Your Best Interest Advisers

Here's some information about the financial advisers who appear in Your Best Interests TV program. The Association of Financial Advisers has 3000 member advisers nationally. To find a financial adviser in a location that's convenient for you, click here

Bill Bracey

Bill Bracey

Principal & Senior Financial Planner

Bill’s vast experience provides him with the skills to understand and articulate clients' financial and lifestyle challenges with great clarity. 

Jenny Brown

Jenny Brown

CEO & Founder JBS Financial Strategists

Jenny Brown, FChFP CFP SSA GAICD Dip FP is the award-winning director and head of strategy of JBS Financial Strategists, a boutique financial planning company in Melbourne that specialises in SMSFs and personal risk insurance. She's also proudly the 2013 AFA Financial Adviser of the Year and the FSSmileys Scholar of the Year. Jenny offers more than 24 years - experience in the financial planning industry, where her personal philosophy has never wavered - she gets to know what is important to her clients first, and then acts to help them achieve their dreams. Specifically, she helps create and manage wealth strategies for high net worth, small business and Gen X & Y clients. As a result, her business is about building relationships, which has enabled her to grow JBS into the thriving and progressive practice it is today, backed by a lively and dedicated team of advisers and specialists. Life at JBS is all about having fun too, and Jenny invests heavily in her team to ensure happy campers all round. Her great passions are social media and networking, but she's equally driven to help women in business and sits on several business advisory boards. Her motto: Love what you do and smile, it costs nothing and makes you and those around you feel better!

Ascent Wealth Management, Steve Nielsen

Steve Nielsen

Financial Planner, Ascent Wealth Management

Steve has over twenty-five years experience in the financial services industry. Over the last twenty years in financial planning both as a financial planner himself, and also running the management and development of Financial Planners and other holders of letters of authority in geographic teams.

His academic qualifications include:-

  • Bachelor of Commerce (HRM and Management), Griffith University Completed 1998
  • Master of Business Administration (Org Change and HRM), University of Southern Queensland Completed 2000
  • Graduate Certificate of Operations Management, Mt Eliza University Completed 2002
  • Six Sigma Black Belt Certification, Six Sigma Academy, Scottsdale, Arizona, USA (Process Quality Management) Completed 2002
  • Advanced Diploma of Financial Services Completed 2004

Steve is a Fellow of the Financial Services Institute of Australia (FINSIA), and holds the Asia Pacific Financial Services mark- Fellow Chartered Financial Practitioner (FChFP)

Steve holds the Self Managed Superannuation Fund Association of Australia (formerly SPAA) designation of Specialist Adviser

Michael Nowak, Nowak Financial Services

Michael Nowak

Director & Senior Financial Adviser at Nowak Financial Services

Michael is the owner, Managing Director and Senior Adviser at Nowak Financial Services. He began advising in 2005 and since then has made a successful transition into a Senior Adviser role and succeeded Joe to become the owner of the business. The people side of the advising role is what Michael derives most satisfaction from, the engagement with clients and being able to work with them to develop creative solutions. Michael has integrated the goals based financial planning approach in the Nowak Financial Services based on his experience with clients and his own situation.

Michael holds the following qualifications – FChFP designation, a Bachelor of Business from QUT and an Advanced Diploma of Financial Planning. Whilst in his role as President in 2013/14 his Board were instrumental in raising education standards and codes of conduct, improving the perception of advice, and championing the role of women in advice. Michael specialises in personal and family life insurance advice, working with business owners for their insurance and retirement strategies, superannuation accumulation and retirement planning. 

Eleanor Dartnall

Eleanor Dartnall – Principal at Dartnall Advisers

Eleanor has worked in the banking and finance sector for several decades. During this career journey, she has learned that the only way for her to provide meaningful advice is to educate her clients in all aspects of managing their financial affairs, with the result that her clients can give her informed consent whenever she gives them recommendations that will affect their financial health.

Michael Sloan

Co-Founder and Director of The Successful Investor

Michael Sloan is the Co-Founder and Director of The Successful Investor, a national property advisory firm.

Ian McKenzie

Director

Ian has been working with SMSF's since 1997, assisting with Property strategy, strategic tax planning and asset protection with your property portfolio. He can assist with wealth creation using property.

Ian is a client and results orientated professional with 20 years experience in taxation and financial solutions. He keeps up to date with professional training and issues and has a strong work ethic. Ian is dedicated to providing solutions and successful outcomes for his clients. He values honesty as an important ethic as part of protecting his clients wealth and risk giving clients peace of mind.