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Financial Advisers for Seniors Australia Directory

Find specialist financial advisers focused on retirement income, aged care funding and the Age Pension means test.

Last updated: June 2025 | 6 verified advisory services | All states

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AMP Financial Planning
National
Financial Planning Network
One of Australia's largest financial planning networks with advisers nationwide specialising in retirement income, superannuation, aged care funding and estate planning. AFSL licensed.
National networkRetirement specialist
States: All states and territories
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Aware Super Financial Planning
Not-for-profitNational
Industry Super Financial Advice
Financial advice service provided by Aware Super (formerly First State Super). Specialises in retirement planning, superannuation and aged care financial advice for members and non-members.
Industry super backedAged care specialists
States: All states
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Aged Care Financial Advisers (ACFA)
NationalSpecialist
Specialist Aged Care Financial Advisory
Australia's leading specialist financial advice network focused exclusively on aged care funding, retirement village costs and the Age Pension means test. Find a local specialist through their national network.
Aged care specialistNational networkPension experts
States: All states
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Fitzpatricks Private Wealth
Award-Winning
Private Wealth & Retirement Planning
Award-winning financial planning firm specialising in high-net-worth retirement planning, estate planning and wealth transition. AFSL licensed with offices in major cities.
Award-winning firmHNW specialist
States: NSW, VIC, QLD
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Centrepoint Alliance
National
Financial Planning Licensee Network
Network of independent financial advisers across Australia. Many advisers in the network specialise in retirement income, superannuation, aged care and transition-to-retirement strategies.
Independent adviser networkNational presence
States: All states
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National Seniors Financial Planning
NationalSenior Specialist
Financial Planning for Seniors
Financial planning service specifically designed for Australians approaching or in retirement. Specialises in Age Pension optimisation, transition-to-retirement and aged care funding advice.
Seniors specialistPension optimisation
States: All states
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Choosing a Financial Adviser for Retirement in Australia

Retirement financial planning involves complex decisions around superannuation drawdown, the Age Pension means test, aged care funding and estate planning. Choosing an adviser with genuine expertise in these areas is essential.

Check ASIC's Financial Adviser Register

All licensed financial advisers must be registered on ASIC's Financial Adviser Register (moneysmart.gov.au/financial-advice/financial-advisers-register). Always verify your adviser is registered and check their qualifications and history before engaging.

Questions to Ask a Retirement Adviser

Provider listings are for informational purposes only. Always verify adviser credentials on ASIC's register before engaging financial advice services.

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