Ravi Agarwal

The Self-Managed Superannuation Fund Association is pleased to note the presence of 14 of its members on the list of Barron’s Top 50 financial advisors for 2018; noting that good advice from trusted partners is a key foundation of any superannuation plan.

The Australian, via its partnership with New York based Barron’s has published its report naming the Top 50 financial advisors 2018 edition, highlighting those who rank the highest according to assets under management, revenue and quality of practice under the Barron’s global ranking formula.

SMSFA Chief Executive John Maroney says “We are pleased to note the inclusion of 14 of our members in the list of Australia’s Top 50 Financial Advisors.  These members have been recognised for the quality of their practice and customer service”

Maroney adds, “The importance of high quality financial advice standards and delivery has never been greater, as the population ages and as millions of Australians need to be better prepared for retirement. Maintaining and improving the availability of high quality financial advice are crucial goals for the community and for the financial sector”.

SMSFA Members in the list of Australia’s Top 50 Advisors for 2018:

• Ravi Agarwal, VIC, MEDIQ Financial Services
• Tim Mackay, NSW, Quantum Financial
• Neil Heriot, QLD, Boston Private Wealth
• Michael Lee, WA, Shadforth Financial Group
• Mark Schultz, NSW, Elston
• Dean Ireland, QLD, Elston
• Paul Nicol, VIC, GFM Wealth Advisory
• Campbell Sorell, VIC, Shadforth Financial Group
• Luke Eyres, VIC, Innate Financial Group
• Craig Sawyer, NSW, PKF Wealth
• Kyoung Walker, VIC, Shadforth Financial Group
• Andrew Pidgeon, WA, Shadforth Financial Group
• Darren Withers, QLD, Elston Private Wealth
• Timothy McLaughlan, ACT, Elston Private Wealth

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Boston Private Wealth is located in Sanctuary Cove and is headed by Neil Heriot. Mr Heriot has been operating as a financial advisor for more than 25 years. Boston manages the financial affairs of more than 100 clients and has been a long-time advocate of a ‘fee for service’ model.

Premium CEO, Paul Harding-Davis, said although Premium had not been specifically focusing on the Queensland area, the state is well-known for its boutique advice firms and the flexible business model of Premium was well suited to firms who wanted to retain control of the way in which their business is managed.

Queensland based director John Woodhouse said “Premium Wealth is finding many like-minded boutique advisory firms, who want the support of a national dealer group, but without the constraints of institutional ownership. Queensland has always been a prime location for the boutique firm, given its large number of retirees, small business people and growth
prospects. We are very excited to welcome Boston to our group and we look forward to announcing further recruitment in the coming months.”

Earlier this year, Premium announced that Meridien Wealth and Platinum Wealth had joined the dealer group. Both are based in Queensland.

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