ADVICE

Financial advisers
in Melbourne

Personal financial advice from advisers based in Melbourne, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Melbourne and across Victoria.
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Melbourne, and the people in it

Our Melbourne advisers work with people across Melbourne, including the CBD, Docklands, Southbank, South Yarra, Carlton and the inner suburbs, and clients throughout Victoria.

Our Melbourne office works with professionals, executives and business owners, and with families who have been clients across more than one generation. A lot of that work involves income that does not arrive as a simple salary: bonuses, equity, distributions, or a business that is both the job and the retirement plan.

Complexity is the norm rather than the exception here, and the value is usually in sequencing. Which decision has to be made this financial year, which can wait, and which one quietly forecloses an option you would rather keep open.

Your Melbourne advisers

Small team, long tenure. You will deal with the same person each time, and they live here.

Victoria

Rebecca De Simoni

Senior Financial Advisor
Victoria

Matt O’Brien

Financial Advisor
Victoria

Lisa Taylor

Senior Financial Advisor
Victoria

Trent Schliefert

Financial Advisor
Victoria

Vega Yan

Financial Advisor
Victoria

Shane Fisher

Financial Advisor
Victoria

Sheena Vohra

Senior Financial Advisor
Victoria

Tonina Ciarrocchi

Executive Advisor
Victoria

Gary Ziebarth

Senior Financial Advisor
Victoria

Sascha Krummrey

Executive Advisor
Victoria

Mitchell Burger

Executive Advisor
Victoria

Kathy Havers

Executive Advisor
Victoria

Kristian Tribuiani

Executive Advisor
Victoria

Lakshan Weerasinghe

Executive Advisor
Victoria

Luke Brendish

Financial Advisor
Victoria

Martin Sherwood

Executive Advisor
Victoria

James Dimos

Executive Advisor
Victoria

James Williams

Senior Financial Advisor
Victoria

Jason Gan

Senior Finanical Advisor
Victoria

Jason King

Executive Advisor
Victoria

Jeff Hanna

Executive Advisor
Victoria

Alana Pincombe

Senior Financial Advisor
Victoria

David Klein

Senior Financial Planner
View All Advisers

What we help with

Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.

retirement-planning

Retirement
planning

When you can stop, whether the number is enough, and how to turn it into an income that lasts.
superannuation-planning

Superannuation

Contribution strategy, consolidation, insurance inside super, and making sure the structure still suits your stage of life.
investment-advice

Investment
advice

Portfolio construction inside the advice relationship, built around your goals and your tolerance for risk.
personal-life-insurance

Personal
insurance

Life, income protection, total and permanent disability and trauma cover, sized to what your family would actually need.
aged-care

Aged
care

A parent's move into care, the family home, means-tested fees and the timing of it all.
estate-planning

Estate
planning

Wills, powers of attorney, beneficiary nominations and what happens to super, which does not pass through your will by default.

Five stages,
not five hundred pages.

The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.

Evaluation

Where you are now, what prompted the call, and an honest answer on whether we're the right fit. Sometimes the answer is that you don't need us yet.
30MIN - FREE

Discovery

The detail. Income, super, debts, insurance, family, what you're aiming at and how much risk you can genuinely live with.
1 to 2 meetings

Strategy

We build the recommendation, document it, and walk you through the reasoning before you decide anything.
Written advice

Implementation

We put it in place. Applications, rollovers, paperwork, follow-up. You sign, we chase.
We handle it

Review

Scheduled and ongoing. Your life changes, markets change, the rules change. The plan moves with them.
Ongoing

Find us in Melbourne​

Our Melbourne office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.

Melbourne office details
Mortgage brokers Melbourne

Questions to ask your Financial Advisor in Melbourne

Do you only work with people in the Melbourne CBD?
No. Our Melbourne office works with clients right across Victoria, and a good number who live further afield again. Some come in, some meet by video, and most do a mix of the two.
Which areas do you cover from the Melbourne office?
Melbourne and the surrounding area, including the CBD, Docklands, Southbank, South Yarra, Carlton and the inner suburbs, and clients throughout Victoria. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Melbourne clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Melbourne advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Melbourne lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.

Melbourne advice, from people who live here.

Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.
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