Andrew Jones

Profile picture of Andrew Jones at PSK Private Wealth in Canberra
Certified Financial Planner®, B Econ, Masters Commerce (FinPlan)
Adviser since: 1996

Andrew brings a mix of institutional experience and academic involvement, which is reflected in a technically detailed approach to financial decisions. His work often focuses on helping clients think through portfolio structure and retirement transitions with a higher level of precision.

Level 3, AMP Building, 1 Hobart Place, Canberra City ACT 2601

More about Andrew Jones

Andrew is a Partner and Senior Financial Planner at PSK Financial Services. He’s been a Certified Financial Planner® since 1998 and has provided financial advice to high-net-worth individuals for over 25 years.

He previously spent nearly 10 years as a Director and Financial Planner of Capital Private Wealth (Hillross Canberra). Prior to this, he worked as a Financial Planner with organisations such as Macquarie Bank and Watson Wyatt.

Andrew is passionate about providing his clients with objective advice to guide them to achieve their financial and lifestyle goals.

Investment Style

He specialises in providing advice to high net worth individuals, in particular senior executives who are transitioning into retirement.

Personal Life

Andrew is a member of Mensa Australia and enjoys playing golf, engaging in other sports, and watching his daughter, Molly, play water polo.

His idea of Financial Freedom is to retire to the coast and play 3 games of golf per week.

Specialties and Areas of Expertise

  • Direct shares
  • Investments
  • Retirement
  • Self Managed Super Fund
  • Superannuation
  • Insurance

Professional Standards You Can Trust

Qualifications & Memberships

  • Bachelor of Economics
  • Masters of Financial Planning
  • Certified Financial Planner (CFP®)
  • Diploma of Financial Planning
  • Member of the Financial Planning Association
  • Cancer Council Pro Bono Adviser

He’s also lectured in Financial Planning at the University of Technology in Sydney and continues to be an active member of the Certified Financial Planners education taskforce.

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