A.S. Private Wealth > About us

About us

What we do

A.S. Private Wealth provides specialist advice for financially successful people. Based in Sydney, Australia, our mission is to help our clients accelerate and safeguard their financial security.

Having worked in both Australia and Europe, we draw on over 25 years of experience and expertise to help our clients reach their financial goals. Furthermore, we build strong relationships with our clients based on trust and mutual respect.

Our Philosophy

Here at A.S. Private Wealth, we understand that the definition of financial security differs between individuals. That is why we maintain a personal commitment to our clients, with a focus on clear direction and in-depth understanding. Unlike other advisers, we prefer to take a tailored approach, and spend as much time is necessary to discover our clients’ unique needs.

1. Our Qualifications

The adviser (Andrew Smith) has the following qualifications:

  • FASEA (Financial Adviser Standards and Ethics Authority) Exam completed 2020
  • Graduate Diploma in Financial Planning (Securities Institute of Australia)
  • Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia)
  • Self-Managed Superannuation Specialist
  • ASX Listed Products Accreditation (LPAC)
  • German Financial Planning qualifications (Versicherungsfachmann) from the Berufsbildungswerk der Deutschen Versicherungswirtschaft (BWV)
  • Bachelor of Applied Science

2. Why Choose Us?

Being part of a smaller boutique licensee group that adapts quickly to change, we are better able to look forward in changing markets and choose from a diverse range of investment and insurance options that best suit our clients’ needs. My experience over many years in all types of markets also helps clients to make the right decisions in tougher times with their goals in mind.

Personal Commitment

We consider our work to be personal, and we see clients as more than just returns on investment.

In-Depth Understanding

We commit to spending as much as time as necessary to provide the best possible advice.

Clear direction

We provide our clients with clear, concise recommendations so that they can achieve their goals.

Our goal is to provide services based on trust and mutual respect

In our eyes, clients are more than just returns on investment. A.S. Private Wealth proudly builds long-term relationships with its clients, and maintains a strong personal commitment to them.

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