Andrew Dougherty

Andrew Dougherty

33 Crane St, Ballina NSW 2478, Australia
0266811772
Dougherty Financial Services Pty Ltd
    Member of Association of Financial Advisers Logo
    Background
    Summary

    Our experience in Financial Services has culminated in the establishment of a diversified Financial Services practice with a focus on - Financial & Investment Advice, Wealth Creation, Super/Retirement Planning, Taxation (Super) & Estate advice, Mortgage Broking and Self Managed Superannuation Funds (SMSF's). In 2011 the addition of Mortgage / Finance Broking services through enables us to provide clients with a full range of financial services. Andrew has extensive Finance, Project Management and Vocational Training experience which has involved the development of projects of significant size & complexity. We have direct experience in a variety of disciplines from Accounting & Law to M

    Focus Areas
    • Estate Planning
    • Income Protection
    • Life Insurance
    • Pro Bono Advice
    • Retirement Planning
    • Superannuation
    • Wealth Management
    Bio Alignments

    Non Institutionally Aligned

    Education

    Bachelor Degree

    B Bus, ADFP, DFP, JP




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