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The Best Women Financial Planners in Australia
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Let us find the Best Financial Planner for your Needs and Situation.
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
I am a Financial Advisor at Northeast, a unique financial planning firm in Melbourne.
My background as a refugee has given me a unique perspective on how powerful helping others can be and the difference it makes in shaping someone else’s life. It’s this knowledge that first cultivated my passion for helping people live better lives – and is the reason that I was drawn to financial advice.
My career goal is to assist women in developing a better relationship with their finances and empowering them to take charge of their financial future. There’s a misconception with what women think of when they hear the term “financial advice” and what it actually is. I aim to break down this idea to show all women that financial wellbeing is truly achievable and can be done on their own terms.
My advice
Throughout my 9 years in financial advice, I have learned that all humans have a common goal – be financially free to live the life they truly want. My approach with my clients is to really spend the time to get to know them and help them work out what is really important – now and in the future.
Once their life goals are set, my role is to be the professional in their corner, coaching them along their journey to their ideal life. I achieve this by providing strategic, holistic advice that encompasses all of the areas of goal setting, investing, cashflow strategies, tax planning, superannuation recommendations, insurance advice and anything else in between. Seeing my clients live a stress-free life and know they are on track to achieve their goals is the most rewarding part of what I do every single day.
Northeast is a privately owned business, which offers advice on a fee for service model. This means they’re not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. They’ve done their best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
To learn more about Northeast and the client journey, click here.
To learn more about what their clients have to say about them, click here.
If you’d like to have a short, no obligation chat about your situation, you can book a phone call here or visit www.northeastwealth.com.au.
Louise has been involved in financial planning since 1989. Over that time she has helped countless people imagine and then build a brighter financial future for themselves and their family. Over three decades since she began her career, she still derives enormous satisfaction and is passionate with assisting her clients achieve their financial goals.
Louise joined Financial Lifestyle Managers in 2004 after working for both AMP and Westpac. She immediately fell in love with the business – so much so that she bought it in 2006. In 2012, after six years of growing the client base and helping hundreds of people build a more secure financial future, she merged with FMD. After 2 and a half years She then began a new business in April 2015 and re-started Financial Lifestyle Managers, to enable her to concentrate again on helping clients achieve their dreams.
No matter what life stage you are in, Louise understands that nearly all your major decisions require a financial commitment. Whether it’s planning for retirement, accumulating wealth, going on a holiday or paying off the mortgage quicker, all of these decisions are impacted by your financial resources.
Louise will help you manage these financial resources to ensure your lifestyle is as good as or better than you ever imagined it could be.
The benefit to you is that she can aim to save you tax, ensure you are invested correctly and maximise any Centrelink entitlements. More importantly, she can help reduce your financial stress.
Louise will tailor a solution to suit your financial future no matter what life stage you are in – Start-up mode, Wealth Accumulator, Pre-Retiree or Retired.
Olivia Maragna is one of Australia’s most respected financial experts. She was featured on Channel Nine in the headline story of the Federal Budget with Ross Greenwood and Laurie Oakes and was invited by the ABC’s 730Report as a panel expert leading up to the last Federal Election.
Olivia has been recognised as a driving force in the finance industry and has been named one of the top 10 most financial influencers in Australia, sharing the list with the likes of David Koch, Ross Greenwood, Alan Kohler and Mark Bouris.
In 2003, she co-founded Aspire Retire, one of the industry’s highest award winning financial advisory firms, servicing clients Australia wide.
Olivia has made a habit of breaking through barriers and has been presented with a Hall of Fame Award for Business Achievement, awarded 2020 Australia’s top Financial Advisers for a second year in a row, the Australian Financial Review’s Top 10 Emerging Leaders for 2014, the WIFS 2013 Financial Planner of the Year and the 2012 AFA Adviser of the Year.
In a career punctuated with Australian ‘firsts’ and major business awards including the Young Business Woman of the Year, MYOB Business of the Year and the AFA Australian Female Excellence Award, Olivia has always been driven by making a difference to her clients.
In recognition of her business achievements and community involvement, Olivia has been chosen as one of eighteen of Australia’s most inspiring female leaders in the Leadership in Focus Forum and represented Australia in a Global Forum in Switzerland.
She is a sought after speaker on money and business across the country at various national/international organisations and currently serves as a judge for the Telstra Business and Women’s Awards.
Olivia has been featured on the front cover of 7 National magazines and has been published/featured in hundreds of articles in mainstream media across TV, print and radio.
Aspire Retire is privately owned and does not have any alliances with big corporations. Operating without commissions, Aspire Retire’s fee model is not linked to percentages or values of investment monies and instead charges agreed flat dollar fees based on the services their clients’ require.
Office
Level 6, 345 Ann Street, Brisbane Qld, 4000
CERTIFIED FINANCIAL PLANNER®
Are you a professional or Executive who is an expert in your field, but not your finances?
Are you a senior public servant with Public Sector Superannuation (PSS, CSS and PSSAP)?
Are you looking to invest in a diversified, professionally managed portfolio?
In retirement and wanting to manage investment risk?
Are you a successful business owner who has been in business for a while?
If so, then Gianna is likely the best financial planner in Canberra to help you reach your goals.
Client testimonials
Irene, Academic – “Gianna is the best financial advisor of three that I have known. She has skilfully determined the optimal strategies to maximise our retirement income, providing my husband and I peace of mind about our retirement. I wish that I had met Gianna years ago!”
Rob, Business Owner – “Gianna has helped my wife and I get our financial life back on track when we never would have ourselves. Gianna was also an essential team member helping our small business survive through Covid Lockdowns/closedown period. Gianna is professional and personable”
Tim, Accountant – “Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions, backed up by her technical and industry knowledge. Gianna is always prompt, courteous, and extremely professional and it is a pleasure having her as our financial adviser.”
Areas of Expertise
A trusted relationship
Her approach is different. She doesn’t try to be all things to all people. By keeping her client list low she can spend more time getting to know you, understand what you want to achieve, and be there when you need her help – now, and long into the future.
She has 20 years’ experience in financial services and was recently nominated for the prestigious 2021 Women in Finance – Financial Adviser of the Year Award and the IFA Excellence Award – Goal Based Adviser.
She is also an expert in PSS and CSS whereby her expertise is sought after by senior-public servants who want the right advice regarding their complex defined benefit scheme. She is also approached by other financial planners for her knowledge!
Running a business? She does too! She understands the added complexities of running a business – hence she considers the whole balance sheet when providing advice.
All meetings are offered via Zoom or in person at her Canberra office. Gianna and her financial advising team have clients nationwide due to their flexible services.
Gianna collaborates with other trusted professionals such as lawyers, accountants and mortgage brokers – saving you time and hassle.
Gianna and her team offer a range of bespoke financial planning services from the premium Private Wealth Program, to scoped advice. But first, Gianna may invite you to a 90min Discovery Meeting. You can read more about her services and fees via her website.
Book your complimentary 15min chat today.
Office – 1 Parbery Street, Kingston, Canberra, ACT, 2604
True Diamonds Financial Pty Ltd is a boutique financial advisory firm located in Varsity Lakes, Gold Coast.
At True Diamonds Financial we take pride in being financial planning professionals and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever-changing financial landscape. With clear, jargon-free advice, we will guide you through a process designed to help you achieve your financial and lifestyle goals. We work with you to establish where you are now, what you want to achieve in the future, and what you need to do to turn your financial goals into reality. With a deep understanding of the opportunities available, you will be well positioned to make informed financial decisions every step of the way.
With over 14 years’ experience in the financial planning industry and being a licenced financial adviser since 2013, Rachael has been helping her clients reach their lifestyle and financial goals through honest, strategic personal advice. She is committed to providing an outstanding service to her clients through building long term sustainable relationships, and strives to provide her clients with peace of mind throughout their life journey.
We offer in-depth knowledge and advice in the following key areas
We welcome you to contact us on 0417 227 132 or at [email protected] for an obligation-free initial consultation at no cost.
Office
Suite 1, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227
Senior Financial Adviser
Alison Greenwood has been a Financial Adviser for nearly 30 years and prior to starting her own business, worked as a Principal in an accounting firm.
Alison is a certified financial planner and has nearly completed her Master’s of Financial Advice. Her major in Psychology has been beneficial in helping clients understand money and in setting their financial goals.
Alison is able to advise in all areas of financial planning from retirement planning, Self Managed Superannuation Funds, personal insurance and Centrelink entitlements.
Alison enjoys developing relationships with clients and working with them to ensure they have the right information and appropriate strategies that are updated with regular review.
Office
L2, 100 Melville St, Hobart, 7000, TAS
Sally holds a Bachelor of Business degree from Griffith University and was the top graduate from her year. She holds a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and the internationally recognised Certified Financial Planner® practitioner designation, the highest certification for financial advisers in the profession.
Industry Recognition
Sally prides herself in providing exceptional personalised services to her clients. She partners with successful hard working families, business owners, executives, busy medical professionals and separated spouses to make the most of their financial future.
“Sally approaches my finances with skill and overall competence that I value enormously. She is always readily available to answer my questions and responds to them quickly and fully. She always explains my financial matters to me in clear and easy language and gives me realistic future options to consider. I find her intelligence in dealing with my finances very reassuring – it is one of her great strengths.” Dr Frances Jenkins Ashgrove, Brisbane
Office
Level 13/240 Queen St, Brisbane QLD 4000
Stevie-Jade Turner – Verse Wealth
CERTIFIED FINANCIAL PLANNER
I’m a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.
I love helping people, and from an early age I’ve had an affinity for complex maths and enjoyed problem solving. It was this combination that lead me to a career in financial advice in 2009. I’ve since spent more than a decade helping clients achieve goals and feel financially secure, as well as coaching many Financial Advisers. I’m passionate about advice that is truly personalised, strategic and I love thinking outside the box to figure out how clients can make sure their money is really serving them.
Our Approach
At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here
Our Clients
We work with professionals, pre-retirees, high achievers and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘I could not be happier with their professionalism and knowledge.’ James. F
‘The Verse team will change your lives forever.’Stephen. S
To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.
Recent Awards
If you’d like to have a short, no-pressure chat you can book a call with us below or visit www.versewealth.com.au
Office
Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
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.”
Debbie has over 20 years’ experience as a financial planner and is passionate about assisting people in reaching their full financial potential.
As the owner of a boutique practice – Rise Advice Pty Ltd – Debbie is able to personalise her service to ensure she meets her clients needs and they are treated as an individual with unique goals and aspirations.
Debbie has deliberately avoided positions at large financial institutions throughout her career, as she truly believes the personal touch adds real value, and she has built this ethos into the core of her practice
There are two mantra’s Debbie repeats to her clients – Education is Power – she seeks to not only assist clients in their financial journey but also help them to learn financial concepts and principals along the way.
The second is Money is a Control Relationship – either you control it or it controls you.
Helping people reach their full potential permeates every aspect of Debbie’s life – both professionally and personally.
She, along with her husband, is an emergency and respite foster carer, has been involved in mentoring young girls from domestic violence backgrounds and was heavily involved with a charity rescuing girls from (or at risk of) sex trafficking.
Qualifications
Amanda Cassar is passionate about helping her clients simplify their financial situation.
Knowing that money issues can be one of the top forms of stress, her goal is to help lighten the load for you.
Amanda is an award winning adviser and author, who holds a Master of Financial Planning and specialist accreditations in Self Managed Superannuation Funds and Aged Care advice.
She has been involved in financial services on the Gold Coast since 1992 after graduating from both primary and high school locally.
Wealth Planning Partners and Trusted Aged Care Services are her businesses, run from her offices in Robina.
This is very much a family business, with both Amanda’s adult children involved in the practice.
Contact Amanda for assistance with:
Amanda is also a member of the following organisations:
Office
Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226
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).
CERTIFIED FINANCIAL PLANNER®
I’m a Financial Adviser at Verse Wealth, a team of multi-award winning financial advisers. I’ve chosen to align my career with a leader in the profession, who listens to clients, values people over product, and provides truly personalised advice. In my more than 15 years in advice, I’ve been dedicated to my clients, as well as championing causes I’m passionate about including promoting females within a historically male dominated profession, and helping attract young people to financial advice as a career choice.
Our Approach
At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.
Our Services
Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here.
Our Clients
We work with professionals, pre-retirees, high achievers and more. They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here.
What our clients say
‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M
‘Verse have been indispensable helping my family achieve our goals.’ Greg. P
‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C
‘I could not be happier with their professionalism and knowledge.’ James. F
‘The Verse team will change your lives forever.’ Stephen. S
To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.
Recent awards
If you’d like to have a short, no-pressure chat you can book a call with us below or visit www.versewealth.com.au
Office
Hub Anzac Square, Level 6/200 Adelaide St, Brisbane City QLD 4000
© 2019. All rights reserved.
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