Adrian D'mello

BG Private

Platinum
16 Yrs Experience
Hawthorn, VIC 3122

My journey began at the peak of the Global Financial Crisis, working with an industry super fund to support members through uncertain times. I later joined one of Australia’s Big Four banks and have been providing advice since 2010. For a while I've worked in regional Victoria before returning to Melbourne 2018.

Over the years, I’ve been fortunate to hold a variety of roles that have broadened my expertise across the full spectrum of financial advice—from helping young professionals starting their careers to supporting individuals transitioning into Aged Care. While I work with a diverse range of clients, the majority are pre-retirees and retirees, where my knowledge of SMSFs, Defined Benefit Schemes and Centrelink strategies comes into play.

At the heart of my approach is a genuine commitment to understanding your unique situation. I take the time to listen, provide clarity, and help you move forward with confidence.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients.

Get in touch

The fees are charged based on the scope of advice agreed with clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.98
  • Number of reviews 16
  • First year providing advice 2010
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

BG Private

Level 1, 801 Glenferrie Rd
Hawthorn, VIC 3122

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Bg Wealth Management Pty Ltd

AFSL 496348