Advocate Advisory is a boutique financial planning firm founded in 2011. The company specializes in providing personalized, strategic financial advice to individuals and families at various life stages. Their core mission is to help clients achieve their financial goals through comprehensive planning in areas such as superannuation (including Self-Managed Super Funds), investment strategy, retirement planning, and personal insurance. They operate as an Authorised Representative of Lifespan Financial Planning Pty Ltd.

Founded in

Australia