ADA Group Accountants and Financial Advisors are a boutique firm providing objective based strategies and advice to businesses and individuals.
Our holistic focus is about meeting our client's goals by using tailored strategies rather than being product orientanted.
Our organisation also specialises in working with SME businesses and Self Managed Super Funds.
With over 25 years experience in accounting and taxation advice and over a decade of providing financial strategies, my focus has always been on delivering tailored strategies.
Our fees will vary due to the complexity of advice and the strategies recommended.
I would highly recommend Angelo for any services he provides
Angelo, is an experienced Financial advisor and strategist, who always puts his clients needs first. He personally tailors a strategy for each of his clients depending on their risk profiles. He gives solid, independent advice regarding no products and only recommends investments that he feels his client will be confident with. My husband and I were recommended to Angelo, and he has managed our finances and investments for the last nine years. We are thrilled with Angelo's code of ethics and professionalism. He has made a tremendous difference for us and our retirement plans.
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2006
- Years of experience 16
- Bachelor of Business
Ada Group Financial AdvisersSuite 6, 13 Walkers Road
Nunawading, VIC 3131
Lionsgate Financial Group Pty Ltd