Find The Best Financial Advisors In Sydney - Independent And Unbiased https://www.bestfinancialadvisors.com.au/sydney/ Thu, 23 Jun 2022 06:04:29 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://www.bestfinancialadvisors.com.au/wp-content/uploads/2019/12/cropped-australia-map-1-32x32.png Find The Best Financial Advisors In Sydney - Independent And Unbiased https://www.bestfinancialadvisors.com.au/sydney/ 32 32 Marisa Broome https://www.bestfinancialadvisors.com.au/advisor/marisa-broome/ Thu, 23 Jun 2022 06:04:29 +0000 https://www.bestfinancialadvisors.com.au/?post_type=advisor&p=911 Marisa is a CERTIFIED FINANCIAL PLANNER® professional. Marisa has worked in financial services for more than 35 years, initially in funds management and for over 23 years as a financial planner.  Marisa believes that everything she does every day with her clients makes a difference in their lives.  Her approach to financial planning is all […]

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]]> Marisa is a CERTIFIED FINANCIAL PLANNER® professional.

Marisa has worked in financial services for more than 35 years, initially in funds management and for over 23 years as a financial planner.  Marisa believes that everything she does every day with her clients makes a difference in their lives.  Her approach to financial planning is all about getting the strategy right. From that, the client’s goals are met.

Marisa is the Chair of the Financial Planning Association of Australia (FPA), having been a Director for the last six years. She is a member of the Advisory Board for the Conexus Institute, and the Chair of the Regulatory Advisory Panel of the Financial Planning Standards Board.

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]]> Phillip Win https://www.bestfinancialadvisors.com.au/advisor/phillip-win/ Thu, 12 Dec 2019 03:02:07 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=854 Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®. […]

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]]> Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.

Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.

Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.

Phillip lives in the Blue Mountains with his wife and two sons, and enjoys outdoor activities such as bush walking, road and mountain bike riding and golf. Being from Wagga Wagga, Phillip’s sense of community shows him coaching his son’s soccer team and managing his cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and combines his  passion for cycling with fund raising activities, including riding 1000kms over 7 days to raise close to $7,000 for the Future2 Foundation , one of the industry’s way of making a lasting difference in the lives of those who need it most, giving disadvantaged young Australians a second chance and hope for a better future.

Phillip has a strong interest and knowledge of investment markets and is constantly exploring “cutting edge” strategies to deliver to the clients of Profile.

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]]> Kate McCallum https://www.bestfinancialadvisors.com.au/advisor/kate-mccallum/ Thu, 12 Dec 2019 08:53:54 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=842 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 including Westpac/BT Financial Group, State Street, and Commonwealth Bank. Kate holds a Bachelor of Arts […]

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]]> 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 including Westpac/BT Financial Group, State Street, and Commonwealth Bank.

Kate holds a Bachelor of Arts (Hons), a Master of Commerce, and post-graduate qualifications in Applied Finance & Investment, and in Financial Planning.

She is Chair of FINSIA NSW Council, a member of the AFA Code of Conduct committee, former Vice-President of the Australian School of Business Alumni Advisory Board, and a member of the SMSF Association. Kate is enjoys walking, yoga and skiing. She is currently co-writing a book on money & investing for women.

Kate was awarded the AFA Female Excellence in Advice Award in October 2014 for demonstrating professional excellence and leadership within the financial advice profession.

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]]> Brendon Vade https://www.bestfinancialadvisors.com.au/advisor/brendon-vade/ Fri, 13 Dec 2019 03:07:35 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=779 Brendon is an adviser at Lorica Partners and in 2019 was awarded Holistic Adviser of the Year in the Independent Financial Adviser Excellence Awards. He enjoys the privilege of looking after whole family groups across generations. Having previously worked in the wealth management arm of a chartered accounting firm and other financial services firms, he […]

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]]> Brendon is an adviser at Lorica Partners and in 2019 was awarded Holistic Adviser of the Year in the Independent Financial Adviser Excellence Awards. He enjoys the privilege of looking after whole family groups across generations.

Having previously worked in the wealth management arm of a chartered accounting firm and other financial services firms, he has a comprehensive understanding of investments, tax structures and advanced technical strategies for Self-Managed Super Funds.

Outside of work, Brendon has a strong interest in the growing arena of Social Enterprise – organisations which blend the traditionally separate worlds of capitalism & philanthropy. He also enjoys playing the guitar and the occasional game of golf.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Business Administration (Macquarie University)

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]]> William Bracey https://www.bestfinancialadvisors.com.au/advisor/william-bracey/ Tue, 10 Dec 2019 02:58:06 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=850 “Over the last 30 years I have assisted my clients to work towards and realise their dreams.  I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 30 years […]

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]]> “Over the last 30 years I have assisted my clients to work towards and realise their dreams.  I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 30 years ago, but now have more wisdom and the grey hair to match!”

Unique Qualities

William’s vast experience 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.

 

Specialist Skills

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk management strategies
  • DIY and Self Managed Super Funds (SMSF Advice)
  • Small Business and Business succession Planning
  • Tax (Financial) Planner

Professional Qualifications

  • Advanced Diploma in Financial Services (Financial Planning)
  • Fellow Chartered Financial Practitioner (AFA) (FChFP)
  • Self-Managed Superannuation Funds (SMSF) Program
  • Margin Lending and Geared Investments Program
  • Direct Equities Accreditation
  • Accredited Tax (Financial) Adviser – TASA

Membership and Associations

Career and Industry Highlights

William established W. Bracey Sydney Financial Services in 1988 and has overseen its steady development into an industry leader. The business now looks after the financial affairs of thousands of families with combined assets in excess of $300 million dollars. William is a director of the NSW Authorised Adviser Association and is a board member at a national level. He has been listed in the 2014 & 2015 Most Trusted Advisers Network by the Beddoes Institute. He has also had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.

Personal Interests

William enjoys spending time with his three children and dog. He loves surfing and boating activities and is an avid Wallabies and Roosters supporter.

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]]> Patrick Anwandter https://www.bestfinancialadvisors.com.au/advisor/patrick-anwandter/ Thu, 12 Dec 2019 09:21:58 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=834 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 in the Top 50 Personal Investors by the AFR Smart Investor Magazine Masterclass for 7 […]

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]]> 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 in the Top 50 Personal Investors by the AFR Smart Investor Magazine Masterclass for 7 years running. He has 20 years of experience, with particular expertise in SMSF, Wealth Accumulation and Strategic Planning. Patrick is celebrated for achieving the highest mark in the SMSF Association’s Professional Certificate.

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]]> Fergus Hardingham https://www.bestfinancialadvisors.com.au/advisor/fergus-hardingham/ Thu, 12 Dec 2019 03:06:10 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=858 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 – the start of the ‘Tech Bust’- after a career in hospitality and property management, […]

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]]>
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 – the start of the ‘Tech Bust’- after a career in hospitality and property management, Fergus, joined a semi-government superannuation fund’s Financial Planning arm as a Para-Planner where he was able to grow his superannuation knowledge and strategy development. By 2004 Fergus had reached the position of Regional Financial Planning Manager. Fergus saw that there were only a handful of independent financial planning firms operating in Australia, and was passionate about providing clients with unbiased advice that was in the client’s best interests.

So where to? The natural progression was to establish with Margaret an Independent Financial Planning firm that was focused not on the ‘sale-of-product’ to increase revenue, but on helping clients to achieve their financial and life-style objectives with greater certainty.

Interests
Spending time with family.
Kayaking around Sydney’s beautiful harbour and now and then participating in the 111km Hawkesbury Canoe Classic.
Watching Rugby.

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]]> James Gerrard https://www.bestfinancialadvisors.com.au/advisor/james-gerrard/ Thu, 12 Dec 2019 04:06:15 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=856 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 an expert in providing personal financial planning advice and has helped many Sydneysiders find direction with their […]

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]]> 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 an expert in providing personal financial planning advice and has helped many Sydneysiders find direction with their finances.

For a financial advisor in Sydney to help you get ahead, book a free financial planning meeting now.

Making a change for the better is only one meeting away.

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]]> Greg Cook https://www.bestfinancialadvisors.com.au/advisor/greg-cook/ Thu, 12 Dec 2019 07:50:35 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=784 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, and is the former national chair of the Financial Wisdom Adviser Forum. Greg is an […]

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]]> 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, and is the former national chair of the Financial Wisdom Adviser Forum. Greg is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

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]]> Claire Mackay https://www.bestfinancialadvisors.com.au/advisor/claire-mackay/ Fri, 13 Dec 2019 01:48:45 +0000 https://bestfinancialadvisors.com.au/?post_type=advisor&p=823 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 pay for with our fixed fees. As well as being an independent financial planner, I […]

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]]> 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 pay for with our fixed fees.

As well as being an independent financial planner, I am a qualified CA, CPA,  Chartered Tax Analyst, GAICD, Self Managed Super Fund expert and a lawyer. That means you get the very best financial advice across your entire financial situation.

I am very good at what I do. I don’t mean to be arrogant in saying that. Rather, it means I truly care about what we do for our clients.

But all work and no play would make me a dull Financial Planner. When not managing your money, I love adventures including climbing Machu Picchu, backpacking Africa & India; walking the Kokoda Track, and the Palm Beach to Whale Beach Big Swim.

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