At Accompli Wealth, we help clients navigate the future. Combining expert Wealth Management and Investment Advice to build and preserve your wealth.
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.
Long Term Client
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.
We can provide product recommendations relating to investment platforms, Australian and international listed securities, and managed investments.
Accompli Wealth cannot provide recommendations relating to cryptocurrencies.
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.
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.
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.
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.
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.
At Accompli Wealth, we help clients navigate the future. Combining expert Wealth Management and Investment Advice to build and preserve your wealth.
adavies@accompliwealth.com.au
0438 650 557
Andrew Davies is an Authorised Representative (No. 1005128) of PGW Financial Services Pty Ltd (AFSL No. 384713). Accompli Wealth Pty Ltd is a Corporate Authorised Representative (No. 1236970) of PGW Financial Services Pty Ltd (AFSL No. 384713). This website contains strictly factual information and/or general advice and does not constitute personal financial product advice. The content of this website does not take into account your personal financial situation, needs or objectives, and you must determine whether it is appropriate for your situation.
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