FIND A FINANCIAL ADVISER
Here is our list of Best Financial Planners
ANTHONY MCINNES
ABSOLUTE WEALTH ADVISERS
I'm a relatively new at Absolute Wealth, joining the team in 2021. I work closely with Paul, helping families navigate the challenges of intergenerational wealth from both the perspectives of parents and children. One of the things I enjoy most about my role is helping clients understand their options in a way that resonates with them, so they feel connected to the outcome and can confidently make decisions.
STELLA NORBERTI
ABSOLUTE WEALTH ADVISERS
Getting clients "retirement ready" is my specialty, helping my clients organise their money, structure their assets and confidently plan for their retirement years. I love seeing my clients ticking off everything they want to be, see and do and being their trusted adviser leading up to and in retirement. I'm a big believer that clarity and simplicity are key to financial success. My 'get ready for retirement' cash flow management system gives clients a framework to achieve their goals and the freedom to pursue their passions. Working with my clients through the Private Wealth Pathway is truly rewarding as I've got a front-row seat to watch them make real progress. Outside of work my three energetic kids keep me on my toes. Besides being their biggest cheerleader in various sports, I prioritise staying active myself with daily exercise and a weekly game of netball. Credentials Bachelor of Business in Financial Planning. Bachelor of Business (Financial Planning) • Diploma of Financial Planning • Registered Tax (Financial) Adviser • Kaplan – Self Managed Super Funds
ROSS MARAIS
ABSOLUTE WEALTH ADVISERS
From a young age, I've always been drawn to helping people. And I've always been fascinated by human interaction, psychology, and behavioural economics/finance. That's why I ended up on this career path, where I help people simplify and systemise their financial life. I truly believe that when my clients have a solid financial foundation, they can live a more fulfilling life without being limited by financial worry. Through understanding the emotional side of money, I delve deep to understand the 'why' of people's financial decisions before I help them with the 'what' and 'how'. I want to empower my clients to make choices based on their dreams and ambitions rather than conforming to outside pressures. Beyond my role as a financial planner, I host a podcast and love to clear my mind by surfing and keeping active. Credentials: Bachelor of Commerce – Financial Planning, Statement of Attainment for Self-Managed Superannuation Funds Registered Tax (financial) Adviser.
JOHN MANSERRA
APEX ADVICE
We've seen too many people leave it until they were on the verge of retirement to get advice. We heard too often, "I wish we had done this ten years ago". We set out to change that. Through our signature Apex freedom framework, we help Aussies who want more out of life than being stuck in the grind until they are in their 60s. We build long-lasting relationships with our clients with personalised, purposeful and outcome-focused advice and guidance. Our idea of financial freedom centres around choice: Having clarity and comfort in your financial situation to enjoy a life the way you want to, free from financial stress. The ultimate goal is to reach the top of your financial Apex, where you wake up one day and realise that you don't have to work anymore. You can choose where, when and how you spend your time.
GARRY MILLBURN
BOLDER WEALTH
Whilst working in the corporate finance industry I quickly realised most financial advisers were so completely focused on building wealth for retirement they failed to provide advice that would adequately and appropriately help their younger clients. I knew there had to be a better way to help people like me build the wealth they require to keep enjoying their down time, buy a house, begin a business, start a family or explore the world, without compromising on their future. And so Bolder Wealth was born. Our mission is to provide relevant, dynamic and high impact financial coaching, specifically designed for people who aren’t planning to kick back and relax any time soon.
MIKE MILLER
EMERGING WEALTH
Hi I'm Mike. Founder and Financial Adviser at Emerging Wealth. I want to help my clients build a life and legacy that they’d never imagined. With our proven life planning framework, we focus on the human side of money and building wealth to enable them to live a life without regrets. We help you take action by cutting out the fluff and holding you accountable for everything you want out of life. Ensuring you make the most of every day. Bachelor of Business Certified Financial Planner® Registered Life Planner Justice of the Peace