The Best Financial Planners In Geelong

Need Financial Advice in Geelong?

We have listed the 10 best Geelong Financial Planners.

Cameron Forbes

I am a Certified Financial Planner® and have completed a Bachelor of Commerce majoring in Financial Planning. I have achieved the highest designation in financial planning, and the highest ethical standards, which sets CFP® professionals apart from the rest.

I continue to undertake further study and professional development demonstrating my commitment to my clients and my profession. It goes without saying that I am passionate and committed to helping clients achieve their financial outcomes.

Sometimes people ask what difference a financial planner makes. I like to use the analogy of a personal trainer vs. a gym membership. You’ll get something out of your gym membership (provided you actually use it), but a personal trainer will help you achieve your goals much faster, with less worry and risk.

In the same way, when you work with a Certified Financial Planner® you don’t just see progress in your financial affairs, you see yourself steadily moving from milestone to milestone as your goal comes ever closer.

Office
126 Torquay Road, Grovedale, VIC, 3216

Contact – Cameron Forbes

Richard Goudie

Growing up in the country has given me a solid background in community involvement and I try to continue this ethic in our business dealings and in the community.

I believe the real value in our service is knowing our clients personally and tailoring our advice to suit their individual needs. I help clients make smart decisions on how to build and protect their wealth.

I hold the internationally recognised Certified Financial Planner™ (CFP®) qualification from the Financial Planning Association of Australia and I have a Diploma in Financial Planning from Deakin University. I am a member of the Financial Planning Association.

I am actively involved in the community, being a member of the Wimmera Health Care Group Board and the President of the Bennett Road Kindergarten.

When I’m not at work, you will find me chasing my two boys, Alex and Luca or on the tennis court for the Drung South Tennis Club.

Office
Suite 12, Level 2, 10 Moorabool St Geelong VIC 3220

Contact: Richard Goudie

Alisha Cameron

I have been working in the Financial Planning Industry since 1999. I hold the internationally recognised Fellow Chartered Financial Practitioner (FChFP) designation and my qualifications include the Advanced Diploma in Financial Planning and a Self Managed Superannuation Fund accreditation. I am also a graduate of the career changer program with AMP Horizons Academy, an industry-leading initiative offering comprehensive training and development in the provision of financial advice together with coaching and mentoring from industry leaders.

I love working side by side with my clients to identify life goals, along with any challenges and opportunities, providing them with a clear outlook of the journey ahead.

Outside of the office I am currently enjoying the challenge as President of the Horsham West and Haven School Council. I also love spending quality family time with my husband Terry and my three boys Tristan, Liam and Rory, often supporting them with their love of basketball and football with the Noradjuha/Quantong Football and Netball club.

Office
Suite 12, Level 2, 10 Moorabool St Geelong VIC 3220

Contact: Alisha Cameron

David Howie

Qualifications
Financial Planner AFP® member of the Financial Planning Association of Australia
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Arts
My goal is to help you make smarter financial decisions.

David has been working as a financial planner since 2011.

David’s business philosophy is to provide quality financial advice with a high level of care and professionalism.

David is well placed to guide you towards realising a secure and rewarding financial future.

David is authorised to provide you with advice (both general and personal) and deal in the following financial products:

Deposit products
Superannuation & Retirement Savings Accounts
Life insurance, including investment and risk insurance products
Managed investments (excluding Investor Directed Portfolio Services)
Government debentures, stocks or bonds
Securities

Qualifications
Financial Planner AFP® member of the Financial Planning Association of Australia
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Arts
My goal is to help you make smarter financial decisions.

David has been working as a financial planner since 2011.

David’s business philosophy is to provide quality financial advice with a high level of care and professionalism.

David is well placed to guide you towards realising a secure and rewarding financial future.

David is authorised to provide you with advice (both general and personal) and deal in the following financial products:

Deposit products
Superannuation & Retirement Savings Accounts
Life insurance, including investment and risk insurance products
Managed investments (excluding Investor Directed Portfolio Services)
Government debentures, stocks or bonds
Securities

Office
164 Moorabool St,
Geelong, VIC, 3220

Contact: David Howie

Jessie Crozier

Qualifications
Financial Planner AFP® member of the Financial Planning Association of Australia
Diploma of Financial Planning
Jessie has been working as a financial planner since 2014.

Jessie’s business philosophy is to provide quality financial advice with a high level of care and professionalism.

Jessie is well placed to guide you towards realising a secure and rewarding financial future.

Jessie is authorised to provide you with advice (both general and personal) and deal in the following financial products:

Deposit products
Superannuation & Retirement Savings Accounts
Life insurance, including investment and risk insurance products
Managed investments (excluding Investor Directed Portfolio Services)
Government debentures, stocks or bonds
Securities

Office
164 Moorabool St,
Geelong, VIC, 3220

Contact: Jessie Crozier

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!

SKILLS AND EXPERIENCE:
Specialises in helping customers with any level of wealth
SERVICE OFFERINGS:
Remote advice (e.g. Skype)
Workplace & home visits

Office
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.
Qualifications

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

Office
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.

Office
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.

Office
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.

Office
Level 1, 27-31 Myers St
Geelong Vic 3220

Contact: Erika Wilke