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Over your lifetime, the focus of your financial goals will change, and with this, so should your financial strategies. We create tailored recommendations throughout each stage of life, to help achieve your lifetime financial goals
At Avondale Wealth Management, we are committed to providing our clients with a high standard of service and proactive advice to effectively plan for a comfortable financial future.
Since 2001, our team of dedicated and highly experienced professionals at Avondale Wealth Management has been helping thousands of our clients make informed decisions to achieve their goals and aspirations. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.
We truly enjoy seeing our clients reap the rewards of obtaining sound financial advice.
Our Goal is ensuring you reach yours.
At Avondale Wealth Management, our highly experienced and trusted advice team are committed to providing tailored strategies and straightforward advice to help our clients reach their lifestyle goals and financial potential.
Our expert advisers, will help you define your goals, then transform them into a plan that will allow you to realise your dreams. Throughout our relationship, the focus of your financial goals may change. Our team will continue to refine the progress of your financial plan through our individually tailored review service to monitor and keep you on track to achieve your goals.
With our expertise, we can help you:
The first consultation is covered by us and completely obligation free. So, book an appointment to discuss your goals and plans with us today.
Avondale Wealth Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Our clients say a lot of good things about us – about our professionalism, our trustworthiness, how helpful we are and our determination to go that extra mile – but, as a company that fosters long-term relationships, the kind of testimonials we are proudest of are those that make us realise how we touch people’s lives in so many ways.
Contact details:
Principal and Senior Financial Planner
Mark Chan is an authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Mark is a Certified Financial Planner and founder of Avondale Wealth.
With almost two decades of experience as a Financial Planner, Mark feels an enormous sense of achievement seeing his clients enjoy the fruits of their labour in retirement.
In his spare time, Mark enjoys travelling and spending time with his wife Melissa and their three daughters. Mark also serves on the board of several non-profit organisations.
Practice Manager
Lee oversees the management of Avondale’s administration team, and coordinates our marketing strategy, HR and events management. Before joining Avondale, Lee worked in the Banking & Finance industry for 12 years in a variety of roles including Mortgage Sales and Business Development. Lee has a degree in Economics from Macquarie University and a Diploma in Events Management. She spends her free time volunteering at her kids’ school, baking and tending to her succulent garden.
Provisional Financial Adviser
Principal Mortgage Broker
Matthew is a qualified Financial Planner as well as our Principal Mortgage Broker, his focus is assisting clients to achieve their financial dreams through property investment and loan structuring. When not at work, Matthew enjoys spending time with his wife Anne and his three sons who love playing soccer and AFL.
Paraplanning and Administration Manager
Adelaide takes care of ensuring our advice implementation runs smoothly. Before joining Avondale, she worked at CBA for 30 years in various financial planning roles. Her extensive experience in this industry is an asset to our business and our clients. Adelaide enjoys cooking and loves all types of Asian cuisine, one of her favourite things to do is try new restaurants.
