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The Best Financial Planners In Adelaide
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Adrian Frinsdorf – William Buck Wealth Advisors
Director & Head – Wealth Advisory
Understanding a client’s unique situation and then helping them build a pathway to wealth is the experience that Adrian finds most satisfying in his role. Adrian believes that building strong relationships with clients is the only way to find the right financial solutions for them.
Adrian abides by the philosophy that ‘investing is as much about the investments you choose to ignore as the ones you choose to invest in’. With this in mind, he takes a methodical approach to his work, ensuring that ‘no stone is left unturned’ in his pursuit of successful outcomes for clients.
One of Adrian’s strongest beliefs is that poor short-term management leads to longer-term issues and delaying action creates a bigger problem. He works with his clients to ensure that issues are kept to a minimum and potential opportunities are maximised.
Since 1995, Adrian has worked across a range of roles in the Financial Services industry, including stockbroking, direct share advice, funds management, accountancy and delivery of tailored advice to high net worth clients across banking, investment advice and structured Financial Planning. Adrian also provides Family Office services for our elite and private clients with assets in excess of $10m.
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 20 years (AFSL 230637, Australian Credit Licence 230637).
Oliver Temme – Midsec
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
Managing Director and Senior Adviser
Roe Financial has been operating for over 30 years, and is a small boutique advice practice that aims for a very personal service, only taking on a few new clients each year. Roe Financial is a second-Generation family-owned local financial advice practice. Roe Financial can provide advice on a wide range of investments and strategies – it has no link or affiliation with any product, insurance provider or bank. We have a small team that supports our clients.
Anthony always welcomes a quick complimentary call to discuss what your needs are and if he can assist before booking a meeting.
Anthony enjoys providing clients with clarity and peace of mind about their future and supporting them through each stage of their life. Specialising in Retirement plans, Small business strategic advice. Anthony has experience in the areas of Self-managed superannuation funds (SMSF) industry funds, Government, and retail superannuation, Income protection, Life insurance and claims management.
Since 2003, Anthony has been working with clients and has helped more than 300 people successfully navigate retirement. Also managed more than 100 life insurance claims, and assisted families in their time of need.
Office 11/780 South Road Glandore SA 5037
08 72262119
Debra Hann has been Principal of CG Gold, and an Authorised Representative of Charter Financial Planning for over 20 years.
A past Winner of the SA Value of Advice Award, Debra is a Certified Financial Planner and holds a Masters Degree in Financial Planning from Griffith University, and Diploma of Financial Planning from Deakin University.
Debra says “Our firm provides comprehensive advice aimed at meeting clients needs and improving their lives. We work with pre retirees and self-funded retirees, SMSF’s, farmers, and a wide variety of investors and professionals, as well as Mums and Dads seeking a comprehensive, professional but personalised advice service. We are proud to say we have very many long-term clients it has been a pleasure to work with over many years.
“Every client is unique, and so we spend the time to find out what you need, and build carefully researched strategies to make the most of your situation. We offer a wide range of investment options to give you diversity and choice. The earlier you start planning, the better your outcome can be. Independence and living a comfortable lifestyle are achievable if you have time and the right strategy.”
163 Halifax Street
Adelaide SA 5000
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
Tracey Boam is a Senior Financial Planner whose key focus is to help her clients achieve their goals and to make positive changes in their lives.
She entered into the Financial Services Industry in 2003 after a career as a Hairdresser, Technical Consultant and Hairdressing Teacher; working in both Adelaide and London. Tracey believes the skills and work ethic that she has learnt in her previous career provides her with the empathy and understanding to work with clients of all ages and life stages.
Tracey is a Certified Financial Planner holding the highest designation in Financial Planning in Australia. She is currently studying towards a Graduate Diploma in Financial Planning as she believes her education is integral to her role to better help her Clients.
She believes that the most important part of her role is to help her clients understand their financial journey and achieve the financial future they choose.
Tracey works with Clients of all ages and has a special interest in “Women’s Financial Planning”.
Outside of work, she barracks for the Adelaide Crows and enjoys time with family and friends.
Office
8/420 King William St, 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
Janine Williamson – William Buck Wealth Advisors
Director – Wealth Advisory
One of the longest serving employees at William Buck Adelaide, Janine has been providing honest, empathetic and direct advice to her clients for more than 20 years. She gets the biggest kick out of helping clients achieve their financial goals, such as watching them pay off their home loan or build up their savings.
With a genuinely caring nature, Janine strives to provide clients the best service she can offer, but doesn’t shy away from providing candid feedback when it’s required. “I get excited for my clients when things are going well, but at the same time I can be hard if it is in my clients’ best interest.”
Janine’s primary role is advising clients on investment strategy, implementation and management, and her client base is made up of high-net-worth individuals, retirees, executors of estates, trustees of superannuation funds and protected estates. Her other areas of expertise include Aged Care strategies, deceased estate administration and retirement strategies.
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 20 years (AFSL 230637, Australian Credit Licence 230637).
Fil Battisti – AFD Financial Solutions
Financial Advisor/ Traveler/ Wannabe Winemaker
Hi I’m Fil! Financial advice is about feelin’ good, and there’s nothing better than helping people into that better space.
Good, valuable, tailored financial advice helps you become less frustrated, win back control, be happier and more confident about Life…and I get a kick out of it when that happens.
Based here in Adelaide, I have been a Financial Planner / Lending Consultant and has been involved in the financial services industry for over 30 years. Call me on 8132 2655
Apart from being a financial advisor….
I’m married with three young boys. Family time is about the beach, my boys and their sport. Love my pasta with a lovely glass of homemade red wine. (I dream of being a winemaker sharing good wine with all my friends and family.)
Australia’s a great place and I enjoy traveling to the warmer climates especially Asia. My next stop is India one to explore the mystery’s of that wonderful culture.
“Before meeting Fil, I knew there were better ways of doing things but just didn’t have the time to really focus on the details – until – I bit the bullet and made the time!
Fil was great. We worked out what I wanted, sorted the paperwork and got me back on track. ….Easy Peasy!”
Professional Background, Experience, Qualifications
Fillipo Battisti (No 244657) of AFD Financial Solutions Pty Ltd (ABN 36125417076) can provide financial services as an authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licence Holder (No 234951). PIS Contact details Tel: 07 5574 0244 / [email protected].
Office
270-272 Payneham Road, PAYNEHAM SA 5070
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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