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We have listed the 10 best Sunshine Coast Financial Planners.
Maher Digby was established in 1989 because we wanted to offer the Sunshine Coast community a high quality local financial service they could depend on. Our client base now spans throughout south-east Queensland and interstate. We believe our success is reflected in our loyal clients and the large number of referrals we receive.
It is fulfilling for us to work with our clients over the long term establishing a close personal relationship and working with them to achieve their lifestyle goals both financial and personal.
At Maher Digby we are a close-knit team focussing on friendly, accessible service delivered in a family-like atmosphere.
We engender quality financial services that cater to the individual.
Office
9 Arundell Ave
Nambour, QLD 4560
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
What do I enjoy about financial planning?
Having the opportunity to meet different people and being able to assist them in their financial life journey. I particularly enjoying assisting people with Aged Care. Generally, it is a time of high stress, and being able to give people clear options to make a decision, and seeing the relief in their faces, is very rewarding.
My specialities:
Aged Care, Self Managed Superannuation funds, Personal Insurance and Estate Planning.
My background:
Together with my husband Paul Brown, we have been helping clients as Financial Advisers on the Sunshine Coast since 1998. Prior to this I worked on project development for a large fund manager and have also worked in superannuation administration for a large provider.
Favourite holiday destinations:
Overseas – I love immersing myself in completely different cultures and seeing what life outside our beautiful country is like. Favourites have been Canada, Vietnam and Thailand.
Locally – I also thoroughly enjoy camping with groups of friends.
Qualifications and Affiliations:
Authorised Representative (no. 318363) of Professional Investment Services, Diploma of Superannuation Management (ASFA) and Commissioner of Declarations.
Outside work:
Spending time with family, ocean swimming and stand-up paddle boarding.
Office
Suite 12, 100 Burnett Street
BUDERIM QLD 4556
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:
Paul is an Authorised Representative (no. 244684) of Professional Investment Services, a Certified Financial Planner and a SPAA Accredited SMSF Specialist Adviser. He has completed a Bachelor of Applied Science (Maths), a Certificate in Actuarial Techniques (Institute of Actuaries London) and a Graduate Diploma in Management (University of Technology Sydney). Paul is also a member of Self Managed Super Fund Professional Association of Australia (SPAA) and the Financial Planning Association of Australia (FPA).
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
Sean is a Certified Financial Planner (CFP) and holds a Bachelor of Business from USC majoring in Financial Planning with a minor in International Business and Economics. He graduated in 2008 with above distinction marks in his field of expertise and was awarded best student for International Economics. In June 2017 Sean took out the top mark in the country amongst his peers for CFP2 Applied Strategies.
In 2012 Sean was awarded a substantial industry scholarship to further his expertise and in 2013 he was nominated for the Association of Financial Advisers Rising Star award.
When providing financial advice to clients Sean specialises in Wealth Accumulation and Retirement Planning. In 2015, years of research and experience came together when Sean co-created the Ellerfield Retirement F.O.C.U.S.2 Program.
Sharing this knowledge with his clients and turning it into real-life retirement success stories is Sean’s greatest passion. When addressing his clients, Sean (and Ellerfield) takes a unique approach.
“Giving financial advice is not always about telling people what to do; it’s about identifying the opportunities available to them and guiding them through the decision making process. At Ellerfield we don’t push products, we tailor solutions to help clients achieve their goals.”
Personal
Outside of the office Sean is the QLD state chair for the Association of Financial Advisers Genxt community advocating for the next generation of financial advisers.
During his free time Sean is an avid Brisbane Broncos fan and enjoys staying fit, organising social events and overseas travel.
Qualifications
Certified Financial Planner – the highest qualification for a Financial Planner in Australia
Bachelor of Business, Financial Planning
Member
– Association of Financial Advisers (AFA)
– Financial Planning Organisation (FPA)
Office
1st Floor ‘Ballinger Place’, 3-5 Ballinger Road,
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
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 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.
Jayne has the following qualification and memberships:
Graduate Diploma in Financial Planning (University of the Sunshine Coast)
Certified Financial Planner (CFP). Internationally recognized, CFP certification is the highest level of certification that a financial planner can achieve
Member of the Financial Planning Association of Australia (FPA), the professional association for the Australian financial planning profession.
Member of SMSF Professionals’ Association of Australia (SPAA), Australia’s peak industry body and foremost authority on self-managed superannuation.
Jayne is a Representative of Financial Planners Alliance Pty Ltd
Member of Boutique Financial Planners group (BFP) – The BFP is a not for profit association that represents the interests and high ideals of non-aligned Australian Financial Service Licensees who provide personal, tailored and ongoing advice that is in the client’s best interest. Our Members’ goal is to ensure consumers have a genuine alternative to institutional business models.
Office
Level 5, 65 Brougham Street
Geelong VIC 3220
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).
I hold the following 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
Michael Rowland is the sole director of Rowland Financial Advisory Pty Ltd on the Sunshine Coast, and has been a financial adviser since 2000 following his start in the financial services industry in 1998.
Michael enjoys working with all people from various backgrounds and designs personalised and highly effective financial strategies in order to build and protect their wealth. His strategies are also designed to achieve tax effective outcomes and a strong level of diversification to help reduce risk.
He knows that each person is different, and delivers an exceptional level of personal service to ensure that personal goals and objectives are met for each of his clients.
He also specialises in financial advice for Aged Care. This can be a difficult time in life if not planned carefully and can often become financially complicated. As a specialist adviser in this area Michael has the experience and understanding of these issues and will prepare strategies with the intention of alleviating these concerns.
Office
Level 1, 37 The Esplanade
Cotton Tree Qld 4558
© 2019. All rights reserved.