The Best Financial Planners In Adelaide

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Let us find the Best Financial Planner for your Needs and Situation.

We have listed the 10 best Adelaide Financial Planners.

Simon Wotherspoon – Perks Private Wealth


Simon is Director of Perks Private Wealth and a key member of the wealth advisory team. Simon brings a wealth of experience and diverse skills including a background in corporate sales and marketing, followed by a decade as Director of Wotherspoon Wealth where he steered his financial advisory practice to peer acclaim as FPA Professional Practice of the year in 2018, ultimately merging with Perks in 2020.

Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients. The cornerstone principles of transparency, honesty and accountability underpin his thriving client-adviser relationships.

Simon joined Perks Private Wealth in March 2020 after merging with Wotherspoon Wealth and is keen to drive the next phase of the financial planning profession.  

 Specialist Areas:

Simon specialises in providing comprehensive financial advice services to self-funded retirees, successful business owners, professionals and those with aspirations for financial success and comfort in retirement.


  • Certified Financial Planner (CFP®)
  • SMSF Specialist Advisor (SSATM)
  • Graduate Diploma of Applied Finance (Financial Planning)
  • Bachelor of Business

180 Greenhill Road, Parkside, SA 5063

Contact – Simon Wotherspoon

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.



Graduate Diploma of Financial Planning

Bachelor of Commerce

Accredited Listed Product Adviser Program

Self Managed Superannuation Funds accreditation

Lvl 2, 170 Greenhill Road, Parkside SA 5063

Contact: Oliver Temme

Samantha Harrison – Perks Private Wealth

Associate Director

Samantha is an Associate Director at Perks Private Wealth, a privately-owned wealth advisory firm with dedicated in-house investment research capabilities.  Samantha strongly believes transparency, honesty and accountability are the cornerstones of a successful relationship. 

Samantha enjoys working with people for whom she can add significant value, harnessing her Chartered Accounting and Financial Planning skills. Samantha’s key strength is being able to readily communicate with her clients, making the complex simple. A strong client-first philosophy has allowed Samantha to attract a rapidly growing group of private clients, working together on strategies and investment portfolios to meet their diverse needs.

Samantha has previously been involved in South Australia’s Financial Planning Association Local Chapter and a leader within the Financial Planning profession. In recent times, Samantha’s leadership in former firm, Wotherspoon Wealth, was a pivotal part in their ‘FPA Professional Practice of the Year’ award in In 2018.

Specialist Areas:

Samantha provides comprehensive financial advice services to self-funded retirees, successful business owners, medical and dental professionals and those with aspirations for financial success and comfort in retirement. Samantha predominantly works with business owners, medical professionals and self-funded retirees.


  • Chartered Accountant (CA)
  • Certified Financial Planner (CFP®)
  • Bachelor of Finance

180 Greenhill Road, Parkside, SA 5063

Contact: Samantha Harrison

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.


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.

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

120 Greenhill Road, Unley SA 5061

Contact: Brenton Miegel

David Nelson – NAB Financial Planning Adelaide CBD Pty Ltd


  • 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


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


  • 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’.


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.


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.

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.

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.

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

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

270-272 Payneham Road, PAYNEHAM SA 5070

Contact: Fil Battisti

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