Forty Fifty

Forty Fifty is a financial advisory and planning firm founded in 2011 and based in Launceston, Tasmania. It serves clients across Tasmania and mainland Australia. The team includes three experienced advisers and dedicated support staff. Forty Fifty assists over 650 individuals and families and manages more than $600 million in investment capital. The firm operates under its own Australian Financial Services Licence, 108 Tamar Pty Ltd. Dane Waldron is a founding director and CFP.

Brian Kearns holds a Master’s in Finance. Anthony Gibson is a CFP and his uncle was one of the founding directors. Luisa Dornauf is a provisional advisor based in Bundaberg on the Gold Coast. Forty Fifty provides tailored advice across investment strategies, superannuation, Centrelink planning, tax optimisation, estate planning, and personal insurance.

Forty Fifty is a financial planning practice based in Launceston, and its two accounts describe excellent service and advice delivered at a reasonable cost. Investment outcomes feature prominently, with one customer reporting a stress-free result for their investments and satisfaction with the returns to their retirement income, while the financial planning itself is described as great.

Dane and his team are named as the people behind the guidance, and the experience is remembered as calm rather than stressful for those working through financial decisions.