Need Financial Advice in Melbourne?
We have listed the 10 best Melbourne Financial Planners
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Secure Your Financial Future Today with the Top Melbourne Financial Advisors in Australia:
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Corey Wastle - Verse Wealth
I’m a Financial Adviser and the founder of Verse Wealth. I started Verse because I felt like the industry was broken, and people needed a new kind of financial advice. We had a vision to make financial advice personal and impactful, without the commissions and kickbacks that have diminished the value of seeing a Financial Adviser for decades.
I’m a CERTIFIED FINANCIAL PLANNER® with the Financial Planning Association and a member of the Financial Planning Association (FPA).
If you want to get to know me better, you might appreciate this podcast. It gives you a really good sense for why I started Verse, how I think about advice and what’s most important to me when working with clients.
I’m a Financial Adviser and the founder of Verse Wealth. I started Verse because I felt like the industry was broken, and people needed a new kind of financial advice. We had a vision to make financial advice personal and impactful, without the commissions and kickbacks that have diminished the value of seeing a Financial Adviser for decades.
I’m a CERTIFIED FINANCIAL PLANNER® with the Financial Planning Association and a member of the Financial Planning Association (FPA).
If you want to get to know me better, you might appreciate this podcast. It gives you a really good sense for why I started Verse, how I think about advice and what’s most important to me when working with clients.
Our Approach
At Verse, our approach is wildly different to most of the industry. We believe financial advice is a deeply personal experience. The challenges are real, the stakes are high, and the impact can be transformative. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here.
Our Clients
We work with professionals, families, entrepreneurs and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or perhaps have been thinking but not acting for a long time.
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘We’re on track in a huge way, thanks to Verse.’ Richard. S
‘I could not be happier with their professionalism and knowledge.’ James. F
‘We’ve achieved so many goals with the help of Verse’. Liz. G
‘The Verse team will change your lives forever.’ Stephen. S
‘The efficiency and individualisation of the whole process has been 5 star.’ Luke. S
At Verse, our approach is wildly different to most of the industry. We believe financial advice is a deeply personal experience. The challenges are real, the stakes are high, and the impact can be transformative. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here.
Our Clients
We work with professionals, families, entrepreneurs and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or perhaps have been thinking but not acting for a long time.
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘We’re on track in a huge way, thanks to Verse.’ Richard. S
‘I could not be happier with their professionalism and knowledge.’ James. F
‘We’ve achieved so many goals with the help of Verse’. Liz. G
‘The Verse team will change your lives forever.’ Stephen. S
‘The efficiency and individualisation of the whole process has been 5 star.’ Luke. S
Office
Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Michael Abrahamsson - Flinders Wealth
Michael is a founding partner at Flinders Wealth, a Financial Planning practice located in Melbourne and Mornington. For over a decade Michael has helped aspirational and financially successful clients make smart choices with their money, get their financial house in order and increase their wealth.
Michael will put together a tailored Financial Roadmap based on your personal situation – a step by step list of actions items that will give you confidence you are making smart financial decisions. Having one person leading a team that coordinates, consolidates and implements a game plan for your finances makes your life simpler and allows you to focus your time on things that are more important to you.
Michael is a CERTIFIED FINANCIAL PLANNER® and holds a Bachelor of Business & Commerce and Graduate Diploma of Applied Finance. He is a member of the Financial Planning Association of Australia, assists in the delivery of the Masters level CFP® Program and is a CFP® subject assessor.
As a leading industry voice Michael has been featured in media outlets such as: The Age, Sydney Morning Herald, Professional Planner, Vice Magazine and RMIT Radio.
Michael is a specialist in the following areas:
Client Testimonial
“I have the utmost regard for his professional services and the very thorough process put in place to ensure that he fully understand a clients’ current financial position, future wealth aspirations and risk profile. His advice following this assessment is not only comprehensive, but, is also presented to the client in an informative document for due consideration. Michael has always provided me with sound and sincere financial advice and I value highly his judgement in these matters. His veracity and integrity is without question and I would not hesitate, if asked, to recommend his services to others.” Robert Redman, Melbourne VICTORIA
Office
28 Drummond Street, Carlton VIC 3053
Contact: Michael Abrahamsson
Michael is a founding partner at Flinders Wealth, a Financial Planning practice located in Melbourne and Mornington. For over a decade Michael has helped aspirational and financially successful clients make smart choices with their money, get their financial house in order and increase their wealth.
Michael will put together a tailored Financial Roadmap based on your personal situation – a step by step list of actions items that will give you confidence you are making smart financial decisions. Having one person leading a team that coordinates, consolidates and implements a game plan for your finances makes your life simpler and allows you to focus your time on things that are more important to you.
Michael is a CERTIFIED FINANCIAL PLANNER® and holds a Bachelor of Business & Commerce and Graduate Diploma of Applied Finance. He is a member of the Financial Planning Association of Australia, assists in the delivery of the Masters level CFP® Program and is a CFP® subject assessor.
As a leading industry voice Michael has been featured in media outlets such as: The Age, Sydney Morning Herald, Professional Planner, Vice Magazine and RMIT Radio.
Michael is a specialist in the following areas:
- Retirement Planning, Superannuation Strategies & Self-Managed Super Funds
- Investment Management
- Inheritance Planning
- Taxation Strategies and Estate Planning
- Life Insurance and Income Protection
Client Testimonial
“I have the utmost regard for his professional services and the very thorough process put in place to ensure that he fully understand a clients’ current financial position, future wealth aspirations and risk profile. His advice following this assessment is not only comprehensive, but, is also presented to the client in an informative document for due consideration. Michael has always provided me with sound and sincere financial advice and I value highly his judgement in these matters. His veracity and integrity is without question and I would not hesitate, if asked, to recommend his services to others.” Robert Redman, Melbourne VICTORIA
Office
28 Drummond Street, Carlton VIC 3053
Contact: Michael Abrahamsson
Cameron Howlett - Independent Wealth Partners
Cameron is the founding partner of Independent Wealth Partners, a financial planning practice based in Melbourne which provides truly independent advice to its clients. He is a Certified Financial Planner, an accredited SMSF Specialist Advisor™ and a Registered Tax Agent with the Tax Practitioners Board of Australia, whilst he has worked on the Financial Planning Associations CFP Board Committee.
Having won numerous industry awards, he is the "2015 National Investment Adviser of the Year" awarded by the Independent Financial Adviser (IFA) Magazine, whilst also being a finalist in the 2015 SMSF Adviser of the Year. He was nominated again in 2016 as a finalist for SMSF Adviser of the Year as well as Investment Adviser of the Year, whilst again in 2017 for SMSF Adviser of the Year.
Cameron writes and is quoted regularly on Financial Planning issues in the Age, Australian Financial Review and The Australian and has been profiled in BRW Magazine.
Why are we independent?
Unfortunately, for too long the public has not been able to trust in the advice of most financial planners. Tainted by commissions and schemes designed to sell the product of their masters has meant that most advice couldn’t be relied upon. When starting our business, we wanted to be different. We wanted our business to reflect who we were. As such, our advice is 100% independent. We receive no ‘kick backs’ or ‘incentives’ from any product or investment that we recommend to you. None. Never. 0%. Ever, ever, ever. Our work is paid for by the fee you agree to before we start. This allows us to be ruthless about the effectiveness of the strategies, products and services we recommend to you. If we think something is a good idea it’s because we think it is a good idea, not because someone offered us an incentive. To learn more about who we are click here.
How we do it?
Cameron and his partners at Independent Wealth Partners work with their clients to help them understand and achieve their dreams, goals and aspirations. We do this by working together to give advice that empowers our clients to align ‘their money’ with the things that matter to them most, giving them the clarity, control and freedom to live a full life.
For some clients, this might be spending 6 months travelling the world, or maybe a dream of a quiet life in the country, or perhaps its being able to get out of the rat race and retire as soon as possible. Our specialty is to help our clients identify what they want to do, provide independent advice tailored to this and then chart a course to ensure it's achieved.
We’re working for you. Full stop.
Testimonials
“Independent Wealth Partners and in particular Cameron Howlett have recently steered me back on track with my finances after I had received some extremely poor financial advice from my previous financial adviser, who I had been seeing for some years. I am forever grateful to Cameron for his honesty, competence and professionalism as a financial adviser, he has filled me with the confidence that I am now finally on the right path to achieving the goals I had originally set out a few years ago.” Sarah Fitzgerald
“Cameron is so diligent with his follow up and level of knowledge he shares with us. He works hard to understand our future goals and work within our current situation, to provide us the best possible outcomes. He has been integral to sorting our finances and helping create some security to our family and the future.” John and Helen Fitzgibbon
Book in a call by clicking on this link or check out more about Independent Wealth Partners
Office
Independent Wealth Partners
L3, 530 Collins St, Melbourne Vic 3000
Contact – Cameron Howlett or phone 03 83939371
Cameron is the founding partner of Independent Wealth Partners, a financial planning practice based in Melbourne which provides truly independent advice to its clients. He is a Certified Financial Planner, an accredited SMSF Specialist Advisor™ and a Registered Tax Agent with the Tax Practitioners Board of Australia, whilst he has worked on the Financial Planning Associations CFP Board Committee.
Having won numerous industry awards, he is the "2015 National Investment Adviser of the Year" awarded by the Independent Financial Adviser (IFA) Magazine, whilst also being a finalist in the 2015 SMSF Adviser of the Year. He was nominated again in 2016 as a finalist for SMSF Adviser of the Year as well as Investment Adviser of the Year, whilst again in 2017 for SMSF Adviser of the Year.
Cameron writes and is quoted regularly on Financial Planning issues in the Age, Australian Financial Review and The Australian and has been profiled in BRW Magazine.
Why are we independent?
Unfortunately, for too long the public has not been able to trust in the advice of most financial planners. Tainted by commissions and schemes designed to sell the product of their masters has meant that most advice couldn’t be relied upon. When starting our business, we wanted to be different. We wanted our business to reflect who we were. As such, our advice is 100% independent. We receive no ‘kick backs’ or ‘incentives’ from any product or investment that we recommend to you. None. Never. 0%. Ever, ever, ever. Our work is paid for by the fee you agree to before we start. This allows us to be ruthless about the effectiveness of the strategies, products and services we recommend to you. If we think something is a good idea it’s because we think it is a good idea, not because someone offered us an incentive. To learn more about who we are click here.
How we do it?
Cameron and his partners at Independent Wealth Partners work with their clients to help them understand and achieve their dreams, goals and aspirations. We do this by working together to give advice that empowers our clients to align ‘their money’ with the things that matter to them most, giving them the clarity, control and freedom to live a full life.
For some clients, this might be spending 6 months travelling the world, or maybe a dream of a quiet life in the country, or perhaps its being able to get out of the rat race and retire as soon as possible. Our specialty is to help our clients identify what they want to do, provide independent advice tailored to this and then chart a course to ensure it's achieved.
We’re working for you. Full stop.
Testimonials
“Independent Wealth Partners and in particular Cameron Howlett have recently steered me back on track with my finances after I had received some extremely poor financial advice from my previous financial adviser, who I had been seeing for some years. I am forever grateful to Cameron for his honesty, competence and professionalism as a financial adviser, he has filled me with the confidence that I am now finally on the right path to achieving the goals I had originally set out a few years ago.” Sarah Fitzgerald
“Cameron is so diligent with his follow up and level of knowledge he shares with us. He works hard to understand our future goals and work within our current situation, to provide us the best possible outcomes. He has been integral to sorting our finances and helping create some security to our family and the future.” John and Helen Fitzgibbon
Book in a call by clicking on this link or check out more about Independent Wealth Partners
Office
Independent Wealth Partners
L3, 530 Collins St, Melbourne Vic 3000
Contact – Cameron Howlett or phone 03 83939371
Chris Morcom – Hewison Private Wealth
Chris is a Director & Private Client Adviser at Hewison Private Wealth. With over 20 years at the firm, Chris has the experience and dedication to help you secure your financial future.
Chris is a strategic financial planning expert who possesses a strong background in superannuation and SMSF strategies as well as investment markets, financial management and estate planning.
Apart from his client advisory and management role, Chris is responsible for the company’s continuing professional development program and is a member of the Company’s Board of Management.
Chris has a Bachelor of Business degree and a Diploma of Financial Planning. He has also awarded the Certified Practicing Accountant (Financial Planning Specialist) and the internationally recognised CERTIFIED FINANCIAL PLANNER® designation having completed the respective study programs.
Chris is a highly awarded individual within one of Melbourne’s best financial advice firms:
Chris is regularly quoted as a financial planning expert in the Australian Financial Review. And Hewison Private Wealth and Chris regularly host investor insight seminars – contact Hewison Private Wealth for details.
Client Testimonials
"Our relationship with Chris has been a successful one, both financially and in the peace of mind he provides. We have every confidence in Hewison Private Wealth and have recommended the firm to friends and family members, and many of them are now HPW clients. We have not had one bad report. We are happy to recommend Hewison Private Wealth to any prospective client and we are confident that they can meet your needs."
Kevin S & Chris H, Melbourne
"I have been a client of Hewison Private Wealth since 1998 and have been completely satisfied with their advice, guidance and personal service. I have achieved consistent returns over this entire time and have been able to retire on a very generous pension."
Peter C, Melbourne
Office
Level 8, 417 St Kilda Road Melbourne VIC 3004
Contact: Chris Morcom
Chris is a Director & Private Client Adviser at Hewison Private Wealth. With over 20 years at the firm, Chris has the experience and dedication to help you secure your financial future.
Chris is a strategic financial planning expert who possesses a strong background in superannuation and SMSF strategies as well as investment markets, financial management and estate planning.
Apart from his client advisory and management role, Chris is responsible for the company’s continuing professional development program and is a member of the Company’s Board of Management.
Chris has a Bachelor of Business degree and a Diploma of Financial Planning. He has also awarded the Certified Practicing Accountant (Financial Planning Specialist) and the internationally recognised CERTIFIED FINANCIAL PLANNER® designation having completed the respective study programs.
Chris is a highly awarded individual within one of Melbourne’s best financial advice firms:
- 'Editor’s Choice Award': SMF Accounting & Adviser Awards 2017
- SMSF Adviser of the Year (finalist): iFA Excellence Awards 2017 & 2018
- SMSF Adviser of the Year (winner): iFA Excellence Awards: 2015 and 2016.
- Top 10 advisers in Australia listed by Australian Financial Review Smart Investors Master class 2012 and named in the top 50 honour roll in 2010, 2011 and 2013.
- Top 20 in the Wealth Professional Magazines chart of the Top 50 Financial Advisers in Australia for 2012.
Chris is regularly quoted as a financial planning expert in the Australian Financial Review. And Hewison Private Wealth and Chris regularly host investor insight seminars – contact Hewison Private Wealth for details.
Client Testimonials
"Our relationship with Chris has been a successful one, both financially and in the peace of mind he provides. We have every confidence in Hewison Private Wealth and have recommended the firm to friends and family members, and many of them are now HPW clients. We have not had one bad report. We are happy to recommend Hewison Private Wealth to any prospective client and we are confident that they can meet your needs."
Kevin S & Chris H, Melbourne
"I have been a client of Hewison Private Wealth since 1998 and have been completely satisfied with their advice, guidance and personal service. I have achieved consistent returns over this entire time and have been able to retire on a very generous pension."
Peter C, Melbourne
Office
Level 8, 417 St Kilda Road Melbourne VIC 3004
Contact: Chris Morcom
Wade Ritchie – Shadforth Financial Group
Wade Ritchie is a private client adviser with Shadforth. He has been providing financial planning advice since 2002 and moved to Melbourne in 2005 from Mackay, Queensland. Wade is a CERTIFIED FINANCIAL PLANNER® practitioner which is the highest qualification in the financial planning profession. He also holds the LRS® Life Risk Specialist designation, a Master of Personal Financial Planning, a Diploma of Financial Planning and, a Bachelor of Engineering (Mechanical) with first class honours.
Wade has been named the top ranked adviser in Australia for 2012 in the prestigious AFR Smart Investor Top 50 Masterclass for Financial Planning. Wade was also named in the AFR Smart Investor Masterclass for Financial Planning in 2008 and 2010. His other achievements include a university medal for academic results in his Bachelor of Engineering and becoming a justice of the peace.
Wade experiences great personal satisfaction from assisting clients to achieve what is important to them through the implementation of quality advice and the clear and precise communication of complicated topics.
He specialises in the development of strategic comprehensive advice to executives and professionals in the areas of superannuation, taxation, wealth management, insurance, executive remuneration and retirement planning.
Client Endorsements
“Wade’s expertise and knowledge of financial markets is first class which makes us very comfortable with his recommendations to help us realise our financial objectives.” Iljac and Joan Aljitovic, Altona Victoria
“Wade Ritchie helps us realise our financial objectives by giving us precise advice at our regular meetings. He is always there to explain situations that may arise from time to time regarding our finances. We have extreme confidence in his assessments.” Barry and Maureen Lake, Donvale Victoria “
Wade has worked closely with us over the last few years to ensure we are on track to being financially secure in our retirement. Being in our mid 30s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our young family.” Kristine Galea, Hillside Victoria
Office
Level 21, HWT Tower 40 City Road Southbank VIC 3006
Contact: Wade Ritchie
Wade Ritchie is a private client adviser with Shadforth. He has been providing financial planning advice since 2002 and moved to Melbourne in 2005 from Mackay, Queensland. Wade is a CERTIFIED FINANCIAL PLANNER® practitioner which is the highest qualification in the financial planning profession. He also holds the LRS® Life Risk Specialist designation, a Master of Personal Financial Planning, a Diploma of Financial Planning and, a Bachelor of Engineering (Mechanical) with first class honours.
Wade has been named the top ranked adviser in Australia for 2012 in the prestigious AFR Smart Investor Top 50 Masterclass for Financial Planning. Wade was also named in the AFR Smart Investor Masterclass for Financial Planning in 2008 and 2010. His other achievements include a university medal for academic results in his Bachelor of Engineering and becoming a justice of the peace.
Wade experiences great personal satisfaction from assisting clients to achieve what is important to them through the implementation of quality advice and the clear and precise communication of complicated topics.
He specialises in the development of strategic comprehensive advice to executives and professionals in the areas of superannuation, taxation, wealth management, insurance, executive remuneration and retirement planning.
Client Endorsements
“Wade’s expertise and knowledge of financial markets is first class which makes us very comfortable with his recommendations to help us realise our financial objectives.” Iljac and Joan Aljitovic, Altona Victoria
“Wade Ritchie helps us realise our financial objectives by giving us precise advice at our regular meetings. He is always there to explain situations that may arise from time to time regarding our finances. We have extreme confidence in his assessments.” Barry and Maureen Lake, Donvale Victoria “
Wade has worked closely with us over the last few years to ensure we are on track to being financially secure in our retirement. Being in our mid 30s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our young family.” Kristine Galea, Hillside Victoria
Office
Level 21, HWT Tower 40 City Road Southbank VIC 3006
Contact: Wade Ritchie
Trent Alexander – Financial Planning Expert
Trent is one of the few independent financial planners in Australia and is the founder and director of Financial Planning Expert Pty Ltd. Trent is not affiliated with any financial institutions and prides himself on providing independent advice that is free of bias and influence.
Trent is a CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA) and also holds SMSF Specialist Advisor certification with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA).
Trent specialises in Self-Managed Superannuation Funds (SMSF’s), Estate Planning, Tax Strategies, Life Insurance, Retirement Planning and Investing.
Trent is recognised as a financial advice expert and is regularly quoted in the media and has appeared on Today Tonight on Channel 7.
Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. He is also completing a Master in Commerce (Financial Planning) and a Diploma of Share Trading and Investment.
Office
242 Hawthorn Road Caulfield VIC 3161 and 29 Winona Road Mount Eliza VIC 3930
Contact: Trent Alexander
Trent is one of the few independent financial planners in Australia and is the founder and director of Financial Planning Expert Pty Ltd. Trent is not affiliated with any financial institutions and prides himself on providing independent advice that is free of bias and influence.
Trent is a CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA) and also holds SMSF Specialist Advisor certification with the Self-Managed Super Fund Professionals’ Association of Australia (SPAA).
Trent specialises in Self-Managed Superannuation Funds (SMSF’s), Estate Planning, Tax Strategies, Life Insurance, Retirement Planning and Investing.
Trent is recognised as a financial advice expert and is regularly quoted in the media and has appeared on Today Tonight on Channel 7.
Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. He is also completing a Master in Commerce (Financial Planning) and a Diploma of Share Trading and Investment.
Office
242 Hawthorn Road Caulfield VIC 3161 and 29 Winona Road Mount Eliza VIC 3930
Contact: Trent Alexander
Paul Kearney – Kearney Group Financial Services
Founder & CEO
B. Commerce (Melbourne), CPA, CFP®
Paul Kearney is the founder and CEO of the award-winning Kearney Group, which has been providing holistic financial services since 1986. Paul holds a Bachelor of Commerce from the University of Melbourne, and is both a Certified Financial Planner and Certified Practicing Accountant.
Under his leadership, the Kearney Group has been widely recognised for its commitment to professional excellence, client service and innovation in business. Most notable are the firm’s National Practice of the Year titles in 2014 and 2011, and its Victorian awards in 2008, 2010, 2012 and 2015. Paul was named Adviser of the Year in 2010 and the Financial Planning Association’s Best Practice Awards runner-up in 2013.
Paul currently sits on Securitor Financial Group’s National Advisory Committee.
He is a Director of renowned social enterprises, The Big Issue and Homes for Homes. Paul also extends pro-bono services to the non-profit women’s health organisation Ovarian Cancer Australia.
Office
Suit 8, 651 Victoria Street Abbotsford VIC 3067
Contact: Paul Kearney
Founder & CEO
B. Commerce (Melbourne), CPA, CFP®
Paul Kearney is the founder and CEO of the award-winning Kearney Group, which has been providing holistic financial services since 1986. Paul holds a Bachelor of Commerce from the University of Melbourne, and is both a Certified Financial Planner and Certified Practicing Accountant.
Under his leadership, the Kearney Group has been widely recognised for its commitment to professional excellence, client service and innovation in business. Most notable are the firm’s National Practice of the Year titles in 2014 and 2011, and its Victorian awards in 2008, 2010, 2012 and 2015. Paul was named Adviser of the Year in 2010 and the Financial Planning Association’s Best Practice Awards runner-up in 2013.
Paul currently sits on Securitor Financial Group’s National Advisory Committee.
He is a Director of renowned social enterprises, The Big Issue and Homes for Homes. Paul also extends pro-bono services to the non-profit women’s health organisation Ovarian Cancer Australia.
Office
Suit 8, 651 Victoria Street Abbotsford VIC 3067
Contact: Paul Kearney
Paul Moran – Morgan Partners Financial Planning
Paul Moran is an Authorised Representative of Guardian Financial Planning and a CERTIFIED FINANCIAL PLANNER® practitioner.
Paul has been involved in Financial Planning for 17 years, and has held roles as State Training Manager and Regional Manager with a major Bank and Executive Manager with a large public sector super fund.
He is authorised to provide you with advice in the following areas:
Paul is also authorised to advise regarding:
Paul specialises in the following areas:
Paul commenced his private financial practice in 2001, and actively seeks out low cost, efficient investment structures for his clients. He offers to review his financial planning clients at least twice per year, and is pro-active in his advice. Paul is committed to public education and regularly presents at public seminars. He is a senior lecturer with FINSIA and received the Practitioner Award in 2003. He is regularly quoted in the Financial Review, Melbourne Age and Sydney Morning Herald as well as a number of lifestyle magazines.
Office
767a Nicholson Street Carlton North VIC 3054
Contact: Paul Moran
Paul Moran is an Authorised Representative of Guardian Financial Planning and a CERTIFIED FINANCIAL PLANNER® practitioner.
Paul has been involved in Financial Planning for 17 years, and has held roles as State Training Manager and Regional Manager with a major Bank and Executive Manager with a large public sector super fund.
He is authorised to provide you with advice in the following areas:
- Credit Assistance (excluding broking services)
- Deposit and Payment Products
- Derivatives
- Life products
- Debentures, stocks or bonds issued or proposed to be issued by government
- Interests in Managed Investment Schemes including Investor Directed Portfolio Services
- Securities
- Standard Margin Lending Facility
- Superannuation
Paul is also authorised to advise regarding:
- Hedge Funds
- Gearing / margin Lending strategies
- Direct Securities listed on ASX200
- Self Managed Superannuation Funds
Paul specialises in the following areas:
- Superannuation and Retirement Planning
- Pensions
- Self Managed and Superannuation Funds
- State Government Superannuation Schemes
Paul commenced his private financial practice in 2001, and actively seeks out low cost, efficient investment structures for his clients. He offers to review his financial planning clients at least twice per year, and is pro-active in his advice. Paul is committed to public education and regularly presents at public seminars. He is a senior lecturer with FINSIA and received the Practitioner Award in 2003. He is regularly quoted in the Financial Review, Melbourne Age and Sydney Morning Herald as well as a number of lifestyle magazines.
Office
767a Nicholson Street Carlton North VIC 3054
Contact: Paul Moran
Jeff Wain – APW Partners
Executive Director & Principal Adviser Jeff is an Executive Director and Principal Adviser of APW Partners and enjoys working with clients to help them manage and simplify their financial complexities. Jeff holds academic qualifications in economics, accounting, tax law, superannuation and financial planning. He was recognised as one of the top 50 financial advisers in Australia by the prestigious AFR Master class for five consecutive years from 2002 – 2006 and is an accredited SMSF Specialist Adviser (SSA).
With a passion and fascination for the interplay of financial markets and government tax and retirement policies, Jeff has also written extensively for print media on financial matters and is an avid reader. Jeff’s knowledge and expertise has been acquired over many years. His experience is particularly relevant to affluent families and individuals who seek comprehensive and structured wealth management advice that integrates with their lifestyle goals and objectives. Jeff attained CFP status in 2000 and has been a member of CPA Australia and the Taxation Institute for over 25 years.
Jeff is married to Ann with two adult children. Jeff enjoys snow skiing in winter and maintaining fitness throughout the year.
Office
The Como Centre, Suite 9, Level 3 299 Toorak Road South Yarra VIC 3141
Contact: Jeff Wain
Executive Director & Principal Adviser Jeff is an Executive Director and Principal Adviser of APW Partners and enjoys working with clients to help them manage and simplify their financial complexities. Jeff holds academic qualifications in economics, accounting, tax law, superannuation and financial planning. He was recognised as one of the top 50 financial advisers in Australia by the prestigious AFR Master class for five consecutive years from 2002 – 2006 and is an accredited SMSF Specialist Adviser (SSA).
With a passion and fascination for the interplay of financial markets and government tax and retirement policies, Jeff has also written extensively for print media on financial matters and is an avid reader. Jeff’s knowledge and expertise has been acquired over many years. His experience is particularly relevant to affluent families and individuals who seek comprehensive and structured wealth management advice that integrates with their lifestyle goals and objectives. Jeff attained CFP status in 2000 and has been a member of CPA Australia and the Taxation Institute for over 25 years.
Jeff is married to Ann with two adult children. Jeff enjoys snow skiing in winter and maintaining fitness throughout the year.
Office
The Como Centre, Suite 9, Level 3 299 Toorak Road South Yarra VIC 3141
Contact: Jeff Wain
Thabojan Rasiah – Rasiah Private Wealth
Thabojan Rasiah is a highly rated financial adviser. Having entered the financial advice profession 18 years ago, he has been recognised as being one of the Top 50 Advisers in Australia by Wealth Professional in 2012 and by the Australian Financial Review's 2011 Smart Investor Masterclass. Most recently, in 2017 he was recognised as one of the 50 Most Influential Financial Advisers in Australia by Financial Standard.
He appears on 3AW and ABC talk-back radio as a finance expert, writes a column in The Age/Sydney Morning Herald as well having written a monthly finance column for the national senior's newspaper, Fifty-Plus News.
Thabojan is a Certified Financial Planner (CFP®), the internationally recognised and pre-eminent representation of professional Financial Planners around the world. He continues to serve on various committees at the Financial Planning Association of Australia (FPA) with a particular passion for raising the professionalism and education standards in financial advice. He is also a Fellow of the Financial Services Institute of Australasia (FINSIA).
Prior to founding Rasiah Private Wealth Management, Thabojan worked with a number of boutique financial planning businesses as well as the most highly regarded large financial advice practice in the country for many years. He has therefore, enjoyed the experience of helping clientele from varied backgrounds from young wealth accumulators through to high net worth clients. In particular, Thabojan has developed specialist knowledge in providing advice to Medical Practitioners and Women in Transition.
Cleint Endorsement
“We are secure in the knowledge that thanks to Thabojan the management of our finances is in safe hands. Thabojan finds the most effective balance of investments, which enables us to meet our financial goals. Thabojan and his team are easily contactable and we can always obtain advice and information promptly. The assistance and advice is always consistent, whoever we are dealing with.” Mark Powell and Penny Scott Alphington, Melbourne
Office
Level 8, 419 Collins Street Melbourne VIC 3000
Contact: Thabojan Rasiah
Thabojan Rasiah is a highly rated financial adviser. Having entered the financial advice profession 18 years ago, he has been recognised as being one of the Top 50 Advisers in Australia by Wealth Professional in 2012 and by the Australian Financial Review's 2011 Smart Investor Masterclass. Most recently, in 2017 he was recognised as one of the 50 Most Influential Financial Advisers in Australia by Financial Standard.
He appears on 3AW and ABC talk-back radio as a finance expert, writes a column in The Age/Sydney Morning Herald as well having written a monthly finance column for the national senior's newspaper, Fifty-Plus News.
Thabojan is a Certified Financial Planner (CFP®), the internationally recognised and pre-eminent representation of professional Financial Planners around the world. He continues to serve on various committees at the Financial Planning Association of Australia (FPA) with a particular passion for raising the professionalism and education standards in financial advice. He is also a Fellow of the Financial Services Institute of Australasia (FINSIA).
Prior to founding Rasiah Private Wealth Management, Thabojan worked with a number of boutique financial planning businesses as well as the most highly regarded large financial advice practice in the country for many years. He has therefore, enjoyed the experience of helping clientele from varied backgrounds from young wealth accumulators through to high net worth clients. In particular, Thabojan has developed specialist knowledge in providing advice to Medical Practitioners and Women in Transition.
Cleint Endorsement
“We are secure in the knowledge that thanks to Thabojan the management of our finances is in safe hands. Thabojan finds the most effective balance of investments, which enables us to meet our financial goals. Thabojan and his team are easily contactable and we can always obtain advice and information promptly. The assistance and advice is always consistent, whoever we are dealing with.” Mark Powell and Penny Scott Alphington, Melbourne
Office
Level 8, 419 Collins Street Melbourne VIC 3000
Contact: Thabojan Rasiah
Mark Lowe – Financial Services Partners
Mark is recognised as a CERTIFIED FINANCIAL PLANNER® practitioner. He has completed a Bachelor of applied mathematics and in addition to completing a Diploma of Financial Planning.
In 2010 Mark was recognised as one of the top 50 financial advisers in Australia by the AFR Smart Investor Masterclass. He has worked in the finance industry for almost two decades and during that time has encountered a variety of issues. This provides Mark with a wealth of experience from which he can draw upon to help clients achieve their financial goals.
Office
Financial Services Partners Level 4, 224 Queen Street MELBOURNE VIC 3000
Contact: Mark Lowe
Mark is recognised as a CERTIFIED FINANCIAL PLANNER® practitioner. He has completed a Bachelor of applied mathematics and in addition to completing a Diploma of Financial Planning.
In 2010 Mark was recognised as one of the top 50 financial advisers in Australia by the AFR Smart Investor Masterclass. He has worked in the finance industry for almost two decades and during that time has encountered a variety of issues. This provides Mark with a wealth of experience from which he can draw upon to help clients achieve their financial goals.
Office
Financial Services Partners Level 4, 224 Queen Street MELBOURNE VIC 3000
Contact: Mark Lowe
Together with the Best Financial Advisors in Australia we can help you achieve your Financial Goals