The Best Financial Advisors and Planners in Hobart
Let us help you find the best financial planner for your needs
Let us find the Best Financial Planner for your Needs and Situation.
As one of Australia’s smaller capital cities, Hobart combines a relaxed lifestyle with rising financial complexity. Property prices have steadied after years of sharp growth, but affordability remains a challenge, with house values still high compared to local incomes. Although overall living costs are lower than in other capitals, slower wage growth and rising grocery and utility prices are putting pressure on household budgets, prompting many residents to seek clearer financial guidance.
Whether you’re managing a mortgage, planning for retirement, or building long-term wealth, an experienced financial adviser can help you take control of your finances with confidence. Hobart’s top-rated financial planners offer trusted personal advice, investment guidance, and wealth management strategies designed to help you achieve financial security and peace of mind.
This page highlights the top 10 financial planners in Hobart, each fully licensed under ASIC and compliant with Australia’s national education and ethical standards.
Our selection process considered qualifications, experience, transparency, independence, and verified client feedback to ensure only reputable and trusted advisers are featured. The result is a shortlist of experienced Hobart financial planners who combine professional expertise with a personal, community-focused approach to helping locals achieve their financial goals.
Finn Dorney – Shadforth Financial Group
B.Com, B.InfoSys, GDipFP, CFP®
Finn holds a combined Bachelor of Commerce and Bachelor of Information Systems degree from the University of Tasmania. As well as a Graduate Diploma in Financial Planning through FINSIA he also holds the internationally recognised Certified Financial Planner® practitioner designation, the highest certification within the financial planning industry, and is a member of the Hobart Chapter of the Financial Planning Association.
Industry Recognition
Finn is passionate about developing and maintaining long term relationships with his clients and enjoys helping people achieve their personal financial goals. He specialises in strategic financial planning with extensive knowledge in superannuation, wealth accumulation, retirement strategies, taxation planning and portfolio management.
Finn’s approach is to gain a strong understanding of his client’s cash flow position, which then allows him to recommend the most suitable investments to help them achieve their financial goals.
“I greatly value the personal contact and availability of Finn, and his ability to explain financial matters simply” – Lucia Ikin-De Brauw
Matthew Hawkins – Elevate Wealth Solutions
B.Com, DFS, FChFP, Director Senior Financial Adviser
Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director of the Association of Financial Advisers.
Matthew’s specialities include retirement planning, insurance advice and wealth accumulation strategies. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.
Matthew has been in the Financial Advice profession for over a decade and through his experience has seen firsthand the positive impact quality advice can have on a client’s financial affairs.
Understanding the importance that education plays in providing quality advice; Matthew has always made a commitment to work to the highest education and ethical standards which involves always putting our clients first.
We have long been of the view that professional Financial Planners should be highly qualified in line with the requirements of other professions such as law and accountancy.
Matthew is a member and National State Director of the Association of Financial Advisers (AFA) and is governed by the AFA Code of Conduct: Principles of Practice.
Office
Level 2, 15 Victoria St, HOBART, TAS, 7000
Louisa completed a Bachelor of Business and Bachelor of Arts at the University of Tasmania prior to joining Morgans. She is fully qualified to provide financial advice and holds a Graduate Diploma in Financial Planning. Louisa advises on direct investment portfolios and strategic financial planning to help enhance her client’s long-term financial position.
Investment Style
Louisa’s investment approach is to invest in quality businesses with long-term growth prospects. When selecting investments, Louisa applies proven investment principles to carefully identify opportunities for her clients in a variety of market conditions. Louisa engages proactive portfolio management and develops financial planning strategies tailored to suit her client’s needs.
Services and Specialties
Qualifications and Professional Affiliations
Competencies
Office
Level 9, 86 Collins St, Hobart
Peter Mancell – Mancell Financial Group
CERTIFIED FINANCIAL PLANNER®
Peter has helped a very diverse range of clients with their financial planning needs for over 35 years; having founded Mancell Financial Group in February 1980. During this time Peter has gained extensive experience in strategic financial planning, estate planning, insurance planning, income tax, superannuation fund management and investment advisory services.
With a mathematics and psychology background from Sydney University, Peter and his team have built a world class wealth management business based on academically proven, evidenced based investment strategies. His team also provides management services to leading Australian privately owned licensee, FYG Planners, which operates from over 35 offices across 6 states and territories.
Peter has had a long term involvement in the Australian and New Zealand Asset Class Investors Association and in 2014 he was invited to chair the Global Association of Independent Advisers, whose presence crosses the USA, Canada, the UK, Europe as well as Australasia. Peter is absolutely passionate about advisers acting as true fiduciaries, free from conflicts and working solely in the interests of clients.
Peter has been happily married to his wife Leonie since 1982. Peter and Leonie have two daughters Lori & Brogan and a dog named “Paddy”. Peter has also had a long history of voluntary service in the local community across sport, the arts, local government entities, medical research and the health sector.
Office
Level 1, 41 Mount Street, Burnie, Tasmania, 7320
Phil is an experienced planner who enjoys working with clients to meet their financial goals now and into the future. Having previously been a teacher, Phil educates and guides clients; enabling them to make informed decisions to build, protect and manage wealth through a broad range of financial strategies.
Phil grew up in Hobart, but has worked and travelled widely overseas and interstate prior to returning and settling in Tasmania. He commenced working in the Financial Services industry in 2002 and has completed an Advanced Diploma in Financial Planning, several specialist courses in ASX listed products, SMSF, margin lending and is a Certified Financial Planner®. Phil enjoys travel, getting outdoors and spending time at the beach with his family.
Qualifications
Office
29 Murray Street, Hobart, Tasmania 7000, GPO Box 1082, Hobart, Tasmania 7001
Jonathon Croome – SMF Wealth Management Pty Ltd
Jonathon Croome has been an Authorised Representative since 2006, providing financial planning advice and assistance to clients. Jonathon has worked in the financial services industry since 2005 and can provide assistance and advice on all financial planning areas.
Qualifications and memberships
Jonathon Croome is also a registered tax (financial) adviser and is authorised to provide a tax (financial) service, where the advice is: Provided in the context of the personal advice authorised by Consultum, and Part of the financial advice which interprets and applies the tax laws (including tax, superannuation and SMSF laws) to your personal circumstances.
Any tax agent services that are provided (including the preparation and filing of tax returns and liaison with the ATO, etc), are not provided under Consultum’s AFSL and are not covered by this FSG. They should be treated as a separate business activity.
Authorisations
Office
Ground floor, 169 Liverpool Street, Hobart TAS 7000
T: 03 6215 5900 l F: 03 6215 5911
Meet Ben Hornsey, the driving force behind Involve Wealth. Ben is dedicated to making financial planning simple, straightforward, and tailored to your unique needs. He understands that financial planning can be intimidating, but with his clear, actionable steps and commitment to keeping you accountable, you’ll maximize the value of his expert advice. At Involve Wealth, you’ll always work directly with Ben, ensuring a personal and trusted relationship.
With over a decade of experience, Ben has guided countless clients through the complexities of superannuation, retirement planning, Centrelink, investments, and insurance.
Holding a masters in financial planning (MFinPlan), Ben is passionate about helping clients achieve their personal goals and financial independence. He thrives on seeing his clients succeed.
Based in Hobart, Ben leverages a robust network of accountants, solicitors, and mortgage brokers to provide comprehensive advice. Whether you’re saving for your first home, paying off debt, building investments, or planning for your retirement, Ben has you covered.
Balancing his professional life with a healthy lifestyle and family commitments, Ben understands that life doesn’t stick to a 9-5 schedule. He offers flexible appointment times outside of standard business hours and virtual meetings to fit your needs.
Book a free 15 minute introduction call through here – https://involvewealth.com.au/
Office
1/15 Franklin St, Lindisfarne
“If I understand what my position really is I can improve it.”
Tim helps clients to clearly understand where they are at and plan to achieve their goals. His experience is that small consistent incremental change can achieve big results.
Tim’s experience in the financial services sector is extensive. He began his career with a major Hobart firm, worked with Ernst and Young in Eastern Europe and later became Head of Mergers and Acquisitions for Genesys Wealth Advisers. He joined Accru Hobart in 2008.
Tim specialises in helping clients plan for the future with a focus on maximising business value. He consults on mergers and acquisitions, restructures and due diligence for a range of organisations. Tim specialises in the financial planning industry and helping practitioners with a wide range of issues related to their practices.
Tim also advises on a wide range of business issues and strategies – from valuations, sales and financing, to succession planning, minority equity investment models, transaction management and dispute resolution.
Expertise
Professional qualifications and memberships
Office
Level 1, 18 Ross Avenue, Rosny Park, 7018, Tasmania, Australia
As an adviser Tom deeply values his relationship with his clients, and finds great satisfaction in helping them achieve their life goals. Tom is a self confessed nerd, and enjoys numbers and spreadsheets and continually learning and expanding his knowledge through study. Tom has undertaken years of education to ensure he has a level of technical knowledge that goes above and beyond for his clients.
With a thirst for learning Tom studied at the University of Tasmania and completed a Bachelor of Business, before undertaking his Masters of Finance with specialties in Investment Analysis and Applied Quantitative Finance. After satisfying his passion for knowledge, he gained invaluable experience providing financial advice to a very broad range of high income and high net worth clients during his time at ANZ Private Bank and Advice.
Tom has a client first approach and truly believes in an advice model that places the clients best interests at the forefront of the conversation. A model that is focused on providing advice that is driven by what is best for his clients.
Outside of work Tom spends time with his family, including his two young sons, and enjoys spending time at the beach with them every chance he gets. He also deeply believes in a sustainable investment model that will allow for our environment to be preserved for future generations and families.
In 2019 Tom was named as an AFA top 10 finalist for Rising Star of the Year.
Qualifications
Office
86 Hampden Rd, Battery Point, Hobart, Tasmania 7004
Hobart financial planners typically charge between $3,000 and $5,000 for an initial comprehensive plan, with ongoing advice costing around $3,000 to $4,500 per year. Fees are generally comparable to the national average, though some smaller firms offer slightly lower rates and flexible options such as scaled or one-off advice.
Many Hobart advisers also assist with superannuation and retirement planning, helping residents make confident decisions about their financial future.
The 80/20 rule, also known as the Pareto Principle, suggests that around 80 per cent of your financial progress comes from 20 per cent of key actions. For example, consistent saving, smart investing, and managing debt well often have the biggest impact.
Expert Hobart financial planners apply this principle to help clients focus on the most effective strategies for building lasting wealth and achieving financial independence.
While Hobart remains one of Australia’s most affordable capitals, many locals are feeling the strain of rising grocery, fuel, and housing costs. A financial planner can help by improving cash flow, reducing unnecessary expenses, and creating realistic long-term budgets. They can also design wealth management and personal financial advice strategies that protect your savings and make your income work harder as living costs continue to climb.
Most of Hobart’s financial planners are based in the city centre, Sandy Bay, and North Hobart, close to professional and business districts. Others operate in nearby areas like Kingston and Glenorchy, serving clients across Greater Hobart.
Many advisers now offer online or phone consultations, giving residents convenient access to local financial planning offices and investment advice wherever they live.
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BEST ACCOUNTANT for your needs