Get aged care financial advice in New South Wales

Moving into residential aged care? Expert financial advice can assist the process and give you peace of mind. Find a financial adviser near you.

23 aged care financial advisers in New South Wales

Accountcorp Financial Planning

Karen Kavanagh

The Terraces, 1/1 Iolanthe Street, Campbelltown, NSW

(02) 4625 9411

Affinity Aged Care

Benjamin Graham

Unit 4, 14 Columbia Way, Baulkham Hills, NSW

(02) 8078 0888

Affinity Aged Care

Kate Golder

Level 9, 60 Carrington Street, Sydney, NSW

(02) 8078 0888

Arrive Wealth Management

Iain Reid

Suite 23.02, Level 23, MLC Centre, 19-29 Martin Pl, Sydney, NSW

(02) 8016 3213

Chat Financial Planning

Michael Lehner

Suite 101, Level 1, 22 Belgrave Street, Kogarah, NSW

(02) 9119 8212

Compass Financial Management

Warrick Affleck

5 Star Complex, 158 Gordon Street, Port Macquarie, NSW

(02) 6583 2211

Dome Financial Group

Geoff Whiddon

1 Hopetoun St, Charlestown, NSW

(02) 4969 7069

Emohruo Financial Services

Paul Fitzpatrick

4B/20 Argyle Street, Camden, NSW

(02) 8205 1228

GJ Financial Services

Bruce Gale

Level 1, Suite 3, 2-4 Merton Street, Sutherland, NSW

(02) 8539 7999

Hillross

Megan Aikman

Level 10, 20 Hunter St, Sydney, NSW

(02) 9003 4100

Hillross

Michael Schnabel

Caldarra Court, Level 1, Suite 12 1008 Old Princes, Engadine, NSW

(02) 9548 2326

Hillross Fairy Meadow

Dianne Chalk

Suite 2-3 / 63 Princes Highway, Fairy Meadow, NSW

(02) 4285 2511

Hillross Zenith

Simon Boylan

Suite 2, 379 Port Hacking Road, Caringbah, NSW

(02) 9525 7977

Huon Financial Planning Pty Ltd

Anne-Marie Humphries

346 Griffith Road (PO Box 401), Lavington, NSW

(02) 6025 7000

Illuminate Advisory

Rahul Bindra

8/45 Edward Bennett Drive, Cherrybrook, NSW

0478 004 849

InvestiCare

Dianne Martin

Level 1, Unit 9, 75 Cygnet Ave, Shellharbour City Centre, NSW

(02) 4297 6278

JSA Group

Bruce Killingly

Level 5, 250 Pacific Highway, Charlestown, NSW

(02) 4908 0999

Mercer

Bharath (Bob) Lyengar

Tower 3, 201 Sussex St, Sydney, NSW

(02) 8864 6896

Oatley Financial Services

Deborah Lin

Suite 4, 89 Mulga Road, Oatley, NSW

(02) 9580 0933

One Plan Financial Planning

Angela Richards

27B Byron Place, Mudgee, NSW

(02) 6372 0716

Vaughan & Monaghan Insurance and Financial Services

Justin O'Donoghue

Suite 1, The Madison 25-29 Hunter St, Hornsby, NSW

(02) 9485 3618

Walliss Financial Services

David Yardley

Level 30, 100 Miller St, North Sydney, NSW

(02) 9922 2399

A quick word on financial advisers and DailyCare

To be listed by DailyCare, financial advisers (also known as financial planners) must meet the following eligibility criteria:

  • must hold a Certified Financial Planner (CFP®), a Fellow Chartered Financial Practitioner (FChFP), a Certified Practicing Accountant (CPA), a Chartered Accountant (CA) or a Master of Financial Planning (MoFP) qualification,
  • must be a member of one of the following professional bodies: Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA), CPA Australia or Institute of Chartered Accountants (ICAA) and demonstrate to BCSA’s reasonable satisfaction that it is committed to upholding the relevant association’s Code of Professional Conduct,
  • advisers who are employed by, or are authorised to represent, a licensed advisory business which has agreed to be listed upon invitation from DailyCare,
  • accredited Aged Care Professional™ through Aged Care Steps (or equivalent),
  • expertise in aged care advice,
  • commitment to ongoing education, and
  • an understanding of DailyCare’s philosophy and purpose.

DailyCare does not receive commissions from financial advisers.