• Avant Financial
    Advice

    The smart choice for doctors

  • Financial advice for doctors from someone you trust

    As salaried employees, you can be assured Avant financial advisers work for your best interest. They have a deep understanding of your career trajectory and financial requirements as you progress through life and career, and have the expertise to advise you on the best plans for you.

    Complimentary consultation

    Seeking financial advice can be daunting, so your first appointment with one of our financial advisers is complimentary. Get in touch and make a time to explore ways we can help you.

     

    No matter where you are in your medical career, training stage or speciality, no one understands the professional journey and financial complexities of a doctor better than Avant. As your career evolves and your personal circumstances change it’s important to talk to someone you trust to help maintain your financial well-being.

    Over 50% of Australian doctors trust Avant with their professional reputation. That’s why Avant provides a comprehensive range of integrated financial advisory services exclusively for doctors and their families to ensure a financially secure and rewarding future.

  • Our services


    financial goal setting

    Financial goal setting

    Set realistic financial goals to improve your life by considering your current situation and where you’re headed as a doctor.

    investments

    Investments

    Make smarter investment choices, for both super and non-super. Identify your level of investment risk tolerance, and align you to the different investments that will maximise your return.

    superannuation

    Superannuation

    Is your superannuation working as hard as you are towards your retirement plans? Get an expert appraisal of your current super situation and the guidance to make any improvements you need.

    Life insurance

    Life Insurance

    Find the right cover to meet your needs as a medical professional, so you and your family are protected no matter what happens in the future.

    structuring tax planning

    Structuring and tax planning

    Take a proactive approach to tax planning and structuring to maximise your opportunities and protect your assets.

    wealth creation

    Wealth creation

    Get the latest expert advice on the most effective ways to build wealth beyond just superannuation and property. We help you design a strategy tailored to your goals.

    Debt management

    Debt management

    Structure your debt more effectively, whether it’s for your practice, your home loans or car leases. With our guidance, you’ll stay on top of debt.

    retirement planning

    Retirement planning

    Personalised planning for peace of mind. Receive a regular income throughout retirement to maintain the lifestyle you want.

    estate planning

    Estate planning

    Comprehensive advice to ensure your assets are transferred according to your wishes to those you leave behind.

  • Have a question?

    If you need an answer fast, just contact us by phone or email, our team is available Monday – Friday, 8am – 6pm AET (Australian Eastern Time).

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

    Contact us

    phone icon

    phone icon

    International +61 2 9260 9000




     
  • Meet the team

     
    Dennis Souksamlane

    Dennis Souksamlane CFP®, CTA, M Fin Plan, B App Fin, B Com (Acc), Dip Aus Tax Law
    Financial Adviser
    dennis.souksamlane@avant.org.au | 02 9260 9121
    Schedule an appointment with Dennis

    Dennis joined Avant in 2019 and has over 10 years’ experience working in the financial planning profession. He was previously a director and the lead financial adviser for the financial planning division of a chartered accounting firm. He has also worked as a financial adviser at a trustee company, private wealth firms and within the government / industry superannuation fund sector.

    Dennis holds a Master of Financial Planning, Bachelor of Applied Finance, Bachelor of Commerce (Accounting) and Diploma of Australian Tax Law. He is a Certified Financial Planner (CFP®) of the Financial Planning Association, a Chartered Tax Adviser (CTA) of the Tax Institute of Australia and is registered by the Tax Practitioners Board as a Tax (financial) Adviser.

    Kane Spence

    Kane Spence AFP®, BEcon, Adv.Dip FP
    Financial Adviser
    kane.spence@avant.org.au | 02 9640 1167
    Schedule an appointment with Kane

    Kane joined Avant in 2018 and has five years’ experience in financial planning. He has previously worked with doctors and high net worth individuals assisting them with investment advice, superannuation (including self-managed superannuation funds), gearing strategies, retirement planning and life insurance needs.

    Kane holds a Bachelor of Economics (Banking & Finance) and an Advanced Diploma of Financial Planning. Financial Planner Member of the Financial Planning Association of Australia.

    Gerrie Vermeulen

    Gerrie Vermeulen CFP®, BCom (Hons), Adv.FP, PG. Dip FP
    Financial Adviser
    gerrie.vermeulen@avant.org.au | 02 9260 9141
    Schedule an appointment with Gerrie

    Gerrie Vermeulen joined Avant in September 2016 and has over 12 years’ experience in the financial service industry. He has worked as a private banker, business banking manager and financial planner.

    Gerrie holds a Bachelor of Commerce (Honours), Graduate Diploma of Financial Planning, Advanced Diploma of Financial Planning and a Certificate IV in Finance and Mortgage Broking. He also holds the Certified Financial Planner® with the Financial Planning Association of Australia and is registered by the Tax Practitioners Board as a Tax (financial) Adviser.

    Andrew Hiscock

    Andrew Hiscock CFP®, BA (Hons), PG. Dip FP
    Financial Adviser
    Andrew.Hiscock@avant.org.au | 08 7071 9889
    Schedule an appointment with Andrew

    Andrew Hiscock joined Avant in 2018 and has 15 years’ experience as an 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.

    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 by the Tax Practitioners Board as a Tax (financial) Adviser.

    Tony Richard-Preston

    Tony Richard-Preston F Fin, AFP®, LLM, LLB, BCom, Dip FP, Cert IV FMB
    Head of Wealth Management
    tony.richard-preston@avant.org.au | 02 9640 1190

    Tony joined Avant in 2016 and is the Head of Wealth Management. Over the last 20 years Tony has held senior roles in financial planning, funds management and investment advisory. He has successfully established and operated the personal financial advice services for several major government and industry super funds as well as managing multi-billion dollar direct equities portfolios for institutional investors.

    Tony holds a Master of Laws (Corporate, Commercial & Taxation), Bachelor of Laws, Bachelor of Commerce (Accounting, Banking & Finance), Diploma of Financial Planning and a Certificate IV I in Finance and Mortgage Broking. He is a Fellow of the Financial Services Institute of Australia, a Financial Planner Member of the Financial Planning Association of Australia and is registered by the Tax Practitioners Board as a Tax (financial) adviser.

  • Avant Mutual Financial Services is a registered business name of Doctors Financial Services Pty Ltd ABN 56 610 510 328 AFSL 487758 (DFS). Avant Financial Advisers are Authorised Representative of DFS. The information provided here is general advice only and does not take into account your objectives, financial situation or needs. You should consider whether the product is appropriate for you and the PDS for the relevant product, available by contacting us on 1800 128 268, before deciding to purchase or continuing to hold a policy or plan.