PLM Financial Group

PLM Financial Group is a specialised financial planning business offering tailored advice for businesses and individuals. We focus on the creation, growth, protection and ultimately the enjoyment of wealth. Our ultimate goal is your financial freedom.

At PLM Financial Group, we listen to what you want to achieve for your future and create a personalised roadmap to get you there. Your roadmap will include financial planning solutions that are specifically tailored to your needs.

Andrew Price is the principal financial planner at PLM Financial Group. With over 20 years in the industry, Andrew has specialist skills across many fields, including Retirement Planning, Superannuation, Investment Strategies and Wealth Creation to name a few. He has worked for a variety of leading companies including NAB Financial Management, AMP, Norwich Union, Bank of Melbourne and Westpac. He has also held senior management roles within financial planning operations for a number of accounting practices.

Andrew is one of a select few financial planners with a Masters of Applied Finance and was chosen to be an active mentor for other financial planners within the industry. Andrew is a Certified Financial Planner and Life Risk Specialist with the Financial Planning Association of Australia. He has a Graduate Diploma in Financial Planning, is a Fellow of the Financial Services Institute of Australasia and a member of the Association of Financial Advisers.

The combination of strong technical grounding and diverse experience allows Andrew to apply a holistic financial approach to all his clients.

Contact us today for a review of your financial health and to assist you in planning for your future financial needs.