Australia's Top 50 Financial Advisers

US financial investment publication Barron's and The Australian's business magazine The Deal present Australia's first comprehensive list of financial advisers.

The Top 50 Financial Advisers in Australia is based on an exhaustive, national survey.This inaugural list offers clients and advisers a unique guide to the leading practitioners in the sector.

This package is a joint project between The Australian and Barron's. Both Barron's and The Australian are owned by News Corp.

To sort the list tap the column name.

Professional designation key:

ADFP: Assn. of Divorce Financial Planners
AFA: Assn. of Financial Advisers
AFAIM: Associate Fellow of the Australian Institute of Management
AFP: Financial Planning Assn. of Australia designation
CA: Chartered Accountant
CA-FP: Chartered Accountant Financial Planning Specialist
CA-SMSF: Chartered Accountant Self Managed Super Fund Specialist
CFP: Certified Financial Planner
CTA: Chartered Tax Adviser
DAP: Diploma of Applied Finance
DFP: Diploma of Financial Planning
FAICD: Fellow of the Australian Institute of Company Directors
FChFP: Fellow Chartered Financial Practitioner
FFIN: Fellow of the Financial Services Institute of Australasia
FIAA: Fellow of the Institute of Actuaries
FINSIA: Financial Services Institute of Australasia
FPA: Financial Planning Assn.
HKSI: Hong Kong Securities and Investment Institute
MAF: Master of Applied Finance
MAICD: Member of the Australian Institute of Company Directors
MBA: Masters of Business Administration
MTA: Most Trusted Advisers
SSA: Self Managed Super Fund Specialist Adviser
TEP: Trust and Estate Practitioners

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The money makers

James Kirby

They come from a range of backgrounds but share the same passions: to be trusted by clients and kick financial goals.

A good adviser is yours to find

James Kirby

If you don’t want to spend money to make money, stay away from financial planners. If you do, be realistic.

The state of the States

Ross Snel

In the US the big firms were the rocks before the crash. Now the industry advocates for clients rather than products.

Scott Carmichael

Richard Gluyas

For Scott Carmichael, the fundamental rules of investment hold just as true in the eye of a storm as in the calm that precedes it.

Mark Minchin

Bridget Carter

Mark Minchin was in the private wealth division of Macquarie Group when the GFC struck - a time he will never forget.

Nerida Hicks

Helen Trinca

Nowra-based Nerida Hicks is as much a confidante to her clients as she is a financial adviser.

Business