Need Financial Advice in Brisbane?
We have listed the 10 best Brisbane Financial Planners.
James is the first Financial Planner in Australia to win three prestigious awards in the same year including:
James has also previously been awarded the QLD winner in 2011 and 2012 for the Financial Planning Association Best Practice Awards (Certified Financial Planner category) and was recognised as one of the Top 50 advisers in Australia in 2012 by Wealth Professional magazine.
James competed against hundreds of financial planners from across Australia in the AFR Smart Investor Masterclass exam for financial planning in 2010 and most recently in 2013 and was awarded a Top-50 honour roll position on each occasion. In 2010, James qualified in the Top 10 nationwide and featured prominently in the February 2011 edition of the Australian Financial Review’s Smart Investor magazine.
James was also a national finalist in the 2009 Financial Planning Association Value of Advice Awards (Pre-retirement Planning Category).
James is well regarded for his uncompromising “client first” approach and has been a key-note speaker for the Griffith University Professional Degree in Financial Planning, the Sunsuper Adviser Professional Development program and the Financial Planning Associations National Congress and Young Professionals events.
James has more than 17 years experience working in various roles within the Banking and Finance sector. James decided to leave the corporate financial planning world in 2006 to pursue a role which would allow him to provide a more personalised service and a holistic approach to financial planning.
An unconflicted advice model and removal of commissions were major reasons for joining Tupicoffs.
James is a practitioner member of the Financial Planning Association (FPA) and the former Deputy Chair and Treasurer of the Brisbane Chapter of the FPA (2010 – 2012).
James holds a Bachelor of Commerce Degree in Financial Planning and Investments (Accounting major), and is a Certified Financial Planner™ (an internationally recognised standard and the Financial Planning Association’s highest professional designation). James has also completed specialist training to provide advice in relation to complex areas such as self-managed superannuation.
James provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, tax minimisation, pre-retirement and retirement planning, estate planning and risk protection.
Awards and Achievements
Level 9, 316 Adelaide Street Brisbane QLD 4000
Sally is a private client adviser in our Brisbane office. Prior to joining Shadforth, Sally was a financial adviser with Douglas Wenck, a boutique wealth management firm which merged with Shadforth in 2008.
Sally is highly experienced in providing personal advice on private wealth management, including cashflow management, asset structuring, debt management, wealth creation and wealth preservation strategies, self-managed superannuation funds, portfolio construction, Centrelink advice and estate planning.
Sally has been named in the top 50 financial advisers from around Australia for 2012 to be recognised in the AFR Smart Investor Masterclass for Financial Planning.
Sally holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation which is the highest qualification for financial advisers in the profession. Sally also holds a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and a Bachelor of Business (International Business) from Griffith University. Sally was the top graduate of her Bachelor of Business. Sally is trilingual and has assisted many migrants and refugees to develop an understanding of the Australian culture. Sally is married with one daughter. Outside of work, Sally enjoys golf, tennis and swimming.
“Sally approaches my finances with skill and overall competence that I value enormously. She is always readily available to answer my questions and responds to them quickly and fully. She always explains my financial matters to me in clear and easy language and gives me realistic future options to consider. I find her intelligence in dealing with my finances very reassuring – it is one of her great strengths.” Dr Frances Jenkins Ashgrove, Brisbane
Level 13, 240 Queen Street Brisbane QLD 4000
An Associate Director of the practice, Alan is a CERTIFIED FINANCIAL PLANNER® practitioner (the Financial Planning Association’s highest professional designation) and has completed the Diploma of Financial Planning through Deakin University and a Master of Commerce (Financial Planning) degree with Distinction through the University of Western Sydney.
Alan has been a financial planner since 1985, having previously worked at Prudential-Bache Securities (the world’s fourth largest stockbroker) and KPMG Financial Services (a division of the world’s then largest accounting firm) before joining Retirewell early in 1997. Prior to finding his niche as a financial planner, Alan was a financial journalist.
Alan is married with four adult children. He serves in the community as honorary president of the Family Council of Queensland. He enjoys occasional overseas travel with his family, following sports such as basketball and rugby league and spending time with his three grandchildren.
Details of professional milestones in Alan’s career:
Level 24, 141 Queen Street BRISBANE QLD 4000
Peter has 23 years’ experience in the financial services industry. Prior to joining Centric Wealth Brisbane, Peter spent five and a half years with Goldman Sachs JBWere, most recently as Queensland State Manager of Strategic Financial Planning.
Prior to this Peter was with AMP for twelve and a half years with extensive experience in superannuation, income stream and retirement planning, insurance and managerial responsibilities.
Peter has been involved in the leading financial services industry bodies, having served on the Queensland Regional Council of the Securities Institute (now FINSIA). He has also participated in the Financial Planning Associations Retirement Planning and Taxation Planning subject review committees.
In 2006 Peter published a research paper “Sudden Wealth and Financial Decisions”. Peter was named in the 2009, 2010 and 2011 AFR (Australian Financial Review) Smart Investor Masterclass for Financial Planning. This is a list of the Top 50 Certified Financial Planners in Australia according to technical competence.
Lvl 8, 120 Edward Street Brisbane QLD 4000
Grant is a senior financial consultant at Tynan Mackenzie. Grant has some of the highest qualifications for a financial adviser, and his academic skills have been recognised through numerous awards. Awards include Top DFP Graduate – 2002, Top 10 in the Smart Investor Masterclass in 2006, 2007 and 2009 (including No.1 placement in 2006), and a Dean’s Award from USQ in 2007 for maintaining a GPA above 6.5 in Masters of Business.
Grant says he most enjoys working with his clients to help clarify their financial needs and providing perspective to clients around markets, and taking out the “noise” from the highs and lows of markets. He is especially experienced in retirement planning and investment strategies.
Level 14 Commonwealth Bank Building 240 Queen Street Brisbane QLD 4000
|Olivia Maragna – Aspire Retire
Olivia Maragna is the Co-founder of Aspire Retire, a rapidly growing independent financial planning firm servicing Australia and New Zealand. Olivia has made a habit of breaking through barriers, recently being presented with a Hall of Fame Award for Business Achievement and the 2012 Australian Adviser of the Year. Olivia has been recognised as a driving force in the finance industry and has been named one of the top 10 most financial influencers in Australia, sharing the list with the likes of David Koch, Ross Greenwood, Alan Kohler and Mark Bouris. In a career punctuated with Australian ‘firsts’ and major business awards including the Queensland Telstra Young Business Woman of the Year, Queensland MYOB Small Business of the Year and the AFA Australian Female Excellence in Advice Award, Olivia has always been driven by the idea that if you want to be successful, “you have to go the extra mile for your clients.”
In recognition of her business achievements and for her community involvement, Olivia has recently been elected President of the Midas Business Chapter, chosen as one of eighteen of Australia’s most inspiring female leaders in the Leadership in Focus Forum and will be representing Australia in a Global Forum in Switzerland in late 2013.She is regularly called upon to speak across the country at various organisations such as Ernst and Young, SMSF Professionals’ Association of Australia, AMP, Centrelink, AFL Association, Zurich, Women’s Network Australia, Women in Technology, Professional Investment Services, Canegrowers and numerous other corporations. Olivia currently serves as a judge for the Telstra Business Awards and is the finance columnist for Brisbane Times.Olivia is a Certified Financial Planner (CFP), Chartered Accountant (CA), Self Managed Super Fund Specialist Adviser (SSA) and has a Bachelor of Business from QUT.Olivia actively pursues and connects with journalists to promote the good work of advisersand the industry and has a strong passion for educating consumers about money and finance.
Aspire Retire is privately owned, self licensed and does not have any alliances with big corporations. Operating independently and without commissions, Aspire Retire’s fee model is not linked to percentages or values of investment monies and instead charges agreed flat dollar fees based on the services their clients’ require.
Level 1, 167 Logan Road Woolloongabba Brisbane QLD 4000
Jacqueline thrives on helping those planning their retirement and retirees who are unfamiliar with the many financial issues relating to retirement and who need professional advice to help them navigate through the confusion.
Typically, Jacqueline’s clients are referred to her by existing clients or by accountants, lawyers and other professionals with whom she has a well developed network of trust. Her clients are usually retired or planning retirement and they have accumulated a reasonable nest egg. They want someone they can trust to inform them and guide them through the financial decisions they have to make.
Her clients have said:
Jacqueline builds a high level of trust in her long–term relationships with her clients through her patient approach, her genuine desire to help people and her financial planning expertise, in particular, her depth of knowledge of the Age Pension and Pension Bonus Scheme. Clients are often surprised and delighted to find that they can qualify for benefits as a result of Jacqueline’s work. Jacqueline makes a real difference because of her:
Jacqueline is the Managing Director of HN Financial Partners and she is a CERTIFIED FINANCIAL PLANNER® practitioner with a Bachelor of Commerce (Accounting) and the Diploma of Financial Planning.
Level 6, 79 Adelaide St Brisbane. QLD 4000.
CFP® B.Bus DipFP FFPA MAICD
Neil Kendall is an Authorised Representative and the Managing Director of Tupicoffs Pty Ltd
2002 to Current – Managing Director Tupicoffs Pty Ltd
Responsible Manager Tupicoffs Pty Ltd
Neil is responsible for the provision of advice under the Tupicoffs Pty Ltd licenses. As well as his role as responsible manager Neil has an active client base of financial planning clients. Neil specialises in providing advice to discerning wealthy families looking for independence and professional skill.
Neil’s expertise is widely recognised and he is regularly an expert witness in financial planning disputes.
Neil recruited and trained the winners of the national 2013 FPA Best Practice awards in both the CFP and AFP category. Tupicoffs are the only financial planning practice to have won both categories of the FPA Best Practice Awards.
2012 to Current – Managing Director Financial Rescue Australia Pty Ltd
Financial Rescue was established by Neil in 2012 to help the victims of rogue financial planners. Financial Rescue has recovered over $2 million for consumers to help repair the financial damage done by rogue planners. Neil was nominated for Australian of the Year for his work in Financial Rescue.
2010 to Current – Director Financial Planning Association of Australia
Neil is a practitioner elected director of the Financial Planning Association of Australia (FPA). The FPA is the largest professional body representing financial planners in Australia. Neil was elected as a director in 2010 and again in 2013. He has been heavily involved in raising standards and professionalising financial planning.
Previous Career Roles
1999 to 2002 General Manager MLC
1992 to 1999 Vice President Bankers Trust
Level 9, 316 Adelaide Street Brisbane QLD 4000
John Woodley is Founder and CEO of Fitzpatricks Brisbane and the Fitzpatricks Dealer Group Pty Ltd, a national dealer group providing solutions to advisers across the country. With over 20 years’ experience, John advises successful individuals and their families on how to protect, empower and assist with clarity of purpose in respect of their lives and wealth management. John is a Certified Financial Planner and a member of the Financial Planning Association.
As well as heading Fitzpatricks, John is actively involved as a board member on a number of charitable, community and corporate organisations. John’s passion is to share his knowledge so clients become financially aligned with their true intent; and to assist families to progress and transition their wealth and businesses, without difficulty, into future generations.
37a Kennigo Street Spring Hill QLD 4000
Daniel is a private client adviser in our Brisbane office. He enjoys working with clients to assist them in making smart financial decisions and has developed a niche with medical professionals.
Daniel’s career began in Sydney where he worked for BT Financial group and JP Morgan before relocating back to Brisbane to pursue a career in financial advice and wealth management. In 2006, Daniel joined boutique advisory firm, Douglas Wenck which merged with Shadforth Financial Group in 2008.
Daniel’s expertise has been recognised in 2011 and 2012 through the prestigious AFR Smart Investor Top 50 Masterclass award for financial planning.
Daniel holds a Bachelor of Commerce from the University of Queensland, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma of Financial Planning from the Securities Institute of Australia. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, the highest level of professional recognition for financial advisers in Australia. Daniel is also a member of the Financial Planning Association of Australia and a fellow of the Financial Services Institute of Australasia.
Daniel is married with three young children. When time permits, he has a passion for getting out on the water.
“Daniel provides a complete package for our financial future. We are treated as an individual client with our own special requirements. Daniel has a genuine interest in us and doesn’t just tell us what makes us happy — we discuss issues and come to mutual agreement to move forward. We have always received good advice and have complete trust and faith in him.”Raymond and Marjorie Perkins Wynnum, Brisbane
Level 13, 240 Queen Street Brisbane QLD 4000