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Over 30 Years of Trusted Financial Guidance for Families, Professionals, and Organisations
Andrew Nagel brings over 30 years of experience in financial markets, specialising in delivering holistic advice solutions tailored to the unique needs of high-net-worth families, business owners, professionals, superannuation trustees, and not-for-profit organisations. His approach is grounded in building long-term relationships through a deep understanding of each client’s individual circumstances, financial goals, and aspirations.
Andrew focuses on strategies that align investment solutions with personal objectives, ensuring both wealth creation and capital preservation. In partnership with the global resources of Canaccord Genuity, he provides bespoke investment advice designed to navigate complexity and deliver meaningful outcomes.
Authorisations
Andrew Nagel can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Government Debentures, Stocks, or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
- Margin Lending Facility
Andrew Nagel is accredited to provide tax (financial) service advice
Qualifications
- Fellow Membership, FINSIA
- Financial Adviser Exam, ASIC, 2020
- Graduate Diploma of Applied Finance, KAPLAN, 2009