Helping you create
a secure financial future

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

We focus on integrity, trust and expertise.

Who We Are

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.

avondale wealth management team having meeting
our advice journey

Our Advice Journey

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:

avondale wealth management office

The first consultation is covered by us and completely obligation free. So, book an appointment to discuss your goals and plans with us today.

Home | Wealth Management

Our Team

mark chan principal and senior financial planner

Mark Chan

Principal and Senior Financial Planner

lee showyin practice manager

Lee Showyin

Practice Manager

george bell administration assistant

George Bell

Administration Assistant

matthew nott principal broker and financial planner

Matthew Nott

Principal Mortgage Broker

Avondale Wealth Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

What our Clients say

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.

  • We have known Mark professionally for over 20 years.  Over this time Mark has provided us with informed and knowledgeable advice, and has always made himself available, whether it be in person, by phone, or even emails when he has been travelling overseas.  He is easy to talk to and always explains financial matters in a ‘down to earth’ and ‘understandable’ manner.  Mark and his staff are always friendly, organised and well prepared, and make us very welcome at their office in Parramatta.  Thankyou Mark!

    Neil & Merran Manning
  • We have both been with Commonwealth Financial Planning now for over ten years – Riding the highs and lows of the market and feeling confident that we have been well advised. All of these years, we have had the pleasure of doing business with Mark Chan, who is a gentleman and professional in every way. We enjoy our regular updates with him discussing our future.

    Leone and Richard Cox
  • My financial planner, Mark Chan and his team, are most professional, courteous and knowledgeable. They have greatly assisted me into a transitional retirement with no loss of income or investment capital in the most gruelling financial times we have experienced. I greatly appreciate the hard work.

    Doug Harris

Contact Us

Plan. Invest. Protect. – Ask us how today!

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avondale wealth office

Mark Chan

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.

Lee Showyin

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.

George Bell

Administration Assistant

George has been in the Financial Planning profession for many years and has worked alongside Mark since 2005. He comes with a strong technical background, having worked as a Financial Planner across many of Australia’s leading financial institutions. In addition to his deep knowledge of all financial planning matters, one of his strengths is his ability to connect well with our clients, and to make them feel understood and well looked after. George holds a Diploma in Financial Planning as well as a Diploma in Management.

During his leisure, he loves spending time with his grandkids and escaping the city to go camping and bushwalking.

Matthew Nott

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.