Andrea joined the Patman Planning team in April 2023 in the Advice Manager role and brings with her 17 years’ experience in the financial services industry. Her background includes working for both boutique firms and large banking / corporate organisations in a variety of roles including Client Services, Senior Paraplanner, Audit and Remediation. Andrea enjoys the technical side of things and is skilled in financial modelling, preparing a range of financial advice documents and compliance.
Andrea has completed her Advanced Diploma of Financial Services through Kaplan and is accredited in Gearing and Self-Managed Super Funds. She is currently enrolled part time at the University of the Sunshine Coast in a Bachelor of Arts, majoring in Journalism and Creative Writing.
On a more personal note, Andrea is a Brisbane local who likes loud music, good food, tattoos, beach days and the Broncos.
Andrea is dedicated to having a positive impact on clients by delivering quality advice and services at the highest professional level.