Bupa Aged Care
A male couple spend time with an aged care financial adviser to plan next steps

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

Chelsea Robinson - Warners Bay 2282

CarePlan Advisory

Jason Burley - Coffs Harbour 2450

Burley Aged Care Advice


Brad Monk - QLD 4012 and 4122

Jason Gordon - QLD 4066 and 4217

Beacon Financial Planning

Belinda Veriton - Bundall 4217

South Australia

Denise Kipling - Adelaide 5000

Drew Potts - Glenelg 5045

Natalie Bordun - Kingswood 5062


Mark Lowe - Melbourne 3000

Susan Cooper - Greensborough 3088

Rosie Bouton - Cheltenham 3192

John Carson - Cheltenham 3192

Carson Financial

Zac Dodds - Newtown 3220

Sandy Miller - Portarlington 3223

Derek Seare - Ballarat 3350

Melissa Butler - Bendigo 3550

Fletcher & Butler Financial Planning

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.

Next step

Join the financial adviser panel