The Best Financial Planners In Hobart

Need Financial Advice in Hobart?

We have listed the 10 best Hobart Financial Planners.

Main Street Financial

Main Street Financial Solutions is a boutique fee for service unaligned financial advisory business providing tailored financial advice to busy professionals, small business owners, families, pre retirees and retirees.

For a no obligation discussion regarding your financial future please contact the team at Main Street Financial Solutions.

MICHAEL FOX – Main Street Financial Solutions

Private Client Adviser

 
Michael represents the future of financial planning in Australia being highly qualified, motivated and focused on delivering best practice outcomes for the Main Street clients. Michael is well qualified having completed his Bachelor of Business degree, Graduate Diploma of Financial Planning, Self-Managed Super Fund course and has completed the Certified Financial Planner and Life Risk Specialist studies. Michael is a member of the Financial Planning Association of Australia, the Association of Financial Advisers and also a registered Tax (Financial) Adviser.
 
Michael enjoys utilising his skill set to assist others both through his role at Main Street as well as his involvement with community service organisations and charities. Outside the office Michael is a Director on the board of a not for profit community organisation, Montagu Community Living. In this role he is responsible for bringing knowledge in finance and strategic planning. Michael is also involved in a number of charities’ sub committees including IMPACT 100 Tasmania and the Make a Wish Foundation.
 
Michael specialises in providing strategic advice to busy professionals, self-funded retirees and motivated young professionals. Michael has an active interest in how innovation and technology can be applied to enhance the outcomes for clients.
 
Michael has co-written an E-Book ‘Super Strategies’ with Charles Badenach and Rebecca Fergusson.
 
Completed Qualifications
 
  • Registered Tax (Financial) Adviser, Tax Practitioners Board of Australia, February 2018
  • Certified Financial Planner Course, Financial Planning Association of Australia, June 2017
  • Life Risk Specialist Course, Financial Planning Association of Australia, October 2017
  • Self Managed Super Fund Course (SMSF), Kaplan Professional, April 2017
  • Graduate Diploma in Financial Planning, Kaplan Professional, July 2016
  • Graduate Certificate in Financial Planning, Kaplan Professional, February 2016
  • Bachelor of Business (Finance and Management Major), University of Tasmania, June 2015
 
Publications
  • “5 Common Financial Mistakes Made By people In My Generation”, October 2017
  • “Super Strategies”, published EBook & Hard Copy, June 2018
 
MAKE AN APPOINTMENT
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details. We look forward to working with you.
 
Office
GPO Box 645, HOBART TAS 7001
 
 

Contact: MICHAEL FOX

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

 

Contact: Matthew Hawkins

Todd Jeffrey – Generation Financial

Principal Planner – Director

Todd has been a financial planner since 2001 and he specialises in providing not only quality but ethical financial advice to all of our clients.

Todd is totally committed to working with you no matter what your situation is. Todd has expertise across a wide array of financial planning matters and is passionate about all aspects of the advice he provides.

Todd and his team work closely with you, regardless of your generation to fully understand not just your financial goals but also your personal requirements and the motivations behind what you, your family or business is wishing to achieve.

After commencing his working life on his family farm at a young age on the North West Coast of Tasmania, Todd moved into the retail and wholesale sector for a large Tasmanian Hardware chain to eventually managing the Service Operations for Motors Devonport and Ulverstone at the age of 26 before entering the Financial Services Industry in August 2001.

With his varied background experiences, Todd is ideally placed to assist you on all matters, ranging from family ownership of agricultural business, advice to small business owners.

Todd is continuing to study at the University of Tasmania on a part time basis with a view to completing his Masters of Business Administration (MBA) in the future. Todd is the practice principal of Generation Financial and currently holds an Advanced Diploma of Financial Planning together with specialist accreditation in Self-Managed Super Funds (SMSF) and Mortgages.

Todd is a member of the Financial Planning Association (FPA) as well as the Finance Brokers Association of Australia (FBAA).

Todd also provides pro-bono advice and support as part of the Cancer Council of in partnership with the Cancer Council Pro Bono Program.

Office
241a Sandy Bay Road, Sandy Bay, 7005, TAS

Contact: Todd Jeffrey

Peter Mancell – Mancell Financial Group

 

CERTIFIED FINANCIAL PLANNER®
Authorised Representative No 226296
Credit Representative No 403203

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 2, 39-41 Alexander Street, Burnie 7320, PO Box 389, Burnie, Tasmania, 7320

Andrew Pearce – Collins SBA

Adviser, Director

Qualifications

  • Bachelor of Commerce
  • Certified Practising Accountant
  • Graduate Diploma of Financial Planning
  • CPA Australia Top 40 Young Business Leader

Andrew leads our Business Advisory & Taxation team — specialising in strategic advice that helps business owners to streamline their operations, and drive profits up. His passion for, and past experiences as a small business owner are evident in the advice he provides his clients.
About Andrew

Andrew’s always had a fascination for business — which combined with a decisive mindset, has seen him embark on several successful ventures.

He bought his first business soon after graduating university — a takeaway shop called Taste of Asia. Four years later and ready for new challenges (and better coffee), he bought Aroma Records — a record shop/café.

Far from a desk jockey — Andrew’s other interests often see him leave the beaten path. His love of travel has seen him in wandering Southeast Asia, India (where he proposed to his wife) and Europe.

He’s not shy of water either — whether it be above (fishing), or below (diving). Weekends often see him immersed, along with fellow diver Jonathan Elliot, hunting for crayfish or abalone.

Office
29 Murray Street, Hobart, Tasmania 7000, GPO Box 1082, Hobart, Tasmania 7001

Jonathon Croome – SMF Wealth Management Pty Ltd

 

Jonathon Croome and SMF Wealth Management Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd (Consultum), ABN 65 006 373 995, AFSL 230323


T: 03 6215 5900 l F: 03 6215 5911
E: [email protected]

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.

Authorisations

  • Jonathon Croome ASIC Authorisation Number 301276.
  • SMF Wealth Management Pty Ltd ASIC Authorisation Number 467971.

Qualifications and memberships

  • CERTIFIED FINANCIAL PLANNER® professional
  • Bachelor of Commerce
  • Graduate Diploma of Financial Planning
  • Member Financial Planning Association of Australia

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.

Office
Ground floor, 169 Liverpool Street, Hobart TAS 7000

Contact: Jonathon Croome

Mike Hodge – Garvan Financial Planning

 

Mike Hodge, company Director and Senior Adviser, has been providing financial advice to Australians for 33 years. He holds an advanced diploma in Financial Planning and the distinguished Certified Financial Planner (CFP) qualification. Based in Hobart, but with clientele around Australia, Mike’s aim is to help secure your financial future. Mike has a relaxed approach and creates a tailored plan for each individual client. Mike is dedicated to efficient service and is readily available by phone, email or appointment.

Mike Hodge has been a qualified adviser with Garvan for the past ten years and is a member of the Financial Planning Association. As a Certified Financial Planner with a Diploma in Financial Planning and 33 years experience in the financial industry, Mike has successfully operated his own advisory firm in Tasmania for the past 30 years.

Mike employ’s a relaxed approach in sharing his extensive knowledge and experience by working together with individuals, families and businesses to achieve life and financial goals.

Garvan Financial Planning is recognised as one of Australia’s leading financial advice networks that carries on a tradition personified over 125 years ago by MLC founder James Garvan.

Established over 20 years ago, Garvan’s financial planning adviser network now consists of over 325 advisers located Australia-wide who currently manage over $10 billion of investments.

Garvan Financial Planning and its advisers are able to draw on the knowledge and experience of the wider NAB Group in providing current and high quality financial advice and services to you.

Office
Suite 103, 119 Maquarie St, Hobart, TAS 7000 Australia

Contact: Mike Hodge

Tim Lane – Accru Hobart

“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

  • Business Management
  • Taxation
  • Succession Planning
  • Financial Planning

Professional qualifications and memberships

  • Bachelor of Commerce
  • Financial Planner, Authorised Representative of Fortnum
  • Certificate of Public Practice
  • Registered Tax Agent
  • Chartered Accountant, Fellow of Chartered Accountants Australia and New Zealand

Office
Level 1, 18 Ross Avenue, Rosny Park, 7018, Tasmania, Australia

Contact: Tim Lane

Stuart Barry – Tas Ethical

PRACTICE Principal and senior FINANCIAL adviser
Masters of Business Administration (Finance), Bachelor Business (Accounting), Certified Financial Planner, Certified Member Responsible Investment Association of Australasia.

2016 Finalist Money Management Magazine, Financial Adviser of the Year

Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets, having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation. In his last role, he was based in Seoul as Country Manager for both South Korea and Japan, with responsibility for investment staff and operations in both locations.

Stuart has a Masters of Business Administration (Finance) and is also one of the few financial advisers around Australia to be certified by the Responsible Investing Association of Australasia for his ethical expertise. Stuart is also a Certified Financial Planner – which is the highest certification that can be awarded to a financial adviser.

He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise, accessing smart investment choices and knowing they have a pro on their side.

To relax, he enjoys his daily cycle commute, being out in Tassie’s natural environment and spending time with his family including four young children.

In addition to his busy family life and managing Tas Ethical, Stuart is President of the Tasmanian Land Conservancy, Treasurer for the South Hobart Sustainable Community, Board member for Tas Tex and also a Commissioner on the Tasmanian Liquor and Gaming Commission.

Office
86 Hampden Rd, Battery Point, Hobart, Tasmania 7004

Contact: Stuart Barry