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Ironbark Advice Hobart

Ironbark Advice Hobart

5.0(12 reviews)See reviews ↓·Hobart

About the company

Ironbark Advice is a trading name used by multiple entities, including Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd. Ironbark Advice entities are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited (AFSL and ACL No. 232706).

Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited (AFSL and ACL No. 234665). GR & LC Thompson Pty Ltd trading as Ironbark Advice is an authorised representative and credit representative of Hillross Financial Services Limited (AFSL and ACL No. 232705). Steve Fort is Chief Executive Officer. Justin O'Donoghue is Chief Operating Officer. Rebecca Mossman is Head of Financial Advice. Chris Ogilvie is Chief Investment Officer. Damien Mifsud is Head of Lending.

Anthony Lyons is Head of Client Solutions. Catherine Duff is Head of Projects Office. David Gill is Head of Analytics & Innovation. Lexi Glover is Head of Strategic Execution. David Stephen is Executive Director, Strategy and Growth. Ironbark Advice offers financial advice, private wealth and investment solutions. Ironbark Advice has a location in Bellerive, Tasmania; Adelaide, South Australia; Albury - Wodonga, New South Wales; Armidale, New South Wales; Bacchus Marsh, Victoria; Ballarat, Victoria; Bathurst, New South Wales; Bendigo, Victoria; Biloela, Queensland; Camberwell, Victoria; Canberra, ACT; and Central Coast, New South Wales.

What customers say

Based on genuine customer reviews

Ironbark Advice Hobart draws consistent praise for the depth of expertise and individual attention clients receive. A handful of customers describe relationships lasting a decade or more, with portfolios handled carefully and honestly, leaving them better off than they had anticipated. Something that features in review after review is how promptly named advisers reply. Adam is credited with quick, candid answers clearly focused on the client's interests, while Isabel is thanked for patiently explaining matters and fielding questions. Luke Klapsis receives similar recognition for his knowledge and readiness to spend extra time on income and life insurance updates.

Todd, Michael and Simon Ashman are also mentioned, with sound guidance available whenever needed and financial planning analysed closely around each person's circumstances. One client credits a budgeting program with substantially improving their savings. Across superannuation consultancy, investment services, mortgage broking and insurance, the recurring theme is professional service combined with a genuine commitment to clients' financial growth and independence, and the willingness to keep answering questions long after the initial engagement has ended.

Financial auditFinancial consultantFinancial institutionInsurance brokerInvestment serviceLoan agency

Reviews

Reviews are taken from publicly available sources.

SJ
Simon Jenkins17 August 2026
B
Boz6 August 2024

I recently updated my personal income & life insurances with Luke Klapsis. I found Luke to be extremely knowledgable, responsive and always willing to take the extra time answer my questions. Thanks for a first class experience Luke!

AG
Annie Gressie16 March 2024

Gabe and I have been dealing with Simon Ashman and the team at Invest Blue in Hobart for over 10 years, and it has been a rewarding experience. Our portfolio has been managed with care and integrity and has made our lives more secure and comfortable than we could ever have imagined. We would definitely recommend them to others.

CC
Coco Cullen-Knox5 July 2022

Isabel has worked with me for the last couple of years to help me successfully reach my goals. She has been a pleasure and spent the time to explain everything and thoroughly answering all my questions. Thanks Isabel!

MR
Michael Rankine9 June 2022

Excellent and friendly staff with the knowledge to provide expert advice with the clients needs always at the forefront of their operations. I couldn't speak more highly of Adam and the team!

CB
Craig Banks6 June 2022

Adam has provided financial advice to us for the last couple years. He has provided an excellent service and is always prompt with his advice. We would definitely recommend Adam and the team at Strategic to anyone looking for solid financial advice.

GC
Georgina Ciafardini1 June 2022

I couldn't speak more highly of Strategic Financial Planning & Insurance, especially Adam and Michael. The professionalism, service, and advice provided has been truly impressive. The company has the best interest of the client at heart especially when it comes to providing advice on your financial growth and freedom.

Financial advisers & planners in Hobart compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Hobart are compared.

RankProviderRatingReviewsOpen Sat.
1Main Street Financial Solutions★ 5,0111No
2Kyle Brown Wealth Management★ 5,026No
3Premium Business Group★ 5,026No
4Ironbark Advice Hobart (this page)★ 5,012No
5Ethical Choice Investments★ 5,05No
Contact
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed