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
My fees
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 34
- First year providing advice 2013
- Years of experience 12
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Highest qualification
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- Italian
Assured Wealth Advisors Pty Ltd
2 Stirling DriveMorphett Vale, SA 5162

Opening hours
- 9:00am – 6:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313
