Australian Unity Personal Financial Services
Adrian is a passionate Wealth Adviser recognised for his technical expertise and trusted advice.
Adrian is the only Adviser in Australia that is a Certified Financial Planner®, a Qualified Accountant, a Registered Tax Practitioner and a SMSF Specialist Adviser that holds degrees in Economics, Law, Financial Planning and Investment Management, as well as specialist qualifications in derivatives.
Adrian consults to the Financial Planning Association as a subject matter expert where he assists with the writing and review of course materials and assessments for the Certified Financial Planner® education program.
Adrian sits on a number of national committees representing the profession on taxation and superannuation law matters. He is a regular contributor to numerous national publications.
Wealth Planning Matters
Authorised rep of Custom Wealth Solutions Dealer Services (AFSL 301642)
I have been in financial services since 1991, later establishing my own company Wealth Planning Partners. I love being a part of my clients’ journey and helping them articulate and achieve their financial goals.
I take the approach of protecting the assets my clients have already worked so hard to amass before tackling future wealth creation goals and breaking the planning process down into manageable pieces.
My team and I specialize in Self-Managed Superannuation Funds, Protection Strategies and Small Business Risk Mitigation assessments.
Story Wealth Management
Financial Planning is all about creating a better future: for myself and my family, my clients, and our world.
With over 30 years working in finance and financial planning and degrees and certifications including: Certified Financial Planner®, Certified Practicing Accountant (CPA), Bachelor of Business (Accounting) and a Masters in Applied Finance as well as a long string of awards based on the results we’ve achieved for our clients it goes without saying that I know what I’m doing and have the results to prove it.
Sometimes people ask what difference a financial planner makes. I like to use the analogy of a personal trainer vs. a gym membership. You’ll get something out of your gym membership (provided you actually use it), but a personal trainer will help you achieve your goals much faster, with less worry and risk. In the same way, when you work with an award-winning financial planner you don’t just see progress in your financial affairs, you see yourself steadily moving from milestone to milestone as your goal comes ever closer.
In addition to client work I am also on several boards and committees, including the Securitor Financial Group National Advisory Council; Deakin University Department of Accounting Advisory Board; and the Future2 Foundation Board.
Shadforth Financial Group
Shadforth Financial Group Limited (AFSL 318613)
Chris is a CERTIFIED FINANCIAL PLANNER® professional and has been providing personal wealth management and financial advice since 2008. Over this time he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. Chris also has extensive experience in the UK Pension sector where he has assisted a number of clients with the transfer of their UK superannuation capital to Australia.
He believes financial planning is not solely about investments or strategies, but more importantly it is about helping you (the client) make smart choices with your money so you can focus on things more important than money.
Quantum Financial Services
Quantum Financial Services Australia Pty Ltd (AFSL 239200)
Claire CFP® CA CTA BCom LLB LLM CA-SMSF Specialist provides her clients with the certainty & confidence they need to plan for their family’s financial future. Claire is the only financial planner in Australia to hold financial planning, legal, tax, accounting & SMSF professional qualifications. In recognition of Claire’s SMSF skills the ATO asked Claire to sit on their peak industry consultative body for SMSFs.
An award winning financial planner and SMSF specialist, Claire regularly provide expert commentary on ABC TV & in the AFR & other Fairfax publications.
Beames and Associates Accounting & Financial Services Pty Ltd
Authorised rep of Count Financial (AFSL 227232)
Dave Rae is an award winning CERTIFIED FINANCIAL PLANNER® based in Canberra but working with clients all over Australia. Dave takes the time to engage with clients, exploring their goals and the things that are important to them, rather than focusing solely on their investments.
He provides clients with a financial roadmap to ensure they are able to achieve the things they value and minimise the risks that may block their path. Dave is passionate about using social and digital to spread his message and can be found at www.davidjrae.com
Yield Financial Planning
The Advice Exchange
James is the founding director of Yield Financial Planning and has over 15 years experience. A CERTIFIED FINANCIAL PLANNER® professional, he also holds a Master of Commerce (Financial Planning), and a diploma of Financial Planning.
Whether you are a professional or business owner, retired or contemplating retirement, James and the team at Yield are committed to helping you grow your wealth sustainably, protect your downside and retire with confidence and peace of mind.
Roskow Independent Advisory
Roskow Independent Advisory Pty Ltd (AFSL 429377)
Matthew is a CERTIFIED FINANCIAL PLANNER® professional with over 17 years experience in the financial planning profession. Matthew believes that the true value of financial planning is about empowering and educating clients about all the options available and helping (you) the client select the option that makes the most sense to you. When advice is delivered this way, it leaves (you) the client feeling confident and at ease about the future.
Sydney Financial Planning
Authorised rep of Charter Financial Planning (AFSL 343228)
Sydney based financial advice professional, financial coach and educator.
I have dedicated my career to closing the financial education gap in Australia.
My behavioural advice expertise allows clients understand the ‘why’ behind the recommended strategies and takes the financial burden off their shoulders. It puts them in control and ultimately simplifies their life so they can enjoy it.
Advice in areas of:
Building and Preservation of Wealth | Cash Flow Analysis | Business Succession Planning | Estate Planning | Tax Effective Strategies | Debt Management | Simple Solutions to Complex Problems
MLC Advice Parramatta
Authorised rep of GWM Adviser Services (AFSL 230692)
Renee is a CERTIFIED FINANCIAL PLANNER® practitioner and holds a Bachelor of Business (Finance and Banking) and both the Diploma and Advanced Diploma of Financial Services. Renee also holds accreditation in derivatives and margin lending and Self-Managed Superannuation Funds (including borrowing).
Renee has been working in financial services for over 13 years, the last seven as a financial planner. Her technical expertise blends well with her ethos of bringing honest and transparent financial advice to each and every client. She has a true customer service focus and aims to build long-lasting relationships with her clients.
Astute Investing Pty Ltd (AFSL: 345 282)
Simon is a director of Astute Investing in Adelaide, providing truly independent financial advice for professionals and wealthy families. He is a CERTIFIED FINANCIAL PLANNER® professional and an SMSF Specialist Advisor with a Graduate Diploma of Applied Finance and a Bachelor of Business. With a focus on direct equities, Simon and the team at Astute Investing apply a disciplined value approach to portfolio management to protect and preserve capital and reliably enhance investment portfolios over time. Astute strategic advice ensures each client’s goals are met in a way that naturally fits their own personality.
Quantum Financial Services
Quantum Financial Services Australia Pty Ltd (AFSL 239200)
Tim Mackay CFP® CA MBA BEc (Hons) is passionate about providing trusted financial planning and SMSF services to his pre-retiree professional and business owner clients. Since 1997 he has held roles at Deutsche Bank, UBS and Quantum Financial in London, New York and Sydney.
He was awarded the National SPAA SMSF Best Practice Award 2013 and the NSW State Excellence in Business Ethics Award (NSW Business Chamber).
Tim appears on ABC TV and writes a column in Charter Magazine. He is regularly quoted by the AFR, Sydney Morning Herald, The Age, The Australian & Money Magazine.
Financial Planning Matters
Authorised rep of Executive Wealth Management Financial Services Pty Ltd (AFSL 245451)
I’m a proud husband and father and I advise people on money for a living. I’ve been doing this money thing for over a decade and have a keen passion for educating people on their options by simplifying information into everyday language and cutting to the chase. I try and avoid fancy words and jargon, and present information in a way that helps you make smart decisions with your hard-earned.