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 needs enables Helen to create and develop strategies to meet their financial objectives.  This includes all aspects of wealth creation, including self-managed super funds, strategic asset allocation and modelling to ensure goals are on target and achievable. Helen is driven by results. Seeing her clients succeed gives her the energy to help new clients reach the lifestyle they desire.  Helen knows it is never too soon to aim for financial independence.

Helen has a Bachelor of Accountancy, is a qualified CPA with the Financial Planning Specialisation, is an SMSF Specialist Adviser and a Certified Financial Planner.

The post Helen Dundon appeared first on Best Financial Advisors.

More recently Bridget has become an Accredited Aged Care Professional to help clients navigate the very complex maze of Aged Care to unearth the best strategies and outcomes to suit each client’s individual needs and circumstance both financially and emotionally.

Bridget holds a Bachelor of Business with an Economics major as well as a Post Graduate Diploma in Applied Finance and Investment and is a SMSF Specialist Advisor with the SMSF Association. She is also a Fellow of the Financial Services Institute of Australasia (FINSIA) and a member of the Australian SMSF Members Association (ASMA).

The post Bridget Lamphee appeared first on Best Financial Advisors.

Mark is a member of the Financial Planning Association and is a Certified Financial Planner.

He has a keen interest in investment advice and enjoys helping people manage their financial affairs effectively that allows them to enjoy life.

Mark in his spare time enjoys Photography is a keen AFL supporter. (Go Hawks)  He is also an IT nerd.

The post Mark Draper appeared first on Best Financial Advisors.

Analysing options to find suitable ways of achieving desired client outcomes is mutually satisfying. My strong client-first philosophy has attracted a rapidly growing group of private clients as we work together on strategies and portfolios to meet their needs.

Over 13 years as a chartered accountant and financial planner brings well founded knowledge about investment matters, self managed super, retirement, aged care/estates and non-for profit portfolio advice. In doing this, it’s great to be in a truly independent investment advice team covering direct equities, managed funds, superannuation and risk management.

While I love my work, I’m mindful of the critical role within our community as Australians adapt to this Asian Century and individuals manage their wealth over the years. In promoting ethics and professionalism among my peers, I’m an active member of several professional groups – SMSF Association, Institute of Chartered Accountants and a Board role with the Financial Planning Association’s South Australian Local Chapter.

Apart from work and the satisfaction it brings, I enjoy renovating houses with my partner and for down time we are just discovering the joys of camping with our six year old son.

The post Samanthan Harrison appeared first on Best Financial Advisors.

After joining Goldsborough in 2000 Brenton became a shareholder in 2005 and a Director in 2016. Since early 2016 Brenton has been answering your questions in his weekly “On the Money” column in the Sunday Mail. He has also been actively involved in taking calls and answering your questions on talkback radio on FiveAA since 2000.

Brenton is a CERTIFIED FINANCIAL PLANNER® and holds a Diploma in Financial Planning. In 2017 he was voted one of Financial Standards FSPower50 “The 50 most influential advisers in Australia”.

A very strong family man, Brenton enjoys quality time with his family and all the activities that can entail. He’s also very active in the community, having a long and proud association with the Mitcham City Brass Band.

Being very passionate about the importance and value of financial planning, Brenton can offer you ongoing professional advice incorporating a wide range of financial planning strategies. These include:

• Wealth accumulation and risk management
• Early retirement and redundancy strategies
• Estate planning
• Retirement income streams and Centrelink
• Asset allocation and fund manager selection

The post Brenton Miegel appeared first on Best Financial Advisors.

Mark’s overriding focus is to provide holistic, professional financial planning advice to a wide range of clients, tailored to suit their individual situations and help them reach their goals at every stage of life.

Mark himself has been recognised over the years for delivering best practice advice for his clients and in 2017 he was added to the Most Trusted Adviser Network and in 2015 was shortlisted for the Financial Planning Association CFP® Professional of the Year award. He recently moved into the newly created position of general manager of MBA Financial Strategists, allowing him to oversee his team of professional financial advisers and provide strategic direction and further growth for the business.

Mark is an authorised representative and credit representative of AMP Financial Planning Pty Limited and a member of the Financial Planning Association. He is a CERTIFIED FINANCIAL PLANNER® professional and a specialist in self- managed superannuation funds and investor-directed portfolio services.

Mark is also a media spokesperson for AMP Financial Planning, providing regular commentary on personal finance in print and electronic media nationally.

Make an appointment with Mark by clicking on an appointment type on his calendar below then choose a day and then simply select a time that suits you.

The post Mark Borg appeared first on Best Financial Advisors.

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, you’re able to achieve much more – from both your money and your life.

I have a very strong desire to help people; to make the complex simple; and to solve problems. It’s what I truly enjoy doing, and also what I’m good at, so for 28 years now I’ve applied my early civil engineering skills to financial knowledge.

Having moved to the financial advice profession in the mid 80’s, I founded and grew a boutique financial advice firm, Accumulus Ltd. It was one of Adelaide’s most respected and successful advisory firms – after several acquisitions is now part of the ASX listed company, Crowe Horwath. Along the way, it was encouraging to be voted Australian Financial Planner of the Year by my peers some years ago.

After flirting with early retirement lasting just three years, I started Astute Investing (now Wotherspoon Wealth) with my son, Simon. Together, we’re focused on providing the highest level of independent advice to the Adelaide community.

When not working on the business, I enjoy adventurous travel – like walking the Inca trail, tramping in Southern NZ, bike riding through Lithuania and touring Iran. And when I’m relaxing, you’ll likely find me listening to a wide variety of music or exploring a bit of my Scottish heritage, kilts included. I also enjoy voluntary community work, often through my Rotary involvement and walking with man’s best friend.

The post John Wotherspoon appeared first on Best Financial Advisors.

With this strong technical background, Oliver is well equipped to deliver complex advice in a clear and concise manner. Oliver believes that working collaboratively with other professionals such as Accountants and Lawyers is critical in achieving superior financial outcomes.

Oliver holds a Bachelor of Commerce from the University of Adelaide and a Graduate Diploma of Financial Planning. As a Certified Financial Planner (CFP®), and a member of the Financial Planning Association of Australia, he is committed to the highest level of ethical standards in the provision of financial advice.

The post Oliver Temme appeared first on Best Financial Advisors.

With a background in accounting, Shan has an Associate Diploma of Accounting, and a Certificate in Business Advisory Services, through the Society of Certified Practising Accountants.

Shan specialises in Self-Managed Superannuation Funds (SMSF) and is a SMSF Specialist Advisor awarded by the SMSF Association. His additional areas of expertise include estate planning, advanced tax and gearing strategies, risk management for individuals, corporate and succession planning.

In addition to running Platinum Strategies, he manages three other businesses via joint venture partnerships with accounting firms. He regularly travels interstate to work with clients in Darwin, Alice Springs, Sydney and Brisbane.

Shan is an active member of the Financial Planning Association and SMSF Professionals’ Association of Australia Ltd.

Shan is an Authorised Representative of Millennium3 Financial Services Pty Ltd.

The post Shan Zavahir appeared first on Best Financial Advisors.

Steve has been recognised as a Top 10 Financial Planner in Adelaide.

Steve is the Founder of Wealth On Track. Wealth On Track is self licensed (AFSL 465168) and so is not beholden to any bank or product manufacturer.

Steve loves working with clients to achieve the best for them. He is interested in exploring the latest investment and protection trends whilst always leaving his clients well diversified and sheltered from harm.

The post Steve Greatrex appeared first on Best Financial Advisors.