Darwin Financial Planners

Need Financial Advice in Darwin?

We have listed the 10 best Darwin Financial Planners.

Lesley Faehse - RBS Morgans DarwinLesley Faehse – RBS Morgans Darwin

Lesley is a Chartered Accountant who has specialised in financial planning since 1995. She has a Graduate Diploma in Accounting and is a CERTIFIED FINANCIAL PLANNER® practitioner with the FPA. Lesley’s main area of expertise is in Self Managed Superannuation, but she is also experienced in retirement planning as well as long term planning for tax efficiency and financial security.  Lesley is a Director of NT Capital Pty Ltd, which is the entity that manages the office of RBS Morgans Limited in Darwin. Lesley is remunerated by way of commission and profit share.

Investment Style Lesley likes to develop the optimum planning strategy to suit each individual client depending on their personal circumstances, risk profile and financial goals. This takes time and care and requires the depth of technical knowledge and experience that Lesley has gained in both her accounting and financial planning careers.  

Professional Associations

  • Institute Chartered Accountants
  • Financial Planning Association (FPA)
  • Self Managed Super Funds Professional’s Association of Australia (SPAA)
  • Tax Payers Association of Australia

Office

Level 2, 36 Mitchell Street, Darwin NT 0800

Contact: Lesley Faehse

 

Alex Brown - All Financial ServicesAlex Brown – All Financial Services

Alex has been in the financial planning industry since 1987 when he started his career as a Life and General Agent with AMP. In 1990 Alex began working for AXA Australia (formerly National Mutual) where he performed many marketing and management roles, including General Agency Manager for the Northern Territory. Alex then merged his business to become part of the All Financial Services group where he has been able to further develop skills and qualifications.

Qualifications:

  • Diploma of Financial Planning – Feb 2002
  • Certified Financial Planner – Feb 2002
  • Self Managed Super Fund Specialist Advisor accredited via SMSF Professionals’ Association of Australia – Feb 2006

Professional Memberships:

  • Alex is a CERTIFIED FINANCIAL PLANNER® practitioner of the Financial Planning Association of Australia, the highest designation in our profession.
  • Member of the Self Managed Super Fund Professinals’ Association of Australia (SPAA)
  • Fellow member of the Tax Institue of Australia (TIA)

Office

NAB House Ground Floor Suite 4, 71 Smith Street Darwin NT 0800

Contact: Alex Brown

 

Andrew Moo - Darwin Financial ServicesAndrew Moo – Darwin Financial Services

Andrew has over 20 years of experience in the financial planning industry, commencing employment with AMP in 1984. He was admitted as a CERTIFIED FINANCIAL PLANNER® practitioner in February 2001. Andrew has close ties with the Northern Territory, having been born and raised in Darwin. He lives in Darwin with his wife Jo-Anne and two daughters.

 Qualifications

  • Diploma of Financial Planning (DipFP)
  • CERTIFIED FINANCIAL PLANNER® practitioner

Memberships & Associations

  • Member of The Financial Planning Association of Australia (FPA)

Office

Suite 12, Level 1, Stuart Park Shops 5 Westralia Street Stuart Park NT 0820

Contact: Andrew Moo

 

Brendan Atkins - Halpin Financial ServicesBrendan Atkins – Halpin Financial Services

Located in the Darwin CBD, Brendan has been providing financial advice to hundreds of professional business owners, retirees and high net worth individuals, on wealth creation and protection, for almost 25 years.

Brendan commenced his career as a general and life insurance agent in 1987. He was subsequently invited to join an independent, general insurance brokerage as a partner, to provide personal risk and financial planning advice. Brendan now specializes in more complex personal wealth creation and business succession strategies.

An avid sailor and Offshore Yacht Master, with a passion for offshore racing, he spends much of his spare time cruising and racing yachts locally and internationally. He is also very active as a volunteer in local sailing, particularly the Darwin Sailing Club management, as well as other sailing organisations.

Brendan is active within several charitable organizations, particularly, HPA Disability Services, as a board member.

He also enjoys scuba diving, camping, bush walking and mountaineering and has travelled many times in pursuit of these pastimes.

Qualifications

  • Diploma of Financial Planning (DipFP)
  • CERTIFIED FINANCIAL PLANNER® Designation

Office

84 Smith Street Darwin NT 0800

Contact: Brendan Atkins

 

JJohn Fisher - John Fisher Financial Servicesohn Fisher – John Fisher Financial Services 

John been involved in the financial planning industry since 1986, John Fisher (CFP, Dip FP, F Fin) has nearly 40 years experience in banking and finance and is a CERTIFIED FINANCIAL PLANNER® practitioner.

Previously, John headed the Financial Planning section for ANZ in SA & NT, and later Horwath SA&NT, before establishing John Fisher Financial Services.`

Office

Suite 23a, Stuart Park Shopping Village 90 Frances Bay Drive Stuart Park NT 0820

Contact: John Fisher