The best financial advisors in Brisbane.
Certified Financial Planner
BACKGROUND Mark joined Tupicoffs after owning and managing a successful customer services business for several years. He has over fifteen years’ experience providing comprehensive financial advice to clients, and prides himself on high standards of professionalism and personal service. Mark… More info
Certified Financial Planner
Neil joined Tupicoffs in 2002 after spending many years with major financial institutions. Neil was General Manager with the National Australia Bank running one of their financial planning divisions with over 120 advisers. Neil also spent seven years with Bankers… More info
Managing Director
James Kenny is the Managing Director of HSP Private Wealth. James’ career spans more than 20 years in financial services. James spent eleven years working as a financial adviser within a number of high profile Brisbane-based boutique Financial Planning firms prior… More info
Co-Founder
When Olivia Maragna co-founded Aspire Retire Financial Services with her husband and business partner Stephen Degiovanni in 2003, she was already ahead of the pack when it came to managing money and investments. She bought her first shares at the… More info
Associate Director
An Associate Director of the practice, Alan is a Certified Financial Planner® (the Financial Planning Association’s highest professional designation) and has completed the Diploma of Financial Planning through Deakin University and a Master of Commerce (Financial Planning) degree with Distinction… More info
Private Client Adviser
Sally is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group. Sally holds a Bachelor of Business degree from Griffith University and was the top graduate from her year. She also has a Diploma of Export… More info
Managing Director
As co-founder of Aspire Retire Financial Services in 2003, Stephen Degiovanni brought more than 20 years experience to the business, in providing professional accounting and financial advice to clients in tier-one chartered accounting firms and national stockbrokers. A specialist in… More info
Director and Financial Adviser
Patricia Garcia has been in the financial services industry since 2008. Prior to joining WB Financial, she worked for a seed stage venture investment company as an Investment Associate. Patricia is passionate and committed to providing holistic financial planning advice… More info
Chief Executive Officer
Greg is a financial planner, Eureka co-founder, and Chief Executive Officer of Eureka Whittaker Macnaught. In 2010 Greg became a member of the Financial Planning Association’s (FPA) Conduct Review Commission, was the FPA national conference chair for 2010 and 2011,… More info
Director and Independent Financial Adviser
Neil is an inspiring leader and trailblazer within the financial planning community. Over the past decade, he has developed a strong client base and positioned the Brisbane office for growth. Neil is passionate about being independent and will play an… More info