The Best Financial Planners In Canberra

Need Financial Advice in Canberra?

We have listed the 10 best Canberra Financial Planners.

Rise Financial

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

Andrew Cunich – Australian Unity Limited

Andrew has worked in the financial services industry since 1988, helping his clients to create, grow and protect family and business wealth, often from one generation to the next.

Andrew has a passion for investing and takes pride in helping his clients to grow their wealth in a proactive manner, with a focus on risk minimisation. He has won prestigious ‘Adviser of the Year Awards’ with two major National Financial Services Licensees and has delivered a number of keynote presentations for industry and public conferences and workshops. Andrew recently received the Australian Unity PFS Adviser of the year for the third successive year since joining this group.

Andrew has extensive experience in personal estate planning and business succession planning and is able to work with your accountant and lawyer to provide you with an integrated succession strategy – covering your personal and business interests (including Self-Managed Superannuation Funds).

Andrew has built a team of experienced professionals who work together to provide their clients with the highest quality advice, supported by friendly, caring personal service.

Andrew’s experience includes 9 years as a Senior Manager and Adviser with Perpetual. He has gained experience as a Senior Officer with the Insurance and Superannuation Commission, a Technical Adviser for AMP, the Research and Compliance Manager for Suncorp Life and Superannuation Division and a Principal Research Officer for the Senate Select Committee for Superannuation.

Office
Suite 1a, 13 London Circuit, Canberra, ACT, 2601

 

Contact: Andrew Cunich

Ingrid Stoker – Fiducian Financial Services Canberra

Ingrid commenced her career in financial services in 1996 and has been working in the field of financial planning since 2002. She is a Certified Financial Planner and long-standing member of the Financial Planning Association.

Ingrid believes in building long term relationships with her clients and is focused on meeting their financial planning needs by providing them with the best professional advice and personal service. She does this by spending time getting to know and understand each client before considering a range of possible solutions and presenting them in a logical and plain English format. Ingrid enjoys working with people of all ages from all walks of life, and values the long lasting and trusted client relationships that she has built up over the years.

In addition to being well versed in the core areas of financial planning – wealth creation, superannuation and retirement planning – Ingrid has also completed specialist accreditation courses in both Aged Care and Estate Planning, which are areas of particular interest to her. Ingrid collaborates with legal and accounting professionals to produce integrated and comprehensive advice solutions in these fields of financial planning.

  • Ingrid’s formal qualifications include:
  • Accredited Aged Care Professional
  • Accredited Estate Planning Strategist
  • Certified Financial Planner
  • Graduate Diploma of Financial Planning
  • Bachelors degrees in Law and Arts

Ingrid is married and has three school-aged children – so being at work is the most relaxing part of her day. When not in the office, Ingrid can usually be found on the side of a sporting field or trying to keep up with the family’s hectic social schedule. There is not a great deal of spare time for hobbies, but she occasionally manages to sit down with a cup of tea and a good book.

Office
Suites 10 & 11, Royal Life Saving House, 26-28 Napier Close, Deakin ACT 2600

Contact: Ingrid Stoker

Russell Dew – Russell Dew Financial Services

  • B.Bus, Dip. Ap. Ec., DFP
  • Authorised Representative of Charter Financial Planning Pty Ltd
  • ASIC Number: 252541
  • Email: [email protected]
  • AXA Discovery Australian Planner of the Year 2007

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:

  • plan preparation
  • administration support
  • technical analysis

His business has associations with Accountants, Solicitors, Mortgage Brokers and Share Brokers to cover other aspects of your financial planning.

Their Client Service Policy

  • To provide you with full financial advice to help you make balanced decisions in your own time without
    pressure.
  • To liaise with your accountant or solicitor as appropriate.
  • To recommend companies and products which have been thoroughly researched and are appropriate to your
    investment strategy.
  • To provide continuing service and regular reviews as well as holding ongoing seminar programs on major changes
    in the areas of investments, Centrelink benefits, taxation and superannuation.
  • Their aim is to educate and motivate you to achieve your financial goals.

Office
Unit 4, 46 Geils Court, Deakin ACT 2600

Contact: Russell Dew

Andrew Jones – HILLROSS FINANCIAL SERVICES LIMITED

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

  • Bachelor of Economics
  • Masters of Financial Planning
  • Certified Financial Planner
  • Diploma of Financial Planning
  • Member of the Financial Planning Association
  • Cancer Council Pro Bono Adviser

Areas of Expertise

  • Direct shares
  • Investments
  • Retirement
  • Self Managed Super Fund
  • Superannuation

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.

Office
Level 3, AMP Building 1 Hobart Place, Canberra City, ACT 2601

 

Contact: Andrew Jones

Michael Radnedge – Assure Financial Services

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.

Office
11 London Circuit CANBERRA ACT 2601

Paul Zobonos – Manifest Financial Wealth

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.

Paul Zobonos is an Authorised Representative (AR No. 289322), and Manifest Financial Wealth Pty Ltd is a Corporate Authorised Representative (AR No. 1237082) of HNW Planning Pty Ltd, AFSL 225216, ABN 42 083 745 055. You can view our privacy policy here, and our Financial Services Guide here.

Office
Suite 12, Birubi Chambers, Hawker Shops, 121 Hawker Place, HAWKER ACT 26014

Contact: Paul Zobonos

Zuraida Ariffin – Zuraida Ariffin Wealth Creation

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.

About Zuraida
Membership
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.
Proof
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?
Her licence
She is an Authorised & Credit Representative of Matrix Planning Solutions AFSL & ACL No. 238256. ABN: 45 087 470 200.

Office
204/27 Lonsdale Street Braddon ACT 2612

Contact: Zuraida Ariffin

Sean Hammond – ASET Wealth Management

Executive Director/Senior Financial Advisor

Qualifications

  • Bachelor of Commerce
  • Chartered Accountant (CA)
  • Chartered Tax Adviser (CTA)
  • Graduate Certificate in Financial Planning
  • Certified Financial Planner (CFP)
  • GAICD

Memberships

  • Fellow of the Institute of Chartered Accountants in Australia (FCA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Professionals’ Association of Australia

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.

Office
Ground Floor, 39 Brisbane Ave, BARTON ACT 2600.

Contact: Sean Hammond – ASET Wealth Management

Jeremy Gillman-Wells – Bravien Financial

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.

Office
Level 1, 29 Bentham Street, Yarralumla, ACT 2600

Contact: Jeremy Gillman-Wells

Catherine Smith – Wholistic

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.

Office
83/101 Lysaght St Mitchell ACT 2911 Australia

Contact: Catherine Smith