The Best Financial Advisors and Planners in Adelaide
Let us help you find the best financial planner for your needs
With a growing population, rising property prices, and cost-of-living pressures, more Adelaide residents are turning to expert financial advisers for guidance. Greater AdelaideтАЩs solid growth, fuelled largely by overseas migration, has driven housing demand, with prices rising over 5% in 2024 despite high interest rates. This has intensified affordability concerns, even as incomes generally stretch further than in Sydney or Melbourne.
AdelaideтАЩs median age of 39 reflects a mature, planning-focused population. While the city remains more affordable than larger capitals, inflation is driving steady increases in everyday costs. And with fewer advisers in the market following post-2019 reforms, trusted financial advice is in high demand.
We identified AdelaideтАЩs top financial planners using criteria focused on trust, professionalism, and local relevance. Every adviser is ASIC-licensed and meets national education and ethics standards, with many holding CFP┬о status or advanced financial planning qualifications.
We considered experience, independence, transparency, and verified client feedback тАФ prioritising firms with strong reputations for consistent service. From boutique practices to established advisory teams, this shortlist features Adelaide advisers known for delivering expert, personalised guidance to help locals make confident, future-focused decisions.
Principal Wealth Advisor, Certified Financial Planner┬о, GDip FP
Advisor Since: 2002┬а | | LinkedIn
Andrew was honoured in The BarronтАЩs Top Financial Advisers in Australia list in 2024.
Andrew has been providing personal wealth management and financial advice since 2002, and over this time has built specialised knowledge in superannuation, retirement strategies, tax planning, and portfolio management.
Creating a strong understanding of each clientтАЩs specific situation is central to AndrewтАЩs approach.
Andrew also has extensive experience in the not-for-profit sector, developing investment strategies and working closely with boards and trustees in the ongoing investment management process.
Qualifications
About Shadforth
For over 100 years, Shadforth has been looking after the financial advice needs of Australians. It is the countryтАЩs largest CEFEX-certified fiduciary firm and had the most advisers honoured in the 2024 BarronтАЩs Top Advisers list тАФ trusted by generations to deliver advice that truly puts clients first.
Office
Level 19, 91 King William Street, Adelaide SA 5000
Advisor Since: 2013┬а | | LinkedIn
Oliver has worked in the financial services profession since 2004 gaining valuable experience in Adelaide, Melbourne and London.┬а He has extensive knowledge in areas including portfolio construction (specialising in direct share portfolios), wealth creation, superannuation (including Self-Managed Super), retirement planning, tax strategies and estate planning.┬а With this strong technical background, Oliver is well equipped to deliver complex advice in a clear and concise manner.
OliverтАЩs primary focus is to understand what his clients want to achieve and to put their interests before all else.┬а His clients receive a combination of market leading financial planning advice along with a tried and tested investment process.┬а Ultimately, Oliver provides his clients with the framework and support to ensure they can achieve whatтАЩs important to them.
Oliver believes that working collaboratively with other professionals such as Accountants and Lawyers is critical in achieving superior financial outcomes for clients.
Oliver holds a Bachelor of Commerce from the University of Adelaide and a Graduate Diploma of Financial Planning.┬а As a Certified Financial Planner (CFP┬о), and a member of the Financial Planning Association of Australia, he is committed to the highest level of ethical standards in the provision of financial advice.
Qualifications:
About Midsec Financial Advisors
Midsec is one of the largest non-affiliated advisory practices in Adelaide.┬а The firm has eleven Advisors and fourteen support staff servicing in excess of 800 clients.┬аMidsec Financial Advisors provide a tailored, full service financial planning offering to a broad range of clients including professionals, business owners, farmers and retirees.┬а ItтАЩs proud to state that it has a 20-year track record of providing high quality outcomes, while ensuring survival in bad times.
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Lvl 2, 170 Greenhill Road, Parkside SA 5063
Advisor Since: 2001┬а | | LinkedIn
Darren is a Director and Senior Financial Planner at MBA Financial Strategists.┬а He commenced his own practice in 2001 taking over his fatherтАЩs rural practice in 2002 then merged with MBA Financial Strategists in 2007 and became a managing partner.┬а The most enjoyable part of financial planning for Darren is making a difference to clientsтАЩ lives and enabling them to achieve their personal and financial planning goals.┬а He has a young family and is a keen cyclist and runner.
As result of DarrenтАЩs experience, knowledge and long-term client relationships in the financial services industry he works with a range of clients and is able to provide personalised and tailored financial advice in the following areas:
He also specialises in providing advice on self-managed superannuation funds.
Darren is a CERTIFIED FINANCIAL PLANNER┬о with a Diploma of Financial Planning and is a member of the Financial Planning Association. Darren is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.
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77 King William Rd Unley, SA 5061
IтАЩm a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.
I love helping people, and from an early age IтАЩve had an affinity for complex maths and enjoyed problem solving. It was this combination that lead me to a career in financial advice in 2009. IтАЩve since spent more than a decade helping clients achieve goals and feel financially secure, as well as coaching many Financial Advisers. IтАЩm passionate about advice that is truly personalised, strategic and I love thinking outside the box to figure out how clients can make sure their money is really serving them.
Qualifications
Our Approach
At Verse, our approach is wildly different to most of the industry. ItтАЩs not just about money тАУ itтАЩs about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here
Our Clients
We work with professionals, pre-retirees, high achievers and more.┬а They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here
What our clients say
тАШGetting financial advice has been one of the best things weтАЩve ever done.тАЩ Olivine. M
тАШVerse have been indispensable helping my family achieve our goals.тАЩ Greg. P
тАШProfessional, personable, responsive and highly knowledgeable.тАЩ Ryan. C
тАШI could not be happier with their professionalism and knowledge.тАЩ James. F
тАШThe Verse team will change your lives forever.тАЩStephen. S┬а
To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.
Recent Awards┬а
If youтАЩd like to have a short, no-pressure chat you can book a call with us, contact us below or visit www.versewealth.com.au
B Bus, GDip FP, Masters FP
With over 20 years of experience in the financial services industry, Susan OтАЩNeill brings a wealth of knowledge and expertise to her role as a Financial Planner. Beginning her career in mortgage broking in 2003, Susan has honed her skills across a variety of roles, including supporting large broker teams, managing post-settlement queries, and bookkeeping. Her 14-year tenure at┬аInovayt┬аfurther solidified her reputation for delivering exceptional service and results. Having recently completed post graduate studies, Susan now focuses on helping clients navigate their financial journeys. Known for her meticulous attention to detail and client-first approach, she delivers tailored financial advice in areas such as┬аinvestment, superannuation,┬аretirement planning, and┬аcashflow┬аmanagement. SusanтАЩs broad experience and commitment to client success ensure that each of her clients receives thoughtful, strategic guidance to achieve their financial goals.
Susan believes in empowering her clients with the knowledge and tools to take control of their financial future. Her philosophy centres on delivering clear, personalised solutions for every financial decisionтАФfrom building wealth and managing debt to planning for retirement and protecting what matters most. By focusing on long-term, lifetime financial solutions, Susan ensures her clients are prepared for every stage of life, helping them make confident decisions that support their goals today and into the future. Financial success, in SusanтАЩs view, comes from a blend of expert advice, strategic planning, and continuous support.
SusanтАЩs expertise spans a broad range of specialities. Her career began in mortgage broking, but as a Financial Planner at InovaytтАФan industry-leading holistic financial firmтАФSusanтАЩs advice has evolved to cover all areas of financial wellbeing. From helping clients grow their wealth through investments to maximising superannuation and planning for retirement, SusanтАЩs guidance is built on deep industry knowledge. Her specialties in cashflow management, debt reduction, and┬аfamily planning┬аreflect InovaytтАЩs commitment to providing comprehensive, lifelong financial solutions. SusanтАЩs diverse expertise ensures that no matter where clients are in their financial journey, theyтАЩre empowered to make confident, informed decisions.
Qualifications
Client Testimonial:
тАЬWhile I typically avoid surveys, I felt compelled to acknowledge SusanтАЩs exceptional professionalism during our annual review. They surpassed expectations by providing insightful guidance on personal finances and outlining constructive resolutions for the future. Her advice extended beyond just me; they also offered valuable insights into future aspirations and long-term goals that will positively impact my family. Kudos to Susan for her outstanding workтАФI eagerly anticipate our next review! I couldnтАЩt let SusanтАЩs professionalism go unnoticed at our yearly review. The team went above and beyond on giving advice on personal finances and resolutions moving forward. My loan was never part of the conversation however they have referred me to an internal loan within the company to talk through next steps and actions. Not only for myself, they also gave advice on future and long term goal aspirations that will benefit my family in the years to come. Great work Susan- looking forward to our next year!тАЭ
Specialty Areas:
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Level 2, 70 Hindmarsh Square, Adelaide
Advisor Since: 2004 | | LinkedIn
Raimon is a Director and Senior Financial Planner at MBA Financial Strategists commencing work at the practice in 2003. He originally worked as an accountant starting in the financial planning industry as a para-planner. Raimon has worked with a wide range of private and corporate clients.
He is qualified to provide financial advice in a wide variety of areas including:
Raimon specialises in providing small business owners and pre-retirees with advice on self-managed superannuation involving complex issues. He is focused on empowering his clients to build and protect their wealth to ensure they have enough funds to live the lifestyle they want in retirement.
RaimonтАЩs qualifications are as follows:
He holds the highest qualification in financial planning as a CERTIFIED FINANCIAL PLANNER┬о professional, as well as a Professional Certificate in Self-Managed Superannuation Funds from the University of Adelaide. He is also a member of the Financial Planning Association (FPA) and a past treasurer of the FPA in South Australia. Raimon is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.
Office
77 King William Rd Unley, SA 5061
Significantly experienced in the financial planning industry, Mark Humphris has earned a stellar reputation for devising sophisticated, personalised financial strategies that cater to the unique needs of aspirational individuals and families looking to grow their wealth and experience a very high level of financial security.
With a knack for asking the right questions at the right time Mark excels in crafting holistic financial plans that cater specifically to your objectives, whilst also carefully addressing the blind spots within your familyтАЩs financial affairs.┬а Caring, transparent and honest conversations are considered critical in understanding the past and present situation, before then focusing in on what could be achieved in the future.
Clients he works with often look as follows:
Proven Track Record: With a history of delivering consistent, exceptional outcomes for clients, Mark is a trusted adviser who has skilfully navigated various market cycles with confidence and expertise.
Innovative Solutions: Staying at the forefront of financial innovations and regulatory changes, he is adept at leveraging advanced tools and strategies to enhance your financial strategies and secure your financial future.
Dedicated Support: From the initial consultation to the important ongoing management and progress monitoring and enhancement of your financial plan, Mark and his dedicated team provide exceptional support and guidance, ensuring that you feel fully informed and empowered at every stage of your financial journey.
Qualifications
Advisor Since: 2014 | | Facebook
The Director of Anchor Wealth Milad Rezaei has been a practicing Financial Adviser since 2014. Upon the completion of his Bachelor of applied finance degree at the University of South Australia, Milad knew he had found his vocation, helping everyday AustralianтАЩs from all walks of life achieve financial success and freedom.
Anchor Wealth, founded by Milad Rezaei operates as a financial planning practice under the Synchron licensee group, which is top three largest licensee groups in Australia (2020). Milad as a Financial Advisor adheres to SynchronтАЩs stringent advice process and strict compliance procedures. Milad Rezaei is an тАЬAтАЭ rating Financial Advisor based on previous audits undertaken by multiple auditors in his years as a practicing Financial Advisor.
Milad has crafted his expertise through years of education and experience, in addition to working alongside retiring Advisors focused on rigorous financial strategies. Milad, being a strategy focused Advisor uncovers the factors motivating his clients wanting to seek change, further articulating the financial shortcomings if no action was taken.
Ultimately, clients benefit when the value of change far outweighs the investment made in financial advice. Milad believes a relationship should be established with a trusted Advisor when this value has been clearly demonstrated.
The strategies and products Milad recommends are devised to meet the goals and challenges of his clients. An Industry standard document, the statement of advice is presented to all clients, comprehensively demonstrating the proposed better positionтАФa highly regulated document developed following a stringent research process.
Milad believes financial advice has the potential to alter oneтАЩs life. Assisting his clients to have the ability to work because they want to, not because they must, has been his prime mission. This strong belief drives him every day as an Advisor to help Australians achieve financial success.
Expertise:
Qualifications:
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183 Melbourne St, North Adelaide SA 5006
Advisor Since: 2014 | | LinkedIn
As a key advisor in William BuckтАЩs wealth advisory team, Danielle Jones takes the time to build a solid relationship with her clients, listening and adapting to their needs.
Danielle is passionate about helping clients achieve their goals. Whether that be wealth accumulation, retiring early, or wealth protection.
Her open and honest communication and commitment to achieve the best outcomes has seen her become the trusted confidant of scores of clients. They appreciate her empathetic approach, impeccable eye for detail and ability to work efficiently, to the highest standard.
Prior to joining William Buck with over 10 years of experience in the financial services industry, Danielle worked for a major superannuation fund. This industry experience has proven valuable as she works closely with clients in making holistic recommendations regarding cash flow, superannuation, investments, retirement and estate planning, personal risk insurance, trust structures and wealth creation.
Qualifications
About William Buck Wealth Advisors
William Buck Wealth Advisors are one of South AustraliaтАЩs largest locally owned wealth advisory practices and can provide advice on a wide range of investments and strategies тАУ with direct and unmatched investment capabilities. They are the financial planning arm of reputable accounting firm┬аWilliam Buck, providing trusted wealth advice to South Australians for over 35 years (AFSL 230637, Australian Credit Licence 230637).
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Level 6, 211 Victoria Square, Adelaide SA 5000
Advisor Since: 2018 | ┬а
Hi, IтАЩm from Adelaide, SA and am the sole financial planner and director at RobertтАЩs Retirement Advisory.
I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing. Navigating personal lifestyle changes, not knowing how long your funds will last, whether your investments are positioned correctly, what will happen with your estate plan, how to begin to deal with Centrelink or your superannuation fund тАУ this is where I can step in to provide advice and implement the advice to give clients the best possible outcome.┬а More importantly, I give peace of mind so they can live their retirement with one less stress.
There is lots of information out there (almost too much) and it is a space where the government can always change the goal post. I found individuals really struggle to cut through the noise and put a plan in place.
That is where I help and use my education and experience to guide you through retirement. Everyone is different and sometimes your needs may actually be more complicated than you think and as a professional I will educate you about options and help you decide what is best.
I aim to do the basics right at my practice and be contactable when needed and also not to overcomplicate things.
Expertise
Qualifications
Office
3/131 Mawson Lakes Boulevard, Mawson Lakes SA 5095
Note: IтАЩm also mobile and can meet you at your home.
In Adelaide, a comprehensive financial plan usually costs between $3,000 and $5,000, with ongoing service packages ranging from $2,000 to $4,000 per year depending on the level of support. Hourly rates typically sit between $300 and $500.
Compared to Sydney or Melbourne, fees in Adelaide are often slightly lower due to lower business overheads. Many local advisers offer transparent, fixed-fee structures and an obligation-free initial meeting, making personal advice more accessible across a wide range of budgets.
A financial adviser helps you make informed decisions about your money, investments, superannuation, retirement, insurance, and tax strategy. They create personalised financial plans aligned to your goals, risk profile, and lifestyle needs. In Adelaide, many planners also assist with property planning, SMSFs, and wealth protection for families and professionals across all life stages.
The best financial planner for you depends on your needs, but many Adelaide residents prefer advisers who are independent, fee-for-service, and fully licensed. Look for professionals with Certified Financial Planner (CFP┬о) status or postgraduate qualifications, and those who are members of the Financial Advice Association Australia (FAAA). Independence, transparency, and a strong local reputation are key indicators of quality.
Yes. You do not need to be wealthy to benefit from financial advice. Many Adelaide advisers work with clients who are building wealth, managing home loans, growing super, or simply seeking better budgeting strategies. Good advice can help you make smarter decisions, avoid financial missteps, and gain peace of mind no matter your income or asset level.
They can. Adelaide financial planners often help with property strategy, loan structuring, and affordability planning. Whether youтАЩre buying your first home, refinancing, or investing, a planner can assess how property fits into your overall goals. With AdelaideтАЩs housing prices rising in recent years, tailored advice can help you stay on track financially and avoid overstretching.
Many of the best financial advisers in Adelaide are based in the City Centre and southern suburbs such as Unley, Wayville, and Parkside. YouтАЩll also find experienced planners operating in North Adelaide and Payneham.
Virtual appointments are now common, allowing you to access licensed financial advice from anywhere across Greater Adelaide, even if your preferred planner is not nearby.
Let us help connect you with the
BEST ACCOUNTANT┬аfor your needs