How we approach financial planning at ducitaroisera
Consultation-based guidance
Our methodology is rooted in understanding your needs, applying local expertise, and delivering objective, transparent advice. We do not promote specific products and always keep your interests at the centre.
Information provided is general in nature. Results may vary.
Meet our experienced team
Local knowledge, real commitment
Aaron Mitchell
Senior Advisor
Bachelor of Commerce University of Sydney
14 years "Australian regulations"
Allied Financial Group
Awarded for client satisfaction
Published in local finance journals
Aaron has over a decade of experience in financial consultation and specialises in helping clients make practical, sustainable plans.
Jessica Lee
Client Relations
Diploma of Financial Services TAFE NSW
8 years "Client engagement"
Sydney Advisory Hub
Recognised for outstanding service
Led client feedback initiatives
Jessica is dedicated to ensuring every client feels heard and supported, drawing on her background in customer service and compliance.
Rajiv Patel
Regulatory Analyst
Master of Finance Monash University
10 years "Regulatory compliance"
Melbourne Consulting
Developed compliance protocols
Speaker at industry events
Rajiv brings strong analytical skills and up-to-date local knowledge, ensuring our services remain compliant with the latest regulations.
Grace Wu
Operations Lead
Bachelor of Business University of Queensland
9 years "Process optimisation"
Pacific Finance
Implemented new client systems
Awarded for team leadership
Grace ensures ducitaroisera’s processes run smoothly and efficiently, balancing operational demands with a focus on client satisfaction.
Our straightforward process
We make each step clear, practical, and focused on your needs.
Initial conversation
We begin with a relaxed chat to understand your situation and what you hope to achieve.
No decisions are needed during your first meeting.
Information gathering
We collect relevant details to ensure any guidance is accurate and fits your unique goals.
Your privacy and data are always protected.
Analysis and review
Our team analyses your information using up-to-date knowledge of Australian regulations.
Every recommendation is explained in plain language.
Personalised recommendations
We share tailored advice, address your questions, and outline clear next steps.
All advice is objective and product-neutral.
How ducitaroisera compares
Transparent, unbiased, and always focused on your needs.
See how ducitaroisera’s consultation-first approach and transparency make us different from typical market alternatives.
ducitaroisera
Personalised, impartial advice and client-focused support.
Typical provider
Often product-driven or focused on commission sales.
Transparency
Clarity on process and fees
Client focus
Advice based on your needs
Local expertise
Up-to-date knowledge of regulations
Privacy safeguards
Strict client confidentiality