About Us

AD Advisory® was founded on the belief that people want to use their money to create rich, meaningful and purposeful lives.

Holistic

We don’t just focus on your money. We focus on you: your dreams, values, goals, family needs, and life philosophy.

Comprehensive

Your financial wellness depends on more than just investments; we work with the whole picture in mind.

Educational

We let you know the reasons behind our recommendations, so you can confidently make informed choices.

Our People

Abinash Dhungel MANAGING DIRECTOR – GD.ATL, M.FIN.PLAN, M. COMM(ACC), MBA, FIPA, CTA, CFP®, SSA™

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With over 20 years of professional experience providing Personal Financial advice to Business Owners, Executives, Entrepreneurs and Professionals, Abinash has a tireless work ethic that centres on achieving positive outcomes for his clients and stakeholders, always prioritizing their best interests above his own.

Click here to read Abinash Dhungel’s Adviser Profile.

Abinash

Michael Taylor Business Development Director – BA (Hons)

With over 20 years experience, Michael is a trusted and proven professional whose clients value him above all for the relationships he has built and cultivated with them.

He believes the financial services industry is first and foremost about “service” - listening, communicating, and taking the time to truly understand his clients’ needs.

Michael Taylor

Karan Arya - Senior Paraplanner

Karan has a Masters in Accounting from the University of Melbourne, and has worked in the Financial Planning Industry for over 14 years. He is an avid cricket enthusiast and foodie, and has a real love for numbers and financial markets.

His greatest passion though is for helping people become truly financially independent, and this shines through clearly in the work he does every day.

Ashleigh McGuiness – Client Services Adviser

As a full-fledged member of the Mortgage Finance Association of Australia (MFAA) with a Diploma of Finance and over 15 years’ experience in the banking industry, Ashleigh has proven time and again her high attention to detail and accuracy in all her application processing work.

This is not only essential in today's lending environment, but paramount to making the loan application for clients a smooth one. "She gets results with lenders, and fast" as one client put it.

Belinda English  – Client Services Administrator

Belinda has a genuine passion for helping people with their financial needs, and over her career has honed the skills to do exactly that. She has over 25 years experience in Banking, Finance, customer service, mentoring and management roles. With an extensive Credit background in both Residential, Commercial, and SMSFs etc, she is well versed in dealing with clients of every stripe, even those with extremely complex financials.

Outside of work, Belinda enjoys keeping fit with pilates and walking her dogs.

Mary Tripodi – Client Services Administrator

Mary has 20+ years experience in loan processing, customer service, sales and data entry, and is known for her great negotiating skills- a huge bonus when tackling the banks, insurance companies and fund managers. She has proven her abilities to analyse problems and quickly develop solutions to ensure the most efficient results, tailored to each individual client.

Outside of work Mary is busy running a household and looking after a young child.

 

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