Financial advisory

Leading Advisory services for over 20 years

Get the right financial advice to build business and wealth

There is no substitute for experience when it comes to personal and business advice. The team at AD Partners have a proven track record over 20 years. Our financial advisers have cutting edge insights and planning strategies to make your money work for you.

We make sure our advice is tailored to your personal needs. This may include the best tax structure for your investments, to maximise returns and minimise tax.

Every situation is different and that’s why our experience  counts.

Financial Advisory

SMSF

Self Managed Super Fund Services Preparation & Management

Lending

AD Lending helps business owners access finance

Wealth Creation

AD Wealth helps you with the strategies to create and manage wealth.

A proven track record of financial advisory

Winning Strategies

We take the time to understand the ‘end’ goal. Ultimately the aim is to make money work for you and achieve real financial freedom.

Investment portfolios, property, superannuation and importantly exit planning are a key feature of what we do for YOU.

Tax Accountants and Business Growth Specialists

Meet the Partners

Tony Dimitriadis
B. Bus CPA

Director

Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.

His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.

 

David Azzopardi
B. Bus CPA

Director

David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.

His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.

Our clients

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