Avant - Mutual Group

  • Doctors Wealth
    Management

    Always in a doctor’s best interest

  • Meet the team at Doctors Wealth Management

     
    Anthea Dang

    Anthea Dang

    E: anthea.dang@avant.org.au
    M: 0466 421 172
    Financial Services Guide

    Financial Adviser

    Anthea Dang has over 10 years of experience as a financial adviser. Prior to joining Avant she was a private client adviser with Australia’s leading private bank, working with doctors and healthcare professionals to realise their personal and professional aspirations. Anthea has been a regular financial literacy presenter for corporate and government bodies such as Perpetual, Clayton Utz, and Carers NSW. She serves as a financial coach to her clients so they can continue to pursue a life of purpose knowing they are financially secure.

    Anthea is qualified to provide advice on; superannuation, wealth creation, life insurance, self-managed super funds, gearing, business insurance and retirement planning and enjoys helping her clients achieve their life goals. Anthea holds a Bachelor of Business (Banking & Finance), is a member of the Financial Planning Association and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

    Monique Doney

    Monique Doney

    E: monique.doney@avant.org.au
    M: 0429 515 297
    Financial Services Guide

    Financial Adviser

    Monique has worked in the financial planning industry since 2013 and is experienced in a wide range of areas including self-managed super funds, retirement planning, insurance, investment, estate planning and even aged care. Monique helps her clients to balance their current needs and wants with their long-term wealth creation plan and takes pride in the work she has done with doctors and other healthcare professionals. Monique assists her clients to define and achieve their personal and business goals through a holistic advice approach.

    Monique is currently working towards her Master of Financial Planning, and she has a Bachelor of Commerce (Finance), Bachelor of Economics (International Trade & Finance) and a Diploma and Advanced Diploma in Financial Planning. Monique is a Certified Financial Planner (CFP®) with the Financial Planning Association, a Justice of the Peace (Qualified) and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

    Andrew Hiscock

    Andrew Hiscock

    E: Andrew.Hiscock@avant.org.au
    M: 0448 083 430
    Financial Services Guide

    Financial Adviser

    Andrew Hiscock joined Avant in 2018 and has 15 years of experience as a financial adviser. He has previously worked in the South Australian public sector, specialising in providing complex superannuation strategies unique to untaxed funds, including advice on defined benefit schemes, salary sacrifice, insurance and transition to retirement. He has a wealth of experience advising clients in the healthcare sector and understands the complex nature of the superannuation relationship between public and private practice, industry and government funds and the needs of his clients.

    Andrew holds BA (Hons) and an Advanced Diploma of Financial Services (Financial Planning). Andrew is a Certified Financial Planner (CFP®) with the Financial Planning Association of Australia and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

    Will Wilson

    Will Wilson

    E: will.wilson@avant.org.au
    M: 0400 846 959
    Financial Services Guide

    Financial Adviser

    Will has been a financial adviser since 2012. Prior to joining Avant, he specialised in providing advice to business owners across a range of industries for a large private bank and understands the needs of doctors and practice owners when it comes to securing their financial future. Will also successfully owned a financial planning business and understands first-hand the highs and lows of running a practice. Will enjoys getting to know and understand what is important to his clients and prides himself on providing simple and effective solutions to help them achieve their goals.

    Will is nearing completion of a Masters in Financial Planning and holds a Graduate Certificate in Financial Planning as well as an Advanced Diploma of Financial Services (Financial Planning). He also holds accreditations in self-managed super funds, margin lending and mortgage broking, is a member of the Financial Planning Association (FPA) and registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

    warren-brooks-250-250

    Warren Brooks

    E: warren.brooks@avant.org.au
    M: 0466 331 658
    Financial Services Guide

    Risk Specialist

    Warren has been a financial adviser for over 21 years. His passion is to build long lasting relationships with clients by helping them establish adequate financial protection through suitable insurance. He specialises in providing life, income protection and trauma insurance and understands the varying needs of individuals and practice owners when it comes to protecting their family and their assets.

    Warren holds a Diploma of Financial Planning, is a member of the Association of Financial Advisers (AFA) and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

    Book an appointment

  • Financial advice from someone you can trust so you can focus on those who trust you

    All our advisers are highly qualified, registered with the Tax Practitioners Board (TPB), comply with the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics and have years of financial advising experience.

    Even more importantly, Doctors Wealth Management financial advisers are all salaried employees of Avant – a mutual owned by doctors, for doctors, for more than 125 years. So we understand your unique needs and we always work in a doctor’s best interest.

    There’s a reason over 50% of Australian doctors trust Avant with their professional reputation. Now, you can trust us to look after your financial wellbeing too.

  • Simple, transparent pricing

    Our fees are simple and transparent, with a fixed fee for financial advice. Importantly, Doctors Wealth Management advisers are not rewarded based on the products they recommend, the amount of cover you need or how much you invest. Be assured that we are committed to working in your best interests. Not just because it’s the law, but because it’s at the heart of our mutual ethos and culture: putting you first, always.

  • Have a question?

    If you need an answer fast, just contact us by phone or email, our team is available Monday – Friday, 8am – 7pm AET.

    You can also schedule an appointment and we will call you back at your preferred time.

    Contact us

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    Phone 1800 128 268

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    International +61 2 9260 9000

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    Email wealth@avant.org.au

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    Online Book an appointment

     

  • Important Disclaimer: The material contained in this publication is of general nature only. It is not, nor is intended to be legal, accounting, tax or financial advice. Doctors Financial Services Pty Ltd (DFS) and its related entities have not considered your individual objectives, financial situation and needs in providing this information. If you wish to take any action based on the content of this publication we recommend that you seek appropriate professional advice. While we endeavour to ensure that this information is as current as possible at the time of publication, we take no responsibility for matters arising from changed circumstances, information or material. DFS and its related entities will not be liable for any loss or damage, however caused (including through negligence), that may be directly or indirectly suffered by you or anyone else in connection with the use of information provided. Doctors Wealth Management is a registered business name of Doctors Financial Services Pty Ltd ABN 56 610 510 328, AFSL 487758. Doctors Wealth Management Financial Advisers are Authorised Representatives of DFS.