Brisbane Financial Advisers

Expert Financial Advisers in Brisbane - Turn Your Financial Goals into Reality

Do you have a roadmap to achieve your financial goals? Are you approaching retirement and uncertain if your wealth will sustain your desired lifestyle? Are you relatively debt-free and want to invest for your future?

Our Brisbane financial advisers work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals in line with their deepest held values, and therefore experiencing their own ‘True Wealth’. 

Alman Partners delivers World-Class Investment Advice. Our approach is Evidence-Based. We do not try and pick stocks or try to time the market. Rather our recommendations are based on Nobel-Prize-winning academic research, not speculation or forecasts. This ensures your portfolio is optimised to capture market returns, giving you confidence that no matter what happens in the markets, the economy or the world you have a high probability of achieving your most important goals. We call this a ‘sleep at night’ portfolio.

Let us bridge the gap between where you are and where you want to be—partner with us to turn your financial aspirations into achievable milestones.

Reach out to us today to schedule a discussion and take the first step toward your own "True Wealth."

Our Brisbane Financial Advisers offer the following Financial Services

Our expert Financial Advisers in Brisbane know that financial planning is more complex than successfully investing your capital. Our financial services are not organised into neat boxes. Why? Because there is no one-size-fits-all solution when it comes to private wealth management. Our approach is to work with you to create the perfect fit so you achieve the security and wealth you are looking for. 

Our experienced team has expert knowledge in the following areas and incorporate them, where necessary, in your personalised financial plan:

  • Wealth Accumulation
  • Investment Advice 
  • Superannuation Advice
  • Gearing
  • Cash Flow Analysis & Budgeting
  • Retirement Planning
  • Estate Planning
  • Taxation Strategies
  • Redundancy Planning
  • Asset Protection
  • Liaising with aligned professionals

Reach out to us today to schedule a discussion and take the first step toward your own ‘True Wealth.’

How Our Financial Advisers Can Empower Your Financial Journey

As your dedicated financial partners, we offer more than just advice; we provide you with the tools and insights to make informed financial decisions now and in the future. Our Brisbane financial advisers bring years of experience and expertise to your fingertips!

Here’s how you can benefit with our financial advisers in Brisbane:

  1. Gain a comprehensive understanding of your financial landscape.
  2. Define clear and achievable goals for your future.
  3. Strategies to build and grow your wealth according to your financial position and risk tolerance.
  4. Develop practical solutions to bridge the gap between your current situation and your aspirations.
  5. Safeguard and nurture your wealth through holistic wealth management practices.
  6. Tailor an investment strategy that aligns with your unique financial objectives.
  7. Optimise your superannuation and design a retirement plan that reflects your retirement aspirations.
  8. Collaborate with you to chart your desired lifestyle and financial security course.

Partner with us to unlock the full potential of your financial future.

Need a Financial Adviser in Brisbane?

Reach out today for an obligation-free initial conversation to embark on your journey to True Wealth.

Steve Lowry Senior Financial Adviser & Partner | Committee Member at Alman Partners True Wealth

Steve Lowry

Partner

CFP®️ Professional, DFP
Paul Shepherd - Senior Financial Adviser & Partner | Committee Member at Alman Partners True Wealth

Paul Shepherd

Partner

CFP®️ Professional, BEng, DipMgt, DFS(FP)
Teneale Laister Financial Adviser & Partner at Alman Patners Truewealth

Teneale Laister

Partner

CFP®️ Professional, ADFS(FP), BCom(Fin, FP, Mgt)(Hons)
Jason Kirk - Senior Financial Adviser & Partner | Committee Member at Alman Partners True Wealth

Jason Kirk

Partner

CFP® Professional, SMSF Specialist Adviser, GradDip. App.Fin&Inv, B.Econ
Niyati Khanna - Investment Committee Chair at Alman Partners True Wealth

Niyati Khanna

Partner

CFP® Professional, CA, MBA (Finance & Strategy)
Kelsey Dent - Financial Adviser & Partner at Alman Partners Truewealth

Kelsey Dent

Partner

GradDipFP, ADFP, BA Hons (Bus, Mgt)
James Alexander - Financial Adviser & Partner | Committee Member at Alman Partners True Wealth

James Alexander

Partner

MFinP, GradDipFP, BBus (Fin, Mgt)
Katrina Dhu Financial Adviser & Partner at Alman Patners Truewealth

Katrina Dhu

Financial Adviser

MFinPlan, ABFP®, CRPC®, GradDipFinPlan, ADFS(FP), DFS(FP)
Veronika Holubova Financial Adviser & Partner at Alman Patners Truewealth

Veronika Holubova

Financial Adviser

MFinP, GradCertFP, ADFP, DipFP 
Caitlyn Kent Financial Adviser & Partner at Alman Patners Truewealth

Caitlyn Kent

Financial Adviser

GDipFinPlan, DipFP, BCom(Acc)
Ashleigh Thompson Financial Adviser at Alman Partners True Wealth

Ashleigh Thompson

Financial Adviser

BBus(FinPlan)
Laurelle Bryce Financial Adviser at Alman Partners True Wealth

Laurelle Bryce

Financial Adviser

GradDipFinPlan, ADFS(FinPlan), DipFS(FinPlan)
Mel Robin Financial Adviser & Partner at Alman Patners Truewealth

Mel Robin

Provisional Financial Adviser

MFinPlan, GCertFinPlan

Steve Lowry

Partner

CFP®️ Professional, DFP
Steve joined our firm in 1998 and became a partner in 2004. Steve possesses a deep level of financial theory and is able to adapt academic research to the real world of investing. His presentations make complex ideas not only understandable but also useful.
With over 25 years' experience in the financial planning profession and business management, Steve has assisted many clients achieve their most important goals. Steve is passionate about his client's future and providing exceptional advice and direction.
Steve has been instrumental in developing a team culture built on excellence and fun. This has resulted in Alman Partners being the employer of choice within our profession. Steve was awarded a Diploma of Financial Planning through Deakin University. He holds the professional designation of Certified Financial Planner®. In 2017 Steve achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Steve is a founding Director of The Mackay Community Foundation and served on the board from 2003-2019. Upon his retirement from the board he was bestowed with the 'Pride of Mackay Award’ from Mayor Greg Williamson for his work with the Foundation.
In 2012 Steve was awarded the Financial Planning Association's Queensland Community Services Award for his work with The Mackay Community Foundation and commitment to providing financial literacy education to our community.
ASIC Representative Number 001001393.

Paul Shepherd

Partner

CFP®️ Professional, BEng, DipMgt, DFS(FP)
Paul joined our firm as a partner in 2010.
Paul's passion and natural ability to manage risk and deliver positive financial outcomes, along with his keen desire to understand the values that drive people is invaluable.
Paul's background is one of Mechanical Engineering and Project Management with over 12 years' experience in major projects in the mining and construction industries. This vast experience empowers Paul with a wealth of skills and knowledge, which he draws upon to keep his clients on track and accountable to their plan.
He continually seeks improvement opportunities and enjoys the challenges that this brings. Leadership and genuine care and concern for people are among his strongest attributes.
Attention to detail is second nature to Paul, so this, backed by the Alman Partner's brains trust of best-in-class Financial Planning experts, makes him the perfect man to have as your Trusted Financial Adviser.
Paul holds the professional designation of Certified Financial Planner®️ which he completed in 2015 and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. Paul currently sits on the Alman Partners’ Investment Committee.
Continuing the Alman Partners' commitment to bringing the highest standards and world-class solutions to our client community, Paul and Steve are founding members of the Global Association of Independent Advisers (GAIA) - an exclusive network of independently owned investment advisory firms who are committed to putting clients' interests first. Paul sits on the GAIA Board as one of two Australasian Executive Representatives.
ASIC Representative Number 001001430.

Teneale Laister

Partner

CFP®️ Professional, ADFS(FP), BCom(Fin, FP, Mgt)(Hons)
Teneale commenced employment with our firm in 2008 and became partner in 2016.
Teneale is one of our highly qualified financial advisers who possesses a thorough understanding of the technical aspects required to deliver quality advice to our clients, within the ever-changing regulatory framework of our profession. She has a passion for working with people and demonstrates a high level of maturity and compassion when dealing with clients. With her empathetic manner, Teneale enjoys assisting clients to reach their most important life goals by providing comprehensive strategies in a way which is easily understood.
Teneale was awarded her Bachelor of Commerce (with Distinction) and an Advanced Diploma in Financial Services through Deakin University in 2012, majoring in Finance, Financial Planning and Management. She was awarded a lifetime membership to the Golden Key International Honour Society whilst studying at Deakin University. Teneale is a member of the Financial Advice Association of Australia (FAAA), and in 2016 received the professional designation of Certified Financial Planner®️. She is a member of the Mackay FAAA Chapter. In 2017 Teneale achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. She currently sits on the Alman Partners’ Compliance Committee.
Teneale has a wealth of knowledge in many areas of finance and financial planning strategies. Her ability to adapt this knowledge to help clients at all stages of their lives is second to none and provides clients with complete confidence and peace of mind.
As co-host of Wealth Experience podcast, Teneale thoroughly enjoys educating the broader community on all things financial. Teneale also has a monthly segment on ABC Tropical North Radio, Money Matters.
ASIC Representative Number 001001427.

Jason Kirk

Partner

CFP® Professional, SMSF Specialist Adviser, GradDip. App.Fin&Inv, B.Econ
Jason joined our firm in September 2020 as a Senior Financial Adviser, to manage and grow Alman Partners’ presence in South East Queensland. Bringing with him over 25 years’ experience, Jason has a vast amount of knowledge in the wealth management and financial services sectors.
Providing professional and quality financial advice to his clients is at the heart of what drives him on a day-to-day basis. Jason loves what he does and is extremely passionate about helping his clients achieve all that is important to them. Having managed his own financial planning firm, Jason has a thorough understanding and appreciation of what goes on behind the scenes in creating world-class investment solutions for his clients.
Jason holds the professional designation of Certified Financial Planner® (2003), a Graduate Diploma in Applied Investment & Finance from the Australian Securities Institute (1999), where he was awarded the KPMG Prize after ranking first in Australia for Financial Statement Analysis. Jason is a Self-Managed Superannuation Specialist (SSA) (2009) and holds a Bachelor of Economics (1993). In 2014, Jason achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board and in 2021, joined the Alman Partnership. Jason currently sits on both the Alman Partners’ Investment and Compliance Committees.
Outside of work Jason can be found in the bush – trail running or mountain biking, or spending time watching his boys playing rugby.
 
ASIC Representative Number 000275916.

Niyati Khanna

Partner

CFP® Professional, CA, MBA (Finance & Strategy)
Niyati moved to Mackay from Mumbai, India in 2014 and brought over 8 years of experience in the global financial sector. She is a qualified Chartered Accountant from the Indian Institute of Chartered Accountants and also holds a post-graduate diploma in Business Management from the Indian School of Business (Global FT Ranking 10). She has over 6 years' experience in Investment Banking.
Niyati's financial acumen and analytical prowess are second to none and together with her global experience, brings a new dimension of capability and cultural diversity to our team. Niyati is passionate about exceeding client expectations and delivering world-class advice, as she knows that this will increase the confidence and clarity our clients have for achieving their personal goals.
Niyati is a keen learner and in 2018 received the professional designation of Certified Financial Planner®. She also completed her Advanced Diploma in Financial Planning and the Diploma in Financial Planning in early 2016. In 2021, Niyati joined the Alman Partnership. She currently Chairs the Alman Partners’ Investment Committee.
 
ASIC Representative Number 001250721.

Kelsey Dent

Partner

GradDipFP, ADFP, BA Hons (Bus, Mgt) 
Kelsey commenced employment with our firm in May 2016, after moving from the UK. She joined the Partnership in 2023.
Kelsey holds a Business and Management Degree, completed her Diploma in Financial Planning in 2017, her Advanced Diploma in Financial Planning in 2018, and her Graduate Diploma in Financial Planning in 2023 and now finalising her CFP certification.
She brings over 7 years of experience working in the UK financial services industry and enjoys continually developing her knowledge base, with a keen sense of personal evolution. Kelsey is passionate about building strong relationships with clients and assisting in meeting their goals through the development of technical strategies.
As a young adviser, Kelsey is passionate about driving positive change and evolution in the dynamic profession. She is enjoying making strong connections with her clients in this trusted position, providing meaningful change to their lives through quality advice.
As co-host of Wealth Experience podcast, Kelsey thoroughly enjoys educating the broader community on all things financial.
In her spare time, she enjoys spending time with her partner and young daughter, keeping active and exploring the region.
ASIC Representative Number 001271571.
ifa Excellence Awards Finalist - Young Adviser of the Year 2021

James Alexander

Partner

MFinP, GradDipFP, BBus (Fin, Mgt)
Originally from Brisbane, James spent almost a decade working for a global investment management firm across both their Sydney and Melbourne offices. As a member of their Global Client Group, his key responsibilities included leading and managing relationships with wealth management businesses across Australia & New Zealand and consulting with financial advisers on building an efficient practice while providing a successful investment experience to their clients.
His time with this firm introduced him to the Alman Partners team and in 2022 he decided to change paths and move into wealth management, joining Alman Partners’ Brisbane office.
James currently holds a Bachelor of Business (Majoring in Finance & Management), completed his Graduate Diploma of Financial Planning in 2019 and his Master of Financial Planning in 2020.
In late 2023, James joined the Alman Partners' Partnership.
ASIC Representative Number 001302887.

Katrina Dhu

Financial Adviser

MFinPlan, ABFP®, CRPC®, GradDipFinPlan, ADFS(FP), DFS(FP)
Katrina is one of our highly-skilled Financial Advisers with over 30 years’ experience in the banking and finance industry. In 2024 she received the accreditations of Accredited Behavioral Finance Professional and Chartered Retirement Planning Counselor through Kaplan Professional. In 2023 she completed her Master of Financial Planning through Kaplan Professional, after completing a Graduate Diploma in Financial Planning in 2020.
She is passionate about empowering her clients through education and financial literacy. Katrina loves building lasting relationships with clients and assisting them to achieve their goals.
Katrina enjoys spending quality time with family and friends, practising yoga, swimming and visiting the beach. She also has a love of travel and embarking on new adventures and experiences.
 
ASIC Representative Number 001008822.

Veronika Holubova

Financial Adviser

MFinP, GradCertFP, ADFP, DipFP 
Veronika joined our team as an Associate Adviser in November 2020, having several years of experience in the industry. Originating from Prague in the Czech Republic, she moved to Australia in 2012 after living in the UK and the USA.
Veronika is passionate about raising awareness of the importance of financial literacy. She believes in a positive approach to life and transparency every step of the way.
Having accomplished a Diploma of Financial Planning and Advanced Diploma of Financial Planning at Monarch Institute in 2017, Veronika was awarded her Masters in Financial Planning from Griffith University in 2020. Veronika believes in achieving the best possible outcomes for her clients through exceptional service, ongoing rapport and above all else, having her client’s best interests at heart. Outside of work, Veronika keeps herself fit with outdoor hiking. She also loves exploring new interests, cultures and people.
ASIC Representative Number 001261567.

Caitlyn Kent

Financial Adviser

GDipFinPlan, DipFP, BCom(Acc)
Caitlyn is one of our skilled Financial Advisers. With over 7 years of experience in the financial services profession before joining Alman Partners, she spent several years within Alman Partners as an Associate, technical Client Service Officer and Financial Analyst.
With a thorough understanding of all aspects of the financial advice process, Caitlyn has a wide range of skills and technical acumen that allows her to confidently assist her clients.
Caitlyn completed her Bachelor of Commerce with a Major in Accounting at the University of Southern Queensland in 2015. She completed her Graduate Diploma in Financial Planning in June 2022, completing many subjects with a High Distinction and is on track to complete her Masters in Financial Planning in 2024.
She always aims to provide the best customer service possible and is more than happy to assist with client enquiries.
In her free time, she loves to spend time with her husband and two children, going camping and exploring exciting new attractions.
ASIC Representative Number 001303253.

Ashleigh Thompson

Financial Adviser

BBus(FinPlan)
Beginning her journey in the financial advice profession, Ashleigh began as a Financial Analyst back in 2016, which led her to Alman Partners in 2020.
With a deep-held desire to continue developing her skills, both personally and professionally, Ashleigh went on to study a Bachelor of Business (Financial Planning) where she graduated from RMIT in 2022 with Distinction.
Now a fully-fledged adviser, Ashleigh rejoined the Alman Partners’ team in 2023. Through her own life experiences and personal growth, she has discovered a passion for assisting others through their financial journey, allowing them to focus less on money and more on what matters most to them.
Born and raised in Mackay, Ashleigh enjoys exploring new destinations with her family, particularly visiting artisan markets and discovering new and exotic foods.
ASIC Representative Number: 001299165

Laurelle Bryce

Financial Adviser

GradDipFinPlan, ADFS(FinPlan), DipFS(FinPlan)
With a wealth of first-hand professional experience developed over 20 years in practice, Laurelle has a passion for helping her clients make smart decisions about money. She believes that a clear financial plan is the foundation to a successful life.  Complimented with strong technical skills, Laurelle was previously named the Colonial First State Technical Adviser of the Year.
Laurelle has a Graduate Diploma in Financial Planning, been a registered Tax Financial Adviser since 2019, and has been providing SMSF Advice since 2014 and Aged Care Advice since 2011.
Laurelle’s approach is very personable and she places a strong emphasis on understanding you, your family, and your business, ensuring that her advice truly reflects your individual circumstances.
As a wife and mother of two young girls, Laurelle enjoys the rewarding experiences that a young family brings. The family are great ‘road-trippers’, hikers, and snow skiers; with a visit to a winery or two often on the itinerary.
ASIC Representative Number: 000466317 

Mel Robin

Provisional Financial Adviser

MFinPlan, GCertFinPlan
Mel has advanced to the role of Adviser after rejoining Alman Partners in 2022. Mel was awarded her Master of Financial Planning from Griffith University in 2018 and her Graduate Certificate in Financial Planning in 2017. She brings with her over 20 years of experience in various Financial Planning firms from around Australia.
Mel is passionate about the financial planning process and the ability for advice to transform clients’ lives so they can obtain ‘True Wealth.’ Mel also thrives on the ability to work within a growing and diverse team of professionals, where personal and professional growth and learning is wholeheartedly embraced.
Away from work, Mel loves reading and camping, and even better when she can mix the two together. She is a raving Parkrun fan and loves to ‘parkrun tourist’ when possible (Parkrun is a free, weekly five-kilometre timed run/walk, held at multiple venues globally. Anyone can participate, the events are free and they are run by volunteers).
Mel is a FASEA-accredited Provisional Financial Adviser in the final stages of her Professional Year.
ASIC Financial Adviser Number 001303255.

Your financial journey with us is about clarity, improvement, and achieving the kind of wealth that truly matters to you. Schedule a consultation with our expert financial advisers at Alman Partners today. Together, we’ll create a tailored strategy that aligns with your unique goals. Your dream financial future is within reach. Take the first step today. Contact us now to get started.

Brisbane Financial Advisers Frequently Asked Questions

We provide comprehensive financial planning, including wealth accumulation, retirement planning, estate planning, tax strategies, and more, all tailored to individual goals and risk profiles.

We adhere to an Evidence-Based investment approach, which relies on academic research rather than market timing or stock picking, aiming to optimise portfolios to reliably capture market returns.

Our advisers work closely with clients to identify their financial aspirations, thoroughly assess their present financial situation, and craft tailored strategies to meet their goals. This process includes comprehensive wealth management, ensuring that every aspect of their finances is strategically aligned for growth and security.

You can begin by scheduling an initial discussion with one of our Brisbane financial advisers. This meeting will help you understand your financial situation and tailor a strategy that suits your needs.

Reach out to us today to schedule a discussion and take the first step toward your own 'True Wealth'.

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