Financial Advisors Sydney

Financial Advisors Sydney

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

Featured Financial Planning Firm

Insight Advice

We believe in your success, security & peace of mind and we provide financial planning & accounting solutions to help you achieve it.

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Marcus Roberts - Mirador Wealth

Director & Financial Advisor

After 12 years in commercial banking in Australia, I realised the people I enjoyed working with most were those wanting guidance with their own finances. Financial advice fell perfectly in to that sphere. I’ve been fortunate enough to provide talks about advice strategies and cash-flow management to other advisers at AMP, the Law Society of NSW, and have run seminars for groups of up to 80 people.

I am passionate about providing advice and started Mirador Wealth Management as a financial planning business, independent of any bank or financial institution so that people can get the advice that is right for them, without a product push.

Most importantly though, my clients receive advice that is specific, personal and tailored for them.

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Simon Tworek

Director & Financial Advisor

Simon is an owner and director of Insight Wealth Planning, he has had experience with the ANZ Bank and the Newcastle Permanent Building Society during his 15 year financial planning career. Simon holds an Advanced Diploma of Financial Services and has a Masters in Financial Planning. He is a member of both the FPA and AFA. Simon has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general.

Simon enjoys working closely with his clients on an ongoing basis to continually monitor and review their financial strategies. He is a passionate believer in value based financial planning and this is evident in his strong relationships with clients.

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Donna McKeowen

Donna is an owner and director of Insight Wealth planning and has over 17 year’s experience in the financial planning industry. Donna holds a diploma of financial services and an advanced diploma of financial services. Donna specialises in all facets of financial planning., including retirement, wealth creation, gearing strategies, superannuation and personal risk insurance.

Donna is a member of the FPA and AFA. Donna consistently delivers a service that is dedicated, constant and outstanding and she is extremely customer focused and dedicated to developing successful long-term relationships with clients.

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