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About Us

Actually It's All About You

Experienced Financial Planner in Adelaide

If you are wanting an experienced financial planner in Adelaide, then the Wealth IQ Group is the right place for you to be.

Maintaining the family wealth is a task that requires the dedication of a professional financial planning adviser – one who will provide you with caring, professional SERVICE!

After all, it’s all about YOU. This means – YOUR financial circumstances, YOUR dreams and needs and finding the right financial planning solutions for YOU!

Indeed, one of our featured specialities is advising family businesses | family offices. Many of these are high-net-worth or ultra-high-net-worth individuals and families requiring tailored service to ensure the growth, prosperity and longevity of the family wealth – all on a sustainable basis. We do this under the umbrella of Family Business Advisory – a company dedicated to this task. Please feel welcome to explore our service offering at Family Business Advisory, following which we shall be only too happy to hear from you with any questions that you may have or if you wish to arrange an appointment with us for an initial discussion.

For instance, everyone has different needs, goals and unique financial circumstances. Because we recognise this factor, we focus on the need to discover and deliver strategic financial planning solutions designed for your unique personal or business needs.

Hence, as part of this process, we tailor our strategies to your requirements. Above all, we also select from a wide range of best-of-breed products. Accordingly, we strive to find the right product to suit all your current and future requirements.

Such strategies and products are well-researched and analysed by us for their compatibility with your individual goals, be they to do with:

Preferring to establish lasting relationships built on providing good value-for-money service, we are not driven by fees. So, our fees are discussed once all your financial planning needs have been discovered. Importantly, they must meet your approval before we are authorised to proceed.

For all new clients we have chosen not to charge trailing commissions. Subsequently, where applicable, we rebate these fees back into your account, allowing your hard-earned dollars to work even harder for you.

In short, our financial planning solutions, service and advice are tailored to meet your specific personal or business needs.

That’s because the Wealth IQ Group, led by Tony Skinner, is a professional, holistic financial services company with well over 35 years of experience. Therefore, we understand that our relationship with each client will be built on trust, integrity and professionalism.

Having the Wealth IQ Group work with you – “That’s Money Smart!”

Our Team.

Tony Skinner

Your Advisor

Jay Barnes

Client Services Co-ordinator 

Kim Coleman

Client Services Manager

Trudy Oakes

Paraplanner

Tony Skinner

Your Advisor

Tony Skinner - Founder and Senior AdviserGoal:


Tony’s goal is to provide you and his other clients with the tools and/or education to build, increase and maintain their wealth.

Above all, whether you want to take charge of your own portfolio or find someone you trust to look after things for you, as a leading financial planner in Adelaide, Tony is more than happy to oblige.

Qualifications:

Associate Diploma Accounting, Self Managed Superannuation, Advanced Diploma Financial Services (Financial Planning), Diploma Financial Services (Financial Planning), Certificates in Financial Markets, 1st Line Management, Executor & Trustee Institute. This is along with various qualifications in communications, presentations and business writing, SSA accreditation as a Self-Managed Super Fund Specialist Adviser.

Experience:

As a business professional for more than 35 years, Tony has performed a variety of roles over that time. Importantly, the most relevant to you would be:

  • Financial planning
  • Taxation
  • Trust Administration
  • Lending
  • Debt Consolidation
  • Funds processing, administration and investment management.

Given his vast experience, he is able to view your financial situation from many angles, with the view to providing a holistic tailored solution for you.

Tony has won many awards for service excellence and exceeding benchmarks and expectations. 

Jay Barnes

Client Services Co-ordinator

Jay Barnes - Client Services Co-ordinatorCertificate III in Financial Services

Vivacious; positive; bubbly; adaptable; super mum

I have a friendly caring nature and love having a good laugh. A real joy comes from interacting with clients and ensuring that my usual strong attention to detail continues. Suffice to say, this comes from 10 years of customer service experience (in the banking industry).

Accordingly, my admin experience has helped me settle into my current role perfectly.

My colleague Kim and I assist in implementing strategies our advisors have devised to ensure a smooth transition and help to manage our ongoing client relationship/services. Consequently, both Kim and I love hearing the stories our clients readily share with us as we here at Wealth IQ / SWM Finance Matters / JV Wealth Pty Ltd.

We love, and thrive on, the personal touch.

The HR side of the business which includes payroll, accounts, bank reconciliation and much more is managed by me!

Colleagues and clients would say I have a happy can-do attitude. Whilst I love a good challenge, I also work well both individually and in a team environment.

I have been known to movie reference ‘multiple’ times per day, which leaves my colleagues in hysterics.

Away from work, I am a busy mum of three! Did I mention that I have twins! My husband and our three children are the biggest part of my life, as are the rest of my family. We enjoy spending time together, whether it be watching the kids play in our backyard or getting away for the weekend (glamping).

Kim Coleman

Client Services Manager

Kim Coleman - Client Services ManagerDiploma of Financial Services (Financial Planning)

Friendly; kind & caring; focused; efficient; super mum

I have over 10 years experience within the financial planning industry and have previously worked in wealth management businesses, including Advance Asset Management. The latter is where I initially met and worked alongside Tony as well as at ANZ and Uni Super.

It’s thoroughly enjoyable working in a smaller boutique practice. This is because it gives us the opportunity to really get to know our clients and provide financial planning solutions for a diverse range of wealth and insurance needs.

One of my key responsibilities is overseeing the preparation of review documentation for our clients, including investment reports and regulatory documents.

As a problem solver, I like to research solutions and challenge myself to ‘think outside the box’.

Having an eye for detail and thriving on multi-tasking, I am constantly looking for ways to improve processes within the business. Subsequently, many of these improvements have been implemented in the past few years of my working here.

In my spare time, I enjoy spending time with my three children. Did I mention I am also a twins Mum?!

Understandably, life is busy but I wouldn’t have it any other way. I enjoy sharing a glass of red with friends and love my DIY home projects. I am an all-rounder and will tackle anything that comes my way. #supermum!

Trudy Oakes

Paraplanner

Trudy Oakes - ParaplannerDiploma of Financial Services (Financial Planning)

Friendly; Driven

My experience within the financial planning industry is more than 30 years. I have previously worked in many financial planning firms in various roles including that of being an Adviser. As the newest recruit to the Wealth IQ Group team, I joined in April 2021 as a Paraplanner.

As such, my role is to assist Tony in the preparation of Statements of Advice to assist clients to achieve their financial goals.

The greatest part of working in this industry is the diversity of the clients you get to work with. This means that I get to enjoy developing great relationships with clients whilst assisting them in their journey to help them meet their retirement planning goals.

In my spare time I enjoy spending time with my three boys and family. My interests include cooking, gardening, and travelling.

Corporate Authorised Representatives

SWM Group, JVWealth, Nicholls Wealth & FIA Financial Planning

We are absolutely committed to providing our clients with the best in professional services. To this end, we are delighted to have these financial services professionals as our partners.

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