Ross Monteleone

Assured Wealth Advisors Pty Ltd

Platinum
12 Yrs Experience
Morphett Vale, SA 5162

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.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 34
  • First year providing advice 2013
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Italian

Assured Wealth Advisors Pty Ltd

2 Stirling Drive
Morphett Vale, SA 5162

Opening hours

  • 9:00am – 6:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313