AD Advisory ® Certified Financial Planner ® Sydney 7 Bay Drive, Meadowbank, New South Wales 2114
About the Business
Welcome to AD Advisory® Certified Financial Planner® Sydney! Located at Meadowbank, Bay Drive, 7, our institution is a reputable accounting, establishment, finance, and point of interest in Australia.
At AD Advisory®, we go the extra mile to truly understand what matters to you, enabling us to tailor a financial plan that is truly customized to your needs. We provide expert debt advice and work with you to develop a plan that works for your specific situation. Our team will identify the most suitable strategies to provide you with coverage and peace of mind.
We believe in partnering with our clients to create a personalized plan that aligns with your investment goals. Our services extend far beyond just filing tax returns, as we work closely with you to create a comprehensive plan that helps you achieve your financial objectives.
Count on us to manage all financing and tax matters associated with property sales or purchases. Additionally, our team can assist you in structuring a superannuation strategy that is tailored to your unique circumstances. We understand the importance of ensuring that you and your loved ones are financially secure, whether you are working or not.
At AD Advisory®, we strive to give you peace of mind by ensuring that you are on track to meet your financial goals. We believe that everyone deserves the opportunity to live the life they love, and we are here to help you fulfill that dream.
As a Financial Planning Association of Australia (FPA) Professional Practice, AD Advisory® Financial Planning Pty Ltd adheres to the highest ethical and professional standards set by the FPA. Our Senior Advisors all hold the prestigious CERTIFIED FINANCIAL PLANNER® designation, which is an internationally recognized mark of technical excellence and professional integrity in the financial advisory profession.
By choosing AD Advisory®, you can trust that you are working with a team of experienced and dedicated professionals who are committed to staying at the forefront of the financial advisory profession. We invite you to provide your details so that we can assess your individual requirements and get you started on a financial journey that is designed just for you.
To schedule an appointment, please visit our office at 7/148 Spit Rd Mosman NSW 2088 (By Appointment Only), contact us via email at [email protected], or give us a call at 02 8006 5494. We look forward to assisting you in achieving your financial goals.
Location & Phone number
7 Bay Drive, Meadowbank, New South Wales 2114, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been extremely pleased with the quality of advice and personal attention throughout the process of planning for and buying our new home. From the beginning, Mike was incredibly helpful and knowledgeable and always willing to go above and beyond with any questions we may have had (and there were many!) Abinash has also been fantastic, and we greatly value and respect his financial advice and professionalism. They have both been exceptionally responsive, personable and trustworthy – which, in my book is so important. We couldn’t have done this without them, so a huge thank you to both Mike and Abinash for their fantastic support and knowledge and for providing such stellar service throughout the entirety of the process. Without hesitation, I would highly recommend their services."
"Abinash is a fantastic broker I have been lucky to work with, for over 20 years! He has done over ten loans for me. Investment and home, and always gets me the best deals. So caring and going the extra mile!!! Always ready with free excellent advice. Always so fast and so reliable and trustworthy. What I love also is he does everything on email and text and I never have to leave the house. So convenient and easy. He got a loan for my current home - when everyone else said it couldn’t be done. Thank you so much!!"
"I can only say that my experience in the last 7 or 8 years has been excellent. I fund the advise given thorough and comprehensible. Given the complexity of finance these days, my Advisor, Mr. Dungel Abinash has had a firm grasp of all my financial situation and his advise has always been lucid. From the very beginning, things which I did not quite understand, were explained to me clearly. I have been grateful for his extensive work and I hope it will continue further into the future."
"Abinash has been my financial advisor for over 15 years. He has provided me with life changing advice which has allowed me to be in a much better financial position moving towards retirement."
"Abinash is a professional, skilled AND personable Financial Advisor. He is the third one I've seen, and the only one I've continued with due to his 'care' factor and genuine assessment of values-led financial decision making. He takes the time to understand your goals and underlying driving factors BEFORE giving advice. It does not feel like he is pushing pre-planned products, which turned me off advisors previously. I think Abinash represents the ‘light’ side of the financial services industry, which doesn’t get enough recognition. Really enjoy working with you mate, your care factor really shines through!!!"
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