Andy Marshall, National Manager, IOOF Alliances

Andy has been involved in financial markets since 1988.

He has worked as a commodities buyer, an underwriter and was a financial planner for 7 years.

Andy is a Senior Associate of Finsia, holds a Bachelor of Science (Melbourne University), a Diploma of Financial Markets (Securities Institute) and the Diploma of Financial Planning (Deakin).

He is currently studying towards a Bachelor of Behavioural Studies– Psychology major, Advanced Psychology and Sociology minors from Swinburne University.

The author of over 200 practice management articles, Andy is one of the most widely shared and read contributor to industry publications such as Risk Adviser, IFA and RiskInfo. He brings with him 28 years of experience in financial markets, academic research in the fields of psychology and neuroscience and financial advice best practice real stories.
He is currently studying towards a Bachelor of Behavioural Studies– Psychology major, Advanced Psychology and Sociology minors from Swinburne University.
In 2014 and again in 2015 Andy was one of the Judges for the AFA adviser of the year and practice of the year awards. Andy applied his “PERFECT” model to assess the client experience and business processes of the finalists.
He has created over 50 adviser facing presentations utilised by the industry dealing with technical skills to the psychology of client engagement.
Always irreverent and entertaining Andy delivers insights into what the modern and future advice customer really wants and how advisers can deliver experiences that drive advocacy and loyalty through the use of technology.
Outside of work and study Andy pursues fitness goals through cross fit, boxing and is also a Black Belt in Kempo Karate.

Andy Marshall, National Manager, IOOF Alliances
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