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Andrew Rataj

Andrew Rataj

Senior Financial Planner

I am passionate about guiding my clients to the financial freedom they work hard all their lives to achieve.

Qualifications:

  • Certified Financial Planner
  • Bachelor of Commerce and Information Systems from The University of Tasmania
  • Professional Memberships: Financial Planning Association of Australia.

    Areas of Expertise: Insurance, Investments, Retirement Planning, Superannuation, Corporate Superannuation structures, Investment Markets.


    Andrew’s Experience:

    Andrew has been a Financial Planner since 2006. Over the past 12 years, Andrew has been with his clients every step of their journey, through the ups and downs that life has thrown at them, from illness and injury, to births and marriages, through the Global Financial Crisis and share market rises. The guidance provided by Andrew and his team have enabled his clients to come out stronger on the other side, and stay on track to reach their goals.


    On a Personal Note:

    Andrew is married with a mortgage and young family, so he understands first hand the day-to-day challenges faced by families. In his spare time, he enjoys relaxing with his family, and enjoys watching sport, in particular, his beloved Hawthorn Football Club in the AFL.



    Andrew’s Client Relationships:

     


     

    Accredited by AMP Financial Planning
    PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V6.3 & PFG Global Pty Ltd Financial Services & Credit Guide V 6.2 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.