About Us
What is Your Ideal Life?
About Us
Platinum Wealth Financial Planning provides financial advice that is personalised, based on your goals, and customised to your individual situation. We provide a service that ensures the essentials are all looked after so you can have confidence that you are doing the right things with your money and can see progress, year upon year.
We work with people all over Australia, often through video calls which can be held anywhere at a convenient time.
If you are looking for a Sunshine Coast Financial Adviser, we have a centrally located office in Mooloolaba. We understand that not everyone is able to meet within regular business hours, so appointments outside of 9-5 are often possible.​
Meet The Team
Principal Adviser
Chris Young
Chris Young is the Director and Licensed Financial Planner of Platinum Wealth Financial Planning. Chris has the latest, and most up to date professional qualifications, years of experience working for other Financial Planning firms, 10 years of working within the banking sector and years of owning his own small businesses. Chris is passionate about helping people identify their own version of the 'ideal life' and showing them how they can achieve this.
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Chris is a happily married father of two daughters, who enjoys spending quality time with his family & friends and making others feel happy, supported and appreciated.
Financial Adviser
Fergus McCarthy
Ferg has over 7 years of experience in the financial services industry and brings a broad range of high-level technical knowledge and specialisations. Ferg is an expert in superannuation, investments, personal insurances, estate planning and much more. Ferg prides himself on building quality relationships with clients that allows him to provide holistic tailored solutions.
Office & Client Support Manager
Isobelle Young
Izzy has many years of experience in providing exceptional customer service and is your friendly first point of contact to our office. Izzy’s role is to ensure all of our clients administrative needs are attended to and the implementation of any advice is a streamlined process. Izzy is currently undertaking a para planning course and looking to expand her skills and knowledge within the financial planning industry.
Who Do We Help?
Whilst we would love to be able to help everyone, we provide the most value to households earning over $140,000, have bought their first home and want their money to work harder.
Our first step is a complimentary phone call to learn what you you want from your money, what your ideal life looks like & explain our services and how they can propel you towards your optimal financial future.