Disclosure Policy

At dc&b advisory we take our reputation, our professional integrity and our independence very seriously. We can’t be the trusted advisers and trusted sources of information we want to be without your trust. So, when it comes to money and the advice and information we give, we are committed to being transparent and accountable.

We will have share holdings or other interests in some of the suppliers we recommend. Those interests will be disclosed to you when applicable and are managed by us in accordance with this policy. None of our share holdings or other interests are significant and they don’t influence whether we recommend a supplier or not to you. You may have share holdings in some of these companies too – either directly or as part of your superannuation, retirement account or pension plan. For example, we’ve got share holdings in both Microsoft and Google – but we’ll still happily tell you what we love or hate about each other’s products and what products we think may be most suitable for you needs.

We are independent of these suppliers and only promote their products or services based on our own research, testing or usage. In short: when we like a supplier and we like their products or services – we are happy to recommend them to you. We would buy (and possibly have bought) these products or services with our own money.

We also have day-to-day business relationships with lots of different companies and organisations including software vendors, online sales channels, banks, payment service providers, digital marketers, advertisers, landlords, consultants, accountants, lawyers, associations, not-for-profits, and purveyors of alcoholic beverages and good cheer.

Some of the companies we have business relationships with are public companies operating in industries that we operate in. There may be instances where we recommend a supplier who we have a business relationship with, or we may provide general information about them on our website or social media accounts. We firmly believe in small businesses like ours being part of an ecosystem – if you support our business we will do our best to support yours too. But when it comes to our advice and recommendations – we tell it like it is – and as unbiased as we can be. If you’re about to make a pretty big decision and aren’t sure about our advice or recommendations and what’s influenced them – reach out to us at info@dcandb.com.au. We’re here to help. Just don’t ask us to recommend one favourite pub or brewery – intensive research is ongoing.

Who we are

We are Shiela De Castro (she/her) and Simon Beaton (he/his), the directors and beneficial owners of DC&B Advisory Pty Ltd (ABN 23 666 482 999) trading as dc&b advisory – a private company with our registered office located in Victoria, Australia.

If you have any questions or complaints about our Disclosure Policy, please contact our Ethics and Quality Management Leader Simon at info@dcandb.com.au.