The Best Financial Planners In Adelaide

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We have listed the 10 best Adelaide Financial Planners.

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

  • Bachelor of Business (Accounting)
  • Diploma in Financial Planning
  • Certificate IV in Financial & Mortgage Broking
  • AFP Member of Financial Planning Association

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).

Contact – Adrian Frinsdorf

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, superannuation (including Self-Managed Super), wealth creation, 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. His primary focus is to understand what his clients want to achieve and to put their interests before all else.  Oliver’s clients receive a combination of market leading financial planning advice along with a tried and tested investment process.

Oliver believes that working collaboratively with other professionals such as Accountants and Lawyers is critical in achieving superior financial outcomes.

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

Office
Lvl 2, 170 Greenhill Road, Parkside SA 5063
 

Contact: Oliver Temme

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:

  • pre-retirement accumulation strategies
  • retirement planning
  • investment strategies
  • superannuation
  • estate planning
  • wealth creation
  • insurance

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.

Office
77 King William Rd Unley, SA 5061

Contact: Darren James

Nasser Zreika – Lincoln Wealth Advisers

Director

Nasser is a highly experienced financial planner, having been in the financial services industry since 1997, and in Financial Planning since 2000.  He is the founder of Lincoln Wealth Advisers.

Nasser believes that money should help you live the life you want. His passion is understanding what this means to his clients, and building a long term relationship with them, to see them through life’s ups and downs. His advice includes retirement planning, investment advice, and ensuring your wealth and family are protected.

Away from work Nasser loves travelling with his wife and young twins.  He’s also an avid guitarist and mountain biker.

Contact: Nasser Zreika

Reg Grantham – Acorn Financial Services

Regulatory Guide 146 (RG146) sets out the training requirements for individuals who provide financial product advice to retail clients. Reg has met these training requirements, relevant to the authorisations.

Professional memberships
Member of the Association of Financial Advisors and abides by their code of ethics.

Australian Financial Services License
Reg is authorised to provide financial product advice and deal in the following:

i. deposit and payment products limited to:
a. basic deposit products;
b. deposit products other than basic deposit products;

ii. life products including:
a. investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
b. life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

iii. interest in managed investment schemes including investor directed portfolio services;

iv. retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997); and

v. superannuation.

Office
Suite 2, 68 North Terrace, Kent Town, South Australia 5067
 

Contact: Reg Grantham

Peter Berresford – MBA Financial Strategists Limited

Dip FP, Advanced Dip FP – Fellow Chartered Financial Practitioner FChFP

Peter is a Financial Planner at MBA Financial Strategists and commenced working in financial services in London with Citibank in 2001.  He joined the MBA Financial Strategists team in 2013 and enjoys working closely with clients in determining their financial goals and finding the most appropriate strategies to reach them as soon as possible through personalised and tailored financial advice.    Peter is passionate about helping a range of clients at different life stages to reduce stressful situations and help them regain control of their money and their life.

He can provide financial advice in the following areas:

  • investment strategies
  • superannuation strategies
  • retirement planning
  • personal insurance

Peter holds both a Diploma and Advanced Diploma in Financial Planning and a Certificate IV in Financial Services (finance/mortgage broking) and is a member and Fellow Chartered Financial Practitioner of the Association of Financial Advisers.

Office
77 King William Rd Unley, SA 5061

Contact: Peter Berresford

Mark Haynes – Haysman Financial Services Pty Ltd

Mark is a Certified Financial Planner and has over 40 years’ experience in the financial services industry. Mark spent his last three years with AMP Financial Planning as a Business Coach before joining Haysman Financial Services in 2004.

His loyal clients enjoy a high level of quality of advice which can be attributed to his many years of experience. A testament to this is the many referrals that Mark receives from his existing clients. We see Mark looking after a number of generations within the same family. Mark specialises in helping people who feel that it is finally time to slow down or stop working all together. He ensures that they can enter the best years of their life confident in their financial independence. Mark is also accredited to provide advice on Self Managed Superannuation Funds, this ensures that his clients have access to all options available.

Mark volunteers his services to the AMP Cancer Council Pro Bono Program by donating his time to provide invaluable financial advice to South Australian families affected by cancer. He also dedicates a considerable amount of time to the Chad Hancock Cancer Foundation for Young Adults of which he is the Chairman.

Mark is a supporter of Port Power Football club, volunteering his time to mentor some of the young players as they adjust to the life of professional football.

Office
Unit 1, 122 Carrington Street, Adelaide SA 5000

Contact: Mark Haynes

Milad Rezaei – Anchor Wealth

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:

  • Superannuation
  • Tax strategies
  • Investments
  • Personal insurance
  • Mortgage strategies

Qualifications:

  • Bachelor of Applied Finance degree, completed at the University of South Australia 
  • Member of the financial planning association

Office
183 Melbourne St, North Adelaide SA 5006

Contact: Milad Rezaei

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

  • Certified Financial PlannerTM 
  • Diploma of Financial Planning 
  • Accredited Aged Care ProfessionalTM
  • CFP Member of Financial Planning Association
  • Certificate IV in Finance & Mortgage Broking

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). 

Contact: Janine Williamson

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]

  • Member of the Mortgage Industry Association of Australia (MIAA)
  • Member of the Association of Financial Advisers (AFA)
  • AFD Financials Solutions is a member of the Financial Planning Association
  • Advanced Diploma of Financial Planning (Kaplan)
  • Diploma in Financial Services (Financial Planning)
  • Diploma in Financial Services (Finance/Mortgage Brokering Management)
  • Certificate IV in Financial Services (Finance/Mortgage Brokering)
  • Authorised Representative of Professional Investment Services Pty Ltd
  • Life Broker Representative of Professional Investment Services Pty Ltd.
  • Accredited Credit Representative with the Australian Loan Company
  • Australian Loan Company “Top Producer ” 2004
  • Australian Loan Company “High Performance Award” 2006

Office
270-272 Payneham Road, PAYNEHAM SA 5070

Contact: Fil Battisti

Let Us Help Connect you with the Best Financial Planner for your needs.

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BEST FINANCIAL PLANNER for your needs