A wealth of financial knowledge and experience
Advocate Advisory is an adviser owned financial planning group.
The group's network has experienced advisers who can provide financial planning advice in regard to Investments, Superannuation, Retirement Planning, SMSF, Life Insurance, Business Insurance, Tax Effective Investments & Listed Securities.
Our goal is to help our clients make informed decisions about their future. We provide written financial plans that when followed, give our clients greater control over their financial future, increase their potential to achieve their financial dreams and maximise their wealth
Financial Planning & Investment Advice
Risk Insurance & Planning
Income Protection Insurance
Key Person Insurance
Why Advisers Partner with Us
Exciting & Value Rich Professional Development Days
Business Set Up/Wind Down Assistance
Genuine CPD Support & Flexible APL
General ongoing business support including regulatory updates, templating & more
Dedicated Compliance & Revenue Teams
Tailored fee structure depending on the needs of your business
Meet the Team
With over 20 years’ experience in financial services, Jason is Managing Director of Advocate Advisory with a vision to offer advisers a more flexible and tailored licensee solution. Also a qualified financial adviser, Jason refuses to accept the black and white approach alternative licensee providers have to offer. Specialising primarily in Superannuation, Tax & Property; Jason is the brains of the operation and always goes above and beyond to support everyone within the Advocate Advisory team.
Director & Business Partnerships Manager
With over 17 years' experience in financial services and currently a qualified financial adviser running her own business, Marigold brings energy and drive to the Advocate Advisory team. Leading the growth of the licensee, Marigold’s key mission is to understand you and your business to best tailor your experience with Advocate Advisory.