Andrew joined ARA Financial Planning Services in April 2018 accepting a role as the Manager of Client Services. Prior to this appointment he studied a Diploma of Financial Services (Financial Planning) and a Bachelor of Business (Applied Economics).
He first commenced in the financial services industry in 1999 and has operated with aplomb since, showing a clear focus towards business efficiency, customer service and compliance. Andrew has worked at a range of financial planning firms and familiarised himself with the full gamut of advice and software packages.
Andrew’s most recent tenure was with the Australian Taxation Office investigating the compliance of Self Managed Superannuation Funds with income tax laws and the Superannuation Industry (Supervision) Act 1993 (SISA) and SIS Regulations. Andrew’s personal investment passion currently resides within direct share and alternative investment. Currently on the weekends Andrew can be seen renovating his property, sipping a latte or enjoying the atmosphere at the MCG.
Do not save what is left after spending, but spend what is left after saving. – Warren Buffet
Since leaving the UK nearly two years ago for Australia, Robbie worked within many different industries, gaining invaluable experience. After falling in love with Melbourne, he felt that it was the perfect opportunity to pursue his career within the Financial Services Industry as he has always intended.
Starting his career within the Financial Services at the age of 17, his confidence and position rapidly grew, becoming qualified as a Mortgage and Insurance Adviser by the age of 18 and joining the Society of Mortgage Professionals (Cert CII MP).
Having previously worked for an Independent Financial Advisers for many years in the UK, he has a great knowledge and understanding of the Financial Services Industry, particularly within the Mortgage and Insurance division. Robbie joined the team at ARA mid 2018 as an Assistant Financial Planner.
After more than 20 years administrative experience and business management in areas such as Publishing, Security & Travel, Suzanne joined ARA. She has an Associate Diploma in Graphic Design from the Queensland College of Art.
Suzanne owned & managed a winery & restaurant, before moving into the finance sector five years ago in 2013. She brings a variety of skills & ideas to the firm, from her background, working as an Art Director, Travel Consultant & Security Advisor to organising weddings & retreat stays in the Yarra Valley.
Hien joined the Arthur Roe & Associates team in May 2016. In 2010, Hien completed her Master of Professional Accounting at Latrobe University.
Being a supportive team member of the Accounting Assistant & Administration team, Hien's focus is internal accounts and reporting.