Andrew Zbik, Director, PEP Wealth

 

Andrew has been working with clients to envision and evolve their wealth journeys since 2007. He sees his role as personal coach, helping individuals align their investments to their life goals, better understand what is happening with their investments and ensuring that they are confident in their chosen strategy.

 

Expertise

 

• Wealth Creation

• Superannuation

• Income and asset protection

• Goal setting and budgeting

 

Professional qualifications and memberships

 

• Bachelor of Business Administration from Macquarie University

• Bachelor of Laws from Macquarie University

• Graduate Diploma of Legal Practice

• Diploma of Financial Services

• SMSF Specialist Advisor (SSA) Accreditation

• Registered Tax (Financial) Adviser

• Justice of the Peace