Andre Mudigdo
Senior Wealth Advisor
Andre has more than 20 years of experience working in financial services and banking, having joined the profession in 1998.
During his career, Andre has undertaken management and client-facing roles centred on the provision of strategic advice to high net worth clients.
Financial Services Guide: Adviser Profile. Version 8.0. 1 September 2024
Professional Qualifications
- Certified Wealth Manager (CWM®)
- CERTIFIED FINANCIAL PLANNER CFP®
- Master of Commerce (Fin.Planning)
- Bachelor of Economics (USyd)
- Member of Certified Wealth Managers Association (Asia)
- Member of the FAAA (Financial Advice Association Australia)
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Book an appointmentAndre's role involves
Andre naturally fills the role of being a trusted adviser and ensures all clients receive tailored financial recommendations. He considers both the legislative landscape and the investment tools available based on the client’s aspirations.
Andre deals with the management of clients’ investment portfolios and undertakes regular reviews of his clients’ financial positions, ensuring they are aligned to their stated goals and objectives.
Before joining Oreana Private Wealth, Andre was most recently a Senior Financial Adviser at BT Financial Group (part of the Westpac Banking Corporation) in Sydney, Australia.
Andre's areas of expertise
- Retirement planning
- Wealth creation
- Holistic financial advice
- Cross border repatriation
- Wealth protection
- Investments
