Our qualified team have the knowledge and experience you need.
Why choose Conlan Wealth?
Integrity
Our valued clients enjoy working with an honest and highly qualified financial planning team, who provide a structure and fresh outlook that is specific to their needs, not a ‘one size fits all’ approach.
Transparency
Our clients are provided with upfront pricing, removing the worry and uncertainty around financial planning. Clients are never in the dark regarding fees and charges.
Structure
At Conlan Wealth we keep our processes as clear and comprehensive as possible. As our client you understand every step of our process so you can rest assured that you know exactly where your money is going and why.
Expert advice
Our team of highly qualified financial planners provide custom financial advice to all our clients. We have access to all the right information so we’re able to advise you how to best manage your finances.
Your money, your choice
Our qualified financial planners are here to organise your finances and guide you to a more secure future. Ultimately it’s your money and your choice, we’re here to guide and advice you to make informed and confident decisions.
Local
At Conlan Wealth we understand money is only part of the equation. We’re heavily involved in our local communities, with Andrew Conlan proud to be a past president of the Queenscliff Football Club.
Andrew Conlan Financial Planner
A Certified Financial Planner, Andrew has been in the finance industry for over 30 years. Andrew is a Certified Practising Accountant (CPA) with experience providing financial and taxation advice to small businesses and individuals, including three years in London at Coopers & Lybrand. Andrew specialises in assisting clients with investment and portfolio management, super (including Self-Managed Super Funds), cash flow and estate planning to organise and create wealth for his clients.
Andrew was raised on a mixed farming property in Western Victoria giving Andrew genuine insight and empathy to the challenges faced by primary producers and business owners.
Andrew is very family oriented and understands the importance of his client’s financial security. Andrew lives in Queenscliff, Victoria with his wife, Michelle, and three sons, Darcy, Ben and Isaac.Andrew is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Sheree Watson Executive Assistant
Sheree brings a wealth of experience to the firm, having a 12 year background within the Finance Industry as an Executive Assistant to both Financial Planning & Accounting directors. Sheree's knowledge, attention to detail and friendly client manner make her an integral part of the team. Sheree is also from a farming background growing up on the family farm in Western Victoria. She lives in Armstrong Creek with her husband Andy, and two daughters, Chloe-Jean and Imogen.