Best Financial Planners in South Australia

94 financial planners across South Australia, ranked on evidence rather than advertising.

The short answer

The best financial planners in South Australia, ranked on independent evidence rather than paid placement, are BAM Financial Planning in Elizabeth (5.0 stars from 33 reviews, scored 83 out of 100), ROE - Retirement Advice Specialists in Elizabeth (5.0 stars from 30 reviews, scored 82 out of 100), Vove Financial Planning in Glenelg (4.9 stars from 170 reviews, scored 82 out of 100), Vista Financial Services in Noarlunga (5.0 stars from 18 reviews, scored 80 out of 100) and Mobius Wealth Management in Adelaide CBD (5.0 stars from 16 reviews, scored 79 out of 100). 94 financial planners in South Australia are listed in total. Placement cannot be bought.

Verified 4 October 2026. Every listing is checked the same way, and a check that has not run is shown as a blank, not a pass. How we rank

76 of 94 independently corroborated · 35 with a confirmed phone number · every check ↓

Showing 1–60 of 94 financial planners in SA

Ordered by evidence, then by closest match. How this works →

  • BAM Financial Planning

    Elizabeth, SA

    82.5/100
    5.0from 33 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 8331 8688Visit website

  • ROE - Retirement Advice Specialists

    Elizabeth, SA

    82.1/100
    5.0from 30 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 1987
    (08) 7226 2119Visit website

  • Vove Financial Planning

    Glenelg, SA

    81.7/100
    4.9from 170 reviews
    • ABN confirmed
    (08) 8376 8168Visit website

  • Vista Financial Services

    Noarlunga, SA

    79.7/100
    5.0from 18 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2013
    • Offers a warranty
    • Emergency callouts
    (08) 8381 7177Visit website

  • Mobius Wealth Management

    Adelaide CBD, SA

    79.2/100
    5.0from 16 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 7089 6196Visit website

  • Prominent Financial Services

    Rose Park, SA

    79.3/100
    5.0from 72 reviews
    • ABN confirmed
    (08) 7325 3000Visit website

  • Forbes Wealth Planning

    Elizabeth, SA

    78.3/100
    5.0from 13 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 8395 4124Visit website

  • Prosperity Wealth + Advice

    Tanunda, SA

    78.1/100
    4.9from 14 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (08) 7081 9860Visit website

  • SA Wealth Group

    Adelaide, SA

    78.5/100
    5.0from 60 reviews
    • ABN confirmed
    (08) 8268 5160Visit website

  • Lincoln Wealth Advisers

    Noarlunga, SA

    77.8/100
    4.9from 13 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 1997
    0412 331 867Visit website

  • Kensington Financial Services

    Noarlunga, SA

    77.2/100
    5.0from 10 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2010
    (08) 7132 1850Visit website

  • Anchor Wealth

    Adelaide, SA

    77.9/100
    5.0from 52 reviews
    • ABN confirmed
    1300 561 820Visit website

  • Gem Planning

    Elizabeth, SA

    76.3/100
    5.0from 127 reviews
    • Independently corroborated
    • Website live
    • ABN confirmed
    • Trading since 1999
    Visit website

  • Goh Financial Advisers

    Hampstead Gardens, SA

    76.6/100
    5.0from 65 reviews
    • ABN confirmed
    (08) 8261 8888Visit website

  • Loanology

    Adelaide CBD, SA

    75.9/100
    5.0from 10 reviews
    • Independently corroborated
    • Phone number matches
    (08) 8203 1202Visit website

  • MFA

    Adelaide, SA

    76.0/100
    5.0from 57 reviews
    • ABN confirmed
    (08) 8224 0602Visit website

  • The Money Matrix Advice Pty Ltd

    Adelaide, SA

    75.7/100
    4.9from 66 reviews
    • ABN confirmed
    (08) 8232 1029Visit website

  • Debt Busters

    Elizabeth, SA

    74.8/100
    4.8from 151 reviews
    • Independently corroborated
    • Website live
    • Trading since 2006
    Visit website

  • Jigsaw Private Wealth

    Glenelg, SA

    74.4/100
    5.0from 5 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2000
    • Free quotes
    0401 253 729Visit website

  • Opulen Financial Solutions

    Adelaide CBD, SA

    74.4/100
    5.0from 5 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (08) 8267 5011Visit website

  • MBA Financial Strategists

    Unley, SA

    74.9/100
    4.9from 55 reviews
    • ABN confirmed
    (08) 8357 3999Visit website

  • FMG Wealth Strategists

    Elizabeth, SA

    74.1/100
    5.0from 21 reviews
    • Independently corroborated
    (08) 7111 0022Visit website

  • Baker Young Limited

    Adelaide CBD, SA

    73.9/100
    4.1from 15 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 1985
    (08) 8236 8888Visit website

  • Wallis-Smith Financial Planning

    Elizabeth, SA

    73.6/100
    5.0from 4 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Free quotes
    (08) 8232 9498Visit website

  • Periapt Advisory

    Adelaide CBD, SA

    73.2/100
    5.0from 112 reviews
    • Website live
    Visit website

  • Omnia Financial Advisory

    Adelaide CBD, SA

    72.6/100
    5.0from 3 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 8470 9300Visit website

  • Morgans Financial Limited - Adelaide

    Elizabeth, SA

    72.6/100
    5.0from 3 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2005
    (08) 8464 5000Visit website

  • Rashleigh Financial Services

    Renmark, SA

    72.6/100
    5.0from 3 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2012
    (08) 8582 4500Visit website

  • GEM Capital Financial Advice

    Elizabeth, SA

    72.6/100
    5.0from 3 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2002
    (08) 8273 3222Visit website

  • Morgans Financial Limited - Adelaide Exchange Place

    Adelaide CBD, SA

    72.6/100
    5.0from 15 reviews
    • Independently corroborated
    (08) 7325 9200Visit website

  • Goldsborough Financial Services

    Parkside, SA

    72.9/100
    5.0from 28 reviews
    • ABN confirmed
    (08) 8378 4000Visit website

  • David Dall - Financial Adviser Adelaide - Shaw and Partners

    Adelaide, SA

    72.9/100
    5.0from 28 reviews
      (08) 7109 6015Visit website

    • Minerds Bell Consultancy Group

      Unley, SA

      72.5/100
      4.9from 31 reviews
      • ABN confirmed
      (08) 8373 1711Visit website

    • Transcend Wealth Management

      Adelaide CBD, SA

      71.4/100
      5.0from 2 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (08) 8410 9861Visit website

    • CPB Financial Planning Services

      Elizabeth, SA

      71.4/100
      5.0from 2 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Trading since 1988
      (08) 8341 2411Visit website

    • Heading Forward Financial Planning Pty Ltd

      Glenelg, SA

      71.4/100
      5.0from 2 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (08) 8294 3515Visit website

    • Optimal Financial Services Pty Ltd

      Whyalla, SA

      71.4/100
      5.0from 2 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Trading since 2003
      (08) 8267 3333Visit website

    • Zero Gravity Advisory

      Nailsworth, SA

      71.4/100
      4.9from 14 reviews
      • ABN confirmed
      (08) 7095 1931Visit website

    • InvestPlan Wealth Partners (Chandler Private Wealth) Adelaide

      Black Forest, SA

      71.3/100
      5.0from 20 reviews
        (08) 7160 1191Visit website

      • Women Talking Finance

        Noarlunga, SA

        70.3/100
        5.0from 32 reviews
        • Independently corroborated
        • Website live
        0437 008 055Visit website

      • Key Financial Planners

        Nuriootpa, SA

        70.6/100
        5.0from 17 reviews
          (08) 8561 2400Visit website

        • Marinis Financial Group

          Adelaide CBD, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (08) 8130 5130Visit website

        • A to Z Wealth For Life

          Elizabeth, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • Trading since 2002
          (08) 8311 1124Visit website

        • Proxima Financial Planning

          Elizabeth, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (08) 8332 4700Visit website

        • PHB Financial Planning

          Adelaide CBD, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 2012
          0432 272 097Visit website

        • Adelaide Hills Accounting & Financial Planning Pty Ltd

          Goolwa, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • Trading since 1976
          (08) 8388 7340Visit website

        • Hendersons Private Wealth

          Noarlunga, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 1999
          (08) 7202 1400Visit website

        • Your Fresh Start Financial Services

          Gawler, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          0405 123 014Visit website

        • Heard Financial

          Adelaide CBD, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • Trading since 2013
          • Free quotes
          (08) 7070 1600Visit website

        • Pathways Financial Planning SA

          Renmark, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (08) 8582 1428Visit website

        • Vestra Wealth

          Clare, SA

          69.7/100
          5.0from 1 review
          • Independently corroborated
          • Website live
          • Phone number matches
          (08) 7228 6109Visit website

        • PGFS PTY Ltd.

          Adelaide CBD, SA

          69.2/100
          4.9from 61 reviews
          • Independently corroborated
          (08) 8373 7277Visit website

        • Payneham Financial Services Pty Ltd

          Noarlunga, SA

          68.6/100
          5.0from 22 reviews
          • Independently corroborated
          • Website live
          Visit website

        • paradigm advice

          North Adelaide, SA

          68.7/100
          5.0from 11 reviews
          • ABN confirmed
          1300 661 551Visit website

        • Kingfisher Financial Services

          Noarlunga, SA

          67.0/100
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 2003
          (08) 8332 6900Visit website

        • Encounter Group

          Mount Gambier, SA

          67.0/100
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 2011
          (08) 8391 6446Visit website

        • Wealth Planning Professionals

          Goolwa, SA

          67.0/100
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (08) 8260 2687Visit website

        • Organic Wealth

          Tanunda, SA

          67.0/100
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 2022
          (08) 8567 3663Visit website

        • Plus 7 Financial Management

          Noarlunga, SA

          66.9/100
          5.0from 15 reviews
          • Independently corroborated
          • Website live
          • ABN confirmed
          Visit website

        • Synergy Private Wealth

          Adelaide CBD, SA

          66.9/100
          5.0from 15 reviews
          • Independently corroborated
          • Website live
          • ABN confirmed
          (08) 8373 4386Visit website

        Financial Planners by location in SA

        A shortlist for your own area beats a state-wide ranking. 2 locations have enough financial planners to compare properly.

        What we hold on these 94 businesses. Not the site-wide average — the actual list below.

        corroboration confirmed
        81%corroboration confirmed76 of 9497% of 78 checked
        website confirmed reachable
        64%website confirmed reachable60 of 9480% of 75 fetched
        phone number confirmed
        37%phone number confirmed35 of 9454% of 65 compared
        ABN confirmed
        51%ABN confirmed48 of 94

        Financial Planners in other states

        Nobody on this page paid to be here

        There is no advertising product, no sponsored slot and no way to buy a position. The order comes from the checks described on the method page, applied identically in every category and every location.

        Read the methodReport a problem