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Financial Standard

The 50 most influential financial advisers in Australia named

The 50 most influential financial advisers in Australia for 2020 have been named by financial services trade publication, Financial Standard, in its annual FS Power50 guide.

The list, comprising of 31 men and 19 women, are a diverse group of professionals nominated by readers of the Financial Standard for their unique efforts to create a blueprint for the future of financial advice.

“The Power50 exemplify the best aspects of the advice industry and how it is set to change. Some are influencing the advice industry, be it through regulatory bodies or peer groups, others are influencing the delivery of advice and the client experience through technology and innovative business models.”

And others are leveraging their role as an adviser to make a meaningful difference in their community or communities abroad,” Jamie Williamson, editor of Financial Standard, said.

“To make it on to this list is no mean feat and all that are featured should be proud of their achievement.”

The purpose of the guide is to raise awareness, in the eyes of the Australian public and the advice industry itself, for the advisers who are playing a key role in shaping the future of financial advice.

Financial advisers have managed to deliver value of 5.2% or more each year to clients, according to new research from Russell Investments.1

Furthermore, twice as many Australians are seeking financial advice as they were five years ago, according to research from Investment Trends.2

“Highlighting the talent within the advice industry is more important than ever in an environment where trust in the sector remains low despite the growing need for quality advice,” Williamson said.

“The FS Power50 badge is synonymous with the best the industry has to offer.”

Nominations for the list are sourced from the Financial Standard audience, as well as the Financial Standard editorial team.

A shortlist is selected by Financial Standard before industry voting begins. This year hundreds of nominations were considered and almost 6000 votes determined the final list.

Both the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) screened the list before it was published.

2020 saw plenty of change in the list of the most influential advisers, with 23 advisers appearing in the FS Power50 for the first time.

Similarly, the movement within the advice industry was reflected in the FS Power50, with 32% of this year’s list belonging to an advice group with more than 100 advisers, down 22% in two years.

This aligns with the trend of advisers moving away from larger, institutional groups, into non-aligned groups, with the number of institutionally aligned advisers falling by 25% in the year to June 2020, according to Rainmaker Information.3

“At a time when so much focus is on the impact of industry change and diminishing adviser numbers, Financial Standard is proud to showcase excellence in advice and celebrate just how bright the future of advice is,” Williamson said.

“Congratulations to the 2020 FS Power50.”

Click here to view more on the 2020 FS Power50.

Full Name

Account Name

Esther Althaus

Perspective Financial Services

David Andrew

Capital Partners

Caroline Bell

Summerhill Financial Services

Marshall Brentnall

Evalesco Financial Services

Jenny Brown

JBS Financial Strategists

Chris Carlin

Master Your Money Now

Mathew Cassidy

Partners Wealth Group

Sabil Chowdhury

Koda Capital

Sue Dahn

Pitcher Partners

Victoria Devine

Zella

Andrew Dunbar

Apt Wealth Partners

Brett Evans

Atlas Wealth Management

Scott Farmer

Bravium

Trevor Geffin

Core Private Wealth

Simon Growden

Shadforth Financial Group

Matt Hale

Rising Tide Financial Services

Will Hamilton

Hamilton Wealth Management

Glen Hare

Fox & Hare Financial Advice

Nicole Heales

Nicole Heales Financial

Joseph Hoe

Wealthwise

Fran Hughes

Intuitive Money

Shane Light

The Hopkins Group

Troy MacMillan

The Wealth Designers

Olivia Maragna

Aspire Retire Financial Services

Kate McCallum

Multiforte Financial Services

Karen McLeod

Ethical Investment Advisers

Ben Nash

Pivot Wealth

Ben Neilson

Neilson & Co Wealth Management

Paul Nicol

GFM Wealth Advisory

Donna Powell

DLP Life Design

Rebecca Pritchard

Rising Tide Financial Services

David Rae

Federation Financial Services

David Reed

The Retirement Advice Centre

Hugh Robertson

Centaur Financial Services

Diana Saad

Silway Financial Services

Julia Schortinghuis

Lighthouse Capital

Liam Shorte

Verante Financial Planning

Campbell Sorell

Shadforth Financial Group

Christine Swanson

Prominent Financial Services

Michelle Tate-Lovery

Unified Financial Services

Troy Theobald

Robina Financial Solutions

Dawn Thomas

Wealthwise

Tim Townsend

Townsend Cobain Private Wealth Partners

Ben Travers

Infinity Financial Advisors

Stevie-Jade Turner

Tribeca Financial

Charlie Viola

Pitcher Partners

Cara Williams

Perrier Ryan Financial Advisors

James Wortley

Enlightened Financial Solutions

James Wrigley

First Financial

Chris Youssef

Shadforth Financial Group

 

 1. Russell Investments' Value of an Adviser Report 2020, www.financialstandard.com.au/news/through-good-and-bad-advisers-add-value-175803481

2. Investment Trends Financial Advice Report, www.financialstandard.com.au/news/demand-for-advice-rises-172546141

3. Rainmaker Information Financial Adviser Report, Volume 01, Issue 02.

 

For media enquiries, please contact:

Julian Clarkstone
P: +61 2 8234 7500
E:
julian.clarkstone@financialstandard.com.au


About Financial Standard:

Financial Standard is an award-winning financial services publication and is the publishing division of the Rainmaker Group. Financial Standard is focused on providing trade news, investment analysis as well as events and education for professionals within superannuation, financial planning, research, consultancy, investment management and professional investing.

www.financialstandard.com.au   

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