Get aged care financial advice in Victoria

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

28 aged care financial advisers in Victoria

Agedcare Specialists VIC

Robert Reardon

Suite 4, 165 Para Road, Greensborough, VIC

0417 343 392

AHS Financial

Andrew Hollow

293 Royal Parade, Parkville, VIC

(03) 9480 1144

Axios Financial Solutions

Teresa Leake

480 St Kilda Rd, Melbourne, VIC

(03) 9869 5555

Banks Group

Rocky Sorrenti

801 Glenferrie Road, Hawthorn, VIC

(03) 9810 0700

Choose Wealth

Matthew Kitchen

Pakenham Lifestyle Centre, 1B 825 Princes Hwy, Pakenham, VIC

(03) 5940 3996

Devon Partners Pty Ltd

Andrew Licciardi

70 Yarra Street, Heidelberg, VIC

(03) 8317 0665

Epona Financial Guidance

Lisa Duggan

Suite 6, Level 1, 329 Mitcham Road, Mitcham, VIC

(03) 9874 4311

Epona Financial Guidance

First

Suite 6, Level 1, 329 Mitcham Road, Mitcham, VIC

(03) 9874 4311

Financial Services Partners

Mark Lowe

Level 4, 224 Queen Street, Melbourne, VIC

(03) 9602 8888

Generations Advice

Megan McGrath

122 Hume St, Wodonga, VIC

(02) 6056 8777

Hillross

Barry Crewther

20 McLachlan St, Horsham, VIC

(03) 5381 1951

Life Solutions, Financial Advisers

Chris Hill

Suite 2, 346 Main St, Mornington, VIC

(03) 5976 6500

Mercer

Anthony (Tony) Foale

Collins Square, 727 Collins St, Melbourne, VIC

(03) 9623 5757

Mercer

Diane Haggett

Suite 9, Level 1, 2 Brandon Park Drive, Wheelers Hill, VIC

(03) 8888 4310

Mercer

Neil Mc Pherson

Collins Square, 727 Collins Street, Melbourne, VIC

(03) 9623 4177

Progressive Financial Solutions

Joe Formica

52 Lothian St North, Melbourne, VIC

(03) 9600 9052

SHB Wealth Advisers

Emma Arthur

78 Henna St, Warrnambool, VIC

(03) 55618618

Sigma Wealth Management

Anne Graham

Suite 1, 191 Riversdale Road, Hawthorn, VIC

(03) 8560 3188

TIS Financial Planning

Janine Tempone

Suite 24, 2 Enterprise Drive, Bundoora, VIC

(03) 9467 0000

WealthCare Financial Solutions

Shaun Thatcher

Suite 1, 741 Main Road, Eltham, VIC

(03) 9439 9977

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.