The Best Financial Planners In Brisbane

Need a Financial Advisor in Brisbane?

We have listed the 10 best Brisbane Financial Planners.

VISIS PRIVATE WEALTH

Australia’s Leading Boutique Private Wealth Firm

& Winner of the
Independent Financial Advice Awards

“Holistic Advice Firm of the Year”
&
“Client Services Firm of the Year”

Visit us @


Contact – VISIS PRIVATE WEALTH

Chris Smith – VISIS Private Wealth

  • 2015 CERTIFIED FINANCIAL PLANNER® of the Year – NATIONAL WINNER (FPA Best Practice Awards)
  • 2015 Independent Financial Adviser – Individual Excellence Award – WINNER
  • 2015 Independent Financial Adviser – Best Client Service Adviser Individual Award – WINNER
  • 2015 Independent Financial Adviser – Boutique Firm of the Year Award – WINNER
  • 2015 Independent Financial Adviser – SMSF Adviser of the Year Award – FINALIST
  • 2015 PlanPlus Global Financial Planning Awards – Best Financial Planner (Europe Region) RUNNER UP
  • 2014 CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards Queensland WINNER
  • 2013 CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards Queensland Runner Up
  • 2014 Best Client Service Adviser – IFA Excellence Awards – FINALIST
  • 2014 & 2015 Best Multi Service Practitioner – IFA Excellence Awards – FINALIST
  • 2014 & 2015 Principal of the Year – IFA Excellence Awards – FINALIST
 

As the Founding Partner of VISIS Private Wealth, Chris has built a professional team founded on a rare commitment: truly impartial advice to help clients achieve their financial and life goals.

Chris is a Certified Financial Planner and SMSF Specialist Adviser and has over 15 years’ experience in providing strategic financial advice, successfully delivering tailored, practical and smart solutions that get results. After establishing VISIS in 2001, Chris has worked to build a respected, 100% privately owned practice – with no alliances to other financial institutions. “Quite simply, I am genuinely and solely driven by client needs”.

VISIS, is proud to offer the best of both worlds: the size and resources to offer market-leading services, with personal attention and support. Every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance/lending, superannuation, taxation advice and accounting services.

A hands-on and personal approach gives Chris real insight into clients’ challenges and the ability to offer solutions that work for them and make the difference. With the VISIS team, Chris helps self-funded retirees, executives and business owners to effectively manage, grow and protect their wealth every day. Chris has a proven track record of building long-term partnerships with leading business people, high net wealth individuals and families. “I strive to combine my deep industry knowledge with a proactive and straightforward approach so my clients can make clear, informed decisions with confidence”.

While providing a full range of wealth management advice and strategies, key areas of specialist knowledge include:

  • investment management;
  • self-managed super funds;
  • executive share plans;
  • tax management; and
  • investment/wealth entities and vehicles.

Chris is continually looking to help new clients with their wealth management advice.

Office
Level 14, 145 Eagle Street Brisbane QLD 4000

Contact: Chris Smith

Robert Creaton – My Wealth Solutions Pty Ltd

Rob came to My Wealth Solutions from another boutique financial planning firm where he gained experience as a Paraplanner and as an Associate Advisor. Previous to financial planning Rob served in the Australian Army for five years coordinating joint fires and effects through the use of Artillery and Aircraft.

 

Experience
Rob has almost 3 years working in
the financial planning industry whilst completing his Diploma in Financial
Planning in 2015 and is currently nearing completion of his Bachelor of
Commerce (Business Law) degree. Upon completion of his bachelor’s degree, Rob
wants to further his studies and will look to study a Masters in a
finance/business related discipline.

Role
As an Associate Adviser within the
business, Rob is heavily involved in the preparation of financial plans and
strategies to grow and protect our clients’ financial futures. As his role
expands, Rob is will build his client base by developing strong relationships
with other industry professionals and through his personal networks. Rob is
concise and disciplined in his approach to the financial planning process where
he strives to obtain the best outcome for his clients to put them in the best
situation possible.

Outside of Work
Outside of work Rob is passionate
about his health and fitness and is regularly running or in the gym. Rob is
also a keen golfer and is always looking for a chance get out on the course.

Office
Level 1/54 Doggett Street, Newstead, Brisbane, QLD 4006

Contact: Robert Creaton

John McAuliffe – John McAuliffe

John McAuliffe AFPA, AFA, DipFp., BSc., DipTeach. (Premier Wealth Coach & financial strategist, Brisbane, Australia.)

“Did you know that the average Australian carries more debt [367,000] than ever before, and that is only set to increase in the future? If you didn’t know that? Nor did I. Debt is the 2nd most contributing factor leading to adult depression and sadly suicide.” -J. McAuliffe.

John McAuliffe has understood and acted on these important trends for many years. He believes that the financial situation in Australia is scary [e.g. debt levels, retirement capita, the financial cost of ill health, etc.] needs to be addressed by solid professional skills and practical education.

John understands exactly how to make money for his clients. If financial matters are not your strong point, it makes perfect sense to let someone with the right knowledge put your plan together.
Someone who understands the challenges you face and has “been there, and done that”.

Here is a brief snapshot of John’s career with comments & quotes by John himself. It will help you fill in a few of the blanks before perhaps you decide to meet him in person…

  • John started his career in quite a conventional way – as a high school Maths teacher!
  • “John likes to solve your problem”, Tony T. Brisbane.
  • He remembers spending long hours at work each day with little (if any) spare time to think about his future.
  • “When I wasn’t teaching, I used to worry about how I just wasn’t getting ahead financially.”
  • My Super contributions would not keep me out of the poor house in the future. “It was a very worrying time for me and my family”, John remembers. “At least I was good with numbers – that gave me a head start when I finally decided that ‘enough was enough’.”
  • The time had definitely come to start helping myself and my family.” Whenever I could justify some spare time, I had my head in a book about finances. For months on end, I learned all there was to know about the stock market, about the various kinds of investment funds, about rental properties, about taxation, not to mention insurance. You name it. If there were courses available, I attended them.” This was around mid-1984.
  • ” Most people find these subjects boring, but I loved them! And, to my surprise, I discovered that I was actually very good at them! Although I didn’t realize it at the time, by taking the time to learn about financial matters, I had in fact discovered a passion for building wealth, a passion that continues strongly to this day.”
  • Urged on by family, not to mention a few friends who approached me for advice in those crucial early days, John decided to follow a career in the financial services industry.
  • “I earned the qualifications necessary to become a financial planner, but I believe I was also helped by the fact that my enthusiasm attracted a stream of eager clients!”
  • When Paul Keating left office and the superannuation laws changed forever, one thing was painfully clear to John.Superannuation, the pension, and the odd ‘investment properties’ are simply not enough to secure your future.
    This is especially true if you want to retire on an income that will allow you to maintain an enjoyable lifestyle.
  • “If you remember nothing else from my story, please remember this: ‘It costs ~$2 to pay out $1 of private debt & ~$0.50 to pay out $1 of deductible debt.’ A $1, which in the future, will be very scarce & valuable is also an equally scarce & valuable today.”
  • “If you find your rates & medical insurance expensive or unaffordable today, how will you manage tomorrow on retirement? Or will you be able to afford the 2nd great Australian dream? Do you want to be better off than your parents are & at an earlier age?”
  • Approximately 30 years ago, John decided it was time for a second change.
    A teacher at heart, he felt the need to not only help people plan their futures, but help them to understand what he was doing and why. That’s one of the important reasons why John’s approach is different and truly unique.
    John is an expert at recognizing key trends and teaching his clients how to take advantage of them. It has produced some big payoffs for his clients. He says, “a unique feature of my service is that clients can look back over the years, and in just minutes, measure their own financial progress – that’s something they haven’t been able to do previously.”
  • By 2010, making the right financial choices was more complex than it has ever been. John says:
    “I have always earned my own reputation by being friendly, upbeat, and honest. That’s why, like many others, you can trust me to make the right decisions while working alongside with you.”More often than not, these are decisions Clients may not have had the time, the right information, or the security-in-mind with confidence to previously do.”
    “We reach out to people.”

Office
37 O’Neil St Moorooka QLD 4105 Brisbane, Australia

Contact: John McAuliffe – John McAuliffe

John Duncan – True Financial

Director for True Financial – John Duncan 
To receive the best financial planning advice you need the best financial planner. John Duncan is certainly in that category. John is a financial planner who is unique in not only his high level of knowledge and experience in financial planning but also in the amount of areas that John advises in.

A Financial Planner with a strong Education background.
John is a Certified Financial Planner through the Financial Planning Association of Australia. This certification assures the public that those accredited have met rigorous professional standards and have also agreed to adhere to the principles of integrity, objectivity, competence, fairness, diligence, professionalism, confidentiality and compliance. John also holds a Diploma of Financial Planning along with a Bachelor of Business majoring in Banking, Finance and Accounting from the Queensland University of Technology. He has held a Proper Authority since March 1997.

Experienced Financial Planner
John has over 15 years experience in the financial services industry. He began his career as an accountant with several different firms in England before returning to Brisbane in 1996 where he worked as a Financial Planner with Hillross Financial Services. In 1999 he joined Wilson HTM as a Senior Financial Planner where he honed his relationship building skills by managing an extensive client portfolio and providing advice and strategies for pre and post retirement, wealth accumulation and wealth protection.

Industry Credentials During John’s time at Wilson HTM, he was approached by the Queensland University of Technology to develop and provide lecturing and tutorial services for an Introduction to Financial Planning course – John accepted and embraced this opportunity. He was also admitted to the prestigious Personal Investor magazine ‘Masterclass’, which showcases the top 50 financial planners in Australia when tested on their technical knowledge and expertise of application to real-life scenarios.

In 2004, John joined the Fowler’s Group and together with David Kretschmer ran the Brisbane office. In March 2007 John together with David started Financial Services firm Unity Partners. John commenced True Financial in 2012 and takes pride in delivering fee based advice and first-rate customer service to clients.

What you get from your financial planner: 
To truly help you get your total financial house in order and give you the best chance of achieving your goal regardless of what is happening in the world around us, we need to understand your own life issues. What is important about money to you? How will your financial decisions impact each area of your life? What does your ideal life look like? Only after having a good understanding of what is important to you will your financial planner design a plan to give you the greatest chance of achieving your goals. John has not only saved financial planning clients thousands of dollars a year through his expertise as a financial planner but saves them numerous headaches with his determination to get the top outcome for his financial planning clients.

Ongoing service provided from your financial planner:
Investment wise John is the steady hand in the emotional rollercoaster of investing. Through rigorous research and an asset-based approach John works to deliver a successful “investment experience” to every financial planning client and helps clients steadfastly focus on the benefits of long-term investing. John is a rare financial planner where frozen funds are non-existent with his clients. John is a financial planner who provides a consistent and rational investment experience that his financial planning clients have benefited greatly from. If you want a financial planner who puts his clients first and has the expertise and experience to give you a good financial planning experience give True Financial a call.

Professional Memberships
John is a member of the Financial Planning Association of Australia as well as being a member of the Million Dollar Round Table.

Contact: John Duncan

Neil Kendall – Tupicoffs

      • Neil joined Tupicoffs in 2002 after spending many years with major financial institutions.
      • Neil was General Manager with the National Australia Bank running one of their financial planning divisions with over 120 advisers.
      • Neil also spent seven years with Bankers Trust and resigned from his position of Vice President to join MLC in 1999.
      • Neil is currently the Chair of the Financial Planning Association Board and the Chair of the Financial Planning Standards Board Council.
      • In his role as an FPA Director he has been pivotal in the FPA’s evolution to a professional association and in raising standards for members. Neil works with members, government and law makers to ensure the profession evolves in Australia.
      • As Chair of FPSB Neil is involved in lifting the standards of financial planning and in the management of the Certified Financial Planner® designation globally.
      • Academically, Neil has completed the Diploma of Financial Planning; and a Bachelor’s Degree in Business Management.
      • Neil has also achieved the Certified FInanciall Planner® certification, a standard recognised internationally.
      • Neil has been recognised as a Fellow of the Financial Planning Association and is a member of the Australian Institute of Company Directors.
      • When he started giving advice, he wanted to be the financial planner he would be happy to see himself. He would want honesty, integrity, exceptional knowledge and skills in his financial planner.

He would demand independence. He would want to be 100% confident his financial planner was working for him and not a financial services company. He would expect that his planner was paid for giving him advice, not selling his products. He would not accept a commission or product based payment arrangement.

Knowing that, He has always tried to offer his clients the service he would want. Over time he has learnt that success for him as a financial planner is about making a meaningful positive difference in his clients lives.

He worry about his clients money so they don’t have to.

Office
Tupicoffs, Level 11, 410 Ann Street, Brisbane City, QLD, 4000, Australia

Contact: Neil Kendall

Chris Humphrey – CHRIS HUMPHREY PRIVATE WEALTH MANAGEMENT

Chris Humphrey was proudly born and raised in Brisbane, Australia. Following his formative schooling, he completed a Bachelor of Commerce at the University of Queensland (St. Lucia) and went on to work in Chartered Accounting firms where he laid the foundations of his tax, accounting and superannuation knowledge. It was at this time he became a qualified Certified Practising Accountant (CPA).

In 1999, Chris traveled overseas. He spent close to a decade abroad, working for large investment banks in the UK, Germany and South East Asia, with a focus on equities (stocks).

Whilst in the UK, Chris completed a Graduate Diploma of Financial Planning through Finsia (now Kaplan Business School). It was at this time that the early seeds of owning a wealth management business in Brisbane began.

Today, Chris is an Authorised Representative (No. 328437) of Hunter Green (Australian Financial Services Licence 225962). Chris’ background in investment banking, together with his tax and superannuation knowledge and his passion for estate planning enables him to provide a unique and holistic financial planning experience for his clients.

Chris is a:
CPA financial planner an SMSF Specialist Advisor™a Queensland State Chapter committee member of the Self Managed Superannuation Fund Association director of Humphrey Taxation Services Pty Ltd.
He is able to provide financial advice and services on the following classes of financial products:

  • Financial Planning
  • Superannuation
  • Retirement Savings
  • Account
  • Securities
  • Managed
  • Investments
  • Life Insurance
  • Risk Insurance
  • Products
  • Tax Effective Investment(s)
  • Deposit and Non-Cash Payments Products
  • Managed Discretionary Account Services;
  • Margin Lending.

Office
PO Box 745, Spring Hill Qld 4004 Suite 15, 220 Boundary Street, Brisbane Qld 4000

Contact: Chris Humphrey

Stephen Degiovanni – Aspire Retire Financial Services

As co-founder of Aspire Retire Financial Services in 2003, Stephen Degiovanni brought more than 20 years’ experience to the business, in providing professional accounting and financial advice to clients in tier-one chartered accounting firms and national stockbrokers.

A specialist in long-term investment planning and structuring of investments, Stephen is passionate about realizing Aspire Retire’s core promise to every client: clarity, direction and confidence.

He works closely with clients to clarify both personal and financial goals and then recommends a strategic direction that best suits each client’s unique situation. Stephen’s qualifications and experience, coupled with his focus on delivering a very personalized planning service, instills confidence in his clients that their investment strategy is a sound one and will deliver the lifestyle and financial security they desire.

His clients include self-funded retirees, wealth accumulators, family businesses, self-managed superannuation funds and high net worth individuals. In particular, he has played a vital role in developing the financial planning divisions of companies with whom he has worked throughout his career.

Stephen is a Certified Financial Planner with the Financial Planning Association of Australia Limited and a Certified Practising Accountant (CPA) with more than a decade’s experience in superannuation and income tax. He is also a recognised SMSF Specialist Adviser with the Self Managed Super Fund Professionals Association of Australia. He holds a Bachelor of Commerce, majoring in Accounting and Law in Administration.

Aspire Retire is one of the industry’s highest award winning financial services firm. Co-founders Stephen Degiovanni and Olivia Maragna have been recognised with prestigious awards including the Telstra Business Awards, Association of Financial Advisers Awards and Money Management Awards to name a few.

Aspire Retire has been interviewed by some of Australia’s most notable finance journalists and TV personalities and has featured on TV Shows such as Channel 9 News, The Today Show, Weekend Today, Nine News Now and the ABC’s 7.30 Report to name a few.

Office
Level 6, 345 Ann Street, Brisbane Qld, 4000

Contact: Stephen Degiovanni

Julian Prendergast – Invest Blue

Financial Planner, CFP

“I love working with people, listening to their family’s hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want.”

Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.

Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.

Areas of specialisation

  • Pre-retirement planning
  • Retirement planning
  • Self Managed
  • Super Funds
  • Granted the CERTIFIED FINANCIAL PLANNER® designation (CFP®) in 1992
  • Wealth creation
  • Strategies Debt
  • Cash flow management

Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Agricultural Economics
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Funds Accreditation Borrowing within Self Managed Superannuation Funds
  • Beddoes Institute Memberships Financial Planning Association of Australia The Finance Brokers Association of Australia Limited (FBAA)

Awards
2012 Association of Financial Advisers (AFA) Excellence in Education Award short list
Office
Level 12, 10 Eagle Street, Brisbane, QLD 4000

Contact: Julian Prendergast

Phil Sgangarella – FinFit Wealth Solutions Pty Ltd

Although Phil is now one of the leading financial advisers in the industry, he actually started his working life as an IT professional in 1990. Although he excelled in that industry for 14 years, his heart was more interested in helping people improve their lives.

He knew he needed a career change; something where he could make a real difference. And since financial planning has always been something he enjoyed doing for himself, his future direction soon became crystal clear…

In 2004, Phil became a Financial Adviser and received a diploma in Financial Planning through Tribeca in 2005. In the same year, he received an advance diploma in Financial Planning. He became a Certified Financial Planner in 2008. He worked for a mid-sized Financial Services firm for almost 10 years and decided to leave and go into business with his lovely wife, Donna. Phil has helped clients succeed by listening to their concerns and coaching them to become better money managers and wealth accumulators.

Most of Phil’s clients come to him wanting more structure, discipline, and direction with regard to their financial situation. All of them now have these, as well as understanding of the path they are on.Seeing clients succeed is Phil’s greatest reward in this industry. He’s also a big believer sharing knowledge to help change people’s lives, and really enjoys turning his clients’ dreams into reality – one financial plan at a time.

Practice what you preach—if I haven’t done it myself, then how can I ask my client to do it? – Phil

Office
Shop 4, 20 Park Road Milton QLD 4065

Contact: Phil Sgangarella

Caleb Dozzi

As well as being dozzi’s Managing Director, Caleb is also the Founder and Senior Financial Adviser. Caleb has over 15 years’ experience in the Financial Services industry, starting out at just 14 years old, working in the family business while completing school and university.

Caleb has always been passionate about a long career in financial planning and felt he could make a real difference to those around him, so he dedicated himself to learning and practising every role financial planning had to offer.

These vast experiences and thorough understanding of the financial services industry highlighted to Caleb plenty of great aspects of the industry, but also areas which he felt were out-dated, too expensive, and can at times favour firms providing the advice, not the clients paying for it.

Caleb realised that the only way to make a positive difference was to build it from scratch. This led to his decision to launch dozzi Financial Advice in January 2017.

What excites Caleb about the creation of dozzi, is that he can say that every decision made, centres around the needs of our clients. From our independence, our structure, our fee model and the way we work. It has all been carefully developed to deliver better value and service to our clients.

Caleb is committed to demonstrating value to his clients by offering them intelligent financial advice and a high level of customer service. He passionately believes in the role that tertiary education plays in adequately preparing Advisers to deliver great advice. Caleb holds a Bachelor of Commerce majoring in Financial Planning, Investments, and Accounting, as well as a Master of Business Administration (MBA) specializing in Personal Financial Planning. He was one of the youngest in Australia to complete the Certified Financial Planner™ qualification, the highest financial planning industry designation in the world.
Outside of the office Caleb can be found with his wife and three young boys (a large part of his motivation for dozzi), at the golf club, or keeping active at the gym.

Office
76 Skyring Terrace, Level 2, Lobby 1, Gasworks Plaza, Newstead 4006 QLD.

Contact: Caleb Dozzi