On this page
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 Brisbane and across Queensland.
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.
What makes a financial adviser ‘independent’?
According to ASIC, which regulates all Australian financial advisers:
Many of the financial advisers listed below belong to the Profession of Independent Financial Advisers (PIFA) which requires all members to meet the following criteria:
- No ownership links or affiliations with product manufacturers. Impartiality is impossible where an adviser has links to a product manufacturer. Ownership links create an environment where the adviser resembles, at best, a well-intentioned salesperson.
- No commissions or incentive payments from product manufacturers. Commissions are payments made by product manufacturers to their distribution network. They create a conflict of interest between advisers and their clients.
- No asset-based fees. Asset fees, although authorised by the client, are calculated on the volume of business an adviser places with a product manufacturer. (On this basis, advisers who receive a percentage fee from an administration platform or wrap can’t describe themselves as independent.) Asset fees are incentives that prevent an adviser from being impartial and therefore create a conflict of interest between adviser and client.
The list below includes financial advisers who are not members of the PIFA but who have signed a declaration that they only charge fees for service, and do not receive any remuneration from:
- Commissions or trailing commissions
- Asset-based fees for service, including trailing income or fees based on a percentage of assets under management
- Bonuses (of whatever description)
- Conflicted remuneration as defined in the Corporations Act 2001 (Cth) pt 7.7A div 4
- Any other form of monetary or non-monetary remuneration that could reasonably give rise to a conflict between their interests and the interests of their clients.
Brisbane independent financial advisers
Ashgrove
Melloy Independent Wealth | |
---|---|
Level 1 240 Waterworks Rd Ashgrove QLD 4060 |
AFSL: 464629 |
Advisers | ||
---|---|---|
Jon Melloy | jon@melloywealth.com.au | 0400 463 394 |
Brisbane
HSP Private Wealth | |
---|---|
Level 9 87 Wickham Terrace Brisbane QLD 4000 |
AFSL: 516358 |
Advisers | ||
---|---|---|
James Kenny | james@hspprivatewealth.com.au | 0419 540307 |
Tupicoffs | |
---|---|
Level 11 410 Ann Street Brisbane QLD 4000 |
AFSL: 302670 |
Advisers | ||
---|---|---|
Bianca Ford | bianca.ford@tupicoffs.com.au | (07) 32213066 |
Delma Newton | delma.newton@tupicoffs.com.au | (07) 32213066 |
Lachlan Kendall | lachlan.kendall@tupicoffs.com.au | (07) 32213066 |
Mark Milner | mark.milner@tupicoffs.com.au | (07) 32213066 |
Neil Kendall | neil.kendall@tupicoffs.com.au | (07) 32213066 |
Rebecca Scarrabelotti | bec@tupicoffs.com.au | (07) 32213066 |
Ross McConachie | ross.mcconachie@tupicoffs.com.au | (07) 32213066 |
Greenslopes
Roskow Independent Advisory | |
---|---|
138 Juliette Street Greenslopes QLD 4120 |
AFSL: 429377 |
Advisers | ||
---|---|---|
Neil Salkow | neil.salkow@roskow.com.au | (07) 31023969 |
Samuel Turrisi | samuel.turrisi@roskow.com.au | (07) 31023969 |
Newstead
dozzi | |
---|---|
Level 2, Lobby 1 76 Skyring Terrace Newstead QLD 4001 |
AFSL: 490210 |
Advisers | ||
---|---|---|
Caleb Dozzi | caleb@dozzi.com.au | 1300 236994 |
Oxlade Financial | |
---|---|
13/76 Doggett St Newstead QLD 4006 |
AFSL: 535456 |
Advisers | ||
---|---|---|
Mark O'Flynn | mark.oflynn@oxlade.com.au | (07) 36677260 |
Simon Hepson | simon.hepson@oxlade.com.au | (07) 36677260 |
Seabridge Wealth | |
---|---|
59 Doggett Street Newstead QLD 4006 |
AFSL: 528160 |
Advisers | ||
---|---|---|
John Hart | john.hart@seabridgewealth.com.au | 0413 752411 |
Paddington
Brand Financial | |
---|---|
21 Agars Street Paddington QLD 4064 |
AFSL: 511382 |
Advisers | ||
---|---|---|
Justin Brand | contact@brandfinancial.com.au | 1300 369 045 |
Spring Hill
O'Sullivan Financial | |
---|---|
Level 9/87 Wickham Terrace Spring Hill QLD 4000 |
AFSL: 516358 |
Advisers | ||
---|---|---|
Mace O'Sullivan | mace@osullivanfinancial.com.au | (07) 31024888 |
Queensland regional independent financial advisers
Bundall
Addi House | |
---|---|
L15, Corporate Centre One, 2 Corporate Court Bundall QLD 4217 |
AFSL: 529764 |
Advisers | ||
---|---|---|
Cynthia Sercombe | cynthia@addihouse.com.au | (07) 55537942 |
Kearsten James | hello@addihouse.com.au | 0477 964503 |
Maroochydore
Arch Financial Planners | |
---|---|
Level 2, 'Ocean Central' 2 Ocean Street Maroochydore QLD 4558 |
AFSL: 485276 |
Advisers | ||
---|---|---|
Jayne Graving | jayne@archfp.com.au | (07) 54527455 |
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.
Leave a comment
You must be a SuperGuide member and logged in to add a comment or question.