AD Advisory ® Certified Financial Planner ® Sydney is a reputable financial planning firm that goes above and beyond to understand the unique needs and goals of each client. With a focus on tailored solutions, they offer services such as debt advice, personal risk management, financial planning, tax and accounting assistance, investment planning, property conveyancing, and superannuation strategies. Their team of experienced professionals, led by Managing Director Abinash Dhungel, holds the prestigious CERTIFIED FINANCIAL PLANNER® designation, ensuring the highest standards of technical excellence and professional integrity.
Committed to providing comprehensive and holistic financial advice, AD Advisory ® takes a personalized approach to help clients achieve financial wellness and peace of mind. They believe in educating clients about the reasons behind their recommendations, empowering them to make informed decisions about their financial future. The firm’s philosophy revolves around focusing not just on money, but on clients’ dreams, values, family needs, and life philosophy, recognizing that true financial success encompasses more than just investments.
Founded on a foundation of trust, integrity, and service, AD Advisory ® Financial Planning Pty Ltd is a Financial Planning Association of Australia (FPA) Professional Practice. With a team of dedicated professionals including Business Development Director Michael Taylor, Senior Paraplanner Karan Arya, and Client Services Advisers Ashleigh McGuiness, Belinda English, and Mary Tripodi, the firm is committed to helping clients navigate the complexities of financial planning, investment management, and wealth creation. By offering tailored solutions and personalized service, AD Advisory ® strives to empower clients to achieve their financial goals and secure their financial future.