Brisbane Financial Advisors

Compare Brisbane’s best financial advisorsand find your ideal match

4.9 from 150 Google Reviews

Newstead, 4006

07 3852 4114

Ben is a founding partner of My Wealth Solutions and is passionate about helping his clients achieve their financial goals. Always going above and beyond,
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Specialty Areas: High Net Worth, Holistic Advice, SMSFs

Chris Smith

Chris Smith

VISIS Private Wealth

Brisbane, 4000

2018 –“Holistic Advice Firm of the Year”, “SMSF Adviser of the Year” & “Investment Adviser of the Year) – ifa (Independent Financial Advisor Awards) 2015
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Guy Freeman

Guy Freeman

My Wealth Solutions

4.9 from 150 Google Reviews

Newstead, 4006

07 3852 4114

As a founding partner of My Wealth Solutions, Guy has a wide range of experience in all facets of finance and is passionate about providing
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Greg Cook

Greg Cook

Eureka Whittaker Macnaught

Brisbane, 4000

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
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Simon Davis

Simon Davis

VISIS Private Wealth

Brisbane, 4000

Independent Financial Advice Excellence Awards 2018 and 2017 – Winner of Holistic Advice Firm of the Year Independent Financial Advice Excellence Awards 2017 – Winner
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Mark Milner

Mark Milner

Tupicoffs

Brisbane, 4000

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
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Neil Kendall

Neil Kendall

Tupicoffs

Brisbane, 4000

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
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Olivia Maragna

Olivia Maragna

Aspire Retire

Woolloongabba, 4102

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
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James Kenny

James Kenny

HSP Private Wealth

Brisbane, 4000

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
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Sally Huynh

Sally Huynh

Shadforth Financial Group

Brisbane, 4000

Sally is a private client adviser in our Brisbane office. Prior to joining Shadforth, Sally was a financial adviser with Douglas Wenck, a boutique wealth
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Alan Baker Portrait

Alan Baker

Retirewell

Brisbane, 4000

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
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