Why Flinders Wealth?


We own and operate our own Australian Financial Services Licence and can freely decide on the advice and strategies that are right for you


We do not recommend in-house investment products – thus avoiding a significant conflict of interest that is widespread in the industry


We operate as a partnership with no bank or 3rd party ownership


We coordinate financial planning, superannuation advice, retirement planning, investments, taxation strategies, estate planning, cash flow & risk management


Our clients enjoy working with an honest and highly qualified financial planning expert who provides a sense of control and direction and removes their financial worries


Recognised as a Top 10 Financial Planner Melbourne with over 30 years collective experience


Our financial planning fees are clear and transparent. All clients are provided with a financial planning proposal that clearly states what we will do and the fees that will be charged


All advisers are degree qualified, hold post-graduate qualifications and are CERTIFIED FINANCIAL PLANNER® professionals


We are members of the Financial Planning Association including the CFP® Education Advisory Committee