Despite research showing that receiving financial advice can result in 3.9 times more in savings at retirement, only 16% of Australians currently work with a financial adviser. And with over 15,000 financial advisers offering services across Australia, finding the right expert in areas like wealth management, retirement planning, and investment strategy can be overwhelming.
That’s why we’ve made it easier. We’ve carefully selected the top 10 financial planners in Townsville—trusted professionals with proven experience to help you build, grow, and protect your financial future.
Let us find the Best Financial Planner for your Needs and Situation.
Joey Sorensen – Shadforth Financial Group
Joey’s career with Shadforth Financial Group has covered nearly a decade and as a Private Wealth Adviser with Shadforth, Joey has helped many clients transitioning to a new phase in life or navigate a major life event. He is well experienced in thoughtfully planning out matters such as retirement, managing intergenerational wealth, managing assets after a separation, insurance benefits, and business sales. Joey excels in taking complex matters for his clients and providing a clear and concise strategy on how best to move forward.
Whether Joey’s clients are professionals, business owners, individuals, or families many find their priorities are better spent on other matters and highly value his ability to manage their finances. Joey’s work helping his clients make informed decisions that are aligned with their personal values and lifestyle, together with consideration to highly effecting investment management principles and tax optimisation, has allowed him to create strategies that deliver the best outcomes for his clients and their family both now and in the future.
Joey has several clients in the Townsville region and regularly travels to the area to meet with them for advice reviews.
Joey holds a Bachelor of Business majoring in Financial Planning from RMIT University. Away from the office, Joey is a keen golfer and runner, the latter of which helps with managing his love of finding great new places to eat.
State Head Office
Level 13/240 Queen St, Brisbane QLD 4000
Ali Hogue – Money Over 50 Financial Advisers
Master of Financial Planning, BCom(FP), Chartered Retirement Planning CounsellorSM
Ali Hogue CRPC®, Financial Adviser & Business Owner, is a specialist in pre-retirement and retirement planning. He is an expert in working with employed clients who want to move from full time to part time work by age 60, and those who are entering retirement. In addition to this, Ali helps small business owners and graziers to retire with confidence.
The Money Over 50 Way:
Office
45 Ingham Road, West End QLD 4810
Daniel joined the Carey Group in 2008 as a Financial Planner, having gained his experience in several financial advisory firms following his completion of a Bachelor of Economics at James Cook University in 2003. He has built a strong client base across many sectors including Business, Medical Professionals, and high net wealth investors. Daniel was admitted as Partner in 2016.
Having a personalised financial plan can be a game-changer when it comes to your financial security now and in the future. Daniel believes that each client has unique financial goals, aspirations, and challenges, and as such, can offer a 4-step plan that is tailored to meet your specific requirements.
Daniel will work closely with you to understand your current financial position, identify your goals, and develop a personalised plan that aligns with your aspirations. Carey Group’s four-step plan includes setting financial goals, creating a financial roadmap, implementing strategies to achieve those goals, and regularly reviewing and adjusting the plan to ensure that you remain on track.
Office
139 Sturt St, Townsville QLD 4810
Darren Franklin – Cornerstone Advisory
Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to help you define your goals and design a financial plan to meet your needs.
Darren Franklin is a Certified Financial Planner® professional with over 20 years experience in financial services. He services both the Townsville and Mackay areas. Darren’s focus as a financial planner is to keep his clients on track throughout different market conditions whilst maintaining the overall objective of financial security and peace of mind.
Darren is able to assist clients in the area of:
Backed by a team of leading research analysts clients have access to a range of leading Australian and international fund managers as well as listed investments. Darren is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.
Office
220 Charters Towers Road, Hermit Park QLD 4812
Jason Fittler – Grow Your Wealth
Jason is the Branch Manager, Senior Adviser, Technical Specialist and owner of the Grow Your Wealth Financial Services office in Townsville. Before moving to obtain his own licence, Jason held a similar position with RBS Morgans. Jason previously worked for National Australia Bank and as a public practicing accountant.
Jason has been in the financial services industry since 1998 before starting with the firm in August 2001 and purchased the office in July 2005. Prior to that Jason worked as an Accountant and Financial Planner and has a background in banking and finance.
Jason holds a Bachelor of Commerce Degree (Accounting) from James Cook University, a Diploma of Financial Planning and is a Specialist Financial Planner and a Self Managed Super Fund Specialist with CPA. He also holds a Public Practicing Certificate with CPA.
Jason is employed by Grow Your Wealth Pty Ltd which is the entity that manages the office of Grow Your Wealth Financial Services at Townsville. Jason is remunerated by way of salary and profit share.
Investment Style
Jason deals with high net worth clients looking for that full service experience, he provides advice on structuring, superannuation, Self Managed Super Funds, Taxation issues and portfolio management.
Jason focuses on providing long term returns above the ASX200, while matching client’s portfolio to the clients risk profile. To provide long-term sustainable growth he focuses on achieving maximum returns, providing tax effective structures in a low fee environment.
Professional Associations
Certified Practicing Accountant (CPA)– Specialist Financial Planning
(CPA) Self Managed Super Fund Specialist
ASIC Approved Competencies
Office
51 Thuringowa Drive, Kirwan QLD 4817
Ashley Davis – Shadforth Financial Group
Ashley is passionate about making a meaningful difference in his clients’ lives – through all stages of their life. Using an evidence-based investment philosophy and detailed modelling of advice scenarios to help provide certainty, Ashley enables clients to efficiently use their capital and resources and avoid making poor financial decisions.
Ashley specialises in constructing client portfolios and developing highly effective wealth accumulation and retirement planning strategies for his clients. Many of whom are busy professionals, and agribusiness and farming families wishing to structure a succession or exit plan.
Industry Recognition
Education and experience
What his clients say:
“Ashley’s sensible investment and strategic advice gives clients absolute peace of mind to stay on their investment course, particularly during market ups and downs.”
Brad Stuart – Evolution Financial
Brad has been a qualified financial planner since 1999 working for Hillross Financial Services for 6 years and then WHK/Crowe Horwath for 9 years in charge of the North Queensland Financial Planning division, before setting up his own business in 2014 to better serve clientele across the state into the future.
Brad has spent time on both a National Investment Committee board and a National Risk Insurance Committee board and been a part of North Queensland’s Emerging Leaders Program, and currently sits on a few boards for private companies. He manages over $300mil of clients investment monies under his direct advice.
Brad has a Bachelor of Commerce majoring in Accounting and Finance, a Diploma of Financial Planning and has completed the Graduate Diploma Certified Financial Planner program, awarding him the highest designation, Certified Financial Planner (CFP), by the Financial Advice Association Australia (FAAA – formerly FPA).
Brad likes to keep fit and healthy at the gym. As part of his psyche to continually improve and challenge himself, in June 2014 he completed his first (and still only) Ironman in Cairns/Port Douglas! These days for something a little more relaxing playing golf, tennis or snowboarding is his choice. Non-relaxing activities now revolve around his young daughter, Ellie who is already quite a handful!
Office
Level 3, 201 Sturt Street, TOWNSVILLE QLD 4810
Diana Lock – Morgans Financial
“Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.”
Diana commenced her career in financial services in 1982 and has extensive experience in banking, stockbroking and financial planning.
Services and specialities
Investment Style
As an investment adviser Diana works one-on-one with her clients to construct long-term wealth creation strategies as well as portfolio management, pre-retirement planning and retirement planning. Diana creates tailored investment portfolios based on each client’s individual risk profile investment needs and goals.
Industry, Education & Experience
Qualifications
Professional Associations
Approved Competencies
Office
Suite 6, Level 1, 520 Flinders St
Townsville
QLD 4810
Born and bred in North Queensland and coming from a family with a strong history in the cane farming community in Mackay, Sonia understands the battles of small business and agribusiness. Since 1998 she has dedicated herself to helping her clients achieve their financial goals by providing personalised Financial Planning advice.
She takes the time to listen and understand her clients to ensure they are maximising their entitlements and meeting their income needs both now and in the future. She believes that understanding her clients on more than just a financial level provides an excellent foundation to building a long term ongoing relationship.
Her experience extends from working with a range of clients including Employees, Professionals, Small to Medium Enterprises (SMEs), High Net Worth clients, Agribusiness clients and Retirees.
Throughout her career, having worked in publicly listed companies for eight of those years, she noticed that the focus was more on the shareholders rather than the most important people, the clients. In 2014, she made the decision to establish Pace Financial and this has enabled her to focus on her clients and deliver the highest possible personalised service they deserve.
Whilst working for one of the Big 4 Banks, she was awarded the Christo Award recognising her commitment, honesty and positivity with her clients and colleagues as well as being ranked in the top 20 Financial Planners in Australia. Her education includes obtaining a Diploma of Financial Services (Financial Planning), achieving Self Managed Superannuation Funds, Margin Lending and Geared Investments and ASX Listed Products Accreditations as well as being accepted as an Associate Financial Planner (AFP) of the Financial Planning Association of Australia.
Office
20 Dillane Street, Hyde Park QLD 4812
Dennis DiBartolo – Altitude Wealth Management
Dennis DiBartolo is the Practice Principal of Altitude Wealth Management in Townsville and a fully qualified Financial Adviser. He has completed a Masters in Financial Planning, an Advanced Diploma in Financial Planning as well as become a Life Risk Specialist and a SMSF Accredited Specialist Advisers. This ensures his advice is cutting edge and that he abides by the highest standards within the SMSF industry.
Every year they help clients implement new strategies with the focus on creating wealth for their retirement. We are living longer, that’s why retirement planning has never been more important to get right. Once you retire you typically stop working for around 30 years! Over the past 16 years, he has helped many clients get more clarity, structure and certainty around their retirement needs.
He generally works with clients that are employed or self employed, engaged in wealth creation and wanting to improve their financial position. Retirement Planning is all about giving you choices and options. Their clients say that they feel a sense of relief after working with them as they feel they have a plan, clarity and structure. He believes his point of differentiate is they are a boutique advice business – you aren’t just another customer but a client.
Dennis is a patrolling member and the Deputy President of the Townsville Picnic Bay SLSC. He enjoys being involved because it teaches kids to be future lifeguards and he likes to contribute towards keeping our beaches safe each year. His charity of choice is Juvenile Diabetes Research Fund as this chronic illness has impacted his family personally through his daughter Lucia who was only 6 when first diagnosed. He also supports Children’s Cancer Institute of Australia through an annual charity bike ride each year raising much needed money for Children with cancer.
Qualifications and Professional Memberships
Areas of Expertise
Office
11 Ross River Rd, Mysterton, Townsville QLD 4812
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DISCLAIMER: The content on this website is intended for general informational purposes only. While we strive to ensure the accuracy of advisor profiles and listings, we cannot guarantee their completeness or reliability. Any engagement with financial advisors featured on this site is solely at your discretion. We do not take responsibility for the advice or services provided by any of the professionals listed here.
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