Addicott Partners is invested in the future of those they serve - servicing clients around Melbourne and throughout Australia.
We pride ourselves on being client-first.
So we don't recommend any bank or service unless it's in your best interest.
We hold multiple accreditations for financial advising, and have years of experience servicing a wide range of clients.
Advice that is about you, not us or product manufacturers.
We listen to you and like to work in collaboration with our clients. Our advice is tailor-made to suit your personal financial situation and potential for growth.
We pride ourselves on maintaining relationships with clients that are engaged and rewarding.
We keep it simple, and make it clear to you what our strategies and recommendations are. We take the time to ensure you understand the advice we are providing and are aware of the benefits and risk with each strategy.
We don't like nasty surprises so we don't do that to you. We do not charge any fees unless you have signed and agreed to them.
All of our advisors are FASEA Accredited, ensuring the highest standard of financial advice for all our clients. We are committed to ongoing education and development.
For more information on FASEA
go to www.fasea.gov.au
Director & Founder
Pamela is passionate about assisting people and started Addicott Partners so that more people could access quality affordable financial advice. Pamela is proud of her Yorta Yorta and GunaiKurnai heritage.
Pamela has worked in various roles in Financial Services since 2005. She has successfully passed the FASEA exam and completed RG146, Advanced Diploma of FP and will complete the Graduate Certificate in FP through Deakin University at the end of 2021.
Dave has extensive experience in Financial Services holding various roles since 2009. He has successfully passed the FASEA exam. Dave has also completed RG146 and the Advanced Diploma in FP. Dave is completing his Graduate Diploma of Financial Planning through Deakin University. Dave is proud Palawa Man.
Dave is skilled at explaining complex financial strategies to clients. He is passionate about assisting clients to achieve their goals and to have the future they dream off.
Client Service Manager
Penny has extensive experience working in large UK financial services businesses.
Penny brings her knowledge and experience to Addicott Partners and manages the back office and ensures the processes work and are followed. She has an eye for detail and enjoys assisting clients to solve problems and get the solutions they need.
1. GET IN TOUCH
Fill out our contact form and we'll organise a meeting with you so we can get an understanding of you and your financial goals.
2. INITIAL APPOINTMENT
We'll get in touch and organise your free initial appointment. We'll discuss your current situation and your financial goals.
3. NEXT STEPS
We'll assess the level of service you will need and recommend one of our service packages - tailored to your specific needs and goals.