Financial Advisors Melbourne

Financial Advisors Melbourne

Searching for a Financial planner in Melbourne?
We’ve hand selected the most trusted, experienced, qualified & independently owned Financial Planners in Melbourne

Maple Tree Wealth

Passionate about growing wealth slowly through discipline, time tested fundamentals and with a refreshingly sane, simple “back to basics” approach, Ron uses a practical and an interactive approach to dispel some common myths about money and wealth creation. He also has the ability to explain dry and complex concepts in a highly engaging manner that anyone can relate to, regardless of their background or age.

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Ron Malhotra

Financial Advisor | Managing Director

Ron Malhotra AFP PGrad. Bus. ADFS (FP) MBA AFA AChFP, is Managing Director of Maple Tree Wealth (independently-owned Financial Advisory firm based in Melbourne) and author of the Amazon #1 bestseller “8 Wealth Habits of Financially Successful People”.  With over 16 years’ experience in the financial services industry, he specialises in helping every day, hard-working people on average incomes, gain financial independence or a stress free retirement plan. He is known for his caring, back-to-basics approach.

Ron’s views are featured regularly in the media and have been published in the Financial Review, CNN, ABC, Money Magazine, Financial Observer, IFA (Independent Financial Adviser), Investing Daily, Small Business Trendsetters and the Financial Planning Magazine.

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Chris Browne

Managing Director | Rising Tide

Chris Browne started his career as a representative AFL footballer and gave everything on the field. This taught him a great deal about life – rejection, resilience, motivation, the need to be physically and mentally fit and above all, teamwork.

With these life lessons under his belt he studied at Stanford Graduate School of Business and embarked on a career in business and finance at Australian asset and wealth management company, MLC Limited. It was here that he noticed a gap in the market for simple financial advice targeted at people starting their financial journey.

When he sought financial planning advice in his late 20’s, he felt traditional financial advice firms didn’t speak his language or implied he was not cashed up enough as a young person to be valued as a serious client. Completely underwhelmed by his experience Chris launched Rising Tide (formerly Financial Design for Life-FDFL) specialising in advice for a new generation.

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