A wealth of financial knowledge and experience
Advocate Advisory is an adviser owned financial planning group.
The group's network has experienced advisers who can provide financial planning advice in regard to Investments, Superannuation, Retirement Planning, SMSF, Life Insurance, Business Insurance, Tax Effective Investments & Listed Securities.
Our
Mission
Our goal is to help our clients make informed decisions about their future. We provide written financial plans that when followed, give our clients greater control over their financial future, increase their potential to achieve their financial dreams and maximise their wealth
Client Services
Financial Planning & Investment Advice
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Retirement Planning
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Centrelink Advice
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Investment Advice
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Superannuation
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Listed Securities
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Rollovers
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SMSF
Risk Insurance & Planning
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Life Insurance
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Disability Insurance
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Income Protection Insurance
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Trauma Insurance
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Business Insurance
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Key Person Insurance
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Why Advisers Partner with Us
Exciting & Value Rich Professional Development Days
Business Set Up/Wind Down Assistance
Genuine CPD Support & Flexible APL
General ongoing business support including regulatory updates, templating & more
Dedicated Compliance & Revenue Teams
Tailored fee structure depending on the needs of your business
Meet the Team
Managing Director
Jason Davis
With over 20 years’ experience in financial services, Jason is Managing Director of Advocate Advisory with a vision to offer advisers a more flexible and tailored licensee solution. Also a qualified financial adviser, Jason refuses to accept the black and white approach alternative licensee providers have to offer. Specialising primarily in Superannuation, Tax & Property; Jason is the brains of the operation and always goes above and beyond to support everyone within the Advocate Advisory team.
Director & Business Partnerships Manager
Marigold Botton
With over 17 years' experience in financial services and currently a qualified financial adviser running her own business, Marigold brings energy and drive to the Advocate Advisory team. Leading the growth of the licensee, Marigold’s key mission is to understand you and your business to best tailor your experience with Advocate Advisory.
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Head of Strategy & Growth
Peter Thompson
With over 14 years’ experience in financial services, Peter brings a strong focus on clarity, trust and strategic thinking to the Advocate Advisory team. He is passionate about supporting advisers with practical guidance and tailored solutions that align business growth with quality client outcomes.
Peter is committed to building genuine relationships and helping advisers navigate complexity with confidence, ensuring they are well supported to deliver high-quality advice.​