About Us

At Accompli Wealth, we help clients navigate the future. Combining expert Wealth Management and Investment Advice to build and preserve your wealth.

Our Story

Experienced, Qualified, Knowledgeable

Accompli Wealth provides proactive, ongoing investment advice and portfolio administration solutions. The founder of Accompli, Andrew Davies, is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience in financial services and has worked with hundreds of clients.

His first job in the financial services was in 1998 as a Paraplanner with ODVS Financial Services. Andrew’s next role was as a Paraplanner for Willoughby’s Financial Group in 1999. He commenced as a Paraplanner at Tolhurst Noall in 2000 before taking on a position there as a Private Client Adviser.

Subsequently, Andrew moved to Macquarie Wealth Management in 2006 as a Senior Wealth Adviser. With a desire to break away from the inflexible, corporatised nature of a big bank and offer genuine, personalised wealth creation strategies, he established Accompli Wealth in 2015.

Andrew has been very helpful buying and selling shares for us over the years, always making a nice profit from the selling of our shares! He has been especially good to deal with as he explains things in a simple way for those of us who aren’t experts with the share market.


We specialise in evaluating a company’s current and potential performance for investment purposes and presenting this information to clients in a way that aligns with their knowledge.


Over 25 years of trading experience ensures new clients receive extensive support when constructing an investment portfolio that includes Listed Securities, ETFs, and Managed investments.


Gain access to our knowledge and benefit from Accompli’s deep understanding of how the share markets function, exclusive industry research, and share market valuation methods.

Accompli Wealth is committed to helping clients manage, preserve, and grow their wealth, with over 25 years of experience in financial services. 

Common Questions

What can Accompli Wealth recommend? 

We can provide product recommendations relating to investment platforms, Australian and international listed securities, and managed investments.

What can Accompli Wealth not do?

Accompli Wealth cannot provide recommendations relating to cryptocurrencies.

What is the difference between a financial adviser and a full-service broker?

Financial planners generally focus their investment recommendations around managed funds, whereas full-service brokers tend to specialise in listed securities. By combining specialist knowledge in both of these areas of advice, Accompli Wealth offers a wider range of expertise in investment advice.

What is the benefit of using a manager versus going direct?

The benefits of using an investment manager are outsourcing the management, experience, portfolio diversification and management expertise. The benefits of going direct are personal control of the investment, ongoing learning and cost savings.

What are the fees or costs associated with investing?

The fees associated with investing include brokerage fees, management fees, administration and trustee fees, currency conversion fees, entry and exit fees and buy/sell spreads on unit prices.

Why trust Accompli Wealth’s advice?

The founder of Accompli Wealth, Andrew Davies, is a CERTIFIED FINANCIAL PLANNER® professional who has decades of experience in financial services gained in a variety of roles and firms ranging from small to amongst the largest in Australia.

Accompli Wealth is not aligned with any major financial institutions, which differentiates us from many firms and gives you confidence that your best interests are prioritised in our advice provision.

Getting Started

Our Process

The following steps provide a general overview of how we start working with a new client. For more information, please get in touch with us.

  • Determine the scope of the advice to be provided.

  • Complete the fact-finding and risk-profiling processes.

  • Research appropriate products and investments and provide the client with a Statement of Advice (SOA).

  • Upon the return of the Authority to Proceed, action the recommendations as agreed.

  • Monitor the client’s investments and contact them to make ongoing changes where appropriate.