Canberra Financial Advisors

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 wage 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.

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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.

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Craig was something of a wunderkind when he started in the financial business some 20 years ago. Back then it was all about insurance, but Craig understood the changing market, and took the time to understand the technical aspects of strategy and portfolio construction. 

He has spent his career flexing those skills to build bigger, better, and stronger portfolios for his clients. 

As a Tottenham Spurs fan, you could say Craig is now in the Harry Kane category of the financial world. He has honed his predatory instinct in front of goal – and with credentials like Certified Financial Planner (CFP) Graduate of the Australian Institute of Directors (GAICD) Masters of Financial Planning (MFinPlan) – he will score major goals for you!

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

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Craig Phillips, Senior Financial Planner, is dedicated to making a meaningful impact for those who value expert advice. With a focus on understanding your unique priorities, Craig utilises his extensive expertise and network to develop a robust and actionable plan tailored to your needs. He is committed to providing ongoing service and support to ensure you stay on track and achieve your financial goals.

Craig’s experience has awarded him recognition in the Aged Care Specialist Adviser of the Year 2022, Aged Care Specialist Program of the Year 2022, Financial Planning Association (FPA) of Australia Planner of the Year finalist two years running and a finalist in the Association of Financial Advisers (AFA), Great Advice Awards 2021. Craig is an aged care specialist, bringing experience over a broad range of services including a truly holistic and personalised approach to putting clients in a better position.

When it comes to navigating the complexities of aged care, Craig excels at translating the intricacies into a clear and actionable plan aligned with your specific requirements.

His expertise extends across various financial aspects, including investment portfolios, retirement planning, tax planning, pensions, social security, managed funds, direct equities, estate planning, and a genuine passion for ethical investing.

Qualifications

• Certified Financial Planner studies
• Fellow Chartered Financial Practitioner
• Bachelor of Economics
• Advanced Diploma of Financial Planning
• Diploma of Company Directors and FASEA Approved

Accreditations & Memberships

• Tax (Financial) Adviser
• Society of Trust and Estate Practitioners (STEP)
• Self-Managed Super Fund Specialist™ (Committee member of ACT branch)
• Accredited Aged Care Professional™
• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (ACT committee member) FPA
• Responsible Investment Association Australasia (RIAA)

Awards

• Finalist Aged Care Specialist, Aged Care Advice program of the Year 2022
• Finalist Aged Care Adviser of the Year 2022
• Finalist Financial Planning Association (FPA) Awards 2021, 2020

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What sets Bob apart as a financial adviser is having both technical and practical knowledge to deliver bespoke, workable and result-driven wealth generation strategies for his clients. Bob specialises in integrated wealth generation strategies that are aiming to deliver an extra $1-3M of wealth in 15 years or less for professional and high-income families.

With 14 years of experience, Bob is a Certified Financial Planner^®, the gold standard in financial planning, a certification that is recognised in 26 countries globally. Bob has built his extensive technical knowledge through a business degree from UTS, studying investment and portfolio theory at UNSW, two other related diplomas and numerous specialist accreditations.

Bob is passionate about looking after his clients and he has an unshakable belief in the importance of building strong, long term relationships. This is backed up with thorough research and accountable financial advice that is free from conflict of interest.

When not working with clients and spending time with family, Bob is an avid tennis player, sustainable environmentalist and is practicing to be a minimalist. He loves fine food, home cooking and his organic garden. Bob is an active member in the local business community, is a Justice of the Peace in the ACT and is an impact investor for charity group ‘Empower Malawi’.

Bob's advice philosophy: The key to building wealth is to have goals that reflect what you love to do and want to do. I'll help you identify those goals and then construct a wealth creation strategy to deliver on them. When you plan your life, you can plan your money - and be inspired to put that plan into action every day.

Minimum investment for new clients: $1,000,000

Client Review: "We have finally found a Financial Advisor that we trust. Bob Chen is professional, dedicated and most importantly listens. He has helped my wife and I to understand our financial goals, execute a sound strategy that we understand and be confident we are positioned well for the future. We look forward continuing to work with Bob in the future."

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Bob is a Sub-Authorised Representative of Everalls Wealth Management Pty Ltd, Corporate Authorised Representative No. 465367. Authorised Representative No. 413819.

Principal Andrew Cunich is an award-winning Adviser of the Year across multiple Australian Financial Services Licensees and together with his team, helps clients create, grow and protect their wealth, often from one generation to the next.

Andrew has a passion for investing, plus extensive experience in personal estate and business succession planning. He takes pride in helping his clients grow their wealth in a proactive manner, with a focus on risk minimisation in line with their lifestyle goals. Andrew and his team work collaboratively with the client’s other professional advisers, including accountants and lawyers, to provide integrated succession strategies covering both personal and business interests, along with self-managed superannuation funds.

Professionally, Andrew’s background includes 8 years under the Australian Unity banner, 7 years with RI Advice and nearly a decade as a Senior Manager and Adviser with Perpetual. He has also been a Senior Officer with the Insurance and Superannuation Commission, a Technical Adviser for AMP, a Research & Compliance Manager for Suncorp Life and Superannuation Division and a Principal Research Officer for the Senate Select Committee for Superannuation.

Andrew is an accomplished financial services professional with experience delivering keynote industry presentations and specialises in bespoke conference workshops most notably for medical professionals.

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Thomson Wealth helps high-income professionals, senior public servants, and successful business owners take control of their financial future—without the stress and complexity.

Led by Gianna Thomson, a Certified Financial Planner® with over 20 years of experience in superannuation and financial services, this Canberra-based firm provides strategic, personalised financial advice. As a trusted Financial Advisor, Gianna works with clients who are time-poor but ambitious—juggling careers, businesses, families, and lifestyle goals.

Thomson Wealth is especially known for its deep expertise in public sector superannuation, including complex defined benefit schemes. Business owners with trusts and companies also value the firm’s guidance on structuring their finances, building tax-effective wealth, and planning for succession.

From retirement planning and investing in professionally managed share portfolios and property, to funding children’s education and first home deposits, Thomson Wealth delivers advice that is clear, actionable, and tailored to each family’s goals.

The Family Chief Financial Officer service is designed to act as a key member of your financial board—collaborating with accountants, lawyers and other professionals to provide coordinated advice that saves time, reduces hassle, and brings peace of mind.

Book a complimentary 15-minute chat with this Canberra-based Financial Planner and feel confident about your financial future.

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