Adriano Donato

Roskow Independent Advisory Pty Ltd

Platinum

11 Yrs Experience

Surrey Hills, VIC 3127

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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.

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

5.00 August 2015

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.

5.00 August 2015

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.

5.00 August 2015

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.

5.00 August 2015

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.

Adviser status Platinum
Rating 5.00
Number of reviews 26
First year providing advice 2013
Years of experience 11
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

Roskow Independent Advisory Pty Ltd

AFSL 429377

Adriano Donato

Roskow Independent Advisory Pty Ltd

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Roskow Independent Advisory Pty Ltd

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Roskow Independent Advisory Pty Ltd