adviser contact

 

NEW SOUTH WALES

CBD

Peter Walker Partners
Brent McLauchlan, Lewis Waters,
Mark Kennedy

Level 1, 379 Kent Street, Sydney
Tel: 02 9262 4077
Email: lew@pwpartners.com.au

Premium Financial Solutions
Bernie Klohk, Phillip Leslie,
Carolyn Kerr, Mel Hindson

Suite 1303, Level 13,
25 Bligh Street, Sydney
Tel: 02 9223 5288
Email: bernie.klohk@premiumfs.com.au
 

Metropolitan

Clayton Financial Planning
John Clayton
Suite 14, 809-811 Pacific Highway,Chatswood
Tel: 02 9411 1944
Email: john.clayton@cfplanners.com.au

GHR Financial Planning
Brian Hrnjak, David Gordon,
Brad Cuss, Ian Rae, Sarah Phillips

Suite 12, Ground Floor,
20 Bungan Street, Mona Vale
Tel: 02 9979 4300
Email: brian@ghr.com.au

Herkess & Partners
Neale Blizard, Maria Ganakas
Level 2, 376 Bay Street,
Brighton Le Sands
Tel: 02 95992155
Email: Neale@havenenterprises.com.au 

Judd Financial Services
Steve Judd
7 Macquarie Avenue, Penrith
Tel: 02 4721 1106
Email: steve@juddfs.com.au

Praxis Financial Planning
Michael Fogarty
Suite 301, 275 Alfred Street North Sydney NSW  2060
Tel: 02 9146 6296
Email: praxisfp@optusnet.com.au

Tristone Private Wealth Pty Ltd
Rodney Brown
Suite 301, 275 Alfred Street North Sydney NSW  2060
Tel: 02 9146 6299
Email: rbrown@tristone.com.au

SWU Financial Planning
Simon Wu, Jonathan Wu, Daniel Lum, Kam Yuen, Keith Tse
Suite 38, 330 Wattle Street, Ultimo
Tel: 02 9211 0228
Email: simon@simonwu.com.au

Regional

Agnew Wealth Creations
Grant Agnew, Sam Fletcher, Joel Fletcher
55 Bridge Road, Nowra
Tel: 02 4423 7333
Email: grant@awealth.com.au

Fortunity Wealth Management
Craig Ayling, Christian O'Connor,
Nicholle Shepherd

Erina Business Centre,
155 The Entrance Road, Erina
Tel: 02 4304 8888
Email: craig.ayling@fortunity.com.au   
Web: www.fortunity.com.au

Hoddinott Consulting
Mark Hoddinott
North Loop Road, Ourimbah
Tel: 02 4349 4999
Email: info@hoddinottconsulting.com.au

Premium Financial Focus
Michael Byrnes
Unit 2, 163 Brighton Ave, Toronto NSW 2283
Tel: 02 4950 4177
Email: michaelbyrnes@iprimus.com.au

Prosperity Advisers
Gavin Fernando, John Manuel, Anthony Broad, 
Elton Morales, Gary Dean

2nd Floor,Hunter Mall Chambers, 
175 Scott Street Newcastle NSW 2300
Tel: 02 4907 7222
Email: mail@prosperityadvisers.com.au

Wealthco Pty Ltd
Lindsay Latham
13 Astronomers Terrace, Port Macquarie NSW 2444
Tel: 02 6582 0686
Email: lindsay@wealthco.com.au
 

QUEENSLAND

CBD

HLB Mann Judd 
Andrew Buchan, John Woodhouse, Glenn Roberts
Paul Pavlic, Rosemary Moon, Jane Crombie

Level 15, 66 Eagle Street, Brisbane
Tel: 07 3001 8800
Email: financialplanning@hlbqld.com.au

Metropolitan

SCE Financial Services 
William Crawford, George Nielsen, 
David Elliott, Russell Wyse

195 Vulture Street, Highgate Hill
Tel: 07 3844 3143
Email: finplan@sceco.com.au

Howe Ford & Boxer 
David Boxer, Terrence Ford,
Garry Pang, Michael Cosgrove

141 Queen Street, Cleveland 4163
Tel: 07 3286 1322
Email: team@howefordboxer.com.au

Regional

Prosper Accounting Pty Ltd
Mark Williams
58 Takalvan Street, Bundaberg  
Tel: 07 4151 1819
Email
mwilliams@prosperaccounting.com.au

HLB Mann Judd (Gold Coast office)
David Jackson, Geoff Swanepol
Level 3, Corporate Centre 1, Corporate Court, Bundall 

Tel: 07 5574 0922
Email: gswanepoel@hlbgc.com.au


VICTORIA

Metropolitan

Matthews Steers Pty Ltd
Geoff Steer, Anthony Flapper
Essendon Fields House, Level 2
7 English Street, Essendon Airport
Tel: 03 9325 6300
Email: gsteer@matsteer.com.au

Charlwoods Financial Solutions Pty Ltd
Andrew Donaldson, Harry Mechielsen, Paul Mahon
33 Princes Highway, Dandenong
Tel: 03 9791 2177
Emailandrew@charlwoodsfs.com.au

Arm Financial Advisors Pty Limited
Michael Ryan, Richard Vaughan
Suite 12, 14 Garden B'lvd, Dingley
Tel: 03 9551 2822
Email:fp@astonryan.com.au

Quick Links