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.
New South Wales
Greg Barter
-
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
Jessica Brizuela
-
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
Andy Darroch
-
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
Chris Rae
-
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 6, Level 12,
14 Martin Place
Sydney NSW 2000 -
Website:
www.alliedwealth.com.au -
Phone:
(02) 9062 3230
Vince Lam
-
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
Bill Raffle
-
Flat Fee:
Yes -
Typical Client:
A nice and intelligent person or couple with net assets (in addition to their home) of more than $2 million. -
Accepting new clients:
Yes -
Address:
Bennelong Private Wealth Lvl. 8,
65 York Street,
Sydney NSW 2000 -
Website:
www.bennelongprivatewealth.com.au -
Phone:
(02) 8215 1514
Graham Sale
-
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
Michael Stenta
Provisional Member
-
Address:
Level 4, 460 Church Street,
North Parramatta, NSW 2151 -
Website:
https://www.lammermoor.com.au -
Phone:
(02) 9630 8233
David O’Hara
-
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
Queensland
Aaron Crosthwaite
-
Flat Fee:
Yes -
Typical Client:
We are accountants and financial advisers for small businesses and those in the medical, dental, allied health, and veterinary industries. -
Accepting new clients:
Yes -
Address:
Level 12, 269 Wickham Street
Fortitude Valley QLD 4006 -
Website:
www.cogniti.com.au -
Phone:
(07) 3613 9092
Jon Melloy
-
Flat Fee:
Yes -
Typical Client:
Over 50 with investments and superannuation between $500,000 to $5M. I specialise in retirement planning and helping clients pass their wealth to their children in the smartest way possible. -
Accepting new clients:
Yes -
Address:
138 Juliette Street
Greenslopes QLD 4120 -
Website:
www.roskow.com.au -
Phone:
(07) 3102 3969
South Australia
Theo Marinis
-
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
Craig Meathrel
-
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
Jacie Taylor
-
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
Jason Zanini
-
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
Tasmania
Jane Clark
-
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
Anton Diedericks
-
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
Simon Duigan
-
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
ACT
Andrew Saikal-Skea
-
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
Victoria
Andrew Brown
-
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
Berivan Dubier
-
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:
103/1 Cochranes Road
Moorabbin VIC 3189 -
Website:
www.curvewealth.com.au -
Phone:
(03) 9588 9000
Sean Dwyer
-
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:
103/1 Cochranes Road
Moorabbin VIC 3189 -
Website:
www.curvewealth.com.au -
Phone:
(03) 9588 9000
Chris Haggart
-
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
Cameron Howlett
-
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
Shane Nicholas
-
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
Jordan Vaka
-
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
Andrew Garrigan
-
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
Western Australia
Nick Bruining
-
Flat Fee:
Yes -
Typical Client:
Retirement and Estate Planning needs over 60, Average wealth up to $2M excluding home. Not advising on Self Managed Super. -
Accepting new clients:
No -
Address:
L1, 115 Cambridge Street,
West Leederville 6007 -
Website:
www.netplan.com.au
www.bruiningpartners.com.au -
Phone:
(08) 9381 1964
Brad Clarke
-
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
Chris Cornish
-
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
Sam Graham
-
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
Peter Humble
-
Flat Fee:
Yes -
Typical Client:
Retirement Planning -
Accepting new clients:
Yes -
Address:
Unit 1 / 14 Carey Street,
Bunbury WA 6230 -
Website:
https://www.risewealthgroup.com.au -
Phone:
(08) 9725 1810
Petrese Ivey
-
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
Emily van Kampen
-
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:
No -
Address:
43 Victoria Street,
Midland WA 6056 -
Website:
www.jarrahbridge.com.au -
Phone:
(08) 9250 2056
Simone Lewis
-
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
David McGregor
-
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
Chris Pritchard
-
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
James Robinson
-
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
Daniel Purslowe
-
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
Annette Sinclair
-
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
Mick Steffan
-
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
Stephanie Tang-Bowman
-
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
Peter Webster
-
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
Chris Young
-
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
Vinh Ta
-
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
