Serving the community since the 1970's
Our business originated as a Chartered Accounting firm in the 1970’s and was formerly known as Potts Davis Duncombe, named after the original partners.
A fresh rebrand was initiated in 2014 to embrace and promote the evolution of Australia’s financial landscape and the vast array of services we now offer both existing and new clientele. While PDD Advisory Group continues to support individuals and businesses with expert accounting and bookkeeping solutions, it was imperative to also recognise the audit and wealth management divisions which now essentially provide a ‘one-stop shop’ for our client’s financial affairs.
PDD Advisory Group provides quality, tailored advice in the following areas:
- Personal and Business Taxation
- Audit & Assurance
- Savings and wealth creation strategies
- Investment Advice
- Superannuation including self-managed super
- Pre-retirement and Retirement planning
- Estate Planning considerations
- Centrelink Entitlement
- Risk Protection and Personal Insurance analysis
- Gearing strategies
- Residential mortgage broking
With an excellent staff in place, we are proud of the diversification built over several years which integrates all financial services, allowing your service professionals to collaborate efficiently and effectively together for that hassle-free client experience.
Being Chartered Accountants and a FPA Professional Practice, we are required to maintain a high service standard which is subject to regular independent reviews. This affiliation assists us in providing a professional, reliable, timely and personal service to our clients.
There is a reason we provide advice to more than 5,000 individual and business clients. PDD Advisory Group is your trusted financial partner.