About AD ADVISORY SERVICES
AD ADVISORY SERVICES is a Financial Services company based in Brisbane (Australia) founded in 1981, and was acquired by FDCTech in December 2021. Financial advisory services are provided to clients in Australia. AD ADVISORY SERVICES offers products and services including Licensee Solutions, Private Clients, and Dealer Services. Its focus areas include Asset Management and Financial Advisors. Its legal entity is AD Advisory Services PTY LTD. Its competitors include 77 Partners, Blue Ocean Equities and Capella Capital.
Company details
AD Advisory Services was established in 1981 in Brisbane, Australia, focusing on the financial sector. Advisory services in finance are delivered to support client needs. Operations are centered in Brisbane, with oversight by Managing Director Jonathan Thomas. The firm handles various financial consultations, maintaining a presence in the Australian market since its founding.
- Headquarters Brisbane, Australia
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website ad-advisory.com.au
- Social LinkedIn
- Acquired by FDCTech (Dec 2021)
- Legal Name Ad Advisory Services Pty Ltd
Products & Services of AD ADVISORY SERVICES
AD ADVISORY SERVICES offers a comprehensive portfolio of products and services, including Licensee Solutions, Private Clients, and Dealer Services.
Provides licensing for financial planners to meet practice needs
Offers tailored financial strategies for individuals and families
Supports compliance and growth for financial advisory businesses
Investors in AD ADVISORY SERVICES
AD ADVISORY SERVICES has secured backing from 1 investor. Prominent investors backing the company include FDCTech.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Trade management solutions are provided for forex and cryptocurrency brokers. | 2016 | fdctech.com | Irvine, United States |
Investor details for AD ADVISORY SERVICES
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People of AD ADVISORY SERVICES
1 people are tracked at AD ADVISORY SERVICES (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jonathan Thomas | Managing Director | Leadership |
Complete people profiles for AD ADVISORY SERVICES
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Timeline of AD ADVISORY SERVICES
2 dated milestones of AD ADVISORY SERVICES across 40 years, from founding to its latest funding, stage changes and deals.
- Founded AD ADVISORY SERVICES is founded.
- Exit Acquired by FDCTech.
Competitors of AD ADVISORY SERVICES
AD ADVISORY SERVICES has 3 listed competitors in our database. They include 77 Partners, Blue Ocean Equities and Capella Capital.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 77partners.vc | 2020 | Brisbane, Australia | Invests in and partners with frontier tech founders for scalable ventures. | |||
| boeq.com.au | 2012 | Sydney, Australia | Offers broking services, stock research, and corporate advisory for financial markets. | |||
| capellacapital.com.au | 2009 | Sydney, Australia | Provider of financial advisory services |
Detailed competitors of AD ADVISORY SERVICES
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Related news about Ad Advisory Services
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Frequently Asked Questions about AD ADVISORY SERVICES
AD ADVISORY SERVICES was founded in 1981.
AD ADVISORY SERVICES is headquartered in Brisbane, Australia. It is registered at Brisbane, Queensland, Australia.
AD Advisory Services was established in 1981 in Brisbane, Australia, focusing on the financial sector. Advisory services in finance are delivered to support client needs. Operations are centered in Brisbane, with oversight by Managing Director Jonathan Thomas. The firm handles various financial consultations, maintaining a presence in the Australian market since its founding.
AD ADVISORY SERVICES's top competitors include Capella Capital, 77 Partners and Blue Ocean Equities.
AD ADVISORY SERVICES offers Licensee Solutions, Private Clients, and Dealer Services.
AD ADVISORY SERVICES has 1 investor. Key investors include FDCTech.
AD ADVISORY SERVICES operates through Ad Advisory Services Pty Ltd.
Yes. AD ADVISORY SERVICES was acquired by FDCTech in December 2021.