In this guide
SuperGuide has always recognised that financial advice can add significant value to your retirement plans, so long as it’s truly independent, free from conflicts of interest and in the best interests of the clients.
The challenge is finding it. With that in mind, we’ve been tracking Australia’s independent financial advisers since 2010 and compiled a nationwide directory to save you some of the legwork. Listed below are the independent financial advisers that are based in Sydney and across NSW.
But before we get to the list, it needs pointing out that not just any adviser can declare they are independent. There are rigorous standards that must be complied with. Click the button below to learn what defines independent financial advice.
Sydney independent financial advisers
Bella Vista
Kingdom Stewardship Partners | |
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Unit 217 14 Lexington Drive Bella Vista NSW 2153 |
KingdomStewardshipPartners.com AFSL: 530665 |
Advisers | ||
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Edward Mendigorin | edward@kingdomspartner.com | 0405 935381 |
Brookvale
Strategy First Financial Planning Pty Ltd | |
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55 / 117 Old Pittwater Road Brookvale NSW 2100 |
AFSL: 290771 |
Advisers | ||
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Christopher Ralph Gilmour | chrisg@strategyfirst.com.au | (02) 90910080 |
David Clifford Price | davidp@strategyfirst.com.au | (02) 90910080 |
Donald Craig Foster | donf@strategyfirst.com.au | (02) 90910080 |
Erin Maree Hallinan Coyle | erinc@strategyfirst.com.au | (02) 90910080 |
Rhys Jamie Moorhouse Phillips | rhysp@strategyfirst.com.au | (02) 90910080 |
Your Private Advisers | |
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Suite 212, 117 Old Pittwater Road Brookvale NSW 2100 |
AFSL: 464629 |
Advisers | ||
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Michael Radalj | michael.radalj@yourprivateadvisers.com.au | (02) 99224699 |
Chatswood
Quantum Financial | |
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Level 3 9 Help St Chatswood NSW 2067 |
AFSL: 239200 |
Advisers | ||
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Christine Fenech | info@quantumfinancial.com.au | (02) 80840453 |
Claire Mackay | (02) 80840453 | |
Ricky Truong | (02) 80840453 | |
Tim Mackay | (02) 80840453 |
Coffs Harbour
Waterfall Way Associates | |
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Suite 607 24 Moonee St Coffs Harbour NSW 2450 |
AFSL: 318105 |
Advisers | ||
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Dacian Moses | dmoses@waterfallfp.com.au | (02) 66500522 |
Cronulla
Allied Wealth | |
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Unit 5, Level 1 2-6 Kingsway Cronulla NSW 2230 |
AFSL: 528160 |
Advisers | ||
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David O'Hara | david@alliedwealth.com.au | 0414 878775 |
Narrabeen
Naked Wealth Advisory | |
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136 Lagoon Street Narrabeen NSW 2101 |
AFSL: Independent Financial Advice & Education |
Advisers | ||
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David Harper | dave@nakedwealth.net.au |
Neutral Bay
Arc Financial Solutions | |
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Suite 102, Waters Road Executive Suites 12 Waters Road Neutral Bay NSW 2089 |
AFSL: 319288 |
Advisers | ||
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Jo-Anne Nelson | joanne@arcfs.com.au | (02) 80430933 |
North Sydney
The Professional Super Advisers | |
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Suite 904 83 Mount Street North Sydney NSW 2060 |
AFSL: 321895 |
Advisers | ||
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Kevin Smith | enquiries@thepsa.com.au | (02) 99555800 |
Orange
Daniel Crump Financial Planning | |
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Greengate Shopping Centre 2 Prince Street Orange NSW 2800 |
AFSL: 530665 |
Advisers | ||
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Daniel Crump | enquiry@danielcrumpfp.com.au | 0418 148622 |
Parramatta
Now Accounting | |
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23 Fennell Street Parramatta NSW 2150 |
AFSL: 526742 |
Advisers | ||
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Adrian Pinkewich | reception@nowaccounting.com.au | (02) 95834133 |
Pyrmont
FM Financial Solutions | |
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Suite 2.12 55 Miller St Pyrmont NSW 2009 |
www.fmfinancialsolutions.com.au AFSL: 327277 |
Advisers | ||
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Fergus Hardingham | FergusH@fmfinancialsolutions.com.au | (02) 95187822 |
Sutherland
Liquidity Independent Advisers | |
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122 Flora Street Sutherland NSW 2232 |
AFSL: PDFP PTY LTD 293538 |
Advisers | ||
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Deborah Lin | debbie@liquidityfp.com.au | (02) 95800933 |
Sydney
Allied Wealth | |
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Suite 6, Level 12 14 Martin Place Sydney NSW 2000 |
AFSL: 528160 |
Advisers | ||
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Gregory Barter | greg@alliedwealth.com.au | 0419 108389 |
Jessica Brizuela | jess@alliedwealth.com.au | 0405 823941 |
Jonah Sukkar | jonah@alliedwealth.com.au | 0450 784845 |
Bennelong Private Wealth | |
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Level 8 65 York St Sydney NSW 2000 |
AFSL: 296152 |
Advisers | ||
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Bill Raffle | braffle@bennelongprivatewealth.com.au | (02) 82151514 |
Custom Accounting | |
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Level 24, Three International Towers 300 Barangaroo Ave Sydney NSW 2000 |
AFSL: 286854 |
Advisers | ||
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Stephanie O'Connor | admin@customaccounting.com.au | 1300 132545 |
Independent Wealth Advice | |
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Suite 6, Level 12 14 Martin Place Sydney NSW 2000 |
AFSL: 528160 |
Advisers | ||
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Andrew Darroch | andy@iwadvice.com.au | 1300 978737 |
Plutus Financial Guidance | |
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Angel Place Level 17 123 Pitt Street Sydney NSW 2000 |
www.plutusfinancialguidance.com.au AFSL: 517944 |
Advisers | ||
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Vince Lam | vince@plutusfinancialguidance.com.au |
Providence Wealth Advisory Group | |
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Level 9 20 Martin Place Sydney NSW 2000 |
AFSL: 245635 |
Advisers | ||
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Carlo Queddeng | (02) 92399333 | |
Grant Patterson | (02) 92399333 | |
Harry Buckeridge | leeza@providencewealth.com.au | (02) 92399333 |
James Smith | (02) 92399333 | |
Michael Ogg | (02) 92399333 | |
William Porter | (02) 92399333 |
Wealth Simplicity | |
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Lv 10 23-25 Hunter Street Sydney NSW 2000 |
AFSL: 513615 (Wealth Simplicity Group Pty Ltd) |
Advisers | ||
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Rob Gilmour | rob.gilmour@wealthsimplicity.com | (02) 90526966 |
Wagga Wagga
Blackbird Wealth Management | |
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76 Morgan Street Wagga Wagga NSW 2650 |
AFSL: Independent Financial Advisers Australia |
Advisers | ||
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Graham Cotter | graham@blackbirdwm.com.au | (02) 59549333 |
West Ryde
Securus Retirement Solutions | |
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63 Winbourne St East West Ryde NSW 2114 |
AFSL: Catalpa Pty Ltd |
Advisers | ||
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Peter Lillicrap | enquiry@securusrs.com.au | 0411 621707 |
NSW regional independent financial advisers
Ballina
Evolution Financial Planning | |
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4 / 122 Tamar St Ballina NSW 2478 |
AFSL: 412063 |
Advisers | ||
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James Cruz | james@evolutionfinancial.com.au | (02) 66811911 |
Coledale
Allied Wealth | |
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741 Lawrence Hargrave Drive Coledale NSW 2000 |
AFSL: 528160 |
Advisers | ||
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Christopher Rae | chris@alliedwealth.com.au | (02) 90623230 |
Hamilton South
Braeside Wealth | |
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61 Stewart Avenue Hamilton South NSW 2303 |
AFSL: 53856 |
Advisers | ||
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Lance Swansbra | lance@braesidewealth.com.au | (02) 40132966 |
Lake Macquarie
Finspire Advisers | |
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Office 3, 16/44 Linden Avenue Lake Macquarie NSW 2282 |
AFSL: Catalpa Pty LTd |
Advisers | ||
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Christopher Keating | chris@finspire.com.au | (02) 40724450 |
Rickie Latimore | rick@finspire.com.au | 0432 481559 |
Orange
Wealth Train | |
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65 Sale St Orange NSW 2800 |
AFSL: 520963 |
Advisers | ||
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Daniel McGregor | daniel@wealthtrain.com.au | 0411 484464 |
Tamworth
When Financial Solutions | |
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133 Marius Street Tamworth NSW 2340 |
AFSL: Catalpa |
Advisers | ||
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James McMaster | jamesm@whenfs.com.au | 0457 526376 |
Independent financial advisers for other states
There are more than 100 independent financial advisers across Australia, who are listed in the following guides.
Are you an independent financial adviser?
If you’re an independent financial adviser that would like to be included on this list, please follow the instructions here.
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