The Best Financial Advisors and Planners in Darwin
Let us help you find the best financial planner for your needs
Let us find the Best Financial Planner for your Needs and Situation.
Paul Rowse – All Financial Services
Paul has worked in the financial services industry since 1985. Having worked in various areas of the banking sector he became a qualified financial planner in 1996. He has owned and operated his own financial planning practice before joining All Financial Services as a principal financial planner in 2007.
“In my free time I enjoy fishing, playing and coaching basketball. My AFS colleagues call me their resident fundraising guru because I’m always looking for the next charity challenge to participate in.”
Qualifications and Memberships
Office
NAB HOUSE, GROUND FLOOR, SUITE 4, 71 SMITH STREET, DARWIN NT 0800
Judy Mostaard CFP – Morgans Financial Limited
“Most people earn a living, but not many design a life. My aim is to help you make your dreams a reality and achieve greater financial freedom and security.”
Judy is a CERTIFIED FINANCIAL PLANNER® and has been working in the financial services industry in Darwin since moving to the Northern Territory in 1997. Judy joined Morgans in April 2013, has a strong customer focus and believes that appropriate financial planning advice can add to a client’s situation.
Services and specialities
Investment Style:
Judy’s focus is on providing comprehensive, personalised advice to a wide range of clients in areas including wealth creation, wealth protection, debt management, superannuation, retirement and estate planning. As a specialist member of the Superannuation Professionals Association of Australia, Judy has a special interest in advising Trustees/Members of Self-Managed Super Funds.
Qualifications
Professional Associations
Approved Competencies
She is employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited – Darwin. Her employer remunerates her as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
Office
Level 2, 36 Mitchell St, Darwin, NT 0800
Glen is committed to the Territory. A born and bred Darwinian, Glen has been actively involved in providing financial advice in Darwin since 1989. With over 20 years experience, Glen has the skills and expertise required to assist clients through life’s journey, including all the ups-and-downs that come with it!
Whilst adopting a holistic approach to financial planning, Glen specialises in developing customised superannuation and retirement strategies, maximising Centrelink benefit entitlements and safe guarding business owners and individuals via a range of risk management strategies.
Glen is a Certified Financial Planner (CFP) which is the highest level of professional certification that a Financial Planner can achieve in Australia. He also holds a Bachelor of Business degree with majors in Finance and Banking, and a Diploma in Financial Planning.
Glen is also a practitioner member of the Financial Planning Association and was a recipient of the FPA Fellow Award 2010. This was in recognition of his outstanding contribution as Chairman of the FPA Northern Territory Chapter, a position Glen held from 2004 to 2012. Glen is the only FPA Fellow in the Northern Territory and is well respected among his peers.
Typically Glen’s clients are referred to him by his existing loyal client base and a range of business professionals with whom he has established a well developed network of trust in the local area.
Glen is an active member of the RI Advice network of practices. In 2012 he was elected by peers to represent the Queensland and NT Proprietors on the RI Proprietors Advisory Council, and has been appointed as the national Chairman since 2015.
Outside of work, Glen enjoys coaching football with the Nightcliff Tigers Football Club.
Office
1-3/34 Parap Road, Parap NT 0820
David Smith – Frost Financial Planning
In 2007, Frost Financial Planning began trading with a vision to offer clients strategic financial advice – financial planning in the true sense. Clients would pay professional fees rather than commissions. Financial products, if they were required at all, were to be secondary considerations.
As part of building the business, David had to give thought to which clients would benefit from this approach. The clients identified were:
Our founder, David, gained his financial planning qualification in 2002 and now specialises in advising business owners, SMSF trustees, pre‐retirees and retirees. David is:
Office
Suite 2, 170 Coonawarra Road, Winnellie NT 0820
Heath Visser – Halpin Financial Services
Heath is a Partner of Halpin Financial Services and a Senior Adviser specialising in Retirement Planning. He has been actively involved in the financial planning industry since commencing his career in 1987. Now with over 30 years’ experience in assisting and guiding clients through all forms of economic and legislative change, Heath has a vast wealth of experience which he draws upon to provide the right solution for his clients.
Heath has been a selected Tutor for the Workers Education Association of SA (The WEA) for over 20 years. His two courses “Providing Reliable Income in Retirement” and “Successful Self-Managed Superannuation” continue to be highly regarded by the WEA and attendees. The courses enable Heath to educate attendees on the key insights and strategies he has developed over the years.
Heath is a keen golfer and has been a member of the Grange Golf Club for over 30 years. His passion for the game has taken him to many parts of the world with family and friends.
Heath and his wife Kylie live in the Eastern Suburbs with their two teenage children and their weekends are spent in the role of kids taxi, and relaxing when not required to do so!
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under license.
Qualifications
Office
84 Smith Street Darwin NT 0800
Andrew Moo – Darwin Financial Services
Andrew has over 35 years of experience in the financial services industry, including over 20 years as a fully qualified financial planner. Born and raised in Darwin, Andrew has a close affinity with the Territory business and sporting communities. He has received National Awards for Innovation, Sporting Achievement, and Business, and was a recipient of the Cancer Council of Australia National Pro-Bono award. Andrew also completed the Strategic Innovation Program for Small business with the Stanford University Graduate School of Business in 2018.A
Andrew and his wife Jo have raised their two daughters in Darwin and maintain that Darwin’s distinctive lifestyle and culture gives us all a firm footing in life.
Office
Suite 12, Level 1, 5 Westralia Street,Stuart Park N.T. 0820
Helen grew up in South Australia where she completed her school studies before travelling for three months and upon returning home began pursuing a career in banking.
She spent several years working for Westpac in various branch positions yet in search of a greater challenge took on a secondment with subsidiary company, Westpac Financial Consultants. As Branch Liaison and Client Conservation Manager she was afforded the opportunity to work with a variety of Financial Planners and their clients. It was extremely diversified and a demanding role, and brought with it both challenge and great reward. Most importantly however, it provided her with an insight into the role of an Adviser and how they assisted people to achieve their lifestyle goals.
She continued to work with Westpac’s Financial Planning team for several years with a focus on fostering strong relationships between its advisers, staff and clients. She also became an insurance trainer before deciding to do something completely left field – she moved to Darwin.
Having holidayed in the Northern Territory several times, she always thought it was a fabulous place so she took the plunge and relocated. That was some 23 years ago – so she likes to think she can now call herself a local.
Not long after arriving she secured a position with a small Financial Planning firm where she worked in administration and assisted with insurance client reviews. She then went on to work for another firm and became a licensed Financial Adviser, specialising in wealth protection.
Helen joined Praescius in January 2011 initially as their Specialist Risk Adviser, but have since put the rest of her knowledge and training to work and now provide holistic financial advice. Whilst she enjoys delivering advice around how clients can best protect themselves in times of challenge – be it individuals, family or business owners – being able to assist her clients with all of their needs at each stage of life, is both fulfilling and rewarding.
She is a member of the Association of Financial Advisers, have a Diploma in Financial Planning and she is currently completing her Advanced Diploma.
She loves to spend her ‘down time’ with family and friends and have a passion for cooking and love to travel – with many places still on her bucket list!
Office
1-3/34 Parap Road, Parap NT 0820
Mick Murray – Fiducian Financial Services
Mick has worked in the financial services industry since 2006 and has worked in the financial planning industry since 2019. With a Graduate Diploma of Financial Planning, Mick specialises in wealth creation strategies, super consolidation, retirement planning and personal risk protection.
Mick has extensive experience working with Northern Territory Government public servants (NTGPASS) as well as the Australian Defence Force (DFRDB and MSBS). Mick is an ex-serviceman with 12 years serviced in the RAAF.
Mick is passionate about helping clients achieve their financial goals.
Office
T213/12 Salonika Street, Parap NT 0820
Dennis has over 20 years providing financial advice and wealth creation strategies as well as personal insurance. Dennis has worked for Ellerfield for the last 15 years.
Personal
We as a family live on a rural property in the NT, with a passion for fishing and boating since youth. I own 4 boats and get out almost every weekend. Involved in AFANT the Amateur Fihermans Association of the NT, on the committee for over 10 years. Helping advocate for new fishing projects eg boatramps and access to Waterways to allow people to fish in more areas throughout the NT. Also enjoy 4wdriving in the NT, and playing golf.
Qualifications
Long time member of the FPA
Office
220 Freds Pass Rd, Humpty Doo, NT 0836
Luke has been providing quality advice since 2013 and has a real passion for helping people achieve their goals. Creating and maintaining strategies to grow and protect your wealth, as you navigate the different stages in life, is the core of the trusted relationship you will have as a client with Luke.
Investment Style
Luke’s investment approach is to first understand your needs. This will provide the information needed to implement an investment strategy that is tailored specifically to compliment your needs. This can range from passive to actively managed
Services and Specialties
Qualifications and Memberships
Competencies
Office
Level 2, 36 Mitchell St, Darwin, NT 0800
Let us help connect you with the
BEST ACCOUNTANT for your needs