22 Reviews

Ross Monteleone

Assured Wealth Advisors Pty Ltd

Gold

10 Yrs Experience

Morphett Vale, SA 5162

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I am a qualified Accountant and Financial Adviser with over 18 years of professional experience.

As a qualified Accountant & Financial Adviser, I am extremely passionate about providing the best financial and taxation advice I can, I am a strong believer that it is important for everyone to have access to good financial advice that is based on meeting a client's lifestyle and financial goals.

I am driven by my clients financial successes and find assisting clients particularly rewarding.

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

5.00 November 2023

Met with Ross yesterday and found him very knowledgeable, explained things in a way i could easily understand and left the meeting with confidence knowing I am working with an adviser I can fully trust and will look after me.

5.00 November 2023

Dear Ross,

Thankyou very much for meeting with us.

We appreciate the time you took to get to know our unique situation, and felt you listening to this well.

It was useful for us to map out some logical steps to work towards our goals.

It was also useful to have you as an impartial person to our decisions that invariably hold emotional value.

Thankyou for generously giving so much of your time.

We are keen to progress with the strategy and your financial advice.

Regards Bianca and Luke

5.00 November 2023

The information you have provided so far has been very helpful, not only answering our specific questions, but opening our eyes to other areas of our financial situations that we hadn’t yet considered.

It’s very clear that you have a great deal of knowledge and experience in finance matters which is evidenced by your ability to take each client’s situation and goals into account with the advice that you offer.

Based on our experiences so far, I’d be very happy to recommend you to any friends or family in need of advice, and will definitely be in touch again soon after we spend some time thinking over all of the things you have discussed with us so far.

Thanks

Nadia

5.00 November 2023

Recently met with Ross to prepare outstanding tax returns, he made the process easy, was very thorough and made me aware of deductions I had no idea could be claimed.

Ross also reviewed my super and identified financial gaps and strategies to minimise tax, grow my super for retirement and help me improve my overall finances and decisions.

Very happy so far.

5.00 November 2023

Thank you for meeting with Mark and I on Friday. We found it very beneficial. Yes there was a lot of information we needed to process, however we were very pleased we had the opportunity for your assistance in our situation.