Everyone asks us how to find good advisors. Now you can find all our favourites in one easy spot.
Welcome to our trusted advisors directory – the Lil Black Book.
More being added everyday.
Meet Neelan Sornalingam, a Financial Strategist and Lifestyle Adviser based in Sydney. Known to his clients as their secret weapon and ‘financial philosopher’, Neelan knows there’s more to life than money…
Based in our nations capital, Scott is a down-to-earth, caring guy you can have a laugh and enjoy a beer with – oh and he’s super smart when it comes to financial planning too.
Meet Nicole, a mortgage broker with a difference having won awards for ethics, social responsibility and community engagement. Nicole will research her 30+ lenders on her panel to find the most suitable solution for your individual needs.
Paul Birch is a rare find in the financial planning industry. Having sold a financial planning business focusing on retired folk, he now runs a firm focussed on financially empowering those in their 20’s, 30’s and 40’s. Quietly spoken and a good listener.
Michael believes that one of the most important things is understanding his client’s plans and goals before working out a structure that suits them best. He has been a Mortgage Broker in the ACT and Riverina area for over 10 years.
Divorce is a painful experience for many people; divorce expert Jacqueline provides negotiation and communication advice, options and support in an empathetic but practical manner.
Meet Nicole Heales, a down to earth Melbourne based financial advisor. Nicole focusses on women and understands you want to be able to live your life, have fun – AND be financially set up for the future.
Melbourne based financial advisor Cameron finds joy in helping others learn and develop their money management skills.
Christine’s Grandmother told her to find a job she was passionate about and she’d never work a day in her life. Meet a financial planner who loves what she does and gets great satisfaction from helping clients achieve their financial goals.
“Confidence, knowledge and understanding” is what Orange and Cowra based planner Monica Maguire hopes to instill in her clients.
Finding the balance is the philosophy of Wagga-based Catherine Chalker: it is important to plan for your future security, but not solely to the detriment of your current life.
Shepparton native Tracey Sofra views her role as a coach and mentor, guiding her clients to reach their financial goals.
Rhiannon believes that financial planning is more than the numbers on the page, it has to fit with the practicalities of everyday life.
Looking for a planner to listen, help clear your mind and work towards a solution? Then come and say hi to Gisborne-based financial planner Casey Kropman.
The ethos of Young-based planner Justine Back? Education = empowerment = knowledge = financial freedom = happiness!
Meet Gianna Salvestro, our newest Canberra based financial planner. She’s got the qualifications, the experience and the passion to help women work towards their financial dreams.
Who do we know in Toowoomba, you ask? Someone who can help you on your personal finance journey? Come meet Sandy Hopps.
Helping businesses and individuals to grow and develop is the goal of Yarrawonga-based accountant Bernadette McKenzie.
She does what she loves doing AND she gets to live in Tasmania! Life is good for our gal in Hobart, Erin.
Esperance’s Greg McQueen has a simple work philosophy: he helps people grow and safeguard their money.
She’s a farmer’s daughter, a mum of three, and a financial planner in business with her husband, Murray. Come and meet our woman in Narrogin, WA, Shelley Fisher.
It’s as straight forward as you can get with Geraldton’s Lisa Farnell; her goal is to help you get a grip on your finances, so you can experience the relief of having your money sorted!
“Believing in yourself and having a positive money mindset is the first step in creating strong financial foundations.” Mmmm..probably something we could all remind ourselves of at times. Read more from our money mindset expert, Sabina Lawrence.
Port Lincoln’s Triona Ambrose believes that women in control of their finances have more freedom in all areas of their lives. And who doesn’t want that?! Read more about how Triona can get you on the path to freedom.
She’s originally a Sydney girl who now calls Rockhampton home. Kristen Ham services clients in Capricornia, Gladstone, Biloela and Central Highlands and works with clients at all stages of life.
If you want to get ahead in life then you need to start mapping out how you are going to get there and what steps you can take to achieve this. The sooner you do this the faster you are going to get there. Wise words from Narrabri based planner, Melinda Leculier.
Needing some advice on succession planning, asset protection, business and corporate structuring (including trusts), advice on employment matters, wills and estate planning and also estate administration? Then do we have the woman for you! Come and meet Clare-based lawyer, Katherine Vincent.
Rockhampton-based Sue Dunne wants to see women of all ages take more responsibility for their own finances…because the chances are that they are the ones that are going to have to manage it all down the track. Sue thinks it can be personally rewarding to set and achieve financial goals.
Our man in Innisfail, Peter Jordan, wants to help his clients build their futures, give you a sense of accountability, and the feeling that you aren’t doing it on your own. Sounds like someone you need to talk to? You can read more here.
Why engage a financial planner? For Tonia Sanderson it’s about clients knowing their options, having a third party as a sounding board, and getting help to put in place a short or long term plan to reach a goal or solution. Tonia services clients in Ayr, Bowen and Townsville.
Bundaberg’s Louise Jealous-Bennett encourages women to come and talk to her before they get into a financial bind, not after.
Looking for an experienced planner to work with to help you work towards some real and meaningful outcomes? Meet Armidale’s Matt Meehan.
Financial planner, business owner, marriage saver! Nowra’s Amanda Pond believes that more than just dollars can be saved when women continue to educate themselves and put good cashflow strategies in place.