James Paterson has worked in the financial services industry for over 15 years and has extensive experience in financial planning. He prides himself on working closely with his clients to understand their unique needs and objectives, and draws upon his strong technical background to build comprehensive wealth management strategies.
With an intricate knowledge of superannuation, retirement planning, wealth accumulation and personal risk protection, James helps clients to examine the full context of their financial situation. Working together, he helps clients build the framework for financial success now and for years to come.
I am a FCA (Chartered Accountant) working in public practice for the last 20 years, a CFP working in the Financial Planning and Lending advice arena’s for the last 15 years and I enjoy and excel at providing advice in these professions in one seamless offering. We are proudly a fee for service professional advice firm.
I enjoy coaching and mentoring clients and use the skills and knowledge I have gained from my personal and professional experiences which can include eastern ideas from my interests in yoga over the last 10 years and martial arts over the last 30 years.
My advice strengths include super and SMSF, tax, business structures and agreements, gearing, risk protection, estate planning, budgeting and lifestyle planning
Shane Nicholas is a Director of Innate Financial Services Group based in the suburbs of Melbourne. As an independently owned business, Innate Financial Services Group provides unbiased holistic Financial Planning, Accounting and Portfolio Management advice to a broad range of clients, including Business Owners, Self-funded individuals and Executives. Shane has been working in the financial planning profession for 12 years and is a CERTIFIED FINANCIAL PLANNER and accredited SMSF Specialist Advisor.
I have been a financial adviser for almost 10 years, having previously worked in commercial banking. I am a CERTIFIED FINANCIAL PLANNER® (CFP) and I have also completed Levels 1 and 2 of the Chartered Financial Analyst (CFA) designation. I also regularly appear on SBS radio providing commentary on financial stories and issues. As part of the SGI team, I offer comprehensive advice including superannuation and retirement planning, life insurance, investment and cash flow management. My particular passion is assisting clients with understanding financial concepts so that they can make informed decisions about their future.
I am an experienced Financial Adviser, with over 9 years experience in Banking and Financial Advice. My holistic financial planning experience and viewpoint allows me to assist clients facing stressful and complicated financial questions. I create the necessary plans and strategies to improve their outcomes, find clarity, and to live the lifestyles they desire.
My areas of specialisation are Superannuation and SMSF, structuring retirement income streams, Centrelink, financial modelling and investment advice – including asset allocation, investment philosophy and volatility management.
Unified Financial Services Pty Ltd
Authorised rep of Unified Financial Services Pty Ltd
Michelle Tate-Lovery is a nationally awarded Principal Financial Planner at Unified Financial Services in Carlton Melbourne, a boutique self licensed practice. Michelle has been practicing lifestyle financial planning for 27 years.
Michelle has a deep interest in helping people attain financial sustainability in their personal financial life. She shows her clients what is really possible so they have choice and flexibility. She is dedicated to seeing her clients happier and feeling more in control, better financially organised and to make financial decisions with confidence.
Michelle specialises in collaboratively building a Financial Life Plan with a client which provides structure and direction for any life event being faced, especially retirement.
Matthew Laird has been in the financial services industry for over fourteen years and has worked for both large and small financial planning firms. He has gained extensive experience in financial planning, estate planning, insurance planning, superannuation and investment advisory services. Matthew's extensive education background includes:
•Bachelor of Commerce
•Diploma of Financial Services
•Advanced Diploma of Financial Services
•Masters in Financial Planning
•Certified Financial Planner
•SPAA SMSF Specialist Adviser
Matthew participates regularly in ongoing education to ensure he remains up to date with the latest legislation and investment strategies to ensure the best possible outcome for clients. Matthew combined has passion for independence and providing exceptional advice to comment Jigsaw Financial Planning in early 2010.
Matthew holds specialist knowledge areas in SMSF, advanced retirement strategies, superannuation and risk structuring.
MiQ Private Wealth is located in Broadbeach and continues to service our diverse client base throughout the Gold Coast, Brisbane, Sydney, Melbourne and Internationally.
Our team offers a fresh approach to Financial Planning for our clients, we make it affordable, educational and interactive. Our clients are the most important part of our business, and we are committed to helping them with a comprehensive “fee for service” solution to our clients.
Our Comprehensive Financial Planning Service covering Strategic Advice, Wealth Creation, Gearing, Superannuation/SMSF, Investments, Retirement and Personal Insurance.
Our 1st Consultation is always FREE and you are under no obligation.
I am an award winning CFP and founding partner of VISIS Private Wealth, an independently owned full service Financial Advisory firm. In 2014 I received the Certified Financial Planner of the year award in Queensland. My career to date spans over 16 years advising clients around Australia and the world.
I work primarily with High Net Wealth Individuals and Pre-Retirees. My expertise in the areas of Executive Remuneration and Share Plans coupled with a comprehensive knowledge of taxation, superannuation and investment strategies has led to being acknowledged as an expert in my field.
With money and financial stability among the top three fears of many Australians, Capital Wealth Group was established to provide financial and investment understanding. We take the time to unearth our client’s current and desired financial position. Drawing on our experience and professional education, we explain, the simple laws that govern money and how to set the strongest foundation to construct and grow wealth.
With 10 years experience I help young family's ensure that they can manage finacially when life throughs them curves balls and ensuring they don’t worry about money and spend more time with their family while specialising on personal insurances.
I have been a practicing financial planner for over 11 years and I am passionate about working with my clients to help achieve both their financial and lifestyle goals. I work collaboratively with my clients to attain a higher level of financial security and certainty through education and effective strategic and investment management which I believe are the keys to long term success. I focus my experience in helping clients maximise their wealth and achieve peace of mind and have a keen interest in assisting young professionals looking to establish their financial future as well as pre and post retirees navigate through a range of personal and financial decisions they face during this critical time.
I have been a practising financial planner for over 12 years and my goal as a financial planner is to make a positive contribution to my clients through professional strategic advice. My approach is to work with clients to unlock their goals and to develop a plan to achieve this in a straightforward and no nonsense way.
My areas of specialisation are, Self Managed Superannuation, Wealth Accumulation Strategies, and Estate Planning. I have had experience dealing with senior executives, small business owners and professionals.
I have been in the financial planning industry since 1999 and advising since 2004. I empower my clients to make informed decision about how to optimize their financial savings, assets, investments and superannuation. By taking control of their money they can banish worry and concentrate on achieving their desired goals to carve a pathway to retirement with clarity, certainty and confidence.
I specialise in Superannuation and Retirement Planning.
I have been a practising values based financial planner for over 15 years and I believe in using my skills and knowledge to help clients unlock their goals and to develop a plan to achieve this in a straightforward and no nonsense way. I am passionate about lifestyle planning and the need to balance the living of today with planning for the future. My area of expertise is mostly retirement planning including Centrelink/Aged Care strategies with a growing focus on wealth creation strategies for the younger market.
I have more than 13 years experience as a Financial Advisor. I help clients achieve their financial objectives and lifestyle goals by guiding them through the ever changing superannuation landscape, and help to clear the confusion of the seemingly endless rules and regulations. I enjoy seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them.
I am a CFP® member of the FPA and an Associate Member of the SMSF Association, have a Bachelor of Commerce and Bachelor of Arts Double Degree, and hold a Graduate Diploma of Financial Planning (FINSIA) post-graduate qualification.
My areas of specialisation includes retirement planning including transition to retirement strategies, Self-managed Super Fund (SMSFs), investing for growth in the long term, estate planning and life insurance and risk protection.
Darren Johns is one of Australia’s only Financial Life Planners and founder of Align Financial, an independently owned financial planning business.
Having spent more than 30,000 hours in the financial services industry, Darren’s counsel is sought to combine left-brain logic with right-brain understanding.
His writing, thinking, speaking and questioning have made him one of Sydney’s most trusted resources for people who realise that time is finite and that more money doesn’t equal more happiness.
I have been practicing as an Adviser since 2001 and believe in assisting clients with the Wealth Planning Partners Way – to Secure, Build and Succeed with their finances.
We are committed to ensuring our clients have protected all that they’ve worked so hard for, and look at wealth creation strategies to help take care of the future.
We enjoy assisting those in small business, with families, and those with a bit of complexity in their financial situation that need help in getting it all together.
We specialise in Superannuation, Insurance and Self-Managed Super Funds.
Finance Women Pty Ltd
Authorised rep of Dover Financial Advisers Pty Ltd
I founded Finance Women to empower women to make informed financial decisions. Our advice is practical and straightforward. We respect our clients and their life experiences and take the time to understand and address their priorities and concerns. Whether you need advice on one issue or a review of your total financial situation, our service is flexible to your needs.
My 12 years’ experience as a financial planner has shown me that financial planning is more than the numbers on a page, it has to fit with the practicalities of your life and allow you to feel confident, comfortable and in control.
I have been working in the financial planning industry for over 7 years. During this time I have been able to help and educate my clients so that they can make informed decisions regarding their financial future. I am passionate about assisting my clients achieve their goals and take pride in the long term relationships that I have built with my clients. My areas of specialisation include superannuation, retirement planning and retirement, investments, personal risk projections, social security, estate planning, savings and budgeting.
I have over seven years’ experience in comprehensive, strategic financial planning and personal wealth management.
I established Wealth Elements in 2012 with the vision to develop a personal advisory service that is truly independent and objective in its delivery of personal financial advice. My mission is to lead Wealth Elements into the professional services era of financial planning in Australia.
I am passionate about seeing young families achieve measurable progress towards their most valued financial objectives.
I've dedicated my career to educating people about what really matters about money, what they need to know and what is just noise. I believe that having practical understanding of what can appear to be a very complex issue and having a clear plan empowers people to achieve greatness.
I make money issues look simple, elegant, easy to digest and practical. I'm convinced it’s the only way to accomplish anything in the busy and dynamic environment we live in. You only need to know what's relevant to you. Everything else is commentary…
My specialty is helping people to open up and have an honest conversation about where they are financially and why. Then inspiring them to get proactively involved in the process of planning their lives by providing practical guidance and ongoing money coaching.
Focus Private Wealth Pty Ltd
Authorised rep of Arabin-Foye Private Wealth Pty Ltd
I am a Certified Financial Planner and a SMSF Specialist Advisor and have been involved in financial planning for over 8 years. I am passionate about providing Australian the most appropriate financial advice and helping other financial advisors to do so via technical support services.
I specialise in Self Managed Super Fund, Retirement / Superannuation Planning, social security planning, Aged Care and debt management.
For me raising Financial Awareness in the community is one of the most important duties of what I do. It is through this I hope to be able to provide a tailored solution to help people make an educated decision on the best way for them to navigate their financial landscape.
I have been working in the Financial Planning industry since 2008. My experience in working with a range of clients from families, to Small Business Owners to Retirees ensures that I will evaluate every viable angle in helping clients plan for their’ futures.
Away from the office I enjoy keeping active, I like to play football with the Horsham Saints Football & Netball Club & Enjoy Spending time with Family & Friends.
Karen is a CERTIFIED FINANCIAL PLANNER and an Accredited Aged Care Professional with over 15 years experience in this profession. Karen's qualifications include a Diploma in Financial Planning as well as specialist courses in self managed super funds, direct shares and aged care. Karen loves working with people who strive to attain all that they dream of. She ensures her clients find every opportunity to protect and grow their wealth by listening to their unique needs and finding out what's important to them, whether that is protecting their family, saving for the future, or growing their business. Her passion is to educate her clients, helping them to understand their financial situation and make informed decisions that allow them to meet their aspirations.
Authorised rep of The FinancialLink Group Pty Ltd
I have been a practicing Financial Adviser since 1987 and assisted many clients to build or preserve their wealth by taking the time to truly understand a clients position and to work closely with them in reviewing, setting and achieving the goals they determine important to them.
Our practice constantly works with our clients in providing total unbiased advice in all matters financial including Superannuation and Retirement planning, Investing to build and maintain Wealth, Estate and Succession planning ,the use of insurance for protection of their life, income, debt or business health, as well as wealth preservation.