The Best Financial Planners In Adelaide

Need a Financial Advisor in Adelaide?

We have listed the 10 best Adelaide Financial Planners. 

Oliver Temme – Midesc – Sound Advisors

GradDipFinPlan, B Com, CFP® Authorised Representative

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 then construct a financial plan to ensure these goals are met. 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.

Oliver Temme is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.  Midsec Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group.

Office
Midsec Pty Ltd
​2nd Floor, 170 Greenhill Road
,
Parkside SA 5063

Contact – Oliver Temme

Paul Cetrangolo – Owl Financial Management

Senior Financial Advisor

Authorised Representative of GWM Adviser Services Limited. Australia Securities and Investment Commission Authorised Representative number 343570. Member of Financial Planning Association of Australia Limited.

Paul has been involved in the financial services industry since 1998. Over these years Paul has gained considerable industry experience by working within trustee companies, superannuation administrators, fund managers and financial advice practices. These experiences have allowed Paul to build a range of skills that not only assist clients to meet their individual goals and needs but also run his own financial advisory practice which has now become part of Owl Financial Management.

Paul specialises in Superannuation, Wealth Accumulation Strategies, Retirement Planning, Personal Risk Insurance, and Cashflow and Budgeting.
Qualifications:

  • Diploma of Financial Services (Financial Planning) Dip FS
  • Advanced Diploma of Financial Services (Financial Planning) Adv Dip FS
  • Advanced Diploma of Accounting

Personal Details:

Paul is married to Antonietta and has two sons, Christian and Oscar. Paul loves spending time with his family and also has a passion for sports. Paul is also a football (soccer) referee, officiating in Australia on the Hyundai A-League and is also on the FIFA International referees panel, officiating in matches around the world including the 2012 AFC Champions League final, 2014 FIFA Club World Cup Semi-final and 2015 AFC Asian Cup.

Office
292 Payneham Road, Payneham SA 5070
 

Contact: Paul Cetrangolo

Bridget Lamphee – Heard Financial

Bachelor of Business Degree

Post Graduate Diploma in Applied Finance and Investment

Bridget has been working in the financial services industry for almost twenty years. She focuses on providing targeted, independent and unconflicted financial advice. Bridget specialises in the area of self-managed superannuation funds (SMSF) offering strategic, investment and estate planning advice as well as insurance solutions. Her expertise has been recognised in a number of shining industry associations including a Fellow Member of FINSIA, an accredited Aged Care Professional from Aged Care Steps and has been a Specialist Advisor member with the SMSF Association since 2005. She also holds a Bachelor of Business Degree from Uni SA and a Post Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, now FINSIA.

Bridget was thrilled to be recognised by her peers by being nominated as a finalist in three categories of the 2016 & 2017 Independent Financial Advisors (IFA) Excellence Awards:- Investment Advisor of the Year, SMSF Advisor of the Year and Holistic Financial Advisor of the Year.

In Bridget’s spare time she enjoys spending time with her friends and three children.

Contact Bridget Lamphee
(08) 7070 1603
[email protected]

Office
93 Frome Street, Adelaide, South Australia, Australia 5000

Contact: Bridget Lamphee

PIETER BOTHA – PHB Financial Planning

Before migrating to Australia in 2011 and before becoming a Financial Planner in Australia, Pieter was a personal injury lawyer for 15 years in Pretoria, South Africa.

When Pieter worked closely with his clients, he started to win some very large compensation payouts for them, sometimes seven-figure sums. Pieter wanted to help further in ensuring this new found wealth would last. Pieter often witnessed families losing their compensation payouts due to poor financial management. Families just could not manage large sums of money on their own, and Pieter soon realised that more value could be added. This area of advice was rewarding to Pieter in terms of making a difference in peoples lives and became the inspiration behind becoming a qualified Financial Adviser.

My experience

I was a solicitor, businessman and entrepreneur in my legal practice for 14 years. I conducted my sales and marketing actions, mainly through networking and referrals. I consulted and advised on litigation, insurance, -investing and -estate planning matters for private and commercial clients. I am currently an Authorised Representative under the Australian Financial Services License of Sentry Financial Services Pty Ltd 286786.

Contact: PIETER BOTHA

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

Brenton Miegel – Goldsborough Financial Services

Brenton is a CERTIFIED FINANCIAL PLANNER® and an Authorised Representative of Goldsborough Financial Services.

Brenton joined the financial services industry in 1990 and since 1997 has been providing comprehensive financial advice to wealth accumulators and retirees alike.

After joining Goldsborough in 2000 Brenton became a shareholder in 2005 and a Director in 2016. Since early 2016 Brenton has been answering your questions in his weekly “On the Money” column in the Sunday Mail. He has also been actively involved in taking calls and answering your questions on talkback radio on FiveAA since 2000.

Brenton is a CERTIFIED FINANCIAL PLANNER® and holds a Diploma in Financial Planning. In 2017 he was voted one of Financial Standards FSPower50 “The 50 most influential advisers in Australia”.

A very strong family man, Brenton enjoys quality time with his family and all the activities that can entail. He’s also very active in the community, having a long and proud association with the Mitcham City Brass Band.

Being very passionate about the importance and value of financial planning, Brenton can offer you ongoing professional advice incorporating a wide range of financial planning strategies. These include:

  • Wealth accumulation and risk management
  • Early retirement and redundancy strategies
  • Estate planning
  • Retirement income streams and Centrelink
  • Asset allocation and fund manager selection

Office
120 Greenhill Road, Unley SA 5061

Contact: Brenton Miegel

David Nelson – NAB Financial Planning Adelaide CBD Pty Ltd

Qualifications:

  • Bachelor of International Finance – Griffith University 2000
  • Diploma of Financial Planning (FNS50611) – Kaplan
  • Margin Lending and Geared Investments – Kaplan 2011
  • Completing SMSF Course Kaplan Professionals – Kaplan 2016

Memberships:

  • AMP FPA (AMP Financial Planners Association)
  • Queensland Geological Society
 

Background:

  • It’s has genuinely been his goal to help people and work in the financial services industry from a young age; the industry seemed very exciting and challenging. He began in the financial planning industry in 1999 as a ‘trainee’ Financial Planner after completing his degree in International Finance at Griffith University.
  • He soon established a growing client base and now solely work with referral clients. While working in the industry He had attained the PS 146 and diploma of financial planning requirements. He had developed a broad experience in asset accumulation tax & risk management for both personal and companies.
  • He gets great satisfaction in improving his client’s financial security and quality of their live. To this end his business operates exclusively on referral and strategic partners’.

Passionate

About life and the opportunity to assist people from all walks of life to improve their financial situation and giving them confidence to improve their lives.

Personal

When out of the office He enjoys getting back to nature. He especially enjoys the Gold Coast beaches for surfing and Hinterland for bush walking and photography. He is enjoying travelling and going to the snow in Japan for the contrast and culture.
Languages

He had studied Mandarin Chinese for 7 years and also speak some basic Japanese and have an interest in politics and geography as economise are driven by people. The region they live in is dynamic and it’s important to be aware of where they are headed and how these changes can benefit clients.

What they do is

A full and detailed assessment of where you are at now both financially and personally and professionally. They then discuss your goals and objectives and define where you want to be in the future both financially and personally taking into consideration your time frame risk profile stated preferences we develop a unique financial plan that is specifically designed to assist you achieve your financial goals.

So that they can

By having a plan in place to achieving your goals this offers peace of mind for you and your family’s future, knowing that all your hard work now will actually yield you your desired lifestyle.

Which means

You can get on with the rest of your life and focus on your family and career and other personal aspirations knowing that your financial security is being looked after and regularly reviewed.

Office
Level 6, Southport Central Commercial Tower 3, 9 Lawson St, Southport, QLD 4215

Contact: David Nelson

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

Mark Borg – MBA Financial Strategists Limited

Mark started MBA Financial Strategists as a small financial planning practice in 1985 on King William Road in Unley. MBA FS has grown to a business that now employs over 20 people and is regarded as one of AMP’s leading financial planning practices nationally. In 2016 and 2017, MBA FS was recognised for its achievements in best practice and client service by being named AMP Financial Planning’s Practice of the Year in SA/NT. In addition, the practice was named as one of only three finalists in the national 2017 Financial Planning Association (FPA) Award for Professional Practice of the Year. Also in 2017 six MBA FS financial advisers were added to the Most Trusted Advisers Network – an independent website and initiative of the Beddoes Institute as a way of connecting consumers with professional, high quality financial advisers. Click here for a summary of the Beddoes client survey results.

Mark’s overriding focus is to provide holistic, professional financial planning advice to a wide range of clients, tailored to suit their individual situations and help them reach their goals at every stage of life.

Mark himself has been recognised over the years for delivering best practice advice for his clients and in 2017 he was added to the Most Trusted Adviser Network and in 2015 was shortlisted for the Financial Planning Association CFP® Professional of the Year award. He recently moved into the newly created position of general manager of MBA Financial Strategists, allowing him to oversee his team of professional financial advisers and provide strategic direction and further growth for the business.

Mark is an authorised representative and credit representative of AMP Financial Planning Pty Limited and a member of the Financial Planning Association. He is a CERTIFIED FINANCIAL PLANNER® professional and a specialist in self- managed superannuation funds and investor-directed portfolio services.

Mark is also a media spokesperson for AMP Financial Planning, providing regular commentary on personal finance in print and electronic media nationally.

Make an appointment with Mark

Office
77 King William Rd, Unley SA 5061

Contact: Mark Borg

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