The Best Financial Planners In Melbourne

Need Financial Advice in Melbourne?

We have listed the 10 best Melbourne Financial Planners.

Verse

At Verse, we help people make the most of their finances so they can have the time and freedom to provide more of the experiences in life that make them happy.

We’re guessing you’re here to find the right adviser and team to help get you wherever you want to go. To find out more about how we do things and to meet our founder, Corey Wastle, keep scrolling below.

If you’re ready to take the next step and have a quick chat to further explore the possibility of us working together, just follow the link below.


Contact – Verse

Michelle Tate-Lovery – Unified Financial Services

CERTIFIED FINANCIAL PLANNER® BA (Hons), Dip FP
Managing Director & Authorised Representative
(235917) of Unified Financial Services Pty Ltd
Australian Financial Services Licensee 230510

 

In her 29 years in the financial services industry, Michelle Tate-Lovery has carved out an outstandingly successful career and is a nationally recognised multi award winning CERTIFIED FINANCIAL PLANNER® (CFP®). Michelle has been awarded :-
• 2018, 2017, 2016, 2015 & 2014 entry into the Most Trusted Advisers Network
• 2017 Entry into the FSPower 50 – The 50 most influential advisers in Australia
• 2017 IFA Excellence Awards – Goals Based Adviser of the Year
• 2013 Mentor of the Year Award – Money Management and Super Review Inaugural
• 2012 Financial Planner of the Year Award – Money Management
• 2012 FPA Best Practice Award State Winner CFP Professional Category
• 2012 FPA

Best Practice National Winner CFP Professional Category Michelle was also a finalist for Mentor of the Year – IFA Women in Finance Awards 2017; Woman of the Year – Money Management and Super eview 2014 and 2013 and was also a top 6 Finalist of the AFA Adviser of the Year Award 2012 and a top 6 Finalist of the inaugural AFA Female Excellence in Advice Award 2011. Unified Financial Services were also a Semi-Finalist of the AFA Practice of the Year 2015.

Principal
Financial Planner/Business Owner/Self-Licensed In 1994 with her own Dealer’s Licence, she started Unified Financial Services specialising in the health industry and pioneered the offering of fee for advice and service. She has been practicing “opt in” for over 15 years, demonstrating value to clients. As Principal Adviser and business owner, Michelle is responsible for the advice process and philosophy of Unified Financial Services Pty Ltd, which focuses on comprehensive, strategic, lifestyle financial planning. Michelle is impassionedabout enabling clients to gain better control and direction of their financial
situation so that their personal, financial, and lifestyle goals are achieved. Quite often in the face of change, Michelle’s clients are in a better position to work through their options and have choice and flexibility without compromising lifestyle. Although many may think financial planning is dry and all about numbers, Michelle believes that the real concept is ultimately about living the lifestyle you desire. In her presentations, she inspires her audiences to take charge of their financial position and find out what’s really possible in life. You can hear about why Michelle is passionate about financial planning on her blog:- http://www.unifiedfs.com.au/blog/michelle-tate-lovery-finalist-interview.html

Qualifications and Industry
Advocate Along with her (CFP®) qualification, Michelle holds a BA (Hons) UWA, Diploma of Financial Planning (Dip FP), a Self Managed Superannuation Fund (SMSF) accreditation through Financial ssentials and is a Professional Practice member of the Financial Planning Association (FPA) and the Association of Financial Planners (AFA). A strong advocate for professionalism in financial planning and in raising awareness with the consumer around the value of seeking advice, Michelle has served on the –
• Has been elected by her peers to the Board of the FPA 2017
• FPA Transition to Fee for Service Taskforce
• FPA CFP Curriculum Taskforce: Ethics, Professionalism and Compliance
• Volunteer for FPA Schools and University Programs

Community Michelle volunteers for a number of financial education and mentoring programs including –
• Financial Planning Association’s “Ask an Expert” program 2016 – 2011 helping to build higher standards to inspire trust and confidence in the community
• Brotherhood of St Laurence Stepping Stones Program for Refugee and Migrant Women
• Berry Street Foster Care and Mentoring Program
• Smith Family Mentoring Program – Money for Well Being
• Women in Finance Mentoring Program
• AFA Mentoring Program
• AFA Gen X Panel Discussions
• Stella Network – Divorce Panel Discussion
• IOOF Advice Academy
• Griffith University – Financial Plan assessment videos A recognised influential leader in the industry, Michelle is asked to speak at conferences (financial planning and external to the industry) and to provide interviews and commentary across a wide range of subjects for industry media and consumer media. Michelle has been on radio and TV –
• Dollars with Sense – The Sandwich Generation
• The Exchange Program – Cash or Credit
• Sky

Business – Your Money Your Call And has been interviewed for Keith Peel’s Book “It’s not about the Money – The 12 Gifts of a New Breed of Financial Advice”. Whilst running her business, holding a Dealers licence, being a financial planner and industry advocate can at times be all absorbing, Michelle finds time to have a balanced life. Michelle enjoys music and entertainment, dancing (Ceroc style), reading personal development books, long walks and fitness, spending time with her dogs (staffies) Julius and Missy, and relaxing in her garden. Michelle has a weakness for indulging in good food and wine and has just recently taken up learning the guitar.

Office
Carlton Clocktower Complex, Suite 21 255 Drummond Street CARLTON, VIC 3053

Contact: Michelle Tate-Lovery

ALEX JAMIESON – AJ Financial Planning

Alex Jamieson is the proud founder and brains behind of AJ Financial Planning.

He holds a Bachelor of Business, Advanced Diploma of Financial Services (Financial Planning), is internationally certified as a Fellow Chartered Financial Practitioner, and is also a Practitioner Member of the Association of Financial Advisers.

With over a decade of experience in financial planning and a gentle warm nature, clients feel at ease with Alex. He works tirelessly to build innovative strategies and develop leading-edge portfolios for his clients all around Australia. He has a true passion for what he does and it shows in the attention he gives to his clients.

Alex’s continued thirst for education has lead him to travel regularly overseas to seek the latest economic trends and investment ideas from world leaders and industry experts such as Warren Buffett.

Alex is also pioneering the way by becoming the first Australian financial planning firm to become a certified member of the global B Corporation network – a certification that demonstrates a commitment to creating a sustainable business model and a sustainable future. In addition to this, Alex has also lead the firm to become a member of the Conscious for Capitalism global movement, the Responsible
Investment Association, and has taken the Banking & Finance Oath.

His opinions are regularly sought after, and as such, he appears on talk back radio, writes for leading investment magazines and platforms, and can be found captivating audiences when speaking at the largest investment expo in Australia- The Trading and Investment Expo. Its no wonder that Alex is considered as one of the most dynamic and leading financial planners in Australia today!

Office
49A Porter St, Prahran VIC 3181

Contact: ALEX JAMIESON

Garry Ransome – Moneyplan

Financial Adviser / Managing
Director
E: [email protected]

Favourite Things In Life:
My wife (Lisa) and 3 girls (Courtenay, Georgia and Bella), Footy, Golf and Catching up with friends

Garry joined Moneyplan in 1997, after more than 15 years in various roles within the financial services industry, he is an owner and the managing director of the practice.

Garry is the manager of the financial planning team and is keen on fostering ideas within the staff to provide the best strategic advice to our clients and to provide the best ongoing service in a timely manner.

Garry has achieved the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession. Garry is also a SMSF Specialist Advisor™ (SSA™) recognised by the Self-Managed Super Fund Professionals Association of Australia (SPAA).

Garry has lived in the Northern Suburbs of Melbourne for his whole life and played football in the Essendon Districts for more than 30 years, including Super rules. After the body finally screaming enough is enough, Garry now enjoys a round of Golf in theNorthern Golf Club in Glenroy.

Office
Suite 22b, Level 2 80 Keilor Road Essendon North VIC 3041

Contact: Garry Ransome

Anthony Stedman – Lifetime Financial Group

Adv Dip FP, Dip FP, SSA, CFP
Certified Financial Planner, Fellow of the FPA SMSF Specialist Adviser (SPAA Accredited)
Principal & Senior Financial Planner
Melbourne based Financial Planner

 

Anthony entered the financial planning industry in the early 80’s. His down to earth approach ensures that people have a clear and concise understanding of what it is they need to be doing in order to achieve their financial goals.

He has a keen personal interest in Self Managed Superannuation and Transition to Retirement advice and manages both of these important areas in the practice.

Anthony has taken a leadership role within the industry having served the wider Financial Wisdom Adviser community on the Adviser Forum since 1998. This role has ensured strong relationships with both the Group management team and also with leading product manufacturers and suppliers. In recognition of his long-standing relationship and his professional approach to managing a successful financial planning practice, Financial Wisdom extended an offer to him to join Financial Wisdom Premium as a foundation member when it was first launched in 2006.

He has been a Financial Planner since 1991. In that time, he has completed his studies and is a “Certified Financial Planner” (CFP accredited) with the Financial Planning Association. He has also been made a Fellow of the FPA. More recently, Anthony has completed his accreditation and is a “Specialist Accredited Self Managed Superannuation Financial Planner with The SMSF Association. He is also a Certified Financial Strategist (CFS) with the Association of Independently Owned Financial professionals.

In December 2011, Anthony, along with Grant Simpson and David Harris, established Advice Evolution Pty Ltd. Advice Evolution is a dealer group that is independently owned and operated and is completely free of any influence from any large financial institution or bank. This is an important evolutionary step as all of us who feel that a client’s best interests can only be met in an environment where there are no behind the scenes expectations of product placement or influence towards one product over another. Invariably this is what occurs in dealer groups owned and operated by those large financial institutions.

Anthony Stedman has been recognised in a number of ways by his peers in recent times.

  • IFA Practice principal of the year 2016 Winner
  • IFA Innovator of the Year Finalist 2016
  • IFA Best New Licensee Finalist 2015
  • IFA Innovator of the year Finalist 2015
  • Anthony Stedman Wins Practice Principal of the Year award for 2016

Office
Suite 13, 214 Bay Street Brighton, VIC 3186

Contact: Anthony Stedman

Jeremy Douglas – Oak Financial Planning

Jeremy has been in the finance industry for over 10 years and brings a wealth of knowledge from both domestic and international work experience. Jeremy is qualified with a Bachelor of Commerce Majoring in Accounting and Business Law, Diploma and Advanced Diploma of Financial Planning and is also a member of AMP Financial Planning.

Jeremy has a strong interest in target budgeting, planning and investments to enable clients to purchase their first home. He also specializes in analyzing insurance needs and strategic implementation,
investment management, mortgage and credit facility services and margin loan and debt recycling strategies.

Through his industry experience, Jeremy has developed a professional, yet friendly approach in relating to his clients. Jeremy likes to work personally with each client to ensure their financial goals and desires are quantified, then tailor a ‘roadmap’ to get there based on his clients’ specific personalities, life circumstances and attitudes towards money and risk.

Jeremy strives to ensure peace of mind by providing a plan that is appropriate and achievable for each client centered on their life goals and risk profiles. He also has a strong desire for client empowerment by enabling the client to understand the details of their financial plan with easy to understand terminology.

Jeremy has a highly caring attitude towards his clients, including creating an ongoing professional relationship throughout their journey. This means making it a priority to regularly catch up and track achievements of client’s goals, and make appropriate adjustments as necessary.

Interests
Finding Melbourne’s best hamburgers, skiing, sports, martial arts, scotch tasting, scuba diving and playing the bagpipes.

Specialty areas

  • Employer Superannuation
  • Insurance & risk protection
  • Margin loans & investments
  • Residential mortgages and home loans

Office
718 High Street Kew East, Victoria

Contact: Jeremy Douglas

Julian Battistella – Battistella Financial Services

CFP SSA Dip FP JP
Senior Financial Planner & Registered Tax Agent

Julian Battistella has worked in the financial services industry for over 20 years, and has significant experience in the areas of strategic financial planning, estate management, personal financial management and small business lending.

Prior to establishing Battistella Financial Services in 2007, Julian was employed by Wilson HTM Investment Group – a boutique National Stockbroking firm which listed on the Australian Stock Exchange in June 2007. Upon joining Wilson HTM as the sole Financial Planner in the Melbourne office in April 2002, Julian was responsible for establishing a successful Financial Planning business. Working closely with other specialists, including tax lawyers, accountants and stockbrokers, Julian was formally recognised as being a leading provider of sophisticated financial planning advice to high net worth individuals. This culminated in Julian being awarded Money Management Financial Planner of the Year – 2007 after being runner up in the 2005 and 2006 Awards.

Having been employed by some of Australia’s most highly regarded financial services businesses including Deutsche Bank AG, Perpetual Private Clients, Wilson HTM Investment Group and ANZ Banking Group, Julian’s focus has always been to assist his clients – both in the workforce as well as those in or approaching retirement – whose goal it is to achieve and maintain financial independence.

Julian’s specific area’s of specialisation include advising on self managed superannuation, superannuation income streams, tax effective planning, borrowing to invest, risk insurance and comprehensive estate planning (incorporating testamentary trusts).

Julian has successfully completed the Diploma in Financial Planning (Dip FP) and has been a CFP ® practitioner of the Financial Planning Association of Australia since July 1, 1999. Julian obtained the professional designation ‘SMSF Specialist Advisor’ from the SMSF Association in 2007. Julian is also a Registered Tax Agent.

Julian was appointed as a member of the MLC National Advisory Board in 2006 and remains in that role today. Julian is also an incumbent member of the St Kevin’s College Toorak, Finance Board, having been appointed in 2012. Previously, Julian served as Chairperson of the Financial Planning Association CFP1 Curriculum Taskforce, ‘Professionalism, Ethics and Compliance’ as well as sitting on various other FPA committees.

Office
Toorak Business Centre Suite 314, 19 Milton Parade MALVERN, VIC 3144

Contact: Julian Battistella

Scott Malcolm – Money Mechanics

Director,
CERTIFIED FINANCIAL PLANNER® & SMSF Specialist Advisor®

The Fun Stuff:
When he is not focused on being the head honcho at Money Mechanics He is a keen gym goer, swimmer, basketball player and volunteer (sitting on a couple of community not for profit boards and getting involved with other things when he can!).

He enjoys travel both within Australia and Overseas and have had the opportunity to share some fantastic experiences and meet some amazing people since catching the travel bug after university!

He is a true believer in ‘practicing what I preach‘ which includes investing in the property and share markets along with having his own family Self Managed Super Fund while also enjoying work-life balance! He believes everyone should try to spend time enjoying the best of career advancement and work life as well as their family life!

The Serious Stuff:
Scott has been in the financial services industry since 2000 and prior to starting Money Mechanics was senior financial planner for another national firm. Scott is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Scott is a Registered Tax Practitioner (Financial Services) Tax Agent Number 24653755.

In 2005 he became the first Registered Life Planner (RLP) in Australia with The Kinder Institute of Life Planning, after completing the EVOKE training program in the United States and a 12 month mentorship program. In 2009 he completed training with The Money Coaching Institute and is interested in learning all he can about the Life Planning methodology and the psychology around people’s relationship with money.

Scott has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP) certification through the Financial Planning Association of Australia SMSF Specialist Advisor® (SSA) with the Self Managed Super Fund Association (SMSFA), a Premium Adviser of the Association of Independently Owned Financial Planners (AIOFP), which means our business has no conflicting ownership from a financial institution and he holds the Certified Financial Strategist (CFS) designation and is one of the few financial planners eligible to receive referrals from the Australian Securities Exchange (ASX).

Scott is passionate about financial literacy and education and has been running courses at the Canberra Institute of Technology (CIT) and Laneway Learning Melbourne on Financial Planning and Money topics since 2007.

In 2010 completed his Certificate IV in Workplace Training and Assessment.

Office
767a Nicholson Street Carlton North VIC 3054

Contact: Scott Malcolm

David Pero – IICG Financial Planning

His path to become a Financial Planner became clear many years ago.

He grew up in the inner northern suburbs of Melbourne in a family of small business operators, this fuelled his motivation to one day build his own business. It instilled a drive for improvement and success, but more importantly exposed him to the realities of the highs and lows of small business.

He have always had a passion for investing. He would use his pocket money to buy basketball cards and comics which he had hoped would appreciate in value in the future. He cuts his teeth in the share market at a young age riding the highs and lows of the dotcom boom. Companies such as Quicktrack, ERG and Sausage Software Solutions are all names that resonate and bring a smile to his face, knowing that his interest was there at such a young age.

At university He initially studied financial analysis because he was intrigued by numbers. As an elective, he attended a tutorial called Investment Planning and Superannuation and that is when his path became clear. He realised that he could really help people to navigate through this complex world and this prompted him to switch his studies to financial planning, which I completed in 2005.

Upon completing his degree, he was immediately offered the opportunity to be part of a wealth management firm in Flemington which he took up without hesitation, allowing him to enter the industry. From there he went to work in Malvern as a Client Service Officer.

After several years, he had managed to work his way up to running the operation. Due to his passion and drive to develop his own business, he felt he was ready to take the chance and go out on his own at the age of 24. He wanted to create a business that he could be proud of. He made sacrifices, faced adversity and pushed through and from here ICG Financial Planning was born.

Today, ICG Financial Planning remains a privately-owned wealth management firm that works exclusively for the comprehensive financial benefit of families and individuals. Their focus is on building personal relationships with their clients that endure over time.

As well as running his own practice, he assists the Financial Planning Association with their Certified Financial Planner (CFP) education program. As part of a panel, he reviews and assesses the proposed examination papers for future CFP exam assessment. He is a regular guest commentator on the Sky News Business Channel as a Financial Adviser and Market Analyst.

He thinks it is important to give back to the community and he is part of a select independent advisory board, donating his services to a large multinational church and its dioceses. His role is to bring expertise from a variety of financial disciplines to assist the parishes, primary and secondary schools and aged care facilities in the various ministries of the church. Also, each year he organises a charity golf competition, and participate in the Royal Children’s Hospital annual Run For The Kids as well as the Mother’s Day Classic for breast cancer research.

It is important to note that his principles and values never change: family, honesty, discipline, patience, ambition, attention to detail, pride in their work, and making an impact.

Office
71 Rathdowne Street, Carlton, VIC, 3053

Contact: David Pero

Thabojan Rasiah – Rasiah Private

Thabojan Rasiah is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest.

He entered the financial advice profession 19 years ago, and has been recognised as one of the Top 50 Advisers in Australia by Wealth Professional in 2012 and Financial Review’s 2011 Smart Investor. He is a Platinum adviser on the Adviser Ratings site and is listed in the Top 10 Financial Planners in Melbourne. In 2017 and 2018 he was recognised as one of the 50 Most Influential Financial Advisers in Australia by Financial Standard.

He appears on 3AW and ABC talk-back radio as a finance expert, contributes columns in The Age/Sydney Morning Herald and has written a monthly finance column for the national senior’s newspaper, Fifty-Plus News. You can also find his commentary in the finance sections of The Herald Sun.

Thabojan is a Certified Financial Planner (CFP®), the pre-eminent representation of professional financial planners around the world. He continues to serve on various committees at the Financial Planning Association (FPA), with a particular passion for raising professional standards in financial advice. He is also a Fellow of the Financial Services Institute of Australasia (FINSIA).

Thabojan is also deeply committed to the raising of education standards in the industry, and holds a Bachelor of Commerce (Honours), Bachelor of Science and a Graduate Diploma of Financial Planning.

Prior to founding Rasiah Private Wealth Management in 2017, Thabojan worked with a number of boutique financial planning businesses and then Shadforth, one of the biggest financial advice practices in the country. He has vast experience with clients from all walks of life. In particular, Thabojan has developed specialist knowledge in providing advice to medical practitioners and women in transition. 

Office
L8, 419 Collins Street, Melbourne VIC 3000

Contact: Thabojan Rasiah

Anthony Dhillon – First Financial

Diploma of Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Applied Science
CFP qualified

“I have a genuine enjoyment for what I do. Each day is another opportunity to help someone new.”

Senior Adviser Anthony Dhillon works directly with his clients to provide ongoing, strategic investment advice to assist them to achieve their lifestyle and financial goals … both now and in the future.

He specialises in retirement and pre-retirement strategies, SMSFs, investment and personal insurance advice.

The office jokester, he values working in an office where the culture is great, and there are always plenty of jokes and stories to share.

Anthony had a different career before Financial Planning – he was a personal trainer.

But after five years of getting up at 4am to see clients, he decided to pursue financial planning due to a personal interest in managing his own investments.

A few degrees later, he started with the First Financial planner training programme as a technical analyst, and has steadily risen through the ranks.

He says that the satisfaction of helping people in areas which are not their expertise is immense.

“Knowing I can help people achieve their financial goals is a great feeling.”

Anthony values the opportunity to work with new clients to create plans to achieve their goals.

“I feel it is important to be passionate about what you do, whether that be professionally or socially. I get great enjoyment being in the office, which allows me to enjoy myself when I am not in the office.”

And he’s been fortunate enough to have two winners at Flemington, and sharing this experience with his mates was exhilarating.

And when he’s not working, Anthony is truly sports mad … whether it’s live, or on TV, he loves to follow his team and players.

And in an alternate universe Anthony would be Sachin Tendulkar — The Little Master and greatest run scorer in cricket history.


Office

Level 2, 90 Collins Street, Melbourne

Contact: Anthony Dhillon

Catherine Robson – Affinity Private Advisors

Catherine Robson created Affinity Private Advisors as a special place where busy executives and professionals could share their ideas, thoughts and concerns about their wealth with a trusted confidante and develop a plan to realise their potential.

Catherine honed her professional skills as a financial planner through 18 years professional experience with Macquarie and NAB Private Banks, where she built a reputation as an expert and respected adviser.

The financial planning industry is slowly evolving into a profession and Catherine is at the vanguard of this change. She is highly educated and technically capable and professionally and commercially astute: she has an Honours degree in Law and BA in Arts, majoring in Asian Studies, from ANU, a Masters of Laws, majoring in tax from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment and is a Certified Financial Planner, the highest professional accreditation for financial planners in Australia.

In 2010 Catherine was recognised for her professional achievement by winning the Money Management Financial Planner of the Year and the Australian Private Banking Council’s Outstanding Wealth/Investment Adviser.

Catherine was awarded the Female Excellence in Advice Award by the Association of Financial Advisers in 2013. Catherine was a grand finalist in the AFA Adviser of the Year in 2014 and was also named the Victorian Certified Financial Planner of the Year by the Financial Planning Association in 2014.

Catherine is a highly skilled wealth strategist with expertise in specialist areas including self managed super funds, international tax and estate planning.

Office
Level 5, North Building, 333 Collins Street, Melbourne VIC 3000

Contact: Catherine Robson