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, 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 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, 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 is a Certified Financial Planner and founder of Avondale Wealth.
Mark holds a Bachelor of Commerce through the University of New South Wales, and has a Diploma in Financial Planning through Deakin University. Mark is an accredited Mortgage Broker, having completed his Certificate IV in Financial Services (Finance/Mortgage Broking) through Kaplan. He is an associate member of the Financial Advice Association of Australia and also a Justice of the Peace (NSW).
Mark serves on the board of several non-profit organisations, and was a national member of Commonwealth Financial Planning’s Advisory Council.
With almost 25 years of experience providing Financial Advice to clients, Mark feels an enormous sense of achievement seeing his clients journey through wealth accumulation, to enjoying the fruits of their labour in retirement.
In his spare time, Mark enjoys travelling and spending time with his wife Melissa and their three teenage daughters.
Financial Planner
Chris has a Bachelor of Commerce (Majoring in Economics and Finance) at Macquarie University, and has completed a Graduate Diploma of Financial Planning through Kaplan. Chris is also a Justice of the Peace (NSW).
Prior to joining Avondale in early 2021, Chris began his banking and finance career at the Commonwealth Bank in their Home Lending team.
As one of Avondale Wealth’s Financial Advisers, Chris aims to provide highly specialised holistic advice aligned to the specific needs of each client. He believes that building a comprehensive and detailed financial strategy is the foundation for all future financial decisions.
In his spare time, Chris enjoys sharing meals with friends, travelling with his wife Reva, and serving at his local church.
Associate
Matt has a Bachelor of Commerce (Majoring in International Business) at Macquarie University.
Prior to joining Avondale Wealth in 2024, Matt has had previous experience working in numerous client-facing roles. Currently, he works in the administration side of the business, and will soon begin his Diploma of Financial Planning.
Matt has aspirations to one-day become an Adviser with Avondale Wealth.
In his spare time, Matt enjoys Stand-up Paddleboarding and travelling, and last year embarked on a 7-month trip across Asia and Europe.
Client Services Manager
Stephie holds a Bachelor of Science in Business Administration, majoring in Financial Management.
Prior to joining Avondale Wealth in 2022, Stephie worked for three years as an Associate Accountant, analysing financial reports and business performance for a Multi-purpose Cooperative.
Stephie now leads Avondale’s Client Services team, attending to matters that are critical for us to execute for our clients.
In her spare time, she enjoys going on adventures and likes singing karaoke.
Client Services Officer
Jul holds a Bachelor of Science in Management Accounting and has extensive experience within the financial industry. Prior to joining Avondale Wealth, Jul worked for 5 years within the professional services and Finance industry as a Team Leader, with a particular focus on credit and collections.
As a member of the Avondale team, Jul helps prepare ongoing client advice and attends to a number of our clients’ day to day needs.
In her spare time, Jul loves to do gardening and to explore new foods.
Senior Paraplanner
Bindu has an MBA in Finance from Andhra University specialising in financial analysis, client management, and strategic planning. She is a dedicated Paraplanner with a number of years experience working alongside leading Financial Planning practices.
Since joining Avondale Wealth as a Senior Paraplanner in 2021, Bindu’s diverse work has provided her with the opportunity to assist a large range of individuals across many different financial strategies. These include areas including Super & Retirement Planning, Investments, Personal Insurances, Aged Care and SMSF advice.
In her spare time, Bindu enjoys spending quality time with her loved ones. Additionally, she is enthusiastic about craft and painting, which allow her to express her creativity.
Paraplanning and Administration Manager
Adelaide holds an Advanced Diploma in Financial Planning (Kaplan 2006).
Prior to joining Avondale Wealth, Adelaide was employed by the Commonwealth Bank of Australia for 33 years in various financial planning roles, with a particular focus on Paraplanning.
Adelaide’s extensive industry experience is an asset to our business and our clients.
As our Paraplanning and Administration Manager, Adelaide assists the advice team to conduct in-depth analysis of tailored financial strategies, and oversees the work of our Paraplanners and Administration teams.
In her spare time, Adelaide enjoys cooking Asian cuisine, and trying new restaurants.
Parabroker
With over 5 years of experience in the accounting industry, Andrew assists the lending team at Australian Loan Professionals as a Parabroker.
With future aspirations to being a Mortgage Broker, Andrew currently holds a Diploma in Finance and Mortgage Broking (Kaplan). Andrew prides himself on his ability to connect with clients, understand their needs and to provide tailor-made solutions to achieve the best client outcomes.
For many years Andrew has enjoyed playing soccer as part of his local team as well as having a fundamental appreciation for music.
Avondale Wealth has a Strategic Partnership with Australian Loan Professionals to provide mortgage broking services.
Andrew Pike is a salaried employee of Australian Loan Professionals (Australian Credit Licence 477788 ABN 31 162 498 071)
Principal Mortgage Broker
Matthew has over two decades of experience in Financial Services and holds a Certificate IV in Financial Services (Finance/Mortgage Broking) and is also a Justice of the Peace (NSW).
His focus is assisting clients to achieve their financial dreams through property investment and loan structuring. He feels an enormous sense of achievement seeing his clients achieve home ownership.
When not at work, Matthew enjoys spending time with his wife Anne and his three sons.
Avondale Wealth has a Strategic Partnership with Australian Loan Professionals to provide mortgage broking services.
Matthew Nott is licensed through Australian Loan Professionals (Australian Credit Licence 477788 ABN 31 162 498 071)
