The people behind your financial journey.
At Avanti Advisory Co, we believe great financial advice starts with great relationships.
Behind every strategy, every plan and every recommendation is a team of people committed to understanding your story and helping you move forward with confidence.
Our team combines technical expertise, attention to detail and a genuine commitment to delivering a personal advice experience.
Meet the Team.
Daniel Mezzatesta
Founder & Financial Adviser
Daniel founded Avanti Advisory Co with a simple belief: financial advice should make people's lives easier.
With more than 15 years' experience in the financial advice profession, Daniel has spent his career helping individuals, families and business owners navigate important financial decisions and build confidence in their financial future.
Daniel specialises in retirement planning, wealth management and strategic financial advice. He works closely with clients approaching retirement and those who have spent decades building their wealth, helping them understand their options and make informed decisions about the future.
Daniel believes the role of an adviser extends beyond investments and numbers. It is about understanding what matters most to each client, simplifying complex decisions and providing guidance through life's important transitions.
His approach is built around long-term relationships, clear communication and advice that is always centred on the client's best interests.
Outside of work, Daniel enjoys spending time with his family, travelling, fishing and making the most of the outdoors.
Qualifications
Bachelor of Commerce (Curtin University)
Financial Adviser
Sarah Tooth
Business Development Manager
Sarah plays a key role in ensuring clients receive a seamless and professional experience throughout their journey with Avanti.
With a strong focus on organisation, communication and client care, Sarah works closely with the advisory team to coordinate client interactions, manage ongoing advice requirements and ensure every detail is handled with care.
Sarah understands that exceptional advice is not only about the recommendations provided—it is also about the experience clients receive along the way.
Her attention to detail and commitment to helping others make her an integral part of the Avanti team.
Sean Bond
Associate Adviser
Sean is passionate about helping clients understand their financial position and make confident decisions about their future.
Working alongside the Avanti team, Sean supports clients through the advice process by helping develop strategies that are practical, clear and aligned with their personal goals.
Sean shares Avanti's belief that financial advice should simplify complexity and provide clients with a clear path forward.
Rosanne Hodsdon
Client Services Associate
Rosanne supports the delivery of a high-quality client experience by assisting with the administration and coordination of client advice.
Her organised approach and commitment to accuracy help ensure the advice process runs smoothly and efficiently.
Rosanne understands that the small details matter and plays an important role in helping clients feel supported throughout their journey with Avanti.
Frisca Rusli
Insurance Services Associate
Frisca provides valuable support across the business, helping coordinate client requirements and maintain the high level of service that Avanti clients expect.
With a focus on efficiency, organisation and attention to detail, Frisca contributes to ensuring clients receive a consistent and professional experience.
Every member of the Avanti team plays an important role in creating an advice experience built around trust, clarity and confidence.
Together, we are committed to helping you simplify complexity, make informed decisions and move forward with confidence.