Find The Best Financial Advisors In Victoria - Independent And Unbiased

Michael Abrahamsson

Fri, 13 Dec 2019 07:30:06 +0000

Michael Abrahamsson is a Director and Authorised Representative of Flinders Wealth Pty Ltd (AFSL 435 808). Michael has achieved the following educational qualifications;

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 Ritchie

Fri, 13 Dec 2019 02:49:19 +0000

Wade Ritchie is a CERTIFIED FINANCIAL PLANNER^® practitioner, the highest certification in the financial planning profession. He also holds the LRS^® Life Risk Specialist designation, a Diploma of Financial Planning, a Master of Personal Financial Planning and a Bachelor of Engineering (Mechanical) degree with first class honours.

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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Trent Alexander

Fri, 13 Dec 2019 02:45:54 +0000

Trent served his apprenticeship as a financial planner working for Australia and New Zealand Banking Group (ANZ) and then for a boutique financial advice firm in Melbourne.

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 Kearney

Fri, 13 Dec 2019 02:41:37 +0000

Paul Kearney is the founder and CEO of the award-winning Kearney Group, which has been providing holistic financial services since 1986.

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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Phillip Richards

Fri, 13 Dec 2019 07:36:40 +0000

Ever since I started working in the world of financial planning, I have gained enormous satisfaction out of helping my clients to achieve their life goals. So many people reach their mid to late career having done very little financial planning, often having avoided doing so simply because they find the process too daunting. When I’m able to help lift the veil and provide professionals and soon-to-be retirees with financial clarity, their sense of direction (and often relief) is hugely rewarding.

I grew up a country boy and made my first personal investment at the age of 18. I continued to grow my portfolio and purchased my first property when I was 21. It was around that time that I moved to Perth to study a Bachelor of Commerce with majors in financial planning and accounting. I subsequently completed a Diploma of Financial Services and joined one of Australia’s major banks, working my way up to a position as a senior financial planner.

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Anne Graham

Fri, 13 Dec 2019 07:44:23 +0000

Financial Planning is all about creating a better future: for myself and my family, my clients, and our world.

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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Michelle Tate-Lovery

Fri, 13 Dec 2019 07:47:07 +0000

CERTIFIED FINANCIAL PLANNER®
Principal Adviser and Director & Authorised Representative of
Unified Financial Services.

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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Cameron Howlett

Fri, 13 Dec 2019 07:49:30 +0000

Cameron is the principal of Independent Wealth Partners and is passionate about independent fee for service financial planning advice and believes good quality advice does make a significant difference to his clients wealth and wellbeing.

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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Chris Morcom

Fri, 13 Dec 2019 07:52:27 +0000

Hi. I’m Chris and I’ve been a Private Client Adviser with independent financial planning firm, Hewison Private Wealth, since 1997. I am also an equity partner and a Director of the company.

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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Andrew Dunbar

Fri, 13 Dec 2019 07:55:39 +0000

Andrew is a Director and a Senior Financial Planner. Andrew has over 15 years experience in Financial Planning. He is highly qualified with degrees in both Commerce and Economics from Monash University. He holds the Advanced Diploma of Financial Planning and the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Planning Association of Australia (FPA). Andrew has received several awards in the financial services industry for his professionalism and commitment to clients.

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