Need Financial Advice in Hobart?
We have listed the 10 best Hobart Financial Planners
Main Street Financial Solutions is a boutique fee for service unaligned financial advisory business providing tailored financial advice to busy professionals, small business owners, families, pre retirees and retirees.
For a no obligation discussion regarding your financial future please contact the team at Main Street Financial Solutions.
www.mainstreetfs.com.au
For a no obligation discussion regarding your financial future please contact the team at Main Street Financial Solutions.
www.mainstreetfs.com.au
Charles Badenach – Main Street Financial Solutions
BA, LLB, DipFP, GDipAppFin, CFP®, GAICD, JP
Principal and Private Client Adviser
Authorised Representative of Lonsdale
Charles is a Certified Financial Planner® Professional, having worked as a financial planner for over 14 years. He previously worked in the legal profession with a major law firm and was admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.
Charles has a combined Bachelor of Arts and Laws Degree and a Graduate Certificate in Legal Practice from the University of Tasmania. He has also completed the Diploma of Financial Planning from Deakin University, the Graduate Diploma in Applied Finance and Investment through the Securities Institute and the Institute of Company Directors Diploma Course. Charles is also an accredited FPA Life Risk Specialist.
Charles has won a number of industry awards for his work in the financial services industry including:
• IFA Excellence Awards – Innovator of the Year 2014
• AFA Excellence in Education – State Winner 2014
• Financial Standard Innovation, Leadership and Excellence in Social Media Award 2012
• Money Management Australian Financial Planner of the Year 2011
• Australian Future2 Community Best Practice Award 2011
• Financial Planning Association Value of Advice National Award in the Pre-Retirement Category 2010
In addition to this, Charles was runner up for Tasmania in the 2012 FPA Certified Financial Planner® Professional Best Practice Award.
Charles has written a self-help financial book “Old Head on Young Shoulders” which made the national best seller list. Charles has also co-written with Rebecca Fergusson two eBooks – “Secrets of Successful Investors” and “How to Choose your Financial Planner.”
Charles is an associate member of the Financial Planning Association of Australia, the Association of Financial Advisers and the Law Society of Tasmania.
Charles specialises in providing financial planning, risk insurance and investment advice for clients throughout Australia.
Make an appointment to see Charles
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and risk insurance details.
We look forward to working with you.
Office
Level 2, 114 Collins Street Hobart, TAS 7000
Contact: Charles Badenach
BA, LLB, DipFP, GDipAppFin, CFP®, GAICD, JP
Principal and Private Client Adviser
Authorised Representative of Lonsdale
Charles is a Certified Financial Planner® Professional, having worked as a financial planner for over 14 years. He previously worked in the legal profession with a major law firm and was admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.
Charles has a combined Bachelor of Arts and Laws Degree and a Graduate Certificate in Legal Practice from the University of Tasmania. He has also completed the Diploma of Financial Planning from Deakin University, the Graduate Diploma in Applied Finance and Investment through the Securities Institute and the Institute of Company Directors Diploma Course. Charles is also an accredited FPA Life Risk Specialist.
Charles has won a number of industry awards for his work in the financial services industry including:
• IFA Excellence Awards – Innovator of the Year 2014
• AFA Excellence in Education – State Winner 2014
• Financial Standard Innovation, Leadership and Excellence in Social Media Award 2012
• Money Management Australian Financial Planner of the Year 2011
• Australian Future2 Community Best Practice Award 2011
• Financial Planning Association Value of Advice National Award in the Pre-Retirement Category 2010
In addition to this, Charles was runner up for Tasmania in the 2012 FPA Certified Financial Planner® Professional Best Practice Award.
Charles has written a self-help financial book “Old Head on Young Shoulders” which made the national best seller list. Charles has also co-written with Rebecca Fergusson two eBooks – “Secrets of Successful Investors” and “How to Choose your Financial Planner.”
Charles is an associate member of the Financial Planning Association of Australia, the Association of Financial Advisers and the Law Society of Tasmania.
Charles specialises in providing financial planning, risk insurance and investment advice for clients throughout Australia.
Make an appointment to see Charles
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and risk insurance details.
We look forward to working with you.
Office
Level 2, 114 Collins Street Hobart, TAS 7000
Contact: Charles Badenach
Rebecca Fergusson – Main Street Financial Solutions
B.Com, CPA (FPS), DipFP, CFP®, LRS Life Risk Specialist, GAICD
Principal and Private Client Adviser
Authorised Representative of Lonsdale
Rebecca Fergusson is a Certified Financial Planner® Professional with a strong background in accounting. Rebecca has been providing strategic financial planning advice to private clients, business owners, self managed super funds and charitable foundations for over 20 years.
Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist). She has completed a Diploma of Financial Planning through Deakin University and qualified as a Certified Financial Planner® Professional. Rebecca was involved with the Hobart Chapter of the Financial Planning Association of Australia for a number of years (including time as Chair). She is a graduate member of the Australian Institute of Company Directors.
Rebecca was named in the top practitioners in Australia for the Personal Investor Masterclass in 2000 and 2013 and was awarded the Investor’s Adviser Australian Adviser of the Year Award for 2002. She completed the LRS® Life Risk Specialist Program in 2013 and was awarded top student nationally for the subject LRS Life Risk Principles for Professional Planners. Rebecca has been interviewed in various magazines, has been a contributor to numerous publications and has spoken at a number of conferences.
Rebecca has co-written with Charles Badenach two eBooks – “Secrets of Successful Investors” and “How to Choose your Financial Planner.”
Rebecca specialises in strategic financial planning, risk insurance and investment advice for private clients, Self Managed Super Funds (SMSFs) and small businesses. Her focus is on developing long term relationships to enable her clients to achieve their financial and, ultimately, personal objectives and goals.
Make an appointment to see Rebecca
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details.
We look forward to working with you.
Office
Level 2, 114 Collins Street Hobart, TAS 7000
Contact: Rebecca Fergusson
B.Com, CPA (FPS), DipFP, CFP®, LRS Life Risk Specialist, GAICD
Principal and Private Client Adviser
Authorised Representative of Lonsdale
Rebecca Fergusson is a Certified Financial Planner® Professional with a strong background in accounting. Rebecca has been providing strategic financial planning advice to private clients, business owners, self managed super funds and charitable foundations for over 20 years.
Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist). She has completed a Diploma of Financial Planning through Deakin University and qualified as a Certified Financial Planner® Professional. Rebecca was involved with the Hobart Chapter of the Financial Planning Association of Australia for a number of years (including time as Chair). She is a graduate member of the Australian Institute of Company Directors.
Rebecca was named in the top practitioners in Australia for the Personal Investor Masterclass in 2000 and 2013 and was awarded the Investor’s Adviser Australian Adviser of the Year Award for 2002. She completed the LRS® Life Risk Specialist Program in 2013 and was awarded top student nationally for the subject LRS Life Risk Principles for Professional Planners. Rebecca has been interviewed in various magazines, has been a contributor to numerous publications and has spoken at a number of conferences.
Rebecca has co-written with Charles Badenach two eBooks – “Secrets of Successful Investors” and “How to Choose your Financial Planner.”
Rebecca specialises in strategic financial planning, risk insurance and investment advice for private clients, Self Managed Super Funds (SMSFs) and small businesses. Her focus is on developing long term relationships to enable her clients to achieve their financial and, ultimately, personal objectives and goals.
Make an appointment to see Rebecca
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details.
We look forward to working with you.
Office
Level 2, 114 Collins Street Hobart, TAS 7000
Contact: Rebecca Fergusson
Simon Ashman – Strategic Financial Planning
B Ec, Adv Dip FS, AMC, CFP®
Financial Adviser and Director
Simon is a young and dynamic planner who has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics via the University of Tasmania and Advanced Diploma in Financial services and is also a Certified Financial Planner®.
Simon's passion is assisting clients to improve their financial position and reach their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals. He relishes the role of financial coach. Simon is also accredited to provide advice regarding mortgage products and as such is able to assist Strategic clients with their home loan requirements.
Simon is a member of the Financial Planning Association of Australia.
To find out how Simon can help you to achieve the financial security, freedom, and lifestyle you want, make an appointment today by clicking on the contact button below. An initial appointment is free and there is no obligation to sign up.
Office
178 Macquarie Street, Hobart, TAS 7000
Contact: Simon Ashman
B Ec, Adv Dip FS, AMC, CFP®
Financial Adviser and Director
Simon is a young and dynamic planner who has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics via the University of Tasmania and Advanced Diploma in Financial services and is also a Certified Financial Planner®.
Simon's passion is assisting clients to improve their financial position and reach their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals. He relishes the role of financial coach. Simon is also accredited to provide advice regarding mortgage products and as such is able to assist Strategic clients with their home loan requirements.
Simon is a member of the Financial Planning Association of Australia.
To find out how Simon can help you to achieve the financial security, freedom, and lifestyle you want, make an appointment today by clicking on the contact button below. An initial appointment is free and there is no obligation to sign up.
Office
178 Macquarie Street, Hobart, TAS 7000
Contact: Simon Ashman
Todd Burrows – Strategic Financial Planning
GAICD, CFP®
Financial Adviser and Director
Todd started Strategic in 1996 and has guided the business through various evolutions over the last 20 years. Seeing value in holding the highest qualifications Todd was one of the first planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them, and then, through an immersive coaching process, helps them achieve their goals.
Todd tailors his advice to suit his clients’ personal situation and understands that no two clients are the same. He works with his clients’ every step of the way, and through every major event that occurs in their life. His role as financial coach helps them to achieve financial freedom.
Todd is a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors.
To find out how Todd can help you to achieve the financial security, freedom, and lifestyle you want, make an appointment today by clicking on the contact button below. An initial appointment is free and there is no obligation to sign up.
Office
178 Macquarie Street, Hobart, TAS 7000
Contact: Todd Burrows
GAICD, CFP®
Financial Adviser and Director
Todd started Strategic in 1996 and has guided the business through various evolutions over the last 20 years. Seeing value in holding the highest qualifications Todd was one of the first planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them, and then, through an immersive coaching process, helps them achieve their goals.
Todd tailors his advice to suit his clients’ personal situation and understands that no two clients are the same. He works with his clients’ every step of the way, and through every major event that occurs in their life. His role as financial coach helps them to achieve financial freedom.
Todd is a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors.
To find out how Todd can help you to achieve the financial security, freedom, and lifestyle you want, make an appointment today by clicking on the contact button below. An initial appointment is free and there is no obligation to sign up.
Office
178 Macquarie Street, Hobart, TAS 7000
Contact: Todd Burrows
Tim Breen – Shadforth Financial Group
Tim is a CERTIFIED FINANCIAL PLANNER® practitioner, the industry’s highest accreditation. He is a Financial Planning Association accredited Life Risk Specialist and holds a Graduate Diploma of Financial Planning from the Financial Services Institute of Australia. Tim is an associate member of the Financial Planning Association.
Tim has a combined Bachelor of Commerce and Law degree from the University of Tasmania and a Graduate Certificate in Legal Practice. He has been admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.
Tim proactively delivers strategic and holistic financial planning and investment advice. He enjoys a close working relationship with clients and focuses on wealth accumulation and preservation through cash flow management and selecting the most appropriate superannuation and investment structures.
Tim is the State winner of the Financial Planning Association’s 2013 Professional Best Practice Award for a CERTIFIED FINANCIAL PLANNER®. Tim also won this Award in 2012. The Best Practice Awards are the highest in the industry.
Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.
Office
Level 3, 111 Macquarie Street HOBART, TAS, 7000
Contact: Tim Breen
Tim is a CERTIFIED FINANCIAL PLANNER® practitioner, the industry’s highest accreditation. He is a Financial Planning Association accredited Life Risk Specialist and holds a Graduate Diploma of Financial Planning from the Financial Services Institute of Australia. Tim is an associate member of the Financial Planning Association.
Tim has a combined Bachelor of Commerce and Law degree from the University of Tasmania and a Graduate Certificate in Legal Practice. He has been admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.
Tim proactively delivers strategic and holistic financial planning and investment advice. He enjoys a close working relationship with clients and focuses on wealth accumulation and preservation through cash flow management and selecting the most appropriate superannuation and investment structures.
Tim is the State winner of the Financial Planning Association’s 2013 Professional Best Practice Award for a CERTIFIED FINANCIAL PLANNER®. Tim also won this Award in 2012. The Best Practice Awards are the highest in the industry.
Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.
Office
Level 3, 111 Macquarie Street HOBART, TAS, 7000
Contact: Tim Breen
Cameron Pereira – Unica Wealth
Cameron is a Certified Financial Planner (CFP) and Private Client Adviser with UNICA Wealth. His prior roles have included Genesys Wealth Advisers as a Private Wealth Advisers, Compliance Officer with IOOF and a funds management role with Tasmanian Perpetual Trustees. Cameron also worked in United Kingdom with AEGON – Scottish Equitable.
Cameron holds a Bachelor of Commerce, Graduate Diploma in Financial Planning and a Masters in Applied Finance. He is also Certified Financial Planner, the highest financial planning certification.
Cameron has been recognised by the Financial Planning Association by receiving the 2014 Financial Planner AFP® of the Year Award – State Winner (Tasmania).
Whilst Cameron provides advice on all aspects of financial planning, his specific areas of expertise are assisting clients in the transition from working life into retirement as well as ensuring that young families (much like his own) have the fundamental plans in place that set the framework for a financially secure life.
Office
Level 1, 160 Collins Street, Hobart, TAS 7000
Contact: Cameron Pereira
Cameron is a Certified Financial Planner (CFP) and Private Client Adviser with UNICA Wealth. His prior roles have included Genesys Wealth Advisers as a Private Wealth Advisers, Compliance Officer with IOOF and a funds management role with Tasmanian Perpetual Trustees. Cameron also worked in United Kingdom with AEGON – Scottish Equitable.
Cameron holds a Bachelor of Commerce, Graduate Diploma in Financial Planning and a Masters in Applied Finance. He is also Certified Financial Planner, the highest financial planning certification.
Cameron has been recognised by the Financial Planning Association by receiving the 2014 Financial Planner AFP® of the Year Award – State Winner (Tasmania).
Whilst Cameron provides advice on all aspects of financial planning, his specific areas of expertise are assisting clients in the transition from working life into retirement as well as ensuring that young families (much like his own) have the fundamental plans in place that set the framework for a financially secure life.
Office
Level 1, 160 Collins Street, Hobart, TAS 7000
Contact: Cameron Pereira
Michael Driessen – GDA Financial Services
Michael has over 12 years experience in the financial planning industry, including providing financial advice. Michael has considerable strength in the area of federal government superannuation schemes and is competent in all areas of financial planning, including investments, superannuation, pre and post-retirement and retirement strategies, risk protection and management.
In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Michael has completed the Diploma of Financial Planning and a specialist course in Self-Managed Superannuation Funds. Michael has also completed the ASX accredited Listed Product Advisor Program.
Office
Level 2, 94 Liverpool Street Hobart Tas 7000
Contact: Michael Driessen
Michael has over 12 years experience in the financial planning industry, including providing financial advice. Michael has considerable strength in the area of federal government superannuation schemes and is competent in all areas of financial planning, including investments, superannuation, pre and post-retirement and retirement strategies, risk protection and management.
In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Michael has completed the Diploma of Financial Planning and a specialist course in Self-Managed Superannuation Funds. Michael has also completed the ASX accredited Listed Product Advisor Program.
Office
Level 2, 94 Liverpool Street Hobart Tas 7000
Contact: Michael Driessen
Alister McCrae – Shadforth Financial Group
Alister holds a MBA from the University of Sydney majoring in finance and marketing. He graduated with a degree in Fine Arts from the University of Tasmania in 1985 and, from 1986, worked with several major Australian and International funds managers, returning to Tasmania to join Shadforths.
Alister holds a Diploma of Financial Planning, a graduate Diploma in Applied Finance and Investment, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. In 2007 he was named in the top 50 in Australia for the Certified Financial Planner Master Class by Personal Investor Magazine.
Alister is a trustee or board member on several community, school and industry-based bodies including Shadforths Limited Board of Advice. He specialises in Financial Planning and Investment Advice for private clients advising on both managed investments and securities listed on the ASX. Alister is a Principal of Shadforth Financial Group.
Office
Level 3, 111 Macquarie St Hobart, TAS 7000
Contact: Alister McCrae
Alister holds a MBA from the University of Sydney majoring in finance and marketing. He graduated with a degree in Fine Arts from the University of Tasmania in 1985 and, from 1986, worked with several major Australian and International funds managers, returning to Tasmania to join Shadforths.
Alister holds a Diploma of Financial Planning, a graduate Diploma in Applied Finance and Investment, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. In 2007 he was named in the top 50 in Australia for the Certified Financial Planner Master Class by Personal Investor Magazine.
Alister is a trustee or board member on several community, school and industry-based bodies including Shadforths Limited Board of Advice. He specialises in Financial Planning and Investment Advice for private clients advising on both managed investments and securities listed on the ASX. Alister is a Principal of Shadforth Financial Group.
Office
Level 3, 111 Macquarie St Hobart, TAS 7000
Contact: Alister McCrae
Alison Greenwood – Financial One
Alison is passionate about Financial Literacy and empowering others to make smart financial decisions.
With close to 20 years in the Financial Planning Industry she has seen the huge change that has occurred within the financial planning profession and fully supports the need for more transparent, ethical and well researched advice.
Alison has the foundational education and qualifications to offer clients sound advice and ongoing support. With a Major in psychology and a Diploma in Human Resources, Alison feels enabled to understand the importance of communication, relationship with others and the psychology surrounding money.
Alison’s previous experience includes holding key roles as Financial Planning Manager and Principal of an accounting firm, where she learnt to apply her Diploma of Business Management in a corporate environment, before starting her own fee for service Financial Planning business, that specialises in direct investment, Self-Managed Superannuation Funds and strategic planning.
Alison is a CERTIFIED FINANCIAL PLANNER® with a Diploma in Financial Planning, and was recently the winner of Charter’s 2014 State Adviser of the Year.
Alison has been a member of the Salamanca Rotary Club for 10 years and has worked closely doing seminars and offering pro bono work for the Leukaemia foundation for the last 5 years.
Alison has also spoken on ABC radio a number of times on topical content, where she has been commended for her ability to explain financial concepts in simple terms.
Alison’s aim is to apply her knowledge, experience and passion, to positively change lives.
Office
Level 2, 100 Melville St Hobart TAS 7000
Contact: Alison Greenwood
Alison is passionate about Financial Literacy and empowering others to make smart financial decisions.
With close to 20 years in the Financial Planning Industry she has seen the huge change that has occurred within the financial planning profession and fully supports the need for more transparent, ethical and well researched advice.
Alison has the foundational education and qualifications to offer clients sound advice and ongoing support. With a Major in psychology and a Diploma in Human Resources, Alison feels enabled to understand the importance of communication, relationship with others and the psychology surrounding money.
Alison’s previous experience includes holding key roles as Financial Planning Manager and Principal of an accounting firm, where she learnt to apply her Diploma of Business Management in a corporate environment, before starting her own fee for service Financial Planning business, that specialises in direct investment, Self-Managed Superannuation Funds and strategic planning.
Alison is a CERTIFIED FINANCIAL PLANNER® with a Diploma in Financial Planning, and was recently the winner of Charter’s 2014 State Adviser of the Year.
Alison has been a member of the Salamanca Rotary Club for 10 years and has worked closely doing seminars and offering pro bono work for the Leukaemia foundation for the last 5 years.
Alison has also spoken on ABC radio a number of times on topical content, where she has been commended for her ability to explain financial concepts in simple terms.
Alison’s aim is to apply her knowledge, experience and passion, to positively change lives.
Office
Level 2, 100 Melville St Hobart TAS 7000
Contact: Alison Greenwood
Dominic Mulcahy – UNICA Wealth
BCom, DipFPm CA(FPS), CFP®
Dominic has been providing financial planning advice since 1998. He is a Certified Financial Planner® and Chartered Accountant (Financial Planning Specialist) with a Bachelor of Commerce from the University of Tasmania and a Diploma of Financial Planning from Deakin University. Dominic became a member of the Institute of Chartered Accountants in Australia in 1996 and is also a member of the Financial Planning Association of Australia Limited (FPA) and the Association of Financial Advisers(AFA).
Dominic has been recognised in the top 10 and 50 financial advisers in Australia on a number of occasions over the years, including more recently Australia’s Top 50 Financial Advisers in association with Barron’s.
Dominic provides advice across all financial planning aspects with specific expertise in the following areas:
Office
Level 1, 160 Collins Street Hobart TAS 7000
Contact: Dominic Mulcahy
BCom, DipFPm CA(FPS), CFP®
Dominic has been providing financial planning advice since 1998. He is a Certified Financial Planner® and Chartered Accountant (Financial Planning Specialist) with a Bachelor of Commerce from the University of Tasmania and a Diploma of Financial Planning from Deakin University. Dominic became a member of the Institute of Chartered Accountants in Australia in 1996 and is also a member of the Financial Planning Association of Australia Limited (FPA) and the Association of Financial Advisers(AFA).
Dominic has been recognised in the top 10 and 50 financial advisers in Australia on a number of occasions over the years, including more recently Australia’s Top 50 Financial Advisers in association with Barron’s.
Dominic provides advice across all financial planning aspects with specific expertise in the following areas:
- Pre-retirement wealth accumulation
- Retirement planning
- Self-Managed Superannuation Funds
- Strategic wealth management for family groups / multiple structures
- Business succession and risk management
- Not-for-profit consulting
Office
Level 1, 160 Collins Street Hobart TAS 7000
Contact: Dominic Mulcahy