Rounded Wealth Advisory Pty Ltd is an independently owned financial-planning organization based in Sydney, Australia. With a focus on providing high-quality and cost-effective financial advice, the company prides itself on delivering personalized services that enhance clients’ financial well-being. Their team works closely with clients to understand their lifestyles and financial goals, offering comprehensive financial planning services that cover a wide range of needs, from managing finances to protecting assets and businesses.
Led by experienced professionals like Finlay, a Certified Financial Planner with over 20 years of industry experience, Rounded Wealth Advisory is committed to acting in the best interests of their clients. The team includes experts like Hien, a Certified Practicing Accountant, and John, with over 40 years of experience in accounting and information. With a strong emphasis on ongoing advice and personalized strategies, the company aims to provide a friendly and professional service built on years of expertise and a deep understanding of clients’ needs.
Charles, with over 24 years of experience in financial advice and wealth management, brings a wealth of knowledge to the team. The company’s philosophy revolves around using smart technology approaches to enhance the client experience and operational efficiency. With a focus on delivering optimal advice and ensuring clients’ financial and overall well-being, Rounded Wealth Advisory is dedicated to providing a service that leaves clients satisfied and well-informed about their financial futures.