Director, Senior Wealth Adviser & Aged Care Specialist
Qualifications: Bachelor of Science, Master of Business Administration, Diploma of Financial Planning, Certified IV Financial Services (Finance/Mortgage Broking), Diploma of Finance and Mortgage Broking Management, Certified Financial Planner, Justice of the Peace.
Accreditations: Accredited Aged Care Professional, SMSF Specialist Accreditation.
Hi. I am Andrew Wem – Director, Senior Wealth Adviser and Aged Care Specialist at Navwealth.
With over 25 years of experience as a Financial Adviser, I have already encountered a diverse range of financial circumstances and successfully guided clients through various financial planning scenarios. My extensive background allows me to provide a unique perspective and design innovative solutions that surpass expectations.
With a multitude of respected accreditations and years of industry experience, I maintain a positive outlook and believe that there is a solution to every unique situation. That’s why I always go above and beyond for my clients and find fulfilment in seeing them achieve their dreams – whether it be going on a holiday, saving for a wedding, starting a family, planning retirement or transitioning into aged care.
Although my initial career path was in Materials Science, I have discovered that my true passion lies in the financial services field. I find purpose in developing big-picture strategies and providing structure to my clients’ finances, which in turn leads them towards their life goals.
As an advocate for education and organisation, I take pride in helping individuals understand and manage their finances. My approach involves bringing order and structure to your finances while guiding you through each step of the process.
As a professional, I provide sound financial advice that protects and supports my clients. Outside of work, I am a proud father, outdoor enthusiast and surf lifesaver, so when I’m not in the office, you can find me enjoying the outdoors somewhere.