Adriano Donato

Roskow Independent Advisory Pty Ltd

Gold
9 Yrs Experience
Surrey Hills, VIC 3127

I love helping people gain an insight into what’s truly important to them. Once I get to know each clients story and what they’re trying to achieve, I help them make smart decisions with their money so they can achieve their goals and objectives.

I thrive on providing advice to families who are seeking a trusted adviser to help them grow and achieve some big things. Client typically fall into one of the following categories:

  • Business Owners or High Income Families earning more than $400,000pa; or
  • High Net Worth clients who have at least $4 million in accumulated assets (excluding the value of their family home)

I am known for my attention to detail at work and reliability, whilst outside of the office I benefit from a healthy routine. Each week I maintain a balanced lifestyle filled with family time, good food, social activities, playing sport like golf and running, attending sporting events, and taking the time out to reflect on life.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 26
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Roskow Independent Advisory Pty Ltd

Suite 4, 651-653 Canterbury Rd
Surrey Hills, VIC 3127

Licensed by

Roskow Independent Advisory Pty Ltd

AFSL 429377