CUNICH ADVISORY - Key Persons
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.
Brad is an Actuarial Studies graduate that has been working in the financial services industry for the last 10 years. Over several roles, he has developed a strong background in advising clients on investments, superannuation (including self-managed superannuation funds) and insurance.
Brad has a strong passion for investment markets and portfolio construction and has considerable experience in building portfolios to meet clients' financial goals and objectives.