About Us
Everything you need to know about our Company
Who we are
AS Wealth Advisors stands as a dynamic force in the Wealth Advisory sector, over 17 years of experience in Financial Advising, Banking, and Client Management.
Dedicated to meeting the needs of accomplished clients, we specialise in guiding them towards comprehensive wealth management solutions.
Our commitment to integrated wealth management is reflected in our approach, where we:
Evaluate
Lifestyle Needs and Financial Goals
Manage
Superannuation & Invesments
Develop
Protection Strategies:
Foundations of wealth not compromised
Execute
Strategies to achieve specific goals
This method ensures our clients gain a crystal-clear view of their current financial landscape and the path ahead.
No matter the market's ebb and flow, we actively involve our clients in collaborative, in-depth conversations to fully grasp their unique needs and formulate holistic solutions. Whether the objective is wealth growth and preservation for retirement, developing strategies for wealth transfer to family or business partners, or fortifying financial positions during life's unpredictable turns, our approach is customised.
Our aim is to guide clients in realising these aspirations through enduring relationships built on a foundation of trust. This not only provides a sense of tranquility but also affords them the time and liberty to pursue their passions.
Our Service Offerings:
Our Team
Think of an advisor as your personal money coach. We bring the precise knowledge, expertise, and guidance necessary to pinpoint your specific goals and support you in achieving them. Early planning can make a significant impact.
Similar to how an accountant or lawyer employs their professional training and formal study, a Financial Advisor draws on their experience to comprehend your individual financial situation. They coordinate solutions tailored to meet your needs across all aspects of your financial life. Tapping into this expertise ensures you receive optimal advice, safeguarding and optimising your family's income and asset position in the short, medium, and long term.
David Posterino
Director | Financial Advisor
davidp@aswealthadvisors.com.au
David has over 17 years of experience in both the Financial Advising and Accounting Industry. He has previously worked in Business Advisory for a top tier Accounting firm, and as Financial Adviser for a major bank in the Premium Banking realm. He holds a Bachelor Degree from Deakin University majoring in Accounting, Finance and Financial Planning, with specialisation in Self Managed Super Funds, Direct Equities and Insurance.
Authorisations
David Posterino ASIC Authorisation Number 1254299
AS Wealth Advisors Pty Ltd ASIC Authorisation Number 1254298
Tax Practitioners Board (TPB) - Tax (financial) adviser registration number 25578400
Member of the Financial Planning Association of Australia (FPA)
Qualifications
Bachelor of Commerce (Majoring Accounting, Finance and Financial Planning)
Accredited Listed Product Adviser Program Accreditation
Self-Managed Superannuation Funds Accreditation
Aged Care Specialist Accreditation
Rony John
SMSF Manager
Rony has over 11 years of experience in accounting and business advisory services. He assists the team in maintaining tax affective structures within Self Managed Super Funds (SMSF’s). He has previously worked in top tier accounting firms and has vast experience in financial services. He holds a Bachelor degree majoring in accounting and finance, and is a fully registered CPA. Rony now specialises in Self Managed Superannuation Funds.
Qualifications
Bachelor of Commerce (Majoring Accounting & Finance)
CPA Australia (full registration since November 2011)
Self-Managed Superannuation Funds Accreditation
Aged Care Specialist Accreditation
RG146 Accredited (completed in 2018)
Vesta Kasala
Client Services Manager
Vesta is a detail-oriented Client Services Manager with a passion for efficiently managing backend operations. Known for her warm client interactions and exceptional organisational skills, Vesta provides crucial auxiliary support to advisers. She plays a pivotal role in driving client success by conducting thorough research on clients' current positions in superannuation, investments, and insurance and addressing client enquiries.
Qualifications:
Master of Banking and Finance, Monash University
Manuel Jamio
Paraplanner
Manuel is an experienced Paraplanner who excels in research, data analysis, and preparing detailed financial plans. Proficient with industry tools and software, Manuel ensures accuracy and efficiency in his work. He is committed to professionalism and confidentiality, contributing to the delivery of excellent financial services to clients.
Qualifications
RG 146 Diploma in Financial Planning
Bachelor of Mathematics
Rose Pantano
Receptionist and Administrative Assistant
Rose is a dedicated Administrative Assistant and Receptionist with over 25 years of experience in the Legal and Accounting industries. With her strong leadership skills, she excels in fast-paced environments, providing exceptional customer service and meticulous attention to detail. Her commitment to delivering outstanding client service makes her a valuable asset in our business.