Andrew P. Wilson has a diverse work experience in the financial and business sectors. Andrew P. has worked as a Principal at Pitcher Partners since November 2020, where they manage $200m in assets for small corporates, not-for-profits, and family groups. Prior to that, they held the roles of Client Director, Wealth Management and Senior Advisor at the same company.
Andrew also has experience at National Australia Bank, where they worked as a Senior Financial Planner - Business Banking from April 2012 to March 2017, providing wealth management and advice to commercial banking clients. At AMP, they served as a Private Wealth Manager & Finance Specialist, delivering financial advice to high net worth clients, and later as an Advice Specialist - Superannuation & Retirement, specializing in financial strategy education for the adviser network.
Before entering the financial industry, Andrew worked as a Financial Planner & Mortgage Broker at Wright Patton Shakespeare, providing investment, finance, and insurance advice. Andrew P. also worked as a Building Consultant at Novobuild (Ranbuild / BHP) and as a Sales Representative/IT Technician at DigitalStar.
Andrew P. Wilson's education history includes a Master of Financial Planning from UNSW (2016-2020), a Post-Graduate Certificate of Applied Finance from Macquarie University (2011-2015), a Diploma of Financial Services (Finance / Mortgage Broking Management) from Intellitrain (2011-2012), a Certificate IV Finance / Mortgage Broking from Training Management Australia (2009), Advanced Diploma of Financial Planning courses (2006-2009) in Advanced Taxation and Superannuation, Investment Planning, and Estate Planning from Kaplan / Pinnacle, a Diploma of Financial Services (Financial Planning) from Kaplan / Pinnacle (2006), and Newstep from the University of Newcastle (2005) with a focus on Physics, Advanced Mathematics, and Information Technology.
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