Andrew Conlan

Andrew Conlan Email and Phone Number

Director @ Regional Prosperity
Queenscliff, VIC, AU
Andrew Conlan's Location
Queenscliff, Victoria, Australia, Australia
Andrew Conlan's Contact Details

Andrew Conlan work email

Andrew Conlan personal email

n/a
About Andrew Conlan

Experienced Principal with diverse experience across the financial services industry particularly with owners of small to medium sized businesses and busy professionals. Skilled in the areas of strategic financial planning, SMSF and estate planning. Professional designations as a CFP, CPA and hold a Masters in Applied Finance from Melbourne University and a Bachelor of Business from Federation University.

Andrew Conlan's Current Company Details
Regional Prosperity

Regional Prosperity

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Director
Queenscliff, VIC, AU
Andrew Conlan Work Experience Details
  • Regional Prosperity
    Director
    Regional Prosperity
    Queenscliff, Vic, Au
    View
  • Conlan Wealth
    Principal
    Conlan Wealth Oct 2015 - Present
    We take the time to understand what’s important to you, proactively managing your financial affairs to give you control, confidence and absolute peace of mind. With our licensee Fortnum Private Wealth providing excellent technical and investment research capability we have the ability to provide a high quality experience to our clients.
  • Gardening Leave 0437 108 240
    Consultant
    Gardening Leave 0437 108 240 Apr 2015 - Sep 2015
  • Crowe Horwath Australia
    Principal
    Crowe Horwath Australia Feb 2007 - Apr 2015
    Au
    View
  • Westpac Private Bank
    Financial Planner
    Westpac Private Bank Jan 2000 - Jan 2005
    Sydney, Nsw, Au
    View
  • Pwc
    Supervisor
    Pwc Feb 1994 - Feb 1996
    Gb
    View

Andrew Conlan Skills

Business Valuation Superannuation Performance Management Accounting Financial Accounting Due Diligence Change Management Business Planning Tax Budgets Gst Strategic Planning Governance Income Tax Cash Flow Asset Management Financial Reporting Retirement Planning Business Advisory Financial Services Tax Advisory Valuation Financial Analysis Business Strategy Strategic Financial Planning Managerial Finance Financial Modeling Financial Advisory Smsf Restructuring Financial Planning

Andrew Conlan Education Details

  • University Of Melbourne
    University Of Melbourne
    Finance
  • Financial Planning Association Of Australia
    Financial Planning Association Of Australia
    Financial Planning
  • Cpa Australia
    Cpa Australia
    Accounting And Finance
  • Federation University Australia
    Federation University Australia
    Accounting & Law

Frequently Asked Questions about Andrew Conlan

What company does Andrew Conlan work for?

Andrew Conlan works for Regional Prosperity

What is Andrew Conlan's role at the current company?

Andrew Conlan's current role is Director.

What is Andrew Conlan's email address?

Andrew Conlan's email address is an****@****.com.au

What schools did Andrew Conlan attend?

Andrew Conlan attended University Of Melbourne, Financial Planning Association Of Australia, Cpa Australia, Federation University Australia.

What are some of Andrew Conlan's interests?

Andrew Conlan has interest in Social Services.

What skills is Andrew Conlan known for?

Andrew Conlan has skills like Business Valuation, Superannuation, Performance Management, Accounting, Financial Accounting, Due Diligence, Change Management, Business Planning, Tax, Budgets, Gst, Strategic Planning.

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