Our consultation methodology
Our process is based on transparency, objectivity, and compliance with Australian financial standards. We start with an initial needs assessment, listen to your objectives, and gather relevant data. Our analysts then conduct a thorough review using current research and independent evaluation frameworks. Throughout, we prioritise privacy and provide clear, actionable recommendations that reflect your individual needs—not generic templates. Each stage includes open communication, ensuring you are informed and can ask questions at every step. By focusing on research-driven analysis and personal engagement, we deliver recommendations that respect both your unique situation and the broader regulatory landscape.
Meet our consulting team
Andrew Fletcher
Senior Adviser
Andrew combines over 20 years of professional experience with deep knowledge of evolving Australian regulations. He is committed to providing objective, compliance-focused recommendations that reflect each client’s particular financial situation.
Julia Tran
Compliance Analyst
Julia ensures all client interactions are in line with the latest industry guidance and ASIC requirements. Her attention to detail supports our commitment to transparent, evidence-based recommendations for every client.
Rebecca Mensah
Client Liaison Specialist
Rebecca is focused on clear, approachable communication, helping clients navigate the consultation process seamlessly. She maintains open dialogue from first contact through every follow-up, building lasting client relationships.
Our process explained
Initial assessment
We schedule a session to understand your current situation, goals, and any questions you want addressed.
Information gathering
You provide relevant data and context, helping us tailor our independent analysis to your needs.
Analytical review
Our team uses current research and proven frameworks to review your position and develop personalized recommendations.
Delivery and discussion
We explain our findings and recommendations in detail, allowing for your questions and feedback throughout the session.
Compare our approach
Transparent, research-driven recommendations set us apart in the Australian market
fenorilavio
Analytical financial recommendations
Independent analysis
Objective, evidence-centered reviews
ASIC compliance focus
Processes meet legal standards
Personal consultation
One-on-one recommendations
Transparent reporting
Clear summaries provided
Alpha Advisory
General market guidance
Independent analysis
Objective, evidence-centered reviews
ASIC compliance focus
Processes meet legal standards
Personal consultation
One-on-one recommendations
Transparent reporting
Clear summaries provided
Summit Insights
Template-based offers
Independent analysis
Objective, evidence-centered reviews
ASIC compliance focus
Processes meet legal standards
Personal consultation
One-on-one recommendations
Transparent reporting
Clear summaries provided