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What We Do

At Wongaburra Advisory, our focus is on helping you grow and protect your wealth with confidence,

so you can look to the future with clarity and peace of mind.

We take a balanced approach to investing, combining research with regular check-ins (face-to-face or online) so your portfolio stays on track with your goals.

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Asset Allocation & Risk Management

Building diversified portfolios tailored to your goals and tolerance for risk.

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Security Selection

Identifying opportunities across industries, both locally and internationally.

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Income Strategies

Focusing on income-producing assets, including those with franking credits.

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Thematic Investing

Leveraging ETFs to access long-term trends and themes.

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Comprehensive Analysis

Combining bottom-up company research with top-down macro insights.

Wongaburra Advisory Pty Ltd

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© 2025 by Wongaburra Advisory Pty Ltd

Wongaburra Advisory Pty Ltd (Corporate Authorised Representative No. 1316331) is an Authorised Representatives of Finchley & Kent Pty Ltd, Australian Financial Services Licence No. 555169, ABN 50 673 291 079, and has its registered office at Level 63, 25 Martin Place, Sydney NSW 2000.Finchley & Kent Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products.

 

Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Wongaburra Advisory Pty Ltd and Finchley & Kent Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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