About

Our purpose is to provide innovative and effective wealth advice and solutions to our clients so that they can have the best possible future.

Advisory

A comprehensive approach to your wealth

We provide a complete wealth advice offering, whatever your life stage or circumstances. Whether you’re saving for a specific goal, navigating a divorce, transitioning to retirement, or need advice to guide your financial decisions, our expert private wealth advisers can help.

Learn More About Us

Why Choose Arco Advisory

We recognise the individuality of every client and tailor our investment plans and financial advice specifically to your unique financial needs. We are focused on achieving the best outcomes for you and your family, delivered with an unwavering commitment to service and building lasting relationships.

We deliver a complete range of personalised financial services focusing on wealth creation, wealth management and wealth protection. We value and build long term relationships with our clients which are founded on integrity and trust. Where necessary, we may also engage other professionals including accountants and solicitors.

Working closely with our clients we develop strategies that are designed to ultimately help you achieve your financial goals and aspirations. Our strategies consider taxation, fees and appropriate structuring. We seek to free up valuable time for our clients to provide the security and peace of mind to focus on what is most important – Family, Lifestyle and Health.

Your Arco Advisory Team

Angelos Lysikatos

Executive Financial Planner

Robyn van Rooy

executive financial planner

Lachlan Mahon

Executive financial planner

1717031128487

Jordan McKean

client services

Dean

Dean Kotsimbos

client services

1711870570664 (2)

Mitch Frescher

client services

Core Values

Organization. We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
Accountability. We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decisionmaking, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education. We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Partnership. We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.