Hobart Financial Advisors

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

Other qualifications:

• BA, LLB, DipFP, GDipAppFin, CFP®, GAICD, JP
• Principal and Private Client Adviser
• Authorised Representative of Lonsdale
• 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.

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.

Qualifications:

• B.Com, CPA (FPS), DipFP, CFP®, LRS Life Risk Specialist, GAICD
• Principal and Private Client Adviser
• Authorised Representative of Lonsdale

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 among 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.

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 the 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.

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24 years after founding a Financial Advisory firm in Hobart, Strategic Financial Planning & Insurance, Todd and the other directors of Strategic, merged their business with like-minded advisory firm Invest Blue in 2021. This has been an exciting change as Invest Blue have the same passion for its people and clients. The merger has created a business of scale that allows us to be big enough to deliver in an ever-changing world, but still small enough to provide the care and family feel that people in Hobart have come to love about us.

At Invest Blue we feel that financial planning is so much more than investing people’s money. We spend time with our clients to really understand what they want out of life and then act as lifelong mentors and coach to assist them in achieving their goals.

Once we have identified (and quantified) these objectives we then help our clients make smart decisions with their money, and avoid silly mistakes. This is done through providing comprehensive recommendations via the development of a financial plan.

This financial plan then forms the basis for our ongoing coaching and review service. Even the likes of Greg Norman, Michael Jordan and Cathy Freeman had coaches and our process is designed to review the progress towards objectives, make any necessary adjustments and maximise the chance of success.

At Invest Blue we will partner with you throughout life's journey.

• Specialties: Planning and Coaching
• Wealth Accumulation strategies such as Self Managed Superannuation Funds
• Cash Flow Management
• Borrowing to Invest
• Portfolio Management
• Salary Packaging
• Tax Effective Investments
• Estate Planning
• Death, Disability, Trauma and Income Protection Insurance

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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 in 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.

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Jackie is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.

Jackie prides herself on building enduring relationships and providing tailored solutions that deliver optimal outcomes for her clients.  She works with a broad range of individuals, from busy professionals with complex needs who are looking to outsource their financial affairs, through to more mature professionals and small business owners who are looking to cut back on work and spend time pursuing more pleasurable pursuits such as travel or time with their grandchildren

Education and experience

Jackie holds an Advanced Diploma in Financial Services (Financial Planning) as well as the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the industry's highest accreditation. She is a member of the Financial Advice Association Australia (FAAA).

Jackie commenced her career in the financial services industry in South Africa over 30 years ago and relocated to Hobart in 2001, where she continues to deliver strategic and holistic advice to high net worth, institutional and not-for-profit clients.

Awards and industry recognition

Jackie has been recognised with the following awards:

• The Financial Standard Power 50 in 2023
• The Financial Standard Power 50 in 2022
• Financial Adviser of the Year at the Women in Finance Awards in 2020

"We feel confident in these uncertain times that we can continue to maintain our present comfortable lifestyle." Robert Dawkins (client since 2018)

"Being made aware of the Managed Portfolio Service and making the decision to use it. Simply put, I feel we do not need to unnecessarily stress or worry about our funds while they are being overseen by Jackie Kirkwood." Helen Rose (client since 2019)

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Michael has over 12 years of 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.

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​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

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