Canberra Financial Planners

Need Financial Advice in Canberra?

We have listed the 10 best Canberra Financial Planners.

Rise Financial LogoRise Financial is one of the few truly independent financial planning business because we have absolutely no conflicts of interest, so you can rest assured that any advice provided is in your best interest only.

- We are not owned by any financial institution

- We do not receive any commissions, referral fees or gifts, to recommend any products or strategies to you

- We charge an agreed flat fee to provide our services to you

- Take control with Your Independent Financial Adviser

Contact us now using the link below to make an appointment for a Financial Check Up for $330.

www.risefinancial.com.au

Phil Thompson - Rise Financial CanberraPhil Thompson – Rise Financial

Phil has been a financial planner since 1996 and holds the following qualifications:

  • CERTIFIED FINANCIAL PLANNER® practitioner
  • Masters of Management
  • Bachelor of Commerce
  • Diploma of Financial Planning

Phil’s areas of expertise include:

  • Comprehensive personal financial planning advice and wealth management for salary and wages earners, retirees, Australian ex-pats living overseas and business owners.
  • Superannuation plan advice and establishment
  • Investment fund advice and establishment
  • Advice relating to the use of borrowed funds, and any necessary establishment
  • Personal insurance policy advice and establishment
  • Salary packaging advice
  • Budgeting and cashflow management advice
  • Advice relating to estate planning for individuals and business owners

Phil has been providing general advice to people since 2004 through a weekly column in the Canberra Times answering readers’ financial questions. Phil has been improving the financial literacy and understanding of many people by providing information on the financial planning industry through regular presentations to staff and members of schools, businesses, Government Departments and community groups.

Phil has been a long standing member of the Financial Planning Association and has been actively involved at a local ACT Chapter level, filling the role of Chairman from 2002 to 2007. Phil has also been honoured by the Commonwealth of Australia, receiving a Bravery Medal from the Governor-General on behalf of Her Majesty Queen Elizabeth The Second.

Office

25 Michell Street Monash ACT 2904

Contact – Phil Thompson

Scott Farmer - BraviumScott Farmer – Bravium

I’m the Managing Director of Bravium and have been providing professional financial advice to clients for over 10 years. I’m a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia (FPA).

I’m also an Accredited Estate Planning Strategist (AEPS) and have been recognised as a member of the Australian Financial Review’s Smart Investor Top 50 Masterclass for Financial Planning in 2007 and 2009, 2011 and 2012.

Office

4/32 Thesiger Court Deakin ACT 2600

Contact: Scott Farmer

 

Keith Jorgensen - Dixon AdvisoryKeith Jorgensen – Dixon Advisory

Keith’s primary role is to provide comprehensive strategic financial advice to a portfolio of clients tailored to their individual needs and goals.

Prior to joining Dixon Advisory, Keith had over 13 years experience in banking and finance, more than 8 years at State Super and 5 years with GIO Financial Planning. During his career, Keith has been significantly involved in superannuation and wealth accumulation strategies for a broad range of clients, including Federal and NSW State employees.  Keith is a CERTIFIED FINANCIAL PLANNER® practitioner.

Office

Level 1 73 Northbourne Avenue Canberra ACT 2601

Contact: Keith Jorgensen

 

Zuraida Ariffin - Zuraida Ariffn Wealth CreationZuraida Ariffin – Zuraida Ariffn Wealth Creation

  • CERTIFIED FINANCIAL PLANNER® practitioner
  • Diploma of Financial Planning from Deakin University
  • Master of Science, Australia National University
  • Bachelor of Science, University of Sussex – U.K.

I have over 20 years experience providing financial planning and investment advice to private clients.

I believe in sustaining strong client relationships. My unique approach involves financial coaching supported by monthly real-time reports so that you can compare your progress against the financial targets in your written plan. These targets align with your vision of your financial future.

We have helped many Australian families build their wealth. As testament to my professional conviction, I won the 2007 NSW/ACT winner of the Financial Planning Association’s Value of Advice Award in the Wealth Accumulation category for helping a young couple to grow their wealth by 26 fold over 10 years. Beyond the financial outcomes that are achieved, my clients value advice in terms of securing quality of life and being emotionally fulfilled.

I also provide financial education to the community by writing news articles and have contributed to financial magazines and newspaper advice columns. The purpose is to change people’s perspective on the importance of investing and planning to protect your future while enjoying the lifestyle you are used to.

Client Testimonial

“The greatest value we get by working with Zuraida Ariffin Wealth Creation is having a written strategic plan to help us achieve our goals. We have honed our attitudes on managing money and we have clarity on how to get what we desire financially and non-financially.

Zuraida has taken the load off our shoulders and made the ‘invisible’ visible for us – our progress is tracked in real time to give us the confidence that we are headed in the right direction.

Zuraida is well-qualified, experienced and trustworthy which is an important attribute for someone looking after our financial future.”

Lisa and Adrian, Canberra

Office

2/214 Endeavour House Captain Cook Crescent Manuka ACT 2603

Contact: Zuraida Ariffin

 

Craig Green - Green Associates Financial PlanningCraig Green – Green Associates 

Craig joined National Mutual in 1995 via the Mentored Adviser Program and was the youngest adviser in National Mutual to obtain the Comprehensive Adviser level and accreditation.

Since that time Craig has strived to increase operational efficiency throughout the growth stages, enhance the client experience and coach client’s throughout the various life stages.  Craig is a CERTIFIED FINANCIAL PLANNER® practitioner.

Office

Unit 3 / 10 Geils Court Deakin ACT 2600

Contact: Craig Green 

 

Grant Alleyn - King Financial ServicesGrant Alleyn – King Financial Services 

Grant is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®), a Certified Practicing Accountant (CPA) and has two post-graduate Diplomas in the Financial Planning disciplines.  For over 10 years prior to his current role Grant helped develop and managed the financial planning arm of the largest accounting firm in the Central West of NSW.

As previously the financial planning partner in an accounting firm, Grant brings a focused knowledge of accounting and tax issues, particularly self managed superannuation funds, to his current role.  Grant is strong in—and enjoys—superannuation and retirement matters, and appreciates the value in working with fellow professionals to solve complex client matters. 

Grant’s clients are typically professionals, executives or small business owners who appreciate having professional business relationships.  Grant is married to Simone, with three young children. Grant enjoys travel, all sports—particularly Rugby, and when time permits, a good book.

Office

Level 1, Engineering House 11 National Circuit, Barton  ACT 2600

Contact: Grant Alleyn 

 

Ron Parker - Parker Financial ServicesRon Parker – Parker Financial Services 

Ron holds a Bachelor of Management Studies and a Diploma in Financial Planning.  He established Parker Financial Services in 1992 and is the Chief Executive Officer.  Ron is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association. 

Ron has more than 25 years’ experience in the financial services industry, both in Australia and overseas.  This experience, together with his expertise in managing large investment portfolios, has given Ron the edge when it comes to providing his clients with high levels of technical and financial advice.

Ron has more than a passing fondness for a good red.  He also loves skiing, golf, rugby [although his loyalties are divided between the All Blacks and Wallabies] and tennis.  He also finds time to work in his vegetable garden and cook!

Office

Level 6, CML Building 17-21 University Avenue CANBERRA ACT 2600

Contact: Ron Parker 

 

Peter Hughes - Astute Financial PlanningPeter Hughes – Astute Financial Planning

Peter commenced his career in the financial services industry in 1972.  Over a period of 21 years he gained extensive experience with a leading fund manager, including managing a network of 220 Advisers, business planning and nine years in Senior Executive management.

Peter joined Godfrey Pembroke in 1993, and is one of three Principal Consultants supported by a team of professionals in the Canberra – Deakin Practice. Peter was presented with the “Consultant of the Year for 2001″ award for Godfrey Pembroke and in 2002 he was the first consultant within Godfrey Pembroke to become ‘Quality Advice Accredited’.

Acting with integrity, he adds value through delivering comprehensive financial and investment advice supported by ongoing client service.

In 2011, the Rotary Club of Canberra presented Peter with the “Rotarian of the Year” award in recognition of his considerable efforts in the development of “Our Place – Live, Learn and Achieve”, a new ACT Youth Integrated Education and Accommodation Service for young homeless people committed to following a pathway to successful self sustainability. Peter is also a member of the board of the Foyer Foundation in Australia.

Office

Level 1, ALIA House 9-11 Napier Close Deakin ACT 2600

Contact: Peter Hughes 

 

John Kiley - JSK Wealth Solutions John Kiley – JSK Wealth Solutions 

John has well over a decade’s experience as a financial adviser. Companies such as Bovis Lend Lease and Macquarie Bank have utilised John’s wealth of experience and knowledge of the financial services industry.

As a Certified Financial Planner and a strict ongoing training program, John is a technical expert in all matters in the financial planning field, specialising in wealth creation.  John holds a Bachelor of Commerce, Diploma of Financial Planning as is also a CERTIFIED FINANCIAL PLANNER® practitioner.

John is committed to not only providing the most effective wealth creation strategies, but also to provide regular assessments and reviews with clients to ensure outcomes are realised over the long term. We are a specialist service organisation. 

Office

Unit 111, Proximity 1 Braybrooke Street (corner Battye Street) Bruce  ACT  2617

Contact: John Kiley 

 

Dominic Kelly - Empire Financial PlanningDominic Kelly – Empire Financial Planning 

Dominic is Managing Director of Empire Financial Planning.

Background

Dominic has been in the financial services industry since 1989 and has been providing financial planning advice to clients since 1996.

Education

Dominic holds the following qualifications/Professional Memberships:

  • Master in Business
  • CERTIFIED FINANCIAL PLANNER® practitioner
  • Affiliate of the Australian Institute of Insurance
  • Bachelor of Applied Science (Mathematics)
  • Bachelor of Theology
  • Member of the Financial Planning Association

Goals

Dominic strives to make Empire Financial Planning unique in the way it views its clients – approaching their financial situation with a holistic attitude – it’s money management coupled with life goals and pursuits.

Dominic enables clients to see the potential in their earnings to give them the future and lifestyle they seek.  Providing the best possible advice and outcomes is paramount to Dominic in his role as Managing Director.

Office

“Empire on the Park” 7/9 Fitzroy Street Forrest ACT 2604

Contact: Dominic Kelly