The Best Financial Planners In Gold Coast

Need Financial Advice in Gold Coast?

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
Level 13, 50 Cavill Avenue, Surfers Paradise, QLD​

Contact – Rachael Glover

Justin Mitchel – Integral Financial Planning Pty Ltd

Justin Mitchell is the Director and Principal Financial Planner of Integral Financial Planning and commenced this role in July 2010, prior he was a Financial Planner with St.George Bank on the Gold Coast for nearly 6 years, Justin has a Diploma and an Advanced Diploma in Financial Services (Financial Planning) and is in the process of completing a Masters of Financial Planning. Prior to joining the Financial Planning Industry Justin had experience in Management roles within the Airline industry with Ansett Australia and the Health Care Industry where he managed up to 75 staff. In 2010 Justin left St.George Bank to establish Integral Financial Planning Pty Ltd located on the Gold Coast.

Justin’s mission is to provide his clients with direction and meaning to their financial decisions based on their values, goals and needs. Justin assist’s in planning for the various changes in his client’s personal circumstances no matter their life stage and helps his clients see their financial decisions in the bigger picture. He strives to provide clients with peace of mind throughout their life journey. Justin has a preference to provide comprehensive advice, this way he can ensure the solutions he provides are concise, appropriate and effective. He states “the biggest misconception about Financial Planning advice is the emphasis placed on product”. His belief is that the value is in addressing the concerns and needs of the client and then determining the correct solutions, strategies and products to achieve the desired outcome.

Justin is committed to building long term sustainable relationships with his clients and welcomes you to make contact for an initial appointment at his cost he partners with other professionals to ensure his clients values, goals and needs are appropriately achieved. View his Google+ profile here.

Office
Po Box 1427, Mudgeeraba, Gold Coast, QLD 4213

Contact: Justin Mitchel

Damon Bensein – Elston

Damon Bensein is passionate about clients having choice and helping Elston and its team members be the best they can be. Damon leads a team of professional advisors to ensure they have the skills, tools and resources to enable clients to make informed decisions through the delivery of customised, professional advice. Additional to this, his role is to be the custodian of our culture and values to ensure the long-term success of clients, staff and shareholders.

Some of Damon’s experience to date has been growing a client base and collaborating with their professionals to help them achieve their goals, integrating the successful acquisition of multiple advice firms and overseeing the transfer of client relationships to Elston, and also building a team of successful advisers within the Elston framework and assisting with the development and implementation of the strategic direction of Elston.

Damon’s background started in the service industry and this foundation has influenced his belief that the client comes first as without them Elston would not have a business. Some real-world experience that has lead him to where he is today are roles with Woolworths, CBA and Wilson HTM. All these roles have been underpinned by studying a Bachelor of Business majoring in Funds Management, achieving a Graduate Diploma of Financial Planning and more recently receiving the Certified Financial Planner (CFP®) designation.

When not at work you’ll find him keeping fit and enjoying the finer things of life such as beer, wine, food and sports. Damon also enjoy spending time outdoors with his wife and two girls and just generally loving life.

Office
Elston House, Level 5, 850 Ann Street, FORTITUDE VALLEY QLD 4006

Contact: Damon Bensein

Nick Barnett – Coast Financial Planning

When a family tragedy struck Nick Barnett’s family, leaving his sister suddenly widowed at 30, with two-year-old twin boys to raise and no money to fall back on due to having let their insurances lapse, this heartache left a strong imprint. Although only 17 at the time, Nick vowed to help make a difference in the lives of others to ensure they didn’t face the same struggle – such as losing the family home – at an already incredibly stressful time. Most importantly, Nick wanted to educate people to know the importance of protecting their family against the unthinkable and be able to give financial direction to help secure a brighter future.

Employed in the financial industry since 1992, and with an Advanced Diploma in Financial Services, Nick has an extensive background in industry and personal superannuation, as well as a clear understanding of the pros and cons of all the financial products available today. He works closely with his clients and takes the time to truly listen to their needs, both now and in the future, and keeps them well informed every step of the way to ensure they understand the entire process.

Offering advice on personal and business insurance protection and superannuation strategies, Nick works hard to ensure the best outcome possible for Coast Financial Planning clients. He is always available to answer any questions on the ‘how, why and when’ so that clients feel in control and reassured of their financial plan and position.

Office
21A/221, Christine Avenue Varsity, Lakes Queensland, 4220

Contact: Nick Barnett

Troy Theobald – Robina Financial Solutions

Prior to establishing Robina Financial Solutions (RFS) in 2004, Troy was employed for ten years as an Accountant and Financial Planner with a Tweed financial planning and accounting practice. With the guidance of a senior adviser (who remains a firm friend) he cut his teeth on building client investment portfolios and defensive asset allocation strategies before moving into asset structuring and protection.

CWL Accountants – a BRW top 100 Accounting firm, then provided him the opportunity to build something of his own within their firm and RFS was born.

The business has gone from strength to strength largely due to a simple philosophy of providing the services that clients want and need and then delivering on our service promises.

Troy has won a number of awards going back to 2006 however he was most recently listed in the 2017 Barron’s Top 50 Financial Advisers in Australia, and Financial Standard’s FS Power 50 Most Influential Financial Advisers. Troy was also nominated in the Independent Financial Advisers (IFA) Excellence Awards for both 2016 and 2017 – a national award across all advice practices in Australia. Previously, Troy has proudly accepted Professional Investment Services ‘National Financial Adviser of the Year’ in 2012 and in a unprecedented result, again in 2013. There are over 650 advisers in the network around Australia and this is a reflection of the quality of the business he has helped build and his commitment to the clients of RFS.

“Some of the keys to our success in meeting our clients expectations is in breaking the advice process into its component parts and trying to look at it through a clients eyes. Complexity, jargon and risk are not what our clients want. They want to know we listen to them, understand their values and concerns and build a plan that can feasibly achieve the lifestyle they desire. If issues come up, they want us to solve them, they want to spend their spare time with family and friends, not sitting on a phone with a geographically challenged call centre. Finally they want to know what is happening and how they are progressing to meeting their milestones. Yes, we need the technical skills, the systems, the processes and the team that can deliver but it all starts with understanding what each client wants.”

In addition to his qualifications above Troy has completed the Self Managed Superannuation Fund Specialist Pathway Program and is an accredited Finance Broker

Troy is a Sub Authorised Representative (#245254) of Robina Financial Solutions, Corporate Authorised Representative (#402849) of Australian Advice Network Pty Ltd.

Office
Level 10 The Rocket, 203 Robina Town Centre Drive, ROBINA, QLD 4226

Contact: Troy Theobald

Michael Grammatico – Innovative Financial Solutions

Michael holds an Advanced Diploma in Financial Planning and has over a decade of experience in the financial services industry, primarily in Banking, Insurance, Management and Financial Planning. He has worked with a diverse range of personal and business clients to help them on their path to achieve financial independence.

His passion is to secure the financial future of working Australian families and small businesses through establishing effective strategic advice that is tailored to his client’s needs and goals. He believes that this is achieved through a life’s journey of educating his clients and ensuring a long term, prosperous and trusting relationship. Michael is certain that “if we fail to plan, we plan to fail”, his desire is to ensure that his clients have success from good planning and ultimately financial freedom as opposed to relying on good fortune. Michael is a firm believer of 4 major traits in the advice process that ensure longevity of such a business relationship between adviser and client. Trust, transparency, excellence and respect.

In his personal time Michael loves to travel with his family citing Italy as his favourite destination. Living on the Gold Coast, he has a passion for great food, plenty of culture and lives for his wife Kate, his son Sam and daughter Gigi.

Office
57/1 Arbour Ave. Robina QLD 4226

Contact: Michael Grammatico

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