The Best Women Financial Planners in Australia
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B Bus, AdDipFP, DipFP, CPA
Advisor Since: 2011 |
Simone Murray has an extensive background within both the Accounting and Financial Planning industries specialising in medium to high net wealth private clients from all walks of life within boutique service firms.
She entered the profession in 1994 as a trainee accountant and worked her way up to being a highly specialised Senior Tax Manager for many years. Her first introduction to financial planning came in 1995 with an opportunity to learn financial planning within her accounting practice and from there a real passion developed for investment and even led her to a 2-year role in stock broking.
It wasn’t until 2007 that she was given an opportunity to run the Financial Planning division of the Accounting and Financial Planning Boutique firm that she also became a partner in. This gave her the opportunity to really understand the value of advice to her clients and the benefit she could provide to her clients with her in depth knowledge of both accounting and financial planning.
While Simone no longer works as an Accountant she has retained her CPA qualification and continues to keep abreast of education within this field to keep her accreditation and to benefit her clients by being able to identify any possible issues that should be raised with client’s accountants to ensure their planning is not just for the here and now but also deals with the long-term impact that taxation on investments and estates may have on client decisions.
Simone is also deeply committed to the raising of education standards in the industry, and holds a Bachelor of Business (Accounting), Diploma and Advanced Diploma in Financial Planning as well as having passed the FASEA education requirement.
From 2017 – 2019 Simone made a personal decision to take a work Sabbatical and pursue her dream of living in France and learn the language. This time away gave her the space to become really clear on the career direction she wanted to take and really understand her “why”. She has a passion for helping people and wanted to do that in an environment that has the highest of ethical standards and has found that in her role at Rasiah Private Wealth.
Office
L8, 419 Collins Street, Melbourne VIC 3000
Certified Financial Planner®, B Fin, SMSF Specialist
Gianna works with senior professionals navigating complex financial lives, with particular depth in defined benefit schemes common across Canberra. Her “family CFO” approach brings structure across tax, legal, and investment decisions, making her a highly experienced financial planner for clients dealing with multiple moving parts.
Areas of Expertise: Superannuation and SMSF, Investment portfolio management, Retirement planning, Public sector superannuation, Debt management, Tax planning, Estate planning
Typical Clients: Professionals, Business owners, Pre-retirees, High-net-worth individuals, Families
B Bus, Dip FP, Certified Financial Planner®
Advisor Since: 2003 | | LinkedIn
Sally works closely with driven professionals and families seeking clarity through wealth management, balancing complexity with clear, practical guidance. Her client relationships are long-term and deeply personal, grounded in responsiveness and disciplined execution. Recognised nationally for consistency and excellence, Sally is widely regarded as one of Australia’s top-rated advisers, including by Brisbane clients.
Areas of Expertise: Wealth management, financial planning, superannuation, retirement strategy, advice for business owners, executives, medical professionals, separated spouses
Typical Clients: Professionals, Business owners, Families, High-net-worth individuals
Key awards: Barron’s Top 100 Financial Advisers (2020–2024), Barron’s Top 50 (2017–2019), Financial Standard Power 50, FPA CFP® Professional of the Year Finalist, AFR Top 10 Financial Advisers
Certified Financial Planner®, Chartered Accountant (CA), B Bus, SMSF Specialist
Advisor Since: 2003 | | LinkedIn
Olivia brings a media-informed, outcomes-driven approach to financial planning, shaped by decades at the forefront of Australia’s advice profession. As a co-founder of a fully independent, flat-fee firm, she focuses on removing conflicts and helping clients make confident long-term decisions. Her profile reflects an award-winning career built on leadership, advocacy, and advice clarity for clients nationwide.
Areas of Expertise: Retirement planning, superannuation strategy, wealth management, independent advice, fee-for-service planning
Typical Clients: Pre-retirees, Retirees, High-net-worth individuals, Families
Key awards: Hall of Fame Award for Business Achievement, Australia’s Top Financial Advisers, AFR Top 10 Emerging Leaders, WIFS Financial Planner of the Year, AFA Adviser of the Year, Australian Female Excellence Award
Certified Financial Planner®, SMSF Specialist, BComm (Acc & FP)
Stevie-Jade approaches financial advice through a whole-of-life lens, viewing money as a tool to support the life clients want to live. She is known for highly personalised strategies and for mentoring both clients and other advisers through complex decisions. This philosophy sits at the core of her work as an award-winning financial planner focused on clarity, purpose, and long-term confidence.
Areas of Expertise: Holistic advice, SMSF advice, strategic planning, coaching-based advice, superannuation strategy
Typical Clients: Professionals, High-income earners, Pre-retirees, Families, High achievers
Key awards: Self-Licensed of the Year (2024), Client Servicing Company of the Year (2024), Excellence Awards (2021, 2024)
Certified Financial Planner®, SMSF Specialist, B Bus (FP)
Ellie approaches wealth management through a whole-of-life lens, helping professionals and pre-retirees align money with personal priorities. With more than 15 years in advice, she combines technical depth with advocacy for better client outcomes and industry standards. Her work within a multi-award firm reflects an award-winning commitment to people-first advice.
Areas of Expertise: Goals-based planning, SMSF guidance, retirement planning, behaviour-based strategy, investment optimisation
Typical Clients: Professionals, families, values-driven planners, goal-focused investors
Key awards: Self-Licensed of the Year (2024), Client Servicing Company of the Year (2024), Excellence Awards (2021, 2024)
Certified Financial Planner®, Grad Dip FP, Dip FP, Life Risk Specialist (LRS), SMSF Specialist
Advisor Since: 2000 | | LinkedIn
Debbie brings an education-first philosophy to financial planning, shaped by more than 25 years in boutique advice. She deliberately avoids institutional models, preferring deep, individual relationships that help clients understand, not just follow, their strategies. Debbie’s work reflects a highly experienced adviser who views financial control as both practical and personal.
Areas of Expertise: Financial planning, superannuation, SMSFs, life risk insurance, securities and derivatives, client education, long-term wealth strategy
Typical Clients: Families, Pre-retirees, Retirees, Professionals
B Bus, GDip FP, Masters FP
Advisor Since: 2011 |
Susan’s advice is shaped by a broad career that began in mortgage broking before evolving into holistic financial planning. She brings a strong eye for detail and a client-first mindset, helping individuals make informed decisions as their circumstances change. Her steady, supportive style reflects her standing as an experienced financial adviser focused on long-term financial wellbeing.
Areas of Expertise: Investment and wealth building, superannuation, retirement planning, family financial planning, cashflow management, debt reduction
Typical Clients: Families, Professionals, Pre-retirees, Wealth builders
Masters FP, SMSF, Aged Care
Advisor Since: 2001 | | LinkedIn
Amanda has advised Gold Coast families since the early 1990s and is particularly known for simplifying complex financial situations through practical retirement planning. Alongside her work in super and aged care strategy, she brings an educational, stress-reducing approach to advice. She is an award-winning adviser with deep local roots and multi-generational client relationships.
Areas of Expertise: Superannuation, SMSFs, investment strategy, personal insurance, estate planning, aged care advice
Typical Clients: Retirees, Pre-retirees, Families, SMSF trustees
Key awards: Entrepreneur of the Year, Woman in Finance (2020, 2021 Finalist), SMSF & Accounting Awards (2017-18), FS Power50 Most Influential Advisers (2017)
M AppFin, AdDip FP, SMSF specialist
Morgan specialises in guiding clients through major life transitions, including business exits, inheritance, and separation, using structured financial advice that restores clarity and control. Her work blends technical depth with strong leadership within the profession. She is widely recognised as an expert adviser for complex, change-driven planning needs.
Areas of Expertise: Wealth management, retirement planning, business succession, inheritance advice, divorce financial advice, ESG investing, SMSFs
Typical Clients: Business owners, Professionals, Pre-retirees, Individuals navigating life transitions
Key awards: Financial Standard Top 50 Advisers (2022–2024); FAAA Female Excellence in Advice Finalist (2022)
M AppFin, GradDip FP
Advisor Since: 2004 |
Michal works closely with Isaac Robinson to bring you Hudson’s best advising team. By working with a team it enables you to have access to either one of them at all times. Their collaboration and strengths complement each other. Isaac is on the Investment Committee Board and is part of the Economics team and has an analytical edge. Michal has over 20 years of experience and is an expert at working with clients to build personalised strategy that is always tax aware.
Hudson Financial Planning, established in 1992, holds their own Australian Financial Service License. They are not bound by any institution and have the freedom to invest within the framework of their carefully crafted investment committee, led by an external asset consultant; Michael Furey. They have three generations of clients starting to come through Hudson now and this is testament to their care and dedication to clients.
Expertise
Education
Michal – Masters in Applied Finance, Diploma in Financial Planning, Diploma in Business Accounting, Graduate Diploma in Financial Planning. Tax Practitioners Board certified.
Isaac – Bachelor of Advanced Finance and Economics, graduated First Class Honours, Graduate Diploma of Business, Financial Planning.
Awards
Experience
Over 20 years providing comprehensive, quality advice to clients, with many client referrals, is a testament to the care and dedication Michal shows her clients.
Hudson Financial Planning believes in ‘no conflict of interest’ value investing, and absolute security within our core portfolio’s. All investing begins and ends with value. They are a Strategy First firm. Their strategies provide more than investment returns, they provide and plan for the impact of tax and the impact you want to leave as your legacy.
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