Personalised financial advice in action
Your trusted financial partner

Who We Are

Aussie Wealth Advisory is a locally owned financial advice firm dedicated to helping Australians make confident, informed decisions about their money. With a personalised, down-to-earth approach, we support you through every stage of life — from building wealth to protecting it, and everything in between.

Dedicated advisers supporting client goals
Financial advice that fits

Why Choose Us

We combine personalised service with practical expertise to deliver advice that’s easy to understand and tailored to your goals.

At Aussie Wealth Advisory, we don’t believe in one-size-fits-all — we take the time to listen, explain, and guide you with honesty and care.

Dedicated advisers supporting client goals
Financial advice that fits

Why Choose Us

We combine personalised service with practical expertise to deliver advice that’s easy to understand and tailored to your goals.

At Aussie Wealth Advisory, we don’t believe in one-size-fits-all — we take the time to listen, explain, and guide you with honesty and care.

Dedicated advisers supporting client goals
Support You Can Feel

What it’s like to work with us

No stress. No stuffy talk. Just real, helpful advice that actually makes sense. At Aussie Wealth Advisory, we keep things simple, honest, and all about you — so you can feel good about your money and your future.

Advice That Fits

We tailor every plan to your goals and where you’re at in life.

Clear Guidance

We explain things in a way that actually clicks — clear and simple.

Confidence That Grows

We make the complex feel simple (and even interesting).
We’re in this with you

Meet Your Wealth Team

We’re a team of friendly, experienced professionals who genuinely care about your financial journey. At Aussie Wealth Advisory, we bring knowledge, heart, and a personal touch to everything we do — so you always feel supported, understood, and in good hands.

Ethan

Marketing Specialist

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Lachlan Roberts

Assistant Manager

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Mick

Marketing Specialist

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Sam

CEO & Founder

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Annaleise

Assistant Manager

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Luanna

Marketing Head

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Marianna

Business Consalty

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Carlos

Manager

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