Andrew McCormack
Financial Adviser
Andrew McCormack – Financial Adviser
“Working alongside people, helping them plan for the different stages of life’s journey and then seeing them be able to live out their best possible life is an incredibly rewarding experience”.
Andrew is originally from the New England region being born in Bingara. His family moved to Sydney in the mid 70’s for employment opportunities. He has been involved in the Financial Services profession since 1998 working initially as a Business Development Manager (in Sydney) supporting financial planning practices. Andrew, his wife Lisa and son’s, Mitch and Daniel re located to Tamworth in 2010 when he started working as a financial planner, initially in a small planning practice. He moved to a Financial Planning role with the NAB in 2015 and later joined Advisory Group in 2020, which was incorporated into Invest Blue in 2021.
In his spare time, he is actively involved in the local sporting community spending 4 years as President of East Tamworth Football Club and more recently as Treasurer of West Tamworth Cricket Club. Both his boys share his enjoyment of sport and weekends are spent watching the boys play football in the winter and playing cricket alongside them in the summer.
Qualifications and Professional Accreditations:
- Diploma Financial Services (Financial Planning) – 2010
- Advanced Diploma Financial Services (Financial Planning) – 2012
- Graduate Diploma of Financial Planning – 2019
