Melbourne Financial Planners

Need Financial Advice in Melbourne?

We have listed the 10 best Melbourne Financial Planners.

Flinders Wealth Logo

Making smart choices with your money - Flinders Wealth works with financially successful clients who are interested in getting their finances into shape, making wise decisions with their money and achieving financial independence.

To find out more visit http://www.flinderswealth.com.au/

 

Michael Abrahamsson - Flinders WealthMichael Abrahamsson – Flinders Wealth

Michael is a founding partner at Flinders Wealth, an independently owned Financial Planning practice located in Melbourne and the Mornington Peninsula.  He has been helping aspirational and financially successful clients make smart choices with their money for over a decade.  By working closely with his clients, Michael builds tailored financial roadmaps, implements expert strategies and ensures their plans remain on track.  As a result, clients have confidence to focus their time on other things that are more important to them.

Michael has attained CERTIFIED FINANCIAL PLANNER® status and holds a Bachelor of Business & Commerce, Graduate Diploma of Applied Finance (Financial Planning) and Graduate Certificate of Financial Planning.  He is a member of the Financial Planning Association of Australia (FPA), the CFP® Program Education Advisory Committee and is an assessor for CFP® Applied Strategies masters level subject.

Michael has a wealth of experience providing the following:

  • Retirement Planning
  • Investment Advice
  • Superannuation strategies including Self-Managed Super Funds (SMSF)
  • Life Insurance and Income Protection
  • Taxation Strategies and Estate Planning

Client Testimonial

“I have the utmost regard for his professional services and the very thorough process put in place to ensure that he fully understands a clients’ current financial position, future wealth aspirations and risk profile. His advice following this assessment is not only comprehensive, but, is also presented to the client in an informative document for due consideration.  Michael has always provided me with sound and sincere financial advice and I value highly his judgement in these matters. His veracity and integrity is without question and I would not hesitate, if asked, to recommend his services to others.” Robert Redman, Melbourne VICTORIA

Office

18 Drummond Street, Carlton VIC 3053

Contact: Michael Abrahamsson

 
Corey Wastle -Verse Wealth

Verse Wealth

Corey Wastle – Verse Wealth

I’m a CERTIFIED FINANCIAL PLANNER® and co-founder at Verse Wealth, a fast-growing advice firm that’s helping create a new era in financial advice.

At Verse, we pride ourselves on providing what we call ‘great advice’. It’s personalised, purposeful and delivers outcomes based on the things that really matter. For everyone what matters most differs but it’s almost always a combination of achieving goals, having experiences, overcoming money stresses, leaving a legacy and improving lifestyle by creating more time, freedom and choice.

As part of our comprehensive approach, we work with a range of professionals including accountants, mortgage brokers, lawyers and buyers advocates. We believe that a totally collaborative approach that relies on a team of professionals working together is the only way to ensure we seize every opportunity to help you maximise progress and attain the outcomes you’re after.

At Verse we believe in ‘total transparency’. We operate on a fee only basis. We do not take commissions, kickbacks or referral fees, ever. Fees are based on the complexity of your financial situation and our advice – not on how much money you have.

I’m a Certified Financial Planner with the Financial Planning Association and a Specialist Self-Managed Super Fund Advisor with the SMSF Association of Australia. I have both a Bachelor of Business and Commerce as well as a Bachelor of Communication with Monash University. I am a member of the Financial planning Association (FPA), Association of Financial Advisers (AFA) and the Self-Managed Super Fund Association of Australia.

Client Testimonials

  • “I have been working with Corey for ~4 years and in that time, have found him to be a consummate professional. Through his advice and discussions, I have come to realise that I’m in a pretty good financial situation – this prompted my wife and I to retire last year with a sense of assurance about how our financial state will continue to support our future aspirations. Corey has well and truly earned my trust. Unlike all the other advisers I have dealt with, he clearly enunciates his philosophies, goals and what he intends to do within the financial advice industry. He’s knowledgeable, honest, reliable, willing to listen and, most importantly, follows up on the details of our discussions. ” I. Madsen
  • “It’s rare to find people creating business’s that are truly structured around helping individuals achieve more in life. Corey’s listens, cares, digs deeper and gets to the root of what I want to achieve and why it’s so important. The excitement and effort he’s put into me and my goals is what makes him different. Since engaging Corey, my financial situation has improved significantly. I’ve gone from not having much idea of my financial situation to a person who has clear and meaningful financial goals. As a direct result of his advice and guidance I’ve cleared my debts, reduced my expenses, booked a Japan ski trip and am now saving for my first home faster than ever before. ” N. Loutit
  • “Being in financial difficulty and having no previous experience with financial matters I was anxious and confused by products and people offering advice. Corey has proven to be an incredibly ethical, hardworking person who within a short period of time has me established with a future plan and a sustainable method of achieving my goals. He has absorbed what I needed and followed through in an unobtrusive yet thorough manner ensuring I am at no time confused or anxious about my financial situation.” A. Manning

Super changes from Verse Wealth on Vimeo.

Office

Level 10, Tower 4 World Trade Centre, 611 Flinders Street Melbourne VIC 3005

Contact Corey Wastle

Click the below link to book time to chat with Corey.

https://calendly.com/coreywastle/bookaphonecall

 

Chris Morcom - Hewison Private WealthChris Morcom – Hewison Private Wealth 

Chris is a Private Client Adviser having joined the company in 1997. Chris is also an equity partner and Director of Hewison Private Wealth. Apart from his client advisory and management role, Chris is responsible for the company’s continuing professional development program and is a member of the Company’s Board of Management. Chris has completed the Bachelor of Business degree and the Diploma of Financial planning. He has also awarded the Certified Practicing Accountant (Financial Planning Specialist) and the internationally recognised CERTIFIED FINANCIAL PLANNER® designation having completed the respective study programs.

Chris has considerable experience and expertise in all facets of financial strategy planning, investment markets, superannuation and financial management. Chris was named one of the top 10 advisers in Australia, in the 2012 Australian Financial Review (AFR) Smart Investors Masterclass.

Office

Level 8, 417 St Kilda Road Melbourne VIC 3004

Contact: Chris Morcom

 

Wade Ritchie - Shadforth Financial GroupWade Ritchie – Shadforth Financial Group 

Wade Ritchie is a private client adviser with Shadforth. He has been providing financial planning advice since 2002 and moved to Melbourne in 2005 from Mackay, Queensland. Wade is a CERTIFIED FINANCIAL PLANNER® practitioner which is the highest qualification in the financial planning profession. He also holds the LRS® Life Risk Specialist designation, a Master of Personal Financial Planning, a Diploma of Financial Planning and, a Bachelor of Engineering (Mechanical) with first class honours.

Wade has been named the top ranked adviser in Australia for 2012 in the prestigious AFR Smart Investor Top 50 Masterclass for Financial Planning. Wade was also named in the AFR Smart Investor Masterclass for Financial Planning in 2008 and 2010. His other achievements include a university medal for academic results in his Bachelor of Engineering and becoming a justice of the peace.

Wade experiences great personal satisfaction from assisting clients to achieve what is important to them through the implementation of quality advice and the clear and precise communication of complicated topics. 

He specialises in the development of strategic comprehensive advice to executives and professionals in the areas of superannuation, taxation, wealth management, insurance, executive remuneration and retirement planning.

Client Endorsements

“Wade’s expertise and knowledge of financial markets is first class which makes us very comfortable with his recommendations to help us realise our financial objectives.” Iljac and Joan Aljitovic, Altona Victoria

“Wade Ritchie helps us realise our financial objectives by giving us precise advice at our regular meetings. He is always there to explain situations that may arise from time to time regarding our finances. We have extreme confidence in his assessments.” Barry and Maureen Lake, Donvale Victoria

Wade has worked closely with us over the last few years to ensure we are on track to being financially secure in our retirement. Being in our mid 30s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our young family.” Kristine Galea, Hillside Victoria

Office

Level 21, HWT Tower 40 City Road Southbank VIC 3006

Contact: Wade Ritchie 

 

Trent Alexander - Financial Planning ExpertTrent Alexander – Financial Planning Expert

Trent is one of the few independent financial planners in Australia and is the founder and director of Financial Planning Expert Pty Ltd. Trent is not affiliated with any financial institutions and prides himself on providing independent advice that is free of bias and influence.

Trent is a CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA) and also holds SMSF Specialist Advisor certification with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA).

Trent specialises in Self-Managed Superannuation Funds (SMSF’s), Estate Planning, Tax Strategies, Life Insurance, Retirement Planning and Investing. 

Trent is recognised as a financial advice expert and is regularly quoted in the media and has appeared on Today Tonight on Channel 7.

Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. He is also completing a Master in Commerce (Financial Planning) and a Diploma of Share Trading and Investment.

Office

242 Hawthorn Road Caulfield VIC 3161 and 29 Winona Road Mount Eliza VIC 3930

Contact: Trent Alexander

Paul Kearney – Kearney Group Financial Services

Founder & CEO

B. Commerce (Melbourne), CPA, CFP®

Paul Kearney is the founder and CEO of the award-winning Kearney Group, which has been providing holistic financial services since 1986.  Paul holds a Bachelor of Commerce from the University of Melbourne, and is both a Certified Financial Planner and Certified Practicing Accountant.

Under his leadership, the Kearney Group has been widely recognised for its commitment to professional excellence, client service and innovation in business. Most notable are the firm’s National Practice of the Year titles in 2014 and 2011, and its Victorian awards in 2008, 2010, 2012 and 2015. Paul was named Adviser of the Year in 2010 and the Financial Planning Association’s Best Practice Awards runner-up in 2013.

Paul currently sits on Securitor Financial Group’s National Advisory Committee.

He is a Director of renowned social enterprises, The Big Issue and Homes for Homes. Paul also extends pro-bono services to the non-profit women’s health organisation Ovarian Cancer Australia.

Office

Suit 8, 651 Victoria Street Abbotsford VIC 3067

Contact: Paul Kearney

Paul Morgan - Paul Morgan Financial PlanningPaul Moran – Paul Moran Financial Planning

Paul Moran is an Authorised Representative of Guardian Financial Planning  and a CERTIFIED FINANCIAL PLANNER® practitioner.

Paul has been involved in Financial Planning for 17 years, and has held roles as State Training Manager and Regional Manager with a major Bank and Executive Manager with a large public sector super fund.

He is authorised to provide you with advice in the following areas:

  • Credit Assistance (excluding broking services)
  • Deposit and Payment Products
  • Derivatives
  • Life products
  • Debentures, stocks or bonds issued or proposed to be issued by government
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Securities
  • Standard Margin Lending Facility
  • Superannuation

Paul is also authorised to advise regarding:

  • Hedge Funds
  • Gearing / margin Lending strategies
  • Direct Securities listed on ASX200
  • Self Managed Superannuation Funds

Paul specialises in the following areas:

  • Superannuation and Retirement Planning
  • Pensions
  • Self Managed and Superannuation Funds
  • State Government Superannuation Schemes

Paul commenced his private financial practice in 2001, and actively seeks out low cost, efficient investment structures for his clients. He offers to review his financial planning clients at least twice per year, and is pro-active in his advice. Paul is committed to public education and regularly presents at public seminars. He is a senior lecturer with FINSIA and received the Practitioner Award in 2003. He is regularly quoted in the Financial Review, Melbourne Age and Sydney Morning Herald as well as a number of lifestyle magazines.

Office

767a Nicholson Street Carlton North VIC 3054

Contact: Paul Moran

 

David Graham - McPhail & PartnersDavid Graham – McPhail & Partners 

David has been involved in financial markets since 1979. As a Foreign Exchange Dealer, he was intimately involved in Global Financial Markets for almost 15 years, including expatriate postings to New York and Singapore. A Financial Planner since 2002, David holds a Diploma of Financial Advising (National Dux 2003), a Graduate Diploma of Financial Planning and a Master of Applied Finance (Investment Management).

David is a Certified Investment Management Analyst®, a Certified Financial Planner® and a Self-Managed Super Fund Specialist Adviser (SSA™). David was included in the AFR/Smart Investor Masterclass Top 50 Financial Planners in 2010 and 2012.

Office

38 Ellingworth Parade, Box Hill VIC 3128

Contact: David Graham 

 

Jeff Wain - APW Partners MelbourneJeff Wain – APW Partners

Executive Director & Principal Adviser Jeff is an Executive Director and Principal Adviser of APW Partners and enjoys working with clients to help them manage and simplify their financial complexities. Jeff holds academic qualifications in economics, accounting, tax law, superannuation and financial planning.  He was recognised as one of the top 50 financial advisers in Australia by the prestigious AFR Master class for five consecutive years from 2002 – 2006 and is an accredited SMSF Specialist Adviser (SSA). With a passion and fascination for the interplay of financial markets and government tax  and retirement policies, Jeff has also written extensively for print media on financial matters and is an avid reader. Jeff’s knowledge and expertise has been acquired over many years. His experience is particularly relevant to affluent families and individuals who seek comprehensive and structured wealth management advice that integrates with their lifestyle goals and objectives. Jeff attained CFP status in 2000 and has been a member of CPA Australia and the Taxation Institute for over 25 years. Jeff is married to Ann with two adult children. Jeff enjoys snow skiing in winter and maintaining fitness throughout the year.

Office

The Como Centre, Suite 9, Level 3 299 Toorak Road South Yarra VIC 3141

Contact: Jeff Wain

 

Thabojan Rasiah - Shadforth Financial GroupThabojan Rasiah – Shadforth Financial Group

Thabojan is an experienced financial adviser. Having worked in the financial planning industry for over 10 years, he was recently recognised as being one of the Top 50 Advisers in Australia by the 2011 AFR Smart Investor Masterclass. He also appears occasionally on 3AW talk-back radio as a finance expert.

Thabojan is a member of the Financial Planning Association of Australia (FPA), a Fellow of the Financial Services Institute of Australasia (FINSIA) and a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®). CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional Financial Planners around the world. Thabojan also serves on the FPA’s Board Committee of Professionalism.

Having worked with a number of boutique financial planning businesses before joining Shadforth Financial Group, Thabojan has enjoyed the experience of helping clientele from varied backgrounds from young wealth accumulators through to high net worth clients. In particular, Thabojan has developed specialist knowledge in Aged Care and in providing advice to medical practitioners.

Prior to becoming a financial adviser, Thabojan successfully completed a Bachelor of Science/Bachelor of Commerce Double Degree, with Honours in Finance and Econometrics at Monash University as well as a Graduate Diploma of Financial Planning with FINSIA.

Cleint Endorsement 

“We are secure in the knowledge that thanks to Thabojan the management of our finances is in safe hands. Thabojan finds the most effective balance of investments, which enables us to meet our financial goals. Thabojan and his team are easily contactable and we can always obtain advice and information promptly. The assistance and advice is always consistent, whoever we are dealing with.” Mark Powell and Penny Scott Alphington, Melbourne

Office

Level 21, HWT Tower 40 City Road Southbank VIC 3006

Contact: Thabojan Rasiah

 

Mark Lowe - Financial Services PartnersMark Lowe – Financial Services Partners

Mark is recognised as a CERTIFIED FINANCIAL PLANNER® practitioner.  He has completed a Bachelor of applied mathematics and in addition to completing a Diploma of Financial Planning. 

In 2010 Mark was recognised as one of the top 50 financial advisers in Australia by the AFR Smart Investor Masterclass.  He has worked in the finance industry for almost two decades and during that time has encountered a variety of issues. This provides Mark with a wealth of experience from which he can draw upon to help clients achieve their financial goals.

Office

Financial Services Partners Level 4, 224 Queen Street MELBOURNE VIC 3000

Contact: Mark Lowe 

 

Robert Marshall - Chiltern PeakRobert Marshall – Chiltern Peak

Robert is a CERTIFIED FINANCIAL PLANNER® practitioner and has specialised in financial planning since 1999. He is a qualified accountant (FCPA) with extensive business experience and a background in corporate accounting.

Robert is qualified to advice on a wide variety of financial planning issues including both pre- and post-retirement planning, self-managed superannuation, investment and life insurance. As a member of the Responsible Investment Association Australasia he has a particular interest in SRI (Sustainable Responsible Investment).

Office

Suite 3, 400 High Street Kew, VIC, 3101

Contact: Robert Marshall