“At a time when the digitisation of financial advice has reached its tipping point, both new and experienced financial advisers must be ready to lead the industry forward with ideas and innovation. Industry influencers will be instrumental in this exciting growth period,” said Darren Snyder, editor at Financial Standard.
The list of individuals was determined through an industry-wide nominations phase followed by a voting phase that garnered a record number of more than 7,000 votes.
In compiling the list, Financial Standard defined “influential” as individuals who have been or continue to be instrumental in shaping the future of the financial advice industry.
These are financial advisers who have actively participated in industry-based activities, community-based projects and/or other initiatives designed to promote the important role that financial advisers play in the country’s socio-economic future.
All 50 financial advisers featured in the list were also screened to ensure they are all licensed to provide personal advice based on the ASIC FAR (Financial Advisers Register), have met minimum professional educational standards, and are members of at least one industry association.
“These 50 individuals have made an enormous impact in the industry. They have demonstrated their commitment and intention to usher financial advice into the consumer age,” said Michelle Baltazar, publisher at Financial Standard.
Among the key statistics of the FS Power50 are:
- 43 out of the 50 individuals on the list boast more than 10 years of experience (nine have more than 20 years).
- Only 16 of the FS Power50 come from practices with less than 10 staff. Majority have 10 staff or more.
- 34 out of 50 have a Bachelor’s or Master’s degree while the rest have, at minimum, professional diplomas.
- Education: Women are 3x more likely to have a Master’s Degree than men
- Two in five FS Power50 are women.
The financial advisers featured are a diverse group with a range of specialisations including self-managed superannuation advice, financial advice to specific professions, and some focus on addressing market gaps, be it financial advice for women or for the millennial generation.
Financial Standard – 50 most influential financial advisers in Australia
Phil Alvaro – Byfields Financial Advisers
Patrick Anwandter – Strategy First Financial Planning
Charles Badenach – Main Street Financial Solutions
Marc Bineham – Noall & Co
Chris Black – Fortress Financial Solutions
Marshall Brentnall – Evalesco Financial Services
Jenny Brown – JBS Financial Strategists
Andrew Buchan – HLB Mann Judd
Patrick Canion – ipac Western Australia
Amanda Cassar – Wealth Planning Partners
Sue Dahn – Pitcher Partners Investment Services
Eleanor Dartnall – Dartnall Advisers
Peita Diamantidis – Caboodle Financial Services
Brett Evans – Atlas Wealth Management
Jason Featherby – NKH Knight Holdings
Anne Graham – Story Wealth Management
Simon Growden – Shadforth Financial Group
Will Hamilton – Hamilton Wealth Management
Matthew Hawkins – Elevate Wealth Solutions
Nicole Heales – Nicole Heales Financial
Sam Henderson – Henderson Maxwell
Nerida Hicks – Bridges Personal Investment Services
Sally Huynh – Shadforth Financial Group
Neil Kendall – Tupicoffs
Deborah Kent – Integra Financial Services
Claire Mackay – Quantum Financial Services Australia
Tim Mackay – Quantum Financial Services Australia
Olivia Maragna – Aspire Retire
Brenton Miegel – Goldsborough Financial Services
Dominic Mulcahy – UNICA Wealth
Ben Nash – Pivot Wealth
Michael Nowak – Joe Nowak Financial Services Group
Glenn Peers – Bridges Personal Investment Services
David Rae – DPR Wealth
Thabojan Rasiah – Shadforth Financial Group
David Reed – The Retirement Advice Centre
Sarah Riegelhuth – Wealth Enhancers
Sam Robinson – Pursue Wealth
Liam Shorte – Verante Financial Planning
Marc Smith – Westpac Financial Planning
Campbell Sorell – Shadforth Financial Group
Glenn Sterrey – Bentleys South Australia
James Sutherland MyOnlineAdvisers
Christine Swanson – Prominent Financial Planners
Michelle Tate-Lovery – Unified Financial Services
Troy Theobald – Robina Financial Solutions
Jeff Thurecht – Evalesco Financial Services
Tim Townsend – Townsend Cobain
Ben Travers – Pitchers Partners Wealth Management
Michelle Veitch – MIPA Financial Network