The best financial advisors in Sydney.
Adviser
Brendon is an Adviser at Stewart Partners and was recently awarded 2019 Holistic Adviser of the Year by Independent Financial Adviser Excellence Awards. He enjoys the privilege of looking after whole family groups across generations. Having previously worked in the… More info
Founder and Adviser
Ben is a Financial Adviser who founded Pivot Wealth to help young professionals make smart money decisions and strike that balance between loving life now and setting up their ideal future. He believes that while money itself doesn’t make you… More info
Head of Advice
Ray brings a mix of psychology training with financial advice and a strong background in investments to help clients take control of their money with confidence. More info
Principal, Independent Financial Planner
I work with a select number of clients so I can give you the attention you expect. Our goal at Quantum Financial is to provide you with the highest level of tailored service. To add far more value than you… More info
Managing Director, Representative and Financial Planner
Patrick was named as one of the Top 50 Financial Advisers in The Australian and Barron’s 2017 research. He is also a Finalist for ifa Excellence Boutique Advice Firm and Practice Principal of the Year for 2017. Patrick has ranked… More info
Director & Adviser
Kate is a Director of Multiforte and a financial services professional with more than 25 years’ experience. She has an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading international and Australian financial services organisations… 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
Founding Partner
Chris Smith, Founding Partner of VISIS Private Wealth, is an award-winning financial adviser to clients across Australia and around the world including executives, medical professionals, business owners, self-funded retirees and high net wealth individuals and families. With more than 20… More info
Certified Financial Planner
James Gerrard is a Certified Financial Planner professional having practiced within the financial services industry in Sydney since 2001. He has been recognised as one of Australia’s top 50 financial planners by the Australian Financial Review Smart Investor magazine. James is… More info
Director & Financial Planner
Bachelor of Business from University of Queensland Diploma of Financial Planning from Deakin University Certified Financial Planner™ (CFP™) Justice of the Peace (JP) Specialist courses in Self Managed Super Funds from Kaplan Starting off his financial planning career in 2000… More info