Ross Monteleone
Assured Business & Wealth Advisors Pty Ltd
Recent reviews
Assured Business & Wealth Advisors Pty Ltd
2 Stirling DriveMorphett Vale, SA 5162
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 5
- First year providing advice 2013
- Years of experience 9
-
Highest qualification
- Advanced Diploma of Accounting
-
Language spoken
- English
Expertise
My fees
Licensed by
Synchronised Business Services Pty Ltd
AFSL 243313
Sort by
Peter, < 35 years, Adelaide, SA
"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
Tracey, 46 - 55 years, Morphett Vale, SA
"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
Michael, 35 - 45 years, Woodcroft, SA
"Ross is very professional and made the whole advice process a great experience."
- Superannuation
- Insurance Protection
- Wills & Estates
John, 56 - 65 years, Morphett Vale, SA
"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
Cyril, 46 - 55 years, Mount Compass, SA
"Very knowledgeable and helpful asked lots of questions and explained his recommendations in simple terms."
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
- Opinion
- Services
- Comment
- Questions
- Details
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