Cunich Advisory
Cunich Advisory is a 100% family-owned enterprise proudly
providing specialist fee-for-service financial advice and portfolio management
for individuals, families and businesses since 1998.
Principal Andrew Cunich is an award-winning Adviser of the
Year across multiple Australian Financial Services Licensees and together with
his team, helps clients create, grow and protect their wealth, often from one
generation to the next.
Andrew has a passion for investing, plus extensive
experience in personal estate and business succession planning. He takes pride
in helping his clients to grow their wealth in a proactive manner, with a focus
on risk minimisation in line with their lifestyle goals. Andrew and his team
work collaboratively with clients’ other professional advisers, including
accountants and lawyers, to provide integrated succession strategies covering
both personal and business interests, along with Self-Managed Superannuation
Funds.
Professionally, Andrew’s background includes 8 years under
the Australian Unity banner, 7 years with RI Advice and nearly a decade as a
Senior Manager and Adviser with Perpetual. He has also been a Senior Officer
with the Insurance and Superannuation Commission, a Technical Adviser for AMP,
Research & Compliance Manager for Suncorp Life and Superannuation Division
and a Principal Research Officer for the Senate Select Committee for
Superannuation.
Andrew is an accomplished financial services professional
with experience delivering keynote industry presentations and specialises in
bespoke conference workshops most notably for medical professionals.
Social Links:-
https://au.linkedin.com/company/cunich-advisory
Hours:
Monday to Friday: 9am–5pm
Sunday to Saturday: Closed