14 SMSFA members among top financial advisers


The SMSF Association (SMSFA) has announced that 14 of its members have been included in the list of Barron’s Top 50 financial advisers for 2018.
The list, which was published via The Australian via its partnership with New York-based Barron’s, aimed to rank the highest-ranking financial advisers according to assets under management, revenue, as well as revenue and quality of practice.
Based on these criteria, the following SMSFA members were ranked as Australia’s Top 50 advisers for 2018:
Name |
State |
Firm |
Ravi Agarwal |
VIC |
MEDIQ Financial Services |
Tim Mackay |
NSW |
Quantum Financial |
Neil Heriot |
QLD |
Boston Private Wealth |
Michael Lee |
WA |
Shadforth Financial Group |
Mark Schultz |
NSW |
Elston |
Dean Ireland |
QLD |
Elston |
Paul Nicol |
VIC |
GFM Wealth Advisory |
Campbell Sorell |
VIC |
Shadforth Financial Group |
Luke Eyres |
VIC |
Innate Financial Group |
Craig Sawyer |
NSW |
PKF Wealth |
Kyoung Walker |
VIC |
Shadforth Financial Group |
Andrew Pidgeon |
WA |
Shadforth Financial Group |
Darren Withers |
QLD |
Elston Private Wealth |
Timothy McLaughlan |
ACT |
Elston Private Wealth |
SMSFA chief executive John Maroney stressed that the inclusion of these members meant the quality of their practice and their customer service were highly recognised.
“Maintaining and improving the availability of high-quality financial advice are crucial for the community and for the financial sector,” he said.
Recommended for you
The Financial Services and Credit Panel has made a written order to a relevant provider after they gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.