A N D R E W   A D L E R

Areas of Practice

  • Expatriate Financial Advice
  • Superannuation
  • Investment
  • Portfolio Construction
  • Emerging Markets
  • Risk Management
  • Forward Planning and Projection Analysis
  • US Domiciled Investments
  • Investment Taxation
  • Investment Strategies
  • Self-Managed Superannuation
  • Income and Capital Gains Tax Alleviation

Date of Admission

1997  Financial Planner  NSW

Financial Advice Qualifications

MCom.     Sydney & USA    2000
BEc.         Sydney               1993
FINSIA     Sydney               2002

Memberships

Tax Practitioners Board of Australia

Contact Details

Level 15, 115 Pitt St Sydney 2000
T       (02) 8007 5288 Sydney
T       (07) 3194 4397 Brisbane
E       info@pelicanfinance.com.au

Clerk

Ms. Lara Holmes