Cunich Advisory is a 100% family-owned enterprise proudly providing specialist fee-for-service financial advice and portfolio management for individuals, families and businesses since 1998.Principal Andrew Cunich is an award-winning Adviser of the Year across multiple Australian Financial Services Licensees and together with his team, helps clients create, grow and protect their wealth, often from one generation to the next.Andrew has a passion for investing, plus extensive experience in personal estate and business succession planning. He takes pride in helping his clients to grow their wealth in a proactive manner, with a focus on risk minimisation in line with their lifestyle goals. Andrew and his team work collaboratively with clients' other professional advisers, including accountants and lawyers, to provide integrated succession strategies covering both personal and business interests, along with Self-Managed Superannuation Funds.Professionally, Andrew's background includes 8 years under the Australian Unity banner, 7 years with RI Advice and nearly a decade as a Senior Manager and Adviser with Perpetual. He has also been a Senior Officer with the Insurance and Superannuation Commission, a Technical Adviser for AMP, Research & Compliance Manager for Suncorp Life and Superannuation Division and a Principal Research Officer for the Senate Select Committee for Superannuation.Andrew is an accomplished financial services professional with experience delivering keynote industry presentations and specialises in bespoke conference workshops most notably for medical professionals.

Website: cunichadvisory.com.au

Employees: 5 - 9

HQ: N/A

Location: Canberra, ACT, AU

Revenue: Not Available

Cunich Advisory is a family-owned financial services company based in Canberra, Australia. With a team of experienced advisors, they provide specialist fee-for-service financial advice and portfolio management for individuals, families, and businesses. Their mission is to help clients create, grow, and protect their wealth, often across multiple generations. Principal Andrew Cunich is an award-winning financial advisor with extensive experience in personal estate and business succession planning. He takes pride in helping clients grow their wealth in a proactive manner, with a focus on risk minimization in line with their lifestyle goals. Andrew and his team work collaboratively with clients' other professional advisors, including accountants and lawyers, to provide integrated succession strategies covering both personal and business interests, as well as Self-Managed Superannuation Funds. Andrew has a strong background in the financial services industry, having worked for Australian Unity, RI Advice, and Perpetual. He has also served as a Senior Officer with the Insurance and Superannuation Commission, a Technical Adviser for AMP, Research & Compliance Manager for Suncorp Life and Superannuation Division, and a Principal Research Officer for the Senate Select Committee for Superannuation. Cunich Advisory's approach is centered around delivering personalized, bespoke conference workshops, particularly for medical professionals. They take pride in their professionalism, honesty, and respectful approach to financial advice, ensuring that their clients receive the best possible guidance and support in achieving their financial goals. With their expertise and commitment to excellence, Cunich Advisory is a trusted partner for anyone seeking financial advice and guidance in Canberra and beyond.

Cunich Advisory is a family-owned business that provides financial advice and portfolio management services to individuals, families, and businesses. The company has been around since 1998 and is led by Principal Andrew Cunich, who has won several awards for his work as a financial adviser. Andrew and his team help their clients grow and protect their wealth, often passing it down to the next generation. They also work with clients' other advisers, such as accountants and lawyers, to create comprehensive plans for their personal and business finances. Andrew has a lot of experience in investing and succession planning, and he is passionate about helping his clients achieve their financial goals while minimizing risk. He has worked in the financial industry for many years, including time spent with Australian Unity, RI Advice, and Perpetual, and has also served as a technical adviser for AMP and a principal research officer for the Senate Select Committee for Superannuation. Andrew is a well-respected professional who has given keynote presentations in the industry and specializes in creating custom workshops for medical professionals.