Get aged care financial advice in Queensland

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

15 aged care financial advisers in Queensland

Core Value Financial Advice

Alison Hutchings

Level 4, 130 Bundall Road, Bundall, QLD

1300 944 011

EncompassWealth

Helen Russo

37a Kennigo St, Spring Hill, QLD

1300 199 693

Goldsworthy Investments

Peter Donovan

Level 5, Hypercentre, 50-56 Sanders St Upper, Mt Gravatt, QLD

(07) 3421 3700

Green Associates Financial Planners

Stuart Holden

Shop 2 153 Racecourse Rd, Ascot, QLD

(07) 3868 1107

HKS Financial Planning

John Spooner

Unit 2, 61 Holdsworth St, Coorparoo, QLD

(07) 3397 7315

Kellly Wealth Services

Brent Cerutti

7/26-28 Florence St, Cairns, QLD

(07) 4041 2055

Lifepath Financial Planning

Trent Allen

4/46 Mt Gravatt-Capalaba Rd Upper, Mt Gravatt, QLD

(07) 3219 4670

Menico Tuck Parrish

Jo Tuck

192 Mulgrave Road, Westcourt, QLD

(07) 4044 7888

Mercer

Louise Donald

123 Eagle St, Brisbane, QLD

(07) 3234 4901

MIQ Private Wealth

Anne Clare

Suite 9, 50-56 Sanders Street Upper, Mt Gravatt, QLD

(07) 3457 4000

Sovereign Advice

Therese Jarrett

Suite 1, 1 Nyeena St, Belmont, QLD

(07) 3890 3119

TFC Financial

Gerard Ball

123 Margaret St, Toowoomba, QLD

(07) 4639 1399

Zest Financial Planning

Chris Castles

35 Lannercost St, Ingham, QLD

(07) 4776 2466

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.