The best financial advisors in Canberra.
Director, Financial Adviser
Phil has been a financial planner since 1996 and holds the following qualifications: Certified Financial Planner Masters of Management Bachelor of Commerce Diploma of Financial Planning Phil’s areas of expertise include: Comprehensive personal financial planning advice and wealth management for… More info
Founder, Financial Planner
Scott started Bravium in 2007. Since then, he’s built the business into one of Canberra’s top financial planning firms. During his 15 year career, Scott has been recognised four times by the AFR as a Top 50 Smart Investor. More info
Executive Director/Senior Financial Advisor
Qualifications Bachelor of Commerce Chartered Accountant (CA) Chartered Tax Adviser (CTA) Graduate Certificate in Financial Planning Certified Financial Planner (CFP) GAICD Memberships Fellow of the Institute of Chartered Accountants in Australia (FCA) Financial Planning Association of Australia (FPA) SMSF Professionals’… More info
Financial Planner, CFP®
Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner®. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is a recognised values-based adviser and Aged Care Guru.… More info
Principal
B.Bus, Dip. Ap. Ec., DFP Authorised Representative of Charter Financial Planning Pty Ltd ASIC Number: 252541 Email: russell@russelldew.com.au AXA Discovery Australian Planner of the Year 2007 Charter Financial Planning Limited, for which I am an Authorised Representative, has the expertise and… More info
Financial Planner
Ingrid commenced her career in financial services in 1996 and has been working in the field of financial planning since 2002. She is a Certified Financial Planner and long-standing member of the Financial Planning Association. Ingrid believes in building long… More info
Principal and Senior Advisor
Principal Andrew Cunich is an award-winning Adviser of the Year across multiple Australian Financial Services Licensees and together with his team, helps clients create, grow and protect their wealth, often from one generation to the next. Andrew has a passion… More info