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The Best Financial Planners In Sunshine Coast
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Let us find the Best Financial Planner for your Needs and Situation.
CERTIFIED FINANCIAL PLANNER®
I’m a Financial Adviser at Verse Wealth, a team of multi-award winning financial advisers. I’ve chosen to align my career with a leader in the profession, who listens to clients, values people over product, and provides truly personalised advice. In my more than 15 years in advice, I’ve been dedicated to my clients, as well as championing causes I’m passionate about including promoting females within a historically male dominated profession, and helping attract young people to financial advice as a career choice.
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.
Recent awards
If you’d like to have a short, no-pressure chat you can book a call with us, contact us below or visit www.versewealth.com.au
Michal Lancemore and Isaac Robinson – Hudson Financial Planning
Hudson’s best advising team. By working with a team it enables you to have access to either one of them at all times. Their collaboration and strengths complement each other. Isaac is on the Investment Committee Board and is part of the Economics team and has an analytical edge. Michal has over 20 years of experience and is an expert at working with clients to build personalised strategy that is always tax aware.
Hudson Financial Planning, established in 1992, holds their own Australian Financial Service License. They are not bound by any institution and have the freedom to invest within the framework of their carefully crafted investment committee, led by an external asset consultant; Michael Furey. They have three generations of clients starting to come through Hudson now and this is testament to their care and dedication to clients.
Expertise
Education
Michal – Masters in Applied Finance, Diploma in Financial Planning, Diploma in Business Accounting, Graduate Diploma in Financial Planning. Tax Practitioners Board certified.
Isaac – Bachelor of Advanced Finance and Economics, graduated First Class Honours, Graduate Diploma of Business, Financial Planning.
Awards
Experience
Over 20 years providing comprehensive, quality advice to clients, with many client referrals, is a testament to the care and dedication Michal shows her clients.
Hudson Financial Planning believes in ‘no conflict of interest’ value investing, and absolute security within our core portfolio’s. All investing begins and ends with value. They are a Strategy First firm. Their strategies provide more than investment returns, they provide and plan for the impact of tax and the impact you want to leave as your legacy.
Cesar Uylangco – Shape Advisory
Cesar has been providing strategic advice to individuals, business owners and professionals since 2007; first as an adviser with Westpac/BT, then with AMP and RI Advice. In March 2017, Cesar established his own new practice UP Financial Planners on the Sunshine Coast and continues to help his clients from QLD and NSW achieve their financial and lifestyle objectives.
Cesar has earned a Bachelor of Science in Economics from Rutgers University in the USA from where he originates. He also holds an Advanced Diploma in Financial Planning and is an Associate member AFP® of the Financial Planning Association (FPA). “Our vision is to discover our clients’ specific financial requirements and provide friendly, supportive and expert solutions to help them achieve their goals (both personal and financial) and make smart choices around their financial strategies.”
Services offered
I am authorised to provide advice in the following areas:
Products offered
Office
Level 1, Advice Suite 3
13 Norval Court
Maroochydore QLD 4558
Mike Beal – Mike Beal Financial Planning
Originally from New Zealand, Mike Beal comes from a family of financial planners, making finance a natural passion in his blood. He kick-started his career as an investment adviser in London and later expanded his expertise by providing financial advice to expatriates in diverse locations such as Indonesia, China, and Thailand.
Mike’s journey then led him into bank financial planning, where he served as a Senior Financial Planner at both ANZ Bank and Westpac Banking Corporation. With over two decades of experience under his belt, Mike possesses a wealth of knowledge and a proven track record in the industry.
When you spend time with Mike, you’ll not only gain valuable financial insights but also experience genuine care for your financial future. Honesty and reliability are at the core of his approach, fostering a sense of trust and confidence in his clients.
Beyond his professional life, Mike enjoys pursuing various interests, including golf, travel, dining out, and spending quality time with friends. His well-rounded personality adds a personal touch to the financial services he provides, making him a well-respected and approachable figure on the Sunshine Coast.
Office
Tower 2, Level 1
55 Plaza Parade, Maroochydore, QLD 4558
Paul provides advice and strategy recommendations – specialising in investment advice (including managed funds and ASX-listed securities), superannuation (including SMSF), retirement planning and aged care.
Career Background:
Prior to becoming a Financial Planner, Paul graduated from Queensland University of Technology in 1985 and commenced employment with the AMP Society in Brisbane. He gained experience within the actuarial and corporate superannuation divisions. In 1993, he relocated to AMP’s head office in Sydney to manage some of AMP’s large corporate superannuation accounts. In 1998, he returned to the Sunshine Coast to establish his financial planning practice.
Qualifications and Affiliations:
Personal Interests:
Paul is an active member of the Buderim Wanderers Football Club, and supports his two boys in their football activities. He also enjoys sailing at Lake Cootharaba Sailing Club.
Office
Suite 12, Buderim Professional Chambers
100 Burnett Street
BUDERIM QLD 4556
“I look to establish long term relationships with people who are
serious about protecting and growing their financial assets. I am
committed to achieving client objectives and the delivery of exceptional
service.”
Kane Dalley is a Financial Planner, the Founder and Managing Director of Sterling Advice. Kane Dalley is an Authorised Representative of Charter Financial Planning Limited
Kane has a long history in the world of investment and finance and can tailor a plan specific to your needs.
Prior to establishing Sterling Advice Kane was a Senior Investment Adviser and Certified Financial Planner with Spicers Portfolio Management for eight years and managed in excess of $ 40 million dollars on behalf of clients. This included advice on matters such as portfolio construction, tax, estate planning, insurance, retirement planning and wealth creation.
During his time in the US Kane managed a Branch Office for one of America’s premier investment companies in Houston, Texas. Kane has qualified as a General Securities Representative having passed Series 7 exams of the New York Stock Exchange USA Series 6 exams National Association of Security Dealers, USA. Series 63 exams North American Securities Administration Association, USA.
In addition Kane has passed the Group 1 exam Texas Department of Insurance, USA. Variable Contract Agent Texas Department of Insurance, USA. As well, he has passed the IPAC Securities (NZ) course in Financial Planning and Securities Dealing and has both a Diploma in Financial Services and a Graduate Diploma in Business Studies with an endorsement in Personal Financial Planning.
Office
Unit 7 B/35 Seaside Blvd,
Marcoola QLD 4564
Glenn Adams – Coastal Financial Advisors
Unique Qualities
Glenn believes in a holistic approach to financial planning and enjoys the strategic side of providing advice. Glenn always exhibits a caring, honest, personalised and professional approach with clients and he appreciates the importance of maintaining long term client relationships.
Professional Qualifications & Memberships
Specialist Skills
Career & Industry Highlights
Glenn began his career in Brisbane, as a financial planner with Sunsuper. Over the years, he has gained a vast range of knowledge from working with renowned companies such as Charter Group, MLC and AMP.
Glenn moved to the Sunshine Coast in 2009 with his wife, Donna, and his 3 children, Parrish, Maya and Jem. In 2009, Glenn established A&K Financial Planning on the Sunshine Coast and has since seen it evolve into a successful practice, with staff members who all pride themselves on providing excellent client service with a personalised touch.
Personal Interests
Outside of work, Glenn has a passion for rugby league, horse racing and fitness.
Office
Maroochydore Professional Suites,
Level 4 ‘Ocean Central’, 2 Ocean Street,
Maroochydore 4558
Jayne Graving – Arch Financial Planners
Jayne Graving founded Arch Financial Planners in 2006. Jayne is a Certified Financial Planner, and having been involved in the financial services industry for around 20 years is regarded as highly experienced and senior financial planning practitioner. Jayne was first issued with a Financial Planner’s Proper Authority in 1986 and has experienced the evolving dynamics of the industry, giving broad and valuable insights.
Since the establishment of Jayne’s first financial planning practice in 1986, Jayne has questioned the impact of trail commissions on the standard of professionalism in the industry. Having the ability to offer transparent, objective, fee for service advice was the driving force behind founding Arch Financial Planners.
While the benefits of a comprehensive approach to financial planning is acknowledged, Jayne has a particular interest in providing specialist investment strategies often including listed securities.
Being raised on a cattle property as the fourth generation, Jayne experienced a value system of integrity, discipline and work ethics which she has carried with her into the field of financial planning.
Jayne has three children and has proudly relished in the role of parenting. Both sons have graduated from the University of Queensland (Civil Engineer and Mechanical Engineer) and her daughter is studying Business at UQ. The Sunshine Coast has been home to Jayne for about 30 years and she particularly enjoys the healthy lifestyle and outdoor activities the Coast has to offer.
Qualification and memberships:
Office
Level 5, 65 Brougham Street
Geelong VIC 3220
Bradley Wall – Guide Financial
I am a Sub Authorised Representative and Director of Guide Financial Pty Ltd (“the Practice”) which is a Corporate Authorised Representative (No. 456125) of Australian Advice Network Pty Ltd (AAN).
I began building this financial services business (that has grown to become Guide Financial) in 1999 and have worked in the financial services industry since 1997. I became an adviser of Australian Advice Network on 29th May 2015. I am also a member of the Financial Planning Association (FPA).
Qualifications:
• Bachelor of Business
• CERTIFIED FINANCIAL PLANNER®
Services I Can Provide
I can provide financial advice and deal in financial products in relation to the following areas:
• Financial Planning
• Risk Insurance
• Managed Investments
• Estate Planning Strategies
• Superannuation and Retirement Planning
• Margin Lending
• Self-Managed Superannuation Funds
• Securities
• Tax (Financial) Adviser
Your Best Interests:
I will act in your best interests at all times and I am bound by the law and the Codes of Professional Practice and Ethics of the Financial Planning Association of Australia. I am committed to providing you with quality financial advice and strategies which will be complimented by a wide choice of products and/or services to suit your individual circumstances.
My Associations
At the date of my advice, I, my employer and/or associated entity have shares in Australian Advice Network Pty Ltd.
Office
6/94 Memorial Avenue MAROOCHYDORE QLD 4558
Luke Jensen – Propel Financial Advice
Luke has been in the financial advice profession since November 1998. Combined with over 20 years’ experience working across private advice businesses as well as large banks, both within Australia and the United Kingdom, Luke has gained extensive expertise. He works with both personal, business and corporate clients, to deliver high quality financial advice.
For Luke, financial advice has always been about helping people realise and achieve their goals. He prides himself on serving the interests of his clients, delivering outstanding service and quality advice – and this is reflected in the relationships he develops with his clients. His commitment to helping clients and the shared joy when milestones are reached have made Luke the trusted adviser of many clients across the Sunshine Coast and beyond.
You can read more in our client stories section.
Luke is highly experienced in portfolio construction for both superannuation and investment portfolios. His in-depth knowledge of funds, fund managers, and market activity enables him to build customised portfolios designed to meet your unique needs.
Qualifications
Luke has completed numerous studies in financial planning, which include obtaining his Diploma of Financial Services and Advanced Diploma of Financial Services. Further to this, Luke has continued his studies to attain the Certified Financial Planner (CFP) status from the Financial Planning Association (FPA) in 2007. The CFP Designation & Education program is regarded as one of the pinnacle designations to hold within the financial advice profession.
Office
Level 2,
37 Primary School Court, Marooochydore
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