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Let us find the Best Financial Planner for your Needs and Situation.
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.
Suite 1, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227
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:
Suite 1, Level 2 – 21 Lake Street, Varsity Lakes Gold Coast, QLD 4227
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:
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.
Level 1, 4 Sixth Avenue Palm Beach QLD 4221
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).
Suite 2, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227
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:
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
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.
Suite 2, 465 Oxley Drive, Runaway Bay, QLD 4216
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:
Amanda is also a member of the following organisations:
She has also recently written the course work for the Financial Abuse Specialist™accreditation with a special interest in this area.
Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226
Please note, there is a minimum account balance requirement of $1,000,000 of investible funds for consultation with Ross.
Ross is a director at Cervus Private Wealth, based on the beachfront in the beautiful suburb of Kirra.
The Kirra location serves as a central point to Cervus’s clientele who predominantly span from Brisbane to Byron Bay as well as providing easy access to the Gold Coast Airport.
Ross specialises in investment management, expense provisioning and management, tax strategies, superannuation and retirement strategies for retail and sophisticated clients.
A native of Scotland, Ross completed a Law degree and Business degree at the University of Aberdeen. He worked in mergers in acquisitions in London before relocating to Australia with his wife.
Ross worked for seven years at Macquarie Private Bank as a Private Client Adviser before founding Cervus Private Wealth five years ago. Cervus Private Wealth won the prestigious Top Performing Business award at Godfrey Pembroke’s most recent awards ceremony.
Ross is a member of the Australian Financial Planning Association and is registered as a Tax Financial Adviser with the Tax Practitioners Board.
60 Musgrave Street, Kirra QLD 4225
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:-
Bruce lives in Bathurst, NSW. Servicing clients in Sydney and the Central West.
Suite 46B, Masthead Way, Sanctuary Cove QLD 4212
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.
‘HQ’, Suite 11, Level 1, 58 Riverwalk Avenue, Robina QLD 4226
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.
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
(07) 5570 6150, Suite 38, Level 4, 46 Cavill Ave, PO Box 2322, Surfers Paradise QLD 4217
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