Top Female Financial Advisors in Australia
Nov 29, 2023
A financial advisor helps you manage your money by assessing your financial situation, setting goals, creating a personalized plan, offering investment guidance, monitoring progress, providing education, and giving objective advice.
Choosing a good financial advisor can help you avoid these costs and focus on your goals. Financial advisors aren’t just for rich people—working with a financial advisor is a great choice for anyone who wants to get their personal finances on track and set long-term objectives.
Here are some of our favourites out there. β€
You can check them all out on our website https://directory.ladiesfinanceclub.com!
Alysia Laird, Zebra Tailored Wealth
πLocation: North Shore Sydney, Australia
I help women and young families get control of their financial situation with holistic advice across all areas of their financial world.
Alysia has a natural curiosity to understand individuals. That curiosity is coupled with a desire to give people comfort and guidance as they move through their financial and lifestyle journeys.
Alysia helps many retirees and pre-retirees set themselves up for a comfortable retirement free of financial stress. Her passion is helping women and young families get control of their financial situation with holistic advice across all areas of their financial world. Many of her clients have a firm ethical stance and have a desire to invest their funds in line with their values for a brighter future.
In a profession that sees constant change, Alysia felt the need to move in a new direction to enable her to better meet the varied and ever-changing needs of her clients. This has led Alysia to establish her own advice business, Zebra Tailored Wealth, where she is able to provide tailored solutions that better meet the unique needs of each and every client.
Connect with Alysia Laird HERE
Catherine Belford, Focused Wealth
πLocation: Maroochydore, Sunshine Coast, Australia
I help single women who feel overwhelmed to get their finances sorted.
Catherine is extremely passionate to see women be able to stand on their own two feet & create a life of joy & abundance. She finds many women she meets don't have someone in their life, especially an expert that can help guide them to make sound financial & life decisions.
From day one Catherine have focused on clients in there 20's, 30's & 40's (and a small handful in their 50's) as her goal is to help them live a life by design through wealth creation, protection & cashflow management. The last 18 months she had a major shift in my business working with more single women, solo mums & couples that don't just require financial support, but money coaching as well. The Money Coaching component of my business works hand in hand with my financial planning business now & allows me to provide a unique offering of coaching & planning.
Catherine takes clients on a journey to uncover what’s truly important to them, helping them feel empowered & in control & that their money is working for them in the best possible way so they can achieve their goals & dreams without financial worry.
Connect with Catherine Belford HERE
Amie Baker, Rekab Advice and Centsability
πLocation: Bondi NSW, Australia
I help women improve their relationship with money and mindset whilst finding their power in taking control of their financial futures.
Although her profession had her armed with information on how to strategize, plan and manage finances - it has been through her personal experience that has shaped her to be the Financial Adviser and Money Mindset Coach she is today.
Amie guides and educates her clients so they can take control of their finances, make excellent financial decisions, and reach their personal financial goals in a desired timeframe.
Amie has an uncanny knack of being able to explain complex and technical financial issues in a way that is simple and easy to understand and implement. It’s just one of her many ‘superpowers’.
Connect with Amie Baker HERE
Michelle Bryant, Parc Wealth Management
πLocation: Adelaide, Australia
I help women understand how to use the resources they have available to them to meet their life goals.
As a female, when disclosing personal information I need respect and empathy. This is what a female Adviser brings to the table. My goal is to make women feel safe and empowered.
Michelle love helping people use the resources they have available to them to reach their goals. Good financial advice allows clients to stop worrying about their financial future and spend more time on their personal wellbeing, spending time with loved ones and having experiences doing things they love.
Michelle is Head of Operations and Compliance for Parc Wealth Management. She is passionate about empowering and educating women in financial literacy. Michelle and her female team deliver services with empathy, compassion and respect for her clients.
Connect with Michelle Bryant HERE
Daisy Magor, Everest Wealth
πLocation: Australian-wide
I help millennials and Gen Z get their finances sorted.
Daisy is a financial advisor and director at Everest Wealth, a financial advice company who helps both the Millennial and Gen Z generations achieve their wealth building and financial goals. With over 10 years of experience in the financial services industry, Daisy leverages his extensive knowledge in both accounting and financial planning to deliver advice that is clear, concise, and highly effective.
Connect with Daisy Magor HERE
Dawn Thomas, The Wealth Designers
πLocation: Western Australia, Perth
I help women feel safe, seen and heard through the financial empowerment process
Dawn Thomas is a self-professed superannuation nerd, a part-time PhD Student researching the superannuation behaviour of Gen Z, and a mother of three.
Dawn is the winner of IFA’s Excellence Award 2023, Industry Thought Leader of the Year 2023, Transformation of the Year
2022, Great Advice Award (WA) 2021, 2019 Female Excellence in Advice and named one of Australia's 50 most influential
Advisers from 2020-23. She is passionate about collaborating with people to help them achieve the financial and life goals
that they are after.
Dawn describes her financial advice style as heart led, where financial knowledge and goals are achieved
through an inclusive, trusted relationship between adviser and client. She has spearheaded the launch of Start Well Program and Podcast at The Wealth Designers which aims to lift financial literacy for children of clients and young people in the
community. Dawn is a part time PhD candidate at Edith Cowan University, researching the superannuation behaviour of Gen Z. Dawn is also the podcast host of Your Money Story which shares underrepresented money stories within the community.
Connect with Dawn Thomas HERE
Janice Choo, Big Oak Financial Services
πLocation: Australian-wide
I help women take control of their financial futures through personalized plans, guiding them towards financial security and independence. Let’s build a future that’s truly yours!
Janice Choo is a passionate and highly skilled financial planner, dedicated to empowering women to achieve lasting financial independence and security. With over 14 years of experience financial planning , she tailors financial strategies that help women take control of their financial futures. Fluent in English, Mandarin, Cantonese, and Malay, Janice connects with a broad range of clients, offering a unique and inclusive service. As a strong advocate for financial literacy, she understands the specific challenges women face and provides personalized, empathetic advice.
Janice is also one of the finalist for the Financial Adviser for the year 2024 Women in Finance Awards. She loves combining innovative tools with her deep expertise to simplify complex financial matters, making her a trusted leader and true advocate for her clients. Her client-first approach ensures that every woman feels supported, informed, and empowered throughout their financial journey.
Connect with Janice Choo HERE
Patricia Garcia, Your Vision Financial Solutions
πLocation: Ascot, Brisbane / Australian-wide
I empower women to take control of their financial future, providing the confidence and knowledge needed to achieve their personal and professional goals.
Patricia has been working with clients to achieve their financial dreams since 2012 and has owned Your Vision Financial Solutions since December 2016.
Her qualifications are extensive. Since graduating from university, Patricia has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the Certified Financial Planner ® designation.
Patricia is well regarded in the financial advice industry by her colleagues, peers and of course – by her clients. She was a board member of the Association of Financial Advisers (AFA) for 4 years and most recently appointed as a board member for the merged Financial Advice Association Australia (FAAA).
Patricia has received many industry accolades and awards. She won one of the most esteemed awards in the industry in 2017 - the ‘Financial Planning Association AFP Financial Planner of the Year’ award. Some of her most recent successes include being a finalist for ‘Fortnum's Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘‘ in 2022.
Connect with Patricia Garcia HERE
Cara Williams, The Hazel Way
πLocation: Australian-wide
Cara is a highly regarded, multi-award-winning financial adviser who has been working in financial advice since 2012 and advising clients since 2015. She has emerged as a guiding light for future generations, redefining the landscape of financial advice. Cara has shattered norms and defied expectations with her unique approach, striving for greater accessibility, understanding, and empowerment when it comes to money and life.
Connect with Cara Williams HERE
Lauren Isles, Wattle Partners
πLocation: Melbourne
Lauren is a Financial Adviser dedicated to helping women build confidence, clarity, and control over their financial lives.
Driven by the belief that informed women make empowered choices, Lauren specialises in simplifying complex financial concepts and designing practical, achievable strategies that support both financial security and personal freedom. Through her work, Lauren aims to help women feel genuinely confident about their money, build resilience for the future, and take intentional steps toward building the life they want.
Connect with Lauren Isles HERE
Rachel O'Connor, Flourix Wealth
πLocation: Sydney | New South Wales (NSW)
She has been advising clients since 2011 and is a Certified Financial Planner (CFP) and Chartered Accountant with a Bachelor of Commerce.
She loves unraveling complexity and gets a real kick out of breaking things down, especially when she sees that “aha” moment in someone’s eyes.
She never backs down from a challenge or a tough conversation, and she stays informed on world news and politics, blending this knowledge with her technical skills to give clients practical, grounded advice.
She provides relatable, non-judgemental guidance to help people spend, save and invest with confidence so they can achieve the bright and secure future they imagine and deserve.
As a mum of two young boys, she enjoys keeping active and being present for all the fun moments in between the chaos.
Connect with Rachel O'Connor HERE
Nicola Beswick
πLocation: Sydney
Nicola Beswick is a financial adviser, mentor and confidante who empowers people to create a financially certain future free from stress and uncertainty.
While studying science at the University of Otago, Nicola realised that she needed to swap the lab coat for a career that involved more human interaction. She moved into intellectual property law and drew off her science background to become a patent attorney.
When Nicola’s father was diagnosed with Multiple Sclerosis at the age of 55, Nicola once again re-evaluated her career and the contribution she could make to the greater good. The experience highlighted the importance of financial education and structure so people can plan for the future and its unexpected hurdles.
Nicola said goodbye to her near 10-year law career to become a financial planner, driven to create hope through financial empowerment.
Since entering the world of finance, Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ qualifications. Nicola currently undertaking a Masters of Financial Planning.
Connect with Nicola Beswick HERE
Katherine Spitzkowsky, Yulania Financial
πLocation: Australian-wide
I help women connect with their money and use it to consciously build their dream life.
Katherine helps women feel confident about their money by turning financial uncertainty into clear, achievable steps toward the future they want.
She is a neuro-affirming adviser who understands that there’s no one-size-fits-all approach to money. Katherine works tirelessly with her clients to find the strategy that resonates best.
At Yulania, we often work with people who are actively engaging with their finances for the first time. We’ve all been there! Here, there are no silly questions and no judgment. We take the time to get to know you, your financial circumstances, and your goals and work with you to create a financial plan that makes sense for you and to you. We want you to feel in control of your money and your future.
After meeting a financial advisor at a friend's BBQ, I quickly realised how little I knew about my financial affairs, let alone how to manage them. I needed to learn more about the financial world and how I could make the most of my own money, so that I could live the life I want to live.
Katherine is a Certified Financial Planner (CFP®) with a Bachelor of Business (Financial Planning) from RMIT University.
She has worked as a senior financial adviser for a range of financial management agencies in both Canberra and Melbourne. She has also used her skills and expertise to support women in the finance industry and advocate for greater financial literacy for women and gender diverse people as a committee member for Women in Super.
Connect with Katherine Spitzkowsky HERE
Nicole Bendeich, Calibre Life
πLocation: Sydney
Nicole Bendeich, a proud Wiradjuri woman based in Sydney, is a respected financial adviser and founder of Calibre Life – a boutique advice firm that reflects her commitment to practical, inclusive, and client-first risk advice. Her work has been recognised with industry awards, including selection for the CALI ReCALIbrate grant in 2024, celebrating her leadership and advocacy within the profession.
Calibre Life is the culmination of Nicole’s extensive industry experience across advice, underwriting strategy and claims navigation. She works with families, business owners, and professionals – particularly younger Australians and primary caregivers – to design protection strategies that make sense, provide flexibility, and genuinely support people through life’s unpredictable moments.
Known for her down-to-earth style and strong technical skills, Nicole makes complex insurance understandable. She’s especially adept at negotiating cover when medical or income circumstances are less than straightforward and is a passionate advocate for ensuring women and gig workers are not left out of the protection conversation.
Beyond her client work, Nicole is a regular speaker at industry events and actively supports the growth of the advice profession – mentoring newer advisers, contributing to licensee forums, and helping shape a more accessible and values-led future for life insurance.
A proud Wiradjuri woman and a financial risk adviser with over 20 years industry experience in financial advice, compliance and life insurance.
Connect with Nicole Bendeich HERE
Kathleen Dean, Skye Wealth
πLocation: Australian-wide
I help women with protecting their financial security through personal insurances so they can live their lives with more confidence.
She is a Certified Financial Planner® with more than a decade of experience helping Australians understand and protect their financial world. She began her career in financial advice straight out of university in 2012, working her way through administration, client services, paraplanning and associate roles before becoming a Financial Adviser.
She has supported clients at all stages of life, from younger professionals to pre-retirees and retirees, across superannuation, investments and personal insurance. In 2023, she joined Skye Wealth, where she focuses on making insurance and financial protection easy to understand and genuinely relevant.
In 2025, she was honoured to be named Risk Adviser of the Year at the ifa Excellence Awards, reflecting her commitment to thoughtful, high-quality advice.
She is passionate about helping women feel confident that if life takes an unexpected turn, they and their families would still have the financial security to maintain their lifestyle and continue working towards their goals. Her approach is practical, supportive and grounded in real-world experience, with no jargon and no judgement.
Connect with Kathleen Dean HERE
CFT Asset Management
πLocation: Sydney
Candice Bourke manages her clients’ affairs with complete professionalism and dedication, achieving the best possible financial outcomes to meet clients’ goals. With a thorough understanding of financial markets and a strategic long-term investment philosophy, Candice constructs and carefully manages the investment portfolios for her private clients, sophisticated investors and not-for-profit organisations.
Whether clients simply want to protect their wealth or achieve a high level of financial performance, Candice’s advice is personalised, bespoke and backed by responsible decision-making and careful analysis.
Felicity Thomas is a Senior Private Wealth Adviser with over 10 years experience in wealth management and strategic financial planning, delivering advice on a wide range of areas, including but not limited to equity trading, portfolio and risk management, bonds and fixed interest, retirement planning, Lombard lending, margin lending , insurance and superannuation.
With a thorough understanding of financial markets and strategic long-term financial planning, Felicity constructs and carefully manages the investment portfolios of a select group of private investors, trusts and not-for-profit organisations. Her advice is personalised and backed by responsible decision-making and careful analysis. She can skilfully diversify portfolios across top quality Australian and International companies (ASX Top 200 and S&P 500) through to Small Caps backed by Shaw and Partners’ specialist research in emerging and mid-cap companies. Felicity is attentive to individuals’ needs, no matter how simple or complex.
Connect with Candice and Felicity HERE
Questions to ask a financial advisor!
1. Are you or your employer free from financial links with any products you recommend?
2. Can you recommend any investments or do you have a limited list that you choose from?
3. How will my investments be managed and how are investment products selected?
4. What is the risk attached to the products you most commonly recommend?
5. How much access will I have to you and how often will we meet?
6. What are your expectations for future review services?
7. How much do you charge for your services and how are your fees structured?
8. What is not included in this charge? Are there other fees/charges I should expect? Will I be charged a flat fee regardless of how much wealth I accumulate?
9. Are you registered as a financial advisor? What are your qualifications and experience?
10. How long have you been advising people in my position?
Need financial advice? Fill out the form, and we’ll connect you with a financial advisor who’s the perfect fit for you!
Interested in a corporate workshop? Fill out this form, and we’ll be in touch!
