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ANDREW GASTON
Accord Financial Solutions
 Accord Financial Solutions Pty Ltd is an independently owned financial planning firm based in Adelaide. Accord provides a full range of financial planning services including superannuation advice, investment advice, retirement planning, personal risk insurance, direct shares, gearing strategies, self managed super, Centrelink advice and employer superannuation plans.
We believe financial planning involves the implementation of a lifetime strategy to help you achieve your goals in every stage and season of your life and includes the next generation. If you are looking for a one off investment we are not the firm for you.
Our staff will work with you to implement your personal financial strategy based on your needs and ethical concerns. As an independently owned firm, we can utilize a wide variety of appropriate investments from proven fund managers. We will take into account your individual status and other legal entities such as trusts and companies. We will review your strategy regularly to ensure it remains relevant to your changing needs.
Andrew Gaston is the managing director of Accord Financial Solutions Pty Ltd and has been working in the banking and finance sector since 1981. We are family & community conscious and enjoy sponsoring a number of community based organisations.
CERTIFICATION DETAILS
Certified by RIAA since: 2008
Dealer Group: Accord Financial Solutions Pty Ltd
Fees and charges structure: Fees for service and commission
Qualifications:
- Diploma of Accounting
- Diploma of Banking & Finance
Financial Adviser since: 2001
Offering responsible investment advice since: 2001
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Direct Shares
- Wills & Estate Planning
Which responsible investment products do you provide advice on?
- AMP Capital Sustainable Share Fund
- Australian Ethical Balanced Trust
- Australian Ethical Smaller Companies Trust
- BT Sustainable Conservative Fund
- Challenger Wholesale Socially Responsive Share Fund
- Hunter Hall Global Ethical Trust
- Hunter Hall Value Growth Trust
CONTACT DETAILS
Andrew Gaston
Accord Financial Solutions Pty Ltd
Unit 6, 206 Greenhill Road, Eastwood SA 5063
Phone: 08 8271 2688
Email: Andrew.Gaston@accordfs.com.au
Website: www.accordfs.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Andrew Gaston. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or individual Financial Adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an Adviser.
PAGE LAST UPDATED: December 2009
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