Andrew White

Executive summary

Andrew is a Partner in BDO’s Private Wealth team in Brisbane. He works with wealth advisers to develop strategies and provide clients with advice that meets their needs and objectives.

Andrew has extensive experience dealing with professionals, owners of small-to-medium businesses, and senior executives, including directors of public companies.

He joined BDO in 1999, and has worked in financial services since 1986.

Expertise

• Family wealth services
• Not-for-profit investment consulting
• Strategic financial advice for business owners and professionals
• Financial planning advisory to high net worth clients, helping them develop strategies to meet their needs and objectives

Experience

• Helping not-for-profit organisations implement investment policy statements and procedures
• Helping a large family-owned investment company develop and implement a strategic charter.

Qualifications and affiliations

• Bachelor of Business (Accounting; Distinction)
• CPA and Fellow, CPA Australia
• Certified Financial Planner, FAAA

Professional engagements and activities

• Member, Investment Advisory Committee for a large private school in Brisbane.