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Building Futures.

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.

Client First

We don't recommend any bank or service unless it's in your best interest.

No cookie-cutter approaches, our advice is tailor-made to suit your financial situation and potential for growth.

Transparent

We keep it simple, and make it clear to you what our strategies and recommendations are.

Accredited

All of our advisors are FASEA Accredited, ensuring the highest standard of financial advice for all our clients.

For more information on FASEA

go to www.fasea.gov.au

Our Team

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Pamela Anderson

Principal Advisor

I am passionate about working with clients to achieve their goals and dreams. I believe my role is to educate and guide my clients on the right path so that their dreams can become a reality.

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Dave Bomford

Advisor

I am passionate about customer experience and team engagement.  My eyes are always open to discover new and innovative ways to improve business processes and make life easier for everyone.

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Penny Simpson

Client Service Manager

Penny goes the extra mile for our clients.

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.