About Rounded Wealth Advisory
Vision
Our trusted and personalised financial advice service to improve your financial wellbeing and that of the larger community.
Mission
We provide high quality, independent, streamlined and cost-effective financial advice.
Values
Quality
We advise you in a manner that is easy to understand
Expediency
We act in your best interests promptly free from influence
Purposeful
We are highly committed to our clients, community and environment.
Rounded Wealth Advisory provides a professional and friendly service that is built upon years of experience.
We strive to give you optimal advice and an experience that will make you smile. Your financial and overall wellbeing is our priority.
We leave no stones unturned spending as much time to understand your financial needs, goals, objectives and concerns. We are about advising and implementing financial strategies and solutions that are appropriate to them requirements.
We ensure an ongoing advice service with benchmarks and targets to aim at and keep you on track. All our clients and partners will be able to view their portfolios, invesments and personal insurances under a new industry leading e-wallet for ongoing management.
Our Rounded
Wealth Advisory team
Finlay is a Certified Financial Planner member of the Financial Planning Association of Australia. He has over 20 years of experience in the financial services industry. He has worked for leading financial advisory institutions and fintech businesses as a financial planner, private wealth adviser & national business development manager.
Finlay has fulfilled the Australian Financial Adviser Standards and Ethics Authority's (FASEA) educational requirements, which places him well as the Responsible Manager of Rounded Wealth Advisory's Australian Financial Services License. He holds a Bachelor of Commerce with Honours from University of Western Sydney and an Advanced Diploma in Financial Planning with Kaplan Professional. He loves spending time outdoors with the family.
Hien is a member of the Certified Practicing Accountants (CPA) of Australia. She has practised as an Accountant for over 15 years, servicing individuals and businesses with their accounting and taxation needs.
She provides a personalised service when advising clients by working to understand their needs and forming strategies accordingly. With a rapidly changing taxation regulatory environment, she attends most industry- related conferences to ensure she can maximise her clients’ benefits.
Hien holds a Bachelor of Business Degree from University of Queensland
John has a wealth of experience (over 40 years) across Accounting and Information. He ensures strategic, proactive and highly compliant tax advice. He began his career at Neville Russell's Chartered Accountants London, honing his skills in tax accounting and auditing, while implementing the firm's transitioning national IT system.
After that he held the position of Chief Financial Controller of Telford Inns, which at the time, was the largest Australian owned hotel group, with a turnover exceeding $70 million. Following this, John and his former partner Michael Curtis established Curtis & Moore, which later became Moore + Moore. John graduated from the Swinburne Institute of Melbourne with a Bachelor of Accounting.
Partners
Industry Bodies & Regulator
State Managers
