Let us find the Best Financial Planner for your Needs and Situation.
Louise Parker – Absolute Wealth Advisors
I’ve been in the financial planning game since 1989, helping folks imagine and then create a better financial future for themselves and their families.
With over 35 years in the business, I still get a real buzz from helping my clients reach their goals, and I’m more passionate than ever about it.
I joined Financial Lifestyle Managers in 2004 after stints with AMP and Westpac. I took to the business straight away – so much so that I ended up buying it in 2006.
In 2012, after six years of growing the client base and helping hundreds of people secure their financial future, I merged with FMD.
A couple of years later, in 2015, I kicked off a new chapter and relaunched Financial Lifestyle Managers to get back to what I love most – helping clients achieve their financial dreams.
And just recently, on 1st November 2024, I merged Financial Lifestyle Managers with Absolute Wealth Advisers to take the next step in providing even more comprehensive financial advice to our clients. It’s an exciting new chapter, and I’m pumped for what’s ahead.
Services
Dave Haydon is the Financial Advisor who Cairns’ successful families, business owners, professionals and retirees choose.
He develops sophisticated investment portfolios and retirement strategies that have delivered long term financial benefits for his clients.
His financial planning services include:
Expertise
Recognised as one of the leading Financial Advisors Cairns residents have local access to, Dave Haydon’s experience, qualifications and achievements include:
Dave Haydon’s Clients Include
Being a Haydon Partners client gives you access to exclusive investment portfolios, first class service, and tailored financial strategies.
Office
14 Spence Street, Cairns, in ‘The Bolands Centre’ Building.
Trent Daly – Shadforth Financial Group
Trent is a qualified financial adviser with a reputation for building life-long, trusting relationships with his clients. He bases his professional practice on his key values of listening, grace, and kindness.
He has a wealth of knowledge and in-depth understanding of the complex planning, taxation and structural issues that apply to business owners’ and professionals’ planning retirement goals. With this expertise, he is well placed to provide clients with high quality wealth creation and asset protection strategies.
Education and experience
Brent is a Cairns local who has a strong belief in family, community and his profession. He has a wealth of experience, having spent over 30 years in the Financial Services Industry.
Brent started his own firm 2007 growing steadily to become the most well respected Financial Advisory Firms in North Queensland.
‘Confidence, professional , peace of mind and great outcomes’, are the common terms used by his clients when describing their experiences with Kelly Wealth.
Brent enjoys giving his clients clarity: ‘Once clients go through the advice process and they can envisage what their life’s work and our advice culminates to, showing them how they can achieve all their objectives, this provides me with great satisfaction’.
He specialises in tailoring personalised investment portfolios and strategies that help his clients build wealth, retire or help plan wealth for the next generation. Self managed super, trusts, investment company or personally held investments are all considered options. Working with accountants and other business professionals to achieve the best outcome for his clients..
Brent works with all clients, in particular professionals and business owners , assisting them build wealth outside of their business, successional planning and retirement.
Brent holds a CFP and is a member of the FAAA an SMSF Specialist and Kelly Wealth Services is a FAAA Professional Practice. He is also a member of the Australian Institute of Company Directors.
Office
Suite 7, Florence House
Level 2, 26 Florence St
Cairns, QLD, 4870
Danny Maher – Fiducia Private Wealth
CFP, DipFP, SPAA SMSF Specialist AdviserTM
Fiducia’s principal Danny Maher has over 25 years in financial services and is a fourth generation Far North Queensland local.
Danny is a CFP (Certified Financial Planner) and a practitioner member of the Financial Planning Association (FPA), Australia’s peak professional association for financial advisers.
Danny has served on various national FPA committees, as well as the local Cairns Chapter and has filled the role of Chapter Chair.
Danny is recognised as a leading practitioner, not just locally but nationally and has spoken at conferences locally and nationally both for the FPA and also for various dealer groups and licensees.
Danny’s passion is for sport and has served as a board member on various regional and local boards and committees.
Outside of work and sport, Danny is an avid reader and also enjoys travelling and spending time with his wife and two sons.
Office
Level 1, 103-113 Spence Street, Cairns QLD 4870
Jason O’Donnell – O’Donnell Kerr Financial Planner
CFP®, BE, GradDipFP
Jason has had extensive experience providing all aspects of financial advice to clients throughout Queensland.
Jason is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning through the Financial Planning Association in conjunction with Deakin University. He is an Authorised Representative of O’Donnell Kerr Pty Ltd – Corporate Authorised Representative of Advice Professionals Pty Ltd. Jason is a member of the Financial Planning Association.
Office
1/170 Mulgrave Rd, Cairns, QLD, 4870
Judith Brown – PSK Private Wealth
Judith has 27 years’ experience in the financial services industry. She helps clients navigate the complexity of legislation and implement financial strategies that will work towards reaching a client’s lifestyle goals. Over the years she has seen her clients raise their children and retire and has been able to share with clients the journey that is financial planning. She enjoys using her experience to provide comprehensive and practical advice to a wide range of clients in a variety of situations, including families, professionals, small business and rural operations.
Judith’s goal is to support her clients in any decision they may need to make in life and act as a sounding board and the voice of reason through their journey.
Judith finds the most rewarding part of the position to be when her clients achieve their goals, especially retirement.
Outside of the office, Judith is passionate about giving back to the community and is currently the Finance Chair of Meals on Wheels Queensland and Treasurer of Cairns Meals on Wheels.
Office
Level 2, 111-115 Grafton Street, Cairns QLD 4870
Joel Little – Sage Financial Advice
Joel has been helping clients with their finances since 2008 and enjoys ensuring that his clients are making the most of what they have. Joel has extensive experience assisting clients of all ages and backgrounds to develop simple solutions to reach their financial and lifestyle goals.
Joel has particular interests in:
Joel moved back to Cairns in 2011 to enjoy the tropical lifestyle and provide his family with opportunities that only a regional centre can.
Most people seek the services of a mechanic to ensure that their car runs reliably or plan their wedding because they want a positive outcome. Many people use a tax agent for their tax returns because they don’t understand the system. The same logic applies to financial advice – it provides a reliable and positive financial outcome in a complex world.
Joel’s goal is to have fun, keep it simple, enjoy the company of my colleagues and clients while making a difference.
Office
572 Mulgrave Road, Woree QLD 4870
A CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary® and SMSF Specialist Adviser™, Jason joined the family business in 1995 after a successful start to his financial career as an accountant for local Cairns businesses, and a period as financial controller in Papua New Guinea. He holds a double major in Accounting and Banking & Finance from Queensland University of Technology.
In addition to a high level of business acumen, Jason is a strong communicator with an extensive commercial network throughout Australia and internationally. In the everchanging financial industry, he prioritises keeping his knowledge up to date, attending conferences and sharing ideas to improve the way Fowler’s Group conducts business. This allows him to bring a global presence to the Cairns community.
His primary focus is building relationships with clients to help them on their financial journey and get the best outcomes. As CEO, he balances strategic planning with operational matters, empowering the team at Fowler’s Group to learn, grow, develop ideas and make sound decisions.
Along with the other Directors of Fowler’s Group, Jason published his first book, 40 Lessons Learnt in 40 Years of Business.
Office
111 Lake St, Cairns City QLD 4870
Anthony Menico – MTP Financial
Anthony is a Cairns local with over 25 years’ experience advising clients and designing financial products. Working initially with large corporate superannuation facilities as diverse as government defined benefit funds to private oil companies, Anthony advised trustees on regulation, investment, insurance and strategy.
Anthony returned to Cairns from Sydney in 1994 to take over the practice of his father, John Menico (OAM). Since then, Anthony has helped numerous Cairns families and private entities build, protect and pass on their wealth to the next generation. The expansion of the business in 2009 to Menico Tuck Parrish Financial Services (now known as MTP Financial) has enabled Anthony to further develop his business management skills.
Specialising in retirement income planning, Anthony is sought out by large institutions to contribute to product design and strategy. He has provided expert opinion in the media including The Australian, IFA Magazine and local radio.
Anthony is married with two children. He passionately enjoys the lifestyle the North has to offer, such as fishing. His other interests include restoring classic cars, skiing and relaxing on the Tablelands with his family.
Words to live by: “We make a living by what we get, but we make a life by what we give.” – Winston Churchill
Office
192 Mulgrave Road, Westcourt, Cairns
The cost of hiring a financial advisor can fluctuate based on the specific services you need. Whether you seek comprehensive financial planning or advice tailored to a specific goal or situation, the fees may vary. Either way, there is typically initial upfront cost.
The Financial Planning Association (FPA) states that average setup fees are typically around $3,300, with annual service charges ranging from $4,000 to $5,000. That said, fee structures can differ among financial planners, so it’s crucial to have a transparent discussion about fees in the beginning.
We have reviewed all of the financial advisors in Cairns and the area to compile a list of the best financial planners. To determine our top ten advisors, we assessed their qualifications, years of experience, client testimonials, and their track record of reviews on platforms like Google and Facebook. Only those that have consistent positive feedback have been included on our list of best financial planners in Cairns.
Identifying the right financial advisor is crucial, yet it can be a complex task due to the variety of financial planners available. If you are in search of a financial planner in Cairns, here are a few factors you should take into account.
First, consider their qualifications and accreditations. While this doesn’t guarantee a perfect match, it does indicate that they’ve completed the necessary tests and registrations.
Second, assess the types of clients they work with and whether they have any specialised areas of expertise. This insight can help indicate if they have the relevant experience and skills tailored to your specific situation.
Finally, evaluate their communication style. It’s essential to ensure that you can maintain open communication with them and that they are attentive to your concerns, responding to your questions promptly. Ultimately, your comfort level with your financial advisor is key.
Need financial planning advice in another area of Australia? Check out our recommended best financial planners in:
If you would prefer a female advisor, our list of the best women financial planners and advisors in Australia is a great resource.
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DISCLAIMER: The content on this website is intended for general informational purposes only. While we strive to ensure the accuracy of advisor profiles and listings, we cannot guarantee their completeness or reliability. Any engagement with financial advisors featured on this site is solely at your discretion. We do not take responsibility for the advice or services provided by any of the professionals listed here.
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