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AD Advisory ® Certified Financial Planner ® Sydney

5.0(78 reviews)See reviews ↓·Sydney

About the company

AD Advisory is a Financial Advice Association Australia Professional Practice. As an Accredited FAAA Professional Practice, AD Advisory complies with the highest ethical and professional standards set by the FAAA. AD Advisory's Senior Advisors all hold the CERTIFIED FINANCIAL PLANNER® designation. AD Advisory was founded on the belief that people want to use their money to create rich, meaningful and purposeful lives. Abinash Dhungel is the Managing Director of AD Advisory.

Abinash Dhungel has over 20 years of professional experience providing Personal Financial advice to Business Owners, Executives, Entrepreneurs and Professionals. Michael Taylor is the Business Development Director of AD Advisory. Michael Taylor has over 20 years experience. Karan Arya is a Senior Paraplanner at AD Advisory. Karan Arya has a Masters in Accounting from the University of Melbourne and has worked in the Financial Planning Industry for over 14 years. Belinda English is a Client Services Administrator at AD Advisory.

Belinda English has over 25 years experience in Banking, Finance, customer service, mentoring and management roles. Mary Tripodi is a Client Services Administrator at AD Advisory. Mary Tripodi has 20+ years experience in loan processing, customer service, sales and data entry. AD Advisory offers services including Debt Advice, Personal Risk Management, Financial Planning, Tax and Accounting, Investment Planning, Property Conveyancing, and Superannuation and SMSF.

What customers say

Based on genuine customer reviews

AD Advisory ® Certified Financial Planner ® Sydney is a financial planning practice based in Crows Nest, New South Wales, and has built up 78 reviews with a 5 average rating. It is listed in the directory under the financial planning practice category. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.

AccountantMortgage broker

Reviews

Reviews are taken from publicly available sources.

PW
Paul Wilcox19 June 2026

“I’ve had the pleasure of working with Abinash for many years, and I can confidently say he is an outstanding financial planner. His depth of knowledge, professionalism, and ability to understand highly complex and sophisticated client needs set him apart. With over 25 years of experience, he brings a rare combination of technical expertise, sound judgement, and genuine care for his clients. He explains matters clearly, thinks strategically, and always takes the time to tailor advice to the client’s objectives, needs, goals and personal circumstances. I would highly recommend Abinash to anyone seeking highly qualified and trusted adviser

MP
Mark Pearson16 June 2026

An absolute pleasure to deal with Abinash and his team. The process was made easy; he went over and above to make sure I understood all the steps through the process. Highly recommend Abinash and his team for your financial services.

RB
Rina Boquiren2 June 2026

Working with Abinash at AD Advisory has been a seamless experience. Over the last four years, he patiently guided us, provided honest and valuable advice, and helped us get into the best possible position to secure a fantastic loan with a great lender. What really stood out is his support, knowledge and promptness in his replies - the entire process from initial consultation to settlement was professional and genuine. He was determined to find the right solution for us for what was a complex and unique situation. Very grateful for the outcome!

KG
karl gordon3 January 2026

Spectacular efforts from a spectacular team. AD Advisory will be the only team I will be using for any future financial advise. Not only did they get everything I wanted they also took the stress out of the equation as well. I would highly recommend anyone to this team.

TD
Tyler Dewey25 August 2025

I recently worked with AD Advisory to refinance my home loan, and the experience was excellent from start to finish. They explained all my options clearly, handled the process professionally, and made everything stress-free. Their guidance and communication helped me secure a better deal and saved money. I’d highly recommend AD Advisory to anyone looking for reliable financial advice or support with refinancing. Tyler ,

SY
Simon Yeoh23 March 2024

Abinash is simply outstanding as a financial advisor and loan broker. His invaluable knowledge, integrity and professionalism is second to none. Before providing any advice, he takes the time to fully understand your specific goals to craft a financial plan that precisely fits your needs and circumstances. What sets Abinash apart is his meticulous approach to financial planning and dedication to delivering exemplary service. I can highly recommend AD Advisor.

FP
Francine Parisi19 November 2023

Highly recommend AD Advisory. They are professional, knowledgeable and honest. They provide a superior service and are a joy to deal with. We’ve had the pleasure of knowing Abinash for more than 20 years, and have engaged his professional services multiple times, where he’s been a great help, a wealth of knowledge and always eager to assist. .

Financial advisers & planners in Sydney compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

RankProviderRatingReviewsOpen Sat.
1AD Advisory ® Certified Financial Planner ® Sydney (this page)★ 5,078No
2Committed Financial Planning - Sydney★ 5,025No
3Discovery Wealth Advisers★ 5,0251No
4CFV Advisory (formerly CFV Services)★ 5,056No
5Ethinvest★ 5,01No
Contact
+61280065494adadvisory.com.au119 Willoughby Rd, Crows Nest NSW 2065
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed