The Best Financial Planners In Geelong

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The Best Financial Planners In Geelong

Need Financial Advice in Geelong?

Let us find the Best Financial Planner for your Needs and Situation.

We have listed the 10 best Geelong Financial Planners.

Tribeca Financial Matthew Rea Geelong Financial Planner

Matthew Rea – Tribeca Financial

At Tribeca, everything we do is focused on supporting, educating and empowering you to take control over your finances and in turn your choices. To give you a strong sense of security and freedom.

To enable you to live your Good Life. (See what this means for you).

My Good Life has its heart in south west Victoria, where I have lived and worked for the majority of my life. Having grown up on a dairy farm, I saw firsthand the ups and downs that comes with managing the finances for a business and family. It’s what led me to eventually become a Certified Financial Planner (CFP®). And it’s what led me to Tribeca Financial, where I could offer the highest level of advice and care.

Our whole philosophy is based on understanding your unique needs and challenges, and then developing a tailored roadmap to help you achieve your goals and aspirations. It’s this holistic approach that sets Tribeca apart, allowing me to respond to any aspect of your financial world. Whether that’s setting up your investments, structuring your superannuation and insurances, or creating a way forward for you to take control of your cashflow and savings. All in a way that’s easy to understand and simple to apply. (See all the services we offer)

As one of the cashflow coaches at Tribeca, I can work closely with you to help take the stress out of meeting the weekly budget and increasing costs of living; giving you the tools to keep you on track to achieve your short and long-term goals. I also specialise in investment strategy, ensuring you’re always up-to-date with the latest financial trends and products.

“Matthew presented with a sound knowledge of my circumstances and provided me with clear and straightforward information. I have recommended him to others because of his uncomplicated communication style.” Carole, East Geelong

“Matthew speaks in concise and easy to digest terminology that makes our yearly update worry free and without a headache. We trust Matthew in giving us information that matters and he’s done this without fault. Highly recommend this gentleman as your Financial Advisor.” Anthony, Mildura

If you would like to talk to me about any aspect of your finances and how I can help you live your Good Life, the easiest way is to book a phone consultation with me by calling 1300 388 285 (there’s no cost for this) or contact me online here. You can also learn more about me via my LinkedIn and biography, and more about Tribeca Financial by clicking here.

Level 1, 110 Church Street, Hawthorn VIC 3122

Contact: Matthew Rea

Kevin Centra Best Financial Planner Geelong

Kevin Centra – Shadforth Financial Group

Kevin is a CERTIFIED FINANCIAL PLANNER® practitioner – the highest designation and internationally recognised representation of advisers globally.  He has worked as an adviser in Geelong and Melbourne for almost 20 years.  In 2023, Kevin was honoured in the Barron’s Top 100 Financial Advisers list, considered to be the gold standard for advice excellence in Australia.

What his clients say

“Kevin provides us with peace of mind, knowing that our superannuation and investments continue to be in a sound financial position and under constant review.”   (Alec, client of 5 years)

“Kevin provides continued confidence in our plan, and that despite world events our finances will remain strong”   (Gordon, client of 8 years)

“I have an advisor that I can trust 100% to handle all my finances and does his best with the assets I have”   (William, client of 6 years)

Our approach

Kevin specialises in helping clients achieve their financial and lifestyle goals, and works with people from various backgrounds and stages of life.  Some need advice to guide financial decision making, whilst others need assistance navigating a significant event such as selling a business, navigating a divorce or readying themselves for retirement.

His approach is to work with his clients to understand their current situation, aspirations and lifestyle needs and develop a comprehensive plan to help them achieve these goals.

Shadforth is the largest fiduciary investment advice firm in Australia.  Being a fiduciary provides our clients with absolute certainty that they are dealing with professionals they can depend on.

Education and Experience

Kevin also holds a Bachelor of Business (Financial Planning) from RMIT and is an active member of the Financial Planning Association of Australia having served on the Associations National Committee for Professional Engagement. He has acted as a liaison to the University and has assisted with the development of their financial planning programs. Kevin also guest lectures to their graduating finance students.

You can read more about Shadforth, their award-winning advice and investment approach and fiduciary certification here.

Ground floor, 100 Brougham St, Geelong VIC

Contact: Kevin Centra

Picture of Brendan O'Rourke, financial planner Geelong

Brendan O’Rourke – Geelong Wealth Advisers

Brendan is a Financial Adviser and Director of Geelong Wealth Advisers. He wakes up every day with a glass half full attitude, an eternal optimistic that can see the positive in all things. Supporting the Richmond Football Club has taught him in life to cope with more downs than ups however their recent success has given him a reason to smile.

He believes that you never achieve anything in life without putting in the time and energy required to achieve success.

If you dream of a comfortable lifestyle and retirement, make your dreams a reality and speak with Brendan.

He is a passionate and energetic adviser, that treats his clients with honesty and respect and works hard to enhance his clients lives.

Happily married to his wife Kimberley and has 2 children, Nathan and Emily.

Shop 3, 23-31 Gheringhap St, Geelong

Contact: Brendan O’Rourke

Damian Christou - Geelong Financial Planner

Damian Christou – Barwon Financial Planning

A recognised specialist within the financial planning community, Damian established Barwon Financial Planning in 2014. Damian prides himself on quality advice and personal service, and thrives on making a positive difference to his clients lives.

Originally from Geelong, as a child Damian participated in every possible sporting pursuit including tennis. It’s no surprise then to learn that he originally dreamed of being a professional tennis player and competing against his tennis idols, Edberg, Lendl and Agassi.

Outside the office, you’ll find Damian enjoying time with his lovely wife and 3 young children, either down at the local park or cooking a BBQ at home with friends and family.

Level 2, 191 Malop St, Geelong

Contact: Damian Christou

Stevie-Jade Turner best financial planner

Stevie-Jade Turner – Verse Wealth


I’m a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.

I love helping people, and from an early age I’ve had an affinity for complex maths and enjoyed problem solving. It was this combination that lead me to a career in financial advice in 2009. I’ve since spent more than a decade helping clients achieve goals and feel financially secure, as well as coaching many Financial Advisers. I’m passionate about advice that is truly personalised, strategic and I love thinking outside the box to figure out how clients can make sure their money is really serving them.

Our Approach

At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.

Our Services

Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here

Our Clients

We work with professionals, pre-retirees, high achievers and more.  They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here

What our clients say

‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M

‘Verse have been indispensable helping my family achieve our goals.’ Greg. P

‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C

‘I could not be happier with their professionalism and knowledge.’ James. F

‘The Verse team will change your lives forever.’Stephen. S 

To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.

Recent Awards 

  • 2022 Independent Financial Advisers Goals Based Adviser of the Year
  • 2021 Independent Financial Advisers Excellence Award
  • 2021 Independent Financial Advisers Client Outcome of the Year
  • 2020 Financial Planning Association Advice Innovation Award
  • 2020 Independent Financial Advisers Client Servicing Adviser of the Year

If you’d like to have a short, no-pressure chat you can book a call with us, contact us below or visit

Contact: Stevie-Jade Turner

Peter Burke

Peter is the founder and Principal Director of Burke Britton Financial Partners. After 17 years teaching, Peter made the transition to Financial Planning in February 1996 as a Financial Planner for GIO. Following GIO’s takeover by AMP in 2000, Peter became an AMP Financial Planner and built a strong client base in the area, eventually being one of the first in Victoria to take up AMP’s offer to use this client base to establish his own business in 2001.

Peter is a Certified Financial Planner™ and member of the Financial Planning Association of Australia (FPA). With over 22 years of experience, Peter has an extensive background in a variety of financial strategies and is firmly committed to improving the quality of strategic advice in this industry.

Peter works with a diverse range of clients including those in need of complex financial strategies. He specializes in Self-Managed Superannuation Funds at BBFP, and enjoys the challenges this multifaceted area of planning provides. Peter is also a member of the Self Managed Super Fund Association (SMSF Association).

Peter was recently welcomed as the 9th of a small group of “Legends of the Bell Park Football Club”, in the Geelong Football League. Peter moved to Bell Park as a Senior Playing Coach at the end of 1982 and had the pleasure of coaching the clubs inaugural Senior Premiership in 1984. Peter has spent the years since in multiple roles including Senior Coach, General Committee, recruiting, tribunal advocate, Junior President and coaching the junior sides.

Living in Geelong gives Peter great pleasure with the fantastic local facilities and natural wonders at the tips of his fingers. Peter never says no to a short, relaxing overseas holiday though, enjoying travelling in Asia and America!

Specialises in helping customers with any level of wealth
Remote advice (e.g. Skype)
Workplace & home visits

Level 1, 240 Pakington Street Geelong West
3218, VIC. Australia

Contact: Peter Burke

Cameron White

In 2014, Cameron established Advisory Partners after working for high profile local and national accounting practices. He is currently managing the Financial Services Division at the firm. While having extensive experience across the accounting spectrum, he has a particular passion for providing effective financial planning advice for his clients.

The world of financial planning incorporates many complex concepts, structures, options and obligations. As manager of the division, Cameron is keen to ensure all clients are given straight forward information in plain English so they can make informed decisions relating to their investment strategies and portfolios. He has often seen how the removal of jargon and unnecessary complications for clients can form the basis of beneficial outcomes. Consequently, he goes to great lengths to provide clarity and astute guidance for his clients.

Cameron is especially keen to understand the personal needs of his clients so he may deliver value in the following areas: –

Financial strategy including cash flow, superannuation, combined tax/legal outcomes and personal insurance where applicable,
Portfolio establishment and ongoing management where applicable, integrated to cash flow,
Integrated Centrelink and Aged Care planning with our team of in-house service experts,
Establishing entities to integrate and deliver financial outcomes (i.e. SMSF)
Advising clients on growth and strategic opportunities,
Integrating estate planning discussions with legal professional(s)
Helping getting clients ready to retire,
Family financial discussions/advice.

Bachelor of Commerce and Arts (Deakin University)
Diploma and Advanced Diploma of Financial Services
Certified Financial Planner (in progress)
Cavendish Specialist SMSF Practitioner

15 Pakington St. Geelong West VIC 3218

Contact: Cameron White

Jan Ellis

Jan joined Planwell in 2001 and is a director of Planwell Financial Group.

Jan is a CERTIFIED FINANCIAL PLANNER® and has a background in mathematics. Jan particularly enjoys her relationships with her clients with expertise in assisting them with both their financial and lifestyle goals. Jan was honoured as AXA’s Victorian Adviser of the Year in 2011.

On a personal level, Jan is married to Max and has three great children. She is a passionate Cats supporter and a regular at Geelong games. She enjoys the popular “middle aged” sport of cycling and can often be found at the gym. To provide some balance in her life she also enjoys good food and wine and has ambitions of further travel.

Level 5, 65 Brougham Street
Geelong VIC 3220

Contact: Jan Ellis

David Clark

David has been a financial planner since 2003 and is a director of Planwell Financial Group.

He has completed a Bachelor of Commerce, is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Planning Association of Australia.

Meeting a client’s financial goals and objectives is a focus. David specialises in investment and retirement planning advice including superannuation and SMSF. He also advises on personal insurance protection. He loves the interaction with clients that his job provides, including the many ‘let’s get a coffee’ meetings.

David was raised in Geelong and is married to Narelle with two beautiful children. He enjoys playing golf, exercising, trying something new, travelling and dining with family and friends.

Level 5, 65 Brougham Street
Geelong VIC 3220

Contact: David Clark

Erika Wilke

Founder and co-director. CFP®, BA, Grad Dip Sociology, Diploma FP. She commenced PrimeCare Financial Planning in 2007 in response to a growing community need to provide personal financial advice to people working through the financial maze for Aged Care.

Erika is a co-author for the Australian Master Financial Planning Guide (Wolters Kluwer) on Aged Care and Retirement Living from 2010 to present. This is a prestigious manual used by accountants, lawyers, finance students, Government Departments, financial planners and universities. She is the forerunner on training the industry on the complexities of aged care.

Erika is also on the Board for a not for profit language specific aged care facility. Being on the Board of an aged care facility, allows Erika to provide her expertise to management and concurrently she broadens her experience and knowledge on the operations of an aged care facility. On this basis she has a greater knowledge base to assist her clients with the understanding of aged care.

Erika was also on the Board of Peninsula Health (a large public hospital network on the Mornington Peninsula) for 6 years. Again, the experience she acquired whilst on this Hospital Board, allowed Erika to gain further knowledge and information about how and why patients are transitioned into aged care from a hospital perspective.

With her current and past experiences across a range of significant aged care influences, Erika, is an industry leader and is therefore able to provide her clients with the best aged care advice and information possible within Australia.

Level 1, 27-31 Myers St
Geelong Vic 3220

Contact: Erika Wilke

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