The Best Financial Planners In Gold Coast

Need Financial Advice in Gold Coast?

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

We have listed the 10 best Gold Coast Financial Planners.

Rachael Glover – True Diamonds Financial

Rachael started her career working in financial services in 2007 at the age of 19, in Tasmania. Here she gained valuable reception skills as well as basic knowledge of the financial planning process, strategies and products. She focused mainly on providing general insurance products to retail clients during her time with this company. Here she commenced the Diploma of Financial Services (Financial Planning).

From there she moved to a more challenging position in Superannuation administration for a large industry Superannuation fund. Her role saw her gain valuable knowledge and experience in all areas of Superannuation, including contributions, group insurances, income streams, and claims.

In 2012 Rachael moved to the Gold Coast where she has since assisted in the set up and ongoing maintenance of two financial planning firms. She has also worked with these companies as sole para planner and financial adviser also. She has been an authorised financial planner since 2013 once she completed the Advanced Diploma in Financial Services (Financial Planning).

In 2016 Rachael left her position at the time to establish True Diamonds Financial located on the Gold Coast, Queensland.

Rachael is passionate about dealing with and providing advice to clients that understand the benefit of experience and quality financial advice. She is committed to building long term sustainable relationships with her clients and strives to provide clients with peace of mind throughout their life journey. She welcomes you to contact her for an initial consultation at no cost.

Office
Suite 1, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227

Contact – Rachael Glover

Christian Hammerle – Vogue Advisory Group

As a qualified Financial Adviser for many years, Christian has been helping his clients achieve Financial Independence and Wealth goals through honest, accurate and strategic Advice. Christian has been recognised for his ability to truly listen to and understand his clients needs and deliver results. He brings a wealth of knowledge in financial analysis and exceptional ethical conduct for the team at Vogue Advisory Group and we are confident that you are in good hands with Christian.

“The reason why I have chosen this field is so that I can help real people make their Financial Dreams come true and financial Independence so they never have to worry about money ever again” – Christian Hammerle

Christian is committed to providing the best possible outcomes for his clients and helping them make better financial decisions for their family’s future. Working in a Boutique, privately run Advice business allows Christian the flexibility to select the best product and service providers in the industry rather than being encouraged to use an “in-house” product. The priority here is best outcomes for clients and not for big corporate.

Christian can provide specialised and tailored advice in the following areas:

  • Investment Strategies
  • Personal, Superannuation
  • Self-Managed Superfunds – including property purchases
  • Asset protection and Insurance Advice
  • Full Retirement Planning
  • Tax Minimisation strategies
  • Generational Wealth Transfer
  • Trust Structure Advice

To have your complimentary in-person or virtual consultation with Christian simply email[email protected] or call 0423 815 190

Office
Suite 1, Level 2 – 21 Lake Street, Varsity Lakes Gold Coast, QLD 4227

Contact: Christian Hammerle

Hugh Robertson – Centaur Financial Services

We are the only firm on the Gold Coast to win the prestigious Association of Financial Advisers Adviser of the Year, as well as Independent Financial Advisers Goals Based Adviser of the Year.

We are here to help you reach your financial and lifestyle goals using smart financial strategies including:

  • investment strategy
  • personal insurances
  • tax minimization
  • growing your super
  • reducing your debts
  • estate planning

Feel free to call us to have a chat to see if we can help you reach your goals and give you greater confidence for your future and more peace of mind now.

Office
Level 1, 4 Sixth Avenue Palm Beach QLD 4221

Contact: Hugh Robertson

Scott Everingham

Scott Everingham – FinPlan

Scott Everingham is FinPlan’s Head of Strategic Advice with over 20 years’ experience in the financial services industry. Scott was awarded a Professional Excellence Award in 2005 for his excellence in customer service and commitments to values and High Performance award in 2009 for his efforts during the GFC.

Scott is a Certified Financial Planner (CFP®) with the FPA® and has a Diploma in Financial Planning (Dip FP). Scott passed the FASEA National Exam in 2019 and is currently completing a Graduate Diploma of Financial Planning (GDip FP).

Scott also holds qualifications in Self-Managed Super Funds, ASX Accredited Listed Products (direct shares), Geared Investments and is a Commissioner for Declarations (C.dec).

Scott is a registered Tax (Financial) Adviser with the Tax Practitioners Board and has been a member of the Financial Planning Association of Australia (FPA®) since 1999 and is committed to the FPA’s Code of Ethics and Rules of Professional Conduct.

Finplan specialises in investment and retirement planning solutions, provided in a clear and uncomplex manner.

Scott is an Authorised Representative of Libertas Financial Planning Pty Ltd (AFSL 429718).

Office
Suite 2, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227

Contact: Scott Everingham

Steve Luman– Sunlife Group

From time to time, we all experience moments in life when it feels like things aren’t moving in the right direction, or that you may not be (financially) where you often dreamt you’d be at this point in your life.

Seize the opportunity to reflect and acknowledge the things that aren’t quite working and embrace all the possibilities that a fresh new beginning can bring.

From our experience, most people are looking for practical ways to advance themselves financially and achieve their dreams, whether it’s:

  • Home Ownership
  • Paying off their mortgages sooner
  • Reducing the tax they pay
  • Having the right insurances in place (Plan “B”)
  • Becoming financially efficient so they can enjoy a better lifestyle
  • Providing their children with the best education
  • Creating wealth for the future and leaving a legacy for their children
  • Becoming debt free before retirement

Some people have other concerns, such as navigating through uncertain times, the changing economic and investment landscapes, understanding policy announcements that could impact them financially, and choosing the right investments amidst the continual advancements in technology that are shaping our future.

All of this can impact you financially, so it’s imperative to stay abreast of all this change and seek the right advice from a team that’s dedicated to the financial wellbeing of their clients.

Our motto Life’s better when the Sun’s out best describes our mandate of improving our client’s financial life so that they can start enjoying the things that really matter.

We understand that everyone has their own unique story.

That’s why we don’t just give advice, we encourage, inspire and transform our client’s financial wellbeing by developing a clear pathway to their financial success and helping them stay on track.

I invite you to experience the Sunlife Living way of doing things by making a confidential appointment with us to discuss your story, your ideas and the things you’d like to improve.

Let’s see if we can make the sun come out for you and brighten your financial future.

– Steve Luman, Senior Adviser. AFP, TPB, SMSF

About Steve:

Steve has an extensive background in Finance, Property and Business. Steve specialises in self-managed super funds and investments, and is registered on the Tax Practitioners Board. Steve’s experience and knowledge helps him provide strategic and holistic advice for better financial outcomes.

Office
Suite 2, 465 Oxley Drive, Runaway Bay, QLD 4216

Contact: Steve Luman

Amanda Cassar –  Wealth Planning Partners

Amanda Cassar is passionate about helping her clients simplify their financial situation. 

Knowing that money issues can be one of the top forms of stress, her goal is to help lighten the load for you.

Amanda is an award winning adviser and author, who holds a Master of Financial Planning and specialist accreditations in Self Managed Superannuation Funds and Aged Care advice.

She has been involved in financial services on the Gold Coast since 1992 after graduating from both primary and high school locally.

Wealth Planning Partners and Trusted Aged Care Services are her businesses, run from her offices in Robina.

This is very much a family business, with both Amanda’s adult children involved in the practice.

Contact Amanda for assistance with:

  • Superannuation – investment, contributions and consolidation
  • Self Managed Superannuation Funds – set up, investment, ongoing strategy and administration
  • Insurance – protection advice including Life, Total & Permanent Disability, Trauma and Income Protection
  • Investments – Shares, ETF’s and Managed Funds    
  • Estate Planning assistance
  • Aged Care Strategy advice

Amanda is also a member of the following organisations:

  • Million Dollar Round Table – Australian Chair
  • Financial Planning Association – Financial Planner AFP®
  • Association of Financial Advisers
  • Self Managed Super Fund Association – SMSF Specialist Advisor™

She has also recently written the course work for the Financial Abuse Specialist™accreditation with a special interest in this area.

Office
Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226

Contact: Amanda Cassar

Adrian Bernard – ABH Financial Services Pty Ltd

Qualifications:

  • Bachelor of International Finance – Griffith University 2000
  • Diploma of Financial Planning (FNS50611) – Kaplan
  • Margin Lending and Geared Investments – Kaplan 2011
  • Completing SMSF Course Kaplan Professionals – Kaplan 2016

Memberships:

  • AMP FPA (AMP Financial Planners Association)
  • Queensland Geological Society
 

Background:

  • It’s has genuinely been his goal to help people and work in the financial services industry from a young age; the industry seemed very exciting and challenging. He began in the financial planning industry in 1999 as a ‘trainee’ Financial Planner after completing his degree in International Finance at Griffith University.
  • He soon established a growing client base and now solely work with referral clients. While working in the industry He had attained the PS 146 and diploma of financial planning requirements. He had developed a broad experience in asset accumulation tax & risk management for both personal and companies.
  • He gets great satisfaction in improving his client’s financial security and quality of their live. To this end his business operates exclusively on referral and strategic partners’.

Passionate

About life and the opportunity to assist people from all walks of life to improve their financial situation and giving them confidence to improve their lives.

Personal

When out of the office He enjoys getting back to nature. He especially enjoys the Gold Coast beaches for surfing and Hinterland for bush walking and photography. He is enjoying travelling and going to the snow in Japan for the contrast and culture.
Languages

He had studied Mandarin Chinese for 7 years and also speak some basic Japanese and have an interest in politics and geography as economise are driven by people. The region they live in is dynamic and it’s important to be aware of where they are headed and how these changes can benefit clients.

What they do is

A full and detailed assessment of where you are at now both financially and personally and professionally. They then discuss your goals and objectives and define where you want to be in the future both financially and personally taking into consideration your time frame risk profile stated preferences we develop a unique financial plan that is specifically designed to assist you achieve your financial goals.

So that they can

By having a plan in place to achieving your goals this offers peace of mind for you and your family’s future, knowing that all your hard work now will actually yield you your desired lifestyle.

Which means

You can get on with the rest of your life and focus on your family and career and other personal aspirations knowing that your financial security is being looked after and regularly reviewed.

Office
Level 6, Southport Central Commercial Tower 3, 9 Lawson St, Southport, QLD 4215

Contact: Adrian Bernard

Bruce Cameron – Boston Private Wealth

Bruce is an experienced Certified Financial Planner, a Fellow of the Institute of Chartered Accountants, and former Fellow of The Taxation Institute of Australia.

Bruce is a life coach, wealth manager & consultant, with a focus on assisting high net worth individuals.

Bruce specialises in helping clients achieve their wealth management goals and financial independence, by providing quality strategic advice. He works closely with his clients, planning for the accumulation and preservation of wealth within a tax efficient environment. He works with self-employed clients as an “independent/outside “director. They may have a Self Managed Super Fund.

He provides fee based advice to assist people in developing their ‘life plan’ to achieve financial independence in a secure environment. Typically many of his clients are Baby Boomers who are, or have been, in business or are in management positions and wanting to improve or maintain their lifestyle.

Bruce’s awards include:-

  • Charles Sturt University–Cameron House 2009
  • A Student Residential House on Bathurst Campus named for his individual contribution to the University, the Citation reads;-
  • “…He has shown strong leadership of the Investment Committee and the Growth of the investments portfolio is evidence of his skills & expertise in this area…”
  • Bathurst City; Honoured twice by local radio station 2BS with its Citizen of the Month award. August 2008 and December 1998

Bruce lives in Bathurst, NSW. Servicing clients in Sydney and the Central West.

Office
Suite 46B, Masthead Way, Sanctuary Cove QLD 4212

Contact: Bruce Cameron

David Just – Godfrey Pembroke Limited

David has over 16 years industry experience, commencing as a financial adviser in one of the big 4 banks in January 1999. Prior to this role David gained experience in various roles including lending and management as a bank manager for 4 years having joined the company from university in 1993.

David specialises in Self Managed Superannuation strategic advice and has gained the highest designation of SMSF Specialist Advisor™ from the peak industry body Self Managed Super Fund Professionals Association of Australia.

David’s key areas of focus include investment advice, retirement income and estate planning asset protection. David is especially committed to ensuring clients wealth is protected from unnecessary erosion via sound asset structures and legally effective Will making.

David was the founding Principal of the firm in 2005 and strives to deliver superior financial advice and service outcomes for all clients of the firm.

In addition to his business degree studies and superannuation specialist accreditation David has successfully obtained an Advanced Diploma of Financial Services, Diploma of Financial Advising and is a Associate Financial Planner© Practitioner member with the Financial Planning Association of Australia. David is a Quality Advice accredited planner.

Office
‘HQ’, Suite 11, Level 1, 58 Riverwalk Avenue, Robina QLD 4226

Contact: David Just

Tony Sarai – Modoras

Tony has worked in Modoras since 2001, giving him in-depth knowledge of each of Modoras’ practices and capabilities. His experience extends far deeper however, having worked in many areas of Modoras on a part time basis since first commencing industry studies in 1996. With a depth of experience, Tony is passionate about the potential he can achieve for clients and the value of the relationships he has developed.

Tony’s personal philosophy is to be wholly committed to every client, regardless of their financial position, and to establish lasting relationships based on strong rapport and an understanding of the client’s personal financial ‘appetite’. Fully understanding each client is imperative, not only in terms of their financial goals, but who they are, where they’ve come from and what they believe in. “A deep understanding of each client allows me to tailor meaningful, achievable goals and strategies knowing they will be happy not only with the journey … but the ultimate destination.”

Tony takes great pride in the transparency of the Modoras methodology and focus on client education. With a deep understanding of the opportunities available, clients are well positioned to make informed financial decisions every step of the way. This approach ensures that every client is educated about how strategies are selected and more importantly, why they are recommended. This means clients are closely tied to the process and fully understand the value of what is being put forward. Tony believes the time invested in this process is invaluable in providing clients with an immense level of comfort and ensures that every decision is a joint one made in an open, trusting environment.

The respect Tony has earned from clients is apparent from the depth and experience of his client base which includes international equities traders to senior executives from the financial services sector itself. These clients identify with Tony as a consummate professional whose commitment and genuine concern have positioned him at the forefront of the industry. Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate options are recommended to clients and he can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility.

  • Holistic Adviser of the Year 2018 – Tony Sarai
  • Graduate of Australian Institute of Company Directors
  • Executive Program in Leadership – Stanford University (USA)
  • Associate Member Self Managed Super Fund Association
  • Bachelor of International Business
  • Bachelor of Commerce (Banking & Finance)
  • Certified Financial Planner
  • Diploma of Financial Planning

2016 Finalist Independent Financial Adviser (IFA) Excellence Awards: Multi Service Practitioner of the Year
Member Financial Planning Association of Australia
Member Australian Institute of Company Directors

Office
(07) 5570 6150, Suite 38, Level 4, 46 Cavill Ave, PO Box 2322, Surfers Paradise QLD 4217

Contact: Tony Sarai

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BEST FINANCIAL PLANNER for your needs