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8 Best Financial Advisors in Sydney [2023]

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Financial Advisors Sydney

Best Financial Advisors Sydney
Best Financial Advisors Sydney

Looking for a financial advisor Sydney? Look no further! We have compiled a list of the best financial advisor Sydney, based on customer reviews and ratings. These financial advisors provide a range of services, including investment advice, retirement planning, and more. So if you are looking for financial help in Sydney, be sure to check out these advisors!

1) Chris Smith

Key ServiceWith more than 20 years of experience in private wealth management
AddressLevel 35, One International Towers
Barangaroo Ave., Sydney, NSW, 2000
Phone(02) 8046 6872

Chris Smith is one of Australia’s most well-known and respected financial planners. Chris has developed a skilled staff at VISIS Private Wealth, based on a rare commitment: genuine impartial advise to assist clients in achieving their financial and lifestyle objectives. Chris is a Certified Financial Planner with over 20 years of expertise delivering unique, practical, and intelligent recommendations that produce results.

Key Differentiators:

  • Has a strong track record of building successful, long-term relationships with ultra and high-net-worth individuals and families
  • With more than 20 years’ experience in private wealth management
  • Known for his passion and drive for helping his clients

2) Joshua Cratchley

Key ServiceDelivers advice of the highest order
Address100 Walker Street, North Sydney, NSW 2060
Phone+61 2 9135 2935

For over two decades, Joshua has worked as a financial services consultant. Josh became a financial adviser in 2010 and launched Plenary Wealth the following year after working as an accountant specializing in self-managed superannuation for years. He has worked with individuals throughout the spectrum of life, from those welcoming a new family member to those saying goodbye to a loved one.

Key Differentiators:

  • Vast depth of knowledge and experience in both Accounting and Financial Planning
  • Delivers advice of the highest order
  • Over two decades of experience

3) Gareth Colgan

Key ServiceSMSF Specialist Advisor
AddressLevel 10, 20 Martin Place, Sydney NSW 2000
Phone02 9210 7200

Although his job title claims Financial Planner, Gareth Colgan’s position is more accurately compared to a hybrid of asset project manager and financial coach. Because, for Gareth Colgan, money is so important to people’s well-being that it cannot be reduced to numbers alone. Not a financial strategy comes first in every situation. So, he will have a genuine understanding of what you want to accomplish and why before we produce your plan for financial independence.

Key Differentiators:

  • Certified Financial Planner
  • Accredited Estate Planning Strategist
  • SMSF Specialist Advisor™ (SSA™)

4) John Hollyman

Key ServicePractical roll-out strategies
AddressLevel 21, 133 Castlereagh Street, Sydney NSW 2000
Phone02 8038 1878

His clients praise his honesty, pragmatism, and the desire to get stuff done, stating that it sets him apart from other professionals in his field. His colleagues note trustworthiness, clear strategic thinking, and a meticulousness that goes above and beyond requirements. These characteristics make John perfect for his new job as Eqeus Managing Director, where he leads an innovative yet grounded team of financial experts dedicated to providing a new way to financial planning.

Key Differentiators:

  • Developing close relationships with his clients
  • Practical roll-out strategies
  • Tailored financial strategy are among his technical skillset

5) Cameron Howlett

Key ServiceExtremely personable and trustworthy
AddressL10/580 George St, Sydney NSW 2000
Phone03 8393 9371

Cameron is the co-founder of Independent Wealth Partners, a financial planning business with offices in Sydney and Melbourne that provides completely independent guidance to its clients. He is a Chartered Financial Planner, an Accredited SMSF Specialist Advisor, and a Registered Tax Agent with the Tax Practitioners Board of Australia. He has served on the CFP Board Committee of both the Financial Planning Associations (Australia) and the American Institute of CPAs.

Key Differentiators:

  • 2015 National Investment Adviser of the Year
  • Very patient and diligent in explaining things
  • Extremely personable and trustworthy

6) David Hancock

Key ServiceProvides strategy based holistic advice 
AddressSuite 1, Level 6/309-315 George Street, Sydney, NSW 2000, Australia
Phone02 8330 3733

David is a Director and Senior Financial Planner at Montara Wealth, where he is in charge of the company’s operation and assures that clients receive outstanding service and strategic advice. David has had a successful career as an independent wealth manager for over three decades. He is recognized for his ability to build long-term client relationships and help them discover and put in place life-changing financial techniques.

Key Differentiators:

  • Developing strong long-term relationships with client
  • Passionate about helping them identify and implement life changing financial strategies
  • Provides strategy based holistic advice 

7) Matt Dragovic

Key ServiceAFP Member of Financial Planning Association
AddressLevel 25, Tower 3 International Towers, 300 Barangaroo Avenue, Barangaroo NSW 2000
Phone(02) 8277 4605

Matt’s favorite part of his job is helping clients find a way to money. Matt feels that developing strong connections with customers is the only approach to discover them the best financial answers possible. Matt follows the idea that “Understanding where you want to be financially in the future is just as important as the journey itself.”

Key Differentiators:

  • Over a decade of financial services experience
  • Working for large institutions such as BT Financial Group and Westpac Private and Premium banks
  • AFP Member of Financial Planning Association

8) Brenton Tong

Key ServiceBudgeting and cash flow management
AddressLevel 13 447 Kent Street, Sydney, NSW 2000
Phone02 8238 0888

Brenton’s personal financial education began early, with a kind commerce instructor discussing the ideas of the Australian Financial Review. Today, for his clients and in the media at Financial Spectrum – an award-winning financial advisory with offices throughout Sydney – listening and talking about ideas is exactly what Brenton does. Brenton is a financial advisor strongly opposed to the practice of separating advice from commissions, instead concentrating on providing real value to his or her clients. He or she believes in keeping things simple and straightforward for consumers when it comes to money planning.

Key Differentiators:

  • Ranked one of Sydney’s top financial planners
  • Budgeting and cash flow management
  • Specialises in tax minimisation strategies

Customer’s Review:

Brenton Tong was a huge help managing the financial aspects of our relocation to Australia. Professional honest advice from transferring money to purchasing our home. Brenton was there to advise us through each step making this transition seamless and worry-free. Thank you, Brenton, your advice was very much appreciated.

Kevin Hanifin

Financial Advisors Sydney

For financial planning, it’s important to find a financial advisor that you can trust. This is why we have compiled this list of the best financial advisors in Sydney for your convenience. We hope that by following our guide and reading about these great financial experts, you’ll be able to find one who will suit all your needs!

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Rachel Tan is the editor at FunEmpire Media Australia. She has over 8 years of experience in the media industry discovering the best local businesses, places and things to do in Australia. From lifestyle, entertainment, food, travel, education and more, Rachel is a trusted source to curate the very best Australia has to offer.