The best financial advisors in Sydney.
Principal & Certified Financial Planner
Marisa is a CERTIFIED FINANCIAL PLANNER® professional. Marisa has worked in financial services for more than 35 years, initially in funds management and for over 23 years as a financial planner. Marisa believes that everything she does every day with… More info
Managing Director, Senior Financial Adviser
Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing… More info
Director & Adviser
Kate is a Director of Multiforte and a financial services professional with more than 25 years’ experience. She has an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading international and Australian financial services organisations… More info
Adviser
Brendon is an adviser at Lorica Partners and in 2019 was awarded Holistic Adviser of the Year in the Independent Financial Adviser Excellence Awards. He enjoys the privilege of looking after whole family groups across generations. Having previously worked in… More info
Principal and Senior Financial Planner
“Over the last 30 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping… More info
Managing Director, Representative and Financial Planner
Patrick was named as one of the Top 50 Financial Advisers in The Australian and Barron’s 2017 research. He is also a Finalist for ifa Excellence Boutique Advice Firm and Practice Principal of the Year for 2017. Patrick has ranked… More info
Director & Financial Planner
Bachelor of Business from University of Queensland Diploma of Financial Planning from Deakin University Certified Financial Planner™ (CFP™) Justice of the Peace (JP) Specialist courses in Self Managed Super Funds from Kaplan Starting off his financial planning career in 2000… More info
Certified Financial Planner
James Gerrard is a Certified Financial Planner professional having practiced within the financial services industry in Sydney since 2001. He has been recognised as one of Australia’s top 50 financial planners by the Australian Financial Review Smart Investor magazine. James is… More info
Chief Executive Officer
Greg is a financial planner, Eureka co-founder, and Chief Executive Officer of Eureka Whittaker Macnaught. In 2010 Greg became a member of the Financial Planning Association’s (FPA) Conduct Review Commission, was the FPA national conference chair for 2010 and 2011,… More info
Principal, Independent Financial Planner
I work with a select number of clients so I can give you the attention you expect. Our goal at Quantum Financial is to provide you with the highest level of tailored service. To add far more value than you… More info