Our mission is to help you make the most of your money

Secure your future with the help of a personal financial adviser

As a privately owned financial planning firm, we’ve partnered with individuals, families and businesses who want to make their money work smarter, not harder.

Since 1975, we’ve been providing tailored advice to our clients, specialising in financial strategy, investments and wealth protection. We’ve seen families and businesses grow successfully, so much so that our own business has evolved along with our client’s needs. Multigenerational planning and helping them craft their own legacy is important work we do for them.

We know the difference a few small changes now can make to your financial future. We also know that the key to your success is embedded in the trust you have in our financial advisers. With respect and ethics being at the forefront of what we do, our experts always have your best interests at heart.

Our Values

Trust

One of the most highly regarded values we possess is trust. Without it, you won’t feel confident in your financial future. Our portfolio of happy clients is a testament to the trust they put in us.

Quality

Our advisers are qualified, experienced and educated to the highest standards. The advice they provide is up-to-date and the strategies they put in place are proven to have positive outcomes.

Partnership

When you meet with our financial advisers, you form a partnership. We treat your money, assets and goals as if they were our own and have your best interests at heart at all times.

Our Team

Our clients achieve great financial success because of the confidence they have in our financial advisers. Our advisers are educated to the highest professional standard, and regularly attend further professional development sessions to ensure the most technical and relevant strategies are put in place for our clients.

Robert Falconer

 Dip FP CFP®

Adviser

40+ years in Financial Advice. Specialist in Complex solutions, SMSF, Insurance, Business succession and Estate Planning.

“My whole working life has been about making a difference and helping my clients to better their financial position.”

 

Glynn Phillips

BEc, MBus, GDipFP, CFP®

Kristian Falconer

BA, GDipFP, AFP®, GAICD Board Director, Relationships Australia (Tas)

Scott Fleming

GCert FP, AFP®

Adviser

30+ years in Financial Services and Advice.

Specialist in Financial strategy, SMSF, Aged Care and Buy Sell Insurance (SME’s).

“Helping people improve their financial position provides me with a great deal of personal satisfaction.”

Adviser

20+ years in Financial Advice.

Specialist in Financial strategy, Superannuation, Governance best practice, Compliance and Risk management.

“Financial planning for me is all about problem solving, and this is what drives me to provide the best advice that I can for my clients.”

Adviser | CIO

20+ years in Financial Markets and Advice.

Specialist in Financial markets, Direct investments, Strategy planning, SMSF, Behavioural risk analysis and Structured portfolios,

“Every goal that one of my clients achieves is a real thrill for me.”

 
 
 

Glynn Phillips

BEc, MBus, GDipFP, CFP®

Adviser

30+ years in Financial Services and Advice.

Specialist in Financial strategy, SMSF, Aged Care and Buy Sell Insurance (SME’s).

“Helping people improve their financial position provides me with a great deal of personal satisfaction.”

 

Kristian Falconer

BA, GDipFP, AFP®, GAICD Board Director, Relationships Australia (Tas)

Adviser

20+ years in Financial Advice.

Specialist in Financial strategy, Superannuation, Governance best practice, Compliance and Risk management.

“Financial planning for me is all about problem solving, and this is what drives me to provide the best advice that I can for my clients.”

 

Scott Fleming

GCert FP, AFP®

Adviser/CIO

20+ years in Financial Markets and Advice.

Specialist in Financial markets, Direct investments, Strategy planning, SMSF, Behavioural risk analysis and Structured portfolios,

“Every goal that one of my clients achieves is a real thrill for me.”

 

Rebecca Skinnner

Dip FP

Administration Manager

Pat Hamer

Dip FP

Client Service Manager

 

Nancy Song

BCom MPA DipLeadMg

Adviser Assistant

 

"I have been proud to have been taking care of my own financial arrangements for many years but was genuinely surprised at what I didn’t know after taking advice from my wealth management team at Falconer. Good advice doesn’t come free but once you are able to see how increased returns rapidly overtake the modest costs, you will never look back."

John Green

"Over the past 5 years we have relied on Robert Falconer and his team to provide us with professional and up to date advice about our financial affairs. This has been particularly important in the dynamic and sometimes uncertain economic conditions of the past few years. We would highly recommend Robert Falconer and his hard working team to anyone (and we have) who are looking for a financial advisor of his calibre."

Susan and Daniel Feldman

"Falconer has always and at any time provided solid and friendly advice, reassurance when the market is on the decline and thorough planning for the future during retirement. The knowledge that there is a competent team with my interests in mind achieving the best result now and in the future is comforting. Thank you Falconer."

Mike Fishburn

"Our relationship with Falconer started in 1998 with the setting of goals and objectives that suited our personal requirements with a view to taking an early retirement. An important aspect of our dealing with Falconer is their ability to communicate with us in terminology we understand and always being available for advice on anything of a financial nature."

John and Janet Grubb

Speak to a personal financial adviser today to plan for tomorrow

 

Get in touch and take the first step towards a more confident financial future for you and your family.