David Rodgers
Laura Donovan
David Nelson
Jo Newton
Calum Laing
Cara Graham
Christine Hornery
Tonia Sanderson
Chris Andersen
Gary Spencer
Brendan Biddle
Gino Saggiomo
Hugh Robertson
Mark Borg
David Pitt
Derek Mondy
Brad Luke
Ben Warren
Tony Lu
Steve Fort
Andrew Heaven
David Pritchard
Andrew Wem
John Manuel
Brian Lynch
Eleanor Dartnall
Sharna Meinertz
Ian Hayes
David Baruffi
Paul Turner
Esther Althaus
Tony Blazevski
Katherine Boland
Anne Graham
Ashley Pattinson
Gavin Fernando
Heidi Schwegler
Dianne Charman
Justine Back
Michael Craig
Darren James
Dominique Riley
Pj Byrne
Hamish Landreth
Michelle Tate-Lovery
Angelo Panella
Julian Prendergast
Stuart Hollman
Michelle Roberts
Jason Dix
Troy MacMillan
Damian Liddell
Jenny Brown
Daniel Martinez
Darko Zigic
John Broughton
Les McGuire
Deborah Kent
Natalie Bordun
Jason Petersen
Andrew Collis
Raymond Pecotic
Craig Banning
Bronwyn Cant
Kurt Ohlsen
Steve Sewell
Paul Reilly
John Grasso
Chris Ogilvie
Glenn Malkiewicz
Troy Scott
Ben Littleton
David Reed
William Bracey
Kate O'Brien
Adam Smith
Glen James
Philip Windsor
Phillip Win
Troy Theobald
Gary Winwood-Smith
Brad Martin
Lisa Haley
Marc McMahon
Debbie Hudson
Dianne Chalk
Jamie Luxton
Michael Cirson
Nicholas Hart
Bryen Guy
Michal Bodi
Peter Berresford
Natalie Goodall
Daniel Musumeci
John Hutchinson
Heather Jensen
Stephen Kostarelas
Scott Ungaro
Christine Swanson
Aaron Steer
Peter O'Callaghan
Darren Johns
Ben Hatcher
Glenn Sterrey
Andrew Hollow
Kylie Pryce
Emma Oliver
David Jackson
Trent Rose
Raimon Lewandowski
Anthony Lyons
Drew Hickey
Gary Dean
Dee Chan
Tanya Andersen
Ross Vanderwolf
Craig Armstrong
Chris Manthey
Warren Hanna
Aaron Kane
David French
Theo Holland
Anthony Pears
Andrew Harris
Daniel Shine
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David Rodgers

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David Rodgers
WealthPartners Financial Solutions
A dedicated and innovative financial services specialist with over 25 years' financial services industry experience. I have been in the financial advice industry in various roles since 2002 and providing clients with financial advice over the past 10 years. I am a professional. I do what I do because I enjoy solving problems and helping clients protect and grow what they have now and in the future. My underlying aim when engaging with clients is to motivate and inspire. I have a genuine curiosity of people and what makes them tick, how they came to be where they are and where they want to be. As such I develop a deep understanding of what my client's needs and wants are.
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Level 8 68 Alfred Street, MILSONS POINT, NSW, 2061
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Member of

Association of Financial Advisers

Speciality

  • A focus on family legacy planning. I believe legacy planning should involve a comprehensive estate plan that will reduce the burden on those left behind and ensure wishes are met. My mission is to help clients create their legacy and have a plan in place.

Laura Donovan

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Laura Donovan
Profile Financial Services
Laura believes all Australian's can benefit from financial advice and establishing a budget alongside a good debt management system early on means you are setting yourself up for greater choices in later life. If you are closer to retirement Laura's passion is helping you realise your dreams; whether it be stopping work completely or reducing your workload to allow for more travel or time spent with family and friends. Good financial advice means you are informed & educated on your options, resulting in fewer surprises throughout the journey. Laura recognises everyone's objectives are different, and incorporates these objectives into her client’s strategies, whilst ensuring capital protection remains front of mind. Laura has an Advanced Diploma in Accounting, a Graduate Certificate in Financial Planning and is completing a Masters in Financial Planning. Laura is also a member of the Financial Planning Association of Australia. Outside the office, Laura's time is spent with her daughter and partner in the beautiful Eastern Suburbs of Sydney. Having emigrated from Ireland 10 years ago, Laura and her family make the trip back as often as possible to visit family.
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Level 12, 44 Market Street, Sydney, NSW, 2000
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L9 / 100 George St., Parramatta, NSW, 2150
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Member of

Financial Planning Association of Australia

Speciality

  • Working with people to help make their financial situation something to be proud of. This includes not just investing wealth but also protecting it; for singles & families just starting out to those with retirement in their sights.

David Nelson

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David Nelson
NAB Financial Planning Adelaide CBD
From humble beginnings I grew up on the family farm in Glencoe (South Australia) seeing firsthand the trials and challenges associated with agriculture. I gained a strong passion and respect for the industry and helping local farmers which has carried through my entire career. I have had an interesting journey to come to this point in my life. I was fortunate enough to be married to my lovely wife Eileen at the age of 20, shortly after completing my winemaking degree. I worked on four continents in the wine industry as a wine maker finishing my career overseas as the Director of Oenology for Pernod Ricard, here I developed a strong appreciation for large corporations and international banking. The more i learnt about investment markets overseas my passion turned into a desire to change careers. This led me to completing my two graduate diplomas and pursuing a role with NAB, who have a strong connection to agriculture. I have long believed that the greatest success, would be not to just find a path for farms or business to transition from one generation to the next, but use my experience and personal insights to assist in business developing strategies for generational transition, retirement as well as exit strategies. During my ten years of service with NAB, I was recognized repeatedly for my strong customer focus and significant business outcomes earning invitation to over 20 recognition events including 9 Night of Nights and 7 Leading Lights awards. I also sat on the advisory board for NAB Financial planning for 4 years. I find great personal satisfaction in helping others gain a better understanding of their finances aspirations & dreams whether it be for business, personal investment or agriculture taking significant steps to ensure I am properly equipped to provide the highest level advice strategies. 2015 found I was asked by nab to be in the first wave of Self employed Franchise owners within the nab group. Every day I am creating better Wealth solutions through innovative ideas for all who choose to work with my team. I am the only fully accredited specialist Self-Managed Super Fund Advisor with the SMSF Association of Australia In NAB. Along with my wife Eileen, I am currently Principal of NAB Financial Planning Adelaide CBD Pty Ltd. Contact David and the team for a confidential discussion on 08 82321029 or email David at david.nelson@nabfpadvice.com.au
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Awards

  • Winner 2016 NAB FP Principals Franchise of the Year
  • Semi Finalist in the prestigious 2016 AFA Adviser of the year Award
  • Leading Lights 2016
  • Leading Lights 2014
  • Leading Lights 2012
147 Pirie Street, Adelaide, SA, 5000
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Wealth Creation built on Integrity and Authentic advice. Opening the world of possibilities up to my clients, getting them to think and work with me out of the box. Working thoroughly day to day on crucial and complex strategies, no stone is left unturned, Specialising in SMSF, Business development, Succession Planning, Estate planning, superannuation & Investments.

Jo Newton

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Jo Newton
PFG Financial Services
I am a Senior Financial Planner with PFG Financial Services and have been in the Financial Planning industry since 1997. My career started in accounting and evolved into financial planning as my interest in client’s future plans grew. I am passionate about giving clients the best opportunity to live the life they want to live, with the financial freedom to do so. Outside of work, my time is spent with my family and friends. I enjoy keeping fit and I am an avid traveller.
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Shop 4/50 Hitchcock Ave, BARWON HEADS, VIC , 3227
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Member of

Financial Planning Association of Australia

Speciality

  • Building long term clients relationships is important. My role is to be a source of information, education and support.
Phone number 03 5255 9555 Website pfg.com.au
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Calum Laing

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Calum Laing
Panoramic Financial Solutions
Calum commenced his professional career in baking with Westpac in 1995. After progressing through a number of service and lending roles, he transitioned into financial planning in 1998. In his time at Westpac as a Financial Planner, Calum received many accolades in recognition of his success in assisting his clients to improve and protect their lifestyles. Calum also spent time at Westpac mentoring other financial planners and helping them develop their skills. Calum holds and Advanced Diploma of Financial Services and is a Fellow Chartered Financial Practitioner (FChFP), his real strength is in his ability to listen to clients and convert complex issues into easily understood solutions. He is married with two children and enjoys nothing better than family time, boating and water sports. Calum is one of the founding directors of Panoramic Financial Solutions.
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Awards

  • 2014 WA Securitor Rising Star of the Year
  • 2014 WA Securitor Rising Star of the Year
  • 2015 Finalist Securitor Practice of the Year
  • 2016 AFA Practice of the Year Semi-Finalist
  • 2016 WA Securitor Adviser of the Year
  • 2017 Securitor National Practice of the Year
Suite 18, Level 1, 513 Hay St, Subiaco, WA, 6008
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Member of

Financial Planning Association of Australia

Speciality

  • SMSF Advice, Wealth Creation Strategies, Personal Protection Strategies

Cara Graham

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Cara Graham
The Wealth Designers
Cara has 8 years wealth management experience working with a wide range of clients and referral partners both in Australia and overseas. Her methodical and detailed methods ensure the financial complexities in her clients' lives are effectively managed to ease their financial stress and give them more time to focus on what they really enjoy. Cara's passionate about helping her clients make smart financial decisions and always works closely with them to make sure they are comfortable with all proposed and executed strategies. Cara graduated from the University of Western Australia with a Bachelor of Commerce, majoring in Economics and Investment Finance. She has completed her Diploma of Financial Services (Financial Planning) as well as her Securities & Managed Investments RG146 Accreditation.
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Level 3, 682 Murray Street, West Perth, WA, 6005
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Ensuring the financial complexities of her clients' lives are effectively managed to ease their financial stress and give them more time to focus on what they really enjoy.

Christine Hornery

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Christine Hornery
Financial Management Solutions
Christine Hornery is the co-founder of her family business and CEO of all three companies and one subsidiary firm that form the professional business units of FMS Group. She says "The success of the business is due to the education and commitment of the people who work in the business; they are always willing to go above and beyond, to give that WOW factor to the clients experience, they love what they do and it shows". Her journey is one of a kind; she has overcome challenges by making them into opportunities. Over the years she has mentored and inspired many others and still continues to do so as a foundation member of Pearls of Wisdom, the Dobell Professional Women's Group. During her stellar career she has received recognition including the AMP National Community Award, AMP National Business and Advice Award, winner of NSW Telstra Business Awards and recently honoured with the AFA Female Excellence in Advice Award. For Christine being a financial advisor is not a job or a career; to her; it's her life, her passion, her dream. Making a positive difference in other peoples lives is what makes her smile every day. She was awarded the Centenary Medal of Australia by Her Majesty Queen Elizabeth 11; for her commitment to making positive changes in sport, and ensuring that there was a pathway for girls in both local and representative soccer. She has also been acknowledged within her local community of someone who gives back and has been involved in local community fundraising and events for the past 25 years. Christine is a Certified Financial Planner (CFP), a Self Managed Superannuation Specialist Advisor (SSA), an Authorised Mortgage Consultant, holds a Diploma and Advanced Diploma of Financial Services, She is an Associate of the Tax Institute, a registered tax agent and has a Bachelor of Commerce, with majors in Financial and Management Accounting.
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Awards

  • AFA Female Excellence in Advice Award
  • NSW Telstra Business Award for Social Responsibility
  • Centenary Medal of Australia
  • AMP Business Award
  • AMP Foundation National Community Planner of the Year
Unit 5, 1 Pioneer Avenue, Tuggerah, NSW, 2259
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • To me each client is unique, we don't have a one size fits all. I love working with my clients and finding out what their dreams are, I work closely with them to achieve this. Helping clients have financial freedom is a great feeling.

Tonia Sanderson

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Tonia Sanderson
Grasso Financial Services
I have been in the financial services industry for over 25 years. I like the way our industry is always changing and moving forward. The fact that I can make a difference to so many peoples lives is why I love what I do. I have a long history in the industry, starting in administration and working my way through to paraplanning and then into Advising. I have been with Grasso Financial Services since we opened our doors in Ayr in 2006 and I became a partner in Grasso Financial Services in January 2015. I moved from Ayr (the Burdekin) to Townsville in Jan 2015 to provide our Townsville clients with greater access to advice and services. I still return to our Ayr office every fortnight. I have two teenage boys, and like to keep active and exercise regularly. I believe it is important to keep your mind and body in good health enabling me to cope with the pressures and deadlines of work and study. I am currently undertaking my Masters in Financial Planning. I enjoy the strategy side of financial planning the most as I like to give my clients options to consider, thus involving them in the process. It is a way of educating them and taking them on a journey. Our Investment process is very hands on. We take a lot of time and give a lot of attention to the management of our clients portfolios and our clients over the years have learnt how the markets and investments work. Once again it is about education, contact and keeping things simple that makes the relationship with our clients work well.
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Awards

  • Queensland Securitor Practice Of The Year 2012
  • Queensland Securitor Rising Star of the Year 2014
8 Martinez Avenue, West End, QLD, 4810
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146 Queen Street, Ayr, QLD, 4807
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58 Herbert Street, Bowen, QLD, 4805
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Working with clients in the areas of Superannuation (including Self Managed Superannuation), Age Pension, Investments and Insurance. Listening to their goals and objectives and providing solutions to achieve successful outcomes.

Chris Andersen

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Chris Andersen
Invest Blue
Chris has been a financial adviser with Invest Blue for over 7 years. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years' experience within the business and financial services industry. Chris is a proud Gladstone local, having grown up in Boyne Island. He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it’s possible. Chris is a firm believer that community organisations play a large part in bringing a community together. His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much. Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends. Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes. Chris has a Diploma of Financial Services (Financial Planning) and is currently undertaking a Masters of Financial Services (Financial Planning).
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Suite 1, 174 Goondoon St, Gladstone, QLD, 4680
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Member of

Financial Planning Association of Australia
AMP Financial Planners Association

Speciality

  • Wealth creation strategies, debt and cash-flow management, personal wealth protection, retirement planning strategies, lending solutions, Self-Managed Super Funds

Gary Spencer

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Gary Spencer
Spencer Private Wealth
Gary established Spencer Private Wealth with the vision of helping individuals, families and business owners achieve their lifestyle goals and improve their financial position by offering comprehensive financial planning advice and disciplined and ongoing investment management. The personalised services available include needs based coaching and financial education tailored to the clients' personal objectives whilst also applying the latest academic, market and legislative research.  "The greatest reward for me as an adviser has been to navigate through periods of change and challenge with my clients, and make a real difference in their lives".  Outside of work Gary is passionate about family life, rugby union, and about supporting families who are doing it tough (particularly those families who are caring for family members with special needs, through his website www.spectrumplanning.com.au).
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Awards

  • 2014 Charter Value of Advice Award - Winner
  • 2016 AFA Adviser of the Year - Grand Finalist
Level 26, 44 Market Street, Sydney, NSW, 2000
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Level 2, 50 Park St, Sydney, NSW, 2000
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
Institute of Chartered Accountants

Speciality

  • Specialising in personalised, independent advice that encompasses all aspects of a client's financial life including strategic life planning for those dealing with divorce, death and disability.

Brendan Biddle

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Brendan Biddle
Invest Blue
Motivated by a strong interest in helping people achieve their goals throughout their life led Brendan into the financial planning industry in 2006. Since then Brendan has become a Director on the Invest Blue Board and has been an integral part of growing the business in the Coffs Harbour and Grafton regions. With a background in accounting, Brendan has meticulous attention to detail and has the ability to to explain often technical concepts in client-friendly language. Brendan is responsible for the day-to-day running of the Coffs Harbour/Grafton team ensuring clients receive a high standard of advice and overseeing internal training and development of staff. Brendan, once an avid sportsman, now supports Coffs Rugby as a major sponsor from the sidelines but still and enjoys playing social Oztag in the local Summer competition. Brendan's qualifications include a Bachelor of Commerce (Accounting and Business Economics) and a Diploma of Financial Services (Financial Planning).
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321 Harbour Drive, Coffs Harbour, NSW, 2450
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Speciality

  • Wealth creation strategies, debt and cash-flow management strategies, risk insurance strategies, retirement planning strategies

Gino Saggiomo

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Gino Saggiomo
Rothgard Financial Partners
Commencing in the Financial Services industry in 1999, Gino has been part of Rothgard from its inaugural year. He specialises in personal insurance planning, wealth accumulation, cashflow planning and self managed superannuation funds. As a passionate ‘goals based’ financial planner Gino believes that financial planning is not just about money - money is purely a vehicle that allows things to happen. As the first step Gino helps clients understand what they want to achieve, he then determines how the client will get there and how to achieve the lifestyle they want. This allows his clients to have absolute clarity, empowering them to make lifestyle decisions with the knowledge of what this means to their finances. Gino was the Queensland winner of the inaugural AXA Financial Advice Network “Value of Advice” award in 2009. He is a Certified Financial Planner™ professional granted through the Financial Planning Association and has been awarded the SMSF Specialist Advisor™ (SSA) designation by SMSF Professionals’ Association of Australia. He is also a Justice of the Peace (Qualified).
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Awards

  • AXA Financial Advice Network “Value of Advice” award in 2009 (QLD)
  • SMSF Specialist Advisor™ (SSA) designation by SMSF Professionals’ Association of Australia
20a Agnes Street, Fortitude Valley, QLD, 4006
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Financial Adviser

Hugh Robertson

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Hugh Robertson
Centaur Financial Services
Centaur is built off the back of our client's success. As they succeed over the years from the advice we provide they refer their family and friends so that they too can experience financial freedom. Overwhelmingly our clients have stated that being clients of ours the financial benefits are great but equally as important are the non-financial benefits such as ongoing peace of mind and passing the sleep at night test. I have been fortunate in my career to work for a big four bank, and a top independent financial planning group, Whittaker Macnaught, lead by Noel Whittaker. Having seen both sides of the coin I have been able to build a business where clients get the best of both worlds - the service of a small business and leverage the resources of big business. Our industry is a young one and so qualifications are extremely important. With that in mind I have completed a bachelor of International Finance with an accounting major, an MBA, a Masters in Financial Planning, I am a Certified Financial Planner and also a SMSF Specialist. This knowledge base is important to know that when you are seeking advice the best strategies and solutions will be designed for your position.
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Awards

  • IFA Best New Licensee 2016
  • Platinum Practice - Professional Investment Services
7 Sixth Avenue, Palm Beach, QLD, 4221
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • At CFS, we work with clients on a one to one basis to solve the financial challenges that they have so that they can live their ideal lives. We invest a lot of time to get to know you so that we can design the best solutions for your particular situation.

Mark Borg

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Mark Borg
MBA Financial Strategists
Mark started MBA Financial Strategists as a small financial planning practice in 1985 on King William Road in Unley. MBA FS has grown to a business that now employs over 20 people and is regarded as one of AMP's leading financial planning practices nationally. In 2016, MBA FS was recognised for its achievements in best practice and client service by being named AMP Financial Planning's Practice of the Year in SA/NT. Mark's overriding focus is to provide holistic, professional financial planning advice to a wide range of clients, tailored to suit their individual situations and help them reach their goals at every stage of life. Mark himself has been recognised over the years for delivering best practice advice for his clients and in 2015 was shortlisted for the Financial Planning Association FPA Professional of the Year award. He recently moved into the newly created position of general manager of MBA Financial Strategists, allowing him to oversee his team of professional financial advisers and provide strategic direction and further growth for the business. Mark is an authorised representative and credit representative of AMP Financial Planning Pty Limited and a member of the Financial Planning Association. He is a Certified Financial Planner professional and a specialist in self- managed superannuation funds and investor-directed portfolio services. Mark is also a media spokesperson for AMP Financial Planning, providing regular commentary on personal finance in print and electronic media nationally.
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Awards

  • 2017 AFA Awards Practice of the Year Finalist
  • 2017 finalist FPA Professional Practice of the Year Finalist
  • 2017 AMP FP State Region Winner
  • 2016 AMP FP Practice of the Year State Region Winner
  • 2008 AMP FP National Champion - multi-planner practice
  • 2007 AMP FP National Champion - multi-planner practice
77 King William Rd, Unley, SA, 5061
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Providing my clients with holistic financial advice encompassing debt, insurances, wealth accumulation and retirement. Assisting them to achieve their goals and ensuring they are financially empowered.
Phone number (08) 8357 3999 Website mbafs.com.au
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David Pitt

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David Pitt
Panoramic Financial Solutions
I am one of the founding directors and financial planners of Panoramic Financial Solutions (est 2012), a financial planning business based in Perth. We offer a wide range of financial planning services across our business. I specialise in SMSF and wealth creation & protection strategies within Panoramic Financial Solutions. I started in financial services in 1987 and became a financial planner in 2000. I really enjoy the opportunity to sit down with people and listen to their story of where they have been and where they want to go. The ability to help my clients improve and protect their lifestyles now and into the future is immensely rewarding. I am currently undertaking my Masters in Financial Planning and an accredited SMSF Specialist Adviser with the SMSF Association.
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Awards

  • 2016 AFA Practice of the Year Semi-Finalist
  • 2017 Securitor National Practice of the Year
  • 2016 Finalist WA Securitor Adviser of the Year
  • 2015 Finalist Securitor Practice of the Year
Suite 18, Level 1, 513 Hay St, Subiaco, WA, 6008
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • SMSF Advice, Wealth Creation Strategies, Personal Protection Strategies

Derek Mondy

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Derek Mondy
Panoramic Financial Solutions
Derek has a background in the accounting profession which included 6 years as a principal of a suburban CPA practice. In 1995 Derek migrated into the financial services industry and since that time has held senior advisory and management roles with McMillan Shakespeare, Perpetual and Westpac. Derek holds a Bachelor of Business and a Masters of Business Administration. Derek is also a Fellow of CPA Australia and a Certified Financial Planner. Derek’s extensive background in tax, accounting, superannuation and financial planning has given him the expertise to analyse complex client matters and present tailored solutions in a clear and precise manner. Derek is married with 3 children and the majority of his spare time is filled with family related activities. Derek is one of the founding directors of Panoramic Financial Solutions. Derek looks to improve and protect his clients lifestyles now and into the future.
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Awards

  • 2015 Finalist Securitor Practice of the Year
  • 2016 AFA Practice of the Year Semi-Finalist
  • 2017 Securitor National Practice of the Year
Suite 18, Level 1, 513 Hay St, Subiaco, WA, 6008
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Member of

Financial Planning Association of Australia

Speciality

  • SMSF Advice, Financial Planning, Retirement Advice

Brad Luke

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Brad Luke
Advisory Group
I have devoted almost 30 years helping people to achieve the lifestyle they want. Over this time I have learnt that everyone is different, with different desires and life experiences, but one thing we all have in common is the need to plan and manage our financial future.
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Awards

  • AFA Practice of the year - Semi Finalists
206 Hannell St, Maryville, NSW, 2293
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28 Church St, Maitland, NSW, 2320
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Suite 1 / 164 Marius St, Tamworth, NSW, 2340
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • At Advisory Group we are committed to helping you achieve the lifestyle you want through professional, personal Financial advice and exceptional service. With the backing of AMP, one of Australia’s largest financial institutions, we have access to extensive research, technical and education resources. Our highly qualified team has developed a reputation for giving the highest quality, advice and providing exceptional service to the local community since 1987.

Ben Warren

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Ben Warren
Invest Blue
Ben, originally from the Tweed Coast in northern NSW studied at the University of New England in Armidale and moved to Coffs Harbour for his role as a Financial Planner with Invest Blue. Ben loves spending time with his wife and three daughters and has recently completed the Future2 Wheel Classic from Melbourne to Adelaide - helping raise funds for kids in need. He is passionate about all sports, in particular rugby. One day Ben would like to complete the New York Marathon. Ben is a Certified Financial Planner and other qualifications include a Bachelor of Commerce, Bachelor of Law, Advanced Diploma of Financial Services (Financial Planning), Self Managed Superannuation Funds Accreditation, Certificate IV in Mortgage Broking and he is also a Justice of the Peace.
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321 Harbour Drive, Coffs Harbour, NSW, 2450
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Member of

Financial Planning Association of Australia
Finance Brokers Association of Australia

Speciality

  • Wealth creation strategies, debt and cash-flow management strategies, risk insurance strategies, retirement planning strategies, Self-Managed Superannuation Funds

Tony Lu

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Tony Lu
Announcer Financial Planning Pty Ltd
Tony is a Senior Adviser at Announcer, assisting clients to achieve their financial goals. He has been working in the finance industry since 2002, specifically at Announcer for over 10 years and is one of the owners of the Announcer Group of Companies. Tony has completed a Bachelor of Information Systems at the University of NSW, as well as an Advanced Diploma of Financial Planning and is a Justice of the Peace. With vast knowledge and experience, he is able to provide a diverse range of strategic financial planning advice to his portfolio of clients. His goal is to work with clients to understand their situation, create and then implement a personalised savings and investment plan to help them get to wherever they want to be easily and efficiently. With a young family himself, Tony understands the difficulty of juggling family and work with sorting financial affairs and that is why he strives to help people plan for their future.
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Level 14, 210 George Street, Sydney, NSW, 2000
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Member of

Financial Planning Association of Australia

Speciality

  • Tony is a Senior Adviser at Announcer, assisting clients to achieve their financial goals. He has been working in the finance industry since 2002, specifically at Announcer for over 10 years and is one of the owners of the Announcer Group of Companies.

Steve Fort

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Steve Fort
Invest Blue
Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school. Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today. This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business. Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life. Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this. Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways. Steve is a Certified Financial Planner, an Accredited Finance Broker and Self Managed Superannuation Specialist Adviser and Justice of the Peace, and holds a Diploma of Financial Planning.
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Suite 3, 40 Ocean View Drive , Terrigal, NSW, 2260
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Member of

Financial Planning Association of Australia
Self-Managed Superannuation Specialist Adviser (SPAA)

Speciality

  • Strategic advice and Financial Improvement strategies, Retirement strategies, Self-Managed Super Funds, In dept financial advice (tax planning, debt & wealth creation strategies, trusts and estates, aged care)

Andrew Heaven

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Andrew Heaven
WealthPartners Financial Solutions
A Certified Financial Planner, Andrew Heaven commenced his career in Financial Planning in 1991. In June 2000 he established the Financial Planning practice WealthPartners Financial Solutions with John Grenshaw in Milsons Point. The practice has been able to successfully "marry" the notion of boutique advice with the backing of a large dealer group. Andrew is a regular contributor in the media. Media credits include articles and commentary in the Financial Review, The Australian, The Sydney Morning Herald, The Daily Telegraph and various magazines. He has a weekly column on personal finance in the Australian Newspaper titled "Q&A with the Coach" He regularly pops up on commercial and pay TV discussing personal finance for the mainstream consumer. Andrew has judged the Telstra National Small Business Awards and the FPA Value of Advice awards. WealthPartners' specialist team provide services to: individuals and families, Small to medium businesses, Corporate clients, Self Managed Super Trustees,  Australian residents/non-residents moving to or from Australia.
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Awards

  • AMP Financial Planning NSW Adviser of the Year 2017
Level 8 68 Alfred Street, Milsons Point, NSW, 2061
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Member of

Financial Planning Association of Australia

Speciality

  • We are a firm of skilled Financial Advisers supported by a team of dedicated and caring staff. Our collective capabilities, experience and team approach, allow us to offer and implement a wide range of financial strategies, investment solutions and accounting and taxation advice. In all aspects of our relationships with our clients the mission is simple: We aim to empower our clients by the provision of advice that is strategic, innovative, tailored, deliverable and valued. Areas of expertise include Aged care, Centrelink benefits, Debt management, Estate planning, Gearing, Insurance & risk protection, Listed securities, Loan products, Managed investments, Retirement planning, Salary packaging, Savings & term deposits, Self-managed super funds, Small business advice and Superannuation.

David Pritchard

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David Pritchard
AGS Financial Group
I have been a Financial Planner since 2004, and worked in the industry since 2001. My chosen career has allowed me to build quality relationships with many people with various backgrounds and experiences, which keeps me motivated and enjoying the interactions that I have with colleagues and clients. I believe that making the right financial choices, can enable the freedom that most desire to focus on the important things in life, whatever they may be to an individual. I stay involved with several sporting teams, which helps me stay fit and also meet new people and be part of different social groups.
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Awards

  • AFR Smart Investor Masterclass Top 50 Financial Planner
12-14 Falcon St, Crows Nest, NSW, 2065
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Member of

Financial Planning Association of Australia

Speciality

  • Working with clients to maximise the financial opportunities available to them, and achieve outcomes that will put them in a better position.

Andrew Wem

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Andrew Wem
Navwealth Financial Group
Since moving into Financial Planning over 15 years ago from a Research Scientist role after completing a MBA, Andrew has worked closely with individuals and business owners to grow the business through referrals. Having a background in research he enjoys the challenges and research needed to solve the many issues people face in reaching their financial destination. By gaining a thorough understanding of his clients unique values and current position he can can craft a strategy that makes the most of the current legislation and economic conditions. For many people it is about uncovering their wealth leaks and then using this extra cash flow as wisely as possible, to achieve their goals. Andrew is also an Accredited Mortgage Broker enabling him to really help people structure their debts in the best possible way, as well as the rest of their finances. Working with a team of Advisers at Navwealth all of which are Most Trusted Advisers, shows what Navwealth is all about - taking care of our clients in the best possible way we can, by being their Most Trusted Adviser. We also have a full in-house accounting section as well as Commercial Lending and Leasing, so we can offer our clients a one stop shop for their financial requirements including SMSF advice. As a Director at Navwealth my goal is to grow this business with Advisers who are able to change peoples lives in the best way possible, by enabling them to live the lifestyle they want without financial stress.
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Level 1, 154 Pacific Highway, St Leonards, NSW, 2065
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • At Navwealth we specialise in advising clients with complex financial arrangements. That is they may own a business, have a self-managed super fund and or a family trust. Making sure the right assets are held in the right structure to meet our clients financial and lifestyle objectives is what we are all about at Navwealth.

John Manuel

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John Manuel
Prosperity Wealth Advisers
John joined the firm in 1998 as a Senior Accountant and became a Prosperity Director in January 2004. John is both a Chartered Accountant and Financial Planner with the Institute of Chartered Accountants recognising him with a Financial Planning Specialist designation.
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Awards

  • 2003 Finalist IFA Magazines National Independent Adviser of the Year
  • 2007 Australia's Top 50 Financial Planners by the Australian Financial Review Smart Investor Magazine by being named on their Masterclass Top 50 Honour Roll
  • 2013 Finalist Outstanding wealth/investment Adviser Australian Private Banking and Wealth Management Council
  • 2016 Finalist Hillross Advisory Firm of the Year
  • 2015 Fast Growing Firm of the Year
Level 2, 175 Scott Street, Newcastle, NSW, 2300
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Level 11, 309 Kent Street, Sydney, NSW, 2000
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Level 22, 333 Ann Street, Brisbane, QLD, 4000
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Member of

Financial Planning Association of Australia
Institute of Chartered Accountants

Speciality

  • I enjoy working with dynamic individuals who have complex and ever changing financial structures. This best suits my passion and high touch approach. I pride myself on strong client relationships and having an intimate understand of my client’s goals and objectives. This allows me to provide appropriate solutions

Brian Lynch

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Brian Lynch
MBA Financial Strategists
I grew up in the US and came to Adelaide in 1993 where I married my partner, Karen. I enjoy helping people solve their financial problems, build their wealth and prepare them for the future. Being prepared is key, as the Chinese proverb instructs, "Dig a well before you are thirsty."
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Awards

  • 2017 AFA Awards Practice of the Year Finalist
  • 2017 finalist FPA Professional Practice of the Year Finalist
  • 2017 AMP FP State Region Winner
  • 2016 AMP FP Practice of the Year State Region Winner
77 King William Rd, Unley, SA, 5061
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Member of

Financial Planning Association of Australia

Speciality

  • I enjoy helping people solve their financial problems, build their wealth and prepare them for the future.
Phone number (08) 8357 3999 Website mbafs.com.au
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Eleanor Dartnall

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Eleanor Dartnall
Dartnall Advisers
My whole career has been in Banking and Finance with a few months out to have my two beautiful children Alexander and Stephanie. My passion for finding solutions to client financial questions has never lessened and I continually seek new ways to communicate and educate clients and investors in our community. I established this business in the Southern Highlands in 2006-2007 so I could look afresh at how to deliver advice, how this should look and sound. We are a close knit team in my business and I love seeing my team grow in their knowledge and apply this to our client family, from how best to structure large portfolios to transitioning clients into a care facility. Outside of work my husband John and I are gardeners, we have designed and developed a six-acre garden in Exeter called "Allways" this is our refuge and a joy to share with others, open for fund raising events, even the odd wedding. But, as the business grows the time to dedicate to this beautiful place reduces so we have some major decisions ahead of us. In my desire to find new ways to deliver advice I have commenced a Master of Financial Planning (Research) and will share the results with my colleagues and other advisers.
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Awards

  • 2014 AFA Adviser of the Year Winner
  • AFA 2013 Female Excellence in Advice Award Finalist
  • 2014 Lonsdale Associate of the Year Finalist
  • 2014 Lonsdale Practice of the Year Finalist
  • 2013 Lonsdale Associate of the Year Finalist
  • 2013 Lonsdale Practice of the Year Finalist
  • 2012 Lonsdale Associate of the Year Winner
  • 2012 DKN Lonsdale Champion Adviser Winner
  • 2013 Business Woman of the Year Winner
7 Market Place, Berrima, NSW, 2577
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
Financial Services Institute of Australasia
Society Trust and Estate Practitioners
Financial Services Institute

Speciality

  • We specialise in the povision of invesment education for both our clients and the community; our goal is to ensure every investor has the knowledge needed to provide informed consent to advice provided.

Sharna Meinertz

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Sharna Meinertz
Panoramic Financial Solutions
Sharna joined Panoramic Financial Solutions in January 2016 after spending over 10 years working at Westpac as a Senior Financial Planner. Sharna has over 20 years' experience in Banking and Financial Services both in Australia and the UK. Sharna has extensive knowledge in SMSF and dealing with high net worth clients. Sharna holds a Bachelor of Business and is currently studying for her Masters in Financial Planning Sharna is married and has two children. Sharna's interests are ballet, coffee with friends and spending time with family. Sharna looks to improve and protect his clients lifestyles now and into the future.
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Level 1, Suite 18 513 Hay Street, Subiaco, WA, 6008
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Member of

Financial Planning Association of Australia

Speciality

  • Aged Care Advice, Financial Planning, Wealth Creation Advice, Personal Protection Advice

Ian Hayes

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Ian Hayes
Milestone Financial Services
I have been in the financial services industry since 2000 and a financial planner since 2005. I started my career in the private client wealth management industry in London before moving to Australia in early 2004. I joined Milestone Financial Services in 2004 as a paraplanner before progressing into an advising role and became a shareholder and director of the business in 2007. I work with a wide variety of clients and specialise in helping busy professionals and business owners realise their lifestyle and financial goals. I am experienced in all aspects of financial planning, including cashflow management, debt strategies, superannuation, investments, retirement planning, personal insurance and estate planning. I also have in-depth knowledge of the various entities that clients may have including companies, family trusts, unit trusts and self-managed superannuation funds. I believe in a collaborative approach to financial planning which involves explaining to clients different options for achieving their goals and then assisting them to work out which option is right for them. Education is a big part of what we do both in one-on-one meetings and through our workshop program. My goal is to build long-term relationships with my clients so that I can assist them in all aspects of the financial lives as their needs change over time.
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Awards

  • Financial Planning Association's 2012 Best Practice Award for a Certified Financial Planning Professional in the ACT
  • AMP Financial Planning 2016 Adviser of the Year Finalist
12A Thesiger Court, Deakin, ACT, 2600
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Member of

Financial Planning Association of Australia

Speciality

  • Your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are and what you want in life. Our advice encompasses cashflow management, debt strategies, superannuation, investments, retirement planning, personal insurance and estate planning.

David Baruffi

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David Baruffi
Blueprint Wealth
I am the Co-Founder and Director of Blueprint Wealth and have been a Financial Planner for over 20 years. My personal philosophy is founded on the notion that knowledge is the key to success. I endeavour to motivate my team and my clients to think logically about money; the accumulation, protection and use of money. At Blueprint Wealth, we take a low-risk philosophy to investing. I invest my money in the same way I do for my clients. The cornerstone of the success of our business has been the desire to learn more and continue to grow. I am a Certified Financial Planner® who holds a Bachelor of Economics, a Master of Taxation and am an SMSF Association SMSF Specialist Adviser. I am a 2016 Amicus Award winner, AMP Financial Planning's recognition of top performance over a sustained period (10 years). The Amicus Award recognises outstanding achievement in the areas of advice capability, compliance and net business flow with an annual Gold Award.
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Awards

  • State Region Winner, 2017 Practice of the Year (AMP Financial Planning)
  • AMP Financial Planning Amicus Award Winner, 2016 and 2017
1/23 Richardson Street, South Perth, WA, 6151
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • Providing strategic wealth advice for a better life. This includes helping clients to develop the nest egg they need to live a fulfilled life.

Paul Turner

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Paul Turner
Wealthwise
Fundamental to helping my clients achieve their desired goals is a deeper level of questioning to unearth their higher held ambitions. I believe financial education and empowerment through strategy will enable clients to make more informed choices in their lives. My passion is to act as a financial coach, keeping clients on track to grow and protect their wealth, remove day-to-day money worries and provide certainty, clarity and peace of mind over their financial future. In particular, I am a strong advocate for women having access to financial advice as I often see too many women with inadequate retirement savings. I hold a Graduate Diploma of Business, Advanced Diploma of Accounting, Advanced Diploma of Financial Services (Financial Planning) and currently studying my Masters in Financial Planning. I am also a SMSF specialist adviser, being accredited by the SMSF Association which is recognised as the peak body for professional advisers and the leading association within the SMSF industry in Australia.
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Awards

  • FPA Best Practice Awards 2014 - WA Runner Up
436-438 Vincent Street West, , West Leederville, WA, 6007
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Coaching and partnering with clients with strategies to maximize retirement savings, protect wealth through
  • personal insurance and to holistically structure estate planning.

Esther Althaus

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Esther Althaus
Perspective Financial Services
Esther Althaus established Perspective Financial Services Pty Ltd in 2003, after working in the mining industry, when she recognised that by helping other people achieve their goals, she could achieve her own. When it became evident that Esther's marriage was about to end, she realised that if she and her 3 young daughters were going to live a life of financial freedom and happiness she would need to start working on an immediate plan that would allow her to do so. With little studies behind her but a keen interest in financial services and wealth management, Esther undertook a number of studies which have culminated in her receiving the highly regarded Fellow Chartered Financial Practitioner designation. Esther has also undertaken studies with the Law Institute of Victoria and is a Collaborative Professional which enables her to undertake the role of independent financial professional in collaborative family law matters. Esther is passionate about working with women to ensure that their money is protected and preserved, particularly at a time when they are vulnerable and are required to make significant decisions that affect their long term well being.
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Awards

  • Inaugural Winner AFA Rising Star Award 2005
383 Malvern Rd, South Yarra, VIC, 3141
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Member of

Association of Financial Advisers
SMSF Professional Association of Australia

Speciality

  • Partnering with mature aged woman who are receiving a divorce settlement or inheriting their partner's estate to assist them in protecting and managing their wealth to enable them to live their life the way they choose.

Tony Blazevski

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Tony Blazevski
Blazer Wealth Management Group
Tony Blazevski is the Founder and Director of Blazer Wealth Management Group. Tony's approach is to take the role of "financial coach" with clients and be the "CFO" to the family unit. His fundamental purpose is to lead, teach and inspire clients towards achieving their financial goals. His deepest commitment is to ensure he elevates the financial knowledge of clients by helping them simulate and interpret the various financial outcomes before a financial decision is made. Simulating the financial outcomes along with financial education enables the client to make an informed decision about their finances. Tony holds a Bachelor of Finance from La Trobe University along with a Diploma in Financial Planning from Deakin University. Tony has specialist knowledge in Finance & Mortgage Broking and Self-Managed Super being an Accredited Finance Broker (AFB) with the Finance Brokers Association of Australia and Accredited Member of the SMSF Professional Association of Australia.
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Awards

  • 2016 Practice of the Year, State Region Winner by AMP Financial Planning
  • 2015 State Region Finalist for Practice of The Year by AMP Financial Planning
Level 2, 35 Cotham Road, Kew, VIC, 3101
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Member of

Association of Financial Advisers
SMSF Professional Association of Australian

Speciality

  • Financial Planning, Mortgage Broking, Self Managed Super, Small Business Advice, Financial Coaching

Katherine Boland

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Katherine Boland
Complete Financial Planning
I started out in the Financial Planning industry 12 years ago not long after the birth of my first child, when my father Colin Oliver asked me to become his office manager. The flexibility the job offered was the initial attraction. However, after a short time I fell in love with the industry and wanted to learn more so I started studying for my Advanced Diploma in Financial Services. After 2 years of studying and hard work I had achieved my goal and had my qualifications. I have been working in the industry ever since. I'm a mother of 2 children and enjoy horse riding, reading and catching up with friends.
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29 SPRING PARK ROAD, MIDLAND, WA, 6056
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Member of

Association of Financial Advisers

Speciality

  • By working with clients we aim to help them achieve their personal and financial goals over time, by giving independent, strategic and ongoing advice that is tailored to each individuals needs. Covering areas such as wealth accumulation, retirement planning (inc superannuation), debt management, estate planning and personal insurances.

Anne Graham

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Anne Graham
Sigma Wealth Management
Anne is one of the leading financial planners in Australia, having built a career in Financial Planning since 1999 and in financial services for 30 years. Anne and her team work closely with clients (particularly those thinking about “life after work”) to develop individual solutions to best suit their specific situations. It’s important to recognise that everyone has distinct needs and circumstances and that advice is very personal. Anne has been recognised as a leader by her peers receiving various awards including: AFA Excellence in Education 2013; FPA CFP© Professional Best Practice Award (Vic); National Adviser of the Year for Securitor Financial Group Vic 2011 and 2015 and Vic State Winner 2014. She was also the first female winner of the Money Management Financial Planner of the Year award. Anne believes in the importance and value of education and has attained Certified Financial Planner® status, is a CPA and has earned a Masters in Applied Finance. Anne is proud to be a Trustee of the Future2 Foundation raising funds for disadvantaged youth and a member of the Securitor National Advisory Council and Deakin University Dept of Accounting Advisory Board.
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Awards

  • 2011 AFA Adviser of the Year Finalist
  • 2013 AFA Excellence in Education Award
  • 2009 Money Management Financial Adviser of the Year Award - Winner
  • 2006 Victorian State winner for the FPA Value of Advice Awards
  • 2013 FPA CFP© Professional Best Practice Award (Vic)
Suite 1, 191 Riversdale Road, Hawthorn, VIC, 3122
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
CPA Australia

Speciality

  • Developing long lasting and rewarding relationships with clients to help them achieve their wealth creation and retirement goals. We focus on making sure you have the right structures with superannuation (including Self Managed Superannuation), income streams and investment portfolios to make sure you get the right results.

Ashley Pattinson

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Ashley Pattinson
Pattinson Financial Services
Ashley is a single dad with two young boys, he has been advising clients for over 20 years on personal and corporate Life Risk Insurance and Superannuation. He is passionate about the importance of planning the future and managing the risk and his driving force is reflected in his company’s mantra: “your dreams, our passion, the future together”. He was a semifinalist in this year's AFA Adviser of The Year awards. Prior to joining the industry he worked for the McDonalds Corporation. In his spare time, Ashley Chairs the Parent Committee of his kid's Scout Group, is studying towards a Masters in Applied Finance and volunteers with various industry organisations.
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2/11-13 Brookhollow Avenue, Baulkham Hills, NSW, 2153
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Member of

Financial Planning Association of Australia

Speciality

  • For families we specialise in listening and understanding your goals and aspirations. Working with you to create winning strategies for managing both the vicissitudes of life and investment risk to secure you family's future. For business owners we develop and implement Business Succession and Key Person strategies providing financial security.

Gavin Fernando

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Gavin Fernando
Prosperity Wealth Advisers
Gavin commenced working with Prosperity's antecedent financial planning firm (Financial Security) in August 1998. Prior to joining Prosperity Gavin held various roles with the Commonwealth Bank managing retail and commercial loan assets. Gavin currently holds the role of Financial Adviser and Director of Prosperity's Financial Services division. He has more than 25 years' experience in the financial services industry.
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Awards

  • 2016 Finalist Hillross Advisory Firm of the Year
  • 2015 Fast Growing Firm of the Year
  • 2015 Fast Growing Firm of the Year
Level 2, 175 Scott Street, Newcastle, NSW, 2300
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Level 11, 309 Kent Street, Sydney, NSW, 2000
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Level 22, 333 Ann Street, Brisbane, QLD, 4000
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Member of

Financial Planning Association of Australia

Speciality

  • I focus on bringing clarity and simplicity to financial matters, working to accelerate financial success and bringing that extra measure of freedom that financial advice and wealth building delivers.

Heidi Schwegler

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Heidi Schwegler
AHS Financial
As an award-winning financial planner, Heidi sees her role as helping people make smart, long-term financial decisions. She is compassionate, understanding, listens and always acts in her clients best interest. Heidi began working in the financial planning industry in 1995 and is a Certified Financial Planner™. AHS Financial won the Most Recommended Practice and Most Trusted Adviser in 2015. Heidi also took out Securitor's 2016 National Adviser of the Year Award and was a Finalist in 2014 and 2015. Heidi is an accredited specialist adviser in Aged Care and Retirement Village advice and helps families navigate this often stressful and confusing period. Heidi provides specialist advice to Generation X by giving them the building blocks to confidently grow their wealth, protect their family and manage their cashflow. For her pre-retiree and retiree clients, Heidi provides peace of mind that clients can transition to the next phase of their life comfortably. Heidi was one of the first people in Australia to obtain a degree in Financial Planning and has built a successful business based on happy clients.
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Awards

  • Securitor Victorian Adviser of the Year Finalist - 2015
  • Securitor Victorian Adviser of the Year Finalist - 2014
  • Inspirational Women of Yarra Award Finalist - 2015
  • Securitor Adviser of the Year Award - National Winner - 2016
293 Royal Pde, Parkville, VIC, 3052
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Member of

Financial Planning Association of Australia

Speciality

  • Heidi gives clients confidence to make appropriate decisions for them and their family by providing specialist advice in Aged Care, pre-retirement and retirement planning as well as superannuation, personal insurances and cashflow management.

Dianne Charman

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Dianne Charman
Jade Financial Group
Dianne is owner of Jade Financial Group and founder of the Jade Kids Foundation based in Ipswich, Queensland. Dianne has been in financial services since 1993 and CFP since 2000 and is studying Masters of Financial Planning. Dianne's engagement with clients is based on the pillars of her business name, Build, Protect, Grow and Enjoy. Dianne believes we need to be reminded about the Enjoy part. Life is very busy, creating harmony between financial well-being and other areas of our lives is her unique approach with her clients. The mission of Dianne and her business, Jade Financial Group, is empower all people and communities we serve to improve their financial well-being. Dianne is passionate about improving financial literacy and is working in not only her community but the broader Australian community to raise awareness of the benefits of making good money choices and is leading this an initiative with the AFA Association to work with all stakeholders on improving Australians financial well-being. Dianne is committed to her clients, team and community and advocates seeking advice as early as possible, the difference is life changing. Her approach is to connect with clients through a values and goals based conversation which is the blueprint for the relationship between adviser and client. Dianne believes everyone in our community can benefit from advice and Advisers are in a unique position to demonstrate leadership so all our communities improve their financial well-being.
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Awards

  • 2014 Small Business of the Year Ipswich Region
14 Mortimer Street, Ipswich, QLD, 4305
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3A/58 Oldfield Road, Sinnamon Park, QLD, 4073
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Our focus of listening to really understand your goals means we will be able to work together to achieve what at times may seem out of reach. We provide a holistic approach and believe all areas of your financial journey are important to now only understand but ensure you are empowered through education and sound advice.

Justine Back

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Justine Back
Back to Back Financial Planners
Justine started her business, Back to Back Financial Planners from scratch 24 years ago and leads a team of 17 staff whose main focus is on assisting their clients to develop a crystal clear vision of their values, goals and current financial reality. Justine says “We then create a truly comprehensive plan to bridge the gap between where you are now and where you want to be. We assist our clients in making smart choices about their financial future and simplifying their affairs, so they can succeed in achieving what matters most. We mentor, encourage, support and motivate you. It is a journey and we go on it together, delivering the highest quality financial advice that is relevant to our clients.” Justine is the only woman in AMP’s prestigious and highly acclaimed AMICUS group of long term high achievers. As the “Money Coach” for web based business “Balance by Deborah Hutton”, Justine has written and presented a series of webcasts, and a 10 week program designed to educate and empower women over 45 years old to take control of their finances. Knowing that only 30% of Australians use a financial planner, Justine is excited by the concept of taking a pioneering step for the industry by using the world of social media to educate and empower the community on the benefits of financial planning. In addition to her office in Young NSW, Justine also has an office in Sydney (22/7 Macquarie St Sydney NSW 2000) and Canberra (8/1 Hobart Pl, Canberra ACT 2601).
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Awards

  • 2013 AFA Adviser of the Year Finalist
  • Finalist in the 2013 AFA Female Excellence in Advice Awards
  • Winner 2010 AMP Financial Planning ‘Thomas Mort Award’ – National Champion Accelerate
  • Winner 2009 AMP Financial Planning ‘Thomas Mort Award’ – National Champion Accelerate
  • Winner 2007 Innovation and Financial Planning Excellence award
  • Winner 2005 Innovation and Financial Planning Excellence award
36 Zouch Street, Young, NSW, 2594
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8/1 Hobart Place, Canberra, ACT, 2608
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22/7 Macquarie St, Sydney, NSW, 2000
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Back to Back Financial Planners specialise in helping you make great decisions about your future. We work with you to help identify what matters to you most and then come up with how best to get you there. We do this by providing a holistic approach to financial planning covering the areas of superannuation, retirement planning, social security, investment, insurance, specialist Self-Managed Super advice, debt, business and family succession planning. Further to this we believe clever strategies are key in making the most of your opportunities. Helping you is what drives us.

Michael Craig

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Michael Craig
Invest Blue
Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying. Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.
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Suite 7, 8 Castlereagh St, Penrith, NSW, 2750
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Member of

Financial Planning Association of Australia
Mortgage and Finance Association of Australia

Darren James

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Darren James
MBA Financial Strategists
I have been a financial planner since 2001. In 2002 I took over my father's practice, who retired after 16 years of operating a practice in rural South Australia. I am married with two young school age children who keep my wife and I very busy. In my spare time I love a full range of sporting activities including: running, fishing, AFL, mountain biking, water sports and tennis to name but a few! Seeing that I have helped make a difference to client's lives and enabled them to achieve their goals, both personally and financially is the most enjoyable part of financial planning for me. I was previously the State Director of the SA chapter of the AMP Financial Planning Association. I also represented SA financial planners on a national level as a Federal Board member of the Association. I am now a member of BARC a consulting body providing advice to the Association on structure, succession and remuneration.
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Awards

  • 2017 AFA Awards Practice of the Year Finalist
  • 2017 finalist FPA Professional Practice of the Year Finalist
  • 2017 AMP FP State Region Winner
  • 2016 AMP FP Practice of the Year State Region Winner
  • 2008 AMP FP National Champion - multi-planner practice
  • 2007 AMP FP National Champion - multi-planner practice
77 King William Rd, Unley, SA, 5061
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Working with clients in all facets of financial planning, including retirement planning, investment strategies, superannuation, estate planning, wealth creation and insurance along with providing advice on self-managed superannuation funds.

Dominique Riley

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Dominique Riley
TFC Financial
Dominique has over 10 years' experience working in the financial services industry after commencing employment as a Practice Manager/Paraplanner at the start of 2006. Dominique is the Principal Financial Adviser of TFC Financial, a well-established financial planning business within the Darling Downs region. Having a substantial background working as a Paraplanner, Dominique brings to the table sound technical skills, knowledge of the financial planning industry and the ability to tailor financial solutions to her individual clients to help them achieve their desired goals. Dominique takes pride in mentoring clients with investment and financial strategies including risk management to help them reach their desired goals, whilst working towards financial independence
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Awards

  • QLD Runner-up Financial Planning Association Best Practice Award 2013
  • QLD State Value of Advice Winner 2012 Charter Financial Planning (AMP Advice Network)
  • 2017 Leaders Practice for Charter Financial Planning
123 Margaret Street, Toowoomba, QLD, 4350
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Specialises in cash flow and debt management, personal and business insurance, wealth accumulation, retirement planning, Centrelink/DVA, personal injury claims and estate planning. Dominique’s financial advice approach focuses on a balanced plan of both short and long-term financial objectives which ensure clients investments are structured effectively. Every decision regarding her client's financial plans is effectively monitored and maintained. Dominique provides support to her clients by helping them understand their financial position and Government legislation that affects their assets including superannuation, tax and social security. She also can provide in-depth client analysis and suggest appropriate products which suit individual client needs.

Pj Byrne

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Pj Byrne
Mr Insurance
PJ leads the Mr Insurance team. His knowledge of the insurance industry runs very deep. He has more than 15 year's experience finding the right insurance solutions for families and their businesses. His advice is always tailored to suit the needs of the client he is serving. PJ personally attends to the needs of his clients, from providing advice and information through to assisting with claims management and completing the annual review, he makes himself available. PJ has personally ensured more than 10 million dollars in claims have been paid to his clients promptly. Outside of helping clients, PJ is married to Meaghan and has two young daughters Sienna and Matisse. PJ is a passionate fisherman that according to his stories even catches a few. PJ enjoys getting away with the family in their small caravan or exploring on his mid-life crisis Harley Davidson.
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Awards

  • 2014 AFA Adviser of the Year Grand finalist, 2015 AFA Adviser of the Year Grand finalist
  • 2014 Millennium 3 Risk Adviser of the Year
  • Millennium 3 Galaxy of the Stars Award Recipient 2010
  • Nominee 2013 AFA Adviser of the Year
  • Millennium 3 Galaxy of the Stars Award Recipient 2014
  • Millennium 3 Galaxy of the Stars Award Recipient 2013
6/50 Borthwick Avenue, Murarrie, QLD, 4172
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Member of

Association of Financial Advisers

Speciality

  • Financial Adviser

Hamish Landreth

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Hamish Landreth
Prosperity Wealth Advisers
A passionate advocate of financial advice, Hamish enjoys working with clients to help them achieve the goals that are most important to them. Developing strategies that are unique to each client and spending the time to help them understand the details provides comfort and peace of mind that their financial future is in good hands. An aptitude for detail and analysis means Hamish assists clients' to put in place comprehensive strategies and works together with them to respond to the challenges and opportunities of life as they occur. Hamish focuses on delivering a personal, professional service and being available for clients with an open line of communication is a priority. A commitment to education and learning has seen Hamish achieve academic success and several awards. Qualifications include a Masters of Applied Finance, a Graduate Diploma of Financial Planning and a Bachelor of Commerce majoring in Finance. Hamish is also a Certified Financial Planner (CFP). Hamish has over 10 years' experience in financial advice. He provides a critical role in working with client's to develop their financial strategies and then helping them stay on track as the work towards the achievement of their objectives. When not working or trying keep up with his two young sons, Hamish enjoys mountain biking around South East Queensland.
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Level 22, 333 Ann Street, Brisbane, QLD, 4000
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Member of

Financial Planning Association of Australia

Speciality

  • I work closely with clients to help improve all areas of their financial life through transparency, direction and communication. I specialise in protecting and growing wealth by implementing strategies that are flexible enough to respond to the challenges and opportunities that life presents.

Michelle Tate-Lovery

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Michelle Tate-Lovery
Unified Financial Services
Michelle Tate-Lovery is the Director and Principal Adviser, responsible for the advice process and philosophy, of Unified Financial Services Pty Ltd, which focuses on comprehensive, strategic, lifestyle financial planning. Michelle is a multi award winning Financial Planner with over 25 years of experience in helping clients achieve financial independence and achieving happier, more fulfilling lives.
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Awards

  • 2012 AFA Adviser of the Year Finalist
  • Money Management and Super Review Inaugural Mentor of the Year Award 2013
  • Money Management Financial Planner of the Year Award
  • FPA 2012 Best Practice National Winner CFP Professional Category
Carlton Clocktower Complex Suite 21, 255 Drummond Street, CARLTON, VIC, 3053
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • We work with clients to build their Financial Life Plan and show them what's really possible. We provide structure, methodology for financial decision making and holistic advice to create a higher certainty of our clients achieving their goals.

Angelo Panella

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Angelo Panella
PFG Financial Services &. LFS Advice Solutions
Angelo has been a financial planner since 1990. He is the managing director of PFG Financial Services and LFS Advice solutions , a certified financial planner with over 27 years’ experience in the financial services industry, specialist in wealth management, retirement planning , insurance solutions and small Business strategies. Angelo is passionate about providing solid, professional and relevant advice and is committed to helping individuals, families and small businesses achieve their financial goals. Angelo has always lived by the mantra of 'keeping it simple' - no matter how difficult it may seem. In his spare time he plays golf, enjoys traveling and spending time with his young family.
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337 Ascot Vale Road, Moonee Ponds, VIC, 3039
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Level 7, 333 Collins Street, Melbourne , VIC, 3000
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • I am passionate about providing solid, professional and relevant advice and I am committed to helping individuals, families and small businesses achieve their financial goals.
Phone number 03 93755100 Website pfg.com.au
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Julian Prendergast

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Julian Prendergast
Invest Blue
Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award. Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines. Other qualifications of Julian's include an Advanced Diploma of Financial Services (Financial Planning), Self-Managed Superannuation Funds Accreditation, Borrowing within Self-Managed Superannuation Funds Accreditation and Certificate IV in Financial Services.
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23 Finchley Street, Milton, QLD, 4064
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Member of

Financial Planning Association of Australia
Finance Brokers Association of Australia Limited (FBAA)

Speciality

  • Pre-retirement planning, Retirement planning, Self-Managed Super Funds, Wealth creation strategies, Debt and cash flow management

Stuart Hollman

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Stuart Hollman
Navwealth Financial Group
Stuart Hollman holds a Bachelor of Business (Finance and Marketing) from the University of Technology, Sydney. Stuart ran his own Financial Planning business from 2001-2005 and has been part of the Navwealth team ever since. He is a Certified Financial Planner and is a Specialist member of the Self Managed Super Fund Professional Association of Australia. Stuart's areas of specialty are Self Managed Superannuation advice and UK Pension transfer advice.
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Level 1, 154 Pacific Highway, St Leonards, NSW, 2065
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Helping people make smart and informed financial decisions to give themselves the best opportunity to live they life they want to live.

Michelle Roberts

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Michelle Roberts
BCV Financial Solutions
I commenced my financial services career as a Fund Manager for NAFM in 1992 managing a hybrid property fund for about 5 years. I then worked part-time as a private client adviser whilst at home with my two children, and then spent 8 years organising professional golf tournaments. I returned to financial services in 2007 as a Financial Adviser and added an Advanced Diploma of Financial Services to my Bachelor of Business Degree. My strength is my ability to relate to clients, and explain complex financial strategies to them so they really understand what they are signing up for. I have been heavily involved in the local community through volunteer work and sporting clubs, including a stint as President of a local junior football club. Currently I am Treasurer for two not-for-profit organisations that specialise in helping women and children. I live with my husband and two teenage boys, and I enjoy organising my annual adventure weekend for a group of girlfriends who are keen to "continue pushing their comfort zone".
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Unit 3, 72-76 Dandenong Road West, Frankston, VIC, 3199
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Member of

Business Network International (BNI) Australia

Speciality

  • Providing clients with comprehensive advice around wealth accumulation, debt strategies, superannuation and appropriate personal insurances to ensure a personal tragedy does not also result in financial catastrophe.

Jason Dix

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Jason Dix
Carrington Financial Services SA
I commenced working in the Financial Services industry in 1992, through ETSA Employees Credit Union and National Australia Bank Ltd, and in 2013 became a partner of Carrington Financial Services. I have a Degree in Finance, a Diploma of Financial Services as well as a Specialist ASX Direct Share and Self-Managed Superannuation Fund accreditation. I am a member of the Financial Planners Association (Certified Financial Planner) and an Authorised Representative of Securitor Financial Group Ltd. I am married to Kylie, and have two daughters. I am currently the Vice President of my local basketball team, the Forestville Eagles, as well as a regular sports show radio host on local Community Radio station, Coast FM.
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Awards

  • 2013 Securitor SA Practice of the Year
  • 2014 Securitor SA Practice of the Year
  • 2016 Securitor SA Practice of the Year
1/83 Greenhill Road, Wayville, SA, 5034
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Member of

Financial Planning Association of Australia

Speciality

  • To provide clients with a complete financial solution, by being their key contact for all financial matters. We want our clients to be able to sleep at night in the comfort of knowing they understand their financial situation and that their financial affairs are under control.

Troy MacMillan

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Troy MacMillan
The Wealth Designers
Troy MacMillan is the founder and Managing Director of TWD, a rapidly-growing and multi award winning firm which was recently judged by both professional associations as Australia’s Best Financial Advisory Practice and by Telstra as a Best Small Business Winner. TWD has the unique speciality of focusing on serving the public good first in everything that they do. No conflicts (real or perceived), no limits on the breadth of their advice, no more than annual engagements that aim to remove any financial uncertainty from the lives of their advice clients. Troy himself has well over twenty years’ experience in wealth management after first starting his career as an accountant before moving to investment banking overseas. Troy has been well recognised nationally for implementing and following a very unique and different approach to financial advice. One where clients engage his advisory firm for a fixed fee based on the value that TWD will provide to them over a 12 month period. Troy enjoys mentoring other advisers and contributing his knowledge to the media whether it’s through TV, radio or newspaper productions. Troy holds CFP, SSA, BBus and DipFP designations and is passionate about helping others, providing more certainty and achieving more.
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Awards

  • 2011 AFA Adviser of the Year Winner
  • 2014 Telstra Small Business Winner
  • 2013 Australia’s Best Advice Practice Winner
  • 2012 FPA Best Practice for CFP Professional Runner Up
  • 2011 AFA Australian Adviser of the year Winner
Level 3, 682 Murray Street, West Perth, WA, 6005
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SPAA - Self Managed Super Fund Professional's Association of Australia 

Speciality

  • At TWD, our speciality is changing the perception of advice, what true advice can achieve and ensuring that it has a profound and enduring impact on the lives of our ideal clients as they seek aspirations and better manage their unique financial challenges.

Damian Liddell

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Damian Liddell
Browell's Financial Solutions
Damian Liddell is a Certified Financial Planner™ with over 15 years experience in the Financial Planning industry. Damian is an accredited Self Managed Super Fund Specialist Adviser™ and a registered Tax (Financial) Adviser with the Tax Practitioners Board of Australia. Damian provides holistic financial planning advice and is passionate about providing advice that truly adds value to help his clients achieve their goals. Damian works on a pure flat fee for service basis and specialises in working with clients both pre and post retirement as well as people in the wealth creation phase.
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249 Napier Street, Bendigo, VIC, 3550
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Financial Adviser

Jenny Brown

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Jenny Brown
JBS Financial Strategists
Jenny Brown FChFP, CFP, SSA, Dip FP is the award-winning director and head of strategy of JBS Financial Strategists, a boutique financial planning company in Melbourne that specialises in SMSFs and personal risk insurance. She’s also proudly the 2013 AFA Financial Adviser of the Year and the FSSmileys Scholar of the Year. Jenny offers more than 22 years’ experience in the financial planning industry. Her business is about building relationships, which has enabled her to grow JBS into the thriving and progressive practice it is today, backed by a lively and dedicated team of advisers and specialists. Her great passions are social media and networking, but she’s equally driven to help women in business and sits on several business advisory boards. Jenny is a member of Self Managed Superannuation Professionals Association of Australia (SPAA).
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Awards

  • 2013 AFA Adviser of the Year Winner
  • 2012 AFA Adviser of the Year Finalist
  • 2010 Financial Planner of the Year - Runner Up
  • 2013 FS Smileys Scholar of the Year
Level 7, 24 Albert Road, South Melbourne, VIC, 3205
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Specialising in Self Managed Super Funds (SMSFs), superannuation, retirement & estate planning, risk insurance & debt management, we aim to remove the stress and worry about your finances and allow you to concentrate on living and achieving your goals.

Daniel Martinez

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Daniel Martinez
PFG Financial Services
After graduating with an accounting degree I went to work for one of the ‘big 4’ accounting firms. It was a fantastic grounding where I gained strong tax and accounting knowledge. Still in an accounting role, I then went and worked at a leading investment bank/fund manager. I spent a number of years learning the ins and outs of the funds management industry. Whilst I enjoyed my time working as an accountant I felt something was missing. I realised that my roles to that point involved dealing with the ‘big end of town’. However, it was the interactions with ‘mums and dads’ that I yearned. So, saddled with my accounting, tax and funds management experience, I set off on my financial planning career. I haven’t looked back since! Making a difference to everyday Australians is what I enjoy. I do this my making sure I am at the top of my game from a technical point of view and then using that knowledge to help clients take advantage of every opportunity on their road to financial independence. I am married with two daughters. My third child is the family dog Tia. Spending quiet time with the family is what I enjoy the most. When I’m not doing that I enjoy keeping fit, soccer and Aussie rules.
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337 Ascot Vale Rd, Moonee Ponds, VIC, 3039
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Daniel specialises in Self Managed Super Funds. He is a past winner of the SMSF Associations™ Prestigious Top Achiever Award, and specialises in Aged Care Advice. Other areas of significant experience include Superannuation, Investment, Retirement Planning, Asset Structuring and Estate Planning.
Phone number (03) 9375 5100 Website pfg.com.au
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Darko Zigic

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Darko Zigic
Robina Financial Solutions
Darko started his career in Information Technology (IT) and is a 'Certified Network and Systems Administrator'. He quickly realised that he wasn't getting the client interaction he preferred and looked for other ways and industries to use his quantitative and process skills. This led him to finance and banking where he made his mark, firstly with the ANZ bank, and subsequently with Westpac. At ANZ Darko established skills in wealth protection and debt reduction through ANZ Financial Planning and then completed his banking career as a 'Senior Business Acquisition Manager for Commerical Banking' with Westpac. As acquisition manager he was responsible for the sourcing, structuring and management of loan facilities. The combination of planning and commercial credit skills make Darko the ideal adviser for small to medium size businesses who need help with business and family protection as well as suggestions on structuring various types of banking, lending, and finance facilities. Additionally he has extensive experience in wealth accumulation, debt reduction strategies and superannuation/retirement strategies. Darko joined Robina Financial Solutions in May 2012 as a Financial Advice Specialist and is now and half way through his Masters in Financial Planning.
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Awards

  • AFA Practice of the Year 2014 – Grand Finalist
  • Practice of the Year 2014 – Professional Investment Services
Level 10, 203 Robina Town Centre Drive, Robina, QLD, 4226
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Member of

Association of Financial Advisers

Speciality

  • Financial Adviser

John Broughton

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John Broughton
Tailor-Made Financial Services
I originally joined Tailor-Made Financial Services in 2005 as a Financial Advisor specialising in Para planning. In 2015 I became a director and now as a Certified Financial Planner®, I provide holistic financial advice on Self-Managed Super Funds (SMSFs), superannuation, retirement planning and investment advice. With a strong interest in finance since studying Economics in high school, Financial Planning particularly appealed to me as it provided me with the tools to manage my own finances and also be able to pass on this knowledge to others. This ultimately helps reduce the client's financial stress giving them the freedom to focus on what they enjoy doing. I moved to Milton-Ulladulla in 2008 after commuting from Nowra for two years. I love living in a country town near the beach where I only have a short drive to work. Out of the office you will find me participating in community activities with Apex or catching up with family and friends. I have been the Treasurer of Apex since 2011 and on the Executive Committee of the Milton-Ulladulla Business Chamber since 2015.
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Awards

  • 2008 Winner of Rotary Milton-Ulladulla Professional Practice of the Year & Business of the Year
  • 2011 Hillross National Advisory Firm of the Year Finalist
  • 2013 Hillross Service to the Community Award for participation in the AMP Cancer Council pro bono program
  • 2014 Became Hillross Strategist Member recognising us as a leading Hillross firm
  • 2015 Hillross Strategist Member
  • 2016 Hillross Strategist Member
  • 2017 Hillross Strategist Member
  • 2018 Hillross Strategist Member
10/65 Princes Highway, MILTON, NSW, 2538
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8/11 Orient Street, BATEMANS BAY, NSW, 2536
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4 Walker Street, BOWRAL, NSW, 2576
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Member of

Financial Planning Association of Australia

Speciality

  • I provide holistic financial advice on Self-Managed Super Funds (SMSFs), superannuation, retirement planning and investment advice.

Les McGuire

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Les McGuire
Future Proof Financial
Les followed his passion of wanting to help people achieve their personal goals in 2007 when he was accepted into the prestigious specialist financial planning academy AMP Horizons. Les completed the further study and was awarded top of class. Since then Les was awarded the most successful Horizons graduate ever. Les has been awarded at state and national levels for the Adviser of the year multiple times and ties this to his passion to be the best he can be. Les owns Future Proof Financial multiple award winning practice which is under the AMPFP Licensee, currently utilising the state of the art technology within the AMP Advice framework, Future Proof Financial provides specialist advice across all areas of financial advice with clients all over Australia. Les employs 14 staff including 6 advisers which make up his strong team. Les has completed an MBA/MF and is currently completing a Masters in Counselling as financial planning he believes is far more about the people than just the financial numbers. Les has a mantra which he promotes "To provide more advice to more Australians at a price they can afford, through education to provide peace of mind and security".
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Awards

  • QLD/NSW 2016 State Adviser of the Year
  • Horizons Specialist Academy Top of Class
  • AMP Financial Planning Adviser of the Year 2017
3/97 Tamar Street, Ballina, NSW, 2478
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88 Woodlark Street, Lismore, NSW, 2480
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Level 54, One One One Eagle Street, Brisbane, Qld, 4000
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Member of

Association of Financial Advisers

Speciality

  • Providing holistic financial advice, addressing, budgeting, cash flow, debt reduction, superannuation/SMSF, estate planning, insurance, tax and investment advice to help my clients achieve their short and long term financial and personal goals. Working on crucial and complex areas also to ensure an appropriate strategy based on a client's needs.

Deborah Kent

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Deborah Kent
Integra Financial Services
Deborah Kent has been in the Financial Planning Industry for over 25 years, giving advice to clients and guiding them on their financial pathway to meet their goals. Deborah is very passionate about the work she does and enjoys dealing with clients, creating the strategy and seeing the outcome of their work together. Deborah is currently the National President of the Association of Financial Advisers (AFA) and previously held the positions of AFA Treasurer & AFA NSW State Director. She was also the inaugural National Chair of the AFA Inspire initiative to connect women in advice. Her key role was to assist women in stepping up and achieving more gender balance in Financial Services. Deborah has also provided 16 years of service to the Financial Planning Association (FPA) on various committees including the Sydney Chapter, the National Education committee, and chair of the CPD committee. Deborah is also passionate about giving back to the community and has been involved in various committees and charities over the years.
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Awards

  • Money Management Women in Financial Services Industry Advocate 2013 - Finalist
  • MLC/Garvan Trust in Advice Award 2012
  • AFA Female Excellence in Advice Award 2012 - Finalist
  • FPA Distinguished Service Award 2004
  • AXA Gerald Lippman Perpetual Trophy 2000
  • Sydney Business Review's Business Woman of the Year 2000
  • Money Management Adviser of the Year 1998 - Highly Distinguished Award
Suite 4, Level 6, 91 Phillip Street, Parramatta, NSW, 2150
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Providing a wide range of fee based financial advice solutions to clients who want to achieve wealth accumulation and comfortable worry free retirement.

Natalie Bordun

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Natalie Bordun
Minerds Bell Consultancy Group
Natalie has over 17 years of experience in the financial planning profession. She completed her Diploma of Financial Markets with the Securities Institute in 2000, her Diploma of Financial Planning with Deakin University in 2004, and is a Certified Financial Planner as designated by the Financial Planning Association. Natalie is an Accredited Aged Care Professional as per the Aged Care Steps training program. As an Aged Care specialist Natalie has been appointed to the BUPA Aged Care Financial Guidance Panel. She understands seeking the right advice can help you to make the right decisions and reduce the stress on you and your family. Natalie's experience includes providing advice in the areas of superannuation, Self-Managed Super Funds, pre and post retirement planning, wealth creation, personal protection, Aged Care, gearing, redundancy packages, Centrelink and business succession planning. Natalie is married with a young son and they love to travel as a family as much as they can.
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79 Belair Road, Kingswood, SA, 5062
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Member of

Financial Planning Association of Australia

Speciality

  • Natalie offers her clients holistic advice in many areas including wealth creation, pre and post retirement planning, Self-Managed Super Funds and she specialises in providing Aged Care advice to families who are placing loved ones into care and need assistance navigating the fees.

Jason Petersen

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Jason Petersen
5 Financial
Jason is a Certified Financial Planner, Head of Wealth Management and Partner at 5 Financial. "I'm really passionate about the importance of good quality financial planning in people's lives. Repeatedly I see the impact it has on my clients, in their improved confidence about their financial situation as well as their ability to achieve (and enjoy!) goals that are important to them." Jason became a financial adviser at 5 Financial in 2004, following a successful 17 year stint in the Australian Navy in a variety of leadership roles. A Grand Finalist in the 2016 AFA Adviser of the Year awards, Jason enjoys working closely with his clients inspiring them to think deeply about what matters to them and then crafting a customised strategy to support them in achieving their goals. He regularly writes for Money Magazine's 'Ask the Experts' feature. When not at work, Jason enjoys spending time with his family, especially supporting his daughters' various sporting interests. He also volunteers on surf patrol at his local surf lifesaving club, and when time permits, he enjoys golf, cycling and karate.
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Awards

  • 2016 AFA Adviser of the Year - Grand Finalist
Suite 2C, Level 2, Blaxland Road, Rhodes, NSW, 2138
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • By working with clients on an ongoing basis, my focus is to help them feel clear about their finances so they can confidently reach their goals through customised, holistic and integrated financial advice. This incorporates wealth creation, retirement planning, debt management, personal insurances, self-managed superannuation, direct equities and finance.

Andrew Collis

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Andrew Collis
Prospero Financial Planning
Andrew Collis has been a trusted adviser to his clients for over fifteen years providing tailored financial solutions in an atmosphere of mutual respect and professionalism. As a director of Prospero Financial Planning, Andrew has been able to ensure the focus of his business is always centred on shepherding resources to optimise outcomes to individuals and small businesses throughout Australia. Andrew and his experienced team pride themselves on being able to develop bespoke strategies, educate and mentor their clients, and remain up-to-date with industry best practice. Operating as a financial hub Prospero draws on its various contacts in specialised areas such as legal services (including estate planning), finance, accounting and taxation matters to complement its services.
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Suite 101, 697 Burke Road, Camberwell, Melbourne, VIC, 3124
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia, Financial Planning Association of Australia - Professional Practice

Speciality

  • Creating ongoing relationships to assist time poor professionals and pre-retirees who would like a supportive approach to achieving their financial and lifestyle goals.

Raymond Pecotic

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Raymond Pecotic
Empire Financial Group
Empire Financial Group helps successful people, who value their time, make smarter decisions with their money. My entire career has been focused on establishing and fostering lasting relationships with like-minded professionals; attracting and nurturing the best talent in our business, and an unrelenting drive for exceptional service in all client and professional interactions. As a uni student, I spent my holidays in an accounting practice lodging tax returns and coding bank statements. The "super and insurance guy" would stop by to visit from time to time, and one day I asked him "How do I get to do what you do?". Well, he gave me a chance to learn from him. And so in 1997, I registered the name Empire Financial Group and worked with him on a contractor basis. It beat flipping burgers as a part time uni job! The financial services world has changed a lot since then, as has my role within it. In the early 2000's, I was responsible for the inception and roll out of the LJ Hooker Superannuation Fund, at the time Australia's largest real estate network with over 500 offices and 5000 staff. This also led to a partnership in rolling out Australia's first ever community based super fund in regional Victoria, with the aim of providing benefits for local community development. After the sale of these funds to a Melbourne based listed company, Empire re-emerged, dealing with individual, family and small business clients, assisting them with building wealth through strategic and goal driven financial planning. Complimenting my work at Empire, I am the WA representative to the Securitor National Advisory Council. I thoroughly enjoy the regular call ups to speak on financial strategy to the various accounting, finance and real estate groups in our network, and associations such as the Institute of Public Accountants. Outside the office, I indulge my interest in politics and am the ongoing Campaign Chairman to a State Government Cabinet Minister.
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Awards

  • 2008 High Performance Club Inductee - Professional Investment Services
  • 2009 High Performance Club Inductee - Professional Investment Services
  • 2010 WA Rising Star Advisor of the Year - Securitor
  • 2011 National Rising Star Advisor of the Year - Securitor
  • 2012 WA Advisor of the Year - Securitor
  • 2013 WA Practice of the Year - Securitor
  • 2014 Finalist WA Practice of the Year - Securitor
  • 2015 Finalist WA Practice of the Year - Securitor
  • 2016 WA Practice of the Year - Securitor
Suite 5, Level 1, 22 Brown Street, East Perth, WA, 6004
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Speciality

  • At Empire we focus on "strategy first" financial advice, with an emphasis on helping clients make the most of their cashflow to create financial security. It's not about investments or investment returns, it's about setting goals and working backwards to formulate a step by step plan and creating the right habits and disciplines to make that happen.
Phone number 08 9323 3000 Website efg.net.au
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Craig Banning

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Craig Banning
Navwealth Financial Group
Our goal at Navwealth is to provide individuals, families and business owners the clarity they need to reach their financial and lifestyle goals. Myself and my team of professionals do this by empowering our clients with their own personalised strategic plan. At Navwealth our advice considers both Tax Planning and Financial Planning objectives as we have built a true one stop shop of advice for our clients. Our clients enjoy having an Accountant, Wealth Adviser and Lending Specialist all under the one roof. Our clients then enjoy a personalised review programme that brings their Accountant, Wealth Adviser and Lending Specialist together to keep them on track to achieve their goals.
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Level 1, 154 Pacific Highway, St Leonards, NSW, 2065
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Helping people make smart and informed financial decisions to give themselves the best opportunity to live they life they want to live.

Bronwyn Cant

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Bronwyn Cant
Vizion Financial Planning
As CEO of Vizion Financial Planning, Bronwyn has been providing quality, informed and targeted financial planning advice to a range of rural and regional clients for the last 21 years. Her involvement in the family farm business, provides the basis of her approach to providing financial advice to all rural, regional and farming clients. The experience of working within a vertically integrated horticultural business informs Bronwyn's relationships with her rural clients as she has a personal understanding and experience of the issues they face in their everyday and long-term decision making. Her years of experience bring a wealth of knowledge to assist clients with rural estate planning for farm families, farm and business succession planning, and farm sale investment strategies. Bronwyn is highly regarded by her peers within Securitor Financial Group receiving the "SA Adviser of the Year" award in 2012 after being runner-up in 2011. Vizion Financial Planning has also received accolades by being nominated for SA Practice of the Year in 2012 and 2013. Bronwyn currently fulfils the role of SA Representative on the National Advisory Council for Securitor and has been an AFA member since 2012. She was an AFA Adviser of Year 2012 Award Nominee. Outside of work Bronwyn is a member of the Rabo Bank Client Council and has been a regular judge for the Lions Youth of the Year events, at local and district levels, since 1995.
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Awards

  • 2012 Securitor SA Adviser of the Year
  • 2011 Securitor SA Adviser of the Year Runner-Up
7 Riverview Drive, Berri, SA, 5343
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Member of

Association of Financial Advisers

Speciality

  • Providing quality, informed and targeted financial advice associated with Retirement, Risk, Estate, and Succession Planning for rural and regional clients to help them reach their long term financial goals.’

Kurt Ohlsen

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Kurt Ohlsen
Profile Financial Services
Kurt initially joined Profile in 1999 where he worked part time with the administration team while completing his University Degree. On completion of his degree he moved into Corporate Banking for a large institution, where he developed a strong knowledge of entity structures, as well as cashflow and debt structuring. In 2006 Kurt returned to Profile and he now works as a Financial Planner. Kurt's passion for planning is to help people make their own, well informed choices by breaking down complex situations and identifying the important issues that need to be addressed. He has a particular interest in Self Managed Super Funds and the range of beneficial strategies they can open up for clients. Kurt holds a Bachelor of Agricultural Economics (majoring in Corporate Finance, Economics and Agricultural Economics) and a Diploma in Financial Planning. He is a member of both the Financial Planning Association of Australia (FPA) and the Self-Managed Super Fund Professionals’ Association of Australia (SPAA).
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Level 12, 44 Market St, Sydney, NSW, 2000
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Level 9, 100 George Street, Parramatta , NSW, 2150
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Helping clients meet their own financial objectives by assisting them to make well informed choices in all stages of life - such as retirement planning, superannuation and investment strategies, accumulating wealth, debt management strategies, wealth protection and estate planning.

Steve Sewell

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Steve Sewell
Invest Blue
Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business. An opportunity to pursue this dream presented itself in 1998 and he has not looked back. Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field. Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing. Steve's qualifications include an Advanced Diploma of Financial Services (Financial Planning) and he is also a Justice of the Peace.
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131 Faulkner St, Armidale, NSW, 2350
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Member of

Financial Planning Association of Australia

Speciality

  • Wealth creation strategies, transition to retirement strategies, risk management strategies, DIY and Self-Managed Super Funds

Paul Reilly

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Paul Reilly
Back to Back Financial Planners
I have been a Financial Planner since 2007. I have completed the Diploma of Financial Services and a Certificate IV in Financial Services. I am able to provide you with the financial advice and support you need to assist you in achieving your financial, business and life ambitions. I will work with you to develop a life long plan that will open your eyes to your financial future, in a manner that is clear and concise.
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Awards

  • Winner 2005 and 2007 - Innovation and Financial Planning Excellence
  • 2009 - "Thomas Mort Award" National Champion
  • 2010 - "Thomas Mort Award" National Champion
36 Zouch Street, YOUNG, NSW, 2594
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Member of

Financial Planning Association of Australia

Speciality

  • Financial Adviser

John Grasso

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John Grasso
Grasso Financial Services
John Grasso established Grasso Financial Services in Ayr, North Qld in 2006 when he decided to follow his passion of professional share trading and open a financial planning office in his home town. Since this time the financial planning firm has prospered and also now has bases in both Bowen and Townsville. John strongly believes in providing individual tailored advice. He enjoys getting to know his clients, discussing their personal and financial goals and working out strategies to achieve these goals. John’s focus on holistic advice means he is happy to work closely with client’s accountants and legal advisers when circumstances require. It gives him great satisfaction knowing clients have peace of mind that their financial affairs are in ‘safe hands’ with people that care. John is a member of the Financial Planning Association of Australia Limited, he is a recognised SMSF Specialist Adviser with the Self Managed Super Fund Professionals Association in Australia and is currently completing his Masters of Financial Planning. He has previously won the Queensland Securitor - Adviser of the Year award in 2012 and 2013 and was a finalist in 2015.
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Awards

  • Qld Securitor – Finalist – Adviser of the Year 2015
  • Qld Securitor – Adviser of the Year 2013
  • Qld Securitor  – Adviser of the Year 2012
  • Qld Securitor – Practice of the Year 2012
146 Queen Street, Ayr, QLD, 4807
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8 Martinez Avenue, , West End, QLD, 4810
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58 Herbert Street, Bowen, QLD, 4805
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • Assisting clients to achieve their financial goals no matter what stage of life they are at. This encompasses areas such as insurance, investment, superannuation, retirement or estate planning. Specialist advice in relation to SMSFs and direct share investments can also be provided.

Chris Ogilvie

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Chris Ogilvie
Invest Blue
Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business. Chris has widespread academic and industry qualifications and experience. He holds an Economics degree, a Diploma of Financial Planning, is a Certified Financial Planner (CFP), a Justice of the Peace (JP) and holds SMSF Specialist Adviser status with SPAA. Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (ampfpa) for the past 3 years. He is currently the Chairman of the ampfpa - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry. Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends. He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!
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4 Columbia Court, Baulkham Hills, NSW, 2153
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Glenn Malkiewicz

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Glenn Malkiewicz
JBS Financial Strategists
I commenced working with JBS in 2006. Over time I have seen a growing need for money management advice, an area somewhat neglected in this industry. It comes from my belief that the biggest influence on achieving your financial and lifestyle goals is how you best utilise your cash flow. This has driven me to develop the JBS Cash Coach program which aims to assist the Generation X & Y demographic, and anyone else requiring advice / coaching / mentoring / tracking / accountability regarding their cash flow and financial goals. Outside of work and it's all family time with the arrival of our young son Ashton. When time permits my passion for sport kicks in and my love for the Western Bulldogs.
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Level 7, 24 Albert Road, South Melbourne, VIC, 3205
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Member of

Association of Financial Advisers

Speciality

  • Assisting people develop great money management skills via the JBS Cash Coach Program. This program puts clients back into the driving seat, using high impact track and reporting technology teamed with expert advice. We help clients get their finances on track, so they can achieve their goals.

Troy Scott

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Troy Scott
Scott Glen Financial Advisers
Troy is Director / owner of Scott Glen Financial Advisers with 8 years experience providing superannuation (including SMSF), retirement planning, personal asset protection, investment and estate planning advice. Troy has a particular interest and depth of experience in asset protection and superannuation advice and is passionate about assisting his clients achieve their long-term financial and lifestyle goals. Troy holds a Bachelor of Business, Advanced Diploma of Financial Planning, SMSF accreditation and is currently studying the Fellow Chartered Financial Practitioner qualification. Troy is also a member of the Association of Financial Advisers. Troy was awarded the Challenger Retirement planning scholarship through UNSW Business School in 2015. Troy's professional and consistent care for his clients was recognised by his peers, who awarded him the Securitor 2015 QLD Rising Star of the Year award
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Awards

  • 2015 Securitor Rising Star award - QLD
  • UNSW Business School Retirement Planning Scholarship
Lobby 1, Level 2, 76 Skyring Terrace, Newstead, QLD, 4006
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Member of

Financial Planning Association of Australia

Speciality

  • Using our plan, nurture and achieve model, we take our clients on a financial planning journey. Focusing on goals we provide holistic financial planning services across superannuation, estate planning, insurance and asset protection, SMSF and investments

Ben Littleton

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Ben Littleton
Perrier Ryan Financial Advisors
I am one of three partners of Accounting and Financial Planning firm, Perrier Ryan, which is based at East Brisbane. We have a great staff of the right people doing the right things, right. As financial planners, we specialise in long term personal wealth goals for our clients as well as protection plans for their family and business. We work with clients to establish these goals and then work with them on the long term plans required to achieve those goals. We are a firm that works with you on all facets of your financial life; your income, your asset protection, your debt, your investments, your retirement and your estate planning. With more than 20 years working in the finance industry and having completed a Bachelor of Commerce, Advanced Diploma of Financial Planning and SMSF specialist accreditations, I have a passion for ensuring that our clients can sleep easy at night knowing their financial world is being looked after. There are very few things that give me greater joy than seeing my clients tailored plans come to fruition.
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Awards

  • 2015 Securitor Qld Practice of the Year
  • 2015 Securitor Qld Adviser of the Year - Finalist
Level 1, 30 Lisburn Street, East Brisbane, QLD, 4169
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Member of

Association of Financial Advisers

Speciality

  • Providing advice over all areas of my clients financial needs. Addressing areas such as their superannuation, insurance, debt, investment and estate planning requirements to ensure they can obtain the lifestyle they deserve.

David Reed

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David Reed
The Retirement Advice Centre
Starting my own retirement advice business 2003, I had a keen interest in equity markets, and I also held the belief that financial planning, particularly over a decade ago, was built upon solutions that were more reliant upon 'intuition' than 'science'. My previous career was in the NSW Police Force, where the culture of evidential proof was a pre-requisite. Due to this background, an evidence-based philosophy was our core foundation for advice and remains so today. As both my clients and I have aged, I have developed a strong interest in the area of gerontology and applying evidence-based money management strategies for people prior to, and entering into retirement. The most enjoyable aspect of being a retirement adviser is the profound difference we can make during one of life's most stressful events. My belief is that there is no other profession in which you can become so intertwined with a person’s past, current and future. To fulfil our role and enhance the value of our advice to client’s, we need to know their aspirations, fears and worries. This gives us the opportunity to align their money with the lifestyle that they wish to lead in retirement, and also have contingency plans along the way built-in for security and peace of mind. I have authored two books on retirement including co-authoring So You Think You Are Ready To Retire with Canada's renowned Retirement Psychologist Barry LaValley. I am currently a board member of Home Modification Solutions, a non-profit entity that aims to assist people to age in their own home for longer.
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Awards

  • 2015 - AFA Adviser of the Year Finalist
  • 2014 - Millennium3 National Innovation Award
  • 2014 - One of the Top 50 Most Influential Social Media Users in Finance
  • 2006 - IFA Adviser of the Year
  • 2005 - IFA Award for Outstanding Achievement
3-5 Stapleton Ave, Sutherland, NSW, 2232
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Level 36, 1 Macquarie Place, Sydney, NSW, 2000
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia and Retirement Income Industry Association (USA)

Speciality

  • We aim to financially secure your ideal retirement...for as long as you live.
  • We design retirement plans to prepare you financially for virtually anything that may happen. We manage
  • money by using an evidence based approach to deliver predictable outcomes.
  • This provides you with the comfort of knowing how much income you can live on, how long your money will
  • last and the potential to help your family today so to fulfil a 'living legacy'.

William Bracey

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William Bracey
Sydney Financial Planning
Over the last 25 years Bill has assisted clients to work towards and realise their dreams and he feels as passionate about helping his clients making a real difference in their lives as he did 25 years ago, but now has more wisdom and the grey hair to match! Bill’s vast experience provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client - friendly language. Bill established W Bracey Sydney Financial Services in 1988 and has overseen its steady development into an industry leader. The business now looks after the financial affairs of thousands of families with combined assets in excess of $300 million dollars. Bill is an Authorised representative of Charter Financial Planning, director of the NSW Authorised Representative Association and board member at national level. He also has substantial commercial experience, having previously been owner, board member and Managing Operator of several regional retail stores. Bill enjoys spending time with his wife, three children and their dog, loves surfing and boating activities and is an avid supporter of the Wallabies and Roosters.
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Awards

  • Semi-Finalist AFA Adviser of the year 2014
  • Finalist AFA Adviser of the year 2013
  • State Adviser of the Year 2012
  • 25 Years of Service Award Charter FP 2013
Suite 13, 201 New South Head Road, Edgecliff, NSW, 2027
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Over the last 27 years I have assisted my clients to realise their dreams. I feel I have the experience to help them through the next stage of their life. I feel as passionate about coaching my clients as I did 27 years ago, but now have more wisdom and the grey hair to match!

Kate O'Brien

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Kate O'Brien
Edney Ryan Wealth Management
Kate commenced as Director of Edney Ryan Wealth Management in 2017, after joining the team in 2015. Kate won the Hillross Adviser of the Year Award for 2017 - a national award recognising an adviser with the highest level of professionalism and excellence through client service, advice delivery, implementation and client advocacy. Kate brings years of local and international experience in wealth management. Furthermore, her prior roles in business and team leadership positions make her a knowledgeable, collaborative and passionate leader of Edney Ryan Wealth Management. Kate has over 20 years’ experience working in asset management and private banking including roles at Banque Internationale based in Luxembourg, CIC Banque Transatlantique based in Paris, Deutsche Asset Management and BT Financial Group in Sydney. Kate has a Bachelor of Business (International Business and Business Law) from UTS Sydney, and an Advanced Diploma in Financial Planning. She is a Certified Financial Planner, a Certified Private Banker, TEP (Trust and Estate Practitioner), Vice Chairman and Board Member of STEP Benelux and a Member of the Financial Planning Association of Australia. Kate is fluent in French and Luxembourgish.
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Level 2, 357 Military Rd, Mosman, NSW, 2088
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Member of

Financial Planning Association of Australia

Speciality

  • Our vision is to care for our clients and make an amazing difference to their lives. We provide holistic and comprehensive advice, covering all aspects of wealth management.

Adam Smith

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Adam Smith
Advice First Pty Ltd
After several years in the industry as a technical analyst, I joined Advice First in 2010 as a Financial Adviser and then became a Partner in 2013. As the firms Retirement Specialist, I have a specific interest in, superannuation, self-managed superannuation funds, wealth management, cash flow analysis and budgeting, pensions and Centrelink, aged care and tax planning. My role allows me to put in to practice the knowledge I gained from completing my degree in Financial Planning and Accounting. I particularly enjoy assisting our clients with retirement and lifestyle planning. I measure my success on the difference I make to people's lives, by focusing on what's important to them, and assisting them to gain a better understanding of their financial and lifestyle circumstances. On a personal note, my wife (Susie) and I spent our younger years living in London and travelling Europe, before returning to the Gold Coast in 2005 to get married and have our 2 beautiful girls, Chiara and Sienna. Born and raised on the Gold Coast I enjoy all outdoors sports and can often be found on the golf course, wakeboarding, camping or getting up at absurd hours to watch Arsenal play football! My qualifications include a Bachelor of Commerce in Financial Planning & Investments (Accounting) Certificate in Self-Managed Superannuation Funds, Commissioner for Declarations (QLD) and membership of the Financial Planners Association of Australia.
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Level 2, 47 Watts Drive, Varsity Lakes, QLD, 4227
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Member of

Financial Planning Association of Australia

Glen James

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Glen James
Fortify Financial
Glen James is a licenced financial adviser and is the managing director of the Fortify Financial Advice Network. He is conservative and somewhat a contrarian in the way he delivers his practical financial advice. Glen has a particular interest in personal finance and Estate planning. Glen regularly speaks to financial planning professionals at various events locally and interstate. He has ghost written lyrics for a chart topping song internationally and spoken on an award winning money show in the USA live to 12 million people.
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Awards

  • Client Experience Award 2016, Apogee Financial Planning
Suite 2, 128 Wyong Road, Killarney Vale, NSW, 2261
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Suite 107, 16 Kenrick Street, The Junction, NSW, 2291
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Member of

Association of Financial Advisers

Speciality

  • We partner with our clients to understand their needs and offer realistic and honest advice. You have worked hard in business and family to get where you are, now it's time to plan for your future. Whether it's business or personal, our purpose is to support you to live a full life, free from financial worry.

Philip Windsor

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Philip Windsor
Chrysalis Lifestyle Planning
As the Senior Financial Advisor, Certified Financial Strategist, Licensee & Director of Chrysalis Lifestyle Planning, Phil is responsible for the day-to-day operations of the company and it's compliance with the law. Phil is also responsible for client advice, strategy implementation and portfolio monitoring. Phil has worked in the financial planning industry since 1996 and has been providing financial advice to clients since 1998. In recent years Phil has featured in professional training videos and Phil's opinion has been sought by journalists and industry associations wanting to know his views on issues facing the financial advice industry in Australia. Clients tell us that Phil is a 'rare find'. He is able to communicate to clients in language they understand and cut through the complexity and jargon. He genuinely cares for each and every client and has a 'whatever it takes' attitude when it comes to protecting his client's wealth and shooting for their goals. Today Chrysalis is an award winning, independently owned advisory practice which employs a team of like-minded individuals all committed to making a meaningful difference in our client's lives. Post university the opportunity arose for Phil to take what he thought would be a short break from teaching to explore the world as a Long haul flight attendant with Qantas. Phil then wanted to put his tertiary study and natural skillsets to work in order to make a contribution to the lives of others. So he embarked on a search that ultimately led him to a financial advisory career. These days when not sitting behind the desk, Phil 's priority is his family, friends and his faith. He is married to Silvie and has two daughters, Annika & Saskia. He enjoys his fishing, tennis, 4WD adventures, overseas travel, fitness training and surfing. Phil also serves at a community soup kitchen at his church in Manly, is a Justice Of The Peace and sits on the advisory board of a global children's ministry organisation.
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Suite 3, 12 Fisher Rd, DEE WHY, NSW, 2099
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Member of

Association of Financial Advisers
Association of Independently Owned Financial Professionals

Speciality

  • We are holistic financial advisers whose primary focus is to make the complex financial stuff simple for people. We look at everything financial (including investments, super, retirement, estates and insurance) for our clients and we bring in specialists where needed.
  • By considering personal issues and desires of our clients and coming up with a considered, integrated plan which we roll out for our clients, we are able to deliver a strong level of peace of mind. We also find that our process develops very close working partnerships.
  • By attending to our client's needs and wishes to a high standard we consistently 'Create The Life They Want'.

Phillip Win

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Phillip Win
Profile Financial Services
Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Following the completion of his studies, Phillip moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner. Phillip has a strong interest and knowledge of investment markets and is constantly exploring "cutting edge" strategies to deliver to the clients of Profile. Phillip lives in the Blue Mountains, has two sons and enjoys outdoor activities such as bush walking, mountain bike riding and golf. Having coached his son’s soccer team in the past, he moved on to manage the cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and was involved in the infamous “The Cricketers” photo during the October 2013 Blue Mountain fire campaign, which raised $29,000 for the Blue Mountain bushfire relief fund. Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University. Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years. Phillip is a Certified Financial Planner.
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Level 12, 44 Market St, Sydney, NSW, 2000
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Level 9, 100 George Street, Parramatta , NSW, 2150
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Member of

Financial Planning Association of Australia
Boutique Financial Planners

Speciality

  • Working in partnership with clients who wish to engage an adviser to assist them to get their financial house in order, whether it be getting started, attaining financial independence, transitioning to retirement or intergenerational wealth transfer.

Troy Theobald

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Troy Theobald
Robina Financial Solutions
Troy established Robina Financial Solutions in partnership with CWL accountants in 2004. Prior to this Troy works as an Accountant and Financial Planner with another Accounting firm. The philosophy of the business is simple and that is, to add value, we must make a meaningful positive difference to our clients lives. The business now works with five accounting firms and a number of legal practices geographically spread from Murwillumbah to Brisbane. Troy's main focus is helping pre and post retirees establish the lifestyle they want in their retirement. He and his team do all the heavy financial lifting to make sure RFS' clients can concentrate on using their time to enjoy the life they deserve - not dealing with uncooperative financial insitutions.
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Awards

  • AFA Practice of the Year 2014 - Grand Finalist (Association of Financial Advisers)
  • Practice of the Year 2014 (Professional Investment Services)
  • Adviser of the Year 2013 (Professional Investment Services)
  • Adviser of the Year 2012 (Professional Investment Services)
Level 10, 203 Robina Town Centre Drive, Robina, QLD, 4226
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • My team & I work specifically with Pre & Post retirees to provide holistic financial advice. We identify retirement income needs & set in place a timeframe for retirement. We then move to an ongoing program to make sure they are on track. We have a team that works exclusively with wealth Accumulators and another team that Provides dedicated aged care advice.

Gary Winwood-Smith

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Gary Winwood-Smith
Sydney Financial Planning
With over thirteen years of experience in the financial planning and work spanning across small business, sole traders, families and individuals, Gary is well versed to efficiently solve complex financial issues. Gary is passionate about working with people to identify, clarify and quantify dreams - together with focus and determination, he wants to help his clients achieve amazing results. Gary is a natural leader with substantial experience in management across all areas of the financial planning industry. This, together with Gary’s experience and his focus on education to ensure he is up to date with all aspects in the industry, ensures Gary can provide his clients with a plan for their financial freedom both now and well into the future. Outside of work, Gary enjoys spending time with his wife and young family. When he’s not changing nappies, Gary is passionate about sport especially touch football and swimming. 
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Suite 13, 201 New South Head Road, Edgecliff, NSW, 2227
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Member of

Financial Planning Association of Australia

Speciality

  • With experience and education to efficiently solve complex financial issues, I have a passion for working with people to identify, clarify and quantify their dreams to help them achieve amazing results.

Brad Martin

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Brad Martin
Blueprint Wealth
I have been with the Blueprint Wealth team since 2005. I am passionate about getting to know each of my clients to develop a personalised strategy to meet their individual circumstances. I am based out of our South Perth WA office, and regularly have the opportunity to meet with our clients across Western Australia; from Kalgoorlie to Mandurah. To continue to add value and to ensure I am providing the most up to date information to my clients, I invest in professional development on an ongoing basis. I enjoy getting to know each of my clients over time; their hobbies, dreams for travel, family and career aspirations. I take pride in understanding how I can help them achieve their financial goals.
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1/23 Richardson Street, South Perth, WA, 6151
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Member of

Financial Planning Association of Australia

Speciality

  • Developing personalised strategies to meet individual client needs by working closely with them to assist them with their financial well-being.

Lisa Haley

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Lisa Haley
Unified Financial Services
Lisa Haley is a Senior Financial Adviser with over 11 years of experience at Unified Financial Services. Lisa is a Certified Financial PlannerTM (CFP), which is the highest qualification of the financial planning industry. Lisa's passion is coaching her clients to achieve financial freedom, she loves comprehensive plan writing and creating solutions for her clients. Lisa is also committed to financial literacy for the public, undertaking seminars and workshops for workplaces, hospitals and the general public. She has a passion for enabling people to gain general education prior to seeking personalised advice.
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Carlton Clocktower Complex Suite 21, 255 Drummond Street, CARLTON, VIC, 3053
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Member of

Financial Planning Association of Australia

Speciality

  • We work with clients to build their Financial Life Plan and show them what's really possible. We provide structure, methodology for financial decision making and holistic advice to create a higher certainty of our clients achieving their goals.

Marc McMahon

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Marc McMahon
Powers Wealth
Marc joined Powers in 2001 after 20 years with the Bank of NSW/Westpac, 12 of which were in the Biloela Branch. In 2004, he focused on providing financial and mortgage lending advice and became a director of Powers Investment & Finance Services. As an Authorised Representative of Professional Investment Services, he can help you achieve your best financial and investment outcomes.
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54 Callide St, Biloela, QLD, 4715
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75 High St, Rockhampton, QLD, 4701
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Member of

Financial Planning Association of Australia

Speciality

  • Marc's focus is on pre and post retirees ensuring they have plans in place to fund their retirement and then helping them in retirement get the best financial outcomes.

Debbie Hudson

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Debbie Hudson
Wealth Fusion
Debbie is the Director of Wealth Fusion that she set up in June 2012 from scratch as she wanted to have the ability look after her clients to the nth degree. As well as being an accomplished strategic Financial Adviser, with over 18 years experience within the financial services industry. She is the holder of an Advanced Diploma in Financial Planning, Fellow Chartered Practitioner (FChFP) plus many other related qualifications, and has performed the role of Adviser for the past 10 years. Debbie's experience in the industry, which also includes 6 years as Compliance Manager in the UK, has given her the advantage of being able to understand the needs of her clients, great communication skills and ultimately the provision of outstanding service. Debbie also possesses a detailed knowledge of the principals of 'Self-Managed Superannuation' funds, which provides for the foundation on which to build strategic advice she offers to clients, who range from Accumulators to Retirees. Everyone at Wealth Fusion prides themselves in excellent Customer Service skills, genuinely care about all clients and the provision of the best advice,
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Awards

  • SA Securitor Adviser of the Year 2014
  • SA Secuirtor Rising Star of The Year 2013
80 Marion Street, Unley, SA, 5061
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Member of

Association of Financial Advisers

Speciality

  • Financial Adviser

Dianne Chalk

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Dianne Chalk
Hillross Fairy Meadow
Dianne’s reputation is built on the outstanding level of service she provides to both personal and small business clients. Her expertise and knowledge sees Dianne as a regular speaker at many professional functions. Through her expert networking and ethical approach to clients financial affairs, she has established a high profile in the Illawarra region and is held in high regard by her clients. Dianne devotes many hours to her Pro bono work for cancer suffers referred by Cancer Council. When that time comes, you need to talk to an experienced professional who completely understands the emotional and financial aspects of aged care. Dianne has recently walked this track. Aided with this deep appreciation and knowledge, Dianne’s Specialist Aged Care Advice Service is unique…it provides comfort knowing that you have a professional to walk along side of you, at an emotional stage.
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Awards

  • 2010 Hillross Adviser of the Year
  • 2012 Finalist AFA Female Excellence in Advice
Fairy Meadow, Wollongong, NSW, 2519
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • When faced with aged care options, you need to talk to an experienced professional who completely understands the emotional and financial aspects of aged care. Not only the technical but having been through the 'process' I bring a depth of compassion that can only occur when you have walked the same path.

Jamie Luxton

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Jamie Luxton
Wealthwise
Jamie is the founder and CEO of Wealthwise and has been working in the financial services industry since 1986. He holds a Diploma of Financial Planning, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. He is also a member of SPAA, the Self Managed Super Fund Professional Association of Australia which is recognized as the peak body for professional advisers and the leading association within the SMSF industry in Australia, and is an accredited Specialist Adviser in this complex field. Jamie is proud of the fact that many clients who started with Wealthwise more than 25 years ago remain clients to this very day. Jamie has an abundance of knowledge and experience in all facets of financial planning gained over the years, providing advice to many individuals and business owner clients.
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Awards

  • Winner of WA Practice of the Year 2013
  • Winner of WA Practice of the Year 2014
  • National Quality Recognition Award 2013
436-438 Vincent Street West, , West Leederville, WA, 6007
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • SMSF Specialist Adviser™

Michael Cirson

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Michael Cirson
MBA Financial Strategists
I have been in the Financial Services Industry since 1976, having worked for CGA/Zurich Financial Services for 19 years in various administration and management roles. In 1996 I joined a financial planning practice in Sydney and commenced my financial planning career in 1998. In 2001 I returned to Adelaide to live and in 2003 became a partner in my own practice joining the team at MBA FS in 2013. With my partner Christine, we enjoy catching up with friends and family, good food and wine, spending time at the beach and planning - then implementing - our next holiday with our travel buddies! Every client I meet is different and we enjoy a privileged position in our clients' lives and I appreciate the trust we are handed. I like to feel that I make a difference to my clients' financial circumstances and that we are able to develop a long-term relationship with them. As you can see, I have been in the financial services industry my entire working life and one of the benefits of our industry is the range of people we meet - both clients and colleagues.
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Awards

  • 2017 AFA Awards Practice of the Year Finalist
  • 2017 finalist FPA Professional Practice of the Year Finalist
  • 2017 AMP FP State Region Winner
  • 2016 AMP FP Practice of the Year State Region Winner
  • 2015 FPA CFP Professional of the Year Finalist
77 King William Rd, Unley, SA, 5061
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Member of

Financial Planning Association of Australia

Speciality

  • Specialising in retirement planning, self-managed superannuation funds, insurance and Centrelink planning I enjoy building close and trustworthy relationships with many clients.

Nicholas Hart

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Nicholas Hart
Empire Financial Group
Finance has fascinated me from a young age. After completing university I quickly realised a career in financial planning was for me. In 2002 I was fortunate enough to join Legal and General, one of the UK's largest providers of financial services, working in their Insurance department initially before moving onto Pensions. It is during that time I met my wife to be and we decided that the best place to bring up a family was in Australia. We got married in 2005, packed our bags and migrated to Perth the following year. With my ties to the UK I spent the next 8 years working for a firm providing specialized advice to UK migrants. As the noughties drew to a close I looked to broaden my knowledge and abilities by commencing my Masters in Financial Planning. In 2014 I had the opportunity to join Empire Financial Group (EFG) who are at the forefront of strategic financial advice. At EFG the strategies for our clients are all different, there's no one size fits all. We financially model out all the possible options for your finances, taking into account your strengths, preferences and goals - to create a final strategy and projection that gives you the best possible outcome. I provide advice across a broad spectrum of areas across all industries, I am always happy to have a chat or even better, a meeting to see if you are closer to achieving your goals than you think.
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Awards

  • Securitor Adviser of the Year Finalist 2017
  • Securitor Practice of the Year Finalist 2017
  • Securitor WA Practice of the Year 2016
  • Securitor WA Rising Star of the Year 2016
Suite 5, Level 1, 22 Brown Street, East Perth, WA, 6004
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Member of

Financial Planning Association of Australia

Speciality

  • Providing strategy based financial advice to ensure our clients achieve their long and short term goals. Typical areas of advice can include the best use of cashflow, debt repayment, UK pensions, estate planning, insurance and investment.

Bryen Guy

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Bryen Guy
Carrington Financial Services SA
I have been working as a Financial Planner within my own business for over 20 years on a referral only basis. Fortunately over this time my clients have been comfortable in referring friends, family & associates for advice relating to Wealth Accumulation, pre & post retirement advice, personal Insurance protection & associated Financial Planning advice.
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Awards

  • 2001 Securitor SA Adviser of the year
  • 2004 Securitor SA Practice of the year
  • 2009 Securitor SA Practice of the year
  • 2010 Securitor SA Adviser of the year
  • 2013 Securitor SA Practice of the Year
  • 2014 Securitor SA Practice of the Year
  • 2016 Securitor SA Practice of the Year
1/83 Greenhill Road, Wayville, SA, 5035
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Member of

Financial Planning Association of Australia

Speciality

  • Providing holistic financial planning advice with a focus on pre-retirement strategies, including Investments, Superannuation, Insurance & maximising Centrelink entitlements.

Michal Bodi

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Michal Bodi
Sydney Financial Planning
Sydney based financial advice professional, financial coach and educator for people who seek simple and elegant lives. I have dedicated my professional career to closing the financial education gap in Australia. In search of the true value of financial advice (which is the equivalent of the ‘Holy Grail’ in the financial advice profession), I’ve realised two things: 1. When it comes to managing real financial outcomes for real people, the main focus of the adviser-client relationship needs to be something we can fully control. 2. We’re all human and we all get very subjective and emotional about money. We also get busy and distracted. Surrounded by constant financial noise and options, it’s extremely difficult (if not impossible) to manage our own ‘money behaviour’, act rationally and stay focused. It hit me almost immediately that the biggest value a financial advice professional can add to their client is not only understanding the rules, strategies and legislation (that part is a given). More importantly, if we want to make a fundamental difference to people’s lives, we also need to focus on something people can’t do on their own, something we can totally control and something that actually matters the most – their ‘money behaviour’. I enjoy working with individuals who find it somewhat difficult to have an open conversation about money and those who simply don't have time for it.
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Awards

  • Listed in FSPOWER50 - The 50 most influential social media people in finance
Suite 13, 201 New South Head Road, Edgecliff, NSW, 2027
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • My speciality is helping people to open up and have an honest conversation about where they are financially and why. Then inspiring them to get proactively involved in the process of planning of their lives by providing practical guidance and ongoing money coaching.

Peter Berresford

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Peter Berresford
MBA Financial Strategists
I first began working in Financial Services in London with Citibank in 2001. Since that time I have held various roles working back in Australia and joined the team at MBA FS in 2013. I enjoy taking time out on the weekends to spend with my family and friends. I also enjoy going to the football and locally I support Norwood in the SANFL. I consider it a privilege to help everyday Australians reach their desired goals and objectives. Taking complicated and stressful situations people can find themselves in and turning them into easy to execute, individually tailored strategies of wealth creation. Mostly importantly, putting my clients in control of their lives and their outcomes.
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Awards

  • 2017 AFA Awards Practice of the Year Finalist
  • 2017 finalist FPA Professional Practice of the Year Finalist
  • 2017 AMP FP State Region Winner
  • 2016 AMP FP Practice of the Year State Region Winner
77 King William Rd, Unley, SA, 5061
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Member of

Association of Financial Advisers

Speciality

  • Working closely with my clients to determine their goals and find the best financial planning strategies to ensure clients reach their goals as soon as possible through professional and personalised financial advice.

Natalie Goodall

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Natalie Goodall
Robina Financial Solutions
I joined the Financial Services industry in 2000 and quickly realised that Financial Advice was an area I really wanted to work in. I subsequently took on a paraplanning position while I completed my Advanced Diploma of Financial Services and then moved into an advising role. My main focus is working with pre-retirees and retirees and more recently I have specialised in advice for people entering aged care residences. My family and I made a "sea change" in 2005 and moved from Melbourne to the Gold Coast which we have been extremely happy with, though I still love getting back to Victoria see family and friends and to watch the mighty "Tigers" when I can. Initially working with Whittaker Macnaught, I furthered my studies in specialist accreditations in direct shares, Self Managed Superannuation Funds and Aged Care Advice. I joined Robina Financial Solutions in July 2013 as their Aged Care Specialist under RFS Aged Care. While still providing investment and structural advice to a growing number of wealth accumulators and retirees, Aged Care Advice has become my real passion. I specialise in helping residents structure assets prior to moving into aged care to minimise the impact on their Legacy. Decisions when entering aged care can be bewildering and costly. The right advice in this area can save them and their beneficiaries thousands of dollars as well as significantly improving the lifestyle of the new resident.
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Awards

  • PIS Practice of the Year
Level 10, 203 Robina Town Centre Drive, Robina, QLD, 4226
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Speciality

  • Financial Adviser

Daniel Musumeci

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Daniel Musumeci
Australian Financial Risk Management Pty Ltd
After starting my career in Accounting and Financial Planning, I made the decision to specialise in providing risk advice, back in 2006. I found the change in direction gave me an ideal mix of dealing with the analytical/technical side and the ability to work closely with people and form some great relationships. The nature of the job has us dealing with people at some really tough times in their lives and it is hard not to feel part of it. But it's at those moments, when you realise you've actually made a big difference in the life of someone else, that makes it all worthwhile. Outside of work, I have a beautiful wife and 2 gorgeous kids. I try and stay active in the gym and enjoy a range of sports, but still yet to master any....yet.
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Level 18, 321 Kent St, Sydney, NSW, 2000
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Member of

Association of Financial Advisers

Speciality

  • Providing tailored risk strategies to individuals and businesses, ensuring that their goals and outcomes are still achievable, even upon a serious health event.
Phone number 02 9274 2466 Website afrm.com.au
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John Hutchinson

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John Hutchinson
Announcer Financial Planning Pty Ltd
John Hutchinson is the Head of Announcer Queensland and one of the shareholders of the Announcer Group of Companies. John provides clients with tailored advice to achieve their personal and financial goals, advising in areas including wealth accumulation strategies, tax effective investment planning, and retirement planning. John believes that financial freedom means different things to different people whether it is opening up more choices, knowing that the family is protected, feeling on track for retirement, or just having peace of mind but ultimately taking control of your finances which will allow you to achieve your definition of financial freedom. His focus is to act as a project manager and walk with clients through this journey. Clarify what is truly important and this will help block out noise, and focus on the key goals, having the end goal in mind when developing a plan.
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Level 19, 141 Queen Street, Brisbane, QLD, 4000
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Member of

Association of Financial Advisers

Speciality

  • Providing a one stop shop service from Financial Planning to Mortgages, Tax, Property and Accounting, our unique service means not only do you have a dedicated Financial Adviser but an entire team of experts at your fingertips.

Heather Jensen

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Heather Jensen
Carrington Financial Services SA
Heather has been working in the financial services industry for 30 years starting as an Accountant working for Chartered Accounting firms and in the corporate world and then moving to Financial Planning over 15 years ago. Heather is committed to serving the best interests of her clients and focusing on helping them achieve their goals in both the short and long term. Heather is also a specialist in Self-Managed Super Funds. "To truly understand a client's needs, a planner needs to be able to stand in their shoes. The most satisfying part of my work is making all the pieces of the financial jigsaw puzzle fit and see my clients when they realise they can fulfil their dreams" says Heather. Outside of work, Heather is an active member of her local Surf Life Saving Club and enjoys gardening, reading, canoeing and keeping up with her husband and two daughters.
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Awards

  • Winner 2016 Securitor Practice of the Year SA
  • Semi-Finalist AFA Female Excellence in Advice Award 2015
  • Winner 2015 Securitor Rising Star SA Award
1/83 Greenhill Road, Wayville, SA, 5034
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Member of

Association of Financial Advisers
Institute of Chartered Accountants

Speciality

  • Providing holistic financial advice including budgeting, superannuation, insurance and investment advice to inspire clients to learn to make great lifestyle choices today and tomorrow.

Stephen Kostarelas

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Stephen Kostarelas
The Wealth Designers
Stephen Kostarelas is a Principal Wealth Adviser at TWD. Stephen works as a personal CFO for his clients helping them simplify their financial lives and delivering certainty around the issues and results which are individually important to them. He brings leadership, clarity and direction to all facets of their financial lives. Stephen specialises in self-managed superannuation funds and family trust structures. Stephen began his career as an accountant for a Perth-based boutique Chartered Accountancy firm where he advised large family groups on complex tax and accounting matters. He then headed to Sydney for seven years where he gained valuable experience working for a multinational Australian Listed Company with an annual turnover in excess of $10 billion. He was the Corporate Financial Controller and Commercial Manager overseeing $500 million in turnover and leading a team of over 20 finance staff. Stephen has over ten years’ wealth management consultant experience including working as a Chartered Accountant. He is married with two young children and lives in Perth.
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Level 3, 682 Murray Street, West Perth, WA, 6005
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Speciality

  • Financial Adviser

Scott Ungaro

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Scott Ungaro
Profile Financial Services
Starting from a young age, my parents did their best to instil their financial knowledge in me. For starters, they taught me that a credit card was a tool that provided flexibility and convenience but every month a bill would arrive that would need to be paid. With the responsibility of the card, I learned to budget and be smart with my expenses. Along the way, I also learned the importance of setting money aside for a rainy day and setting financial goals such as saving for a big holiday. I started working at Profile Financial Services in 2011 having worked in the Australian financial services industry since 2008. I hold a Masters in Personal Financial Planning, an Advanced Diploma and Diploma in Financial Planning and am a CFP®. At Profile, I combine my experiences and education to help my clients achieve financial freedom and personal goals through insurance, super, investment, and retirement strategies. Success to me is informing my clients that if they no longer wish to work, they don't have to. In my free time, I enjoy playing soccer, traveling overseas, and watching ice hockey. I look forward to meeting you and getting to know your story.
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Level 12, 44 Market Street, Sydney, NSW, 2000
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Level 9, 100 George Street, Parramatta, NSW, 2150
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Member of

Financial Planning Association of Australia

Speciality

  • Providing clients confidence with their finances by using strategies, insurances, superannuation and investments.

Christine Swanson

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Christine Swanson
Prominent Financial Services
Christine is the Senior Financial Adviser and Director of Prominent Financial Services; she started her career 27 years ago. She is passionate about improving the perception of financial advice within the community and helping more women step up into leadership roles; she attributes her success to creating great relationships built upon honesty and trust. Christine believes strongly in giving back, she continues to be involved in a number of mentoring programs and industry initiatives; her business is a Women Friendly Accredited business as she feels that it is vitally important that women seek financial advice to improve their financial future. Christine plays active roles within the community, she is an Ambassador for Cancer Council SA and had raised over $200,000 to help beat cancer, she is the State Chapter chair for Inspire – an AFA initiative to help women learn, plan and achieve. Christine plays active roles with many industry associations as she believes in being at the forefront in helping improve the industry, legislation and profession. In the work place, Christine works to reflect her own personal values of integrity and fair play. She allows her staff to make decisions and take responsibility for their actions, rather than referral and passing on responsibility within the group. It is encouraged that others manage their responsibilities, while taking and giving appropriate feedback along the way.
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Awards

  • 2010 National Speakers Meeting Partner of the Year Award
  • AFA 2012 Female Excellance in Advice Award Finalist
  • Securitor Adviser of the Year 2013
  • Money Management Industry Advocate Award 2013
  • Securitor Practice of the Year Finalist 2015
3 King William Road, Unley, SA, 5061
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Strategic Financial Advice including: Budgeting, Cashflow and Debt Reduction. Investments in Managed Funds and Direct Shares. Superannuation, Insurance and Aged Care Advice. Estate, Risk and Retirement Planning

Aaron Steer

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Aaron Steer
Statewide Wealth
As Principal Planner and Director of Statewide Wealth Group, I lead a team of dedicated financial planning professionals. I work closely with my clients to help identify their goals, plan strategies, ensure that recommendations are implemented and continually review their situation to ensure they meet their objectives and stay 'on track'. I have a strong focus on helping families, those seeking retirement advice and SMSF members. I hold an 'SMSF Specialist' designation. My ability to explain complex financial situations in easy to understand language helps build knowledge and trust with my clients and helps to maintain long term relationships.
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Suite 4B, 19 Lang Parade, Milton, Brisbane, QLD, 4064
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245 Gympie Road, Kedron, QLD, 4031
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191 Brisbane Road, Ipswich, QLD, 4305
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Working closely with my clients to help identify their financial objectives and needs, plan strategies, ensure that recommendations are implemented and continually reviewing their situation to ensure they meet their goals and stay 'on track'.

Peter O'Callaghan

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Peter O'Callaghan
MSI Taylor Wealth Management
Peter firmly believes in letting clients take ownership and accountability for the outcomes of their financial plans. ‘My clients rely on me to inform and educate them. They also depend on my help, support and encouragement as they make major decisions that will allow them to take control of their circumstances, realise their goals and secure the financial future of themselves and their families. As I get to know my clients, I also share their dreams’. In October 2014, Peter was privileged enough to receive the AFA National Excellence in Education Award. Established in 2008, this award recognises commitment and excellence in advice through participation in further education. Mentoring young advisors is one of his personal passions, and over the past 12 months he has been an active mentor in the AFA Mentoring program. ‘I take every opportunity to speak to groups of university students considering a career in financial planning, about the value of advice and my philosophy of objectives centric financial planning’. Outside of work, Peter is a Commissioned Officer in the Royal Australian Air Force Reserves. ‘One of my biggest passions is fighter jets, and I see any opportunity to go out there and play as a great stress reliever. I also enjoy spending time with my two boys, both of whom are keen AFL footballers’.
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Awards

  • AFA Adviser of the Year 2015 - Finalist
  • Queensland Winner and National Winner AFA Excellence in Education Award 2014
  • Astute Financial Planner of the Year in 2011
  • Financial Wisdom Practice of the Year State Award in 2012/2013
  • Finalist Financial Wisdom Practice of the Year State Award in 2014/2015
9 Sherwood Road, Toowong, QLD, 4066
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203 Robina Town Centre Drive, Robina Town Centre, QLD, 4230
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australia, Tax Practionioners Board Member

Speciality

  • My clients are my number one priority. I am their trusted adviser and someone they can rely on for the hard truths at times. My clients rely on me to educate them, inform them, support and encourage them and assist them to make major decisions that will allow them to take control of their dreams and secure the financial future of themselves and their families. I get to know my clients, I share their dreams; by truly being aware of what is core to your client is the key to providing the best personal advice.

Darren Johns

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Darren Johns
Align Financial
Darren has an active interest in many sports and with two young boys, you won't see him sitting idle. Between refereeing local football matches, teaching his boys to surf or lining up a birdie putt on the golf course, when he isn't working, Darren is 'on the go'. When the sun does go down he also has keen interest in cooking desserts (though doesn't publicly admit this). The work bit Darren is the founder of Align Financial, an independently owned financial planning business based on the Northern Beaches, and is one of Australia's only Financial Life Planners. Having spent more than 30,000 hours in the financial services industry, Darren's advice combines left-brain logic with right-brain understanding. He applies his expertise to each client, allowing them to spend their time doing the things that are important to them.
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Awards

  • AFA Adviser of the Year 2016
Suite 10, 12 Rickard Road, North Narrabeen, NSW, 2101
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Member of

Association of Financial Advisers
Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • As a sounding board, guide and resource. We give our clients peace of mind and the one thing money can't buy - time

Ben Hatcher

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Ben Hatcher
Tailor-Made Financial Services
After many years in finance, I wanted to work in an industry where I could really make a difference to people's lives and help clients to make smart decisions on how to build & protect their wealth and “to help clients Enjoy today by planning for Tomorrow”. In 2002 we founded Tailor-Made Financial Services with a strong desire to build a professional wealth management firm which listens to the clients' long term aspirations. We wanted to create a service that cares about what each client wants in life and then provide a professional approach in delivering tailored advice, one specifically based on the needs of that client. This became our Vision! My key areas of expertise include investment advice, retirement planning and Self-Managed Super Funds (SMSFs). My qualifications include a Bachelor of Business degree, Master of Applied Finance, Graduate Diploma in Financial Planning, Graduate Diploma in Applied Finance and Investment and I am a Certified Financial Planner®. I am an accredited SMSF Specialist Adviser (with SMSF Association). Based on advice given, in 2006 I was awarded by the Financial Planning Association the National and NSW State winner of the FPA Value of Advice award in the Retirement category as well as 2013 NSW Winner of FPA Best Practice Award. Outside the office, I like to play golf, go to the beach and try to keep up with my twin boys.
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Awards

  • 2004 TMFS awarded Best New Business in Milton-Ulladulla
  • 2005 Hillross Rising Star Award
  • 2006 NSW and National Winner of FPA Value of Advice Award for Post Retirement Planning
  • 2008 Winner of Rotary Milton-Ulladulla Professional Practice of the Year & Business of the Year
  • 2008 Winner of Rotary Milton-Ulladulla Professional Practice of the Year & Business of the Year
  • 2010 Hillross Achievement Award for Professional Excellence
  • 2013 NSW Finalist of FPA Certified Financial Planner Professional Best Practice Award
  • 2013 Hillross Service to the Community Award for participation in the AMP Cancer Council pro bono program
10/65 Princes Highway, MILTON, NSW, 2538
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8/11 Orient Street, BATEMANS BAY, NSW, 2536
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4 Walker Street, BOWRAL, NSW, 2576
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • My key areas of expertise include investment advice, retirement planning and Self-Managed Super Funds (SMSFs).

Glenn Sterrey

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Glenn Sterrey
Bentleys Wealth Partners
Glenn has been involved in the financial services industry for more than 30 years. Having had a successful career on the managed funds and distribution side of the industry he made the decision to move into providing professional advice to clients because he firmly believed he could provide a better more professional advice offering than most advisers he dealt with at the time. So in the year 2000 Glenn bought an Adelaide based advice business and over the next 13 years he (and his staff) grew this business into one of the most respected and well known businesses in South Australia. In late 2013 Glenn was approached to set up Bentleys Wealth Partners (BWP) which has by any industry standard seen unprecedented growth in both client numbers and total funds entrusted to their care. There are 5 core tenants to the advice BWP provide which differentiates this business from other advice businesses. Firstly to retain independence of ownership of BWP such that the advice provided is always in the clients best interest and non-conflicted. Secondly that “people don’t care how much you know, UNTIL they know how much you care”, and BWP care deeply about all their clients. Thirdly, BWP strive to give their clients education/information such that with BWP’s guidance they can make better informed decisions. Fourthly, BWP’s major role is to provide clients with clarity, direction and confidence around the advice provided to help meet their objectives. Finally that BWP have a unique and differentiating charging model that is more fee driven and not just a straight percentage of the assets managed. This fee is also capped and BWP know of no other firm that do so. Glenn holds a Diploma in Financial Planning from Deakin University, is a member of the Financial Planning Association and a CERTIFIED FINANCIAL PLANNER® practitioner (the highest professional designation in Australia and Internationally recognised).
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Awards

  • 2015 Securitor Adviser of the Year South Australia
  • 2012 David Tynan Award Adviser of Year (Business Development) - Tynan Mackenzie
Level 2, 139 Frome Street   , Adelaide, SA, 5000
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Member of

Financial Planning Association of Australia

Speciality

  • Glenn provides advice to high net worth private clients, family groups, Self-Managed Super Fund Trustees, Charities and membership organisations.

Andrew Hollow

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Andrew Hollow
AHS Financial
I have been involved in the financial services industry since 1992, establishing AHS Financial (previously TFG Financial) in July 2004. Prior to this I worked as a financial planner within a stockbroking firm and self-managed super organisation. AHS Financial won the Victoria/Tasmania Most Trusted Practice, Most Recommended Practice and most Trusted Adviser in 2015.  My drive is to ensure our clients make smart long term financial decisions, not influenced by the noise of the insatiable media of today. I am a Certified Financial Planner (CFP). My passions outside of work are coaching my daughter’s soccer team, playing golf and enjoying the company of family and friends.
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293 Royal Parade, Parkville, VIC, 3052
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Member of

Financial Planning Association of Australia

Speciality

  • Whether you are Gen Y, Gen X, Baby Boomer or well established retiree, Andrew provides a specialist framework to assist clients to make smart long term financial decisions for themselves and their families by cutting through the complexities of our financial system. Providing peace of mind for the young and old at heart.

Kylie Pryce

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Kylie Pryce
Invest Blue
Kylie embarked on her career in financial services with AMP in 1987 where she worked in various administration roles before moving across to work in a financial planning practice in 1997 as a Paraplanner. It wasn’t long before Kylie realised she wanted to work directly with clients and in 2000 moved into a Financial Planning role in a practice in Gladstone. Kylie ended up taking over the business and in 2008 merged her financial planning business into the Invest Blue group. Kylie made the decision to merge her business with Invest Blue as she values the support and client experience that Invest Blue provides to clients. Kylie is an active member of the local Midday Rotary Club that helps raise funds each year to help local charities as well as International projects. She has also been on the Management Committee for Gladstone Aquatic Therapy in the capacity of treasurer for the past 15 years. Kylie’s greatest achievements are becoming a mother and Completing a Masters of Financial Planning. Kylie enjoys keeping fit and cooking. Kylie is a Certified Financial Planner and her other qualifications include a Masters of Financial Planning, Diploma of Financial Services (Financial Planning) and she is also a Justice of the Peace.
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Suite 1, 174 Goondoon St, Gladstone, QLD, 4680
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Member of

Financial Planning Association of Australia
SMSF Professionals' Association of Australia Limited

Speciality

  • Transition to retirement strategies, Retirement strategies, DIY and Self-Managed Super Funds

Emma Oliver

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Emma Oliver
Complete Financial Planning
I started in the Financial Planning Industry at the age of 18, when I left school and became my father's Personal Assistant when he was the country Financial Planner for Challenge Financial Services for a couple of years. However, I found the travel bug and ended up living and working in Florida for 6 months and then after another stint at home, moved to London for 6 years. During this time Dad left the bank and went out on his own, so I started studying my Financial Diploma in my last year of London, so by the time I came home I started working in business as soon as I got home in early 2007. My sister Kathy was also working in the business as an Adviser and Dad told us we had 3 years to make him redundant! I spent a good 2 years working in the field with Dad, whilst finishing my Advanced Diploma. Going out to all appointments and meeting the country clients so that they would feel comfortable with the transition when Dad was ready to retire. In July 2010, Kathy and I bought into the business and Dad retired in July 2011. Since then we have been running and growing the business and changing to keep up with the legislation and technology. We have very strict processes and procedures in place within the work place as we find this is the most efficient and effective way to run a business. I have recently just had my first child and enjoying being able to have flexibility of the best of both worlds of being a Mum and an Adviser. I still love travelling and having clients all over WA and the east coast allows me to be able to travel and see clients at the same time.
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29 Spring Park Rd, Midland, WA, 6056
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Member of

Association of Financial Advisers

Speciality

  • Complete Financial Planning is family owned and run practice helping everyday, ordinary families and small businesses. Our mission is to provide a personal and professional service that will make a difference to people's lives.

David Jackson

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David Jackson
Rothgard Financial Partners
I am a Licensed Financial Adviser who in 2012 merged his own Practice with Rothgard Financial Partners in Fortitude Valley, Brisbane, Queensland. The foundation of my experience is a depth of knowledge created over 35 years in the superannuation, investment and insurance industry. Educating my clients by making complex issues simple is my passion. I have: - a Diploma of Financial Planning through Deakin University and I have received the designation Certified Financial Planner (CFP), the highest recognition in Financial Planning. - accreditation as a Self-Managed Superannuation Fund Specialist (SSA) to offer advice in the complex area of Self-Managed Superannuation. I hold a Graduate Certificate in Management from QUT in Marketing - membership of the Financial Planning Association (FPA) and the Superannuation Professional's Association of Australia (SMSF Assoc). Specialties: Advice that is focused on providing tailored solutions to meet your own personal financial goals and concerns. While you may have many pieces of your financial life in place: cash flow, super, investments, insurance and estate planning...are they all connected? Usually not, as they were developed by you at different times in your life. I can help you save time or save money by assessing where you are placed at present and refining your direction. I deal with numerous pre retires and retirees. In fact I would have 'retired' over 300 times with my clients, so I have a deep understanding of the issues and uncertainties confronting retirees. I also work in the complex area of Aged Care providing direction for the family on the options when a loved one needs 24/7 care. This is a very daunting time for them all and financial guidance is critical. Our firm operates on a fee for advice.
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Awards

  • Value of Advice - Winner 2012, Finalist 2016
20A Agnes St, Fortitude Valley, QLD, 4006
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australian

Speciality

  • One of David’s key strengths is his enthusiasm in helping people learn about their finances and underlying investment principles, thus assisting them to make sensible financial and investment decisions using that knowledge.

Trent Rose

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Trent Rose
Advice First Pty Ltd
I have been a licenced Financial Adviser since joining Advice First in 2007 and became a Partner in the firm in 2013. My formal studies (Business Degree majoring in Finance) and past experience (as a technical analyst, creating financial plans) have provided the ideal footings for my career as a Financial Adviser. I am accredited to provide advice to "sophisticated investors", a segment of the market that I am particularly passionate about working with, as I sit on a National Board that represents leading financial advice firms in building quality investment portfolios for clients. My primary advice responsibilities at Advice First are in the areas of: wealth management & investing, direct share portfolios and managed funds, self-managed superannuation funds, cash flow analysis and budgeting and tax planning. Professional satisfaction comes from building diversified investment portfolios that reduce risk and enhance returns and the ultimate reward and outcome of doing this is, portfolios that do well in bad times, not just the good times and unsolicited referrals from happy clients. I was born and bred on the Gold Coast, but like travelling around the country to service the many clients we have in all states of Australia. My wife (Elicia) and I are enjoying the learning curve associated with having a young family, and love spending the weekends with family and friends on the famous Gold Coast beaches. My qualifications include a Bachelor of Business (majoring in Finance and Marketing), Advanced Diploma of Financial Services, and membership of the Financial Planners Association of Australia.
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Level 2, 47 Watts Drive, Varsity Lakes, QLD, 4227
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Member of

Financial Planning Association of Australia

Raimon Lewandowski

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Raimon Lewandowski
MBA Financial Strategists
I started in the financial services industry with MBA FS in paraplanning and worked my way up to financial planning becoming a Director and equity partner in 2007. Since starting at MBA FS in 2002 we have grown the business significantly. Cycling is by far my favourite sport and I am a member of a cycling team that rides on a regular basis. Food and wine is another major interest and my wife Kerry and I pursue this area with a passion regularly exploring some of Adelaide's wonderful restaurants and cellar doors. Meeting people and building on-going relationships with my clients are some of the key enjoyable aspects of financial planning. I enjoy the satisfaction that I have done everything in my power to place my clients in the best position to build wealth. A particularly fulfilling moment is informing clients that yes, after following a careful plan they will have enough money to retire.
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Awards

  • 2017 AFA Awards Practice of the Year Finalist
  • 2017 finalist FPA Professional Practice of the Year Finalist
  • 2017 AMP FP State Region Winner
  • 2016 AMP FP Practice of the Year State Region Winner
  • 2008 AMP FP National Champion - multi-planner practice
  • 2007 AMP FP National Champion - multi-planner practice
77 King William Rd, Unley, SA, 5061
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Providing small business owners and pre-retirees with advice on self-managed superannuation involving complex issues, with a focus on empowering my clients to build and protect their wealth to ensure they have enough funds to live the lifestyle they want in retirement. Constantly striving to provide the best financial advice for my clients by understanding their individual needs.

Anthony Lyons

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Anthony Lyons
Invest Blue
After a career in senior management in Local Government, Anthony was motivated to help people with their finances which led to a move into financial planning in 2003. Anthony is a Certified Financial Planner and joined invest blue in 2005 and helped to establish the Brisbane office. In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours. Anthony also sits on the School Council of his youngest daughter's school. He is also trying to keep fit so he can join some friends on an overseas trek in 2016. Anthony's qualifications include a Bachelor of Business, Advanced Diploma of Financial Services (Financial Planning), Self-Managed Superannuation Funds Accreditation, Borrowing within Self-Managed Superannuation Funds Accreditation, Certificate IV in Mortgage Broking and is also a Justice of the Peace.
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23 Finchley Street, Milton, QLD, 4064
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Member of

Financial Planning Association of Australia
Finance Brokers Association of Australia

Speciality

  • Self Managed Super Funds, Wealth creation strategies, retirement strategies, risk management strategies

Drew Hickey

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Drew Hickey
Navwealth Financial Group
Drew Hickey started with Navwealth in 2011 as a Wealth Adviser. He has a Masters of Applied Finance and Investment and a Bachelor of Economics from the University of Sydney as well as a Diploma of Financial Services under his belt. Before joining the Navwealth team, Drew played professional rugby union in Australia, the UK and Japan. He has experienced firsthand, the complexities and opportunities associated with foreign income and investing in international markets. His strengths lie in his ability to really understand a person’s goals in life and incorporate that into their financial decisions. Drew credits his time playing rugby for his strong understanding of what it takes to succeed, “As an athlete, you set yourself measurable goals with a clear time frame to achieve them. You rely on a coach as the expert to help you get there. Being financially successful mirrors these exact same principals.”
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Awards

  • Benjermain Short Winner 2011
  • New Adviser of the Year (NSW) 2012
  • AMP Horizons Graduate Adviser of the Year 2014
Level 1, 154 Pacific Highway, St Leonards, NSW, 2065
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Member of

Financial Planning Association of Australia
SMSF Professional Association of Australia

Speciality

  • As a Certified Financial Planner - I provide my clients with direction, leadership and empowerment. I take a genuine interest in each client's specific personal situation and create a strategy to ensure they are in the best possible position to achieve their financial goals and objectives.  My clients value our relationship because it provides the control and confidence they need in their financial lives.

Gary Dean

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Gary Dean
Prosperity Wealth Advisers
Prior to joining Prosperity, Gary held senior financial planning roles with a Big 4 accounting firm and another national top tier accounting and financial advisory firm. His most recent role included management responsibility for the firm's Financial Planning Investment Review Committee and internal compliance standards. He has more than 13 years' experience working within the financial planning industry, with five of those as a Senior Planner.
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Awards

  • 2016 Hillross Adviser of the Year
  • 2016 Finalist Hillross Advisory Firm of the Year
  • 2015 Fast Growing Firm of the Year
Level 11, 309 Kent Street, Sydney, NSW, 2000
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Member of

Financial Planning Association of Australia

Speciality

  • I specialise in developing financial planning strategies for my business and high net worth clients. I works closely with clients to understand their financial position and then presents sound investment advice and strategies to meet their goals. I am driven to keep abreast of the most recent industry changes, investment developments, issues and trends. I am committed to providing the best advice and service for my clients so they can have financial flexibility and a greater understanding of their finances and investments

Dee Chan

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Dee Chan
Blueprint Wealth
I have worked with Blueprint Wealth as part of the financial advisory team since 2008. I bring a genuine passion for helping people to reach their financial and lifestyle goals. I enjoy working closely with each of my clients; this allows me to better understand their position. I have completed my Bachelor of Commerce, Self-Managed Super Fund certification and I am a Certified Financial Planner®. I endeavour to stay connected to the industry through ongoing education and do my utmost to share my knowledge of wealth management with each and every one of my clients.
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1/23 Richardson Street, South Perth, WA, 6151
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Member of

Financial Planning Association of Australia

Speciality

  • Working closely with my clients to ensure they are achieving their goals; planning for their retirement, reducing tax, taking a holiday or protecting their family.

Tanya Andersen

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Tanya Andersen
Advisory Group
I am a financial planner with Advisory Group having over 16 years' experience in the financial planning industry with over 11 of those as a financial planner. I started out in the industry in an administration based role, moving into personal assistant work and paraplanning before becoming a financial planner, a role that I have found fulfilling both professionally and personally. I love to see the difference that financial advice can make in a person's life, the achievement of goals and the positive impact that advice can have. I am married and am passionate about health and fitness in particular martial arts which I both train and instruct in.
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Awards

  • AFA Practice of the Year Award – Semi Finalist - 2016
  • AMPFP Practice of the Year Award – NSW / ACT Regional Winner – 2016
  • Advisory Group's 2015 Planner of the Year Award
2, 34-36 Bultje Street, Dubbo, NSW, 2830
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Speciality

  • Committed to helping clients achieve the lifestyle they want through holistic professional, personal financial advice and exceptional service.

Ross Vanderwolf

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Ross Vanderwolf
Rothgard Financial Partners
Ross has been an Adviser in the Financial Services industry since August 1981. His specialty is with full financial plan construction incorporating advice on wealth accumulation, superannuation, personal and business insurance as well as retirement planning. During Ross’ career he has completed numerous insurance and financial planning courses and is a Certified Financial Planner™ professional granted through the Financial Planning Association. Ross was AXA Financial Advice Network’s State Adviser of the Year in 2002 and 2007, in addition to AXA Financial Advice Network’s National Adviser of the Year in 2007. He has also been nominated twice for the Australian Financial Advisers Association Adviser of the Year award. He is a Top of the Table Member of the Million Dollar Round Table (MDRT), a global association for Financial Industry Professionals which has membership numbering 36,000 in eighty countries. Ross has a philosophy of giving back to the industry in whatever manner he can, and in this regard he has served on various industry association boards.
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Awards

  • AXA Financial Advice Network’s State Adviser of the Year in 2002 and 2007
20a Agnes Street, Fortitude Valley, QLD, 4006
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Financial Adviser

Craig Armstrong

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Craig Armstrong
Coral Coast Financial Planning Pty Ltd
I started Coral Coast Financial Services in 2001 with the idea that I would help people create wealth, as it turns out this was only one part of my destiny. Being termed a financial planner can be so limiting, it conjures up images of salesmen in suits sliding in an out of your life, cold and clinical, and is nothing at all like reality. What I have found on my journey to becoming a most trusted adviser is that I am and must be so much more than an investment adviser. To truly be able to help I need to partner in people’s lives, to understand and empathize and to invest some of myself. It is not just a business transaction it is a relationship of personal and financial success. I love what I do because I know I make a difference in the lives I touch and lives that touch me. I am a financial planner and I work for my friends.
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Awards

  • Hillross Advisory Firm of the Year 2016
  • Hillross The Financial Freedom Achievement Award 2016
  • Hillross Strategist Member 2016
207 Bunda Street, Carins, Qld, 4870
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27 Owen Street, Innisfail, Qld, 4860
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Member of

Financial Planning Association of Australia

Speciality

  • As a Certified Financial Planner professional, Craig holds the highest accreditation recognised globally. Craig’s role in Hillross Coral Coast, Cairns and Innisfail, is that of a Financial Planner and Managing Director. Craig provides strategic financial planning and business advice to clients, specialising in small business development and succession planning.

Chris Manthey

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Chris Manthey
TFC Financial
Chris spent a number of years in corporate accounting with BHP and then as the Chief Financial Officer for a very large privately owned Toowoomba based company before joining the financial services industry in July 2007. Chris' education and business experience enhances his ability to assist clients (particularly with complex business structures) understand their current financial position including their cashflow and where their financial position is vulnerable. This includes advice on how to protect income in event of an accident, sickness or a major illness. Chris encourages his clients to focus on how much income they will need to fund their lifestyle goals in retirement, and how to structure investments so that assets are held in the most efficient environment. Chris recently received an award as the Charter Financial Adviser of the Year for Queensland and is heavily involved in the Authorized Representatives Association as Lead on the Wealth Committee.
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Awards

  • Charter State Adviser of the Year 2016 - Queensland
123 Margaret Street, Toowoomba, QLD, 4350
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Member of

Financial Planning Association of Australia

Speciality

  • A generalist adviser focusing on problem solving. Chris has a particular interest in small business, given his academic qualifications and previous experience. Focusing on the goals of the client ensures that that results are rewarding for client and planner alike.

Warren Hanna

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Warren Hanna
JBS Financial Strategists
Warren Hanna (B. Bus. Fin. Plan) is a Senior SMSF Adviser for award winning firm JBS Financial Strategists, a boutique financial planning practice in Melbourne that specialises in SMSF and personal risk insurance. Warren has over 12 years of experience working with clients from all walks of life. He is passionate about the financial planning industry and the value that seeking advice can provide Australians. Warren is a member of the SMSF Association and the Association of Financial Advisers. Not only is Warren passionate about Financial Planning, he is a family man and a golf tragic.
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Level 7, 24 Albert Road, South Melbourne, VIC, 3205
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Member of

Association of Financial Advisers
SMSF Professional Association of Australia

Speciality

  • Specialising in Self Managed Super Funds (SMSFs), superannuation, retirement and estate planning, risk insurance and debt management, we aim to remove the stress and worry about your finances and allow you to concentrate on living and achieving your goals.

Aaron Kane

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Aaron Kane
EK Financial Group
When he is not at work Aaron enjoys working out at the gym and keeping active, playing golf with mates, snowboarding and spending time with his wife, daughter and son. Aaron has been a qualified financial planner with AMP Financial Planning since 2007. He has a Bachelor of Business (Financial Planning) with RMIT University and is a member of the Association of Financial Advisers. In 2008 Aaron also became an Accredited Mortgage Consultant with the Mortgage and Finance Association of Australia (MFAA) and holds a Diploma of Mortgage Broking. In 2008 as a 2nd year financial planner, Aaron was recognised by AMP and was awarded AMP's "New Planner of the Year Award" for Victoria. Also in 2013 Aaron was a national finalist in the Money Management "Young Achiever of the Year Award," this was open to all financial professionals under 35 years of age Australia wide. In 2017 Aaron was awarded AMP's "Financial Adviser of the Year" for Victoria/Tas and top 3 Nationally. Aaron has a broad range of expertise across a wide range of financial planning and mortgage broking areas, including superannuation, insurance, gearing and margin lending, self-managed super funds, home loans and finance. Aaron's passion lies with debt recycling, insurance and helping people purchase their dream home.
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Awards

  • Money Management Young Achiever of the Year Award (2013)
  • AMP Financial Adviser of the Year Vic/TAS (2017)
Shop G05, 1090 Wellington Road, Rowville, VIC, 3178
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Member of

AFA

Speciality

  • I love helping clients secure their dream home and then putting a plan in place for them to become debt free!

David French

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David French
Invest Blue
David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey. David specialises in the areas of retirement planning, self managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation. David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council. David is a certified Financial Planner and holds a Bachelor of Science, Diploma of Superannuation Management, Diploma of Financial Planning and Diploma of Mortgage Broking and is also a Justice of the Peace.
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4 Columbia Court, Baulkham Hills, NSW, 2153
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Member of

Financial Planning Association of Australia
Mortgage and Finance Association

Theo Holland

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Theo Holland
Invest Blue
Theo joined Invest Blue in September 2015 following two and half years as a Specialist Risk Adviser on the Central Coast of NSW. Prior to that he spent 5 years as a Financial Planner in the UK specialising in assisting medical professionals with all aspects of their finances. With his wide experience, Theo is passionate in supporting his clients and their families in making key financial decisions to ensure they live their best possible life and achieve their goals and dreams. When not at work Theo spends most of his time with his wife and 2 young daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a keen cricketer and fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance.
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Suite 1, Level 1, Erina Plaza, Erina, NSW, 2250
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Member of

Financial Planning Association of Australia

Speciality

  • We specialise in providing financial advice that enables clients and their families to live their best possible life. This encompasses superannuation, debt management, wealth protection and wealth creation strategies but the focus is always on the achievement of our client’s goals and dreams.

Anthony Pears

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Anthony Pears
Integra Financial Services
Anthony Pears has been providing great advice and service to our clients since 2001 with Integra Financial Services, a boutique financial advice business located in Parramatta, Sydney. Anthony can help put you in control of your life and provide you with the freedom to live the way you want. He spends a lot of time listening and understanding what is important to you and what concerns you in life. Anthony has the experience and knowledge to help you make informed decisions about your financial affairs to give you peace of mind. He will simplify complex matters and work with your other advisers such as your Accountant or Lawyer. This team based approach ensures you receive a great client experience. As your life changes and the world around you, Anthony can educate you about the opportunities available to help you achieve your goals. Our relationship is built on mutual respect, trust and open and honest communication, and we are committed to providing a professional, dependable and courteous service. Anthony and our team will always act in our clients best interest.
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Suite 4, Level 6, 91 Phillip Street, Parramatta, NSW, 2150
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Member of

Association of Financial Advisers
Financial Planning Association of Australia

Speciality

  • Working with clients who have financial complexity in their lives in such areas Superannuation (including Self Managed Superannuation), Aged Care, Investments, Estate Planning and Personal Insurance.

Andrew Harris

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Andrew Harris
MInerds Bell Consultancy Group
Andrew commenced in the Financial Planning Industry in August 1995 and has been an Authorised Representative of Charter Financial Planning in Adelaide since 1996. Andrew took over as Director of Minerds Bell in 2001 when his father, Clive Harris retired. Since Andrew took over the business, Minerds Bell has evolved into a highly professional boutique financial planning practice. The Prophecy Wealth Management business was purchased in December 2011 and we work closely with our partners at Moore Stephens Accountancy firm in both their Adelaide and Darwin offices to provide their clients with tailored business and personal financial planning advice. The practice currently employs 3 highly trained and experienced financial planners and 6 dedicated and friendly support staff. Andrew offers his clients his extensive experience in wealth creation, pre /post retirement planning and risk protection. He completed his Graduate Diploma of Financial Planning from Deakin University in 2002, and is a Certified Financial Planner as designated by the Financial Planning Association. Andrew is a Committee Member of the South Australian Chapter of the Financial Planning Association. Andrew Harris was recently announced as the winner of the 2016 Gerald Lippman Perpetual Trophy - this is AMP's Charter Financial Planning highest national financial planning award. On a personal note, Andrew has two children with his wife Tanya and loves to relax on the golf course when he gets the chance.
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Awards

  • 2016 Winner Gerald Lippman Perpetual Trophy National Award - Charter Financial Planning
  • 2015 Winner Charter Financial Planning SA "State Adviser of the Year"
  • 2014 Winner Charter Financial Planning SA/NT "Value of Advice Award"
  • 2011 Winner Financial Planning Associattion CFP Best Practice Award South Australia Chapter
  • 2009 Inaugural Winner of the AXA Financial Advice Networks "State Value Of Advice Award"
  • 2009 Winner of the AXA Financial Advice Networks "State Adviser of the Year"
79 Belair Road, Kingswood, SA, 5062
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Speciality

  • Andrew offers clients his extensive experience in wealth creation, pre and post retirement planning and risk protection. Andrew works with clients addressing areas such as budgeting, superannuation, insurance, debt and investment advice to more complex advice such as Self Managed Super Funds in order to help them achieve their short and long term financial goals