Ross Monteleone

Assured Wealth Advisors Pty Ltd

Platinum

12 Yrs Experience

Morphett Vale, SA 5162

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I'm Ross Monteleone, a qualified Accountant and experienced Financial Adviser with over 20 years of helping clients make smart, confident financial decisions.

I work with individuals, families, and small business owners to provide clear, practical advice across accounting, tax planning, superannuation, retirement planning, and wealth creation.

At Assured Business & Wealth Advisors, I combine deep expertise in both accounting and financial advice to deliver tailored strategies that support my clients’ personal and business goals. Whether you're looking to grow your wealth, structure your business, reduce tax, or plan for retirement, I’m here to guide you with trusted, professional advice that gets results.

My approach is built on long-term relationships, clear communication, and advice that puts your best interests first.

Clients appreciate my ability to explain complex matters in simple terms, and to provide solutions that are both strategic and easy to implement.

Qualifications & Accreditations:

Graduate Diploma of Financial Planning

Advanced Diploma of Accounting

Fellow – Institute of Public Accountants

Fellow – Institute of Financial Accountants

Chartered Retirement Planning Counsellor – CRPC®

Accredited Behavioural Finance Professional – ABFP®

Registered Tax Agent

Authorised Representative of Synchron

Recognitions:

Finalist – 2014 Count Financial Young Adviser of the Year

2023 IPA Practice of the Year – State & National Winner (Assured)

2024 IPA Member of the Year Nominee

2024 & 2025 Quality Business Awards – Best Financial Planner, City of Onkaparinga

If you're seeking professional accounting or financial advice you can trust, I’d be happy to help you protect and grow your financial future.

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

5.00 June 2025

Thank you Ross for the good work you have done for us.

Your friendly attitude makes the stress associated in handling our

finances much easier.

5.00 June 2025

Getting financial advice was the best decision we made. Ross made everything easy to understand and really took the time to get to know our financial concerns. He helped us feel confident and explained things in a way that made sense. We now feel more in control know we’re on the right track for retirement. We highly recommend him.

5.00 October 2024

Thank you for the meeting with you this week.

I went away with lots of food for thought and it actually put a lot of perspective on my goals etc.

Just for your feedback I felt at ease from the moment I walked through the door, it was lovely to be met with friendly, warm staff.

This being my first experience of financial advice etc has been positive.

5.00 October 2024

Thank you for the work you have put in ensuring that we have been given the information needed to make an informed choice regarding our finances.

We look forward to working with you in the future.

5.00 September 2024

We cannot thank you enough for your time, enthusiasm and clear direction, given to both Pete and Myself last night.

There is nothing but extremely positive feedback to give to you. I was holding back tears as you clearly showed us a way to move forward and cannot believe that I felt we had to catch up first, before coming to you. We now can only see the massive changes to our lives that engaging with your firm can bring and are excited to look to the future, an emotion that has escaped me for a long time.

We have never had a presentation like this before and wish we had a plan like this many years ago. We have been uneducated and foolish in not understanding the financial side of our business in the past and totally agree, this should be left to the experts whilst we get on with running our business.

We look forward to working with you.