Executive Director
CurrentExecutive Director of Cognitive Wealth Pty Ltd, CAR 336959 of Avestra Capital Pty Ltd AFSL 292464.
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Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia is listed as Executive Director at Cognitivefinancialpartners Pty Ltd, based in Greater Brisbane Area, Australia. AeroLeads shows a matched LinkedIn profile for Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia.
Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia previously worked as First VP & P at Morgan Stanley Smith Barney and Executive Advisor at Westpac. Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia holds Mba, Corporate Strategy & Strategic Marketing from The University Of Queensland.
I have over 35 years of experience in the financial services sector. This includes strategic advice on Business Structures, Risk Management, Investments, Superannuation, Life Insurance and Stockbroking for large family businesses and high net worth individuals. I have an MBA (Corporate Strategy & Strategic Marketing) from the University of Queensland and a Bachelor of Business (Accountancy & Company Secretarial Law), as well as being a Certified Financial Planner (CFP) and a Fellow of the Chartered Secretaries of Australia (FCIS).I am a physically and mentally fit individual with a passion for problem solving and an undying competitive nature. I drive my client’s success by thinking outside the box and applying my array of skills and experience to create unique financial and business solutions to protect their assets, increase their net wealth, and reduce tax, and improve their income. “Fresh Intelligent Thinking”.I am ideally people-orientated, and believe in networking and building mutually beneficial long term relationships with my clients. I am a mentor, a strategist, a thinker and a results-driven professional who believes in loyalty and friendships in business. I never compromise on values or ethics.Skills & Expertise:- Family Office Service- Financial Planning & Advice- Strategic Financial Planning- Tax Planning- Risk Management- Investments- Insurance- Retirement Planning- Business Ventures- Corporate Strategy- Management Consulting- Estate Planning- Superannuation- Cash Management
Listed skills include Leadership, Estate Planning, Financial Advisory, Financial Planners, and 30 others.
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Brisbane, Australia
Executive Director of Cognitive Wealth Pty Ltd, CAR 336959 of Avestra Capital Pty Ltd AFSL 292464.
Brisbane, Australia
Previously known as Citi Smith Barney, Morgan Stanley Smith Barney is a Stock Broking firm with over 130 years of experience and is a leader in wealth management, provides a range of products and services to individual investors, institutions and private businesses including brokerage and investment advisory services, comprehensive financial and estate planning, superannuation and cash management.My Role with; as First President, and primarily a stockbroking based role. During my time I was one of only four employees (out of 30) in the Brisbane office selected for the Advisory Chairman's Council after creating $1.2M revenue for the company in a year, as well as growing my funds under management to $60 - $100M after beginning with the company with no funds under management.
Brisbane, Australia
My role with Westpac Business Banking was as an Executive Advisor, in which I provided strategic financial advice to business customers, with business lending (up to $20M). I was also responsible for providing financial advice in the areas of life insurance and private banking matters.I was in the top 4% of advisors, and was awarded with selection on the Advisory Chairman's Council every year.
Brisbane, Australia
My role with Queensland Rail was as the inaugural company secretary to the board, in which I worked heavily on the draft GOC (Government Owned Corporations Act) legislation, as well as providing comment on corporate law reform bill in conjunction with the attorney general's office Canberra.Having studied company secretarial law I took up this role because it was different to anything I had worked on previously and I felt the challenge it presented would both fulfil my professional aspirations and build my professional experience in positions of direction and change.
Brisbane, Australia
Description: My role with Westpac was in a financial advice for personal banking, including investments and insurance.
Senior Auditor
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Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia works for Cognitivefinancialpartners Pty Ltd.
Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia is listed as Executive Director at Cognitivefinancialpartners Pty Ltd.
Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia is based in Greater Brisbane Area, Australia while working with Cognitivefinancialpartners Pty Ltd.
Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia has worked for Cognitivefinancialpartners Pty Ltd, Morgan Stanley Smith Barney, Westpac, Queensland Rail, and Tab Queensland.
You can use AeroLeads to view verified contact signals for Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia at Cognitivefinancialpartners Pty Ltd, including work email, phone, and LinkedIn data when available.
Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia holds Mba, Corporate Strategy & Strategic Marketing from The University Of Queensland.
Mario Andrado Cfp, B.Bus, Mba, Fcis, Fgia is listed with skills including Leadership, Estate Planning, Financial Advisory, Financial Planners, Financial Forecasting, Corporate Finance, Tax Planning, and Insurance.
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