Top Female Financial Advisers in Australia 2026
Jul 31, 2026
Women still make up a small share of financial advisers in Australia, yet more of us than ever are taking the reins on our own money. That gap is exactly why this list exists. We asked our community, dug through our own directory, and pulled together the sharpest, most trusted women in financial advice across the country right now, all vetted by us, all genuinely brilliant at what they do. Whether you're just starting to invest, planning for retirement, or trying to make sense of it all for the first time, there's someone on this list who gets it!
How to Choose the Right Adviser for You
With so many brilliant women to choose from, it helps to know what you're actually looking for. A good adviser will be upfront about their fees, their areas of expertise, and how often you'll hear from them. It's worth asking how they're paid, whether that's a flat fee, hourly rate, or ongoing service fee, and getting this in writing before you commit to anything.
Watch out for anyone promising guaranteed returns, pushing you toward products before understanding your situation, or being vague about costs. A financial adviser should feel like a partner in your journey, not a salesperson.
Before you book anyone, it's worth checking ASIC's Financial Advisers Register to confirm they're properly licensed and see their qualifications and history. It only takes a minute and gives you real peace of mind.
Or skip the search altogether, every woman on this list and more is already vetted and waiting in our directory.
Amie Baker — Sydney, Financial Adviser & Money Mindset Coach
Award-winning adviser with over a decade in the industry and National Chair of Inspire (FAAA), championing women in finance nationally. Amie works with high-net-worth clients across superannuation, investment strategy and retirement planning, but her real strength is money mindset, helping clients untangle the habits and beliefs that get in the way of good financial decisions. Having navigated divorce and single parenthood before rebuilding her business as a solo founder, she brings genuine lived experience to her advice. Her take on wealth: it's not just numbers, it's freedom, power and peace of mind.
Daisy Magor — Perth, Financial Adviser
With a maths degree behind her before she switched to financial planning, Daisy has a knack for making complex ideas simple. Since 2015 she's worked with everyone from SMSFs to young Aussies just starting out, blending solid financial fundamentals with sharp use of modern tools. Her focus is millennials and Gen Z, helping them go from wages to wealth with no jargon, just clear, practical support that fits real life.
Patricia Garcia — Brisbane, Financial Adviser
Founder of Your Vision Financial Solutions, Patricia has been guiding clients through their financial goals since 2012, working across financial planning, investment strategy, superannuation and retirement. A board member of the Financial Advice Association Australia and past AFA board member, she's picked up major industry accolades including Financial Planner of the Year and a spot on the 50 Most Influential Advisers list. Patricia is known for her straight-talking, big-hearted approach, many of her clients have stayed with her for years and refer their own kids and parents. Her philosophy: the right behaviour and strategy matter more than chasing investment performance.
Dawn Thomas — Perth, Financial Adviser
Known to clients as the Fairy Godmother of Superannuation, Dawn is a self-professed super nerd, part-time PhD student researching how Gen Z engages with their super, and mother of three. She works across superannuation, tax planning, insurance and investment strategy, helping clients through retirement, divorce and inheritance with a deeply human, empathy-first approach. Dawn's also behind the START WELL financial literacy program and the Your Money Story podcast, and delivered a TEDx talk on getting young Australians engaged with their super early. She was named Financial Planner of the Year in the 2025 Women in Wealth awards and is one of Australia's 50 most influential advisers.
Cara Williams — Brisbane, Financial Adviser
Advising clients since 2015, Cara is the founder of The Hazel Way, an approach that's holistic, human and jargon-free. She works across superannuation, cashflow, shares and debt management, but her real focus is helping clients align their money with what actually matters to them: experiences, freedom and connection. Cara breaks finance down into bite-sized, judgement-free pieces, making it approachable for clients at any age or stage, and even a little bit fun along the way.
Lauren Isles — Melbourne & Sydney, Financial Adviser
With over a decade in financial planning and a Master of Financial Planning under her belt, Lauren specialises in SMSFs and retirement strategies. She helps clients navigate super, tax-effective investing, business succession and inheritances with clear, practical guidance. Off the clock she's an avid runner with 10+ marathons behind her, a fitting match for someone who helps clients build long-term financial resilience one steady step at a time.
Michelle Bryant — Melbourne, Financial Adviser
With 20 years across advisory, business development and compliance, Michelle is COO and Financial Adviser at Parc Wealth Management, where she leads a female-forward practice built through inclusive recruitment and flexible policies for working mothers. She's especially passionate about building financial literacy in younger women, making complex concepts accessible from someone's very first big money decision through to long-term planning. Her focus spans wealth building, investment, retirement and insurance, all delivered with a human touch.
Alysia Laird — Sydney, Financial Adviser & Founder of Zebra Tailored Wealth
A planner since 2001, Alysia founded Zebra Tailored Wealth after years at two of Australia's largest financial institutions, wanting more room to tailor advice to each client. She helps retirees and pre-retirees build stress-free retirements, and supports young families with holistic, values-aligned strategies, many of her clients want their investments to reflect their ethics. Alysia holds a Bachelor of Commerce from ANU and is a Certified Financial Planner.
Katherine Spitzkowsky — Melbourne, Financial Adviser
A Certified Financial Planner and neuro-affirming adviser at Yulania, Katherine works with women engaging with their finances for the first time, no silly questions, no judgement. She covers cashflow, super, insurance and retirement planning, taking time to build a plan that actually fits each client's life rather than a one-size-fits-all approach. She's also a committee member for Women in Super, advocating for greater financial literacy for women and gender diverse people across the industry.
Nicole Bendeich — Sydney, Financial Adviser & Insurance Broker
Founder of Calibre Life, Nicole brings over 20 years across advice, underwriting and claims into a boutique risk advice firm built on practical, client-first insurance guidance. She specialises in life insurance, TPD, income protection and estate planning, and is especially skilled at negotiating cover when medical or income circumstances get complicated. A passionate advocate for making sure women and gig workers aren't left out of the protection conversation, she also mentors newer advisers and speaks regularly at industry events.
Nicola Beswick — Victoria, Financial Adviser
A former patent attorney, Nicola swapped a decade-long law career for financial planning after watching a family health scare highlight just how much financial structure matters when the unexpected happens. She's since become a Certified Financial Planner, Accredited Aged Care Professional and SMSF Specialist Advisor, and is currently completing a Masters of Financial Planning. Nicola works with clients through life's big transitions, from separation to aged care to inheritance, bringing calm, plain-language guidance to decisions that often feel overwhelming.
Rachel O'Connor — Sydney, Financial Adviser
With 9 years' experience and a talent for the tough conversations, Rachel specialises in guiding busy women through life's biggest moments, divorce, inheritance, and everything in between. She's relatable and non-judgemental, helping clients spend, save and invest with confidence rather than fear. A mum of two, she's especially passionate about busting the myth that women are naturally risk-averse or bad with money, and her client results speak for themselves, from growing portfolios to funding a year of travel.
Candice Brouke & Felicity Thomas — Sydney, CFT Asset Management, Financial Advisers
With a combined track record spanning private clients, trusts and not-for-profits, Candice and Felicity build and manage investment portfolios across Australian and international equities, fixed income and SMSFs. Candice brings a strategic, long-term investment philosophy backed by responsible analysis, while Felicity specialises in wealth creation and portfolio diversification across small and mid-caps. Together they offer personalised, bespoke advice for clients wanting to protect and grow their wealth without sacrificing the life they actually want to live.
Read CFT Asset Management's full profile
Nic O'Sullivan — Victoria, Financial Adviser
With 11 years in financial services, Nic helps clients turn hard work into lasting wealth through clear, practical strategies across investment, insurance, super and retirement. Raised in a big farming family, she learned early on the value of every dollar earned, and that grounded approach shapes how she works with clients today, genuinely invested in getting the best outcome for their financial future. Outside work she's often found with family, friends and her two energetic border collies.
Hannah Elliott — Gold Coast, Financial Adviser
One of the freshest faces on this list, Hannah is completing her Professional Year at Fierra Wealth, working toward becoming a fully qualified adviser in early 2026. She holds a Bachelor of Applied Financial Advice and already brings genuine care and a fresh perspective to financial planning, insurance, superannuation and retirement advice. Her approachable style and commitment to each client's individual journey make her one to watch as she steps fully into the profession.
Kathleen Dean — Melbourne, Insurance & Financial Adviser
A Certified Financial Planner since starting straight out of uni in 2012, Kathleen worked her way up through admin, paraplanning and associate roles before specialising in personal insurance at Skye Wealth. She was named Risk Adviser of the Year at the 2025 ifa Excellence Awards for her practical, jargon-free approach to claims, life insurance and insurance reviews. Kathleen's mission is simple: make sure clients and their families have real financial security if life takes an unexpected turn.
Catherine Belford — Sunshine Coast, Financial Adviser & Money Coach
After 15 years in financial services, Catherine started her own practice four years ago, focused on single women, solo mums and couples who need more than just financial advice, they need money coaching too. She blends financial strategy with an understanding of behaviour and mindset around money, helping clients uncover why they spend the way they do and rebuild their confidence from there. Her services span super, debt, investing and tax strategies, all grounded in her belief that no one is simply "bad" with money, everyone just needs the right support.
Taylor Bannister — Gold Coast, Financial Adviser
Co-Founder of Luna Wealth, Taylor brings nine years across financial planning, mortgage broking and business operations into a practical, down-to-earth advice style. She covers inheritances, investment, insurance and cashflow, always with an emphasis on clear communication and long-term thinking. Taylor's clients often mention how she takes the weight off their shoulders at big life moments, from buying a first home to getting finances sorted after having kids, backed by her belief that small, consistent steps are what actually build wealth.
Chelsea Vermillion — Gold Coast, Financial Adviser
Co-Founder of Luna Wealth alongside Taylor Bannister, Chelsea is a Certified Financial Adviser who believes good advice should feel empowering, never intimidating. She covers inheritances, investment, insurance and cashflow, taking time to genuinely understand each client's goals before building a plan around them. As part of a women-led business, she's passionate about bringing empathy and expertise together, helping clients feel properly set up rather than just ticking boxes.
Janice Choo — Melbourne, Financial Adviser
Fluent in English, Mandarin, Cantonese, Malay and Hokkien, Janice has spent 14 years helping women, migrants and business owners build financial security, with particular focus on Southeast Asian, Taiwanese, Thai and Korean communities. A proud single mum, she understands firsthand the impact of career breaks and caregiving on financial planning. She's a 2024 Financial Adviser of the Year finalist at the Women in Finance Awards, known for personalised, judgement-free advice through life's biggest milestones.
