The Best Financial Planners In Central Coast

Need Financial Advice in Central Coast?

We have listed the 10 best Central Coast Financial Planners.

Robert Cumming

Brent is a Cairns local who has a strong belief in family, community and true financial planning. He has a wealth of experience, having spent over 20 years in the Financial Services Industry and been a Financial Adviser since 1996. Brent spent 11 years as a Financial Adviser with the Westpac Bank and moved into private practice with Magnitude in 2007.

Brent specialises in providing holistic financial advice focused on achieving his clients’ financial goals and dreams. He provides advice concerning investment, wealth creation, wealth preservation, personal insurance and retirement planning for a wide range of clientele. Brent’s main areas of expertise are centred on businesses, Self-Managed Super Funds, redundancy advice and retirement planning. Brent is a Certified Financial Planner and holds a Diploma of Financial Planning.

He is a member of the Financial Planning Association of Australia Limited and Kelly Wealth Services is a FPA Professional Practice. He is also a member of the Australian Institute of Company Directors and Australian Institute of Management.

Office
Suite 17c 8-12 Karalta Road
Erina, NSW 2250

Contact – Robert Cumming

John Cahill

John commenced his career in accounting in 1995 with mid tier Sydney CBD based firm, in the Accounting & Business Services Division. Whilst working there John took a particular interest in the specialist accountancy related IT needs of the firm, and transferred to the IT Division in a role as the Accountancy Applications Administrator and as a Network Administrator. When approached by NASDAQ listed accountancy software provider – Epicor Software, he took up an offer to move across to North Sydney as a Senior Support Consultant.

With a unique knowledge of accountancy, IT and small business, John left Epicor to start a company selling, installing and administering accountancy products to business. John expanded this business to provide process management consultancy to business, whereby he would utilise IT solutions to improve business efficiencies in order to reduce costs to business, increase staff productivity and increase profitability.
After spending 6 months traveling through Europe touring Normandy and the western front battlefields in 2002, John returned to Australia to sell his interest in his IT company and dramatically change course by joining the army, where he served in the special forces at 2 Commando Regiment (4RAR Cdo) for 5 years. During this time John saw deployment in Afghanistan, Timor and Fiji.

Upon leaving the army in 2007, John returned to the financial sector, working as business manager, investment analyst and financial planner.

John has completed numerous qualifications including a Bachelor of Business, a Graduate Certificate and Graduate Diploma in Applied Finance & Investment through Finsia. After completing his degree in business with many legal subjects, John continued to complete the majority of a law degree specialising in commercial, contract, and tax law. After completing all but the dry boring subjects of constitutional law and legal process, and deciding that he did not want to actually practice Law, John decided to instead study a Master of Applied Finance & Investment with Kaplan, and study subjects which were of use to him.

John also studied for a Diploma of Biblical Studies at Moore Theological College, whilst acting as a Church Warden and youth group leader at his local church, and religious teacher in local public schools, before deciding he did not have a religious calling and decided to join the army instead!

John has completed a Diploma of Financial Services (Financial Planning) and is RG146 qualified to give advice as a financial planner.
John is an Associate Member of the Financial Services Institute of Australia (FINSIA) and a Justice of the Peace.
John has also gained numerous IT qualifications including the Microsoft Certified Systems Engineer (MSCE) and Certified Novell Administrator (CNA) and has A+ certification through the Computing Technicians Industry Association (CompTia).
Raised on a farm outside Dubbo, John moved to Sydney to attend boarding school and university, where he met Lisa in 1996. After moving to the Central Coast in 2007 they married in 2008, had a daughter, Tahlia, in 2009, and a son, Jet, in 2013.
In his spare time, John enjoys going out to restaurants, watching the soccer and supporting the Mariners, taking his boat for a spin on Brisbane Water, Investing in direct equities through his Superannuation Fund and Family Trust, and playing with his Labrador, Tessa.
John is involved with the community through his involvement with the RSL and in assisting veterans with their compensation claims through the Department of Veteran’s Affairs.

Qualifications

Bachelor of Business (Accounting) – University of Technology, Sydney
Master of Applied Finance – Kaplan Education
Diploma of Financial Services (Financial Planning) – Pinnacle Education
Graduate Diploma in Applied Finance and Investment – Finsia Education
Graduate Certificate in Applied Finance and Investment – Finsia Education
Certified Tax Adviser – CTA2a – Advanced Tax – The Tax Institute
Certified Tax Adviser – CTA2b – Advanced Tax – The Tax Institute
Certificate III in Business (Frontline Management) – The Australian Army
Certificate II in Infantry Operations – The Australian Army
Certificate II in Parachuting – The Australian Army
MCSE (Microsoft Certified Systems Engineer) – Microsoft
MCP +I (Microsoft Certified Internet Professional) – Microsoft
MCP (Microsoft Certified Professional) – Microsoft
Certified Internet Business Strategist – Novell
A+ Certified Hardware Service Technician – CompTIA (Computer Technicians Industry Association)

Memberships

Registered Tax Agent
Fellow – The Tax Institute of Australia
Associate Member – Financial Services Institute of Australasia (Finsia)
Associate Member – Financial Planning Association of Australia (FPA)
Justice of the Peace (JP)

Office
Fusion Partners Central Coast
155 The Entrance Road
ERINA NSW 2250

Contact: John Cahill

Brett Call

Brett Call is the Financial Planner for Saige Financial Planning and is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. He holds a Bachelor of Commerce (Accounting, Finance & Banking) and an Advanced Diploma of Financial Services (Financial Planning); and is both a CPA and a CFP. Brett has over 20 years experience working in accounting and finance. He has spent the last ten years working in public practice on the Central Coast. Brett became an Authorised Representative in 2008 and has focused on providing Financial Planning advice to a wide range of clients ever since.

Office
Suite 2.10
L2 Platinum Building
4 ilya Avenue
Erina NSW 2250

Contact: Brett Call

Melinda Reid

Melinda is a financial adviser with extensive knowledge of the Financial Planning Industry having been a Financial Planner with a major bank for 15 years. Melinda’s knowledge is broad across Superannuation, Retirement Planning, Managed Funds, Risk Insurance and Estate Planning.

Melinda holds an Advance Diploma in Financial Planning, Certificate in Self-Managed Super Funds and is a Member of the Financial Planning Association.

Melinda’s passion is building rapport and provide factual easy to understand information to clients to ensure they are well informed about their Financial situation.

Melinda Reid is an authorised representative (1247745) of Australian Unity Personal Financial Services Limited (AFSL 234459)

Office
5/168 Central Coast Hwy Erina NSW 2250

Contact: Melinda Reid

Nathaniel Chell

Nat is a financial adviser with extensive experience in the financial advice and accounting professions.

Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and Finance. He is also a member of the Financial Planning Association of Australia.

He has a passion for improving the welfare of our planet and people. His expertise is in environmental and sustainable investment advice. His expertise is ensuring you feel well informed and comfortable with your financial affairs. This is achieved in a way that ensures your prosperity is congruent with the greater good of humanity and the natural environment.

Nathaniel Chell is an authorised representative (325482) of Australian Unity Personal Financial Services Limited (AFSL 234459)

Office
5/168 Central Coast Hwy Erina NSW 2250

Contact: Nathaniel Chell

Tim Condon

Tim is the Director of Partners in Wealth and commenced his career in the Financial Services Industry over 10 years ago.

Tim is passionate about assisting his clients in planning for financial freedom. An expert in retirement planning strategies and portfolio construction allows Tim to tailor a financial plan suited to your individual goals.

Office
Suite 2, 36-40 Victoria St, East Gosford

Contact: Tim Condon

Phillip Segaert

With over 14 years experience in Financial Services, I get enormous satisfaction from helping my clients achieve and maintain financial independence. With access to a great product offering, I can provide solid advice and personally tailored financial ‘road maps’ that make a positive difference in my clients’ lives.

As a father of five children and two small grandchildren, I am very passionate and aware of the importance of providing a strong financial future for my clients and their families. We always take time to enjoy our beautiful seaside surrounds, in and around the Central Coast. We thoroughly enjoy visiting our great local eateries and entertaining in our home. I’ve recently returned to my love of cycling, so every Sunday morning I can be spotted riding up and down our beautiful coast. After 14 years in finance, I joined Yellow Brick Road because it mirrored my own values and dedication to customer service. The unique business model is founded on the principle of providing all Australian’s access to quality financial advice. My mission is to provide this to the Central Coast.

I can help with
Advice on home loans, residential and investment
Advice on refinancing loans to reduce rates and access cash
Advice on your life insurance
Advice on your superannuation and savings
Advice on your long term financial needs
Advice on self managed superannuation
Advice on margin lending

Office
Shop 14, Palm Court, 172-176 The Central Coast Hwy,

Contact: Phillip Segaert

Darren Maundrell

Planner® professional with the Financial Planning Association of Australia (FPA).
As a financial planner, Darren’s focus is to provide clients with a high quality advice experience. Darren’s strong client service skills allow for positive client relationships and his extensive industry experience ensure financial strategies are always appropriate for client needs.

As an Authorised Representative of Bridges, Darren is able to assist clients in the area of:

> Tax-effective investment strategies
> Superannuation strategies
> Retirement planning
> Centrelink entitlements
> Stockbroking
Salary packaging
> Life insurance (life, TPD, trauma, income protection, business expenses)
> Estate planning.

Backed by a team of leading research analysts, Darren can provide clients access to a range of leading Australian and international fund managers as well as listed investments.
Darren is committed to building long-term relationships with clients by providing them with appropriate personal advice and professional ongoing service.

Office
Level 5, 111-115 Grafton Street, Cairns
QLD 4870

Contact: Darren Maundrell

Peter Perkins

Peter Perkins has worked in the financial services industry for over 35 years and has been a financial planner with Bridges since 1986.
He holds a Bachelor of Business Degree (Accountancy), Associate Diploma in Local Government Administration and a Diploma of Financial Planning.
Peter has experience in all areas of financial planning and provides professional advice on superannuation (including NSW Government superannuation funds), retirement planning incorporating Centrelink, tax-effective investing and stockbroking. 

As an Authorised Representative of Bridges, Peter is able to assist clients in the area of: 

> Tax-effective investment strategies
> Superannuation strategies
> Retirement planning
> Centrelink entitlements
> Stockbroking
> Salary packaging
> Life insurance (life, TPD, trauma, income protection, business expenses)
> Estate planning. 

Backed by a team of leading research analysts clients have access to a range of leading Australian and international fund managers as well as listed investments.
Peter is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

Office
Level 5, 111-115 Grafton Street, Cairns
QLD 4870

Contact: Peter Perkins

Gavin Knight

Gavin prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals. Gavin is passionate about educating his clients so they understand the goals we are collectively working towards and what we are aiming to achieve by partnering with them to help them build and protect their wealth, and to ensure money will be provided when it is needed most.

Qualifications:

Certified Financial Planner, Deakin University
Advanced Diploma of Financial Services (Financial Planning), AMP Financial Services
Diploma of Financial Advising, Financial Services Institute of Australasia (FINSIA)
Diploma of Financial Markets, Financial Services Institute of Australasia (FINSIA)
Diploma of Financial Services (Finance/Mortgage Broking Management), Pinnacle Financial Services Academy
Accredited Mortgage Consultant – MFAA
Self Managed Superannuation Funds, Tribeca
Justice of the Peace – Attorney General’s Department of NSW
Professional Memberships:

Financial Planning Association (FPA)
Financial Services Institute of Australasia (FINSIA)
Mortgage and Finance Association of Australia (MFAA)

Office
Level 2, 36A George Street WOY WOY NSW 2256

Contact: Gavin Knight