Andep Financial Planners | About us
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About us

aboutGet to know our company

Founded in 1982, Andep is one of Perth’s most experienced financial planning practices.

ABN 38 009 169 573

We recognise, and our advice reflects, that while many people have similar needs, few have identical needs. We standardise our process and advice to the extent possible, thus containing costs to our clients. We do not, however, let standardisation dominate individualisation.

By combining impartial advice, rigorous research and highly trained staff with a value-driven approach to asset allocation, Andep has both protected and enhanced the financial assets of its clients. Moreover, Andep’s prudent selection of investments has helped its clients safely and successfully navigate the sometimes turbulent conditions of local and international investment markets.

Economic booms and busts can be an unsettling but nevertheless recurring fact of life, and this reality underpins Andep’s investment philosophy of minimising risks and maximising returns. Andep’s position on aggressive tax and social security planning is that it does not seek to exploit loopholes unless and until they become mainstream.

The reason is twofold:

  • Acting contrary to the spirit of the legislation contradicts Andep’s “good corporate citizen” position and
  • The government reaction is often unpredictable.

However, if the government does not seek to close commonly known and used loopholes, Andep is duty bound to suggest clients use them.

Fee For Service

Andep pioneered fee based advice in Western Australia because of a fundamental conviction that investment advisers need to demonstrate independence, professionalism and impartiality when advising clients.  We charge hourly fees and never receive asset based % fees or commissions.

Download a copy of our Financial Services Guide (FSG).

Licence

Andep holds Australian Financial Services Licence (AFSL) number 230 176 issued by the Australian Securities and Investments Commission (ASIC). It can therefore give uncompromised advice on a wide range of investment, superannuation and insurance products including those listed on the stock exchange.

Dispute Resolution

Andep is a participant in the dispute resolution service conducted by the Financial Ombudsman Service Ltd.

Corporate Citizenship

The practice strives to be a good Australian corporate citizen. To this intent it has:

  • A commitment to membership of and assistance to charitable organisations and
  • A commitment to supporting industry and professional associations.

We encourage our staff to give back to the community in various ways. Dennis is the Treasurer of Future Living Trust and Liz Gliddon is the Secretary of 55 Central Inc both are voluntary positions for these charitable organisations.

Providing Uncompromised Financial Advice In Perth Since 1982.