Cunich Advisory is a 100% family-owned enterprise proudly providing specialist fee-for-service financial advice and portfolio management for individuals, families and businesses since 2004.
Andrew Cunich CFP®, B.Comm, Dip FP
Principal and Senior Adviser
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.
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.
Lisa joined our team in March 2007 and has a Diploma of Financial Planning, a Master of Commerce from the University of NSW, a Bachelor of Commerce (Information Systems) from the University of Auckland and a Business English Certificate from the University of Cambridge, UK.