Andy Marshall

National Manager IOOF Alliances | IOOF

Andy has been in financial markets since 1988.

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).

Andy is passionate about advice and advisers, and seeks out insights into what the modern and future advice customer wants and how advisers can deliver experiences that drive advocacy and loyalty.

Recently he packaged these insights into a client engagement “handbook” that was published on 19th March 2017 “Client Engagement for Financial Advisors”.

A second project and second book is gaining momentum starting with a global survey about how we feel about key areas of our lives.