82 verified financial advisers

Financial Advisers in Canberra, ACT

Compare registered financial advisers in Canberra, Australian Capital Territory. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for Canberra, Australian Capital Territory is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 82 results

Anthony James Monaghan

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
000263418
Postcode
2601
📞 1300 663 334🌐 Website
PS 146 Superannuation and Insurance (Core and Life)PS 146 Training Course 1 Managed Investments and SecuritiesPS 146 Training Course 2 Life Insurance and Insurance Broking926 Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Phillips★★★★★ 5 (1 reviews)

FINTEGRITY WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 302/20 Bungan St, Mona Vale NSW 2103
Experience
Since 1991 (35 years)
Registration #
000334567
Postcode
2601
📞 (02) 9997 6787🌐 Website
Bachelor of EconomicsDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Reginald Arthur Sheridan

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1991 (35 years)
Registration #
000247547
Postcode
2601
📞 (07) 5406 5000🌐 Website
Estate Planning and Professional ResponseRisk Management and Insurance PlanningInvestment PlanningSuperannuation and Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Farmer

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 1994 (32 years)
Registration #
001238889
Postcode
2601
📞 (02) 6267 0700🌐 Website
AFMA Accreditation ExaminationBachelor of Business (EcoNomics)Bachelor of Business (Economics)RG146 Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Farmer

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 1994 (32 years)
Registration #
001238889
Postcode
2601
📞 (02) 6267 0700🌐 Website
AFMA Accreditation ExaminationBachelor of Business (EcoNomics)Bachelor of Business (Economics)RG146 Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Gee★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001005563
Postcode
2601
📞 1300 138 138🌐 Website
Financial Planning CertificateLevel 3 Certificate in Financial PlanningFNS50804 Diploma of Financial Services (Financial Planning)Graduate Diploma of Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Mcneil Beith

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 1995 (31 years)
Registration #
000241841
Postcode
2601
📞 (02) 6267 0700🌐 Website
Bachelor of EconomicsLaw I+Law IIADFP5 Tax for financial advisingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Easterby

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 1998 (28 years)
Registration #
000253518
Postcode
2601
📞 (02) 6267 0700🌐 Website
Master of Business AdministrationDiploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dorian Bontempelli★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005458
Postcode
2601
📞 (03) 9906 5000🌐 Website
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange AccreditationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Nicole Marie Canavan★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001003617
Postcode
2601
📞 1800 331 685🌐 Website
Certified Financial Planner (CFP)RG146 Margin LendingGraduate diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sergio Porfirio★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005239
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of Agricultural EconomicsSuperannuation ModuleMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
Superannuation
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Aaron Joseph Downey★★★★★ 5 (95 reviews)

NEST ADVISORY HQ PTY LTD
RegisteredTax Advice ✓
📍 Office 4/15 Moore St, Canberra ACT 2601
Experience
Since 2000 (26 years)
Registration #
000268816
Postcode
2601
📞 (02) 6169 4102🌐 Website
Bachelor of CommerceMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Helmut Sergj Bold★★★★★ 5 (95 reviews)

NEST ADVISORY HQ PTY LTD
RegisteredTax Advice ✓
📍 Office 4/15 Moore St, Canberra ACT 2601
Experience
Since 2000 (26 years)
Registration #
000338761
Postcode
2601
📞 (02) 6169 4102🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicole Price★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001005493
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Banking and Finance)8 unit Diploma of Financial PlanningMaster of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Lee Scott★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005279
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments
Securities
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Scott David Malcolm

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 2001 (25 years)
Registration #
000262368
Postcode
2601
📞 (07) 5406 5000🌐 Website
BA Commerce in Management SciencesSMSF Specialist Advisor (SSA) AccreditationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Maloney★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001258666
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceBachelor of Commerce in Banking & FinanceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Neil Anthony Robertson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001256619
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceDiploma of Financial ServicesMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesRSA Products
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James Rodney Clark★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000321823
Postcode
2600
📞 1300 847 434🌐 Website
Graduate Diploma of Financial PlanningGraduate Diploma of Applied FinanceMargin LendingSelf Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Premjit Uberoi★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001004700
Postcode
2600
📞 1300 847 434🌐 Website
Bachelor of ArtsDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Anthony Carle

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2003 (23 years)
Registration #
000423847
Postcode
2600
📞 (02) 6267 0700🌐 Website
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Angela Koch★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005326
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate Diploma of Applied Finance and InvestmentForeign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Bhavna Patel

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2004 (22 years)
Registration #
001004204
Postcode
2601
📞 (02) 6267 0700🌐 Website
Advanced Diploma of Financial PlanningMargin LendingFellow Chartered Financial Practitioner (FChFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Luke★★★★★ 5 (1 reviews)

FINTEGRITY WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 302/20 Bungan St, Mona Vale NSW 2103
Experience
Since 2004 (22 years)
Registration #
001005632
Postcode
2601
📞 (02) 9997 6787🌐 Website
Bachelor of CommerceDiploma of Financial ServicesFinancial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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David Miller★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005360
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Drew Robert Miller

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000254540
Postcode
2601
📞 1300 663 334🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Rachelle Anne Arranz★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000245803
Postcode
2601
📞 (07) 0000 0036🌐 Website
Adanced Diploma in Financial ServicesDiploma in Financial MarketsCertified Financial PlannerAccredited Aged Care Professional
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Craig Nicholls★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001005356
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor DegreeBachelor Degree (Hons)Graduate Diploma
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Nandita Mathur★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001005643
Postcode
2601
📞 1300 138 138🌐 Website
Bachelor of Commerce (Honours Course)FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Mckillop★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001003176
Postcode
2601
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceDiploma of Financial ServicesADA Level 1 & 2ASX/ACH Responsible Executive
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Adam Young★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000320950
Postcode
2601
📞 1300 138 138🌐 Website
(FNS50804) Diploma of Financial Services (Financial Planning)Bachelor of CommerceEstate PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Brendan Doherty★★★★★ 5 (95 reviews)

NEST ADVISORY HQ PTY LTD
Registered
📍 Office 4/15 Moore St, Canberra ACT 2601
Experience
Since 2007 (19 years)
Registration #
000296660
Postcode
2601
📞 (02) 6169 4102🌐 Website
Bachelor of Applied EconomicsBachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Doherty★★★★★ 5 (95 reviews)

NEST ADVISORY HQ PTY LTD
RegisteredTax Advice ✓
📍 Office 4/15 Moore St, Canberra ACT 2601
Experience
Since 2007 (19 years)
Registration #
000296660
Postcode
2601
📞 (02) 6169 4102🌐 Website
Bachelor of Applied EconomicsBachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Paterson Bailey★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000300763
Postcode
2601
📞 1300 309 618🌐 Website
49774994SDIA – Securities and Derivatives Industry AssociationThe SDIA Accreditation Program
SecuritiesGovernment Debentures
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John Rakic★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001004573
Postcode
2601
📞 (02) 8216 6300🌐 Website
Diploma of Financial MarketsBachelor of Commerce (Banking & Finance)ASX/ACH Responsible ExecutiveADA Level 1 & 2
SecuritiesDerivativesGovernment DebenturesRSA Products
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Serhan Mackey★★★★★ 5 (1 reviews)

MFG ADVICE PTY LTD
RegisteredTax Advice ✓
📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
Experience
Since 2007 (19 years)
Registration #
001006361
Postcode
2600
📞 (03) 9497 3396🌐 Website
Master of Business (Hospitality Management)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Timothy Leslie Anderson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000317673
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of ManagementMargin Lending and Geared InvestmentsTier 1 SuperannuationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Dyon Keil

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2008 (18 years)
Registration #
001006910
Postcode
2601
📞 (02) 6267 0700🌐 Website
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee Kenneth Moore★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000322765
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce in Banking and FinanceBachelor of Information TechnologyASX Accredited Derivatives Adviser Level OneMargin Lending and Geared Investments
Superannuation
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Michael Craig Johns★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001004272
Postcode
2601
📞 1300 138 138🌐 Website
Diploma of Financial Advising (90106NSW)CFP Certification ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Samuel Furler

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2008 (18 years)
Registration #
000343832
Postcode
2601
📞 (02) 6267 0700🌐 Website
Bachelor of Applied EconomicsBachelor of Commerce in Banking and FinanceDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Mclaughlan★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 2008 (18 years)
Registration #
000332436
Postcode
2601
📞 (07) 5557 3000🌐 Website
Bachelor of Commerce with HonoursGraduate Diploma of Applied FinanceSMSF Specialist Advisor (SSA) AccreditationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ishara Udarani Rupasinghe★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000336377
Postcode
2601
📞 1300 309 618🌐 Website
BUSN1101BUSN3014Bachelor of CommerceGraduate Diploma of Applied Finance
SuperannuationSecuritiesGovernment Debentures
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Jonathan Mcgrath★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001005539
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Amiee Louise Keys★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000394174
Postcode
2601
📞 1300 309 618🌐 Website
49776417Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Buddhika Wickramaratna★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000357170
Postcode
2601
📞 1800 331 685🌐 Website
Bachelor of Applied Economics / Bachelor of Commerce in Banking & FinanceAdvanced Diploma of financial services (financial planning)CFP Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Streat★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004591
Postcode
2601
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceADA Level 1 & 2Graduate Diploma of Applied Finance & InvestmentsProfessional Diploma of Stockbroking
SuperannuationSecuritiesDerivatives
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Penelope Doone Ponder★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001256618
Postcode
2601
📞 (02) 9238 1238🌐 Website
ASX Accredited Derivatives Adviser Level OneDiploma of Financial Services (Financial Planning)Professional Diploma in Securities & DerivativesMargin Lending Accreditation Program
SuperannuationSecuritiesRSA Products
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Adam Lawrance

ZUPPE INTERNATIONAL PTY LIMITED
RegisteredTax Advice ✓
Experience
Since 2011 (15 years)
Registration #
001003138
Postcode
2601
Bachelor of Commerce (Finance & Accounting)Margin Lending AccreditationProfessional Diploma of StockbrokingADA Level 1 & 2
SuperannuationLife InsuranceLife InvestmentDerivativesGovernment Debentures
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Rahulan Rukmanikanthan★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000406416
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsBachelor of FinanceMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Neil James Speirs★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000424857
Postcode
2601
📞 1300 138 138🌐 Website
FNS50804 Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Lucey★★★★★ 5 (95 reviews)

NEST ADVISORY HQ PTY LTD
RegisteredTax Advice ✓
📍 Office 4/15 Moore St, Canberra ACT 2601
Experience
Since 2013 (13 years)
Registration #
000426829
Postcode
2601
📞 (02) 6169 4102🌐 Website
Bachelor of Applied EconomicsCertificate IV in Finance and Mortgage BrokingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Taylor★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001005656
Postcode
2601
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied Finance and InvestmentsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Samuel Guy Colman

ZUPPE INTERNATIONAL PTY LIMITED
RegisteredTax Advice ✓
Experience
Since 2014 (12 years)
Registration #
000462938
Postcode
2601
Bachelor of CommerceDiploma of Financial PlanningMargin Lending Specialist CourseCertified Financial Planner Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tanella Lane★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005519
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor DegreeDiplomaSMSF Specialist CourseAdvanced Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Andrew John Rosetta★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 2015 (11 years)
Registration #
001237657
Postcode
2601
📞 (07) 5557 3000🌐 Website
Bachelor of CommerceCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Elliott★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001009194
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of Finance Major in Corporate Finance and Investment ManagementAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Thomas Arthur Kenyon★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001256617
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessEthics and Professionalism in Financial AdviceStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesRSA Products
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Daniel James Thompson★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001241431
Postcode
2601
📞 1300 309 618🌐 Website
BUSN1101Bachelor of Commerce (Finance and Introductory Accounting)Diploma of Financial PlanningTFA Tax for Financial Advising
SecuritiesGovernment Debentures
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Daniel Patrick Griffin★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001245840
Postcode
2601
📞 1300 309 618🌐 Website
49776417Bachelor of CommerceDiploma of Financial Planning
SecuritiesGovernment Debentures
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Minsoo Nicholas Tyrrel★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249238
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceBachelor of EconomicsChartered Accountants Program / Graduate DiplomaEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Angus Frederick Stevenson★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2017 (9 years)
Registration #
001252175
Postcode
2601
📞 (08) 9267 3444
Bachelor of Arts Major in History & International RelationsBachelor of Commerce Major in FinanceDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George David Joseph Goodchild★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254536
Postcode
2601
📞 1300 309 618🌐 Website
Bachelor of Mathematics (Hons)Core 1 Securities and Managed Investments AccreditationDiploma of Financial PlanningGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Jacobus Vlok★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2017 (9 years)
Registration #
001251938
Postcode
2601
📞 0401 687 842
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark O'Brien★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254567
Postcode
2601
📞 1800 331 685🌐 Website
Bachelor of commerce (finance)Diploma Financial Planning FNS50611RG146 Margin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicole Cherie Callan★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001257227
Postcode
2601
📞 (02) 9238 1238🌐 Website
Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesRSA Products
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Cameron Phillips★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272175
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Finance)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Plannning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Harrison Bryant★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001267733
Postcode
2601
📞 (03) 9906 5000🌐 Website
Bachelor of Laws/Bachelor of CommerceForeign Exchange Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Julie Almond★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270704
Postcode
2601
📞 1300 138 138🌐 Website
FNS51811 Diploma of Financial ServicesFNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InvestmentGovernment DebenturesRSA Products
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Priscilla Osei-Ntim★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272568
Postcode
2601
📞 (07) 0000 0036🌐 Website
Diploma in Financial PlanningAdvanced Diploma in Financial PlanningGraduate Certificate in Financial planningMaster of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Troy Joseph Dawe★★★★★ 5 (95 reviews)

NEST ADVISORY HQ PTY LTD
RegisteredTax Advice ✓
📍 Office 4/15 Moore St, Canberra ACT 2601
Experience
Since 2018 (8 years)
Registration #
001270938
Postcode
2601
📞 (02) 6169 4102🌐 Website
Bachelor of Finance (Financial Planning)Certificate IV in Financial Services (Mortgage Broking)Diploma of Finance and Mortgage Broking ManagementEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katharine Laurina Whild

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2021 (5 years)
Registration #
001283194
Postcode
2601
📞 (02) 6267 0700🌐 Website
Bachelor of CommerceGraduate Diploma of Chartered AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patricia Michelle Paborito Ryan

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2021 (5 years)
Registration #
001283193
Postcode
2601
📞 (02) 6267 0700🌐 Website
Bachelor of Commerce (Financial Planning Major)FPC002B Ethics and Professionalism in Financial AdviceTASA and the TPB Code of Professional ConductTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ross Trimboli★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001293585
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceBachelor of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Saurav Patel★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001296077
Postcode
2601
📞 1300 309 618🌐 Website
Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006
SuperannuationSecuritiesGovernment Debentures
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Carly Brooke Jackson

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2023 (3 years)
Registration #
001295818
Postcode
2600
📞 (02) 6267 0700🌐 Website
Bachelor of Commerce (Financial Planning major)Financial Statement FundamentalsTier 1 Generic KnowledgeTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jamie Denham

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2024 (2 years)
Registration #
001307706
Postcode
2601
📞 1800 062 134🌐 Website
Bachelor of Applied Finance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emily Kate Johnson

PARKER WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 10/40 Marcus Clarke St, Canberra ACT 2600
Experience
Since 2025 (1 years)
Registration #
001295819
Postcode
2600
📞 (02) 6267 0700🌐 Website
Bachelor of Commerce (Major in Financial Planning and Applied Economics)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nicola Robertson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310526
Postcode
2601
📞 (02) 9238 1238🌐 Website
Bachelor of ArtsBachelor of FinanceGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationSecuritiesRSA Products
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Joseph Hoey

ZUPPE INTERNATIONAL PTY LIMITED
RegisteredTax Advice ✓
Experience
Since 2026 (0 years)
Registration #
001310355
Postcode
2601
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kelsi Blumson★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Registration #
001316656
Postcode
2601
📞 (07) 5557 3000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Michael Stirzaker★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Registration #
001312510
Postcode
2601
📞 (08) 9267 3444
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

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Nearby Financial Advisers

Canberra City, ACT 8 listings · 0m Deakin, ACT 41 listings · 2km Yarralumla, ACT 3 listings · 3km Deakin West, ACT 4 listings · 3km Lyneham, ACT 3 listings · 3km Forrest, ACT 5 listings · 3km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Canberra, 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 Canberra, 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.