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Financial Advisors Australia
Financial advice is not something that financial advisors often give away for free. The financial industry has seen incredible growth over the last few years, with many financial planners and advisers branching out to offer their services to people looking for help in managing their money. It can be difficult to find a financial advisor you trust, so we’ve compiled a list of 7 financial advisors who are known for their honesty and integrity. Read on if you’re interested in knowing more about these financial professionals or want some guidance finding your own trustworthy financial advisor!
1. Michelle Flanagan – The Wealth Designers
| Key Services | Financial Advisor Australia |
| Website | https://www.twd.com.au/ |
| Address | Level 11, Suite 11.01, 60 Castlereagh Street, Sydney NSW 2000 |
| Phone | 08 6363 5300 |
| Operating Hours | 8:30am-5pm Monday to Friday |
Michelle has 20 years of expertise in the financial planning business and has earned the Certified Financial Planner designation. It is her vast experience working as a General Manager/Director of a financial advice firm and then transforming into a successful advisor that provides her with the thorough knowledge and skills she needs to assist her clients.
Key Differentiators:
- Certified Financial Planner® 2017
- Diploma of Financial Planning 2004
- Bachelor of Business (Accounting and Marketing) 1999
2. Simon Davis – VISIS Private Wealth
| Key Services | Financial Advisor Australia |
| Website | https://www.visis.com.au/ |
| Address | Level 35, Tower 1 Barangaroo Sydney NSW 2000 |
| Phone | (02) 8046 6872 |
| Operating Hours | 8:30am-4:30pm Monday to Friday |
Simon is a Certified Financial Planner with 20 years of expertise in providing strategic financial counsel to clients, successfully delivering tailored, practical, and intelligent solutions. Simon has worked in VISIS Private Wealth’s responsible officer position to ensure that the business’ ideals of a Privately Owned Practice are paramount. Simon focuses on developing methods to assist his clients in achieving their financial objectives, such as wealth creation and asset protection, structural advice, pre-retirement planning, and retirement planning.
Key Differentiators:
- Certified Financial Planner (CFP®) issued 27 November 2001
- Bachelor of Business
- Diploma of Financial Planning
3. Chris Morcom – Hewison Private Wealth
| Key Services | Financial Advisor Australia |
| Website | https://www.hewison.com.au/ |
| Address | Level 8, 417 St Kilda Road Melbourne VIC 3004 |
| Phone | (03) 8548 4800 |
| Operating Hours | 9am-5pm Monday to Friday |
Chris is a Director and Private Client Adviser at Hewison Private Wealth. Chris has the knowledge and dedication to help you build your financial future, with over 20 years of expertise at the firm. Chris is a financial planning specialist with extensive expertise in superannuation, SMSF, and investment markets, as well as financial management and estate planning.
Key Differentiators:
- Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®)
- Diploma of Financial Planning
- Awarded the Certified Practicing Accountant
4. Paul Kearney – Kearney Group Financial Services
| Key Services | Financial Advisor Australia |
| Website | https://kearneygroup.com.au/ |
| Address | Suit 8, 651 Victoria Street Abbotsford VIC 3067 |
| Phone | +61 3 9428 8822 |
| Operating Hours | 9am-5:30pm Monday to Wednesday |
The Kearney Group is a financial consultancy that was founded in 1986 by Paul Kearney. He is both a Certified Financial Planner and a Certified Practicing Accountant, having earned his Bachelor of Commerce from the University of Melbourne.
Key Differentiators:
- Bachelor of Commerce
- Director of renowned social enterprises, The Big Issue and Homes for Homes
- CFP® and CPA
5. Mark Milner – Tupicoffs
| Key Services | Financial Advisor Australia |
| Website | https://www.tupicoffs.com.au/ |
| Address | Level 9, 316 Adelaide Street Brisbane QLD 4000 |
| Phone | (07) 3221 3066 |
| Operating Hours | 8:30am-5pm Monday to Thursday, 8am-12pm Friday |
Mark focuses on assisting his clients in meeting their objectives leading up to and after retirement, as well as wealth accumulation and protection. After several years of owning and managing a successful client services firm, Mark joined Tupicoffs. Mark is a financial advisor with over 12 years of expertise giving comprehensive financial guidance to clients. He takes pleasure in offering exceptional service and professionalism.
Key Differentiators:
- Owner/Manager successful business (2007 – 2010)
- Senior Financial Planner Dixon Advisory & Superannuation Services (2004 – 2006)
- Financial Planning Manager NAB (2001 – 2004)
6. Yves Schoof – Affluence Private Wealth
| Key Services | Financial Advisor Australia |
| Website | https://affluenceprivate.com.au/ |
| Address | Shop 2, 424 Roberts Road Subiaco WA 6008 |
| Phone | 08 9381 2704 |
| Operating Hours | 8am-5pm Monday to Friday |
Yves is a Financial Advisor with considerable expertise and positive reputation. He specializes in working with surgeons, medical specialists, and dentists, as well as being Australia’s leading medical financial planning expert. Yves is dedicated to establishing long-term partnerships with his clients and assisting them in achieving their objectives. He takes pleasure in his extensive technical expertise, but he’s just as good at assisting clients with their financial habits.
Key Differentiators:
- Number 2 Financial Adviser in Australia (2013)
- One of the Top 10 Financial Advisers in Australia (2010 & 2012)
- National Dux award for FINSIA studies in Financial Planning (2008)
7. Steve Greatrex
| Key Services | Financial Advisor Australia |
| Website | https://wealthontrack.com.au/ |
| Address | Level 1 213 Greenhill Rd Eastwood SA 5063 |
| Phone | +61 8 8274 3744 |
| Operating Hours | 9am-5pm Monday to Friday |
Since 1987, Steve Greatrex has worked in the Financial Services industry and as a Financial Planner since 2002. He has a Bachelor of Commerce, Bachelor of Laws, and is a Master of Applied Finance. Wealth on Track is a registered company (AFSL 465168) founded by Steve, and it is therefore able to provide the widest range of assistance, including in ethical investing and loans.
Key Differentiators:
- Bachelor of Commerce, Bachelor of Laws and is a Master of Applied Finance
- Recognised as a Top 10 Financial Planner in Adelaide
- Also experienced in advising on ethical investing
Financial Advisors Australia
Australia is a financial hub with plenty of talented financial advisors. This article covered the 7 best financial advisors in Australia and their key differentiators that make them stand out from the crowd. You can use this information to find an advisor who will help you reach your financial goals. We hope we were able to provide some insight into how these financial experts can help you meet your objectives!
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