Avey Financial Pty Ltd

17 Balook Court, Cranbourne North, VIC, 3977

phone 03 8594 0099

Avey Financial are Online financial planners with one goal in mind – to expand the reach and accessibility to quality financial advice Australia wide. Our goal is to leverage today’s technological capabilities and target the Australian population that are missed when it comes to receiving financial help. This may be because of location, i.e. residing in remote areas, affordability or simply just not having the time to see a planner – we’re here for you. Avey Financial are on the path to pioneering the new age of financial planning with the focus on helping more and more Australians account for today and prepare for tomorrow.

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Our team

Daniel Bird
Director / Financial Adviser

Daniel is a young dedicated Financial Planner who has been operating in the industry for the past 5 years. After obtaining his Diploma of Financial Planning, he continued his development through exposure to different advice areas - with the purpose of honing his knowledge and ability to ensure every client he deals with receive sound advice. His chosen area of expertise lies in Risk Insurance & Superannuation.

Lucas Nguyen
Director / Financial Adviser

Lucas is a financial planner with a strong passion in helping others. Coming from a background of business combined with his Diploma in Financial Planning, he brings fresh eyes into the industry and intends to use his knowledge and experience to help more Australians receive the financial advice they need to achieve their financial goals and dreams.