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Andrew Wilson

Andrew Wilson

Principal, Sydney

After a decade working in two senior roles at Australia’s largest and longest standing financial institutions, Andrew joined Pitcher Partners, working his way up to Principal in a short time.

He provides his clients counsel and guidance on all financial matters as part of an ongoing relationship, focusing on helping clients build sufficient passive investment income to fund a comfortable life, making work optional. Andrew’s expertise cover investment management, tax minimisation, debt management, asset protection, retirement planning and estate planning.

Andrew’s approach to client service has always been aligned with the DNA of Pitcher Partners, to start with a client’s objectives, find the right solutions that fit their needs and let the results speak for themselves. Clients and the firm alike value his creative problem solving, proactivity and plain speak.

Andrew has made a distinct mark within the industry with him winning the FPA Prize in Financial Planning in 2018 and also being selected as a finalist in the Independent Advisor Excellence Awards in 2020, showcasing his outstanding client service. This recognition has come as a result of his ongoing role in assisting small corporates, Not-for-Profits and family groups including professionals, executives and retirees to reach their financial goals through strategic planning.

He takes pride in being able to share his knowledge with others, having been a guest speaker at Sky News Business and the University of NSW. By sharing his knowledge, he is able to reach those who may not have known they needed assistance or were feeling overwhelmed and not knowing where to start in their wealth management journey.

Andrew joined Pitcher Partners in 2017 and is now a Principal in Wealth Management.

Qualifications and memberships

  • Master of Financial Planning (UNSW)
  • Post-Graduate Certificate of Applied Finance (Macquarie University)
  • Diploma of Financial Services – Financial Planning (Pinnacle Academy) SMSF Specialist (Kaplan Professional)
  • Margin Lending Specialist (Kaplan Professional)
  • Tax (financial) adviser, Tax Practitioners Board
  • Financial Planner AFP, Financial Planning Association of Australia

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