Advocate Advisory is an adviser-owned financial planning group based in Melbourne, Australia. With a team of experienced advisers, they offer a wide range of financial planning services including Investments, Superannuation, Retirement Planning, SMSF, Life Insurance, Business Insurance, and more. Their goal is to empower clients to make informed decisions about their financial future by providing tailored written financial plans that aim to maximize wealth and help achieve financial dreams.
Founded by Managing Director Jason Davis, who has over 20 years of experience in financial services, Advocate Advisory prides itself on offering a flexible and tailored licensee solution for advisers. Director & Business Partnerships Manager Marigold Botton, with 17 years of experience in financial services, leads the growth of the licensee and focuses on understanding each client’s unique needs to provide a personalized experience with Advocate Advisory. Their team is dedicated to providing ongoing support, professional development opportunities, and regulatory updates to ensure clients receive comprehensive financial advice.
Advocate Advisory’s services extend beyond traditional financial planning to include risk insurance, professional development days, business set up/wind down assistance, and genuine CPD support. With a commitment to excellence and a client-centric approach, Advocate Advisory aims to help advisers find a new home where they can thrive and provide top-notch financial advice to their clients. Their tailored fee structure and dedicated compliance teams further demonstrate their commitment to supporting advisers in achieving their business goals.