< Return

Andy Harris B.Com Adv. Dip. FinPlan

Director/Financial Adviser

A Bachelor of Commerce (Finance & Law)from Deakin University was the springboard for Andy's 20 year career in international banking. As a Fixed Income & Credit Trading Director he worked with Bank of America Merrill Lynch, Morgan Stanley, Societe Generale andJapan's oldest broking firm, Nomura, all in Australia. His stint at Toronto Dominion took him to Dublin and London.

In 2017 he made the switch to Financial Planning and achieved a Diploma, then an Advanced Diploma, of Financial Planning from Kaplan Professional. He went on to found his own boutique advisory firm in Avalon a year later before joining Waterhouse team in July 2019.

Andy enjoys the personal contact he has with his clients, helping them get the best financial and lifestyle outcomes. When he is not in the office he can be found indulging in one of his many leisure pursuits. He loves surfing and diving, switches between soccer and golf, skis and plays guitar. And if that isn't enough, he likes to travel.

Waterhouse Wealth Management Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL 278937

We would love to hear from you

T: 02 8973 2222

GET DIRECTIONS

START A CONVERSATION