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
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.