Need Financial Advice in Gold Coast?
We have listed the 10 best Gold Coast Financial Planners
Darren Withers – Elston Partners
Elston Board Director, Darren Withers, is Elston’s Head of Strategic Advice with 20 years experience in the industry. Darren has three times been named as a member of the Financial Planning Master Class by AFR Smart Investor Magazine (2007, 2010 and 2013).
Darren is a Certified Financial Planner (CFP®) with the FPA® and a Specialist Self Managed Super Fund Adviser (SSA) with SPAA. Darren has a Bachelor of Commerce degree and Diploma in Financial Planning.
Office
Level 12, Corporate Centre 2 Corporate Court Bundall QLD 4217
Contact: Darren Withers
Elston Board Director, Darren Withers, is Elston’s Head of Strategic Advice with 20 years experience in the industry. Darren has three times been named as a member of the Financial Planning Master Class by AFR Smart Investor Magazine (2007, 2010 and 2013).
Darren is a Certified Financial Planner (CFP®) with the FPA® and a Specialist Self Managed Super Fund Adviser (SSA) with SPAA. Darren has a Bachelor of Commerce degree and Diploma in Financial Planning.
Office
Level 12, Corporate Centre 2 Corporate Court Bundall QLD 4217
Contact: Darren Withers
Troy Theobald – Robina Financial Solutions
Prior to establishing Robina Financial Solutions (RFS) in 2004, Troy was employed for ten years as an Accountant and Financial Planner with a Tweed financial planning and accounting practice. With the guidance of a senior adviser (who remains a firm friend) he cut his teeth on building client investment portfolios and defensive asset allocation strategies before moving into asset structuring and protection.
CWL Accountants – a BRW top 100 Accounting firm, then provided him the opportunity to build something of his own within their firm and RFS was born.
The business has gone from strength to strength largely due to a simple philosophy of providing the services that clients want and need and then delivering on our service promises.
Troy has won a number of awards going back to 2006 however he was very proud to accept Professional Investment Services ‘National Financial Adviser of the Year’ in 2012 and in a unprecedented result, again in 2013. There are over 650 advisers in the network around Australia and this is a reflection of the quality of the business he has helped build and his commitment to the clients of RFS.
“Some of the keys to our success in meeting our clients expectations is in breaking the advice process into its component parts and trying to look at it through a clients eyes. Complexity, jargon and risk are not what our clients want. They want to know we listen to them, understand their values and concerns and build a plan that can feasibly achieve the lifestyle they desire. If issues come up, they want us to solve them, they want to spend their spare time with family and friends, not sitting on a phone with a geographically challenged call centre. Finally they want to know what is happening and how they are progressing to meeting their milestones. Yes, we need the technical skills, the systems, the processes and the team that can deliver but it all starts with understanding what each client wants.”
Qualifications
In addition to his qualifications above Troy has completed the Self Managed Superannuation Fund Specialist Pathway Program and is an accredited Finance Broker
Office
Level 10 The Rocket 203 Robina Town Centre Drive Robina QLD 4226
Contact: Troy Theobald
Prior to establishing Robina Financial Solutions (RFS) in 2004, Troy was employed for ten years as an Accountant and Financial Planner with a Tweed financial planning and accounting practice. With the guidance of a senior adviser (who remains a firm friend) he cut his teeth on building client investment portfolios and defensive asset allocation strategies before moving into asset structuring and protection.
CWL Accountants – a BRW top 100 Accounting firm, then provided him the opportunity to build something of his own within their firm and RFS was born.
The business has gone from strength to strength largely due to a simple philosophy of providing the services that clients want and need and then delivering on our service promises.
Troy has won a number of awards going back to 2006 however he was very proud to accept Professional Investment Services ‘National Financial Adviser of the Year’ in 2012 and in a unprecedented result, again in 2013. There are over 650 advisers in the network around Australia and this is a reflection of the quality of the business he has helped build and his commitment to the clients of RFS.
“Some of the keys to our success in meeting our clients expectations is in breaking the advice process into its component parts and trying to look at it through a clients eyes. Complexity, jargon and risk are not what our clients want. They want to know we listen to them, understand their values and concerns and build a plan that can feasibly achieve the lifestyle they desire. If issues come up, they want us to solve them, they want to spend their spare time with family and friends, not sitting on a phone with a geographically challenged call centre. Finally they want to know what is happening and how they are progressing to meeting their milestones. Yes, we need the technical skills, the systems, the processes and the team that can deliver but it all starts with understanding what each client wants.”
Qualifications
- Bachelor of Business
- Certified Financial Planner Designation (CFP®)
- Diploma of Financial Planning
In addition to his qualifications above Troy has completed the Self Managed Superannuation Fund Specialist Pathway Program and is an accredited Finance Broker
Office
Level 10 The Rocket 203 Robina Town Centre Drive Robina QLD 4226
Contact: Troy Theobald
Neil Heriot – Boston Private
CFP, Dip FP, Dip Ag Sc
PRIVATE WEALTH ADVISER
Authorised Representative of AdviceIQ Partners Pty Ltd
Neil is an experienced Certified Financial Planner (CFP) and Private Wealth Manager and joined this profession 30 years ago. He also holds professional qualifications in Agriculture.
Neil specialises in helping clients achieve their wealth management goals including investment strategy and quality strategic advice. He also specialises in designing income generating portfolios for pre-retirees and retirees who require reliable income.
He works closely with his clients planning for the accumulation, preservation and security of wealth. Most of Neil's clients are self- funded retirees, professionals or private business owners. Self-Managed Super Funds (SMSF) are also a core of most client’s investments.
Neil also specialises in advice in relation to expatriate executives, multi-million dollar business sales and divorce settlements.
He is a Director and owner of Boston Private Wealth Pty Ltd, and was awarded ‘Financial Planner of the Year’ in South Australia in 1992 and 1994. Money Management magazine also awarded him ‘Australian Financial Planner of the Year’ in 1998. He has been providing a fee based ongoing portfolio management service to his clients for over 25 years.
Neil resides at Sanctuary Cove in South-East Queensland and actively services clients in Queensland, Melbourne, Adelaide, Sydney, Tasmania, Central West NSW and Overseas.
Neil and his wife Debbie enjoy quality family time, travel and golf.
Office
Suite 46B Masthead Way Sanctuary Cove QLD 4212
Contact: Neil Heriot
CFP, Dip FP, Dip Ag Sc
PRIVATE WEALTH ADVISER
Authorised Representative of AdviceIQ Partners Pty Ltd
Neil is an experienced Certified Financial Planner (CFP) and Private Wealth Manager and joined this profession 30 years ago. He also holds professional qualifications in Agriculture.
Neil specialises in helping clients achieve their wealth management goals including investment strategy and quality strategic advice. He also specialises in designing income generating portfolios for pre-retirees and retirees who require reliable income.
He works closely with his clients planning for the accumulation, preservation and security of wealth. Most of Neil's clients are self- funded retirees, professionals or private business owners. Self-Managed Super Funds (SMSF) are also a core of most client’s investments.
Neil also specialises in advice in relation to expatriate executives, multi-million dollar business sales and divorce settlements.
He is a Director and owner of Boston Private Wealth Pty Ltd, and was awarded ‘Financial Planner of the Year’ in South Australia in 1992 and 1994. Money Management magazine also awarded him ‘Australian Financial Planner of the Year’ in 1998. He has been providing a fee based ongoing portfolio management service to his clients for over 25 years.
Neil resides at Sanctuary Cove in South-East Queensland and actively services clients in Queensland, Melbourne, Adelaide, Sydney, Tasmania, Central West NSW and Overseas.
Neil and his wife Debbie enjoy quality family time, travel and golf.
Office
Suite 46B Masthead Way Sanctuary Cove QLD 4212
Contact: Neil Heriot