Australian Financial Advisory
Contact us directly(07) 2113 3069

About us

Who we are and how we work

Australian Financial Advisory helps company directors get ahead of financial pressure, particularly ATO debt and Director Penalty Notice risk, before it becomes a crisis. We assess your financial position, set out the options in writing, and refer specialist execution work to appropriately licensed practitioners in our network.

Book a free initial consultation

Who we are

What we actually do

We assess where you stand, put the options in writing, and bring in a licensed specialist when the situation calls for one. A second set of eyes for directors under pressure.

We work for you, the business owner. Our job is to help you understand your position and the options available at the stage when the most options are still open.

Australian Financial Advisory Pty Ltd is not a registered insolvency practitioner, credit licensee, tax agent, registered liquidator, AFSL holder, or law firm. All specialist services are referred to licensed partners.

The first call is free

No pressure, no sales pitch

The first call is free. If we're not the right fit, we'll say so on that call. Standard professional confidentiality applies.

Any next step is your decision. We don't push a particular outcome.

How we work

Three steps, each one in writing

  1. Free initial consultation

    A confidential first conversation to understand your situation and confirm whether we can help.

  2. Options Assessment

    A structured review of your financial position and the options available to you.

  3. Initial Advisory Report

    A written report setting out your position, your options and recommended next steps. Where execution work needs a licence, we refer it to an appropriately licensed specialist.

We work on fixed fees agreed upfront, so you know the cost before anything starts. The initial consultation is free and we'll give you exact figures on that first call.

Why we refer

Assessment first. The right specialist, second.

We don't try to be everything. Formal restructuring and liquidation go to people licensed to do that work. Tax agent work, such as dealing directly with the ATO, goes to a registered tax agent. Legal questions go to a lawyer.

  • Formal insolvency and restructuring: referred to registered practitioners.
  • ATO negotiation, remission requests and representation: referred to a registered tax agent.
  • Finance, where it may be part of a solution: we can pass on a licensed broker’s details.
  • Legal advice: referred to a lawyer.

The team

A second set of eyes for directors under pressure

We assess where you stand, put the options in writing, and bring in a licensed specialist when the situation calls for one.

  • Jason Baker, Director of Australian Financial Advisory

    Jason Baker

    Director, Chartered Accountant

    Reviews the numbers and signs the written advisory report.

  • Jonathan Moy, Advisory and Negotiations at Australian Financial Advisory

    Jonathan Moy

    Advisory and Negotiations

    First point of contact. Handles intake, assessment and creditor negotiation.

Where we work

Gold Coast based, Australia-wide by phone and video

Australian Financial Advisory

215 Brisbane Road, Biggera Waters QLD 4216

Serving Gold Coast, Brisbane, Sydney, Australia-wide.

The information on this page is general in nature and does not constitute legal, financial, taxation, or insolvency advice. Australian Financial Advisory Pty Ltd provides assessment and advisory services only. All specialist services are referred to appropriately licensed partners. You should seek independent professional advice before acting on any information on this page.

Content last updated: 2 October 2026.

Get started

Book your free initial consultation

The earlier you act, the more options may still be open. Tell us a little about your situation and we will be in touch to arrange a time.

What the free initial consultation covers

  • A confidential first conversation to understand your situation and confirm whether we can help.
  • The initial consultation is free. There is no cost and no obligation.
  • Standard professional confidentiality applies.
  • If we're not the right fit, we'll say so on that call.
  • Any next step is your decision. We don't push a particular outcome.
(07) 2113 3069info@australianfinancialadvisory.com.au

Gold Coast, Brisbane, Sydney, Australia-wide.

Book a free initial consultation

Tell us a little about your situation and we will be in touch to arrange a time. No pressure, no sales pitch.

Confidential. No obligation. The initial consultation is free.