A boutique dealer group, Advocate Advisory is a national licensee that offers financial advisers a life-long home. At Advocate Advisory, we pride ourselves on our ability to connect with advisers across our network to offer practical & effective solutions for your business. Our key mission at Advocate Advisory is to provide a holistic licensee solution for your business. Advocate Advisory seeks to provide genuine and ongoing licensee support to all of our advisers, whilst giving them the opportunity and freedom to grow their business in a way that suits their needs & goals.
| Website | http://advocateadvisory.com.au |
| Revenue | $5 million |
| Employees | 3 (1 on RocketReach) |
| Founded | 2011 |
| Address | 675 Boronia Rd Ste 3, Wantirna, Victoria 3152, AU |
| Phone | +61 1300 040 978 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Advisory, Financial Services, Financial Planning, Dealer Group, Wealth Management, Investment Advice, Financial Solutions, Boutique Financial, Adviser Support, Wealth Solutions, Business Solutions, Retirement Planning, Superannuation Advice, Compliance Support, Practice Management, Estate Planning |
| Competitors | McCrindle, Aon Australia, Scope Insurance Brokers, WTW, Gartner, Bain & Company, McKinsey & Company, Deloitte, PwC Australia, KPMG In Pakistan +36 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Advocate Advisory Questions
The Advocate Advisory annual revenue was $5 million in 2026.
Jason Davis is the Managing Director of Advocate Advisory.
1 people are employed at Advocate Advisory.
Advocate Advisory is based in Wantirna, Victoria.
The NAICS codes for Advocate Advisory are [5239, 52, 52393, 523].
The SIC codes for Advocate Advisory are [628, 62].
Top Advocate Advisory Employees
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Jason Davis
Managing Director at Advocate Advisory
Melbourne, VIC, AU11
