AA Advisory

AA Advisory, partner of RFE Group, comprises specialist financial advisors and educators, offering the finest in financial planning services with expert advice in retirement planning, wealth creation, property investment and risk management. The AA Advisory has been established to deliver the best possible results, giving you the knowledge and confidence to grow your wealth.

Your dedicated team of expert consultants will guide you through our unique, three-stage Financial Freedom Program™ to find a complete and personalised financial solution that works: from establishing a foundation, growing your financial base and identifying investments for the future to actively managing your wealth.

Independently Owned.

We are not aligned with big banks or large industry players which gives us access to the widest range of financial products and solutions, and we tailor them to each client’s unique situation.

Integrated Solutions.

From advice, planning and strategy development to property sourcing and management, legal, lending, and insurance needs, and beyond, your dedicated team of financial advisers take care of it all.

Personalised, Premium Service.

All our clients can choose the level of service (and associated fees) they require - from basic advice to ongoing active management of their wealth. We explain all fees and charges upfront, so there are no hidden costs.

Service Guarantee.

We are proud of deliver an exceptional level of service to every client and offer a service guarantee:  we will rebate the fees we charged should we not deliver on the promises we made.

Our services

Wealth creation
Our aim is simple – create wealth. We help improve your financial performance, identifying financial opportunities so you can enjoy the benefits.

Retirement planning
Don’t underestimate the savings needed for a comfortable retirement. We offer services in taxation and superannuation to help achieve your retirement goals.

Investment strategies
Proper planning and knowledge is essential for investing. Our experts help guide you through investment decisions, meaning you see the rewards sooner.

Portfolio management
Whether a seasoned investor or creating a new investment portfolio, we are able to ensure your investments are effectively managed to maximise returns.

Our experts in tax, financial planning, lending and property research can help you build a successful property investment strategy for stable, strong returns.

Holding our own Australian Credit Licence (ACL), we are not tied to any bank or other provider and can help you select the best loan product for your situation, whether purchasing a home or looking to invest.

Meet the team

Peter Rheinberger - Principal
Rasika Dayananda - Director
Tony Chik - Head of Lending
Charith Rodrigo - Lead Advisor
Aidan Kelly - Second Advisor

Let us help you build wealth

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