Privately Owned Financial Planning & Wealth Management Company

Based in Sydney, we service clients accounting, tax and investment needs. We act on your behalf.

All strategies and products will adhere to industry best interest duty, which means we will only use strategies and products which address your personal circumstances and needs.

Financial advice is provided on a personal basis by Andrew North, as principal, or Gemma Dingle as Financial Advisor.

We also specialise in the New South Wales Clubs industry, providing our investment portfolio management services.

We consider our personalised approach is more targeted to high net worth clients seeking a personal bespoke approach.

Authorised under AF SL #246638, we provide the following services:-

  • Term Deposits;
  • Managed Funds;
  • Shares;
  • Superannuation;
  • Retirement Planning;
  • Life Risk Insurance;
  • Margin Lending.

We are also Chartered Accountants and provide a full-service accounting package and bookkeeping service for corporate clients.

We are authorised to give taxation advice on all Australian taxation matters, lodge tax returns and manage compliance requirements for companies, trusts and self-managed super funds.

We consider our personalised approach is more targeted to high net worth clients seeking a personal bespoke approach.

We provide services including, but not limited to:-

  • SMSF Super;
  • Accounting & Tax;
  • Business set up, regulatory compliance and re-structuring;
  • ASIC and company secretarial;
  • Xero, QBO and Cloud Accounting;

About Us

accountant

Andrew North, Principal, Chartered Accountant & Financial Advisor, AR No. 1250293

With 35 years working in financial services including accounting, taxation, financial planning, general insurance, securities broking and financial operations management, Andrew is Principal and founder of North Financial Advisors. Andrew is a Chartered Accountant, registered Tax Agent agent and senior financial advisor in the practice. Andrew studied at Sydney University obtaining a Master of Commerce (Accounting) and has attained an Advanced Diploma in Financial Planning.

Jemma Dingle, Financial Advisor, AR No.1269368

Jemma has 5 years’ experience in financial services, including financial planning and securities. Jemma has worked within large and small commercial organisations, focusing on operations and regulatory compliance. Jemma is well qualified, having studied at Edith Cowan University and Monarch Institute. She has attained an Advanced Diploma in Financial Planning and Bachelor of Business (Accounting & Finance) and is currently undertaking a Master of Taxation postgraduate course.

WHO WE ARE

We are qualified Australian Accountants providing professional financial advice with over 30 years financial services experience and specialising in compliance, business management, superannuation, investments and life risk.

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WHAT WE DO

We provide you with a range of services and support directed to maximise your personal wealth and achieve your financial goals and manage your business, superannuation, life risk and investments.

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WE WORK FOR YOU

We are Chartered Accountants, Registered Tax Agents and Financial Advisors. Our fees are renewed with your consent each year, we complete 60 hours of professional training and we are not controlled by any product providers. We work in your best interest at all times.

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What Our Clients Are Saying About Us

The Eastwood Club would recommend Andrew North to any potential investor. We found Andrew to be well knowledged, in meeting the club’s investment strategy. More importantly he keeps us informed on a regular basis to ensure that our investments are meeting the returns expected. Andrew’s knowledge of his clients’ needs and expectations is appreciated by all board members as we can trust in his recommendations.

Steve Colquhoun - General Manager - Eastwood Club

I have used Andrew North as my financial accountant for quite a few years and have always been very happy with his work. He is very knowledgeable and gives excellent service.

William Sherrard

Our accountant, financial advisor: Very efficient, always ready to find a solution, outstanding service, highly recommend.

Helene Blanchard

Andrew is thorough, informative and very well organised. His advice and tactics have proven very successful and I recommend Andrew without hesitation.

Allister Scott