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The Best Financial Planners In Adelaide
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Aaron Trombetta – William Buck Wealth Advisors
Partner – Wealth Advisory
Growing up in a family business, Aaron learnt early in life the importance of hard work, commitment and building strong relationships. These values underpin Aaron’s approach to client work, taking the time to understand his clients’ needs before providing them with meaningful advice, support and guidance.
Highly empathetic and a good listener, Aaron is able to relate to people no matter what their circumstances or stage of life. He believes that having a plan is essential in securing financial independence and freedom, but recognises that you also have to be ‘flexible and adaptable’ to enjoy the unpredictable journey of life.
Aaron has more than 20 years’ experience in the finance industry and specialises in debt reduction, tax minimisation, superannuation strategies, and investment advice. He was appointed a Partner in July 2021.
Aaron is a key member of the firm’s Investment Committee, providing insight and views on asset allocation and investment decisions that is applied to William Buck’ client’s funds. Aaron also chairs the Wealth Advisory Innovation Committee improving processes that result in delivering more efficient advice documentation and positive client experience.
Qualifications
Office
Level 6, 211 Victoria Square, Adelaide SA 5000
About William Buck Wealth Advisors
William Buck Wealth Advisors are one of South Australia’s largest locally owned wealth advisory practices and can provide advice on a wide range of investments and strategies – with direct and unmatched investment capabilities. They are the financial planning arm of reputable accounting firm William Buck, providing trusted wealth advice to South Australians for over 35 years (AFSL 230637, Australian Credit Licence 230637)
Oliver Temme – Midsec Financial Advisors
Financial Advisor
Oliver has worked in the financial services profession since 2004 gaining valuable experience in Adelaide, Melbourne and London. 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. With this strong technical background, Oliver is well equipped to deliver complex advice in a clear and concise manner.
Oliver’s primary focus is to understand what his clients want to achieve and to put their interests before all else. His clients receive a combination of market leading financial planning advice along with a tried and tested investment process. Ultimately, Oliver provides his clients with the framework and support to ensure they can achieve what’s 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. As a Certified Financial Planner (CFP®), 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:
CERTIFIED FINANCIAL PLANNER (CFP®) Professional
Graduate Diploma of Financial Planning
Bachelor of Commerce
Accredited Listed Product Adviser Program
Self Managed Superannuation Funds accreditation
About Midsec Financial Advisors
Midsec is one of the largest non-affiliated advisory practices in Adelaide. The firm has eleven Advisors and fourteen support staff servicing in excess of 800 clients. Midsec Financial Advisors provide a tailored, full service financial planning offering to a broad range of clients including professionals, business owners, farmers and retirees. It’s proud to state that it has a 20-year track record of providing high quality outcomes, while ensuring survival in bad times.
Darren James – MBA Financial Strategists Limited
CFP® Dip FP
Darren is a Director and Senior Financial Planner at MBA Financial Strategists. He commenced his own practice in 2001 taking over his father’s rural practice in 2002 then merged with MBA Financial Strategists in 2007 and became a managing partner. The most enjoyable part of financial planning for Darren is making a difference to clients’ lives and enabling them to achieve their personal and financial planning goals. He has a young family and is a keen cyclist and runner.
As result of Darren’s 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® 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.
Office
77 King William Rd Unley, SA 5061
Stevie-Jade Turner – Verse Wealth
CERTIFIED FINANCIAL PLANNER
I’m a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.
I love helping people, and from an early age I’ve 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. I’ve since spent more than a decade helping clients achieve goals and feel financially secure, as well as coaching many Financial Advisers. I’m 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.
Our Approach
At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s 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. 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
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘I could not be happier with their professionalism and knowledge.’ James. F
‘The Verse team will change your lives forever.’Stephen. S
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
If you’d like to have a short, no-pressure chat you can book a call with us, contact us below or visit www.versewealth.com.au
Office
Hub Adelaide, 89 Pirie Street, Adelaide
Dawn Thomas – The Wealth Designers
AWARD-WINNING CERTIFIED FINANCIAL PLANNER®
Dawn Thomas CFP®, SSA is an award-winning financial adviser whose clients appreciate her down-to-earth style, jargon-free advice and the effort she puts in to understand her clients and chase the best outcomes for them.
Dawn’s mantra is financial empowerment, which is why she launched The Wealth Designer’s Start Well program in 2023, a program designed to help educate groups of people, including young people, about money matters and develop a positive relationship with their finances.
Areas of expertise
Awards Dawn has won
About The Wealth Designers
The Wealth Designers are a team of independent financial advisers whose focus is not just understanding their clients’ financial ambitions, but also what they want to get out of life and what they want to leave behind as their legacy.
Deeply understanding the hopes and aspirations of their clients enables TWD advisers to use their financial planning expertise to help their clients live their best version of life, now and in the future. At TWD they call it “Living Well” and it’s a passion that TWD clients and team members live and breathe on a daily basis.
Why we like The Wealth Designers
They care about your life, not just your finances
The team at The Wealth Designers believe that wealth creation is driven by a desire to live well, and that definition changes from person to person. Their advice is designed not just to grow your net worth but to bring you closer to the life you dream of – now and in the future.
They focus on delivering value
The Wealth Designers won’t commit to working with you unless they are 100% confident that they can add value to you and your situation.
Their quality has been officially recognised
The firm and advisers have won some of the most prestigious awards in Australian Financial Advice, such as the AFA (FAAA) Practice of the Year award.
They have their own in-house investment team
With some of the best analysts in the country on hand, The Wealth Designers are able to consistently offer you well-researched, tailored investment propositions.
Their clients give them rave reviews
You can read more about the difference they make to their clients here.
Raimon Lewandowski – MBA Financial Strategists Limited
Director / Senior Financial Planner – CFP®, B.Comm, GDip App Fin(FINSIA), PC.SMSF
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.
Raimon’s qualifications are as follows:
He holds the highest qualification in financial planning as a CERTIFIED FINANCIAL PLANNER® 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
Mark Humphris – Adelaide Private Wealth
Financial Adviser/Director
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 family’s financial affairs. 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
Level 2, 70 Hindmarsh Square, Adelaide SA 5000
Director, B. App Fin
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 Australian’s 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 Synchron’s stringent advice process and strict compliance procedures. Milad Rezaei is an “A” 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 position—a highly regulated document developed following a stringent research process.
Milad believes financial advice has the potential to alter one’s 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:
Office
183 Melbourne St, North Adelaide SA 5006
Danielle Jones – William Buck Wealth Advisors
Partner – Wealth Advisory
As a key advisor in William Buck’s 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
Office
Level 6, 211 Victoria Square, Adelaide SA 5000
About William Buck Wealth Advisors
William Buck Wealth Advisors are one of South Australia’s largest locally owned wealth advisory practices and can provide advice on a wide range of investments and strategies – with direct and unmatched investment capabilities. They are the financial planning arm of reputable accounting firm William Buck, providing trusted wealth advice to South Australians for over 35 years (AFSL 230637, Australian Credit Licence 230637).
Robert Daniele – Robert’s Retirement Advisory
Hi, I am from Adelaide, SA and am the sole financial planner and director at Robert’s 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 – this is where I can step in to provide advice and implement the advice to give clients the best possible outcome. 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
Level 2, 70 Hindmarsh Square, Adelaide SA 5000
Note – I am mobile also and can meet you at your home.
The cost of hiring a financial planner will vary depending on what your needs and goals are; if they are providing a complete holistic financial plan or just advice about one specific situation then prices may change accordingly (but usually there is an upfront fee). For example the Financial Planning Association (FPA) reports that average initial set-up costs come out at around $3,300, while annual maintenance fees are in the $4-$5k range. However, some financial advisors can have different fee structures, so be sure to discuss fees up front.
The majority of the best financial advisors in Adelaide are based in the City Centre and Southern Suburbs of Unley, Wayville and Parkside. However, there are a number of financial planners who operate out of offices in North Adelaide and Payneham.
It’s also worth noting that many of the best financial planners these days also offer virtual appointments, so it is worth reaching out even if you can’t find a financial advisor convenient to your home or office.
We have reviewed all of the financial advisors in Adelaide to compile a list of the best financial planners. To determine our top ten advisors, we assessed their qualifications, how long they have been advising, testimonials, and their track record of reviews on Google and Facebook. Only those that have consistent positive feedback have been included on our list of best financial planners in Adelaide.
It’s important to find the right financial planner for you, but it can be an overwhelming process as there are many different types of financial advisors. If you are looking for the best financial planner in Adelaide, here are some factors you may want to consider.
First, what types of accreditations and qualifications do they have? This does not necessarily make them the most capable or best financial planner for you, but at least you know that they’ve done the standard tests and registrations.
Second, do they have a general type of client or specialise in any areas? This can help you determine if they have relevant experience and expertise with similar situations.
Finally, how is their communication and are you comfortable with him/her? You need to know that you can have an open line of communication with your financial advisor and that they will listen to your concerns and answer your questions in a timely manner.
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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