Cunich Advisory is a 100% family-owned enterprise that has been providing specialist fee-for-service financial advice and portfolio management for individuals, families, and businesses since 2004. Led by award-winning Adviser Andrew Cunich, the team at Cunich Advisory is dedicated to helping clients create, grow, and protect their wealth through tailored financial solutions. With a focus on risk minimization and proactive wealth growth aligned with clients’ lifestyle goals, Cunich Advisory collaborates with other professional advisers to offer integrated succession strategies covering personal and business interests, as well as self-managed superannuation funds.
Andrew Cunich, the principal of Cunich Advisory, brings over 20 years of experience in the financial services industry, with a background that includes roles at prominent organizations such as Australian Unity, RI Advice, and Perpetual. Alongside Andrew, the team includes experienced professionals like Jim, who has been with the company since 2005 and holds a Bachelor of Economics and a post-graduate Diploma in Financial Planning, and Brad, an Actuarial Studies graduate with a strong background in advising clients on investments, superannuation, and insurance. Together, the team at Cunich Advisory is committed to delivering bespoke financial solutions tailored to meet clients’ unique financial goals and objectives.
As a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, Cunich Advisory operates under strict regulatory guidelines to ensure the highest standards of financial advice and portfolio management. With a passion for investing and a focus on building portfolios that align with clients’ financial aspirations, Cunich Advisory prides itself on its commitment to helping clients grow their wealth and secure their financial future, often spanning across generations. By offering personalized financial advice and collaborating with clients’ other professional advisers, Cunich Advisory aims to provide comprehensive financial solutions that empower clients to achieve their long-term financial objectives.