• Bachelor of Business and Commerce
• Certified Financial Planner®
• Graduate Diploma of Applied Finance (Financial Planning)
• Graduate Certificate of Financial Planning

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Wade was named the top-ranked adviser in Australia for 2012 in the prestigious AFR Smart Investor Top 50 Masterclass for Financial Planning. He was also named in the top 50 of theAFR Smart Investor Masterclass for Financial Planning in 2008, 2010 and 2013. His other achievements include a university medal for academic results in his Bachelor of Engineering degree and becoming a Justice of the Peace.

Wade has been providing financial planning advice since 2002 and moved to Melbourne in 2005 from Mackay, Queensland. Wade experiences great personal satisfaction when assisting clients to achieve what is important to them through the implementation of high quality adviceand effective communication of complicated strategic issues.

He specialises in the development of comprehensive strategic advice to executives, professionals and retirees in the areas of cash flow modelling, superannuation, taxation, wealth management, insurance and retirement planning.

Away from work, Wade enjoys running, playing touch football and enjoying time with his wife and young daughter.

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After several years of providing conflicted financial advice, Trent decided that his clients deserved advice that was free of influence. But this would not be possible if he remained affiliated with an institution. The answer was to establish an independent financial advice business; Financial Planning Expert.

Financial Planning Expert remains one of the few independent financial advice groups in Australia today and is testament to Trent’s commitment to providing financial advice to the highest of standards.

Trent’s professional standards are further illustrated by his rank of CERTIFIED FINANCIAL PLANNER® (CFP®) with the Financial Planning Association of Australia (FPA). The CFP® mark is the highest rank attainable for a financial planner and requires that recipients undertake rigorous ongoing education requirements every year to remain at the peak of professional advice standards. Only 30% of licensed financial planners in Australia hold CFP® certification.

Trent is recognised as a financial advice expert and is regularly quoted in the media and has appeared on Today Tonight on Channel 7.

Trent is also passionate about maintaining a high level of industry education and holds a Bachelor of Business (Financial Planning) from RMIT and an Advanced Diploma in Financial Services (Financial Planning) from Deakin University. Trent is also a member of the SMSF Association where he holds SMSF Specialist Advisor certification.

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Paul holds a Bachelor of Commerce from the University of Melbourne, and is a Certified Financial Planner, Certified Practicing Accountant and a member of the Financial Planning Association of Australia and the Association of Financial Advisers.

Under his leadership, Kearney Group has been widely recognised for its commitment to professional excellence, client service and innovation. Most notable are the firm’s national accolades, which include being named the Association of Financial Advisers’ Australian Practice of the Year in 2016 and BT Financial’s two-time National Practice of the Year.

Paul was named Adviser of the Year in 2010 and the Financial Planning Association’s Best Practice Awards runner-up in 2013.

Paul was Victorian Representative and later, the inaugural National Chair of Securitor Financial Group’s Professional Advisers Council from 2012-2018. He was also a founding member of BT’s Chief Executives Forum.

He is a Director of renowned social enterprises, The Big Issue and Homes for Homes.

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With over 30 years working in finance and financial planning and degrees and certifications including: Certified Financial Planner®, Certified Practicing Accountant (CPA), Bachelor of Business (Accounting) and a Masters in Applied Finance as well as a long string of awards based on the results we’ve achieved for our clients it goes without saying that I know what I’m doing and have the results to prove it.

Sometimes people ask what difference a financial planner makes. I like to use the analogy of a personal trainer vs. a gym membership. You’ll get something out of your gym membership (provided you actually use it), but a personal trainer will help you achieve your goals much faster, with less worry and risk. In the same way, when you work with an award-winning financial planner you don’t just see progress in your financial affairs, you see yourself steadily moving from milestone to milestone as your goal comes ever closer.

In addition to client work I am also on several boards and committees, including the Securitor Financial Group National Advisory Council; Deakin University Department of Accounting Advisory Board; and the Future2 Foundation Board (the Future2 Foundation supports disadvantaged youth here in Australia giving them a second chance and hope for a better future through training, education and other forms of assistance).

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In her 30 years in the financial services industry, Michelle Tate-Lovery has carved out an outstandingly successful career and is a nationally recognised multi-award-winning CERTIFIED FINANCIAL PLANNER® (CFP®).

Michelle was also a finalist for Mentor of the Year – IFAWomen in Finance Awards 2017; Woman of the Year -Money Management and Super Review 2014 and 2013 and was also a top 6 Finalist of the AFA Adviser of the Year Award 2012 and a top 6 Finalist of the inaugural AFA Female Excellence in Advice Award 2011. Unified Financial Services were also a Semi-Finalist of the AFA Practice of the Year 2015.

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Having spent a career helping clients reach their personal and financial goals, he believes the most important part of financial planning is to work with his clients as a wealth partner. Cameron specialises in working with people both pre and post retirement as well as clients in the wealth creation phase.

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I have considerable experience and expertise in all facets of financial planning and strategy, investment markets, superannuation and financial management. I am a SMSF Specialist Adviser (SSA®), accredited by the SMSF Association.

Aside from providing financial advice to clients I am dedicated to continuing the professional development of our staff.

And I have a great interest in working with Not for Profit organisations and service providers to deliver superior financial solutions. I have experience in the development of tailored investment policies for Not for Profit boards including objective performance measures and implementation.  I strongly believe that we all exist as part of a wider community and am passionate about ways to assist our community in positive and innovative ways.

Outside of work I enjoy spending time with my wife and two children, gardening (particularly growing vegetables), improving my martial arts skills and, when time permits, getting to the beach for a surf.

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