Pride Advice and Accounting was formed in 2018, becoming the second location for Adelaide based Pride Advice in Australia.
Pride Advice and Accounting’s ethos is personalised, high level service to clients who elect to receive a capable and diligent service addressing their financial, investment and accounting needs.
The firm comprises two divisions:
- Private Wealth Management which provides full service financial advice.
- Accounting and Tax which provides accounting services to a range of individuals and business entities.
The firm has eight permanent staff, and is supported by an associate network of over 10, spread around Australia and the world. The firm’s combined service lines provide services to around 450 clients and entities.
Pride Advice and Accounting is wholly owned by AZ Next Generation Advisory (AZNGA) (www.aznga.com), which is backed by Azimut Group, a leading global financial service and investment firm listed in Milan.
The firm’s Accounting and Tax division is led by Azlin Lutfi (bio link – below), who has over 10 years experience as a Chartered Accountant, and is an accredited SMSF Specialist Advisor of the SMSF Association.
Pride Advice and Accounting works closely with Adelaide based Pride Advice, headed by CEO Brett Schatto. Pride Advice is the winner of the 2018 RI Group Practice of the Year Award.
Pride Advice Pty Ltd, ABN 67 133 557 785 and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. Pride Advice Pty Ltd is a Registered Tax Agent 25852619.
Private Wealth Management
Our firm’s Private Wealth Management business is lead by Tony Davison who has over 10 years financial services experience, holds an MBA (Macquarie), B.Bus, various industry certifications and is a Certified Financial Planner® (Financial Planning Association). He enjoys working closely with his team to produce targeted and timely solutions for clients.
Joanna Truong – Senior Associate Planner
Joanna has worked with Tony and our client base for over 6 years. She holds a Diploma of Financial Planning and oversees our ongoing advice process. Joanna is based in Sydney.
Carol Yates – Client Services Manager
Carol is well known to our clients having worked with our us for over 2 years overseeing our service delivery. Carol is based in our Adelaide office and in her spare time, leads RV tours in the US with her husband.
Fiona McEvoy – Client Services
Fiona has worked with our client base for over 6 years. She holds a B.Comm and oversees client project and compliance services for our business. Fiona works remotely for us, presently from Singapore.
Accounting and Tax
Our successful Accounting and Tax business is lead by Azlin Lutfi, who has over 10 years experience as a Chartered Accountant, and is an accredited SMSF Specialist Advisor by the SMSF Association. Azlin is a past finalist of the Australian Accounting Awards Rising Star award and is a finalist for the 2019 Accounting Awards as SMSF Specialist of the Year. In her spare time, Azlin is a keen traveller and music follower and has recently taken up an interest in gardening.
Riady Haryono – Senior Accountant
Riady has 5 years’ experience as a Chartered Accountant, having joined Pride after completing an Honours degree at UNSW.He has since become the firm’s Business Services specialist and is a repeat finalist at the Australian Accounting Awards.
Samantha Da Silva – Office Coordinator
Samantha recently completed her Certificate III in Business Administration and is now working towards her Diploma of Leadership and Management. While working with Pride, Samantha has developed her skills in office management and often assists the Accounting and Financial Planning teams.
Milad Saadeh – Graduate Accountant
Milad recently graduated with his Bachelors of Commerce (Professional Accounting) from Macquarie University. He came on board with Pride while working and studying full time, and in his two years at Pride, Milad has experienced himself with the Tax Accounting services that we offer at Pride Advice. In this time, Milad has earned himself a finalist nomination of the Australian Accounting Awards, Accounting Student of the Year.