Adrian D’Mello

Adrian D'Mello
Financial Adviser
  • Authorised Representative of BG Wealth Management Pty Ltd
  • Master of Financial Planning
  • Member of FPA
  • Registered Member of Tax Practitioners Board (TPB)

“Through personal life experiences and helping clients along their journey, I’ve found taking an interest in your financial situation is the first step in building something better for you and your family to enjoy. I feel a great privilege to be included by my clients to help them with formalising their plans.”

Adrian has been providing financial advice since 2010; initially earnings his stripes with an Industry Fund, then working with a top 4 bank and then continuing with an accounting practice in Country Victoria.

Adrian has been providing advice to young clients starting their financial journey; helping them save towards a first home and putting suitable insurance in place. He also specialises in retirement planning with strategies around Superannuation and maximising Centrelink benefits. Adrian is also accredited to provide advice with Aged Care needs.

Adrian is well respected by his peers and been acknowledged for building trust with his clients. He continues to build on his knowledge even after completing his Masters of Financial Planning.

Out of the office, Adrian spends time enjoying sport, socialising with friends while taking road trips. He continues to travel, each year exploring another part of the world.

Financial Services Guide and Adviser Profile – Adrian D’Mello

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

All services are provided as a Corporate Authorised Representative of BG Wealth Management Pty Ltd, ABN 14 127 520 558, AFSL 496348.

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Financial Planning Services provided as an authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au

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