Aged care guide
Aged care financial advice
Professional aged care financial guidance
The Aged Care Financial Guidance Panel allows you to access the details of accredited financial advisers in your area, who can guide you through the financial implications of moving into aged care.
The advisers listed on the Panel are not affiliated with or endorsed by Bupa.
By accessing this panel, you can be confident that the advisers listed meet a competency criteria, including comprehensive training in financial advice specific to aged care.
They can help you to make appropriate choices for your individual circumstances and can provide the reassurance and guidance you need.
Choosing a financial adviser
The Australian Securities and Investments Commission (ASIC) has produced a booklet called Financial Advice and you - Where to start for consumers and investors, to help you make choices about your personal finances. It offers information on choosing a financial planner and payment. Guide: Common questions to ask a financial adviser (PDF) >
Financial advisers by state
New South Wales
Andrew Biviano - Sydney 2000
Brad Monk - QLD 4012 and 4122
Jason Gordon - QLD 4066 and 4217
Beacon Financial Planning
Toowong Address: Ground Floor, Suite 1 , 555 Coronation Drive, Toowong QLD 4066
Beonowa Address: Mansions East, Suite 4 , 181 Ashmore Road , Benowa QLD 4217
Phone: 1800 232 000
Belinda Veriton - Bundall 4217
Bruce Baynes - Maroochydore 4558
Denise Kipling - Adelaide 5000
Drew Potts - Glenelg 5045
Mark Lowe - Melbourne 3000
Susan Cooper - Greensborough 3088
Zac Dodds - Newtown 3220
Sandy Miller - Portarlington 3223
Derek Seare - Ballarat 3350
Criteria financial advisers must meet
Before being accepted on the Panel, advisers must meet the following eligibility criteria:
must hold a Certified Financial Planner (CFP®), a Fellow Chartered Financial Practitioner (FChFP), a Certified Practicing Accountant (CPA), a Chartered Accountant (CA) or a Master of Financial Planning (MoFP) qualification,
must be a member of one of the following professional bodies: Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA), CPA Australia or Institute of Chartered Accountants (ICAA) and demonstrate to BCSA’s reasonable satisfaction that it is committed to upholding the relevant association’s Code of Professional Conduct,
advisers who are employed by, or are authorised to represent, a licensed advisory business which has agreed to participate upon invitation from Bupa Aged Care,
accredited Aged Care Professional™ through Aged Care Steps (or equivalent),
expertise in aged care advice,
commitment to ongoing education, and
an understanding of Bupa’s philosophy and purpose.
Bupa does not receive any financial benefit from financial advisers or any other sources through this initiative. The advisers listed on the Panel are not affiliated with or endorsed by Bupa.