The Best Financial Planners In Sydney

Need Financial Advice in Sydney?

We have listed the 10 best Sydney Financial Planners.

Quantum Financial

Quantum Financial are multi award winning independent financial planning practice based in Chatswood Sydney.

To make an appointment with one of our award winning financial planners please contact our office.

Phone 02 8084 0453 or click on the link below to visit our website.

Contact – Quantum Financial

Claire Mackay – Quantum Financial

Her name is Claire Mackay and she is an independent financial advisor and business owner at Quantum Financial. Along with her brother Tim, she is part of the second generation advising their wonderful clients.

She developed her investing skills at Macquarie Bank and PwC. She was recognised as Financial Planner of the Year 2015 by Money Management; as Investment Advisor of the Year 2014 and was awarded Excellence in Financial Advice 2014 by Independent Financial Advisor.

She regularly asked her views on ABC TV and in the Australian Financial Review. She regularly discuss finance issues with David Koch (who described her as “A financial wiz”) while Alan Kohler wrote of her “One of his favourite financial planners, Claire Mackay of Quantum Financial in Sydney”.

She has her own website where she loves to share her views [https://www.clairemackay.com.au].

She was appointed by the chair of ASIC as the only financial planner to sit on ASIC’s External Advisory Panel with David Gonski, Heather Ridout, Dr Simon Longstaff and others. In 2018, She was appointed by the Minister of Financial Services, Kelly O’Dwyer, to the inaugural Board of the Australian Financial Complaints Authority, chaired by Helen Coonan (AFCA). She is a director of the Accounting Professional and Ethical Standards Board, chaired by Nincola Roxon (APESB) She is also the only financial planner who sits on the Austrlian Tax Office’s peak superannuation representative body, the SIRN.

She is a Certified Financial Planner, Chartered Accountant, Chartered Tax Advisor, Self Managed Super Fund expert and a graduate of the Australian Institute of Compnay directors (GAICD). She holds Degrees in Commerce and Law and a Master’s Degree in Law. In 2018 She was recognised by Barron’s as one of the [Top 50 advisers in Australia]. She is listed on the [Top 10 Financial Planners in Australia] .

But all work and no play would make her a dull Financial Planner. When not managing your money, She loves adventures including climbing Machu Picchu, backpacking Africa & India; walking the Kokoda Track, and the Palm Beach to Whale Beach Big Swim.

Office
Level 3, 9 Help St Sydney Chatswood NSW 2067 NSW

Contact: Claire Mackay

Phillip Win – Profile

Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.

Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.

Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.

Phillip lives in the Blue Mountains with his wife and two sons, and enjoys outdoor activities such as bush walking, road and mountain bike riding and golf. Being from Wagga Wagga, Phillip’s sense of community shows him coaching his son’s soccer team and managing his cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and combines his passion for cycling with fund raising activities, including riding 1000kms over 7 days to raise close to $7,000 for the Future2 Foundation , one of the industry’s way of making a lasting difference in the lives of those who need it most,
giving disadvantaged young Australians a second chance and hope for a better future.

Phillip has a strong interest and knowledge of investment markets and is constantly exploring “cutting edge” strategies to deliver to the clients of Profile.

Office
Level 6, 9 Help Street Chatswood, NSW, 2067

Contact: Phillip Win

William Bracey – Sydney Financial Planning

“Over the last 30 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 30 years ago, but now have more wisdom and the grey hair to match!”

Unique Qualities
William’s vast experience 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.

Specialist Skills
Wealth creation strategiesTransition to retirement strategiesRisk management strategiesDIY and Self Managed Super Funds (SMSF Advice)Small Business and Business succession PlanningTax (Financial) Planner

Professional Qualifications
Advanced Diploma in Financial Services (Financial Planning) ADFPSelf-Managed Superannuation Funds (SMSF) ProgramMargin Lending and Geared Investments ProgramDirect Shares Program

Membership and Associations
Authorised Representative of Charter Financial Plannning Member of the Association of Financial Advisers (AFA)Member of the Credit Ombudsman Service (COS)Justice of the Peace (NSW)Member of the Financial Planning Association (FPA)Director of the NSW Authorised Representatives Association (ARA)Fellow Chartered Financial Practitioner (AFA)Tax (Financial) Adviser

Career and Industry Highlights
William established W. Bracey Sydney Financial Services in 1988 and has overseen its steady development into an industry leader. The business now looks after the financial affairs of thousands of families with combined assets in excess of $300 million dollars. William is a director of the NSW Authorised Adviser Association and is a board member at a national level. He has been listed in the 2014,2015,2016,2017 & 2018 Most Trusted Advisers Network by the Beddoes Institute. He has also had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.

Personal Interests
William enjoys spending time with his three children and dog. He loves surfing and boating activities and is an avid Wallabies and Roosters support.

Office
Suite 13, Edgecliff Mews 201 New South Head Road Edgecliff, NSW 2027

Contact: William Bracey – Sydney Financial Planning

James Gerrard – Financial Advisor

James Gerrard is a Certified Financial Planner professional having practiced within the financial services industry in Sydney since 2001.

He has been recognised as one of Australia’s top 50 financial planners by the Australian Financial Review Smart Investor magazine.

James is an expert in providing personal financial planning advice and has helped many Sydneysiders find direction with their finances.

For a financial advisor in Sydney to help you get ahead, book a free financial planning meeting now.

Making a change for the better is only one meeting away.

Prior to founding:

Financial Advisor.com.au, James was a Partner at PSK Financial Services and prior to that was a Senior Financial Adviser at Godfrey Pembroke Financial Consultants where he focused on providing holistic financial advice to high net worth individuals.  James’s past experience also includes working for the NSW Attorney General’s Department in the areas of Corporate Finance and Financial Advisory.

Academic Qualifications:

  • Doctor of Business Administration (Deakin University – expected completion 2017)
  • Master of Business Administration (Deakin University)
  • Certified Financial Planner (Financial Planning Association of Australia)
  • Bachelor of Applied Finance (Macquarie University)
  • Advanced Diploma of Financial Services – Financial Planning (Deakin University)
  • Diploma of Financial Services – Financial Planning (Deakin University)
  • Certificate III in Financial Services (NSW Public Trustee / Dept. of Education

Awards:

  • 2012 – Top 50 Financial Planner in Australia – Wealth Professional
  • 2010 – Top 50 Financial Planner in Australia (Australian Financial Review Smart Investor Masterclass)
  • 2009 – National Finalist, Value of Advice awards (Financial Planning Association of Australia)

Business Philosophy:

  • Provide clear, tax effective, strategic investment advice
  • Empower clients to take continual action towards achieving their financial and lifestyle goals
  • Maintain regular client communication with a high level of service

Personal life

James has been married to his beautiful wife Chiara since 2006 and has one little princess – Chloe, who was born in 2009 and is the biggest joy in their lives.  He resides in East Killara on Sydney’s upper North Shore and in his spare time enjoys playing soccer and spending time with family.  He is passionate about financial planning however has a weakness for fast cars and collecting antiques (which seems a bit counterintuitive but is true).

Contact: James Gerrard

Brenton Tong – Financial Spectrum

Brenton oversees the running of the business and the delivery of exceptional service and personal advice to clients. Brenton is well known for his strategic expertise and believes that with the right advice, planning and effort, it’s possible to create the life you desire.

 

Brenton joined the financial services industry in 1999 as a financial planner for a national, privately owned financial services business. He later set up his first financial planning business, becoming a leader by offering strategy-based advice. Over time, Brenton merged his firm into what is today Financial Spectrum.

It’s Brenton’s passion to help people take control of their lives, ensure they make the best possible decisions and create the life they desire. He works intimately with his clients to ensure that they have a thorough understanding of the decisions they are making and the long-term outcomes that they can expect. With his extensive investment experience, Brenton ensures that there is a plan in place to mitigate as much risk as possible from financial decisions and give clients confidence in their financial future.

Brenton is the Financial Planning contributor for Yahoo!7 Finance and a regular author in financial magazines, including Money Management, Think Big Magazine and Wealth Creator. He is frequently quoted in Sydney Morning Herald, Business Review Weekly, The Age and Australian Financial Review. Brenton is also one of the contributors to David Koch’s Money Makeover, has been a contributing author and presenter for Kaplan Professional (Australia’s largest financial services education provider), and has co-authored the book Secrets of Male Entrepreneurs Exposed.

Brenton holds a Bachelor of Commerce with a major in Accounting and Law, as well as an Advanced Diploma of Financial Planning. He is currently completing his Masters of Business Administration and is enrolled in the Fellow Chartered Financial Practitioner programme. Brenton is a Senior Associate Member of FINSIA and a Practitioner Member of the Association of Financial Advisers.

Additionally, Brenton is an accredited trainer for financial planners and writes part of the Continuing Professional Development syllabus for Kaplan.

Outside of the business, Brenton enjoys spending time with his partner and two children, travelling, sailing and flying. Brenton also allocates a percentage of his time to charity work and financial counselling for those in need.

Office
Level 13 447 Kent Street Sydney, NSW 2000

Contact: Brenton Tong – Financial Spectrum

Nerida Cole – Dixon Advisory

A highly respected expert on superannuation, including self managed super funds (SMSF), retirement planning and wealth-building strategies, Nerida Cole is Managing Director of the Financial Advisory division, with staff in Canberra, Sydney and Melbourne.

Nerida manages a team of high quality advisors and recruits and trains top performing graduates and analysts to deliver the strategies developed by Dixon Advisory to individual investors and super rustees across Australia. She works with Executive Chairman Daryl Dixon and the Technical Services & Compliance team to keep the firm’s financial strategies at the forefront of the latest legislative requirements.

Nerida says Dixon Advisory focuses on putting in place the right structure (from a tax point of view) and having strategies that work on a practical level without taking on unnecessary risk as opposed to others which focus only on investment returns to build wealth.

“Our strategies use cash flow, assets and debt structures in a way that takes account of the tax concessions and government benefits that are legitimately available. We then put in a risk management strategy for the overall structure,” she says.

“We help people improve their financial position, meet their goals and get into a position for retirement with sensible, high quality advice and by continually adapting and adjusting their strategies.”

According to Nerida, who has been working in the financial services industry for more than 15 years, clients have the advantage of dealing with Financial Advisors who are specialists in providing strategic financial advice and Investment Advisors who are experts in giving investment advice.

Nerida is a regular presenter on superannuation, SMSFs, retirement planning, wealth-building strategies, maximising the benefits of defined benefit super schemes and financial planning for executives. Her expertise in these areas is well regarded, and she has been called upon to assist the Parliamentary Joint Committee on Corporations and Financial Services. She is also regularly contacted by the media for comment.

A Certified Financial Planner (CFP), Nerida is a member of the Financial Services Council Advice Board Committee. She also coordinates Dixon Advisory submissions to the federal government on issues affecting SMSF trustees and superannuation members as well as matters of concern to the financial planning industry such as fees, the advice process and professional accreditation. She is a SPAA SMSF Specialist Advisor™.

Nerida has a Bachelor of Commerce (UNE) and an Advanced Diploma of Financial Services (Financial Planning)

Office
Level 15 100 Pacific Highway North Sydney, NSW 2060

Contact: Nerida Cole

Peter Quinn – The Quinn Group

Peter Quinn is a Director and Principal of Quinn Consultants Pty Ltd and Quinn Financial Planning Pty Ltd. Both are members of The Quinn Group, an integrated accounting, legal and financial planning practice, with over 20 years experience as a practicing chartered accountant specialising in business services, corporate advice, financial planning, superannuation and taxation.

Peter is a Chartered Accountant, Certified Financial Planner and Self Managed Super Fund Specialist Advisor. Prior to establishing The Quinn Group with his brother Michael in 1989, Peter worked in a top tier accounting firm in Sydney before relocating to the United Kingdom, where he worked with the London firm, Robson Rhodes.

Having managed his business for over two decades, Peter assists clients in facing the challenges of today’s business and financial world. His clients receive the benefit of Peter’s practical understanding of issues faced when managing their own business and financial affairs.

“We pride ourselves on providing the most up-to-date taxation, legal, superannuation and accounting advice, and assisting our clients to achieve their financial goals. Our practical commercial approach to each matter means we are able to tailor our services to suit each client’s individual requirements. Our team of advisors will manage each situation to cater for the changing economic, taxation, investment and legislative landscape.”

Peter is highly regarded for his expertise and easy to understand advice. Often called upon by editors for his commentary and advice, a number of his accounting and superannuation articles have been published in highly circulated business publications.

Peter also interfaces with the business community and his clients through holding seminars on topics such as business issues, taxation, superannuation and financial planning strategies.

More recently Peter has presented targeted seminars, focusing on:

  • Business health
  • Cashflow management for small businesses
  • Important changes to superannuation legislation
  • Negative gearing
  • Self Managed Super Funds
  • Small business management
  • Superannuation strategies Tax planning strategies
  • Taxation benefits of dividend imputation

Peter’s qualifications and memberships include:

  • Chartered Accountant
  • Certified Financial Planner
  • Self Managed Superannuation Specialist Advisor – SPAA
  • Fellow of the Australian Institute of Company Directors
  • Member of the Institute of Chartered Accountants in Australia
  • Member of the Financial Planning Association
  • Member of the National Tax Agents and Accountants Association
  • Member of the Australian Institute of Management
  • Member of the Tax Institute of Australia
  • Registered Tax Agent

Peter’s Directorships include:

  • Quinn Consultants Pty Limited
  • Quinn Financial Planning Pty Limited
  • Quinn Financial Solutions Pty Limited
  • Nibine Pty Limited

Peter is also a council member and Treasurer of Tresillian, a not for profit organisation and largest child and family health provider of expert parenting advice to families during the early years.

Peter’s experience and qualifications give him a unique balance of technical, compliance and practical advice. It has been reported that there are less than 50 professionals in Australia who are Chartered Accountants, Certified Financial Planners and Self Managed Super Fund Specialists.

Office
Level 4, 95 Pitt Street Sydney, NSW 2000

Contact: Peter Quinn

Jason Dunn – Anne Street Partners Financial Services Pty Ltd

Jason joined Anne Street Partners in early 2015 and comes with nearly 30 years of financial services experience and 20 years of senior executive and leadership experience.

Prior to joining Anne Street Partners, Jason headed the financial planning arm of St.George Bank, Bank of Melbourne and Bank SA Financial Planning during his 15+ year tenure within Westpac Banking Group. In this position, he led and implemented numerous programs in his capacity as National Westpac Financial Planning Client Value Program Director and National Head of Business Development, Consumer.

Jason joined Anne Street Partners as General Manager, Strategy and Distribution and was appointed to Chief Executive Office in October 2017. His role is to drive Anne Street Partners purpose – to help all Australians create a brighter future.

Jason’s personal achievements include multiple Ironman triathlons, including the Hawaii Ironman World Championships, two-time silver medallist at the Australian elite 100-kilometre Ultra-Marathon Championships, as well as a prestigious Silver Buckle at the Western States 100. Jason is also a motivational speaker, who shares his inspirational journey of fears, failures, sacrifices and lessons he has learned over the course of his career.

Office
Level 14 383 Kent Street Sydney, NSW 2000

Contact: Jason Dunn

Pat Casey- Assure Wealth

Pat Casey is a 13-year senior executive turned Financial Planner, who has held executive management roles within Colonial First State and the Suncorp Group in their wealth management and financial planning divisions.

Pat left the big end of town to pursue a career helping other successful people build more wealth, bring structure to their finances, pay off their mortgage faster and reduce the stress that comes with worrying about money.

 

Pat’s unique level of experience and insight allows his clients to achieve a higher level of financial success, with the peace of mind that they have taken control of their financial future. He does this by taking clients through a 7-step process to identify, plan and implement strategies to build more wealth – ‘The Assure Way’.

Pat has a particularly deep knowledge of helping young families in their 30’s and 40’s, who’ve built successful careers or businesses, to help strengthen their financial position by protecting the wealth they have built, then removing the stress and complexity from managing their finances, and finally developing a plan to build more wealth for the future.

Pat also works closely with people in their 50’s who are approaching retirement and are worried if they’ve saved enough money to retire, they’re not sure at what age they’ll be able to afford to retire, and are generally overwhelmed with the complexity that comes with superannuation and planning for retirement.

Finally, Pat has a keen interest in helping couples who have accumulated more than $200,000 in superannuation between them, are frustrated with their current superannuation funds and are interested in starting their very own self-managed superannuation fund (SMSF).

Qualifications:

  • Bachelor of Commerce (with Merit) – University of Wollongong Graduate Diploma in Financial Planning – Securities
  • Institute of Australia Self-Managed Superannuation Funds – Kaplan Australia ASX Accredited Listed Product Adviser (ALPA) – Kaplan
  • Australia SMSF Specialist Course – University of Adelaide & Super Concepts

Office
Level 4, 20 Bond Street, Sydney

Contact: Pat Casey

Rob Wynan – Focused Financial Advice

Rob Wynan is the founding director of Focused Financial Advice. With his rich professional background in finance and great vision of helping people live better lives through sound professional management, he established Focused Financial Advice and developed its team to provide genuine service to people by understanding their circumstances and needs. Through Rob’s leadership, he nurtured the company as a living organisation who can help you build a bright and secure financial future and achieve your own financial goals.

Rob’s career in financial services spans from 1977. He has worked in various accounting roles in public practice and in the corporate area such as Financial Controller with large and medium sized companies, Financial Analyst, Financial Accountant with a large corporation and a Tax Accountant for a public accounting practice. Rob has been providing financial advice to clients since 1999.

Rob’s extensive qualifications and accreditations include:
Bachelor of Business degree, majoring in Accounting and Computing Diploma of Financial PlanningDiploma of Mortgage BrokingCertified Financial Planner (CFP), Financial Planning Association of Australia Certified Practicing Accountant (CPA), CPA Australia

Rob provides comprehensive financial planning advice in all areas of personal, business and investment finance and wealth protection, including the specialised areas of investment, debt management, retirement planning, superannuation and aged care.

Office
SUITE 105, 84 ALEXANDER STREET CROWS NEST, NSW 2065

Contact: Rob Wynan