The Best Financial Planners In Melbourne

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We have listed the 10 best Melbourne Financial Planners.

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

Cameron Howlett – Independent Wealth Partners

Cameron is the founding partner of Independent Wealth Partners, a financial planning practice based in Melbourne which provides truly independent advice to its clients. He is a Certified Financial Planner, an accredited SMSF Specialist Advisor™ and a Registered Tax Agent with the Tax Practitioners Board of Australia, whilst he has worked on the Financial Planning Associations CFP Board Committee.

Having won numerous industry awards, he is the “2015 National Investment Adviser of the Year” awarded by the Independent Financial Adviser (IFA) Magazine, whilst also being a finalist in the 2015 SMSF Adviser of the Year. He was nominated again in 2016 as a finalist for SMSF Adviser of the Year as well as Investment Adviser of the Year, whilst again in 2017 for SMSF Adviser of the Year.

Cameron writes and is quoted regularly on Financial Planning issues in the Age, Australian Financial Review and The Australian and has been profiled in BRW Magazine.

Why are we independent?

Unfortunately, for too long the public has not been able to trust in the advice of most financial planners. Tainted by commissions and schemes designed to sell the product of their masters has meant that most advice couldn’t be relied upon. When starting our business, we wanted to be different. We wanted our business to reflect who we were. As such, our advice is 100% independent. We receive no ‘kick backs’ or ‘incentives’ from any product or investment that we recommend to you. None. Never. 0%. Ever, ever, ever. Our work is paid for by the fee you agree to before we start. This allows us to be ruthless about the effectiveness of the strategies, products and services we recommend to you. If we think something is a good idea it’s because we think it is a good idea, not because someone offered us an incentive. To learn more about who we are click here.

How we do it?

Cameron and his partners at Independent Wealth Partners work with their clients to help them understand and achieve their dreams, goals and aspirations. We do this by working together to give advice that empowers our clients to align ‘their money’ with the things that matter to them most, giving them the clarity, control and freedom to live a full life.

For some clients, this might be spending 6 months travelling the world, or maybe a dream of a quiet life in the country, or perhaps its being able to get out of the rat race and retire as soon as possible. Our specialty is to help our clients identify what they want to do, provide independent advice tailored to this and then chart a course to ensure it’s achieved.

We’re working for you. Full stop.

Testimonials


“Independent Wealth Partners and in particular Cameron Howlett have recently steered me back on track with my finances after I had received some extremely poor financial advice from my previous financial adviser, who I had been seeing for some years. I am forever grateful to Cameron for his honesty, competence and professionalism as a financial adviser, he has filled me with the confidence that I am now finally on the right path to achieving the goals I had originally set out a few years ago.” Sarah Fitzgerald

“My wife and I have been receiving advice and services from Cameron Howlett for over seven years. His experienced and practical advice and management has helped us achieve all our objectives and retire two years earlier than planned, with confidence. Cameron is a much trusted professional adviser who we highly recommend. He is fun and personable when making us think about, not just our financial objectives, but also our aspirations and dreams. He is also very patient and diligent in explaining things. We could not be happier.” – Ian Bramstedt

“Cameron and the team at Independent Wealth Partners have been fantastic to deal with. My partner and I landed there after an extensive search, looking for independent advice as well as hoping to build a long term professional relationship. Cameron has provided exactly that, giving us guidance and clarity on our direction, and importantly, helping us stay focused on our goals. Cameron is fantastic to deal with, making us feel comfortable immediately, is extremely personable and trustworthy, which is important to us in a relationship of this nature. Highly recommended!” Nicholas Twomey

Book in a call by clicking on this link or check out more about Independent Wealth Partners

Office
Independent Wealth Partners
Level 4/369 Royal Parade, Parkville Vic 3052
Contact – Cameron Howlett or phone 03 83939371

Contact: Cameron Howlett

Chris Giaouris – Chronos Private

“Chris believes financial planning is not solely about investments or strategies, but more importantly, it is about helping people make smart choices with their money so they can focus on things more important than money.”

Chris has been providing wealth management and holistic financial advice to like-minded clients since 2008. This was initially with a boutique firm called Heraud Harrison who were one of the founding firms that later merged to create the Shadforth Financial Group (SFG). Chris was fortunate enough to create a number of fantastic relationships with clients and colleagues alike, many of those still being in his life today. But in 2016 he decided to leave SFG to build a boutique practise which would be (and still is) focussed on a client centric and evidence-based approach.

Chris co-founded Chronos Private as he wanted to create a fun and vibrant environment for staff and clients alike. Sadly, for many Australians, planning for their future is something that either finds its way into the “too hard basket” or gets neglected as everybody is so time poor. Chris’ goal is to help clients find their ideal lives, whatever that may look like, whilst at the same time simplifying those things that the world loves to overcomplicate. Clearly that involves providing clients with advice but not to be forgotten is also providing clients with education – this is equally important in Chris’ view.

Chris holds a Bachelor of Commerce from Deakin University, is a Certified Financial Planner (CFP®) and member of the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional Financial Advisors around the world. Chris is also a proud member and accredited advisor with the ‘RIAA’ or ‘Responsible Investment Association of Australasia’.

As we all know though, life isn’t just about money! Chris is a passionate fan of most sports and loves to live an active lifestyle, be that in the gym, on the golf course or the closest National Park. Chris is also lucky enough to hear so many amazing travel stories from his clients so as you’d expect, the travel bug is regularly spreading through his household (although not so much in 2020…!).

Office
Suite 2, Level 5, 459 Little Collins Street Melbourne VIC 3000

Contact: Chris Giaouris

Corey Wastle – Verse Wealth

CERTIFIED FINANCIAL PLANNER®

I’m a Financial Adviser and the founder of Verse Wealth, a multi-award-winning and independent financial advice firm. I started Verse because I felt like the industry was broken, and people needed a new kind of financial advice. We had a vision to make financial advice personal and impactful, without the commissions and kickbacks that have diminished the value of seeing a Financial Adviser for decades.

Our Approach

At Verse, our approach is wildly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone. To learn more about our Approach, click here.

Our Services

Our advice embraces your whole financial life. Your situation will dictate what combination of services and advice you need to make the most of your resources. To learn more about our Services, click here.

Our Clients

We work with professionals, pre-retirees, high achievers and more.  They reach out because they might be making good money but not making the most of it, are unsure on the right strategy or uncertain about the future. To learn more about our Clients, click here.

What our clients say

‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M

‘Verse have been indispensable helping my family achieve our goals.’ Greg. P

‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C 

‘I could not be happier with their professionalism and knowledge.’ James. F

‘The Verse team will change your lives forever.’ Stephen. S 

To see more of what our other clients have to say about the experience of working with us, we encourage you to check out our Google reviews.

Awards and recognition

  • FPA Advice Innovation Award (2020)
  • IFA Client Servicing Adviser of the Year (2020)
  • IFA Goals Based Adviser of the Year Finalist (2018, 2019, 2020)
  • IFA Client Servicing Firm of the Year (2020)
  • FPA Advice Innovation Award Finalist (2020)
  • IFA Newcomer of the Year (2015)
  • AFA Rising Star Finalist (2015)

If you’d like to have a short, no-pressure chat you can book a call with us below or visit www.versewealth.com.au


Office

Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000

Contact: Corey Wastle

Tim Dawe

Tim Dawe – Innate Wealth

At Innate, the most important thing is you. Everything we do is centered on assisting you to have certainty of a better life.

We feel the traditional world of advice focuses too heavily on products and not actual advice. In recognising this as a problem, we have forged a new path where we focus on building tailored advice programs that place you at the centre of all interactions. We sit on your side of the table and work collaboratively to coordinate and manage all aspects of your financial life. The end result is a clear sense of clarity and control in your financial world which gives you the freedom to live the lifestyle you desire with courage and confidence. It’s your life, your goals and aspirations and we want to help you achieve these.

How Do We Work With Clients?

Our ‘Innate Way’ starts with an introductory phone call to understand about bit about you and the areas in which you are seeking advice. From there, we run a ‘Discovery’ meeting which allows us to learn what your aspirations, goals and objectives are and to then determine how we go about achieving these. During our meeting, we will naturally address any pressing issues in your world, ask questions about your goals and aspirations and also introduce you to our key team members that would work closely with you should we proceed with working together.

Post this meeting, we will then prepare you a formalised engagement proposal that details your key goals and aspirations, how we plan to work towards achieving these and naturally our costs to undertake this work. With regards to our fees, we charge a flat dollar fee for all work that we do – this is only way to ensure things remain clear and transparent at all times.

What We Do

We are a complete financial solutions company based on the outskirts of Melbourne. Nationally recognised, we exist to build better lives, better businesses and a better world for aspirational households and businesses. Our business specialises in providing financial advice as well as accountancy and business advisory services.

About Tim

Tim has over 12 years experience in the financial advice space, starting his career with a small firm in the CBD before joining Innate in 2012. From here, he progressed his career into advising before being promoted as a partner in 2017. He works with a number of client groups including young professionals, pre-retirees, retirees and small businesses. From a qualification standpoint, Tim is a Certified Financial Planner® and Life Risk Specialist®. He also holds a Bachelor of Commerce from Deakin University.

Outside of work, Tim is family man who loves to spend time with his wife Jane, daughter Mila and border collie Billie. In his spare time, he can found following or playing pretty much any sport you can imagine – AFL, cricket, golf, baseball and soccer just to name a few.

Offices
Keilor; 19-23 Arabin Street, Keilor VIC 3036
Kew; Suite 404, 89-93 High Street South, Kew VIC 3146
Phone; 03 9999 4100

Contact: Tim Dawe

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 – ICG Financial Planning

David’s path to become a Financial Planner became clear many years ago.

David 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.

David has 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 David 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. David 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, David 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.

David 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 David’s 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

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BEST FINANCIAL PLANNER for your needs