Specialises in:

  • Aged Care
  • Wealth Management 
  • Business Advisory


Qualifications:

  • Certified Financial Planner
  • Authorised Representative of Count
  • Bachelor of Economics with a Major in International Trade & Finance
  • Graduate Diploma in Global Wealth Management
  • Certified Accountant (IPA)
  • Registered Tax Agent 

Andrew Surman    

Managing Director/ Financial Advisor

‘To be a part of people seeing their financial goals and dreams achieved? That’s priceless.’

Andrew is the managing director of HGF and an accomplished business and financial advisor who has been a part of the firm since 2011. Andrew specialises in helping family businesses, small to medium enterprises (SME’s) and family groups build and live their ideal financial lives.

Andrew commenced his career in Adelaide as a business finance and mortgage planner, before moving to Melbourne and commencing his career at HGF as part of the financial planning team. Under the mentoring of Barry Hayes, Andrew has been promoted through the firm and in 2016 became Managing Director.

Andrew is personable, engaging and ensures that our clients are in a better position when they walk out the door, than when they entered.


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