Melbourne, VIC Financial Planner

( 3 Reviews )
IOOF Holdings Ltd Logo

IOOF Holdings Ltd

Financial Planner

Level 6/161 Collins St Melbourne, VIC 3000
Christopher Fairley

Great experience

( 53 Reviews )
Akambo Financial Group Logo

Akambo Financial Group

Financial Planner

level 14/379 Collins St Melbourne, VIC 3000
Wendy Fontana

Sarah Wang has been very helpful and proactive in looking after our fund. We have relied on her and Akambo to ensure that our future funds are there for our advancing age ... more

( 12 Reviews )
McQueen Group Logo

McQueen Group

Financial Planner

21/357 Collins St Melbourne, VIC 3000
graeme webster

Our advisors at McQueen have been the informed, skilled and focused bedrock upon which our superannuation portfolio has been established and grown so nicely. You couldn't ... more

( 3 Reviews )
Eden ADVICE Logo

Eden ADVICE

Financial Planner

level 3/91 William St Melbourne, VIC 3000
Melissa L

I am quite a way off retirement, but I wanted to set myself up to reach my financial goals for now and the future. I wanted an adviser who would educate and empower me to ... more

( 5 Reviews )
Joe Vitale Financial Services Pty Ltd Logo

Joe Vitale Financial Services Pty Ltd

Financial Planner

Suite 1.01, Level 1/390 St Kilda Rd Melbourne, VIC 3004
Vince

Joe Vitale Financial Services is truly amazing and awesome. Highly recommend. An absolute pleasure to deal with . Professional, courteous, friendly and goes the ext ... more

( 4 Reviews )
Ability Financial Planning Logo

Ability Financial Planning

Financial Planner

318/370 St Kilda Rd Melbourne, VIC 3004
Beverley Cartwright

Im delighted with the services provided by Ability Financial Planning. I was so worried about having enough money to retire and live comfortably. I had no idea what to do ... more

( 27 Reviews )
Cruz Financial Planning Logo

Cruz Financial Planning

Financial Planner

L35/477 Collins St Melbourne, VIC 3000
Billy Ward

I've had an incredible experience with Jayden and the team at Cruz Financial Planning. This was my first time engaging a financial advisor and I wasn't sure what to expec ... more

( 13 Reviews )
Capstone Financial Planning Pty Ltd Logo

Capstone Financial Planning Pty Ltd

Financial Planner

Level 1/607 Bourke St Melbourne, VIC 3000
Chris Kouteris

Positive: Quality, Value

( 22 Reviews )
Jensen Financial Planning Logo

Jensen Financial Planning

Financial Planner

Level 8/90 Collins St Melbourne, VIC 3000
Derek Campbell

Positive: Professionalism, Quality, Responsiveness, Value

( 2 Reviews )
Principal Partners Logo

Principal Partners

Financial Planner

Lvl 22/500 Collins St Melbourne, VIC 3000
Richard Ali

For more than twenty years, John Brady & Principal Partners, have managed my financial affairs. Their services have always been exceptional. Professional, personal & dili ... more

( 2 Reviews )
Intralink Wealth Management Logo

Intralink Wealth Management

Financial Planner

10/360 Collins St Melbourne, VIC 3000
Wayne Darrington

In these difficult times, Tim, Paul and Ben have been terrific in their management of my portfolio. Transparency and clear communication is paramount in any relationship ... more

( 3 Reviews )
Bridgewood Private Wealth Logo

Bridgewood Private Wealth

Financial Planner

Level 6/484 St Kilda Rd Melbourne, VIC 3004
Ruth Byrne

Jake and the team are a pleasure to deal with. They have helped us understand where we are going and how to get there - without any stress. Highly recommend to all.

( 4 Reviews )
Tenfold Wealth Logo

Tenfold Wealth

Financial Planner

Level 8/616 St Kilda Rd Melbourne, VIC 3004
Kyle M

I couldn't be more happy with Daniel and the team at Tenfold Wealth. They have been incredibly helpful throughout the process. I would highly recommend them for financi ... more

( 2 Reviews )
First Pacific Financial Services Pty Ltd Logo

First Pacific Financial Services Pty Ltd

Financial Planner

St Kilda Rd Towers, U624/1 Queens Rd Melbourne, VIC 3004
Selena Khoo

Has provided sound advice with follow up to ensure investments are meeting set objectives.

( 41 Reviews )
Bongiorno Group Logo

Bongiorno Group

Financial Planner

431 St Kilda Rd Melbourne, VIC 3004
Elsa Gladigau

Very happy with Bongiorno. Ada Batsaki has been amazing with regard to tax matters - highly knowledgable, skilled and proficient. Vanessa Smith has provided me solid fina ... more

( 4 Reviews )
First Financial Melbourne Logo

First Financial Melbourne

Financial Planner

Level 2/90 Collins St Melbourne, VIC 3000
Hamidreza sa'adat

Their team is very knowledgeable in wealth management.

( 14 Reviews )
TruWealth Advice Logo

TruWealth Advice

Financial Planner

Level 13/200 Queen St Melbourne, VIC 3000
Vidya Nettheim

Super helpful ! Clear information

( 16 Reviews )
CCA Financial Planners Logo

CCA Financial Planners

Financial Planner

Suite 19 Level 15/401 Docklands Dr Melbourne, VIC 3000
faye bugeja

Positive: Professionalism, Responsiveness

( 22 Reviews )
Rancie Financial Logo

Rancie Financial

Financial Planner

4/416-420 Collins St Melbourne, VIC 3000
Counsel Family

John and his team offer excellent, thoughtful advice and services that deliver measurable results where they count in your bank! (What's with the 1 star rating? 14 review ... more

( 13 Reviews )
MWL Financial Group Logo

MWL Financial Group

Financial Planner

Level 5/574 St Kilda Rd Melbourne, VIC 3004
Jeff Giles

Very happy with Mark Konstanty's prompt and efficient service.

( 1 Reviews )
AWA Financial Group Logo

AWA Financial Group

Financial Planner

5/21 Victoria St Melbourne, VIC 3000
( 20 Reviews )
Wealth Investors Logo

Wealth Investors

Financial Planner

Level 9/477 Collins St Melbourne, VIC 3000
Kate Wilson

Chris was so easy to work with, having never seen a financial advisor before, he took the time to explain options and was patient with my many questions. I feel at ease k ... more

( 6 Reviews )
Toro Wealth Financial Advice Logo

Toro Wealth Financial Advice

Financial Planner

Level 8/350 Collins St Melbourne, VIC 3000
Rebecca Mitchell

Barbara and Shane were exceptional. They provided thorough financial advice, with multiple options. The process was very straight forward and simple. They were compassion ... more

( 1 Reviews )
Redi Financial Pty Ltd Logo

Redi Financial Pty Ltd

Financial Planner

703/167-169 Queen St Melbourne, VIC 3000
( 7 Reviews )
Kofkin Bond & Co - Melbourne Logo

Kofkin Bond & Co - Melbourne

Financial Planner

9/21 Victoria St Melbourne, VIC 3000
Amali

Vaughan was incredibly helpful, patient and caring in our consultation when I was seeking support for my parents to get them ready for retirement. Would highly recommend ... more

( 10 Reviews )
Hudson Advisory Group Logo

Hudson Advisory Group

Financial Planner

Suite 1/06 424 St Kilda Rd Melbourne, VIC 3004
Graham Hall

I recently retired and Tung and Michael have helped me to sort out my finances. They took the time to understand my situation and helped me to invest my super, in a way ... more

( 1 Reviews )
Fiducian Financial Services Logo

Fiducian Financial Services

Financial Planner

Level 14/Suite 1424, Level 14, 1 Queens Rd Melbourne, VIC 3004
( 1 Reviews )
Think Independent Logo

Think Independent

Financial Planner

Level 17/31 Queen St Melbourne, VIC 3000
( 28 Reviews )
ProSolution Private Clients Logo

ProSolution Private Clients

Financial Planner

8/31 Queen St Melbourne, VIC 3000
Russell Fairlie

ProSolution Private Clients has a great team of professionals that provide prompt and informed advice to assist with the future financial wellbeing of their clients.

( 3 Reviews )
Vision Group Logo

Vision Group

Financial Planner

Level 8/10 Queens Rd Melbourne, VIC 3004
( 2 Reviews )
LFS Advice Solutions Logo

LFS Advice Solutions

Financial Planner

7/333 Collins St Melbourne, VIC 3000
Sukhdeep Batra

I just finished up my internship at LFS and had an awesome experience. The LFS team taught me the value of excellent customer service as they go out of their way to servi ... more

( 6 Reviews )
Cashel Family Office Logo

Cashel Family Office

Financial Planner

Level 14/1 Collins St Melbourne, VIC 3000
Robert Smith

I kept getting emails and contact from cashel family office and told them I didnt apply! They replied to my review saying it was malice as they rejected me. This is not t ... more

( 25 Reviews )
Freedom Finance Australia Logo

Freedom Finance Australia

Financial Planner

Level 14/636 St Kilda Rd Melbourne, VIC 3004
M

They are very helpful and supportive. Always happy to explain anything I don't understand. They also care about the relationship with you which is refreshing. Everyone sh ... more

( 144 Reviews )
Endorphin Wealth Management Logo

Endorphin Wealth Management

Financial Planner

Level 4/50 Queen St Melbourne, VIC 3000
William Dai

Great service, easy to communicate. Always following up with the client, and always happy to answer all the client's questions. Alexander Rankin is my adviser and he is v ... more

( 24 Reviews )
PLATINUM FINANCIERS Logo

PLATINUM FINANCIERS

Financial Planner

Suite 1511/1 Queens Rd Melbourne, VIC 3004
Tammy Robinson

Highly recommend. Nick was fantastic. He worked really hard to get the best outcome for us. He kept us up to date with regular communication and patiently led us through ... more

( 2 Reviews )
Macquarie Private Wealth Logo

Macquarie Private Wealth

Financial Planner

80 Collins St Melbourne, VIC 3000
Thomas Edwards

Excellent people, products and advice.

( 2 Reviews )
Australian Financial Logo

Australian Financial

Financial Planner

470 Collins St Melbourne, VIC 3004
( 18 Reviews )
Anne Street Partners Financial Services Pty Ltd Logo

Anne Street Partners Financial Services Pty Ltd

Financial Planner

Suite 5.02/360 Collins St Melbourne, VIC 3000
Oliver Coppen

Never heard from them. And when I did, it was always someone new/different. They applied on my behalf for a property that was a flop and never even checked if my credit r ... more

( 148 Reviews )
The Hopkins Group Logo

The Hopkins Group

Financial Planner

Level 23/500 Collins St Melbourne, VIC 3000
Mark Lawrence

Booked an airbnb with these guys and got an aggressively capitalised email advising of a $50 fee for checking in after 6pm. A late check in fee, really? Pay more to stay ... more

( 6 Reviews )
Catholic Super Logo

Catholic Super

Financial Planner

1/535 Bourke St Melbourne, VIC 3000
Maree Read

Only giving one star as the platform doesn't allow for a ZERO star rating. Appalling service or attention to superannuation contributors. ZERO for lack of communication a ... more

( 34 Reviews )
Capital Finance Australia Limited Logo

Capital Finance Australia Limited

Financial Planner

2/525 Collins St Melbourne, VIC 3000
Sam Minawieh

6 month later still not cleared the PPSR i couldn't sell my car

( 3 Reviews )
Autopia Logo

Autopia

Financial Planner

8/550 Bourke St Melbourne, VIC 3000
Minas Vagianakis

Rubbish company that fully loads your novated lease to ensure it makes it at least $6K more expensive that the loan amount with unnecessary add ons and tells you nothing. ... more

( 4 Reviews )
Super Investment Management PTY Ltd. Logo

Super Investment Management PTY Ltd.

Financial Planner

31/140 William St Melbourne, VIC 3000
Thomas Morris

Critical: Responsiveness

( 17 Reviews )
Guideway Financial Services Logo

Guideway Financial Services

Financial Planner

Level 3/91 William St Melbourne, VIC 3000
( 0 Reviews )
ToppTunbridge Financial Advisers Logo

ToppTunbridge Financial Advisers

Financial Planner

203/430 Little Collins St Melbourne, VIC 3000
( 0 Reviews )
WealthCreators Logo

WealthCreators

Financial Planner

Level 16/385 Bourke St Melbourne, VIC 3000
( 1 Reviews )
Australian Private Capital Logo

Australian Private Capital

Financial Planner

11/379 Collins St Melbourne, VIC 3000
( 1 Reviews )
Collinsfp Logo

Collinsfp

Financial Planner

14/461 Bourke St Melbourne, VIC 3000
( 0 Reviews )
Brecknock Wealth Management Logo

Brecknock Wealth Management

Financial Planner

11/459 Little Collins St Melbourne, VIC 3000
( 0 Reviews )
Onfinitive Finance Logo

Onfinitive Finance

Financial Planner

Suite 504/365 Little Collins St Melbourne, VIC 3000
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