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Let us find the Best Financial Planner for your Needs and Situation.
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?
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 office. Gianna and her 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 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.
11 Parbery Street, Kingston, Canberra, ACT, 2604
After working for more than 5 years with Australia’s major Financial Institutions and Industry Superfunds, Maciej started his own financial planning practice. He did not share the same values and beliefs in “what is in the clients’ best interests” as his previous employers did, and he has now been in the Industry for 15 years.
His vision is to help educate his clients and empower them to make financial decisions which will lead them to greater wealth creation and wealth protection.
Maciej and his team specialise in helping clients at the beginning of their wealth creation journey rather than those who are nearing retirement. In his experience he has found that leaving financial planning until the “last minute” means that clients do not actually achieve their financial potential. Therefore, it is his goal to help spread the message that a lot of wealth is not necessary to starting the financial planning journey. All that is required is a desire to set a goal, the willpower to make improvements on how you currently manage your money and the willingness to get comfortable with strategies which may not be a natural fit for how you would normally do things.
Some strategies will feel unnatural for a lot of people; however, it must be remembered that the minority who are wealthy are managing money differently from the majority who are just comfortable. Let Maciej and his team help you understand what the minority may be doing differently.
Maciej’s formal qualifications include:
Areas of Expertise:
Maciej is married and has three school-aged children. When not in the office, his aim is to help his wife and children live their best lives. He is trying to expose them to as many different extracurricular activities as possible so they can gain the experience to be able to decide on what is best for them in life. When he gets time off work, he likes to take the family on vacations both locally and internationally in order to absorb as much culture and perspective as possible, plus he likes hanging out with the family.
Suite 6, Level 2, 11 National Circuit, Barton ACT 2600
Nominated for FPA Financial Planner AFP® of the Year Award 2020, Craig Phillips and his team are dedicated to helping their clients achieve their life or business goals, with clarity, insight and certainty in a true partnership.
Craig has three decades of experience in the financial services industry, completed all the of educational and ethical benchmarks set by the government and is actively involved in the local FPA and SMSF association chapters in the ACT.
He is also the ACT Ambassador for the future2 Foundation
Phillips Wealth Partners is a privately owned and operated firm with a transparent fee for service model and offer a client centric approach without the interference of external parties
You can be comforted that our advice will be in your best interest.
We love turning the complex into simple, the scrambled into order and give you back the piece of mind that your financial world is under control and visible 24 x 7
To achieve your goals Phillips Wealth Partner work closely other trusted professionals from the accounting, legal, mortgage and real estate industries and others to ensure your needs are meet by firms and people who have your best interest at heart.
The clients we can add the most value to are:
Small to medium size business owners, senior executives (public and private sector) those close to are just retiring, aged care operators and the aged who are needing specialist age care advice and navigation
Our skills include
Read more about me and my team at: https://www.phillipswp.com.au/about-us/our-team
Craig and his team look forward to discussing your goals Request a meeting
Level 4, 1 University Avenue, Canberra City ACT 2601
Charter Financial Planning Limited, for which he is an Authorised Representative, has the expertise and commitment to help you achieve these goals by providing you with professional financial advice and ongoing service.
The Principal, Russell Dew, has the expertise of over 27 years experience in financial planning in Canberra.
Russell’s employees assist him within the planning process areas of:
His business has associations with Accountants, Solicitors, Mortgage Brokers and Share Brokers to cover other aspects of your financial planning.
Their Client Service Policy
Unit 4, 46 Geils Court, Deakin ACT 2600
I am the Practice Principal and partnered with Richard Navakas in October 2011.
I specialise in providing advice to high net worth individuals, in particular senior executives who are transitioning into retirement.
Qualifications & Memberships
Areas of Expertise
I am the Practice Principal. I have been a Certified Financial Planner since 1998 and have worked in various management and technical roles for over 17 years.
I previously spent over 5 years working as a Senior Financial Planner within the Private Wealth division of Macquarie Bank and prior to this I managed the Sydney Financial Planning Team at the consulting firm, Watson Wyatt.
Coincidentally, my first ‘real’ job after finishing at ANU in the mid 1990’s was working as a paraplanner with Hillross in their Sydney head office.
My qualifications include a Bachelor of Economics from ANU and a Masters of Commerce from UWS in financial planning. I have lectured in Financial Planning at the University of Technology in Sydney and continue to be an active member of the Certified Financial Planners education taskforce.
I specialise in providing advice to high net worth individuals, in particular senior executives who are transitioning into retirement.
My main areas of expertise include self managed super funds and direct equity advice, as well as wealth creation, retirement planning and insurance.
I am a member of Mensa Australia and enjoy playing golf, other sports and keeping my young daughter Molly out of mischief.
Andrew’s ideas of Financial Freedom
My idea of Financial Freedom is to retire to the coast and play 3 games of golf per week.
Level 3, AMP Building 1 Hobart Place, Canberra City, ACT 2601
Michael Radnedge has been a member of the financial services industry for over 17 years. Commencing in 2000, he has worked in a variety of roles within the sector.
Michael holds a Bachelor of Commerce in Banking & Finance. He subsequently completed a Diploma of Financial Services in Financial Planning and joined the Financial Planning Association of Australia (FPA) where he retains AFP membership status.
In 2006, financial planning firm Assure Financial Services was established, with an aim to provide quality advice on superannuation, investments, personal insurance and estate planning matters.
Conscious that many people receive advice from firms aligned to banking and other financial institutions, Assure Financial Services is licenced with Blue Ocean Financial Services Pty Ltd, one of Australia’s leading privately owned financial planning groups. As a Blue Ocean adviser, we are able to provide comprehensive and robust advice suiting the individual needs of our clients.
Michael seeks to provide clients with a positive experience when working on financial and strategic advice related matters, and frequently receives referrals from those for whom he has delivered outstanding service.
Michael is a Director of Assure Financial Services Pty Ltd, a financial planning practice that delivers strategic solutions to clients who are seeking financial advice on a fee for service basis.
Our focus is to deliver high quality service and advice on a fee for service basis, this means you only pay for the financial services you agree to receive.
Our services range across superannuation, investments and personal risk management as well as assisting as a facilitator on estate planning issues.
If you are seeking the delivery of superior strategy focused financial advice, Assure Financial Services is here to provide it.
Michael Radnedge and Assure Financial Services Pty Ltd trading as Assure Financial Services are Authorised Representatives of Blue Ocean Financial Services Pty Ltd AFSL 493361.
11 London Circuit CANBERRA ACT 2601
Manifest Financial Wealth Pty Ltd was established by Paul Zobonos, a 15 year veteran of the financial planning industry.
Paul, has demonstrated a long standing commitment to delivering a high level of service with integrity and technical expertise over his career. The secret to his success has been the ability to develop a deep understanding of his clients goals, tailoring solutions to achieve these goals and maintaining long standing relationships.
Paul is a Certified Financial Planner, the highest designation in financial planning in the world. A CFP designation requires a commitment to higher standards of education, ethics and professionalism than is required by law.
We aim to provide a high service standard no matter what your level of financial assets. This service standard is made possible due to our scaleable back-office systems which we have developed in conjunction with our business partners.
Suite 12, Birubi Chambers, Hawker Shops, 121 Hawker Place, HAWKER ACT 26014
With her experience as a university-trained, CERTIFIED FINANCIAL PLANNER® practitioner with over 20 years’ experience she had the highest financial adviser designation and recognised globally. To maintain this CFP® status she undertakes mandated, audited on-going professional development and training which has helped her to provide the most creative and innovative approaches to financial planning in Canberra.
These credentials, together with the Value of Advice Award has led to her recognition in the top 10 financial planners www.top10financialplanner.com.au in the ACT and the only woman.
Her process ensures that she focuses on you and provide you with a 100% tailored financial plan so that you can reach your goals. After all, they are YOUR financial goals.
From there, it is important to track your progress. Many financial advisers will provide a financial plan but few have the capability to report your progress in real-time.
One of the things that makes her different to other financial advisors is that she can provide you with real-time data on a monthly basis so that you can compare your progress against your written plan.
She is a member of the Financial Planning Association (FPA), Australia’s leading professional community of financial planners. That is because she is actively committed to being the best financial planner she can be and to achieve that she must meet stricter criteria and higher standards than the minimum legal requirements for financial planners. She is committed to this because it provides a better service to you.
As testimony to her commitment to her clients, SheI won a merit award (Value of Advice award from the Financial Planning Association). The recognition was received for the outcome she achieved for a young family who successfully grew their net wealth by 25 times from $23,500 to $602,000 over a period of ten years. They also paid off their mortgage 11 years sooner (from 14 years to 3 years) and saved $48,000 in interest.
Why not experience the difference?
She is an Authorised & Credit Representative of Matrix Planning Solutions AFSL & ACL No. 238256. ABN: 45 087 470 200.
204/27 Lonsdale Street Braddon ACT 2612
Executive Director/Senior Financial Advisor
Sean was a partner of WalterTurnbull from 1997 to 2010. In June of 2010, following the merger of WalterTurnbull and PricewaterhouseCoopers, Sean and Alison Smith acquired the Financial Planning and Wealth Management Business that is known today as ASET Wealth Management.
Sean has over 28 years experience in Business Advisory, Wealth Management, Superannuation, Taxation and Consultancy for small to medium enterprises and individuals. Sean’s background as a practicing Chartered Accountant prior to becoming a Certified Financial Planner results in him being able to bring extensive taxation and business experience to the area of Financial Planning which benefits his clients in a broad range of areas.
Sean brings with him a degree of professionalism and expertise. He is very personable and charismatic whilst always taking the time to listen to others.
For Sean, rugby is a way of life. He was the Chairman of the ACT Brumbies from May 2005 until December 2014. He is a keen supporter of all sporting codes. He is married to Tanya and together they have 3 daughters; Tessa and twins Ruby and Matilda. Being the only male in a family with four girls has broadened Sean’s perspective on life and increased his repertoire of stories.
Ground Floor, 39 Brisbane Ave, BARTON ACT 2600.
Jeremy Gillman-Wells is a fully qualified and widely experienced Certified Financial Adviser. He is a regular guest speaker at investment forums, writes for investment magazines and provides a financial education program for Canberra schools.
Jeremy is the managing director and principal adviser of Bravien Financial, a firm that belongs to the Financial Planning Association of Australia.
Jeremy maintains a passionate concern for not only technical financial planning excellence, but honesty and transparency in the manner in which clients’ affairs are managed. Adherence to this philosophy has won Jeremy the privilege of serving the needs of both individual and corporate business clients.
In 2007, Jeremy was recognised as a leader in retirement planning strategies and advice methodology by being named as the National Winner of the prestigious Financial Planning Association Award for Pre-Retirement Planning. The business has also won multiple other awards for financial planning excellence. In 2014, Jeremy was named the ACT Certified Financial Adviser of the Year.
Living in Canberra for over 25 years has also allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, and a comprehensive knowledge of public service superannuation benefit schemes.
Jeremy is married to Joanna and they share their life outside the financial planning world with Reuben and Lilla on a 40 acre rural property.
Level 1, 29 Bentham Street, Yarralumla, ACT 2600
Catherine has had over 20 years experience in Taxation, business, SMSF’s, finance and property investment. She holds an Accounting Degree and a Masters degree in Taxation and was recognised by the Certified Practitioners of Australia (CPA) Society as a ‘Specialist in Taxation’ in 2001. She spent 11 years with the Australian Taxation Office as a senior Audit manager and a Fraud Investigator
After leaving the ATO Catherine established an Accounting practice in Ulladulla in 2002 and then relocated the practice to Canberra in 2006. Catherine is a member of FBAA, a Fellow of the NTAA and a member of PIPA. She also holds a Diploma of Financial Planning, a Diploma of Mortgage Broking and Finance, a Diploma of Real Estate, a Masters Degree in Taxation and a Degree in Accounting. She is also a Justice of Peace and Certified Results and Master Results Coach.
Most importantly Catherine is a passionate Property investor. She bought her first property when she was 17 and has brought and sold over 20 properties in the last 20 years. She currently maintains a large property portfolio and has properties in ACT, NSW, Qld and Vic. She holds both residential and commercial properties and her aim is to retire to the coast and live financially independent through the capital growth on her property portfolio. Catherine made many mistakes during her investing career and her main goal is to help her clients not make the same mistakes.
Along with a busy career, Catherine is raising four young children and knows the importance of children to our future.
83/101 Lysaght St Mitchell ACT 2911 Australia
Rise Financial is one of the few truly independent financial planning business because we have absolutely no conflicts of interest, so you can rest assured that any advice provided is in your best interest only.
– We are not owned by any financial institution
– We do not receive any commissions, referral fees or gifts, to recommend any products or strategies to you
– We charge an agreed flat fee to provide our services to you
– Take control with Your Independent Financial Adviser
Let Us Help Connect you with the Best Financial Planner for your needs.