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 4.95
  • 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 Canterbury Rd
Surrey Hills, VIC 3127

Licensed by

Roskow Independent Advisory Pty Ltd

AFSL 429377

4.95
26 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 26

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5.00

"After receiving an inheritance from my father, I spent quite a bit of time researching financial advisers as well as investment options. Adriano was the 4th adviser that I met with and with him, I finally felt that I had found someone who was going to help me to figure out how to best invest our money in a way that would not only honour my father but also help my family have greater financial security."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adriano has great knowledge a across broad range of financial advice areas. He and the Roskow team showed dedication in understanding our specific goals and then the diligence to ensure a solid plan was put in place."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From our first meeting with Adriano my husband and I felt confident that we were finally on the right track to achieve our finacial goals. After drafting many detailed financial strategies, and settling on one we are confident and excited to achieve, Adriano restructured all our superannuation, insurance and debt, and has created investment strategies that do not compromise our lifestyle but ensure we can provide our children with a good education, and us, a comfortable retirement. He is very thorough, knowledgeable, personable and has your best interests at heart. We feel so fortunate to have Adriano looking after us."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adriano had become an integral part of our financial plan for now and our future, we trust him implicitly and value his advice immensely. He is exceptionally good at his job and we are lucky to have found him."

  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I contacted Adriano a few months back to sort out my financial affairs due to changes in family circumstances. Adriano was keen on finding out what my current financial status and what I was looking to achieve, and devised a financial/retirement plan that I can work on as well as referring me to other practitioners for matters that need urgent attention. Overall I'm satisfied by his service so far."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adriano is great to work with. He listens and understands my situation or issues and is very helpful. He has high standards and is a professional that I trust. I would recommend him to anyone that needs a trustworthy and professional financial planner."

  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Reaching out to Roskow and meeting and working closely with Adriano has given my wife and I absolute confidence and comfort about being as prepared as we can about our families financial future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He has gained my trust"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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