About
Rory D’Agostino, financial adviser in Cronulla
Rory D’Agostino is the founder and lead financial adviser of Channel Wealth, an Australian advice practice in Cronulla, NSW. He has advised families and professionals for over a decade and is an Authorised Representative (No. 001236699) of Spark Advisors Australia Pty Ltd, AFSL 380552. He works with aspirational families on wealth strategy, investment, super, debt and retirement.
Real conversations, real advice, real value
Hi, I’m Rory D’Agostino, founder, lead financial adviser, and someone who genuinely believes that great advice can change people’s lives. I work with aspirational families juggling careers, family life, health and wellness, and trying to get ahead all at the same time.
For over a decade, I’ve helped people take control of their financial future. Whether you’re building wealth in your peak earning years or preparing for a confident, purpose-filled retirement, my role is to simplify the complex, bring clarity to your decisions, and help you move forward with confidence.
I take a holistic approach, combining strategy, structure, technical expertise and action. That means understanding not just your numbers, but your values, goals and the life you want to lead. From building your assets, reducing tax and paying down debt to having enough to take the family overseas without sacrificing your daily coffee, I tailor advice that’s practical, personal and always forward-looking.
Outside the office
I’m an early riser, ocean swimmer and a family man. I understand the want to live a life of adventure and curiosity while also providing a secure and abundant life for the people I love. I believe in persistence, curiosity and the power of small, consistent steps, financially and personally.
If you’re ready to make smart decisions with your money and build a life you’re proud of, I’d love to help you get there.
Qualifications and registration
- Authorised Representative No. 001236699 of Spark Advisors Australia Pty Ltd (ABN 34 122 486 935, AFSL 380552)
- Channel Wealth Investments Pty Ltd is Corporate Authorised Representative No. 001317426
- Qualifications, e.g. degree and designations
- Professional memberships, e.g. FAAA
- Listed on the ASIC Financial Advisers Register
Search the ASIC Financial Advisers Register · Rory on Adviser Ratings · LinkedIn
Let’s start with a conversation.
We’ll chat through your goals, your current setup and whether we’re the right fit. No pressure, no pitch.