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We have listed the 10 best Melbourne Financial Planners.
Thabojan Rasiah – Rasiah Private
Thabojan Rasiah is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest.
He entered the financial advice profession 19 years ago, and has been recognised as one of the Top 50 Advisers in Australia by Wealth Professional in 2012 and Financial Review’s 2011 Smart Investor. He is a Platinum adviser on the Adviser Ratings site and is listed in the Top 10 Financial Planners in Melbourne. In 2017 and 2018 he was recognised as one of the 50 Most Influential Financial Advisers in Australia by Financial Standard.
He appears on 3AW and ABC talk-back radio as a finance expert, contributes columns in The Age/Sydney Morning Herald and has written a monthly finance column for the national senior’s newspaper, Fifty-Plus News. You can also find his commentary in the finance sections of The Herald Sun.
Thabojan is a Certified Financial Planner (CFP®), the pre-eminent representation of professional financial planners around the world. He continues to serve on various committees at the Financial Planning Association (FPA), with a particular passion for raising professional standards in financial advice. He is also a Fellow of the Financial Services Institute of Australasia (FINSIA).
Thabojan is also deeply committed to the raising of education standards in the industry, and holds a Bachelor of Commerce (Honours), Bachelor of Science and a Graduate Diploma of Financial Planning.
Prior to founding Rasiah Private Wealth Management in 2017, Thabojan worked with a number of boutique financial planning businesses and then Shadforth, one of the biggest financial advice practices in the country. He has vast experience with clients from all walks of life. In particular, Thabojan has developed specialist knowledge in providing advice to medical practitioners and women in transition.
Office
L8, 419 Collins Street, Melbourne VIC 3000
Cameron Howlett – Independent Wealth Partners
Cameron is the founding partner of Independent Wealth Partners, a financial planning practice based in Melbourne which provides truly independent advice to its clients. He is a Certified Financial Planner, an accredited SMSF Specialist Advisor™ and a Registered Tax Agent with the Tax Practitioners Board of Australia, whilst he has worked on the Financial Planning Associations CFP Board Committee.
Having won numerous industry awards, he is the “2015 National Investment Adviser of the Year” awarded by the Independent Financial Adviser (IFA) Magazine, whilst also being a finalist in the 2015 SMSF Adviser of the Year. He was nominated again in 2016 as a finalist for SMSF Adviser of the Year as well as Investment Adviser of the Year, whilst again in 2017 for SMSF Adviser of the Year.
Cameron writes and is quoted regularly on Financial Planning issues in the Age, Australian Financial Review and The Australian and has been profiled in BRW Magazine.
Why are we independent?
Unfortunately, for too long the public has not been able to trust in the advice of most financial planners. Tainted by commissions and schemes designed to sell the product of their masters has meant that most advice couldn’t be relied upon. When starting our business, we wanted to be different. We wanted our business to reflect who we were. As such, our advice is100% independent.
We receive no ‘kick backs’ or ‘incentives’ from any product or investment that we recommend to you. None. Never. 0%. Ever, ever, ever. Our work is paid for by the fee you agree to before we start. This allows us to be ruthless about the effectiveness of the strategies, products and services we recommend to you. If we think something is a good idea it’s because we think it is a good idea, not because someone offered us an incentive. To learn more about who we areclick here.
How we do it?
Cameron and his partners at Independent Wealth Partners work with their clients to help them understand and achieve their dreams, goals and aspirations.We do this by working together togive advice that empowers our clients to align ‘their money’ with the things that matter to them most, giving them the clarity, control and freedom to live a full life.
For some clients, this might be spending 6 months travelling the world, or maybe a dream of a quiet life in the country, or perhaps its being able to get out of the rat race and retire as soon as possible.Our specialty is to help our clients identify what they want to do, provide independent advice tailored to this and then chart a course to ensure it’s achieved.
We’re working for you. Full stop.
Testimonials
“Independent Wealth Partners and in particular Cameron Howlett have recently steered me back on track with my finances after I had received some extremely poor financial advice from my previous financial adviser, who I had been seeing for some years. I am forever grateful to Cameron for his honesty, competence and professionalism as a financial adviser, he has filled me with the confidence that I am now finally on the right path to achieving the goals I had originally set out a few years ago.” Sarah Fitzgerald
“My wife and I have been receiving advice and services from Cameron Howlett for over seven years. His experienced and practical advice and management has helped us achieve all our objectives and retire two years earlier than planned, with confidence. Cameron is a much trusted professional adviser who we highly recommend. He is fun and personable when making us think about, not just our financial objectives, but also our aspirations and dreams. He is also very patient and diligent in explaining things. We could not be happier.” – Ian Bramstedt
“Cameron and the team at Independent Wealth Partners have been fantastic to deal with. My partner and I landed there after an extensive search, looking for independent advice as well as hoping to build a long term professional relationship. Cameron has provided exactly that, giving us guidance and clarity on our direction, and importantly, helping us stay focused on our goals. Cameron is fantastic to deal with, making us feel comfortable immediately, is extremely personable and trustworthy, which is important to us in a relationship of this nature. Highly recommended!” Nicholas Twomey
Book in a call byclicking on this linkor check out more aboutIndependent Wealth Partners
Office
Independent Wealth Partners
L16, 530 Collins St, Melbourne Vic 3000
Contact –Cameron Howlettor phone 03 83939371
Chris Giaouris– Chronos Private
“Chris believes financial planning is not solely about investments or strategies, but more importantly, it is about helping people make smart choices with their money so they can focus on things more important than money.”
Chris has been providing wealth management and holistic financial advice to like-minded clients since 2008. This was initially with a boutique firm called Heraud Harrison who were one of the founding firms that later merged to create the Shadforth Financial Group (SFG). Chris was fortunate enough to create a number of fantastic relationships with clients and colleagues alike, many of those still being in his life today. But in 2016 he decided to leave SFG to build a boutique practise which would be (and still is) focussed on a client centric and evidence-based approach.
Chris co-founded Chronos Private as he wanted to create a fun and vibrant environment for staff and clients alike. Sadly, for many Australians, planning for their future is something that either finds its way into the “too hard basket” or gets neglected as everybody is so time poor. Chris’ goal is to help clients find their ideal lives, whatever that may look like, whilst at the same time simplifying those things that the world loves to overcomplicate. Clearly that involves providing clients with advice but not to be forgotten is also providing clients with education – this is equally important in Chris’ view.
Chris holds a Bachelor of Commerce from Deakin University, is a Certified Financial Planner (CFP®) and member of the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional Financial Advisors around the world. Chris is also a proud member and accredited advisor with the ‘RIAA’ or ‘Responsible Investment Association of Australasia’.
As we all know though, life isn’t just about money! Chris is a passionate fan of most sports and loves to live an active lifestyle, be that in the gym, on the golf course or the closest National Park. Chris is also lucky enough to hear so many amazing travel stories from his clients so as you’d expect, the travel bug is regularly spreading through his household (although not so much in 2020…!).
OfficeSuite 2, Level 5, 459 Little Collins Street Melbourne VIC 3000
Stevie-Jade Turner – Verse Wealth
CERTIFIED FINANCIAL PLANNER
I’m a Financial Adviser at Verse Wealth, a team of multi-award-winning financial advisers.
I love helping people, and from an early age I’ve had an affinity for complex maths and enjoyed problem solving. It was this combination that lead me to a career in financial advice in 2009. I’ve since spent more than a decade helping clients achieve goals and feel financially secure, as well as coaching many Financial Advisers. I’m passionate about advice that is truly personalised, strategic and I love thinking outside the box to figure out how clients can make sure their money is really serving them.
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
- 2022 Independent Financial Advisers Goals Based Adviser of the Year
- 2021 Independent Financial Advisers Excellence Award
- 2021 Independent Financial Advisers Client Outcome of the Year
- 2020 Financial Planning Association Advice Innovation Award
- 2020 Independent Financial Advisers Client Servicing Adviser of the Year
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
Office
Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Benjamin Jongebloed – Tribeca Financial
To enable them to live their Good Life. (See what this means for you).
It’s what led me to join the Tribe at Tribeca, and why I love to come into work everyday. For myself and our team, it’s not just about improving our client’s financial position. Of course that’s important. But financial advice should be much more than that. It’s looking at building the life every client wants, and prioritising what is most important at each stage of that journey and creating a roadmap to make it happen.
That’s real, effective and meaningful financial advice. Understanding completely the immediate and long-term goals of each client, and developing a relevant and realistic plan – together.
We achieve this in a number of ways, by simply sitting down and listening (this can’t be undervalued), as well as using some of our unique Tribeca tools such as the 10-3-Now goal setting exercise and Financial Wellbeing Matrix. (See all the services we offer)
All these things add up to providing true and measurable value. Isn’t that what a client should deserve? To really know what they are getting for their money. At Tribeca we call this The Value Factor, where we clearly define the value a client can expect annually and over a period of years through evidence-based quantitative (returns, assets growth, cashflow) and qualitative (trust, assurance, relief) forecasts.
I love this open and upfront approach. It reflects how I like to live my life, and how I like to work with my clients – with honesty, empathy and respect. (See my LinkedIn profile).
I’m keen for a broader view of life and finance, my stint working in the UK not only fuelled and expanded my skills in investment advice as a Certified Financial Planner (CFP), it allowed me to return with a greater perspective and appreciation of the role I can play in his client’s lives.
I’m also a strong believer in living life to the full and enabling my clients to do the same.
If you would like to see how I can help you live your Good Life, book in a free 15-minute phone consultation by calling 1300 388 285 or booking online.
And to learn more about Tribeca Financial please click here.
Office
Level 1, 110 Church Street, Hawthorn VIC 3122
Chris Haggart – Independent Wealth Partners
Chris is an owner and principal partner of Independent Wealth Partners – one of only a handful of truly independent advisers across the country.
We receive no ‘kick backs’ or ‘incentives’ from any product or investment that we recommend to you. None. Never. 0%. Ever, ever, ever.
Our work is paid for by the fee you agree to before we start. This allows us to be ruthless about the effectiveness of the strategies, products and services we recommend to you. If we think something is a good idea it’s because we think it is a good idea, not because someone offered us an incentive. To learn more about who we areclick here.
Chris has completed a Masters Degree in Applied Finance, a Bachelors Degree in Biotechnology, as well as his Diploma of Financial Planning. In 2019 and again in 2020 he was awarded a place as a finalist for ‘Holistic Adviser of the Year’ in the IFA Excellence Awards.
He is passionate about helping people live meaningful, fulfilled lives without worrying about money.
Our Approach
Aside from our independence – you will generally hear us say that ‘we do financial planning a little bit differently to most other firms.
The starting point to achieving financial independence has nothing to do with how much money you have, what your investment returns are, or how much your negatively geared property is ‘saving’ you in tax.
The starting point to great financial advice is all about you.
To deliver the true value of financial advice we need to know what drives you, what you genuinely value – what makes you want to ‘jump out of bed in the morning?’
To do this, we take the money and ‘the noise’ of life away, so we can truly understand you and what makes you happy.
Once we understand this – we then add the money back in, and tailor our advice to build a life plan that addresses you as a person, your aspirations, your desires, and goals. We do this whilst ensuring along the way that you a living a life that makes you happy – as well as financially secure.
Our Beliefs
It is with these intentions that we approach all client relationships:
- Fair, unbiased advice
- To create significant financial and emotional value to you
- To provide you with peace of mind and financial security
- To achieve the goals you or your family have set
- To create a long term, long-lasting relationship
What clients say
“What’s remarkable about Chris is that he makes sure that he understands the things that I value and my goals first, then he provides sound financial advice to help me to achieve those goals. Best of all when I lose sight of my values and goals he reminds me about what we had set out to achieve and helps me work out if that is still what I want.
Every time I sit down with Chris I walk away feeling clearer about what I want to do next with my money – and why it’s a good move to do it. He’s smart, personable and cares as much about my plans as I do.”
— Luke Hockley, Owner and Director of Midnight Sky
Book in a call byclicking on this linkor check out more aboutIndependent Wealth Partners
Office
Independent Wealth Partners
L16, 530 Collins St, Melbourne Vic 3000
Contact –Chris Haggartor phone 03 8393 9371
Campbell Sorell – Shadforth Financial Group
Campbell is one of the most awarded and experienced advisers in the industry. He is committed to helping successful people achieve all that is important to them by making smarter financial decisions. This provides them with the freedom and confidence to spend more time doing what they love.
He has been recognisedin the Barron’s Top 50 Financial Advisers in Australia in 2020, 2018 and 2017 (its inaugural year). Campbell was separately acknowledged in the 2020, 2018 and 2017 Financial Standard Top 50 most influential advisers in Australia. Campbell has also previously been a finalist in the AFR Smart Investor Masterclass for Financial Planning and short listed in the Financial Planning Association of Australia (FPA) Value of Advice Awards.
Campbell has around thirty years of industry experience and began his financial services career at Coopers & Lybrand chartered accountants (now known as PWC). He joined Shadforth founding member firm Haintz Financial Services as a Senior Financial Adviser in 2003 and was a Director. Campbell is part of Shadforth’s advisory leadership team, their national adviser forum, represents the editorial committee and is on their charity team.
He is a Certified Financial Planner practitioner, the highest accreditation in the profession. Campbell is also FASEA accredited, a SMSF Specialist Adviser, has completed a Bachelor of Business (Accounting) at Monash University and holds a Diploma of Financial Planning from Deakin University.
Campbell is a past Melbourne Chapter Committee member of the FPA and has been a Master of Ceremonies and guest speaker at major industry events/conferences. He is the author of several whitepapers, a regular media contributor and has lectured in financial planning at the University of Melbourne.
His client base includes senior executives, business owners, retirees, high net wealth individuals and not-for-profits. Campbell’s areas of expertise include goals-based investing, intergenerational wealth planning, wealth creation, superannuation planning, cashflow modelling and philanthropic services.
Away from work, Campbell enjoys spending time with family and friends. He also provides pro bono financial services, mentors other advisers and volunteers with his children’s sporting teams (typically as a coach or umpire). Campbell is passionate about a number of causes and competes in various fundraising charity events. He also invests time in his health and wellbeing, playing pennant tennis, swimming, cycling and running.
Office
Level 7, 161 Collins Street, Melbourne VIC
Chris Youssef – Wealth Investors
Chris is a Certified Financial Planner (CFP®), the pre-eminent representation of professional financial planners around the world. He lives by the Latin aphorism “scientia potentia est” (knowledge is power) and is one of the highest educated advisers in the industry. He recently completed a Master of Business Administration (MBA) and also holds a Master of Commerce.
Chris commenced his financial services career in 2007 at Goldman Sachs JBWere. He then spent a large portion of his career working in one of the largest financial planning businesses, Shadforth. He subsequently established Wealth Investors Australia.
In 2020, Chris was recognised in the Financial Standards Power50, a list of the 50 most influential financial advisers in the country. They define ‘influential’ as individuals who continue to be instrumental in shaping the future of the financial advice industry.
He joined this profession to help others achieve their personal financial goals and is passionate about developing and maintaining long term relationships with his clients. Chris believes financial planning isn’t solely about investments and strategies. It is about going through the various stages of life with his clients and helping them achieve the things that are important to them and overcome any challenges they may face.
Whilst working in wealth management he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. He has extensive experience in cashflow modelling and investing. Over the years he has provided advice to hundreds of clients.
Away from work, Chris is a father and loves spending time with his young daughter. He enjoys travelling the world with his family and believes it is extremely important to maintain a healthy and active lifestyle. He also volunteers in charity events via the Juvenile Diabetes Research Foundation (JDRF) to support the research of Australian diabetes.
About Wealth Investors
Wealth Investorsutilise an evidence-basedinvestmentapproach that is backed by decades of empirical research. Unlike most firms where you could end up with a range of advisers with varying levels of experience and qualifications, at Wealth Investors all clients are personally looked after by their directorChris Youssefwho is one of the best in the industry.
They are a comprehensive advisory firm that specialise in all aspects of wealth. Theirservicesinclude cashflow modelling, investment solutions, planning for retirement, intergenerational wealth transfer, tax optimisation, asset protection, estate planning, debt management and personal risk protection.
Utilising a client centricprocess, they start by understanding what’s important to you and utilise their expertise to provide you with financial advice. Their aim is to be part of your life journey and build a genuine long-term relationship with you and your family.Their focus is on advice, they aren’t interested in “selling” products. They will simplify your financiallifeto provide you with peace of mind and allow you to focus on the things that are more important than money.
Don’t take our word for it, have a read of thetestimonialsand give them a quick call for a free consultation
Office
Level 9, 477 Collins Street, Melbourne VIC 3000
Phone:(03) 9001 0467
Chris is very flexible and provides both home visits and virtual appointments as required.
Mariana Subasic – Northeast Wealth
I am a Financial Advisor at Northeast, a unique financial planning firm in Melbourne.
My background as a refugee has given me a unique perspective on how powerful helping others can be and the difference it makes in shaping someone else’s life. It’s this knowledge that first cultivated my passion for helping people live better lives – and is the reason that I was drawn to financial advice.
My career goal is to assist women in developing a better relationship with their finances and empowering them to take charge of their financial future. There’s a misconception with what women think of when they hear the term “financial advice” and what it actually is. I aim to break down this idea to show all women that financial wellbeing is truly achievable and can be done on their own terms.
My advice
Throughout my 9 years in financial advice, I have learned that all humans have a common goal – be financially free to live the life they truly want. My approach with my clients is to really spend the time to get to know them and help them work out what is really important – now and in the future.
Once their life goals are set, my role is to be the professional in their corner, coaching them along their journey to their ideal life. I achieve this by providing strategic, holistic advice that encompasses all of the areas of goal setting, investing, cashflow strategies, tax planning, superannuation recommendations, insurance advice and anything else in between. Seeing my clients live a stress-free life and know they are on track to achieve their goals is the most rewarding part of what I do every single day.
Northeast is a privately owned business, which offers advice on a fee for service model. This means they’re not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. They’ve done their best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
To learn more about Northeast and the client journey,click here.
To learn more about what their clients have to say about them, click here.
If you’d like to have a short, no obligation chat about your situation, you canbook a phone call hereor visitwww.northeastwealth.com.au.
When you first deal with Josh, it will become apparent that your goals are his main priority. He takes great pride in building and maintaining a long-term relationship with his clients. Josh will love to push you out of your comfort zone to help you achieve what you never thought was possible! He’s driven by seeing his clients succeed and takes the same approach in his personal life, setting himself short, medium and long-term goals whilst living by his number one rule: Enjoy life!
Josh is a co-founder and Director of the award winning business Pursue Wealth which provides Financial Advice, Mortgage Advice and Accounting services for Go-Getters!
At Pursue Wealth, we’ve helped members travel the world, buy their first home (or secure their investment property) and start a family without ever having to worry about their finances.
Our members come from all walks of life – some have started companies, some run successful companies and some just want to prosper in their chosen career and build wealth!
If you’re in the same boat, we can help you on your journey by creating a holistic financial plan that supports your goals. This means we will look at your financial situation including your current and future lifestyle needs and make this happen.
We are experts in:
- Minimising your tax and maximising investment returns
- Finding you the best property loans
- Holistic financial planning that includes your superannuation, education funding, investing, cashflow and banking
You can find out more by visiting:http://pursuewealth.com.au/what-we-do/
If you’d like to find out more about how I can help you become more financially independent, please contact me on 03 9686 1784 or email at[emailprotected]
Book in a time to chat with the team here.
Office
Level 4, 80 Market St
South Mebourne VIC 3205
FREQUENTLY ASKED QUESTIONS ABOUT FINANCIAL ADVICE IN MELBOURNE
Financial planning is an important decision that can have a significant impact on your life. The cost of hiring the best financial advisor will vary depending upon what you need and how often it needs updating, but most financial planners offer fixed prices for their services which means there are no hidden fees or surprises once they’re established.
Generally, the Financial Planning Association (FPA) states the average initial set-up cost is around $3,300, and then around $4,300 per year for annual advice and maintenance.
The majority of the best financial advisors in Melbourne are based in the city centre. Six of our Top 10 have offices located on Collins St. However, there are a number of Melbourne financial planners who operate out of offices in The Eastern Suburbs primarily Kew, Hawthorn, Chadstone and Scoresby.
However, virtual appointments are also now the norm for many financial advisors, so if you cannot find an available financial planner near your home or office there is no need to worry. The best financial planners offer these types of services and it’s worth reaching out even when meeting face-to-face isn’t possible.
We have reviewed all of the financial advisors in Melbourne to compile a list of the best financial planners. To determine our top ten advisors, we assessed their qualifications, how long they have been advising, testimonials, and their track record of reviews on Google and Facebook. Only those that have consistent positive feedback have been included on our list of best financial planners in Melbourne.
It’s important to find the right financial planner for you, but it can be a complicated process as there are many different types of financial advisors. If you are looking for the best financial planner in Melbourne for you, here are some factors you should consider.
First, what types of qualifications and accreditations do they have? This does not necessarily make them the most capable or best financial planner, but at least you know that they’ve done the appropriate tests and registrations.
Second, what type of clients do they have and do they have any specialisations? This can help you determine if they have related experience and expertise with similar situations.
Finally, how is their communication and are you comfortable with him/her? You need to know that you can have a free line of communication with your financial planner and that they will listen to your concerns and answer your questions in a timely manner.
Need financial planning advice in another area of Australia? Check out our recommended best financial planners in:
- New South Wales: Sydney, Newcastle, Central Coast
- Victoria: Geelong
- Queensland: Brisbane, Gold Coast, Sunshine Coast, Townsville, Cairns
- Western Australia: Perth
- South Australia: Adelaide
- ACT: Canberra
- Northern Territory: Darwin
- Tasmania: Hobart
If you would prefer a female advisor, our list of the best women financial planners and advisors in Australia is a great resource.
Looking for an Accountant? Take a look at our recommendations of best accountants in Melbourne.
