

Trusted Advice for Life’s Financial Journey
Trusted Advice for Life’s Financial Journey
Hood Advisory provides forward‑thinking financial advice built around your goals and your future. Through strong relationships and tailored strategies, we help Australians make smarter financial decisions and achieve lasting financial confidence.

We believe that smart financial planning isn't about complexity — it's about clarity. Our approach is to simplify the complex, coordinate across all areas of your financial life, and deliver strategies that work.

We develop strategic, tailored wealth solutions aligned to your future goals, including education funding, family security, and sustainable passive income. Our approach balances growth with asset protection, structure, and disciplined planning, helping preserve and strengthen your financial position through life’s changes with confidence and resilience.

Understanding the right investments starts with understanding you. We take the time to assess your personal goals, timeframes, and investment risk profile to ensure your strategy aligns with both your comfort level and long‑term direction. By matching appropriate investments to your risk tolerance, we help you pursue growth with confidence, manage uncertainty, and remain focused through changing market conditions, keeping your investment strategy purposeful, strategic, and aligned with your financial future.

We help you maximise your superannuation both before and after retirement. Through tax‑efficient planning, including salary sacrifice and other effective contribution strategies, we focus on building long‑term retirement wealth and creating a sustainable, reliable income stream, so you can retire with confidence and enjoy a financially secure and fulfilling retirement.

We help you stay in the driver’s seat of your cashflow, giving you greater clarity and control so you can live your life with confidence. By understanding your needs, managing debt effectively, and using equity where appropriate, we support strategies that reduce debt sooner, improve cashflow flexibility, and create a stronger financial foundation for the future.

Personal risk insurance helps protect you and your family from the financial impact of unexpected life events or health challenges that may temporarily or permanently take you out of the workforce. By protecting your income, providing lump‑sum support during serious illness, or creating a lasting legacy to clear debt, fund education, and support ongoing income, we help secure your family’s future when it matters most.

Estate planning ensures your wishes are carried out and your loved ones are protected when life changes. We help you plan for the effective management of your estate, provide protection for vulnerable beneficiaries, and structure outcomes to achieve the best possible financial result. Working alongside trusted legal and professional advisers, we support a smooth transition and lasting peace of mind for your family.

Financial Adviser
Mitch has been providing trusted financial advice since 2003, supporting busy professionals and business owners through every stage of their financial journey - to plan, grow, protect, retire, and ultimately create a lasting legacy. His advice is designed to deliver clarity and confidence through life’s most important fi
Financial Adviser
Mitch has been providing trusted financial advice since 2003, supporting busy professionals and business owners through every stage of their financial journey - to plan, grow, protect, retire, and ultimately create a lasting legacy. His advice is designed to deliver clarity and confidence through life’s most important financial decisions.
Recognised for his ability to simplify complexity, Mitch provides considered, goal‑driven strategies aligned to each client’s personal risk profile, helping safeguard wealth while maximising opportunity during critical stages of growth. Education and informed decision‑making underpin his approach, ensuring clients feel empowered rather than overwhelmed.
Operating with a family‑office mindset, Mitch collaborates closely with existing and new trusted advisers, providing seamless access to specialist expertise when it matters most. This integrated, relationship‑led approach ensures clients receive sophisticated, well‑coordinated advice tailored to both personal and business needs.

Advice Support Manager
Providing dedicated assistance to the advice team and helping deliver a smooth client experience. Known for her empathy and drive, she brings a high standard of care to every task.
Outside of work, Britney enjoys reading, the gym, cooking, and indulging in froyo. A committed pasta enthusiast, she happily embraces gr
Advice Support Manager
Providing dedicated assistance to the advice team and helping deliver a smooth client experience. Known for her empathy and drive, she brings a high standard of care to every task.
Outside of work, Britney enjoys reading, the gym, cooking, and indulging in froyo. A committed pasta enthusiast, she happily embraces great food without counting calories.
With aspirations to become a Financial Adviser, Britney is motivated by continuous learning, personal growth, and a strong commitment to achieving her professional goals.

Client Service Manager
Noreen is our Client Service Manager, dedicated to creating a smooth and supportive experience for every client. With a warm, client-firstfirst approach, she ensures people feel welcomed, informed, and confident from the very beginning of their journey with us.
Outside of work, Noreen enjoys spending time with her fa
Client Service Manager
Noreen is our Client Service Manager, dedicated to creating a smooth and supportive experience for every client. With a warm, client-firstfirst approach, she ensures people feel welcomed, informed, and confident from the very beginning of their journey with us.
Outside of work, Noreen enjoys spending time with her family, relaxing at the beach, and making the most of the outdoors.
Level 3/ 12 Short Street, Southport Queensland 4215, Australia
P. 07 5586 0000 E. hello@hoodadvisory.com Hood Advisory Pty Ltd and its advisers are Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL No 357306
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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