The best financial advisors in Adelaide.
Financial Advisor
BAcc, CPA(FPS), CFP, SMSF Specialist Adviser SSA™ Helen has been providing high-level technical and investment advice for over 25 years and gains satisfaction from helping others build and retain wealth to achieve financial independence. Understanding a client’s personal circumstances and… More info
Principal and Sole Director
Bridget and has been in the financial services industry for almost twenty years. She has extensive knowledge and experience in all aspects of advice. She commenced as a stock broker before becoming a strategic adviser specialising in self managed super… More info
Proprietor and Adviser
Mark has been involved in the Financial Planning profession since the late 1980’s. He has been advising clients directly since the early 1990’s and prior to the establishment of GEM Capital worked with many of his existing clients at a… More info
Senior Adviser
I love working with people tailoring timely solutions ensuring their life is the way they want. Doing this with interesting people, harnesses my accounting and financial planning skills to quickly grasp each new situation. I really enjoy communicating technical issues… More info
Authorised Representative 227297
Brenton joined the financial services industry in 1990 and since 1997 has been providing comprehensive financial advice to wealth accumulators and retirees alike. After joining Goldsborough in 2000 Brenton became a shareholder in 2005 and a Director in 2016. Since… More info
Principal / Senior Financial Planner
Mark started MBA Financial Strategists as a small financial planning practice in 1985 on King William Road in Unley. MBA FS has grown to a business that now employs over 20 people and is regarded as one of AMP’s leading… More info
Director and Principal Adviser
Problem solver; innovator; former civil engineer; musician Each day I talk to people about how they want their lives to be. I help them make better choices with their money to make that a reality. When you make better decisions,… More info
Financial Planner
Oliver has worked in the financial services profession since 2004 gaining valuable experience in Adelaide, Melbourne and London. He has extensive knowledge in areas including portfolio construction, superannuation (including Self-Managed Super), wealth creation, retirement planning, tax strategies and estate planning.… More info
Managing Director
Shan Zavahir formed Platinum Strategies in 1993. He holds a Diploma of Financial Planning and is a practicing Certified Financial Planner®, which is the highest professional certification that can be awarded to a financial planner. With a background in accounting,… More info
Founder, Financial Planner
Steve Greatrex has worked in financial services since 1987, and has been a financial planner since 2002. He has a Bachelor of Commerce, Bachelor of Laws and is a Master of Applied Finance. Steve has been recognised as a Top… More info