who we are

Great Advice is a boutique advisory firm, made up of passionate professionals with one goal in mind; helping people live their best financial life. We do this by coaching and providing our clients with any tools necessary. We do this through education and technology to deliver progressive holistic advice.

Great Advice is a multi-award winning firm and are proud to be in the advisory space for over 10 years, helping people optimise their personal, family and lifestyle goals. Great Advice is focused on helping our community around us and grow organically through word of mouth referrals from our great clients.

We are licensed through AMP Financial Planning, one of Australia’s leaders in the wealth managed industry. We pay AMP Financial Planning to manage our compliance, in which we are audited regularly and monitored to ensure that we continue to provide quality advice that meets industry and client expectations.

Just because we are licensed by AMP Financial Planning does not mean that our recommended product outcome is AMP centric. We are one of Australia’s largest individual insurance writers outside of AMP products and have been awarded by other companies for volume performance in insurance.
We specialise on goals-based advice and finding the right outcomes that optimises their financial standpoint for them to live their best financial life.

Financial Advice

We help you live your best financial life; we do this by delivering proactive advice which is engaging, meaningful and is relevant in today’s world whilst considering your desired lifestyle.

Great Advice specialises in goals-based advice; this means that your goal is our mission. We will explore your goals, navigate a way forward and review and adapt to your new circumstances to help you be always ready to seize opportunities.

  • We invest your retirement and lifestyle savings to meet your personal unique goals.
  • We protect what is important to you and your loved ones by evaluating your insurance needs and providing affordable solutions.
  • We give you peace of mind knowing that your best interests are always met with consideration and with a professional service.

Loan Broking

We provide a loan brokerage service with your wholistic goals in mind. We provide you with loans for:

  • Your Home
  • Your Investments
  • Your Equipment Finance
  • Your Vehicle

We don’t just provide you with loans, we also show you how they impact you and how to pay them off faster. We believe lending is an important tool in assisting our clients to achieve their goals. “This is why we have this service offering Inhouse”.

Our Team

meet the friendly team

George Iacovou

Financial Adviser

Dan Hutchison

Financial Adviser

Juan Castano

Financial Adviser

JB Dimazana

Credit Loan Processor

Patricia Manalili

Client Manager

Thomas Windle

Finance Broker