The Best Financial Planners In Geelong

Let us help you find the best financial planner for your needs

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).

Background
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.

Approach
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)

Speciality
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.

Reviews
“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

Contact
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 in a free 15-minute phone consultation by calling 1300 388 285 or going online. You can also learn more about me via my LinkedIn and Tribeca Bio, and more about Tribeca Financial by clicking here.

Office
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.

Office
Ground floor, 100 Brougham St, Geelong VIC

Contact: Kevin Centra

Jordan Vaka Geelong financial planner

Jordan Vaka – Planning Solo

Jordan Vaka is an independent financial adviser and specialises in helping people through life’s big transitions – like retirement and divorce.

Over the last 15 or so years, Jordan has discovered that he really loves helping people who are uncertain about what to do next, who haven’t been responsible for the finances before and need somebody in their corner that they can trust.

Whether that’s what to do with your property settlement, or how to plan a wonderful, confident retirement, or even as a jargon translator, Jordan loves working with people to map out their next steps.

Jordan and his family (two young kids, wonderful wife) escaped Melbourne a while back and moved to Ballarat.

Not only do they love the change of pace, it’s made seeing his clients in Geelong and along the Surf Coast a much shorter trip!

Jordan’s website has more detail about how he works and who he can help.

Website: www.planningsolo.com.au/about-us

LinkedIn: https://www.linkedin.com/in/jordan-vaka/

Office
Level 2, 51 Lydiard Street South, BALLARAT CENTRAL VIC 3350

Contact: Jordan Vaka

Wade Vautier Best Financial Planner Geelong

Wade Vautier – Community Chapman Welsh

Wade is a senior Financial Advisor with a Graduate Diploma of Financial Planning (Dec 2022) and a previous recipient of a prestigious NATIONAL ADVISER of the YEAR AWARD. He derives immense satisfaction from his work as a financial advisor, helping clients achieve peace of mind through effective financial planning.

Operating out of Newtown, Geelong (398 Latrobe Terrace), Wade proudly serves clients in the Geelong & Surfcoast community. He understands that financial planning can be overwhelming and strives to excel by providing tailored advice and guiding clients through their financial planning journey.

About
In addition to his professional achievements, Wade actively contributes to his local community. He has played a significant role in fundraising for the Barwon health foundation through his Business for Beds initiative, which supplied a ward of electronic, funky beds for the Geelong Hospital children’s ward.

Wade enjoys participating with his two boys in various sports, such as football, basketball, golf, and swimming. He also indulged in his passion for surfing and ocean paddling and was a trailblazer in organizing the Open Water Paddling series on the Victoria Surfcoast, attracting top open water paddlers from Victoria and interstate and world champions for its marquee event.

Qualifications
Wade boasts a range of qualifications, including being registered to provide Tax Financial advice, SMSF qualified, and possessing expertise in Superannuation, Investment, & Debt Management advice. He is also a qualified Mortgage broker and the founder of Newtown Home Loans.

An active Financial Planning and Mortgage Association member, Wade is registered with the Tax practitioners board and affiliated with the Australian Financial Complaints Authority (AFCA).

Contact
To learn more about Wade and the services he offers, interested individuals can visit his websites at www.wadevautier.com.au or www.newtownhomeloans.com.au.

Office
398 Latrobe Terrace, Newtown, VIC 3220

Contact: Wade Vautier

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

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