PDD Advisory Group

PDD Advisory Group is a tax agency established in 1976, with offices in Port Macquarie and Laurieton. The firm employs 25 personnel across its two offices, including 12 accountants and 2 qualified financial advisers. Its partners have combined experience exceeding 100 years in financial services. Client-facing professionals are degree qualified with post-graduate awards and memberships in institutions such as Chartered Accountants Australia & New Zealand, Certified Public Accountants, the Financial Planning Association of Australia, and the SMSF Association.

The firm advises more than 3,000 individual and business clients. Services include business and personal taxation, audit, strategic financial and retirement planning, self-managed superannuation, wealth management, and mortgage brokering. Andrew Dargan is a Director, and Matt Edwards, Irene Skellern, and Josh Hamblin are Partners. Liability is limited by a scheme approved under Professional Standards Legislation.

Personal income tax support sits at the centre of the work described by clients of this Port Macquarie firm, whose services also take in bookkeeping, financial planning and superannuation consultancy. Graham White is singled out for praise, with one client crediting him with handling a personal income tax return and with patiently working through complicated questions. A down to earth and friendly manner is a quality that comes up often in the feedback.

The wider staff are described in similar terms, and long-standing clients note that they return year after year rather than seek advice elsewhere, pointing to consistency in how matters are managed. Irene also earns a mention for the practical help she gave one person. Reviewers value being able to bring taxation, accounting and planning questions to the same place, and the patience shown when a query proves difficult is a theme that runs through their comments. Clear communication and a willingness to spend time on the finer points of each situation are likewise reflected in what clients have written about their experiences.