Principal and Senior Adviser

Principal Andrew Cunich has been serving the people of Canberra and beyond for over 20 years and is an award-winning Adviser across multiple Australian Financial Services Licensees. Together with his team Andrew provides tailored financial solutions to help clients create, grow and protect their wealth 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 RetireInvest Advice and nearly a decade as a Senior Manager and Adviser with Perpetual Private Wealth. 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.

Andrew Cunich – Infocus Adviser of the Year 2022

Andrew Cunich – Adviser of the Year 2012-2018 (achieved under our previous AFSL Australian Unity)

Andrew Cunich – Infocus Business Leaders Forum Winner: Excellence in Business 2021

Senior Financial Adviser

Jim has worked in the financial services industry since 1996. He was the branch manager for T D Waterhouse Investor Services and he established and successfully ran the branch in Canberra from 1996 to 2003 until Commonwealth Securities bought the business.

Jim has been with Cunich Advisory since 2005, and holds a Bachelor of Economics from Flinders University and a post-graduate Diploma in Financial Planning from the Securities Institute of Australia.

Senior Financial Adviser

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.