Brisbane Financial Advisors

As a Financial Advisor at My Wealth Solutions, Cory has earned a wealth of experience in various financial aspects, and he is devoted to providing practical advice, guidance, and assistance to his clients.
​
For the past 7 years, Cory has been offering comprehensive financial advice, leveraging his expertise to help individuals resolve their financial concerns and achieve their goals. He takes pride in aiding others in overcoming their financial obstacles and prosper.

Cory's journey in the finance industry began as an associate financial advisor in a wealth management company. With time, he rose through the ranks to become a financial planner after obtaining his Diploma in Financial Planning. Currently, he is in the final stages of completing his Graduate Diploma in Financial Planning, which will be concluded this year (2023).

Having served a wide range of clients, Cory is able to provide highly effective financial planning and support. He takes a personal interest in his clients, working one-on-one with them to provide financial clarity, direction, and organisation. By assessing each client's unique values and lifestyle, he builds a financial plan that is tailored to their particular needs and helps them feel confident with their financial decisions and able to face financial challenges with greater ease.

At My Wealth Solutions, the company philosophy centres on prioritising the client's best interests and offering achievable financial advice tailored to their specific financial situations. They emphasise listening to the client and ensuring that their advice always aligns with the client's best interests. My Wealth Solutions eliminates jargon and complexity, ensuring that their clients understand what is being discussed and recommended clearly.

Book an appointment with Cory.

Client Testimonials:
“Cory and the team at My Wealth Solutions have been nothing but professional, informative and helpful, right from the get go. I can't fault the service we have received, and the entire process has been excellent. Thank you team!"- Jess Doyle

"Corey makes finance easy to understand. He is patient and takes his time in explaining complicated topics. He has put our family in a great position and is always looking to the future. Highly recommend" - Jen Ryan

"Since I reached out from the get go, MyWealthSolutions have been helpful, kind, and understanding, without being pushy at all. I feel like they have really listened and tailored all of my financial goals and requirements as needed. I trust them and I like that I have catch ups yearly or whenever suits me, as well as them being available when needed. I would highly recommend MyWealthSolutions for anyone looking for human, caring and trusted financial support." - Dorian Williams

"From the first meeting with My Wealth Solutions my financial future has had a clear plan and structure tailored to my family's needs understanding short & long term goals. Clear communication and fast responses if anything needs adjusting. I wish I had engaged them earlier." - Eamon Glynn

Qualifications:

• Diploma of Financial Planning & Services
• Graduate Diploma in Financial Planning (Current)

My Wealth Solutions has been recognised via the following awards:

• Cory - finalist for Holistic Financial Adviser of the Year QLD, IFA Excellence Awards, 2025
• 2018 Most Trusted Advisor
• GPS Wealth Practice of the Year winner: 2019, 2022, 2023, 2024

As the Founding Partner of VISIS Private Wealth, Chris has built a professional team founded on a rare commitment: truly impartial advice to help clients achieve their financial and life goals.

Chris is a Certified Financial Planner and SMSF Specialist Financial Advisor and has over 26 years’ experience in providing strategic financial advice, successfully delivering tailored, practical and smart solutions that get results. After establishing VISIS in 2001, Chris has worked to build a respected, 100% privately owned practice – with no alliances to other financial institutions. “Quite simply, I am genuinely and solely driven by client needs”.

VISIS, is proud to offer the best of both worlds: the size and resources to offer market-leading services, with personal attention and support. Every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance/lending, superannuation, taxation advice and accounting services.

A hands-on and personal approach gives Chris real insight into clients’ challenges and the ability to offer solutions that work for them and make the difference. With the VISIS team, Chris helps self-funded retirees, executives and business owners to effectively manage, grow and protect their wealth every day. Chris has a proven track record of building long-term partnerships with leading business people, high net wealth individuals and families. “I strive to combine my deep industry knowledge with a proactive and straightforward approach so my clients can make clear, informed decisions with confidence”.

While providing a full range of wealth management advice and strategies, key areas of specialist knowledge include:

• investment management;
• self-managed super funds;
• executive share plans;
• tax management; and
• investment/wealth entities and vehicles.

Chris is continually looking to help new clients with their wealth management advice.

Awards:

• 2018 & 2017 – Holistic Advice Firm of the Year – ifa Excellence Awards
• 2018 – Investment Adviser of the Year – ifa Excellence Awards (Chris Smith)
• 2018 & 2019  – National Finalist Best Professional Practice of the Year – FPA Best Practice Awards
• 2018 – National Finalist Certified Financial Planner of the Year  – FPA Best Practice Awards
• 2018 – SMSF Adviser of the Year – ifa Excellence Awards (Chris Smith)
• 2017 – Best Client Servicing Company of the Year – ifa Excellence Awards

Find out more

Greg is the Chief Executive Officer and co-founder of Eureka Whittaker Macnaught. He 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.

Greg  is also the former national chair of the Financial Wisdom Adviser Forum, and he is actively involved in representing the financial planning profession in the media. Greg is originally from the Northern Rivers of NSW and is married with three children. Cricket, politics and classic cars are among his interests.

Find out more

Mark is an Authorised Representative and Certified Financial Planner at Tupicoffs Pty Ltd.

Professional Qualifications

• Certified Financial Planner (CFP®)
• Bachelor of Business
• Advanced Diploma of Financial Planning
• Member of the Financial Planning Association of Australia
• Justice of Peace (Qualified)

Career Achievements

• 2013 National FPA Financial Planner AFP Best Practice Award
• 2013 Queensland FPA Financial Planner AFP Best Practice Awards
• 2012 Queensland FPA Financial Planner AFP Best Practice Awards

Background
2011 to current – Certified Financial Planner – Tupicoffs Pty Ltd
Mark joined Tupicoffs after owning and managing a successful customer services business for several years. He has over 12 years’ experience providing comprehensive financial advice to clients, and prides himself on high standards of professionalism and personal service.

Mark specialises in developing strategies to assist his clients to meet their goals leading up to retirement and beyond, as well as wealth accumulation and protection.

Previous Career Roles

• 2007 – 2010 Owner/Manager successful business
• 2004 – 2006 Senior Financial Planner Dixon Advisory & Superannuation Services
• 2001 – 2004 Financial Planning Manager NAB

Learn more

Neil Kendall is an Authorised Representative and the Managing Director of Tupicoffs Pty Ltd

Professional Qualifications

• Certified Financial Planner (CFP®)
• Bachelor of Business Management
• Diploma of Financial Planning
• Fellow of the Financial Planning Association of Australia
• Member of Australian Institute of Company Directors

Career Achievements

• Australian of the Year Nominee 2012 and 2013
• Masterclass Top 50 exam: 2012, 2010, 2008, 2006
• Money Management Financial Planner of the Year: 2006
• Money Management Financial Planner of the Year: Runner Up, 2009
• Financial Planning Association Value of Advice National Finalist 2009
• Financial Planning Association Value of Advice National Winner 2006
• Financial Planning Association Value of Advice State Winner 2006
• QLD Advisor of the Year 2004 – Charter Financial Planning

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

Find out more

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 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 actively pursues and connects with journalists to promote the good work of advisers and the industry and has a strong passion for educating consumers about money and finance.

Qualifications:

• Certified Financial Planner (CFP)
• Chartered Accountant (CA)
• Self Managed Super Fund Specialist Adviser (SSA)
• Bachelor of Business from QUT

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.

Find out more

Achievements
James was recently awarded Runner-Up in the 2017 PlanPlus Global Financial Planning Awards and was a National Finalist in the 2017 Independent Financial Adviser Excellence Awards.

​James is the first Financial Planner in Australia to win three prestigious awards in the same year including:

• 2013 FPA Best Practice Award – National Winner, CERTIFIED FINANCIAL PLANNER® Professional category
• 2013 PlanPlus Global Financial Planning Award – Winner, Asia Region
• 2013 Money Management Financial Planner of the Year

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.

Industry Background
James has more than 20 years experience working in various roles within the Banking and Finance sector and has worked as a Professional Financial Planner since 2007.

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).

Qualifications
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

• 2017 PlanPlus Global Financial Planning Award – Runner Up
• 2017 Independent Financial Adviser Excellence Awards  - Holistic Adviser of the Year    (National Finalist)
• 2017 Independent Financial Adviser Excellence Awards  - Goals-Based Adviser of the Year (National Finalist)
• 2017 Independent Financial Adviser Excellence Awards  - Best Client Servicing Individual of the Year (National Finalist)
• 2013 Money Management Financial Planner of the Year
• 2013 PlanPlus Global Financial Planning Award – Winner, Asia Region
• 2013 Queensland and National FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award
• 2013 AFR Smart Investor Masterclass exam – Top 50 Honour Roll
• 2012 Money Management Financial Planner of the Year Finalist (Top 5)
• 2012 FPA Best Practice Awards – Qld CFP® Winner & National Highly Commended
• 2012 Wealth Professional Top 50 Adviser
• 2011 FPA Best Practice Awards – Brisbane CFP® Winner
• 2010 AFR Smart Investor Masterclass exam – National Top 10
• 2009 FPA Value of Advice Awards – National Finalist (Top 3)

Find out more

Sally is a private client adviser at Shadforth Financial Group in Brisbane. Prior to joining Shadforth, Sally was a financial adviser with Douglas Wenck, a boutique wealth management firm which merged with Shadforth in 2008.

Using an evidence-based approach, 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 holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation which is the highest qualification for financial advisers in the profession. She also holds a Bachelor of Business degree from Griffith University and was the top graduate from her year, along with a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and the internationally recognised Certified Financial Planner® practitioner designation, the highest certification for financial advisers in the profession.

Sally prides herself in providing exceptional personalised services to her clients. She partners with successful hard working families, business owners, executives, busy medical professionals and separated spouses to make the most of their financial future.

Minimum Investment:

$1 Million +

Awards:

• Barron’s Top 100 Financial Advisers in Australia (2023)
• Barron’s Top 100 Financial Advisers in Australia (2022)
• Barron’s Top 100 Financial Advisers in Australia (2021)
• Barron’s Top 100 Financial Advisers in Australia (2020)
• Barron’s Top 50 Financial Advisers in Australia (2019)
• Barron’s Top 50 Financial Advisers in Australia (2018)
• The Financial Standard Power 50 (2018)
• Barron’s Top 50 Financial Advisers in Australia (2017)
• The Financial Standard Power 50 (2017)
• FPA Certified Financial Planner® Professional of the Year Finalist (2015)
• Money Management’s runner-up Financial Planner of the Year (2013) A
• FR Top 10 Financial Advisers in Australia (2013)

Client Endorsement

“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

Find out more

Alan is an Associate Director of the practice, 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:

• Studied Economics / Journalism at the University of Queensland 1972-74
• First adviser in Queensland for Beyson Investment Services 1985-89
• First adviser in Queensland for KPMG Financial Services 1989-95
• Received a Diploma in Financial Planning from Deakin University in 1992
• Granted the CERTIFIED FINANCIAL PLANNER® designation (CFP®) in 1992
• First specialist financial planning adviser in Queensland for Prudential-Bache Securities 1995-97
• Joined Retirewell Financial Planning in 1997
• Came second in the inaugural Personal Investor magazine Master Class exam to identify the top 50 financial planners in Australia in 1999
• Obtained his Master of Commerce (Financial Planning) degree with Distinction from the University of Western Sydney in 2003
• Entered the Master Class exam again in 2009, this time under the auspices of AFR Smart Investor magazine, and qualified for the 2010 honour role of the top 50 financial planners in Australia
• Author of the book Investing Your Super: Tips, Traps and Tax Advantages and many reports on superannuation and retirement issues

Find out more

Hudson Financial Planning hold their own Australian Financial Service License. We are not bound by any institution and have the freedom to invest our clients within the framework of our carefully crafted investment committee, led by our external asset consultant; Michael Furey.

We believe in 'no conflict of interest' value investing, and absolute security within our core portfoio's. All investing begins and ends with value. We are a Strategy First firm. Our strategies provide more than investment returns, they provide and plan for the impact of tax and the impact you want to leave as your legacy.

Michal has over 20 years experience in providing comprehensive, quality advice to clients, with many client referrals a testament to the care and dedication Michal shows her clients.

Michal's Qualifications

• Masters in Applied Finance
• Diploma in Financial Planning
• Diploma in Business Accounting
• Graduate Diploma in Financial Planning
• Tax Practitioner Board certified

Michal's awards:

Women in Wealth: Financial Planner of the Year 2024 Finalist

Client Testimonial

"We've had the pleasure of working with Michal for over 20 years now and she's been invaluable in providing professional advice in language we can understand. During this time, we've bought and sold homes, retired early, downsized enabling us to realise our assets and top-up our Super, made a tree change and also moved interstate - and none of it would've been possible without the professional financial guidance from Michal. She's an absolute delight to work with, always sharing a laugh, and always ensuring we are making sound financial decisions. We trust Michal and I know her other long term clients do as well because I've actually met them at Hudson functions. In an industry where trust is paramount, but sometime hard to find, Michal is GOLD." Lea 56-65 years, Albany Creek QLD