Advice from advisers that you can trust.

CIFAA Members

Locate a CIFAA member near you today. Only CIFAA members are certified to be independent and are free from the potential conflicts which exist when advisers receive payments and commissions from institutions. CIFAA members work for you.

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NSW
QLD
SA
TAS
VIC
WA
ACT

Flat Fee:
Yes
Typical Client:
Our typical clients are individuals who have $1-5m of investable assets. I also enjoy helping business owners, not-for-profits and corporations.
Accepting new clients:
Yes
Address:
Suite 6, Level 12,
14 Martin Place
Sydney NSW 2000
Website:
www.alliedwealth.com.au
Phone:
(02) 9062 3230

Flat Fee:
Yes
Typical Client:
Accepting a wide range of clients from accumulators to pre-retirees and retired clients requiring strategic and/or investment advice.
Accepting new clients:
Yes
Address:
Suite 6, Level 12,
14 Martin Place
Sydney NSW 2000
Website:
www.alliedwealth.com.au
Phone:
(02) 9062 3230

Flat Fee:
Yes
Typical Client:
I specialise in working with individuals and couples who are over 50 and leading up to or already in retirement.
Accepting new clients:
Yes
Address:
76 Morgan Street
Wagga Wagga
NSW 2650
Website:
www.blackbirdwm.com.au
Phone:
(02) 5954 9333

Flat Fee:
Yes
Typical Client:
We help with superannuation, investments, insurance, getting retirement ready and reducing tax. Our clients range from $100,000 up to $5M+.
Accepting new clients:
Yes
Address:
Level 12, 14 Martin Place,
Sydney, NSW, 2000
Website:
https://www.iwadvice.com.au
Phone:
0412 295 392

Flat Fee:
Yes
Typical Client:
Specialising in helping high net worth clients understand the best structure and strategy for their personal circumstances.
Accepting new clients:
Yes
Address:
Suite 7 / 741,
Lawrence Hargrave Drive
Coledale NSW 2515
Website:
www.alliedwealth.com.au
Phone:
(02) 9062 3230

Flat Fee:
Yes
Typical Client:
We believe in creating positive change. We work with a set number of families who share our sense of community, who care about the people and environment around them.
Accepting new clients:
Occasionally
Address:
Level 17/123 Pitt Street,
Sydney NSW 2000
Website:
https://www.plutusfinancialguidance.com.au
Phone:
(02) 9188 8873

Flat Fee:
Yes
Typical Client:
Our clients tend to be retired, or close to retirement. We also specialise in providing advice around Aged Care.
Accepting new clients:
Yes
Address:
Level 4, 460 Church Street,
North Parramatta, NSW 2151
Website:
https://www.lammermoor.com.au
Phone:
02 9630 8233

Flat Fee:
Yes
Typical Client:
Our clients tend to be retired, or close to retirement. We also specialise in providing advice around Aged Care.
Accepting new clients:
Yes
Address:
Level 4, 460 Church Street,
North Parramatta, NSW 2151
Website:
https://www.lammermoor.com.au
Phone:
02 9630 8233

Flat Fee:
Yes
Typical Client:
Accumulators, Pre-retirees and retirees who value the advice relationship.
Accepting new clients:
Yes
Address:
Unit 5, Level 1, 2-6 Kingsway,
Cronulla NSW 2230
Website:
www.alliedwealth.com.au
Phone:
0414 878 775

Flat Fee:
Yes
Typical Client:
Self-employed Individuals, Freelancers, Entrepreneurs, and Small business owners seeking personalized financial strategies and wealth management.
Accepting new clients:
Yes
Address:
Suite 6, Level 12/14 Martin Pl
Colonial Mutual Life Building, Sydney NSW 2000
Website:
https://alliedwealth.com.au
Phone:
02 9062 3230

Flat Fee:
Yes
Typical Client:
I specialise in providing holistic wealth creation advice and strategies for retirees, pre-retirees and accumulators
Accepting new clients:
Yes
Address:
Suite 2, Level 10, 56 Pitt Street Sydney NSW 2000
Website:
https://www.unitedadvisory.com.au/
Phone:
0411 730 170

Flat Fee:
Yes
Typical Client:
We specialise in retirement planning, mainly working with professionals, small business owners or those already enjoying retirement.
Accepting new clients:
Yes
Address:
L 57 / 25 Martin Place
Sydney NSW 2000
Website:
www.peterwhitefp.com.au
Phone:
0413 750 461

Flat Fee:
Yes
Typical Client:
Over 50 with investments and superannuation greater than
$1 Million or income greater than $400,000. I specialise in retirement planning and helping clients pass their wealth to their children in the smartest way possible.
Accepting new clients:
Yes - limited
Address:
2/76 Skyring Terrace
Newstead QLD 4006
2nd Address:
Level 1,
Highpoint/240 Waterworks Rd,
Ashgrove QLD 4060 (additional meeting costs apply)
Website:
www.melloywealth.com.au
Phone:
0400 463 394

Flat Fee:
Yes
Typical Client:
Specializing in retirement planning for clients with investments over $1.5 million, I focus on intergenerational wealth transfer strategies with personalized, independent guidance for your financial goals.
Accepting new clients:
Yes, limited
Address:
138 Juliette Street
Greenslopes QLD 4120
Website:
www.roskow.com.au
Phone:
(07) 3102 3969

Flat Fee:
Yes
Typical Client:
Specialising in advice for those who are nearing, or in retirement.
Accepting new clients:
Yes
Address:
138 Juliette Street
Greenslopes QLD 4120
Website:
www.roskow.com.au
Phone:
(07) 3102 3969

Flat Fee:
Yes
Typical Client:
Generally, clients over age 50 seeking independent and unbiased advice. I specialise in Defined Benefit/Public Sector super and retirement advice.
Accepting new clients:
Yes
Address:
49 Beulah Road,
Norwood SA 5067
Website:
https://www.marinisgroup.com.au
Phone:
08 8130 5130

Flat Fee:
Yes
Typical Client:
Specialising in over 50s seeking independent life-centred financial advice so they can ultimately live the good life in retirement.
Accepting new clients:
Yes
Address:
Level 1, 146 Fullarton Road
Rose Park, SA 5067
Website:
https://www.strategiqwealth.com.au
Phone:
0431 908 956

Flat Fee:
Yes
Typical Client:
Critical thinkers: those who value the importance of independence and impartiality. We can help across all life stages with ongoing or once-off advice.
Accepting new clients:
Yes
Address:
68 North Terrace
Kent Town SA 5067
Website:
https://www.periapt.com.au
Phone:
1300 451 339

Flat Fee:
Yes
Typical Client:
Our over 45+ clients want independent and unbiased advice to provide peace of mind leading to and throughout their retirement.
Accepting new clients:
Yes
Address:
49 Beulah Road,
Norwood SA 5067
Website:
https://www.marinisgroup.com.au
Phone:
08 8130 5130

Flat Fee:
Yes
Typical Client:
We can provide advice surrounding retirement planning, retirement, and accumulation. We take a holistic approach to our advice process.
Accepting new clients:
Yes
Address:
49 Beulah Road,
Norwood SA 5067
Website:
https://www.marinisgroup.com.au
Phone:
08 8130 5130

Flat Fee:
Yes
Typical Client:
I provide honest, trustworthy financial guidance and support to those ready to take control of their personal and business finances.
Accepting new clients:
Yes
Address:
58 Channel Highway
Kingston TAS 7050
Website:
https://www.janeclarkfinancialmanagement.com.au
Phone:
0419 905 114

Flat Fee:
Yes
Typical Client:
I advise and support business owners and their families.
Accepting new clients:
Yes
Address:
58 Channel Highway
Kingston TAS 7050
Website:
https://www.welladvised.com.au
Phone:
(03) 6234 1119

Flat Fee:
Yes
Typical Client:
People who have an idea of how they want their future to look and are unsure whether they are on track or what they need to do now
Accepting new clients:
Yes
Address:
58 Channel Highway
Kingston TAS 7050
Website:
https://www.coreifa.com.au
Phone:
0408 739 303

Flat Fee:
Yes
Typical Client:
I advise experienced professionals, successful business owners and prosperous families that benefit from a high level of expertise and support.
Accepting new clients:
Yes
Address:
Level 1, 41 Eastlake Parade,
KINGSTON ACT 2604
Website:
www.saikal-skea.com.au
Phone:
(02) 6100 3008

Flat Fee:
Yes
Typical Client:
As a Senior Associate, Alex’s role is to implement advice, formulate strategic financial reports and provide practice management.
Accepting new clients:
No
Address:
Level 1, 41 Eastlake Parade,
KINGSTON ACT 2604
Website:
www.saikal-skea.com.au
Phone:
(02) 6100 3008

Flat Fee:
Yes
Typical Client:
As an associate, Alisha's role is to assist in the preparation and implementation of advice and to support our clients.
Accepting new clients:
No
Address:
Level 1, 41 Eastlake Parade,
KINGSTON ACT 2604
Website:
www.saikal-skea.com.au
Phone:
(02) 6100 3008

Flat Fee:
Yes
Typical Client:
We work with High Income time poor professionals that are looking for trusted independent advisers to provide them advice tailored to their goals, dreams and aspirations.
Accepting new clients:
Yes
Address:
Level 3/530 Collins Street
Melbourne Vic 3000
Website:
www.independentwealthpartners.com.au/
Phone:
(03) 8393 9371

Flat Fee:
Yes
Typical Client:
Specialising in advice for moderate to high net wealth individuals, predominately professionals in accumulation phase of their life cycle.
Accepting new clients:
Yes
Address:
6/60 Bay Road
Sandringham VIC 3191
PO BOX 406
Sandringham VIC 3191
Website:
www.curvewealth.com.au
Phone:
(03) 9588 9000

Flat Fee:
Yes
Typical Client:
Specialising in advice for moderate to high net wealth individuals, predominately professionals in accumulation phase of their life cycle.
Accepting new clients:
Yes
Address:
6/60 Bay Road
Sandringham VIC 3191
PO BOX 406
Sandringham VIC 3191
Website:
www.curvewealth.com.au
Phone:
(03) 9588 9000

Flat Fee:
Yes
Typical Client:
Individuals who are experiencing significant life transitions. They have a unique set of financial complexities that needs specialist care and support.
Accepting new clients:
Yes
Address:
Level 3/530 Collins Street
Melbourne Vic 3000
Website:
www.independentwealthpartners.com.au
Phone:
(03) 8393 9371

Flat Fee:
Yes
Typical Client:
We work with High Income time poor professionals that are looking for trusted independent advisers to provide them advice tailored to their goals, dreams and aspirations.
Accepting new clients:
Yes
Address:
Level 16/530 Collins St,
Melbourne Vic 3000
Website:
www.independentwealthpartners.com.au
Phone:
(03) 8393 9371

Flat Fee:
Yes
Typical Client:
I help Business Owners, Private Families and High Income earning individuals navigate the complexities of life and their finances.
Accepting new clients:
Yes
Address:
Level 3/530 Collins Street
Melbourne Vic 3000
Website:
www.independentwealthpartners.com.au
Phone:
(03) 8393 9371

Flat Fee:
Yes
Typical Client:
People navigating life’s big transitions – such divorce, retirement, bereavement – and looking for guidance from someone they can trust.
Accepting new clients:
Yes
Website:
www.planningsolo.com.au
Phone:
0414 318 048

Flat Fee:
Yes
Typical Client:
over 50 and seeking expert guidance for a secure and fulfilling post-career financial life.
Accepting new clients:
Yes
Website:
http://www.super-focus.com.au/
Phone:
(03) 5229 6882

Flat Fee:
Yes
Typical Client:
We advise pre-retirees, experienced professionals and successful business owners seeking a comprehensive approach with a higher level of support.
Accepting new clients:
Yes
Website:
www.hicksifa.com.au
Phone:
(03) 9028 8598

Flat Fee:
Yes
Typical Client:
Independent wealth management advice to family business owners and foundations, looking to build their legacy, empower future generations and increase their charitable impact.
Accepting new clients:
Yes
Address:
5 Porter Street Hawthorn East Victoria 3123 Postal Address: PO Box 19 Camberwell VIC 3124
Website:
www.siadvisory.com.au
Phone:
(03) 9077 2906

Flat Fee:
Yes
Typical Client:
Independent wealth management advice to family business owners and foundations, looking to build their legacy, empower future generations and increase their charitable impact.
Accepting new clients:
Yes
Address:
5 Porter Street Hawthorn East Victoria 3123 Postal Address: PO Box 19 Camberwell VIC 3124
Website:
www.siadvisory.com.au
Phone:
(03) 9077 2906

Flat Fee:
Yes
Typical Client:
Specialising in advice for moderate to high net wealth individuals, predominately professionals in accumulation/retirement phase of their life cycle - SMSF specialist also.
Accepting new clients:
Yes
Address:rte
6/60 Bay Road Sandringham VIC 3191. PO BOX 406 Sandringham VIC 3191
Website:
www.curvewealth.com.au
Phone:
(03) 9588 9000

Flat Fee:
Yes
Typical Client:
Retirement and Estate Planning for those over 60, Average wealth up to $2M excluding home. Specialises in low-cost simplification of retirement plans.
Accepting new clients:
Yes - only via netplan.com.au
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
www.netplan.com.au
www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Specialising in advice for those who are nearing, or in retirement. Our typical clients are over the age of 55.
Accepting new clients:
Yes
Address:
68 South Terrace,
South Perth WA 6155
Website:
www.cyfinancialadvice.com.au
Phone:
(08) 6371 5000

Flat Fee:
Yes
Typical Client:
Self-funded retirees and those working towards a self-funded retirement. Our clients value our independence and our independent thinking.
Accepting new clients:
Yes
Address:
chris@cornishwealth.com.au
Website:
www.perthfinancialplanning.com.au
Phone:
(08) 6143 3792

Flat Fee:
Yes
Typical Client:
Specialising in advice for those who are nearing, or in retirement. Our typical clients are over the age of 55.
Accepting new clients:
Yes
Address:
68 South Terrace
South Perth WA 6155
Website:
www.cyfinancialadvice.com.au
Phone:
(08) 6371 5000

Flat Fee:
Yes
Typical Client:
Retirement Planning
Accepting new clients:
Yes
Address:
Rise Wealth Group
16 Wexford Lane
Bunbury WA 6230
Website:
https://www.risewealthgroup.com.au
Phone:
(08) 9725 1810

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Yes
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Ordinary Australians that need help and support to secure a dignified retirement. Emily specialises in retirement, aged pension and aged care advice.
Accepting new clients:
Yes - but wait-listed.
Address:
43 Victoria Street,
Midland WA 6056
Website:
www.jarrahbridge.com.au
Phone:
(08) 9250 2056

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Occasionally
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
https://www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Yes
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
https://www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Occasionally
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
https://www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Those with assets above $1.2 Million.
Accepting new clients:
Yes
Address:
Suite 2/22 Railway Rd,
Subiaco WA 6008
Website:
www.williamgrant.com.au
Phone:
(08) 6282 0170

Flat Fee:
Yes
Typical Client:
Specialising in helping retirees and pre-retirees with moderate levels of assets, offering a holistic service covering superannuation, retirement income, Centrelink.
Accepting new clients:
Yes - but wait-listed.
Address:
43 Victoria Street,
Midland WA 6056
Website:
www.jarrahbridge.com.au
Phone:
(08) 9250 2056

Flat Fee:
Yes
Typical Client:
Specialising in helping retirees and pre-retirees with moderate levels of assets, offering a holistic service covering superannuation, retirement income, Centrelink.
Accepting new clients:
No
Address:
43 Victoria Street,
Midland WA 6056
Website:
www.jarrahbridge.com.au
Phone:
(08) 9250 2056

Flat Fee:
Yes
Typical Client:
A one-stop shop for high-net-worth individuals and their families with an average wealth of more than $2.5M including a family home.
Accepting new clients:
Yes
Address:
58 Hillview Drive
Drummond Cove, WA 6532
Website:
https://www.ifswa.com.au
Phone:
0466 414 321

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Occasionally
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Yes
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Providing independent advice for people planning for or in retirement. Our typical clients are over 55.
Accepting new clients:
Yes
Address:
L1, 115 Cambridge Street,
West Leederville 6007
Website:
www.bruiningpartners.com.au
Phone:
(08) 9381 1964

Flat Fee:
Yes
Typical Client:
Specialising in advice for those who are nearing, or in retirement. Our typical clients are over the age of 55.
Accepting new clients:
Yes
Address:
68 South Terrace
South Perth WA 6155
Website:
www.cyfinancialadvice.com.au
Phone:
(08) 6371 5000

Flat Fee:
Yes
Typical Client:
Assisting pre and post retirees including advice on Centrelink, SMSF’s and Insurance.
Accepting new clients:
Yes
Address:
64 Campbell St,
Kensington, WA, 6151
Website:
www.vtafinancialplanning.com.au
Phone:
0484 025 819

Flat Fee:
Yes
Typical Client:
Those with assets above $1.2 Million.
Accepting new clients:
Yes
Address:
Suite 2/22 Railway Rd,
Subiaco WA 6008
Website:
www.williamgrant.com.au
Phone:
(08) 6282 0170

Flat Fee:
Yes
Typical Client:
Aged Care specialist adviser – provides advice to retirees and to those seeking aged care and accommodation assistance.
Accepting new clients:
Yes
Address:
Level 1, 115 Cambridge St,
West Leederville WA 6007
Website:
https://bruiningpartners.com.au/
Phone:
08 9381 1964

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