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Let us find the Best Financial Planner for your Needs and Situation.
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.
Level 6, 345 Ann Street, Brisbane Qld, 4000
John O’Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.
For over 15 years John has been directly advising his clients on all their wealth management and strategic advice needs.
As a Partner at VISIS, John feels that it is essential to ensure that all advice is tailored specifically to the individual needs of each client.
VISIS Private Wealth have taken out several national awards for Holistic Advice, Best Client Service & Boutique Firm of the Year in recent Years. They were also a finalist in the FPA Professional Practice of the Year.
John was personally awarded the national award of Multi-Service Practitioner of the Year.
With offices in Brisbane & Sydney, John and the VISIS team ensure every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance and lending, superannuation, retirement planning, and tax / accounting.
He is a practitioner member of the Financial Planning Association, Fellow of FINSIA and MAICD.
VISIS Private Wealth has been awarded the FPA Professional Practice designation and are proud to be bound by the FPA Code of Professional Practice, which brings together a comprehensive set of ethical principles, practice standards and conduct rules.
He began his formal education began with a bachelor of commerce with double majors in banking and finance, and financial risk management followed by completing of a Masters of financial planning.
John is a personal signatory to the Banking and Finance Oath.
When not working to achieve even more great outcomes for his clients John enjoys spending time with his wife Kelly, young daughter Sofia and when life allows, escaping for a motorcycle ride on his electric (mini) chopper!
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…
37 O’Neil St Moorooka QLD 4105 Brisbane, Australia
Josh Dalton specialises in advice for established business owners, high income professionals and clients with more complex financial advice needs.
Josh has more than 15 years’ experience in financial planning and holds the top industry designation of CFP®. He is the Principal Adviser at Dalton Financial Partners, which is a privately owned practice with offices in Brisbane CBD, Brisbane North and the Sunshine Coast.
Dalton Financial Partners is a proud FPA Professional Practice and complies with the highest ethical and professional standards set by the FPA. The practice was founded in 2012 by Josh and his wife Janine and has grown 100% organically (no acquisitions) since. This is a testament to the value provided to its clients.
Here are some words from Josh:
I enjoy working with people and numbers, so finance was always going to be a good fit for me. The best thing about my job is the variety of people I get to meet and work with. Everyone is so unique, has a different perspective on life and strive for different dreams and aspirations. It had always been a dream of mine to start a business. This led to the founding of Dalton Financial partners in January 2012.
Financial success is important, but I believe that relationships are the most fulfilling part of any career or personal journey. At Dalton Financial Partners, we are looking to build a well-respected and high-quality boutique practice where we can foster long-term relationships with our clients.
Outside of work, I enjoy time with family, playing tennis, fishing, travel and I am also an aspiring philanthropist.
Qualifications: Bachelor of Business (Business Management), CERTIFIED FINANCIAL PLANNER® , FPA member, Diploma of Technical Analysis, SMSF, Gearing and ASX accredited.
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.
Certified Financial Planner (CFP)
Graduate Diploma in Financial Planning (Grad Dip FP)
Diploma in Financial Planning (DFP)
Life Risk Specialist (LRS)
Self-Managed Super Fund Accredited Specialist
Securities and Derivatives Specialist
Member of Financial Planning Association of Australia (FPA)
Charlie is one of the most awarded and experienced advisers in the industry having forged a 20 year career in trustee services, high net worth advice, investment advice and banking with two of Australia’s most respected financial institutions.
Prior to joining Shadforth in 2017, Charlie was the principal of Lyndhurst Family Advisory, which he established with the intention of empowering people in difficult circumstances.
Charlie’s practice is unique in that it combines financial services with human services through wellbeing advocacy. He brings with him an extensive network of wealth, health and legal professionals whom he accesses to help families achieve the best outcomes for the injured person and family.
Charlie also has a professional interest in assisting families of significant wealth who wish to create multi-generational legacies. He does this by combining human services to gain a deep understanding of the values that drive his clients’ financial decisions.
Charlie attended Harvard Business School in 2012 to complete the High Potential Leadership Program. He holds a Bachelor of Business from Queensland University of Technology and has completed the Diploma of Financial Planning at Deakin University.
In 2017, Charlie was the named Financial Adviser of the Year by the Association of Financial Advisers (AFA) and Financial Planner of the Year by Money Management. These prestigious awards recognise the unique practice he created initially as Lyndhurst Family Advisory and has continued with Shadforth.
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
2012 Association of Financial Advisers (AFA) Excellence in Education Award short list
Level 12, 10 Eagle Street, Brisbane, QLD 4000
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
Shop 4, 20 Park Road Milton QLD 4065
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.
76 Skyring Terrace, Level 2, Lobby 1, Gasworks Plaza, Newstead 4006 QLD.
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.
John is a member of the Financial Planning Association of Australia as well as being a member of the Million Dollar Round Table.
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