strategic financial planning hobart

The difference

Strategic Financial Group is Australia’s premier wealth advisory group. We have brought together specialists and industry leaders from banking and finance, financial planning, accounting, legal, and property investments to ensure our clients are meeting their financial goals.

Every move covered

We’ve spent over 30 years building relationships across the financial industry. By cultivating a deep-rooted understanding of international and domestic markets, SFGA ensures you have the most up-to-date and relevant information available. We work tirelessly on your behalf to protect and enhance your wealth.

Financial Planning

Our specialists have built a firm reputation for providing proactive, innovative and high-quality financial advice to our clients., finance broking, from home loans to commercial lending, we’ll help you make informed decisions about your future., we’ll aid you in tax planning and returns, self-managed superannuation funds and business services to ensure you’re making the right decisions., global property, we are experienced licensed buying estate agents, who cover the total property market to achieve premium results., we’ve teamed up with levent shevki of cornwall stodart and daniel trenton of jaszac trenton lawyers and offer an extensive array of legal services., “ having strategic look after my management and financial needs all under the one roof is why i continue to endorse and promote them. not only do they look after my contractual and commercial needs as an afl footballer, but they also look after my financial needs to help ensure that i maximise my earnings while i'm earning the income that comes with playing afl. i know i have good people around me, who specialise in what they do, which allows me to concentrate on what i need to do on the field.”.

Scott Pendlebury

Captain of the Collingwood Football Club

“ i love that i can go to one place, have everything done and know that i am getting the best advice from specialists. i also love the relaxed feel of the group and the fact that there is a bar with cold beers in the boardroom i don't know many finance companies where you feel comfortable enough to walk around and say hi to everyone that works for the company and where you get better deals than most private banks highly recommend strategic go pies ”.

Anthony Petridis

“ While trying to forge an AFL career, the guys at Strategic ensured I was setup with strong financial disciplines to make sure I am in a strong financial position post footy career.”

Jack Ziebell

Captain of the North Melbourne Kangaroos

“ we have dealt with jason and strategic fpa for 10 years now and are very happy with the plans they have made for us to enjoy retirement. jason has been very helpful in explaining the vagaries of the market and ensuring that our investments are well protected.”.

Geoff & Marg Ritchie

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Invest Blue has a number of offices conveniently located in rural, coastal and city locations across QLD, NSW, ACT, TAS and VIC. All of our offices are supported by an operations team of technical advice, research, client experience, compliance and IT specialists.

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strategic financial planning hobart

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178 Macquarie Street Hobart Tasmania 7000

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

the Hobart office

Invest Blue provides Financial Advice in Hobart, TAS, located conveniently on Macquarie, Street. We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages. Our Financial Planners are backed by a knowledgeable Advice team who supports the development of individual strategies as well as dedicated Relationship Managers who work hard every day keeping in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.

Limited client parking is available behind the building. Otherwise, metered parking is available on the street, and Centrepoint car park is a short walk away. We’re open from 8:30 am – 5:00 pm, Monday to Friday – other times by appointment only.

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the Hobart team

Todd Burrows

Todd has been a financial adviser for over 25 years.  In 1997 Todd and his wife Natalie founded Strategic Financial Planning and at the time of merging with Invest Blue in June 2021, Strategic Financial Planning had grown to one of Hobart’s premier financial planning firms with 8 financial advisers supported by a team of 22, all committed to helping our clients live their best possible life.  Seeing the value in holding the highest qualifications, Todd was one of the first  advisers in Tasmania to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through our immersive financial coaching process, helping them to achieve their dreams and goals. 

Outside of work, Todd enjoys bike riding, going to the gym and camping. He also enjoys following his beloved Brisbane Lions and spending time with his wife, Natalie and two daughters, Emily and Sophie.

Qualifications and Professional Accreditations

  • Certified Financial Planner (CFP)
  • Most Trusted Adviser 2023

strategic financial planning hobart

David Donato has over 20 years of experience in the financial industry and has been a valued part of the Strategic Invest Blue team for over a decade. He particularly enjoys taking the time to understand what his clients most want for themselves and for their families. As a father to three sons, two of whom are still very young, he appreciates the importance of planning for those long-term dreams.

When not busy helping clients, David will most likely be out and about in the great outdoors. He’s one for adventure with mountain biking and scuba diving both keen pursuits. He’s also a die-hard supporter of Clarence Football Club.

Simon Ashman

Simon is a dynamic planner and brings with him over 15 years’ experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®.

Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.


Adam Winstone

Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.

As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.

Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.

Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!


Luke Klapsis

Luke has been working within the financial planning industry at Invest Blue for the last 5 years. He embarked on a career in financial planning with the primary goal of helping individuals and families achieve their financial aspirations through effective, achievable, and tailored solutions. He feels it's important to coach and educate clients along the journey, to help ensure they make informed decisions and have a deep understanding about the why.

It's incredibly rewarding to witness the clients I've assisted achieve their goals, whether it's retiring comfortably, funding their children’s education, becoming debt-free, gaining peace of mind knowing their financial future is secure, or ultimately living their best possible life.

Outside of work, Luke enjoys spending time with his wife and young son, and being involved in basketball, whether it be coaching, playing or just simply watching. He also enjoys being outside and working on things around the home.

Areas of Specialisation:

  • Superannuation
  • Retirement Planning Strategies
  • Wealth accumulation
  • Lifestyle planning
  • Wealth protection (Insurance)
  • Debt strategies
  • Bachelor of Business majoring in Accounting and Finance (UTAS)
  • Graduate Diploma in Financial Planning
  • SMSF Advice


Nick Tremayne

Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.

Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.

Invest Blue’s beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years.  Nick loves working with his clients and he truly gets invested in their journey.

In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.

Tony Daly

Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.

In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.

Liam Catchpole

"I really enjoy understanding a person's story, what drives them each and every day, as well as their most profound aspirations/goals. Beyond this, I am passionate about guiding people from a place of uncertainty to one which is ruled by clarity, confidence, and control."

Liam is proud to be a Tasmanian native and has been working in the Financial Advice Industry since 2018. After completing his Bachelor of Business (Finance) and Economics (Economic Analysis) at the University of Tasmania, Liam knew he wanted to help people manage their finances as a career. His main focus is empowering his clients to make smart financial decisions that align with their desired lifestyle and future goals. Liam provides coaching, advice, and guidance to ensure his clients have control over their cash flow, debt management, and effective wealth-building and protection strategies.

Liam's commitment to his profession is evident through his pursuit of further education. He has completed his Graduate Diploma of Financial Planning and passed the mandatory FASEA Adviser Exam. He has also completed his Master of Financial Planning and Certified Financial Planner designations.

Recently, Liam joined Invest Blue as a Financial Adviser because he found that the company's values aligned well with his own. He thrives in a fast-paced and dynamic team environment and is dedicated to helping others succeed around him.

Liam strongly believes in maintaining a work-life balance. During his free time, he enjoys surfing at various breaks around Tasmania, staying fit at the gym, or winding down with friends watching football (AFL).

Grant Fagan

What Grant likes about Invest Blue/Strategic is the excellent reputation for providing great Advice. grant has 32 years of experience as a Financial Planner and Practice Owner. For Grant, it's the clients who are the reason why he likes the industry so much. We add so much value to their lives and you build up fantastic relationships with them all.

In his spare time, he enjoys keeping active and spending time with his family.

Chris Rhee

"I find fulfillment in empowering people's dreams through effective financial strategies."

Bringing nearly a decade of financial services experience, Chris is a seasoned professional with a background in both retail and business banking. In 2022, he embarked on a new chapter, joining Invest Blue with a shared mission to empower clients to live their best possible lives.

Chris's true passion is in financial planning, where he excels in crafting effective financial strategies for a wide range of clients, each with their unique financial goals and aspirations. His forte lies in guiding clients through various life stages, from the journey of wealth accumulation to the intricacies of retirement planning.

He is driven by forging genuine connections and helping individuals reach their financial goals. Seeing clients achieve milestones they once thought were beyond their grasp is what truly fulfills him. He's dedicated to improving his clients' financial health, equipping them with the practical tools and strategies for a successful future.

Beyond finance, Chris enjoys spending quality time with his young family. He also finds joy in traveling, watching sports, and stays abreast of the latest developments in financial and business markets.

• Graduate Diploma of Financial Planning • Graduate Certificate in Business Studies • Diploma of Finance and Mortgage Broking Management

Emma Burrows

Emma has worked in financial planning for over ten years and has completed a Graduate Diploma of Financial Planning.  Emma is passionate about developing trusted relationships with clients and working with them to achieve their goals.

In her spare time, Emma enjoys exploring the outdoors of Tassie with friends and family, eating good food, and winding down with Pilates.

Michael Jones

“I have been a sporting coach in the past and have really enjoyed this and see financial planning in a similar way in that I could be someone’s financial coach in order to help them achieve their financial goals and objectives.”

Michael is a financial planner and has been with Invest Blue for approximately 3 years since coming across from the Government sector where he was involved with Budget & Financial services for 5 years as an accountant.

He specialises in holistic financial planning strategies ranging from wealth creation, tax minimisation, debt, superannuation and wealth protection. He works with a diverse range of clients to ensure they can live their best possible life by achieving their financial goals and objectives.

In his spare time, he is likely to be involved in some sort of sporting event or walking his Australian Shepherd dog! He has played cricket since he was eight years old and to this day is still playing for the Clarence District Cricket Club. Michael is an avid Sydney Swans supporter and enjoys just about any other competitive sport.

  • Bachelor of Business (BBus)
  • Certified Practising Accountant (CPA)
  • Graduate Diploma of Financial Planning (Grad Dip FP)

Joe Lucas

As an aspiring Financial Planner, Joe is driven by a passion for helping individuals secure their financial futures.

Currently serving as an Associate, Joe is dedicated to creating tailored financial solutions that empower our clients to achieve their unique financial goals.

Outside the office, He finds solace in nature through camping and enjoying the camaraderie and competition of playing basketball.

George Curtis

"I am excited about the opportunity to join Invest Blue for several reasons. First and foremost, I have a strong passion for finance and helping individuals make informed and strategic financial decisions. Invest Blue's reputation as a leading financial planning firm is impressive, and I am drawn to the company's commitment to providing personalized financial solutions to clients. The company's client-centric approach aligns perfectly with my own values, and I believe that by joining Invest Blue, I can contribute my skills and knowledge to positively impact clients' financial well-being"

George has a strong background in finance and financial planning that has prepared him well for the role at Invest Blue. Having worked in financial planning companies locally and in Melbourne and spent some time at a private fund where he gained experience in developing comprehensive financial plans tailored to client's unique goals and situations.

Working in the financial planning industry is deeply rewarding to him. He enjoys the opportunity to work closely with individuals to help them achieve their financial aspirations. Assisting with guiding clients through financial decisions, assisting his team in offering solutions to challenges, and witnessing their financial growth.

In his spare time, he engages in various activities that balance his life and keep him motivated. Including:  Staying up-to-date with the latest financial trends and industry advancements is both a personal interest and a professional necessity. Additionally, he enjoys staying active through rowing, cycling, waterpolo & gym and outdoor activities like fishing, diving and spending time in the country.

Debbie Jay

Debbie appreciates Invest Blue’s way of life, especially their values, and the way they live their values each day.  Walk the walk not just talk the talk

Debbie is a business professional excelling in implementing strategic initiatives, leading teams and the integration of effective change.

Debbie loves going to the movies, musicals, karaoke, renovating and time with family and friends

Areas of Specialty

  • Leading teams
  • Change management
  • Best practice
  • Why we do what we do, is it efficient, does it add value
  • Governance, compliance and due diligence
  • Finding solutions to everyday challenges
  • Supporting staff to meet and exceed their career pathways.
  • ANZIIF CIP (snr associate)

Laen Mourant

The culture, the passion and the drive to deliver the best for their clients and to be a great place to work is what I love most about Invest Blue

Laen is married with 2 young kids and has lived in beautiful Hobart her whole life. Laen studied Tourism throughout school however obtained a Reception role at Strategic Financial Planning at the age of 20 and hasn't looked back. There is always something new to learn and it's nice knowing at the end of the day you have been a part of adding value to people's lives. 

In Laen's spare time she is usually running around after her two boys! While also renovating their home and a caravan she loves spending time with friends and family. In Laens off time, she enjoys puzzles and taking her dog for long walks.


  • Diploma in Business Administration
  • Project implementation

Belinda Wilks

Belinda joined Strategic Financial Planning in 2019 and have worked in the financial services industry for more than 30 years

Outside of work Belinda love spending time at our shack with family and friends and my interests also include cooking, watching football and going to the movies

Annie Crane

Invest Blue allows me to be always changing, always learning and adding new ways of team building and doing things differently 

Annie enjoys Invest blue and values the highly motivated team with friendly down to earth people.

Annie has 20+ years’ experience in the financial industry. She enjoys walks with her dog, mountain walks and time with family & friends

Grace Walker

"I am interested in financial planning and thought this would be a great place to work and learn more about the financial planning industry as I had enjoyed many of my finance units at university."

Grace has a degree in  Bachelor of Business from the University of Tasmania majoring in management. Before starting at Invest blue Grace worked as a receptionist as well as a retail assistant. These roles allowed her to gain customer service skills and experience. While she is only very new to the financial planning industry, Grace is enjoying the fast-paced environment as well as helping people live their best possible life.

  In her free time, she plays netball and touch football, she also enjoys going to the gym, walking her dog, and spending time at her shack on the east coast.

Jane Hale

Jane worked for Fagan Financial for over 15 years, after having her 3 children. She has seen many changes in the financial planning industry. When Grant decided to partner with IB Jane was impressed with their structure and client priorities so she happily joined the team.

Prior to having children, Jane worked for AMP Hobart immediately after completing Year 12.  Firstly in Property and Investments, and then New Business. Jane then had a stint managing a private training college, preparing tenders for Government funded training courses for unemployed and youths.  She returned to AMP after a few years and worked in the Sales division with the advisers and then managed Hobart Walk-In Centre.

Away from work Jane loves camping and taking their tiny 11-foot off-road caravan to secret camping spots.

Angelica Guzzetta

Ange has worked as the Administration Officer/Client Services Officer for the RI Hobart team for 2.5 years and has worked in business administration and customer service roles for over 10 years.

Outside of work, Ange enjoys spending quality time with her family, visiting her hometown in Broome, on warm summer days, keeping fit and exploring Tasmania.

Natalia Zalega

"I am Natalia Zalega and I have recently joined the Invest Blue Hobart team after being a relief receptionist. The team were so welcoming and supportive that when the opportunity arose to stay on as a Relationship Manager, I just had to take it."

Starting fresh in 2023, Natalia has been exposed to the greater Invest Blue family, who are also just as welcoming and supportive, and really helped her bring out the best of herself in her role. They bring their passion for helping clients reach their best possible life to the office every day and it has passed on to her.

In 2018, she and her partner swapped the beautiful sunny days of Brisbane for the full 4 seasons-treatment that Tasmania brings. Even still to this day, they keep finding new places to explore and things to do. They settled quickly, having their son in 2019 and their ever-growing menagerie of animals.

Alexandra Nolan

Alexandra has extensive administrative and client service support experience with the last 4 and half years being in Financial Services. Her focus and drive are on providing excellent customer service to help clients achieve their personal goals.

In her downtime, she enjoys living an active lifestyle with her husband & spending time with her menagerie of pets!

  • Marketing Certificate IV

Venus Gamboa

What Venus likes about Invest Blue is that there are lots of learning opportunities and a wide support system. Venus graduated with a Bachelor of Arts in Mass Communication degree and previously worked as a Check-in Coordinator / Content Reviewer at Author Solutions Inc, SEO Content Writer and Mobile App reviewer prior to Invest Blue. Working in the financial planning industry is a new experience for her in general. She gets to work with people who are knowledgeable and experts in the field, which in turn, teaches her new things about finance. Let's just say she becomes more conscious and 'strategic' in her approach to personal finance.

In her spare time, Venus likes to brew coffee, read, write and UI design. She goes camping/hiking on long weekends because her muscles say so. She also plays and talks to her dogs.

Jessa Limoran

What Jessa likes about Invest Blue is that there are lots of things to learn and a great support system. Jessa has a Bachelor of Science in Business Administration degree and previously worked as a customer service representative prior to working for Invest Blue. She likes working in this industry because it allows her to be keener to details which she can also apply to her daily lifestyle, and this gives her ideas on how the finance industry works which allows her to be more conscious of her personal finance.

In her spare time, Jessa loves to watch Anime Series/ Movies.

Amiel Monroy

What Amiel likes in Invest Blue is its versatility and a wide range of new learnings. It’s a big group and good people. Amiel graduated with a bachelor’s degree in Computer Science and previously worked in Singapore as a Team Manager then worked her way up as a Manager of Park Operations (two positions up from Team Manager) in Adventure Cove Waterpark & Universal Studios, Resorts World Sentosa for about 8 years. Working in the financial planning industry is totally something new to her and out of scope from her previous work experiences. Amiel is still learning and now she gets to understand how important it is to manage finances properly

In her spare time, she's a typical homebody, aside from spending time with her kids, she works around the house, and watches her favourite tv series, anime or Korean dramas.

Remar Montero

Remar graduated with a Bachelor’s Degree in Hotel and Restaurant Management BSHRM. He worked as a financial planning assistant for Strategic right after college.

In his spare time, he just browses the internet, play video games, and watch documentaries. He also enjoys cooking.

Wama Reyes

"Being a part of an institution that lives by the mission it has envisioned is a principle that I follow"

Wama graduated with a Bachelor of Science in Management Accounting degree and is a Certified Bookkeeper (NCII), Bookkeeping Aide (Royal Institue of Singapore), and Associate Certification in SAP. She was an audit associate intern before she joined the financial service industry. This exposure has equipped her in dealing with the different financial aspects of the business.

Working for the financial service industry aids in achieving her goal of self-growth and development while being able to add value towards people’s lives. Having been exposed to this type of industry does not only educate her on how to handle her finances but also imparts her with lifelong principles that are applicable in her daily dealings.

Most of Wama's spare time is invested in indulging the different branches of Philosophy and exploring knowledge and adventure contexts.

Cellaine Sedigo

Cellaine studied for a few years in BS in Nursing and BS in Accountancy. She previously worked as a Customer Service Representative for BPO companies for about four years.

She likes working in the financial planning industry because it is motivating to see that she's able to assist in guiding someone in achieving their goals to have an easy and comfortable life.

In her spare time, she will do some chores then watch movies and spend time with family.

Jean Lizardo

"What I like the most about working with IB is the people. I feel security and belongingness, in the sense that whatever my queries and concerns are I have people I can tap with, and I know I am heard, and I am treated with respect and compassion."

Jean is a graduate of  Bachelor of Arts in English majoring in Applied Linguistics. Before joining IB, she worked in the BPO industry as a Claims Analyst in a banking account where they assist customers with their bank claims, she was also a Provider Service Advocate in a healthcare account where they assist health professionals with checking member's benefits, preparing prior authorization and checking the status of their claims.

What Jean likes about working in the financial planning industry is that it gives her an idea of what she can do to grow her own finances. Before, she really doesn't have that much deeper idea about investments and is afraid to risk things that she doesn't understand fully yet. By working in this kind of industry she is now able to personally invest funds in places with low risk (for now).

In her spare time, she is focusing on Cultivating Relationships and spending time with family, catching up with friends, reaching out to her colleagues and giving time for herself.

Mary Leguro

" People are very easy to work with and my working hours schedule fits my lifestyle so well"

Mary graduated with a Bachelor of Secondary  Education degree and Computer Science NCI. She has previously worked as an ESL Teacher (Japanese, Taiwanese, Korean, Chinese), ESL Counselor, ESL Scheduler, and Private High School Teacher.

She likes to work in the financial planning industry because it enables her to acquire more knowledge and experience to help people/clients.

In her spare time, she is trying her best to be productive as much as she can

Alice Lapas

"Investblue has a systematic approach in its processes. They have strong and approachable leaders to support employees and they value employee's well-being. I'm enjoying a work-life balance here."

Alice is an undergraduate taking Bachelor of Science in Electronics Engineering. She used to be Freelance Virtual Assistant and Customer service representative.

She likes working in the financial planning industry because the job requires attention to detail, being organized, and strong research skills. This is a real challenge for her, and she loves the feeling that she will slowly overcome these challenges.

In her spare time, she likes to just stay at home, watch vlogs and cook; however, right now, she is trying different outdoor activities like camping, trekking, riding a bicycle etc.

We'd love to make your financial dreams a reality.

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Your privacy is important to us and Invest Blue Pty Ltd ABN 91 100 874 744, trading as Invest Blue, which is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited. You may request access to your personal information at any time by calling us on 1300 346 837 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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Charles Badenach

Charles Badenach

Main street financial solutions, 5 from 100 google reviews, hobart, 7000.

Charles is a Certified Financial Planner® Professional, having worked as a financial planner for over 14 years. He previously worked in the legal profession with a major law firm and was admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.

Charles has a combined Bachelor of Arts and Laws Degree and a Graduate Certificate in Legal Practice from the University of Tasmania. He has also completed the Diploma of Financial Planning from Deakin University, the Graduate Diploma in Applied Finance and Investment through the Securities Institute and the Institute of Company Directors Diploma Course. Charles is also an accredited FPA Life Risk Specialist.

Charles has won a number of industry awards for his work in the financial services industry including:

  • IFA Excellence Awards – Innovator of the Year 2014
  • AFA Excellence in Education – State Winner 2014
  • Financial Standard Innovation, Leadership and Excellence in Social Media Award 2012
  • Money Management Australian Financial Planner of the Year 2011
  • Australian Future2 Community Best Practice Award 2011
  • Financial Planning Association Value of Advice National Award in the Pre-Retirement Category 2010

Other qualifications:

  • BA, LLB, DipFP, GDipAppFin, CFP®, GAICD, JP
  • Principal and Private Client Adviser
  • Authorised Representative of Lonsdale
  • In addition to this, Charles was runner-up for Tasmania in the 2012 FPA Certified Financial Planner® Professional Best Practice Award.

Charles has written a self-help financial book “Old Head on Young Shoulders” which made the national best-seller list. Charles has also co-written with Rebecca Fergusson two eBooks – “Secrets of Successful Investors” and “How to Choose Your Financial Planner.”

Charles is an associate member of the Financial Planning Association of Australia, the Association of Financial Advisers and the Law Society of Tasmania.

Charles specialises in providing financial planning, risk insurance and investment advice for clients throughout Australia.

Make an appointment to see Charles

The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and risk insurance details.

We look forward to working with you.

Specialty Areas: Financial Planning, Risk Insurance, Investment Advice

Rebecca Fergusson

Rebecca Fergusson

Rebecca Fergusson is a Certified Financial Planner® Professional with a strong background in accounting. Rebecca has been providing strategic financial planning advice to private clients, business owners, self-managed super funds and charitable foundations for over 20 years.


  • B.Com, CPA (FPS), DipFP, CFP®, LRS Life Risk Specialist, GAICD

Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist). She has completed a Diploma of Financial Planning through Deakin University and qualified as a Certified Financial Planner® Professional. Rebecca was involved with the Hobart Chapter of the Financial Planning Association of Australia for a number of years (including time as Chair). She is a graduate member of the Australian Institute of Company Directors.

Rebecca was named among the top practitioners in Australia for the Personal Investor Masterclass in 2000 and 2013 and was awarded the Investor’s Adviser Australian Adviser of the Year Award for 2002. She completed the LRS® Life Risk Specialist Program in 2013 and was awarded top student nationally for the subject LRS Life Risk Principles for Professional Planners. Rebecca has been interviewed in various magazines, has been a contributor to numerous publications and has spoken at a number of conferences.

Rebecca has co-written with Charles Badenach two eBooks – “Secrets of Successful Investors” and “How to Choose Your Financial Planner.”

Rebecca specialises in strategic financial planning, risk insurance and investment advice for private clients, Self Managed Super Funds (SMSFs) and small businesses. Her focus is on developing long-term relationships to enable her clients to achieve their financial and, ultimately, personal objectives and goals.

Make an appointment to see Rebecca

The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details.

Simon Ashman

Simon Ashman

Invest blue.

Simon is a dynamic planner and brings with him over 15 years’ experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®.

Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.

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Cameron Pereira

Cameron Pereira

Unica wealth.

Cameron is a Certified Financial Planner (CFP) and Private Client Adviser with UNICA Wealth. His prior roles have included Genesys Wealth Advisers as a Private Wealth Advisers, Compliance Officer with IOOF and a funds management role with Tasmanian Perpetual Trustees. Cameron also worked in the United Kingdom with AEGON – Scottish Equitable.

Cameron holds a Bachelor of Commerce, Graduate Diploma in Financial Planning and a Masters in Applied Finance. He is also Certified Financial Planner, the highest financial planning certification. Cameron has been recognised by the Financial Planning Association by receiving the 2014 Financial Planner AFP® of the Year Award – State Winner (Tasmania).

Whilst Cameron provides advice on all aspects of financial planning, his specific areas of expertise are assisting clients in the transition from working life into retirement as well as ensuring that young families (much like his own) have the fundamental plans in place that set the framework for a financially secure life.

Find out more

Todd Burrows

Todd Burrows

24 years after founding a Financial Advisory firm in Hobart, Strategic Financial Planning & Insurance, Todd and the other directors of Strategic, merged their business with like-minded advisory firm Invest Blue in 2021. This has been an exciting change as Invest Blue have the same passion for its people and clients. The merger has created a business of scale that allows us to be big enough to deliver in an ever-changing world, but still small enough to provide the care and family feel that people in Hobart have come to love about us.

At Invest Blue we feel that financial planning is so much more than investing people’s money. We spend time with our clients to really understand what they want out of life and then act as lifelong mentors and coach to assist them in achieving their goals.

Once we have identified (and quantified) these objectives we then help our clients make smart decisions with their money, and avoid silly mistakes. This is done through providing comprehensive recommendations via the development of a financial plan.

This financial plan then forms the basis for our ongoing coaching and review service. Even the likes of Greg Norman, Michael Jordan and Cathy Freeman had coaches and our process is designed to review the progress towards objectives, make any necessary adjustments and maximise the chance of success.

At Invest Blue we will partner with you throughout life's journey.

  • Specialties: Planning and Coaching
  • Wealth Accumulation strategies such as Self Managed Superannuation Funds
  • Cash Flow Management
  • Borrowing to Invest
  • Portfolio Management
  • Salary Packaging
  • Tax Effective Investments
  • Estate Planning
  • Death, Disability, Trauma and Income Protection Insurance

Book an appointment 

Tim Breen Financial Planner Financial Advisors

Shadforth Financial Group

Tim is a CERTIFIED FINANCIAL PLANNER® practitioner, the industry’s highest accreditation. He is a Financial Planning Association-accredited Life Risk Specialist and holds a Graduate Diploma in Financial Planning from the Financial Services Institute of Australia. Tim is an associate member of the Financial Planning Association.

Tim has a combined Bachelor of Commerce and Law degree from the University of Tasmania and a Graduate Certificate in Legal Practice. He has been admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.

Tim proactively delivers strategic and holistic financial planning and investment advice. He enjoys a close working relationship with clients and focuses on wealth accumulation and preservation through cash flow management and selecting the most appropriate superannuation and investment structures.

Tim is the State winner of the Financial Planning Association’s 2013 Professional Best Practice Award for a CERTIFIED FINANCIAL PLANNER®. Tim also won this Award in 2012. The Best Practice Awards are the highest in the industry.

Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.

Alister McCrae

Alister McCrae

Alister holds an MBA from the University of Sydney majoring in finance and marketing. He graduated with a degree in Fine Arts from the University of Tasmania in 1985 and, from 1986, worked with several major Australian and International funds managers, returning to Tasmania to join Shadforths.

Alister holds a Diploma in Financial Planning, a graduate Diploma in Applied Finance and Investment, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. In 2007 he was named in the top 50 in Australia for the Certified Financial Planner Master Class by Personal Investor Magazine.

Alister is a trustee or board member on several community, school and industry-based bodies including Shadforths Limited Board of Advice. He specialises in Financial Planning and Investment Advice for private clients advising on both managed investments and securities listed on the ASX. Alister is a Principal of Shadforth Financial Group.

Alison Greenwood

Alison Greenwood

Financial one.

Alison is passionate about Financial Literacy and empowering others to make smart financial decisions.

With close to 20 years in the Financial Planning Industry, she has seen the huge change that has occurred within the financial planning profession and fully supports the need for more transparent, ethical and well-researched advice.

Alison has the foundational education and qualifications to offer clients sound advice and ongoing support.  With a Major in psychology and a Diploma in Human Resources, Alison feels enabled to understand the importance of communication, relationships with others and the psychology surrounding money.

Alison’s previous experience includes holding key roles as Financial Planning Manager and Principal of an accounting firm, where she learnt to apply her Diploma of Business Management in a corporate environment, before starting her own fee-for-service Financial Planning business, that specialises in direct investment, Self-Managed Superannuation Funds and strategic planning.

Alison is a CERTIFIED FINANCIAL PLANNER® with a Diploma in Financial Planning, and was recently the winner of Charter’s 2014 State Adviser of the Year.

Alison has been a member of the Salamanca Rotary Club for 10 years and has worked closely doing seminars and offering pro bono work for the Leukaemia Foundation for the last 5 years.

Alison has also spoken on ABC radio a number of times on topical content, where she has been commended for her ability to explain financial concepts in simple terms.

Alison’s aim is to apply her knowledge, experience and passion, to positively change lives.

Michael Driessen

Michael Driessen

Gda financial services.

Michael has over 12 years of experience in the financial planning industry, including providing financial advice. Michael has considerable strength in the area of federal government superannuation schemes and is competent in all areas of financial planning, including investments, superannuation, pre and post-retirement and retirement strategies, risk protection and management.

In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Michael has completed the Diploma of Financial Planning and a specialist course in Self-Managed Superannuation Funds. Michael has also completed the ASX-accredited Listed Product Advisor Program.

Dominic Mulcahy

Dominic Mulcahy

Unica wealth.

​ Dominic has been providing financial planning advice since 1998. He is a Certified Financial Planner® and Chartered Accountant (Financial Planning Specialist) with a Bachelor of Commerce from the University of Tasmania and a Diploma of Financial Planning from Deakin University.  Dominic became a member of the Institute of Chartered Accountants in Australia in 1996 and is also a member of the Financial Planning Association of Australia Limited (FPA) and the Association of Financial Advisers(AFA).

Dominic has been recognised in the top 10 and 50 financial advisers in Australia on a number of occasions over the years, including more recently Australia’s Top 50 Financial Advisers in association with Barron’s.

Dominic provides advice across all financial planning aspects with specific expertise in the following areas:

  • Pre-retirement wealth accumulation
  • Retirement planning
  • Self-Managed Superannuation Funds
  • Strategic wealth management for family groups / multiple structures
  • Business succession and risk management​
  • Not-for-profit consulting

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The Best Financial Planners In Hobart

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Need Financial Advice in Hobart?

Let us find the Best Financial Planner for your Needs and Situation .

We have listed the 10 best Hobart  Financial Planners.

Finn Dorney Best Financial Planner Hobart

Finn Dorney – Shadforth Financial Group

B.Com, B.InfoSys, GDipFP, CFP®

Finn holds a combined Bachelor of Commerce and Bachelor of Information Systems degree from the University of Tasmania.  As well as a Graduate Diploma in Financial Planning through FINSIA he also holds the internationally recognised Certified Financial Planner ®  practitioner designation, the highest certification within the financial planning industry, and is a member of the Hobart Chapter of the Financial Planning Association.

Industry Recognition

  • The Financial Standard Power 50 (2023)
  • The Financial Standard Power 50 (2022)
  • The Financial Standard Power 50 (2021)
  • The Financial Standard Power 50 (2019)
  • The Financial Standard Power 50 (2018)
  • Barron’s Top 50 Financial Advisers in Australia (2017)

Finn is passionate about developing and maintaining long term relationships with his clients and enjoys helping people achieve their personal financial goals. He specialises in strategic financial planning with extensive knowledge in superannuation, wealth accumulation, retirement strategies, taxation planning and portfolio management.  Finn’s approach is to gain a strong understanding of his client’s cash flow position, which then allows him to recommend the most suitable investments to help them achieve their financial goals.

“I greatly value the personal contact and availability of Finn, and his ability to explain financial matters simply” – Lucia Ikin-De Brauw

Contact: Finn Dorney

strategic financial planning hobart

Matthew Hawkins – Elevate Wealth Solutions

B.Com, DFS, FChFP, Director Senior Financial Adviser

Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director of the Association of Financial Advisers.

Matthew’s specialities include retirement planning, insurance advice and wealth accumulation strategies. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

Matthew has been in the Financial Advice profession for over a decade and through his experience has seen firsthand the positive impact quality advice can have on a client’s financial affairs.

Understanding the importance that education plays in providing quality advice; Matthew has always made a commitment to work to the highest education and ethical standards which involves always putting our clients first.

We have long been of the view that professional Financial Planners should be highly qualified in line with the requirements of other professions such as law and accountancy.

Matthew is a member and National State Director of the Association of Financial Advisers (AFA) and is governed by the AFA Code of Conduct: Principles of Practice.

Level 2, 15 Victoria St, HOBART, TAS, 7000

Contact: Matthew Hawkins

lison Greenwood – Financial One

Alison Greenwood – Financial One

Senior Financial Adviser

Alison Greenwood has been a Financial Adviser for nearly 30 years and prior to starting her own business, worked as a Principal in an accounting firm. 

Alison is a certified financial planner and has nearly completed her Master’s of Financial Advice.  Her major in Psychology has been beneficial in helping clients understand money and in setting their financial goals. 

Alison is able to advise in all areas of financial planning from retirement planning, Self Managed Superannuation Funds, personal insurance and Centrelink entitlements. 

Alison enjoys developing relationships with clients and working with them to ensure they have the right information and appropriate strategies that are updated with regular review. 

Office L2, 100 Melville St, Hobart, 7000, TAS

Contact: Alison Greenwood

strategic financial planning hobart

Peter Mancell – Mancell Financial Group

CERTIFIED FINANCIAL PLANNER® Authorised Representative No 226296 Credit Representative No 403203 Peter has helped a very diverse range of clients with their financial planning needs for over 35 years; having founded Mancell Financial Group in February 1980. During this time Peter has gained extensive experience in strategic financial planning, estate planning, insurance planning, income tax, superannuation fund management and investment advisory services.

With a mathematics and psychology background from Sydney University, Peter and his team have built a world class wealth management business based on academically proven, evidenced based investment strategies. His team also provides management services to leading Australian privately owned licensee, FYG Planners, which operates from over 35 offices across 6 states and territories.

Peter has had a long term involvement in the Australian and New Zealand Asset Class Investors Association and in 2014 he was invited to chair the Global Association of Independent Advisers, whose presence crosses the USA, Canada, the UK, Europe as well as Australasia. Peter is absolutely passionate about advisers acting as true fiduciaries, free from conflicts and working solely in the interests of clients.

Peter has been happily married to his wife Leonie since 1982. Peter and Leonie have two daughters Lori & Brogan and a dog named “Paddy”. Peter has also had a long history of voluntary service in the local community across sport, the arts, local government entities, medical research and the health sector.

Contact: Peter Mancell

strategic financial planning hobart

Andrew Pearce – Collins SBA

Adviser, Director

Andrew leads our Business Advisory & Taxation team — specialising in strategic advice that helps business owners to streamline their operations, and drive profits up. His passion for, and past experiences as a small business owner are evident in the advice he provides his clients.


  • Bachelor of Commerce
  • Certified Practising Accountant
  • Graduate Diploma of Financial Planning
  • CPA Australia Top 40 Young Business Leader

About Andrew

Andrew has always had a fascination for business — which combined with a decisive mindset, has seen him embark on several successful ventures.

He bought his first business soon after graduating university — a takeaway shop called Taste of Asia. Four years later and ready for new challenges (and better coffee), he bought Aroma Records — a record shop/café.

Far from a desk jockey — Andrew’s other interests often see him leave the beaten path. His love of travel has seen him in wandering Southeast Asia, India (where he proposed to his wife) and Europe.

He’s not shy of water either — whether it be above (fishing), or below (diving). Weekends often see him immersed, along with fellow diver Jonathan Elliot, hunting for crayfish or abalone.

Office 29 Murray Street, Hobart, Tasmania 7000, GPO Box 1082, Hobart, Tasmania 7001

Contact: Andrew Pearce

strategic financial planning hobart

Jonathon Croome – SMF Wealth Management Pty Ltd

Jonathon Croome and SMF Wealth Management Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd (Consultum), ABN 65 006 373 995, AFSL 230323

T: 03 6215 5900 l F: 03 6215 5911 E: [email protected]

Jonathon Croome has been an Authorised Representative since 2006, providing financial planning advice and assistance to clients. Jonathon has worked in the financial services industry since 2005 and can provide assistance and advice on all financial planning areas.


  • Jonathon Croome ASIC Authorisation Number 301276.
  • SMF Wealth Management Pty Ltd ASIC Authorisation Number 467971.

Qualifications and memberships

  • Member Financial Planning Association of Australia

Jonathon Croome is also a registered tax (financial) adviser and is authorised to provide a tax (financial) service, where the advice is:

  • Provided in the context of the personal advice authorised by Consultum, and Part of the financial advice which interprets and applies the tax laws (including tax, superannuation and SMSF laws) to your personal circumstances.

Any tax agent services that are provided (including the preparation and filing of tax returns and liaison with the ATO, etc), are not provided under Consultum’s AFSL and are not covered by this FSG. They should be treated as a separate business activity.

Office Ground floor, 169 Liverpool Street, Hobart TAS 7000

Contact: Jonathon Croome

strategic financial planning hobart

Mike Hodge – Garvan Financial Planning

Mike Hodge, company Director and Senior Adviser, has been providing financial advice to Australians for 33 years. He holds an advanced diploma in Financial Planning and the distinguished Certified Financial Planner (CFP) qualification. Based in Hobart, but with clientele around Australia, Mike’s aim is to help secure your financial future. Mike has a relaxed approach and creates a tailored plan for each individual client. Mike is dedicated to efficient service and is readily available by phone, email or appointment.

Mike Hodge has been a qualified adviser with Garvan for the past ten years and is a member of the Financial Planning Association. As a Certified Financial Planner with a Diploma in Financial Planning and 33 years experience in the financial industry, Mike has successfully operated his own advisory firm in Tasmania for the past 30 years.

Mike employ’s a relaxed approach in sharing his extensive knowledge and experience by working together with individuals, families and businesses to achieve life and financial goals.

Garvan Financial Planning is recognised as one of Australia’s leading financial advice networks that carries on a tradition personified over 125 years ago by MLC founder James Garvan.

Established over 20 years ago, Garvan’s financial planning adviser network now consists of over 325 advisers located Australia-wide who currently manage over $10 billion of investments.

Garvan Financial Planning and its advisers are able to draw on the knowledge and experience of the wider NAB Group in providing current and high quality financial advice and services to you.

Office Suite 103, 119 Maquarie St, Hobart, TAS 7000 Australia

Contact: Mike Hodge

strategic financial planning hobart

Tim Lane – Accru Hobart

“If I understand what my position really is I can improve it.”

Tim helps clients to clearly understand where they are at and plan to achieve their goals. His experience is that small consistent incremental change can achieve big results.

Tim’s experience in the financial services sector is extensive. He began his career with a major Hobart firm, worked with Ernst and Young in Eastern Europe and later became Head of Mergers and Acquisitions for Genesys Wealth Advisers. He joined Accru Hobart in 2008.

Tim specialises in helping clients plan for the future with a focus on maximising business value. He consults on mergers and acquisitions, restructures and due diligence for a range of organisations. Tim specialises in the financial planning industry and helping practitioners with a wide range of issues related to their practices.

Tim also advises on a wide range of business issues and strategies – from valuations, sales and financing, to succession planning, minority equity investment models, transaction management and dispute resolution.

  • Business Management
  • Succession Planning
  • Financial Planning

Professional qualifications and memberships

  • Financial Planner, Authorised Representative of Fortnum
  • Certificate of Public Practice
  • Registered Tax Agent
  • Chartered Accountant, Fellow of Chartered Accountants Australia and New Zealand

Office Level 1, 18 Ross Avenue, Rosny Park, 7018, Tasmania, Australia

Contact: Tim Lane

strategic financial planning hobart

Stuart Barry – Tas Ethical

PRACTICE Principal and senior FINANCIAL adviser Masters of Business Administration (Finance), Bachelor Business (Accounting), Certified Financial Planner, Certified Member Responsible Investment Association of Australasia.

2016 Finalist Money Management Magazine, Financial Adviser of the Year

Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets, having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation. In his last role, he was based in Seoul as Country Manager for both South Korea and Japan, with responsibility for investment staff and operations in both locations.

Stuart has a Masters of Business Administration (Finance) and is also one of the few financial advisers around Australia to be certified by the Responsible Investing Association of Australasia for his ethical expertise. Stuart is also a Certified Financial Planner – which is the highest certification that can be awarded to a financial adviser.

He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise, accessing smart investment choices and knowing they have a pro on their side.

To relax, he enjoys his daily cycle commute, being out in Tassie’s natural environment and spending time with his family including four young children.

In addition to his busy family life and managing Tas Ethical, Stuart is President of the Tasmanian Land Conservancy, Treasurer for the South Hobart Sustainable Community, Board member for Tas Tex and also a Commissioner on the Tasmanian Liquor and Gaming Commission.

Office 86 Hampden Rd, Battery Point, Hobart, Tasmania 7004

Contact: Stuart Barry


The price for financial advisor services will vary depending on your financial situation and the tasks you want your planner to perform. For example, if you are looking for a complete holistic financial plan, the price will be quite different compared to getting advice on a specific situation or goal.

Financial planners generally charge fixed prices depending on what service is provided. There will usually be an upfront fee for the initial plan and strategy, followed by an annual fee for regular reviews. According to the Financial Planning Association ( FPA ), the average initial set-up cost is around $3,300, and then around $4,300 per year for annual advice and maintenance. However, be sure to discuss fees with your financial advisor up front, as they may have a different fee structure.

The majority of the best financial advisors in Hobart are based in the City Centre and Battery Point. However, there are a number of financial planners who operate out of offices in Rosny Park in the East and Granton in North Hobart.

However, it also worth noting that many financial planners are currently offering virtual appointments. Therefore, it is worth reaching out even if your preferred financial advisor isn’t in a convenient location for you.

To compile a list of the best financial planners, we have reviewed all of the financial advisors in Hobart. To help determine our top ten advisors, we assessed their qualifications, how long they have been advising, testimonials, and their track record of reviews on Google and Facebook. Only those advisors that have received consistent positive feedback have been included on our list of best financial planners in Hobart.

Finding the right financial advisor for you can be a complicated process as there are many different types of financial advisors. If you are looking for a financial planner in Hobart, here are some things you might want to consider.

First, what qualifications and accreditations do they have? This alone does not make them the best financial advisor for you, but at least you know that they’ve done the proper tests and registrations.

Second, do they have any specialisations or have a particular type of client? This can help you determine if they have the expertise and relevant experience for your type of situation.

Finally, how is their communication? At the end of the day, you need to know that you can have a free line of communication with them. They will need to listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable speaking with and listening to your financial planner.

Need financial planning advice in another area of Australia? Check out our recommended best financial planners in:

  • New South Wales:  Sydney ,  Newcastle , Central Coast
  • Victoria: Melbourne , Geelong
  • Queensland: Brisbane , Gold Coast , Sunshine Coast , Townsville , Cairns
  • Western Australia: Perth
  • ACT: Canberra
  • South Australia: Adelaide
  • Northern Territory: Darwin

If you would prefer a female advisor, our list of the best women financial planners and advisors in Australia is a great resource.

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This website showcases the best Financial Planners in Australia and makes it easy for you to find them. We have listed the Top 10 Financial Planners in each capital city based on our selection criteria.

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Best Financial Advisors

The best financial advisors in Hobart.

Michael Fox

Michael Fox — Main Street Financial Solutions

Private Client Adviser

Michael represents the future of financial planning in Australia being highly qualified, motivated and focused on delivering best practice outcomes for the clients of Main Street. Michael is well qualified having completed a Bachelor of Business, Master of Financial Planning… More info

Contact Michael Fox

Matthew Hawkins

Matthew Hawkins — Elevate Wealth Solutions

Senior Financial Adviser

Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director… More info

Contact Matthew Hawkins

Simon Ashman

Simon Ashman — Strategic Financial Planning

Director/Financial Adviser

Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics via the University of Tasmania… More info

Contact Simon Ashman

Todd Burrows

Todd Burrows — Strategic Financial Planning

Todd started Strategic Financial Planning in 1996 having always strived to build a business like Strategic.  Todd has guided the business through various evolutions.  Seeing value in holding the highest qualifications, Todd was one of the first planners to achieve… More info

Contact Todd Burrows

Tim Breen

Tim Breen — Shadforth Financial Group

Tim is a Private Client Adviser in the Hobart office for the Shadforth Financial Group. Tim is a CERTIFIED FINANCIAL PLANNER® practitioner, the industry’s highest accreditation. He is a Financial Planning Association accredited Life Risk Specialist and holds a Graduate Diploma… More info

Contact Tim Breen

Cameron Pereira

Cameron Pereira — Unica Wealth

Cameron has over 10 years of experience in the financial services industry and has been providing financial planning advice since 2010. He is a Certified Financial Planner® and holds a Bachelor of Commerce from the University of Tasmania, as well… More info

Contact Cameron Pereira

Dominic Mulcahy

Dominic Mulcahy — Unica Wealth

Managing Director, Private Client Adviser

Dominic has been providing financial planning advice since 1998. He is a Certified Financial Planner® and Chartered Accountant (Financial Planning Specialist) with a Bachelor of Commerce from the University of Tasmania and a Diploma of Financial Planning from Deakin University.… More info

Contact Dominic Mulcahy

Rebecca Fergusson

Rebecca Fergusson — Main Street Financial Solutions

Principal and Private Client Adviser

Rebecca Fergusson is a Certified Financial Planner with a strong background in accounting (Certified Practising Accountant). Rebecca has been providing strategic financial planning advice to private clients, business owners and charitable foundations for over 20 years. Rebecca holds a Bachelor… More info

Contact Rebecca Fergusson

Jonathan Elliot

Jonathan Elliot — Collins SBA

Adviser, Managing Director

Qualifications Bachelor of Commerce Diploma of Financial Planning Certified Financial Planner Jonathan’s role Jonathan helps our clients build, protect and manage their wealth — using cash flow management, sound investment strategies, risk insurance, and estate planning. About Jonathan Born and… More info

Contact Jonathan Elliot

Peter Mancell

Peter Mancell — Mancell Financial Group

Managing Director

Peter has helped a very diverse range of clients with their financial planning needs for over 35 years; having founded Mancell Financial Group in February 1980. During this time Peter has gained extensive experience in strategic financial planning, estate planning,… More info

Contact Peter Mancell

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All information on this website is to be considered for general information purposes. While all care has been taken in the collation of the individual advisor profiles and listings, we accept no responsibility should any issues arise as a result of engaging advisors showcased on this website. We are not responsible for the advice of the Financial Advisors listed on this website.

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How financial planning is regulated

2017 was a big year for the financial planning industry. It introduced measures in the corporations act that raised the education, training and ethical standards of financial planning advisors to protect the layman from buying products they didn’t understand. Here’s a brief summary of the requirements of personal financial planners.

  • Providers must have a relevant bachelor or higher degree, or have an equivalent qualification.
  • They need to pass an exam for ethics and knowledge.
  • Advisors must meet continuing professional development requirements each year.
  • New planners need to undergo a full year of training and supervised work.
  • Finally they must comply with code of ethics and be covered by a compliance scheme that monitors and enforces the advisor’s compliance.

Only if compliant with the above requirements, can a provider advertise financial planning for retirement and other advice. Find a qualified financial planner from a financial planning company or firm from one of our listings today!

Blue Cube Financial Planning

Level 10 39 Murray St, Hobart, TAS, 7000

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LvL 2 144 Collins St, Hobart, TAS, 7000

Solas Financial

Level 7 45 Murray St, Hobart, TAS, 7000

GDA Financial Services

Level 2 94 Liverpool St, Hobart, TAS, 7000

Quadrant Superannuation

Lvl 5/ 85 Macquarie St, Hobart, TAS, 7000

Garvan Financial Planning Suite 103 119 Maquarie St, Hobart, TAS, 7000

Knox Financial

Level 13/ 39 Murray St, Hobart, TAS, 7000

AustChoice Super

169 Liverpool St, Hobart, TAS, 7000

Ethical Choice Investments

210 Collins St, Hobart, TAS, 7000

PKF Chartered Accountants & Business Advisers

Amp Building 27 Elizabeth St, Hobart, TAS, 7000

Level 5, Nab House, 86 Collins St, Hobart, TAS, 7000

Russell Eaton

Level 1 27 Elizabeth St, Hobart, TAS, 7000

Financial Wisdom Limited

Level 11/ 39 Murray St, Hobart, TAS, 7000

Count Wealth Accountants

1st Flr 160 Collins St, Hobart, TAS, 7000

Island Strategic Planning

Level 2 162 Macquarie St, Hobart, TAS, 7000

Investor Financial Planning

Level 1 142- 146 Elizabeth St, Hobart, TAS, 7000

Mark O'Neill Painting

Level 2/ 100 Melville St, Hobart, TAS, 7000

RI Advice Hobart

2 Davey St, Hobart, TAS, 7000

RI Advice / RetireInvest

Scott lamont & associates.

290A Murray St, Hobart, TAS, 7000

Warneford House 3 Warneford St, Hobart, TAS, 7000

Nigel J Barling Financial Services

105 Macquarie St, Hobart, TAS, 7000

RetireInvest / RI Advice

2 Davey Street, Hobart, TAS, 7000

Invest Blue

Hobart financial planning, wealth managers pty ltd.

169 Liverpool St, Hobart, TAS, 7001

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Hobart Wealth

Business Financial Planning

Hobart offers financial planning for business owners that help clients build wealth outside of their company.

Build Personal Wealth With Our Financial Planning for Small Business Owners

As a business owner, your days are consumed by thinking of ways to grow and improve your company. Any revenue generated is typically reinvested back into your organization to increase efficiency and provide your staff with the tools they need to succeed. However, these are also your primary working years, and building personal wealth is important to developing a proper retirement plan. Many business owners understand the specific details of their company, but that distracts them from making a net worth that allows them and their families to live comfortably after retiring.

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Hobart understands the challenges many small to medium-sized business owners face when balancing net worth allocation and offers business financial planning services that help them save for retirement and protect their family’s long-term wealth while building their company. Our Certified Financial Advisors have nearly two decades of experience developing strategies and providing the necessary discipline that allows our clients to create a personal fortune using the following techniques:

  • Tax shelters
  • Retirement accounts

Financial Advisors for Business Owners That Build a Succession Strategy

Building and maintaining a business requires years of dedication and hard work, and when it’s time to retire, you want to ensure it remains in good hands . Hobart Wealth understands these concerns and works with clients to develop an efficient succession plan that minimizes tax exposure and verifies the people you want to receive your assets. Our team works with qualified attorneys to make sure your requests are met.

Get the Guidance You Need From a Leading Business Financial Planning Company

Finding the right company to build your long-term financial strategy is essential to reaching your retirement goals. Contact Hobart today to schedule your free consultation and start developing your business financial plan.

Financial Planning for Business Owners Backed By Transparent Communication

As an independent company, Hobart Wealth understands the unique needs of small to medium-sized businesses. That’s why we embrace a team approach to our business financial planning and frequently communicate with our clients to verify their needs are met. From bi-annual meetings with Certified Financial Planners to quarterly meetings with advisors, our ensemble practice provides business owners access to an entire cast of professionals and allows us to offer a higher level of service.

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Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. Any reduction in taxes would depend on your specific tax situation. You are advised to seek the advice of a qualified tax or legal professional for such matters. This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please see Item 8 of our ADV 2A Brochure for additional information on the risks associated with our services. By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products. Any references to protection of benefits, safety, security, or steady and reliable income refer only to fixed insurance products. They do not refer, in any way, to securities or investment products. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company, and may be subject to fees, surrender charges, and holding periods which vary by insurance company. Insurance products are not FDIC insured. Our firm provides links to third party articles to assist users in locating information on topics that might be of interest to them. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by the Firm of the sponsors of the site or the products presented on the site. Please consult your tax, legal, and/or financial advisor prior to making any decisions regarding these third-party articles. Hobart Wealth is not affiliated with the U.S. government or a governmental agency. No information contained within was approved by, endorsed by, or authorized by the Social Security Administration.

Leadership Team

Our Approach

Financial Planning

Wealth Management

7733 Ballantyne Commons Pkwy, Ste. 101 Charlotte, NC 28277

888-553-0122 704-553-0123

[email protected]

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Lead Investment Strategist Investment Policy Committee

Jacob Woodrum’s career in financial services was inspired early in life by his father, a business owner and investor who spurred Jacob’s interest in financial markets and how they work. Jacob carries this passion into his role as our Lead Investment Strategist and guides the firm’s investment strategy focusing on macroeconomic factors, market analysis, and contributing his insights to the investment decision-making process of the firm.

Jacob is a Certified Financial Planner™ professional and a 2023 CFA® Level III candidate and is guided by the philosophy of sowing, then reaping. “In investing, we know things go through seasons and cycles. There will be times when new buds of opportunity appear. Times for exceptional growth and times when we harvest from that growth.”

“There will also be seasons when the tree will look barren in its winter period. The key point is not to uproot the tree in the middle of January. We know the season will change, and new growth will eventually appear. These things are cyclical. Portfolios must be watered, harvested, fertilized, and pruned just like a growing tree. Ultimately, patience and persistence are key to a healthy and fruitful outcome.”

Jacob and his wife, Allie, love exploring Charlotte with Jade, their three-year old Golden Retriever. They are excited about adding another member to the Woodrum family in June 2023 and enjoy trying out new restaurants and walking or biking around the city. Jacob credits much of his success to family, and he and his wife love spending time with their families in Virginia and West Virginia

Chief Compliance Officer Investment Policy Committee Leadership Team

Thomas Hamilton joined Hobart Wealth in the summer of 2018. Having been in the financial services industry since 2005, his breadth of experience added immediate value to the team. Thomas balances his days by running the compliance program for the firm while assisting with the operations of the firm, from trading to database management. He also sits on the firm’s Investment Policy Committee.

Thomas chose to pursue a career in the financial services industry in 2005 when he learned his parents were hit with a massive tax payment in 1998 after their financial advisor misled them. As a result, Thomas made it his mission to help others avoid misguided decisions in their financial lives.

Thomas says the best thing about working at Hobart Wealth is its team-based structure. “It’s a close-knit firm with a small company atmosphere, but with the ability to do things on a large scale,” he said. “My opinion matters, and the absence of large corporate bureaucracy is refreshing. The work everyone does every day is clearly helping both the firm and its clients be successful.”

Thomas and his wife, Jessica, have two kids, Caleb and Shelby, and one dog, Albus. Thomas loves spending time with his family, cooking, gardening, listening to music, and tinkering with electronics. He also enjoys binge watching Netflix and YouTube with his wife and kids.

Chief Bark-eting Officer

Meet Winston, our furry friend with a nose for smart financial moves. As our Chief Bark-eting Officer, Winston is an ambassador of goodwill and welcomes all Hobart Wealth visitors with an enthusiastic tail wag.

This miniature dachshund is great at sniffing out good investments. He is currently bullish on Bully Sticks and enthusiastic about the bedding industry, seizing every opportunity to take long naps at the window on his comfy bed.

As the top dog of finance, Winston reminds our clients and team members that it’s good to work hard and play hard. And like the rest of our team, he’s loyal and always happy to serve – especially if it results in a belly rub or extra treats!

Wealth Advisor

Jock has worked as a financial advisor since 1971. He formed Navigator Financial, a financial advisory firm, in 2001 and merged with Hobart Financial Group in 2013. Jock serves high net worth clients and works with small business owners to implement 401(k) plans and key-employee benefit plans. Understanding a client’s unique needs is the core of Jock’s philosophy, and he focuses on building client relationships constructed on a foundation of trust and integrity. He stresses the importance of a long-term investment outlook before making short-term or individual investment decisions. Jock is a graduate of The University of The South in Sewanee, Tennessee.

He is a past trustee of the university and serves as his class annual fund chairman. He is also past president of the Chartered Life Underwriters (CLU) chapter in Charlotte, North Carolina. Jock resides in Charlotte with his wife, Anne, a retired teacher/librarian. They have two grown children, Drew and Stewart, and two grandchildren. Jock is an active member at Myers Park Presbyterian, where he served as a church officer. In his downtime, Jock enjoys a good book, gardening, and a game of golf.

Senior Wealth Advisor Investment Policy Committee

As Senior Wealth Advisor, Andrew works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and succession planning. He also builds relationships with local CPAs and estate planning attorneys, enabling Hobart Wealth to give clients a truly comprehensive, individual and holistic financial plan.

From an early age, Andrew wanted to help people in a big way – and knew that he could truly make a difference through financial advising. “I get to help people live their Bucket List Retirement,” he said. “Early in my career, I had this sense that retirement was essentially a permanent vacation with nothing to worry about. I quickly found out that retirement is the most significant, fundamental shift you will ever experience with your money which can be incredibly scary. Every day, I have the privilege of helping wonderful people navigate through the unknown.”

Andrew has been with Hobart since 2010, and his favorite part of the firm is its character. “Our clients choose to work with us because this is where you go to be part of a family, not a file in the cabinet,” he said. “I love working here because of the same reasons someone would choose to become our client: family values, passionate professionals, fun loving, genuine and ethical.”

Andrew’s free time is immersed in activities with his wife, Leslie-Ann, and their children, Easton and Isla. He enjoys coaching Easton and Isla’s sports teams, backpacking and hiking, and rooting on the Carolina Panthers.

Finance Officer Leadership Team

Renee is responsible for making sure the firm runs like a well-oiled machine with her work in office accounting. In addition, she is also focused on community outreach and philanthropy.

Prior to joining Hobart Wealth, Renee worked as an analytical chemist with Merck; she later transferred within the company to pharmaceutical sales educating doctors and nurses on Merck’s product lines.

Renee is excited to be part of the Hobart Wealth team. “Although I’m on the sidelines, I’m passionate about getting to know our clients and watching our team sincerely do the best for our clients,” she said. “I believe in the mission and vision of what we do. My favorite part of working here is feeling purposeful, that we’re making a difference in clients’ lives.”

Renee enjoys traveling and spending time with friends and family and cheering on the Panthers. An avid fan of the theater, she is an active volunteer with the Blumenthal Performing Arts Center in Charlotte. Renee is married to Chris, and they have two daughters, Sloane and Blythe.

Director of Financial Planning

Senior Wealth Advisor Leadership Team

In his role as Director of Financial Planning and Senior Wealth Advisor, Corey guides others in their financial lives and provides them with a better understanding of their financial picture. He works with clients to develop tax, estate, beneficiary, and income planning strategies. Corey divides his time between meeting with clients and working behind the scenes to build retirement plans that stand the test of time.

Corey’s interest in the financial world was developed in college. During his first post-college job, he realized that managing finances took more dedication and effort than he had previously thought. “There were so many complexities that I hadn’t considered before,” Corey said. “I also realized that most people don’t understand the nuances associated with managing their money.”

While Corey enjoys teaching people about the process of saving, growing, and passing money on to future generations, his favorite part of working at Hobart Wealth is getting to know the clients. “There is so much to be learned through listening to others,” Corey said. “We have a unique opportunity to hear stories of success, adventure, love, and grief. It is an honor to me that our clients open up that part of their lives to us.”

Corey loves to travel and hike, checking new destinations off his list. Corey has his camera with him everywhere, capturing pictures of his adventures.

Visionary Investment Policy Committee Leadership Team

Most financial planners follow a typical process, but Chris Hobart has never been one to do things the “typical” way. After all, 9-year-olds don’t typically start a restaurant in their parents’ basement. But entrepreneurship and hard work has always made sense to Chris – and that drive led him to create a financial planning and wealth management firm that does things a little differently.

Chris has always been one to dream big, for himself and others. He’s dedicated his life to helping people imagine and create for themselves that goes beyond typical. He’s also made it his mission to help clients make smart decisions for their future by providing honest, thoughtful advice and service that always exceeds expectations.

Chris even helps other advisors build their own better-than-typical practices, believing that every individual deserves access to trustworthy financial guidance. His wise counsel has been featured in national media publications, including CNBC, CBS, The Wall Street Journal and USA Today.

He’s also a recurring guest and sponsor on WCNC and WBT in Charlotte. As an avid supporter of his local community, Chris donates time and resources to Charlotte’s local organizations. He and his wife, Renee, are avid supporters of the performing arts, and they have a joint passion for making arts education and musical theater accessible to all young people. Chris has also served on the Board of Directors for Junior Achievement of Central Carolinas, a local organization that helps young people unleash their true potential with financial education.

Family means everything to Chris. He credits his hard work ethic and positive life outlook to his parents, who taught him valuable lessons about being a great husband, dad and leader. He spends most of his time outside of work with Renee and their two daughters, Sloane and Blythe, and he loves nothing more than traveling with his girls and seeing the world through their eyes. Chris is also an avid fly fisherman, enjoys hiking, spoiling the family dog, a miniature dachshund named Winston and tending to his hobby koi pond.

Executive Assistant Leadership Team

As the executive assistant and event coordinator, Kim Collins juggles a variety of daily tasks. She’s charged with coordinating firm events, providing administrative support and making sure Chris knows exactly where he needs to be and when he needs to be there. Kim also oversees building management, ensuring the office’s physical environment is inviting for both clients and staff.

In 2018, Kim relocated to Charlotte from Sarasota, FL, where she spent four years working as the event coordinator for a wealth management firm. But her work experience hasn’t been limited to just financial services; in fact, you might describe her background as eclectic. “I have been a cosmetologist, cemetery manager, fire educator and fire instructor,” Kim said.

Kim and her daughter, Hannah, reside in the Ballantyne area. She can be found on the weekends enjoying time with her friends, exploring wineries throughout North Carolina and volunteering within her community.


When you walk in the front doors of Hobart Wealth or call our offices, you’ll likely be greeted by Amy. As our receptionist, she welcomes visitors and callers and assists with the daily operations of the office.

Amy believes in providing “service with a smile,” noting that a smile can go a long way in making someone’s day better.

Amy lives with her husband and their two chihuahuas, Gringo and Geraldo Rivera (yes, named after the talk show host). Outside of work, she enjoys exercising, socializing with friends, exploring new places and trying out new restaurants.

Client Service & Operations Specialist

Kelly got her start in financial services in 2012, working alongside her father. Upon her father’s retirement, Kelly joined the Hobart team and has since expanded her knowledge to included operations in addition to client service. As a client service & operaƟons specialist she handles a variety of tasks, including servicing client accounts, making sure new accounts are set up properly, handling portfolio updates and trading client accounts.

After graduating from college, Kelly saw an opportunity to help people and work with her father. “I enjoy knowing that we’re helping take some of the pressure off of people’s shoulders,” she said. “Retirement can be a very scary transition. I love having the opportunity to meet and talk to so many folks about their lives.”

Kelly holds her life and health insurance licenses in North Carolina and her Medicare Supplement and Long-Term Care licenses. She has also passed her Series 65 securities exam. She is a graduate of North Carolina State University’s College of Textiles, where she earned her Bachelor of Science in Fashion Textile Management.

Kelly lives with her cat, her dog, a ball python, and hundreds of houseplants. She’s an avid gardener and cook and loves to spend time checking out new breweries with friends. She can never get enough of the outdoors – doing everything from camping/hiking/backpacking to kayaking and paddleboarding. She also enjoys traveling when she can spare the time away from home.

Client Service Specialist

Doris brings more than 25 years of experience in the insurance industry to her role as a Client Service Specialist. She spent the first decade of her career at Prudential. Prior to joining Hobart Wealth, she worked at CRUMP/Truist for 15 years, starting as a Sr. Case Manager in life insurance and was a Supervisor of Case Managers for the last 6 years.

During her long tenure, Doris has seen firsthand how life insurance can make a difference in clients’ lives. “The insurance industry exposed me to the importance of making sure families and businesses are financially taken care of in the event of a loss,” she said. “It opened my eyes to how important it is to save and plan for your future and retirement as soon as possible. I also believe in the importance of life insurance and how it is used for estate planning and wealth preservation.”

Doris is a graduate of SUNY Stony Brook, where she earned her Bachelor of Science degree in Business Management.

Outside of work, Doris loves cooking, interior design and going outdoors for a hike. She also enjoys spending time with her son, Justin, and her pug, Max.

Nancy brings over a decade of financial industry experience to her role as Client Service Specialist. Before joining Hobart Wealth, she worked for another financial firm, where she set up investment accounts and assisted with financial planning.

“I’ve always been a numbers person,” Nancy said. “That’s one of the reasons I ended up in the financial industry.”

But it was the opportunity to serve clients that drew her to Hobart Wealth. “I enjoy meeting people, discovering their needs and helping to find a solution,” she said. As a Client Service Specialist, she will help advisors plan and prepare for meetings and assist clients when they call in with requests.

Nancy and her husband, Ken, enjoy spending time with their family: son David and his wife Shelby, daughter Joanna, and grandson Vincent. They also have a cockapoo named Finn. Away from work, Nancy enjoys playing tennis, traveling and finding ways to stay active.

Dean has had a long career in financial services. He started as an entry-level cashier in 1985, accepting deposits and bonds. He then moved to become a wire operator, where he transmitted trades direct to the trading floor. The new role sparked a passion for learning more about investing and planning.

Dean worked his way through the ranks and eventually spent 12 years at Morgan Stanley as a registered service associate. While there, his duties included setting up new accounts, overseeing transfers and trading. Now, he brings a wealth of experience and knowledge to his role as Client Services Specialist at Hobart Wealth.

Dean and his wife, Tami, have a grown daughter, Lacey, and a granddaughter, Emmy. Dean and Tami enjoy cooking together and trying out new recipes. The two are also avid gardeners; they have planted several trees and love seeing the flowers bloom in their flower beds

Nick Adkins is wired to serve others. He enjoys helping people in areas where he sees a great, underserved need, and he put these qualities to work first in the military before turning to a career in financial services.

Nick was previously a financial advisor with Raymond James, where he was in charge of planning, creating portfolios and servicing clients. Now he puts that experience to work as a Wealth Advisor at Hobart Wealth, helping clients realize their financial goals through dedicated service and ongoing planning.

As an advisor, Nick challenges his clients and himself to keep an open mind. “One of my favorite quotes is from George Bernard Shaw, who said, ‘Those who cannot change their minds cannot change anything,’” Nick says. “I believe if you aren’t willing to always be learning and remain open to new ideas, you can’t have an impact on the world around you.”

Nick and his wife, Alex, have a daughter, Hazel, and a very dear dog named Salem. Outside of work, Nick enjoys spending time with his family, weightlifting, fishing and any activities at the beach.

Director of Insurance Planning

As the Director of Insurance Planning, Jonathan helps clients understand the important role insurance plays in their retirement, tax and legacy planning. He partners with advisors to create tailored insurance plans to protect clients from potential risks they may face during both their working and retired years.

Jonathan brings more than 15 years of experience in insurance planning to the Hobart Wealth team. His passion in the field was spurred after watching three of his grandparents struggle with Alzheimer’s and dementia diagnoses and seeing the toll a long-term health crisis can take on family members. He was inspired to help other families protect against similar situations through proper insurance planning.

Outside of work, Jonathan enjoys swimming and biking with his bonus son Logan and wife Jen. Jonathan is into anything sports-related, particularly golf, and is an active leader of Freedom House Church in Cornelius. Traveling, working out, and playing cards are some of his and Jen’s favorite times together.

Chief Operating Officer Investment Policy Committee Leadership Team

Making sure the Hobart Wealth office runs smoothly is a big task – but Bob Barton is up for the challenge. As Chief Operating Officer, he oversees operations and makes sure all processes and systems create a first-class experience for our team members and clients.

Bob’s career has been an eclectic one: He’s worked in sales, management, finances, logistics training and operations. He had the honor of previously serving as an Army officer before becoming a pastor/teacher/church planter and entrepreneur. He also previously worked at Pfizer before joining the financial services industry.

Bob sees a common thread in all his work. “I have worked in areas where I cared for others spiritually and physically,” he says. “Now I do the same with their finances. Our wealth encompasses our most valuable and important physical resources. Caring for those things is a sacred trust.”

The “Hobart Ie” convinced Bob to join the team. “Our leadership, our vision, our heart for service … it’s all top shelf,” he says. “When great people are doing wonderful things for amazing clients – it’s a joy and I’m honored to be part of it.”

Bob and his wife, Pam, have a grown son, Billy, who lives in Concord, North Carolina. Bob continues to use his gift of speaking and teaching whenever he can. He also enjoys fishing, hunting, remodeling, golfing and a good game of Pickleball.

Fintech Administrator Leadership Team

Wendy Casale believes preparation is the key to success in work and life—an outlook that makes her the perfect fit as Fintech Administrator. In her role, Wendy handles all things techrelated for the firm, including client and advisor support, system management, and process documentation. She’s always making sure we’re using the right tech tools to give clients the best experience possible when accessing and managing their accounts.

Wendy’s interest in the financial services industry was piqued during her very first college class, which led her to courses about economics, personal finance, and marketing. Discussions about the potential retirement crisis facing Americans today and the importance of taking charge of your own retirement inspired her to pursue a career helping people plan for their future and make a positive impact on their financial picture.

Before joining the Hobart Wealth team, Wendy gained a wealth of experience working at Vanguard and Wells Fargo. Hobart Wealth “feels like a family,” she said. “If a team member sees that a process can be done better, opinions and ideas are genuinely heard.” Wendy and her husband, Bobby, have three children, Victoria, Allison, and Mila. The family loves visiting Freedom Park/Carowinds in the summer, as well as trying new Charlotte restaurants and checking out live bands throughout the year.

Peter is charged with overseeing the Hobart Wealth Client Services team. In his role, he works directly with advisors to get answers to clients’ questions and makes sure every client request is handled quickly and accurately.

Peter brings more than a decade of knowledge and experience to his role. Before joining Hobart Wealth, he worked at Axos Advisor Services (formerly E*Trade Advisor Services), where he worked with six investment advisor firms with more than $2.5 billion in assets under contract. During that time, he gained a wealth of knowledge and experience in resolving client issues and cultivating strong client relationships.

The attention to relationships is what drew Peter to Hobart Wealth. “The relationships that exist here are amazing,” he said. “People care about their clients and coworkers, and it shows. I really enjoy how everyone works hard for our clients.”

Away from work, Peter enjoys outdoor activities like camping in the mountains and swimming at the beach.


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