Find The Best Financial Advisors In Hobart - Independent And Unbiased https://www.bestfinancialadvisors.com.au/hobart/ Wed, 18 Dec 2019 03:31:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://www.bestfinancialadvisors.com.au/wp-content/uploads/2019/12/cropped-australia-map-1-32x32.png Find The Best Financial Advisors In Hobart - Independent And Unbiased https://www.bestfinancialadvisors.com.au/hobart/ 32 32 Michael Fox https://www.bestfinancialadvisors.com.au/advisor/michael-fox/ Fri, 13 Dec 2019 06:30:19 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=844 Michael represents the future of financial planning in Australia being highly qualified, motivated and focused on delivering best practice outcomes for the clients of Main Street. Michael is well qualified having completed a Bachelor of Business, Master of Financial Planning degree, Self-Managed Super Fund course and is a Certified Financial Planner and Life Risk Specialist. […]

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]]> Michael represents the future of financial planning in Australia being highly qualified, motivated and focused on delivering best practice outcomes for the clients of Main Street. Michael is well qualified having completed a Bachelor of Business, Master of Financial Planning degree, Self-Managed Super Fund course and is a Certified Financial Planner and Life Risk Specialist. Michael is a member of a number of industry bodies such as the Financial Planning Association of Australia and is also a registered Tax (Financial) Adviser.

Michael enjoys utilising his skill set to assist others both through his role at Main Street as well as his involvement with community service organisations and charities. Outside the office Michael is a Director on the board of a not for profit community organisation, Montagu Community Living. In this role he is responsible for bringing knowledge in finance and strategic planning. Michael is also involved in a number of charities’ sub committees including IMPACT 100 Tasmania and the Make a Wish Foundation.

Michael specialises in providing strategic advice to busy professionals, self-funded retirees and motivated young professionals. Michael has an active interest in how innovation and technology can be applied to enhance the outcomes for clients.

Michael has co-written an E-Book ‘Super Strategies’ with Charles Badenach and Rebecca Fergusson.

Completed Qualifications

  • Master of Financial Planning, Kaplan Professional, July 2019
  • FASEA (Financial Adviser Standards and Ethics Authority) Financial Adviser Exam, June 2019
  • Registered Tax (Financial) Adviser, Tax Practitioners Board of Australia, February 2018
  • Certified Financial Planner Course, Financial Planning Association of Australia, June 2017
  • Life Risk Specialist Course, Financial Planning Association of Australia, October 2017
  • Self Managed Super Fund Course (SMSF), Kaplan Professional, April 2017
  • Graduate Diploma in Financial Planning, Kaplan Professional, July 2016
  • Graduate Certificate in Financial Planning, Kaplan Professional, February 2016
  • Bachelor of Business (Finance and Management Major), University of Tasmania, June 2015

Publications

  • “5 Common Financial Mistakes Made By people In My Generation”, October 2017
  • “Super Strategies”, published EBook & Hard Copy, June 2018

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.

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]]> Matthew Hawkins https://www.bestfinancialadvisors.com.au/advisor/matthew-hawkins/ Fri, 13 Dec 2019 06:25:43 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=841 Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director of the Association of Financial Advisers. Matthew’s specialities include retirement planning, insurance advice and wealth […]

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]]> Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director of the Association of Financial Advisers.

Matthew’s specialities include retirement planning, insurance advice and wealth accumulation strategies. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

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]]> Simon Ashman https://www.bestfinancialadvisors.com.au/advisor/simon-ashman/ Fri, 13 Dec 2019 06:22:22 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=838 Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics via the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®. Simon’s passion […]

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]]> Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics via the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®.

Simon’s passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and is also accredited to provide advice regarding mortgage products to assist clients with their home loan requirements.

Simon is married to Lauren and they have a young daughter, Lucy. When not at work, Simon enjoys playing basketball or touch football and keeping active.

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]]> Todd Burrows https://www.bestfinancialadvisors.com.au/advisor/todd-burrows/ Fri, 13 Dec 2019 06:19:05 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=836 Todd started Strategic Financial Planning in 1996 having always strived to build a business like Strategic.  Todd has guided the business through various evolutions.  Seeing value in holding the highest qualifications, Todd was one of the first planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is […]

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]]> Todd started Strategic Financial Planning in 1996 having always strived to build a business like Strategic.  Todd has guided the business through various evolutions.  Seeing value in holding the highest qualifications, Todd was one of the first planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through our immersive coaching process, helping them achieve their goals.

No matter what your stage of life is, Todd can tailor a financial package to suit your personal situation. He understands that no two clients are the same! He will work with you every step of the way and through every major event that occurs in your life, to achieve financial freedom.

Todd has an ongoing relationship with his clients through regular reviews, personalised advice and market updates. His role is to be your financial coach.

Todd’s interests outside work include keeping fit by competing in multisport events, wind surfing, playing the guitar and following his beloved Brisbane Lions. Todd is married to Natalie and has two daughters, Emily and Sophie.

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]]> Tim Breen https://www.bestfinancialadvisors.com.au/advisor/tim-breen/ Fri, 13 Dec 2019 02:14:15 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=833 Tim is a Private Client Adviser in the Hobart office for the Shadforth Financial Group. 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 of Financial Planning from the Financial Services Institute of Australia. Tim is also an associate […]

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]]> Tim is a Private Client Adviser in the Hobart office for the Shadforth Financial Group.

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 of Financial Planning from the Financial Services Institute of Australia. Tim is also 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 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 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.

Away from work, 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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]]> Cameron Pereira https://www.bestfinancialadvisors.com.au/advisor/cameron-pereira/ Fri, 13 Dec 2019 02:10:05 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=832 Cameron has over 10 years of experience in the financial services industry and has been providing financial planning advice since 2010. He is a Certified Financial Planner® and holds a Bachelor of Commerce from the University of Tasmania, as well as a Graduate Diploma in Financial Planning and a Masters in Applied Finance from Kaplan […]

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]]> Cameron has over 10 years of experience in the financial services industry and has been providing financial planning advice since 2010. He is a Certified Financial Planner® and holds a Bachelor of Commerce from the University of Tasmania, as well as a Graduate Diploma in Financial Planning and a Masters in Applied Finance from Kaplan Professional Education. Cameron is a member of the Financial Planning Association of Australia (FPA).

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]]> Dominic Mulcahy https://www.bestfinancialadvisors.com.au/advisor/dominic-mulcahy/ Fri, 13 Dec 2019 02:08:55 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=831 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 […]

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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 Association of Financial Advisers (AFA)

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]]> Rebecca Fergusson https://www.bestfinancialadvisors.com.au/advisor/rebecca-fergusson/ Fri, 13 Dec 2019 06:32:29 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=775 Rebecca Fergusson is a Certified Financial Planner with a strong background in accounting (Certified Practising Accountant). Rebecca has been providing strategic financial planning advice to private clients, business owners and charitable foundations for over 20 years. Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant […]

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]]> Rebecca Fergusson is a Certified Financial Planner with a strong background in accounting (Certified Practising Accountant). Rebecca has been providing strategic financial planning advice to private clients, business owners and charitable foundations for over 20 years.

Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist). She has also completed a Diploma of Financial Planning through Deakin University. Rebecca is a Certified Financial Planner™ practitioner and has been involved with the Hobart Chapter of the State Council of the Financial Planning Association for a number of years (including time as Chair). She is a graduate member of the Australian Institute of Company Directors.

Rebecca was named in 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 has 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 specialises in strategic financial planning, insurance and investment advice for private clients 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.

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 investment, and insurance statements. We look forward to working with you.

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]]> Jonathan Elliot https://www.bestfinancialadvisors.com.au/advisor/jonathan-elliot/ Fri, 13 Dec 2019 06:50:00 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=773 Qualifications Bachelor of Commerce Diploma of Financial Planning Certified Financial Planner Jonathan’s role Jonathan helps our clients build, protect and manage their wealth — using cash flow management, sound investment strategies, risk insurance, and estate planning. About Jonathan Born and raised in Hobart, Jonathan is the youngest in a family of four boys. His outlook […]

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]]> Qualifications

Bachelor of Commerce

Diploma of Financial Planning

Certified Financial Planner

Jonathan’s role

Jonathan helps our clients build, protect and manage their wealth — using cash flow management, sound investment strategies, risk insurance, and estate planning.

About Jonathan

Born and raised in Hobart, Jonathan is the youngest in a family of four boys.

His outlook on life was influenced from a very early age by the death of both parents from cancer. Rather than break him, the loss became a motivation to live every moment to the fullest.

Jonathan loved sports from an early age, and his ideas of ‘relaxation’ include mountain biking, road cycling, surfing, hockey, skiing, snowboarding, and occasionally even the more leisurely pastime of fishing. Between all the action, he’s also a keen photographer.

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]]> Peter Mancell https://www.bestfinancialadvisors.com.au/advisor/peter-mancell/ Fri, 13 Dec 2019 07:00:16 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=769 Peter has helped a very diverse range of clients with their financial planning needs for over 35 years; having founded Mancell Financial Group in February 1980. During this time Peter has gained extensive experience in strategic financial planning, estate planning, insurance planning, income tax, superannuation fund management and investment advisory services. With a mathematics and […]

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]]> Peter has helped a very diverse range of clients with their financial planning needs for over 35 years; having founded Mancell Financial Group in February 1980. During this time Peter has gained extensive experience in strategic financial planning, estate planning, insurance planning, income tax, superannuation fund management and investment advisory services.

With a mathematics and psychology background from Sydney University, Peter and his team have built a world class wealth management business based on academically proven, evidenced based investment strategies. His team also provides management services to leading Australian privately owned licensee, FYG Planners, which operates from over 35 offices across 6 states and territories.

Peter has had a long term involvement in the Australian and New Zealand Asset Class Investors Association and in 2014 he was invited to chair the Global Association of Independent Advisers, whose presence crosses the USA, Canada, the UK, Europe as well as Australasia. Peter is absolutely passionate about advisers acting as true fiduciaries, free from conflicts and working solely in the interests of clients.

Peter has been happily married to his wife Leonie since 1982.  Peter and Leonie have two daughters Lori & Brogan and a dog named “Paddy”. Peter has also had a long history of voluntary service in the local community across sport, the arts, local government entities, medical research and the health sector.

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