Sydney Financial Planners

Need Financial Advice in Sydney?

We have listed the 10 best Sydney Financial Planners.

Greg Cook - Eureka Financial GroupGreg Cook – Eureka Financial Group

Greg is the managing director and co-founder of Eureka. He is originally from the Northern Rivers of NSW, is married with three children, and has lived in Pymble for the past 16 years. Cricket, politics and classic cars are among his interests.

Greg has been a CERTIFIED FINANCIAL PLANNER® practitioner since 1998 and is a Justice of the Peace. In 2008 Greg was made a fellow of the FPA and in 2010 he also qualified as a Life Risk Specialist. In 2010 Greg became a member of the FPA’s Conduct Review Commission, and was the FPA national conference chair for 2010 and 2011. He is also the former chair of the Financial Wisdom Adviser Forum. He is actively involved in representing the financial planning profession in the media.

Office

Milsons Landing, Suite 803, 6a Glen Street Milsons Point NSW  2061

Contact: Greg Cook

 

Darren Higgs - Shadforth Financial GroupDarren Higgs – Shadforth Financial Group

Since completing his accounting studies, Darren has been in the financial planning industry in an advisory capacity since 1997. Darren has achieved industry recognition during this time, including being judged first in the AFR Smart Investor Master Class for Financial Planning 2010 and following that up with by being in the top 50 advisers nationwide for the 2011 Master Class.

Darren is dedicated to his role, where he loves working with our valued clients to achieve their goals, create wealth and increase their security. He is the NSW State Representative for the Technical Committee within the Shadforth Financial Group. Darren is a CERTIFIED FINANCIAL PLANNER® practitioner and is a member of the Financial Planning Association of Australia.

Darren is also an accredited martial arts instructor with Northstar Martial Arts, where he has achieved his 2nd Dan Black Belt. Darren is very happily married to Betty, and they live on Sydney’s lower north shore.

Client Endorsement:

“Malcolm and I commend Darren on his thoroughness and willingness to listen to our needs. Darren has obviously worked extremely hard on our portfolio and both Malcolm and I find him to be attentive and easy to talk to.”  Malcolm and Rebecca Ball Ryde, New South Wales

Office

Level 17, 100 Pacific Highway North Sydney, NSW, 2060

Contact: Darren Higgs 

 

Jenny Kam - PSK Financial ServicesJenny Kam - Solomon’s Ark 

The financial decisions you make today will determine the life you live tomorrow. My goal is to help you build the complete program you need to maximise your earning potential during your working years, so you can enjoy your life now and know that tomorrow has been taken care of.

My 360 Review Approach is a structured review I developed to help clients get the most out of their financial decisions by comparing options and recommending the best course of action. I research advice scenarios based on 7 key foundations to wealth: cash flow, tax, debt, investments, superannuation, insurance and government entitlements. I will then create a program that includes a combination of strategies which are optimised to suit your unique situation and financial goals. You can be confident that my constant monitoring of these 7 foundations ensures your program is always working its hardest for you.

As a CERTIFIED FINANCIAL PLANNER® practitioner with more than 10 years experience, I can help you make informed decisions and empower you to achieve the lifestyle you desire. My clients have entrusted their long term financial well being in my care so they can focus on what they do best.

Office

3 Spring Street Sydney NSW 2000

Contact: Jenny Kam

 

 

Robbie Reid - RK Financial PlanningRobbie Reid – RK Financial Planning 

What do you get when you combine a marathon runner, a foodie and a financial whiz? The answer is Robbie Reid, someone who has seamlessly bridged left and right brain capabilities. While most of us have one or the other, Robbie has been blessed with high level academic and technical intelligence as well as creativity and empathy that connects and communicates effortlessly with clients.

Robbie’s clients range from younger people, for whom he has developed an Under 30s speciality financial planning service for cash flow planning and wealth accumulation; those in the middle stages of life with debt, kids’ education and retirement planning to pre-retirees and; retirees who need a financial adviser who proactively represents them, highlights opportunities and interprets changes that may impact on their financial affairs.  His approach is logical, open minded and always big picture.

While researching, planning and providing a tailored financial strategy are among his technical skillset, it is close listening, understanding and interpretation of needs where Robbie excels to define personal goals and financial planning objectives.

Education and knowledge are his cornerstones and Robbie has been rewarded with many academic awards among them recognition for top achievements for various subjects at university. In 2012 Robbie qualified Top 50 in the AFR Smart Investor Master Class for Financial Planning.

These days, Robbie who spent three years working in a commercial kitchen, continues to put his culinary skills to good use but only for family and friends, preferring to sink his teeth into analysing complex financial matters or studying for his Masters of Economics.  Quietly spoken and modest, he’ll tell you there is “nothing too exciting” about himself, except of course that he studies, cooks, runs marathons and has a dream of one day combining his love of travel with the latter by competing in the Boston and London marathons! It is this unassuming and completely honourable nature that is winning fans among his growing client base.

Qualifications

  • Bachelor of Business (Accounting)
  • Graduate Diploma of Financial Planning
  • CERTIFIED FINANCIAL PLANNER® Practitioner
  • SMSF Accreditation
  • Currently completing a Masters of Economics

Office

Suite 703, Level 7 23 Hunter Street Sydney NSW 2000

Contact: Robbie Reid 

 

Andrew Rafty - Financial IndexAndrew Rafty – Financial Index 

Andrew is a CERTIFIED FINANCIAL PLANNER® practitioner , and has been a licensed financial adviser for over 20 years. He has a strong reputation for his exceptional technical skills and dedicated service. Andrew originally practiced as a structural engineer before dedicating his analytical and mathematical skills to financial planning.

Andrew believes in building long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service. Andrew works closely with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies.

Client  Testimonials

“Andrew has had ongoing contact on a personal basis, periodic review meetings, and even occasional calls just ‘see how it is going.’”N Clark

“The advice Andrew gives is clear and concise financial planning but with a human touch that caters for our quality of life as well as our financial security.”Bruce Smith

“Andrew presented a portfolio tailored for both my wife and myself, which meet our specific retirement objectives.”Roy M. Langtip

Office

Level 6, Suite 3 99 York Street SYDNEY NSW 2000

Contact: Andrew Rafty 

 

Martin White - Jacoby Cameron & CoMartin White – Jacoby Cameron & Co

Martin joined Jacoby Cameron & Co as an undergraduate in 1998 and qualified as a Chartered Accountant in 2001. Since that time Martin has been involved with the Institute of Chartered Accountants post-graduate Chartered Accountants program as a workshop leader, exam paper author, technical adviser and marker.

Martin is also a CERTIFIED FINANCIAL PLANNER® practitioner (widely regarded as the premier designation for Financial Planners in Australia) and an Authorised Representative of Count Financial Limited. Martin became a partner on 1 July 2007. Whilst Martin has experience across such diverse areas as accounting, audit and tax he is also responsible for our financial planning division.

In 2010 he was recognised by AFR Smartinvestor magazine as one of Australia’s top 50 financial planners. Martin’s interests outside of work include swimming, water polo, sail boarding and sport in general.

Office

Level 4 255 Castlereagh Street Sydney, NSW 2000

Contact: Martin White 

 

Craig Wilford - Nexia Court Financial SolutionsCraig Wilford – Nexia Court Financial Solutions 

Craig Wilford is Partner of the Financial Services division at Nexia Sydney. Craig has had over 20 years experience as an authorised financial planner, both here in Australia as well as the UK. Craig has been providing holistic advisory services for clients of Nexia Australia since 2003. His focus is on providing wealth accumulation and retirement planning advice for individuals, executives and small to medium-sized business owners. Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates or as non-residents relocating to Australia.

A member of Nexia Sydney’s internal research committee, Craig not only identifies potential new investment opportunities but also any existing investments that could be under-performing and therefore a threat to his client’s financial objectives.

Craig believes his clients should be well informed and regularly conducts in-house seminars for new and existing clients on such topics as retirement income strategies, alternative investment strategies and briefings on the current financial environment.

Craig has been accredited in the AFR Smart Investor Top 50 Financial Planners Masterclass for 2008, 2009, 2010 and for 2011.

Nexia Financial Solutions operates on a fee for service basis, providing the right environment to ensure Craig is able to customise his strategies, financial solutions and exercise his experienced advice to suit each individual client’s situation, requirements and circumstances.

Committed to delivering the best possible level of service, Craig’s broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.

Craig is an Authorised Financial Planning Representative. He holds a Bachelor of Business (Banking and Finance), a Master of Taxation, CERTIFIED FINANCIAL PLANNER® Designation and a Diploma of Financial Planning (Australia). He also holds the equivalent Financial Planning qualification from the UK; the Advanced Certificate of Financial Planning (UK).

Office

Level 16, 1 Market Street Sydney NSW 2000

Contact: Craig Wilford 

 

James Gerrard - PSK Financial ServicesJames Gerrard – PSK Financial Services 

James Gerrard is a CERTIFIED FINANCIAL PLANNER® professional having practiced within the industry since 2001.  He currently sits on a Board Committee for the Financial Planning Association of Australia, has won industry awards and has been recognised by the Australian Financial Review’s Smart Investor magazine as a top 50 Financial Planner in Australia in 2010.  He has expertise as a financial advisor in the areas of wealth accumulation strategies, tax planning, retirement planning, expatriate advice, risk protection, estate planning, direct equities and gearing strategies.

James operates his Sydney financial advice practice within PSK Financial Services who are a prestigious Sydney based financial services practice which has been in operation for over 30 years. PSK Financial Services are licenced through Charter Financial Planning and PSK financial advisers manage in excess of $1 billion dollars in assets for clients through a wide range of investments and administration platforms.

Choosing the right financial planner is one of the most important decisions that you will make in life.  The difference in financial benefits could be substantial and the peace of mind priceless.

Office

Level 6, 44 Market Street, Sydney NSW 2000

Contact: James Gerrard

 

Fergus Hardingham - FM Financial SolutionsFergus Hardingham – FM Financial Solutions

Fergus is a CERTIFIED FINANCIAL PLANNER® practitioner and has been providing advice for over eight years to clients and helping them to understand their financial plans and achieve their objectives. Fergus has a strong technical back-ground, specialising in superannuation strategies, and specifically government and semi-government superannuation schemes.

Fergus completed his degree in business at the University of Queensland and the Diploma of Financial Planning and Certified Financial Planner through Deakin University. Fergus loves the idea of helping people determine what their goals are, and then helping them to achieve them. He enjoys the ongoing relationship with clients, and most importantly the trust that is given by his clients. In 2007, Fergus was admitted to the Australian Financial Review MASTERCLASS FOR FINANCIAL PLANNING [TOP 50 Honour Roll].

Fergus is a father of three wonderful children, of whom he is very proud. He loves good food, watching rugby with his daughter, and watching his children dancing and playing soccer.

Client  Testimonial

“I am happy to recommend Fergus & Margaret as financial advisers for life insurance planning and financial advice in general. It was very important to my husband and me to find trustworthy, well informed, hardworking advisers, and who most importantly, are truly independent. That description certainly fits Fergus & Margaret. Too many financial advisers are not independent and unfortunately are little more than salesmen pushing products which suit them in terms of the commission which is generated for them. As a solicitor, I know how important it is to retain a professional adviser who I can be assured works in my family’s interest alone, without he or she being influenced by personal considerations. Fergus & Margaret’s friendly, personal service since we became their clients in early 2009 has been excellent.” Samantha & Marcus Peterson Pyrmont

Office

Suite 6.13 Level 6, 55 Miller Street Pymont NSW  2009

Contact: Fergus Hardingham 

 

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