About Me

I am a trusted and highly skilled Certified Financial Planner ® with over 20 years of experience in wealth management and strategic financial planning. Developing enduring relationships, while remaining authentic, sincere, and transparent is at the centre of my professional ethos. I combine my skills in accounting, taxation, and financial planning to provide a truly holistic advice offering; empowering clients to achieve their life’s most important goals through effective wealth management and tailored investment strategies. At AD Advisory ®, we embrace an Active Financial Wellness Framework. This involves developing strategies that align the financial aspects of your life with your unique goals and values to deliver a truly fulfilling experience financially while reflecting your personal principles and beliefs.To find out more, contact me on 0421 613 787 or email me at service@adadvisory.com