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The Best Financial Planners In Hobart
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Let us find the Best Financial Planner for your Needs and Situation.
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
Alison Greenwood – Ford Scott Financial Planning
Senior Adviser, BA, GradDip FP
Alison is passionate about financial literacy and empowering others to make smart financial decisions. With over 25 years in the financial planning industry, she has seen the huge change that has occurred within the profession and the need for more transparent, ethical and well researched advice.
Alison has the foundational education and qualifications to assist clients in meeting their financial goals. Her major in psychology and Diploma in Human Resources enables her to understand the importance of communication, relationship with others and the psychology surrounding money.
Alison is a CERTIFIED FINANCIAL PLANNER® with a Diploma in Financial Planning, a Diploma of Business Management, a Diploma of Human Resource Management and a Bachelor of Arts Degree with a major in psychology. She has more recently completed her Post Grad in Financial Planning.
Office
1/31 Davey Street, Hobart, 7000, TAS
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.
Adviser, Director
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.
Qualifications
About Andrew
Andrew has 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
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:
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
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
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
The price for financial advisor services will vary depending on your financial situation and the tasks you want your planner to perform. For example, if you are looking for a complete holistic financial plan, the price will be quite different compared to getting advice on a specific situation or goal.
Financial planners generally charge fixed prices depending on what service is provided. There will usually be an upfront fee for the initial plan and strategy, followed by an annual fee for regular reviews. According to the Financial Planning Association (FPA), the average initial set-up cost is around $3,300, and then around $4,300 per year for annual advice and maintenance. However, be sure to discuss fees with your financial advisor up front, as they may have a different fee structure.
The majority of the best financial advisors in Hobart are based in the City Centre and Battery Point. However, there are a number of financial planners who operate out of offices in Rosny Park in the East and Granton in North Hobart.
However, it also worth noting that many financial planners are currently offering virtual appointments. Therefore, it is worth reaching out even if your preferred financial advisor isn’t in a convenient location for you.
To compile a list of the best financial planners, we have reviewed all of the financial advisors in Hobart. To help determine our top ten advisors, we assessed their qualifications, how long they have been advising, testimonials, and their track record of reviews on Google and Facebook. Only those advisors that have received consistent positive feedback have been included on our list of best financial planners in Hobart.
Finding the right financial advisor for you can be a complicated process as there are many different types of financial advisors. If you are looking for a financial planner in Hobart, here are some things you might want to consider.
First, what qualifications and accreditations do they have? This alone does not make them the best financial advisor for you, but at least you know that they’ve done the proper tests and registrations.
Second, do they have any specialisations or have a particular type of client? This can help you determine if they have the expertise and relevant experience for your type of situation.
Finally, how is their communication? At the end of the day, you need to know that you can have a free line of communication with them. They will need to listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable speaking with and listening to your financial planner.
Need financial planning advice in another area of Australia? Check out our recommended best financial planners in:
If you would prefer a female advisor, our list of the best women financial planners and advisors in Australia is a great resource.
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