Ross Monteleone

Assured Business & Wealth Advisors Pty Ltd

Silver
9 Yrs Experience
Morphett Vale, SA 5162

Recent reviews

Assured Business & Wealth Advisors Pty Ltd

2 Stirling Drive
Morphett Vale, SA 5162

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Advanced Diploma of Accounting
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"I enjoyed our meeting also and am grateful for your time. You have definitely got me thinking about things in a more constructive way. I appreciated your confidence to ask questions that challenged my thought pattern. The manner in which you asked was reassuring and it was obvious to me that you have a genuine interest in helping me find the most appropriate solution for where we are wanting to go. Overall I enjoyed talking with you and am excited about handing the accounting reins over to you and having more constructive conversations with you as needs arise."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Ross to be helpful, straight talking and we felt a trust connection immediately and believe that he can help us achieve our goals. We look forward to the future!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ross is very professional and made the whole advice process a great experience."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ross Monteleone has been a trusted provider of Accounting & Financial Planning to myself for many years and I would not hesitate to recommend him to others. Specifically, his management of complex tax affairs has been of significant benefit to my family and I have continuously been pleasantly surprised with the tax return he has been able to secure. His recently helped us with retirement advice and he was very knowledgeable and thorough. I have found Ross to be professional, attentive and customer focused and look forward to maintaining our professional relationship for many years to come."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable and helpful asked lots of questions and explained his recommendations in simple terms."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Accounting

Level
6 - Advanced Diploma, Associate Degree
Institution
TAFE Higher Education SA
Completed
2006

ASIC RG146 Tier 1 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2012

Professional Memberships

Institute of Public Accountants (IPA)

Membership type
Associate
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