Sydney Financial Advisors

Compare Sydney’s best financial advisorsand find your ideal match

Matt Leech

My Wealth Solutions

4.9 from 150 Google Reviews

Sydney, 2000

02 3813 8743

Matt loves helping people wherever he finds them and experiences fulfilment in improving their lives. Before joining My Wealth Solutions, Matt had worked with a
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Specialty Areas: Retirement Planning, Wealth Creation Specialist, Holistic Advice

Michelle Flanagan

Michelle Flanagan

The Wealth Designers

North Sydney, 2060

Michelle is a Certified Financial Planner® and has been in the industry for over 20 years.  It is her combined industry experience of being a
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Claire Mackay

Claire Mackay

Quantum Financial

Chatswood, 2067

Which describes you best? Are you are a successful professional or business owner who wants to increase your wealth while protecting your assets? Or you
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Tim Mackay

Tim Mackay

Quantum Financial

Chatswood, 2067

​I work with pre-retirees and retirees looking to fund their dream retirement. Senior professionals and successful business owners who have concerns managing their family’s wealth
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​James Gerrard

​James Gerrard

FinancialAdvisor.com.au

Sydney, 2000

James Gerrard is a CERTIFIED FINANCIAL PLANNER® professional having practiced within the industry since 2001.  He is a weekly writer in The Australian Newspaper wealth
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John Hollyman

John Hollyman

Eqeus

Sydney, 2000

Managing Director / Financial Planner John's background is about as financial as you can get. He studied a Bachelor of Business, majoring in Accounting and
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Greg Cook

Greg Cook

Eureka Whittaker Macnaught

Sydney, 2000

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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Chris Smith

VISIS Private Wealth

Sydney, 2000

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

Simon Davis

VISIS Private Wealth

Sydney, 2000

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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Jenny Kam

Jenny Kam

Solomon’s Ark

Sydney, 2000

The financial decisions you make today will determine the life you live tomorrow. My goal is to help you build the complete program you need
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Martin White

Martin White

Jacoby Cameron & Co

Sydney, 2000

Martin joined Jacoby Cameron & Co as an undergraduate in 1998 and qualified as a Chartered Accountant in 2001. Since that time Martin has been
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Craig Wilford

Craig Wilford

Nexia Court Financial Solutions

Sydney, 2000

Craig Wilford is the Director of the Financial Services division at Nexia Sydney. Craig has had over 25 years’ experience as an authorised financial planner,
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​Fergus Hardingham

​Fergus Hardingham

FM Financial Solutions

Pymont, 2009

Fergus is a CERTIFIED FINANCIAL PLANNER® practitioner and has been providing advice for over sixteen years to clients and helping them to understand their financial
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