Meet Andrew

About: Andrew Clucas

Work Experience and Education

Andrew studied Economics at the University of Sydney. He has a diverse range of experience in education and leadership, international development and finance. Andrew completed a Graduate Diploma of Financial Planning through Deakin University. He was invited to be a member of the Golden Key International Honour Society for achieving outstanding results.

Role – Describe what you do and why you are good at it

Andrew works as a Paraplanner, supporting our team and clients to make sure that they receive excellent advice that is in their best interests.

Outside of work – what do you like to do?

Andrew enjoys spending time with his family and friends. He is an active member of the local community. Andrew is a keen surfer and enjoys walks along the beach with his wife Julie and their golden retriever.

What do you enjoy about being part of the McGregor Wealth Management team?

Andrew enjoys being part of the busy and vibrant team at McGregor Wealth Management. A high-performing team will always achieve better results than any individual.

What is one thing about you that people would be surprised to know?

Andrew has worked extensively in developing countries in particularly in Asia and Africa.

Name one person that you draw inspiration from and why?

Andrew draws great inspiration from his family.

What is your favourite book, movie and food?

One of my favourite books is “What’s So Amazing About Grace” by Philip Yancey. Favourite movie – Big Wednesday. Favourite food – Italian.

What Clients Are Saying

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.

I would highly recommend the McGregor Wealth Management team to any prospective investor.

After many years of procrastination and numerous proposals from financial advisors, I decided that the best plan forward to retirement came from Danielle at McGregor Wealth Management. What they delivered in taking over the investment of my SMSF far exceeded my expectations and I now feel comfortable that my future in retirement is on track.

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