What to expect from the engagement
Engaging a financial adviser for Braddon, Australian Capital Territory follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 1996 (30 years)Registration #000310057Postcode2612
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 unit 66/10-12 Lonsdale St, Braddon ACT 2612
ExperienceSince 1999 (27 years)Registration #000259415Postcode2612
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #000344114Postcode2612
Advanced Diploma of Financial PlanningCFPMargin Lending & Gearing InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2004 (22 years)Registration #000283145Postcode2612
Bachelor of Arts (Banking and Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office 4/15 Moore St, Canberra ACT 2601
ExperienceSince 2007 (19 years)Registration #000310502Postcode2612
Certified Financial Planner (CFP)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office 4/15 Moore St, Canberra ACT 2601
ExperienceSince 2008 (18 years)Registration #000310583Postcode2612
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 2008 (18 years)Registration #000322847Postcode2612
Advanced Diploma Financial Services (Financial Planning) FNS60404Diploma Financial Services (Financial Planning) FNS50804Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 2012 (14 years)Registration #000424540Postcode2612
Bachelor of Applied Economics and Business AdministrationDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2014 (12 years)Registration #000470562Postcode2612
Bachelor of Acturial StudiesDiploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 2016 (10 years)Registration #001240933Postcode2612
Bachelor of Business (Financial Planning)CFP Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 unit 66/10-12 Lonsdale St, Braddon ACT 2612
ExperienceSince 2016 (10 years)Registration #001239883Postcode2612
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office 4/15 Moore St, Canberra ACT 2601
ExperienceSince 2017 (9 years)Registration #001256874Postcode2612
Margin LendingSelf Manages Superannuation FundsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 2018 (8 years)Registration #001264047Postcode2612
Bachelor of Commerce (Applied Economics)Bachelor of CommerceCertified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001263041Postcode2612
Master of Applied Finance (Financial Planning)Ethics & Professionalism in Financial AdviceProfession of Independent Financial Advisers (PIFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2022 (4 years)Registration #001295642Postcode2612
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 unit 66/10-12 Lonsdale St, Braddon ACT 2612
ExperienceSince 2023 (3 years)Registration #001301544Postcode2612
Graduate Diploma of Financial PlanningCFP Certification ProgramMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 unit 66/10-12 Lonsdale St, Braddon ACT 2612
ExperienceSince 2024 (2 years)Registration #001304633Postcode2612
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 19/50 Cavill Ave, Surfers Paradise QLD 4217
ExperienceSince 2026 (0 years)Registration #001316148Postcode2612
Bachelor of Business and Enterprise
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 unit 66/10-12 Lonsdale St, Braddon ACT 2612
Registration #001319918Postcode2612
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Braddon, Australian Capital Territory appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.
What's the difference between a financial adviser and a financial planner?
In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.
Are initial consultations with financial advisers free?
Most financial advisers in Braddon, Australian Capital Territory offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.
What should I bring to a first meeting with a financial adviser?
Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.
Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
Always verify registration status directly with the relevant authority before engaging services.
Data is updated periodically and may not reflect the most current information.