Top Female Financial Advisors in Australia
Nov 29, 2023
A financial advisor helps you manage your money by assessing your financial situation, setting goals, creating a personalized plan, offering investment guidance, monitoring progress, providing education, and giving objective advice.
Choosing a good financial advisor can help you avoid these costs and focus on your goals. Financial advisors aren’t just for rich people—working with a financial advisor is a great choice for anyone who wants to get their personal finances on track and set long-term objectives.
Here are some of our favourites out there. β€
You can check them all out on our website https://www.ladiesfinanceclub.com/ambassadors!
Alysia Laird, Zebra Tailored Wealth
πLocation: North Shore Sydney, Australia
I help women and young families get control of their financial situation with holistic advice across all areas of their financial world.
Alysia has a natural curiosity to understand individuals. That curiosity is coupled with a desire to give people comfort and guidance as they move through their financial and lifestyle journeys.
Alysia helps many retirees and pre-retirees set themselves up for a comfortable retirement free of financial stress. Her passion is helping women and young families get control of their financial situation with holistic advice across all areas of their financial world. Many of her clients have a firm ethical stance and have a desire to invest their funds in line with their values for a brighter future.
In a profession that sees constant change, Alysia felt the need to move in a new direction to enable her to better meet the varied and ever-changing needs of her clients. This has led Alysia to establish her own advice business, Zebra Tailored Wealth, where she is able to provide tailored solutions that better meet the unique needs of each and every client.
Connect with Alysia Laird HERE
Catherine Belford, Focused Wealth
πLocation: Maroochydore, Sunshine Coast, Australia
I help single women who feel overwhelmed to get their finances sorted.
Catherine is extremely passionate to see women be able to stand on their own two feet & create a life of joy & abundance. She finds many women she meets don't have someone in their life, especially an expert that can help guide them to make sound financial & life decisions.
From day one Catherine have focused on clients in there 20's, 30's & 40's (and a small handful in their 50's) as her goal is to help them live a life by design through wealth creation, protection & cashflow management. The last 18 months she had a major shift in my business working with more single women, solo mums & couples that don't just require financial support, but money coaching as well. The Money Coaching component of my business works hand in hand with my financial planning business now & allows me to provide a unique offering of coaching & planning.
Catherine takes clients on a journey to uncover what’s truly important to them, helping them feel empowered & in control & that their money is working for them in the best possible way so they can achieve their goals & dreams without financial worry.
Connect with Catherine Belford HERE
Amie Baker, Rekab Advice and Centsability
πLocation: Bondi NSW, Australia
I help women improve their relationship with money and mindset whilst finding their power in taking control of their financial futures.
Although her profession had her armed with information on how to strategize, plan and manage finances - it has been through her personal experience that has shaped her to be the Financial Adviser and Money Mindset Coach she is today.
Amie guides and educates her clients so they can take control of their finances, make excellent financial decisions, and reach their personal financial goals in a desired timeframe.
Amie has an uncanny knack of being able to explain complex and technical financial issues in a way that is simple and easy to understand and implement. It’s just one of her many ‘superpowers’.
Connect with Amie Baker HERE
Michelle Bryant, Parc Wealth Management
πLocation: Adelaide, Australia
I help women understand how to use the resources they have available to them to meet their life goals.
As a female, when disclosing personal information I need respect and empathy. This is what a female Adviser brings to the table. My goal is to make women feel safe and empowered.
Michelle love helping people use the resources they have available to them to reach their goals. Good financial advice allows clients to stop worrying about their financial future and spend more time on their personal wellbeing, spending time with loved ones and having experiences doing things they love.
Michelle is Head of Operations and Compliance for Parc Wealth Management. She is passionate about empowering and educating women in financial literacy. Michelle and her female team deliver services with empathy, compassion and respect for her clients.
Connect with Michelle Bryant HERE
Kerri Davey, Parc Wealth Management
πLocation: Malvern, Victoria, Australia
I help women define their financial goals and give them the strategies, knowledge, and confidence to achieve them.
Kerri really enjoy helping clients define what financial success means to them, planning for it and ultimately achieving it. Whether it's assisting clients to protect what's important, helping them transition through big life changes like promotions, starting families, divorce, retirement or caring for elderly parents, we play a really big part in our clients' lives and seeing it all come together for them is really rewarding. Having worked in a male dominated industry for my entire career, and seeing first-hand the financial disparity that still exists, having the opportunity to help women take leaps in securing their financial future and building their confidence - and their wealth - is a wonderful thing.
Kerri worked with many different clients over that time; from young accumulators needing to balance tight budgets and starting their wealth creation journey to pre-retirees/retirees and older clients needing Aged Care. The fact that every client is different, makes it even more satisfying finding the right solution.
Connect with Kerri Davey HERE
Daisy Magor, Everest Wealth
πLocation: Australian-wide
I help millennials and Gen Z get their finances sorted.
Daisy is a financial advisor and director at Everest Wealth, a financial advice company who helps both the Millennial and Gen Z generations achieve their wealth building and financial goals. With over 10 years of experience in the financial services industry, Daisy leverages his extensive knowledge in both accounting and financial planning to deliver advice that is clear, concise, and highly effective.
Connect with Daisy Magor HERE
Fatuma Akalo, Wattle Partners
πLocation: Australian-wide
I help women retire with more money.
I have had over 15 years of experience in providing financial advice to retirees and pre-retires, families, and business owners. I hold a degree in the Bachelor of Business (Economics and Finance), and furthered my studies having completed the Certified Financial Planner designation (CFP®), and a Masters in Applied Finance. I have worked across all aspects of the financial advice process including administration, paraplanning and supporting many senior financial advisers across my career.
Connect with Fatuma Akalo HERE
Dawn Thomas, The Wealth Designers
πLocation: Western Australia, Perth
I help women feel safe, seen and heard through the financial empowerment process
Dawn Thomas is a self-professed superannuation nerd, a part-time PhD Student researching the superannuation behaviour of Gen Z, and a mother of three.
Dawn is the winner of IFA’s Excellence Award 2023, Industry Thought Leader of the Year 2023, Transformation of the Year
2022, Great Advice Award (WA) 2021, 2019 Female Excellence in Advice and named one of Australia's 50 most influential
Advisers from 2020-23. She is passionate about collaborating with people to help them achieve the financial and life goals
that they are after.
Dawn describes her financial advice style as heart led, where financial knowledge and goals are achieved
through an inclusive, trusted relationship between adviser and client. She has spearheaded the launch of Start Well Program and Podcast at The Wealth Designers which aims to lift financial literacy for children of clients and young people in the
community. Dawn is a part time PhD candidate at Edith Cowan University, researching the superannuation behaviour of Gen Z. Dawn is also the podcast host of Your Money Story which shares underrepresented money stories within the community.
Connect with Dawn Thomas HERE
Janice Choo, Big Oak Financial Services
πLocation: Australian-wide
I help women take control of their financial futures through personalized plans, guiding them towards financial security and independence. Let’s build a future that’s truly yours!
Janice Choo is a passionate and highly skilled financial planner, dedicated to empowering women to achieve lasting financial independence and security. With over 14 years of experience financial planning , she tailors financial strategies that help women take control of their financial futures. Fluent in English, Mandarin, Cantonese, and Malay, Janice connects with a broad range of clients, offering a unique and inclusive service. As a strong advocate for financial literacy, she understands the specific challenges women face and provides personalized, empathetic advice.
Janice is also one of the finalist for the Financial Adviser for the year 2024 Women in Finance Awards. She loves combining innovative tools with her deep expertise to simplify complex financial matters, making her a trusted leader and true advocate for her clients. Her client-first approach ensures that every woman feels supported, informed, and empowered throughout their financial journey.
Connect with Janice Choo HERE
Elizabeth Hart, The Life Academy
πLocation: Singapore / Worldwide coverage
I help women to reach their full potential and to be the best version of themselves, in their wealth & wellbeing.
I find joy in empowering individuals and families to live with purpose and fulfiment to ensure harmony through generations and to prepare the next generation for being future wealth owners.
I have dedicated my career, of over 30 years, to advising private clients, providing holistic advice on wealth preservation, succession planning & family wellness. Our company Legacy Wealth Advisors was awarded the Most Promising New Entrant at the WealthBriefingAsia Awards 2022.
We act as our clients' independent wealth advisor or as one client calls us the ‘air traffic controller’ to help them to preserve and prudently grow their wealth and to ensure a smooth transition to a prepared next generation.
Connect with Elizabeth Hart HERE
Jayde Jenkins, Bloom Financial Planning
πLocation: Brisbane/ Australia-wide
I help women retire with more.
Jayde has been a financial adviser since 2012. Through this experience Jayde has met with many people at different stages of life, from clients just starting out on their money journey and to those in, or getting ready for retirement.
This holistic view of clients across many life stages mean she has had the opportunity to see how client's long term money habits can effect retirement outcomes. She believes in helping people create healthy money habits to give people the confidence to live the life they dream of. She is also passionate about helping people understand how to protect themselves in the event of something unthinkable occurring.
Jayde loves helping small business people and understands their unique needs through her experience both in running her financial planning business and in helping establish her husbands construction business.
Connect with Jayde Jenkins HERE
Nicole Gardner, Stellar Wealth Pty Ltd
πLocation: Brisbane/ Australia-wide
I help women make smart money decisions and plan for the future with confidence and clarity.
Nicole is the Founder and Principal Adviser at Stellar Wealth. She’s a Mum of three amazing kids, a Certified Financial Planner and loves spending her free time at the beach with her family. But after working in financial advice for over a decade, Nicole realised that there has to be a better way of providing advice to Australian’s like you – and that’s why she created Stellar Wealth.
An award-winning Financial Adviser, Nicole’s focus is to empower her clients to take control of their finances so that they can achieve their financial objectives and live better lives. She is authentic and genuine, with a knack for translating complex financial jargon into everyday language that everyone can understand. Nicole also works with the Cancer Council of Australia on a voluntary basis, providing pro-bono financial advice to those in our community who need it the most.
Connect with Nicole Gardner HERE
Patricia Garcia, Your Vision Financial Solutions
πLocation: Ascot, Brisbane / Australian-wide
I empower women to take control of their financial future, providing the confidence and knowledge needed to achieve their personal and professional goals.
Patricia has been working with clients to achieve their financial dreams since 2012 and has owned Your Vision Financial Solutions since December 2016.
Her qualifications are extensive. Since graduating from university, Patricia has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the Certified Financial Planner ® designation.
Patricia is well regarded in the financial advice industry by her colleagues, peers and of course – by her clients. She was a board member of the Association of Financial Advisers (AFA) for 4 years and most recently appointed as a board member for the merged Financial Advice Association Australia (FAAA).
Patricia has received many industry accolades and awards. She won one of the most esteemed awards in the industry in 2017 - the ‘Financial Planning Association AFP Financial Planner of the Year’ award. Some of her most recent successes include being a finalist for ‘Fortnum's Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘‘ in 2022.
Connect with Patricia Garcia HERE
Questions to ask a financial advisor!
1. Are you or your employer free from financial links with any products you recommend?
2. Can you recommend any investments or do you have a limited list that you choose from?
3. How will my investments be managed and how are investment products selected?
4. What is the risk attached to the products you most commonly recommend?
5. How much access will I have to you and how often will we meet?
6. What are your expectations for future review services?
7. How much do you charge for your services and how are your fees structured?
8. What is not included in this charge? Are there other fees/charges I should expect? Will I be charged a flat fee regardless of how much wealth I accumulate?
9. Are you registered as a financial advisor? What are your qualifications and experience?
10. How long have you been advising people in my position?
Need financial advice? Fill out the form, and we’ll connect you with a financial advisor who’s the perfect fit for you!
Interested in a corporate workshop? Fill out this form, and we’ll be in touch!
