How to choose a financial adviser
When choosing a financial adviser in Kingston, Australian Capital Territory, start with three checks: confirm their ASIC registration is current, review their listed qualifications (Diploma of Financial Planning is the entry-level standard; CFP® and similar designations indicate further study), and read their Financial Services Guide before any meeting. Most advisers in this region operate under an Australian Financial Services Licence (AFSL) granted to a licensee — that licensee is named on each listing. The licensee carries professional indemnity insurance and is the entity you would contact through external dispute resolution (AFCA) if a complaint arose. Initial consultations are usually free; ongoing fees apply once you sign a Statement of Advice covering the agreed strategy.
📍 Suite 2A/16 Queensland Ave, Broadbeach QLD 4218
ExperienceSince 1985 (41 years)Registration #000252892Postcode2604
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFNS50504FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 1996 (30 years)Registration #000234835Postcode2604
Bachelor of Arts in Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2003 (23 years)Registration #000428896Postcode2604
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2003 (23 years)Registration #000428896Postcode2604
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/1 York St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #000452735Postcode2604
Bachelor of Commerce (Finance & Management)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2005 (21 years)Registration #001006291Postcode2604
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2005 (21 years)Registration #001006291Postcode2604
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2007 (19 years)Registration #001002773Postcode2604
Bachelor of AccountancyDiploma in Financial Services (Financial Planning) and Advanced diploma 5FASEA ExamEthics and Professional in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2007 (19 years)Registration #001002773Postcode2604
Bachelor of AccountancyDiploma in Financial Services (Financial Planning) and Advanced diploma 5FASEA ExamEthics and Professional in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2013 (13 years)Registration #000464725Postcode2604
BA (Hons) EconomicsCertificate in Financial PlanningCeMap (Mortgage qualification)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2013 (13 years)Registration #000464725Postcode2604
BA (Hons) EconomicsCertificate in Financial PlanningCeMap (Mortgage qualification)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 2A/16 Queensland Ave, Broadbeach QLD 4218
ExperienceSince 2014 (12 years)Registration #000453789Postcode2604
FNS50504FNS50804Certificate of CompletionCertificate of Completion
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 201/175 Stephen St, Yarraville VIC 3013
ExperienceSince 2015 (11 years)Registration #001235280Postcode2604
Master of Arts (Social Sciences) with HonoursDiploma of Financial PlanningGraduate Certificate in Finance and Actuarial StudiesAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2015 (11 years)Registration #001236868Postcode2604
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2015 (11 years)Registration #001236868Postcode2604
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2017 (9 years)Registration #001259431Postcode2604
Bachelor of Arts (Honours) in Financial ServicesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2017 (9 years)Registration #001259431Postcode2604
Bachelor of Arts (Honours) in Financial ServicesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001258914Postcode2604
Bachelor of Business (Management)Bachelor of Commerce (Finance and Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 302/20 Bungan St, Mona Vale NSW 2103
ExperienceSince 2017 (9 years)Registration #001251663Postcode2604
Bachelor of CommerceDiploma of Financial PlanningGraduate Certificate in Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2025 (1 years)Registration #001312808Postcode2604
Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)Bachelor of Business (Accountancy)/Bachelor of Business (Financial Planning)Margin Lending SpecialistSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2025 (1 years)Registration #001312808Postcode2604
Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)Bachelor of Business (Accountancy)/Bachelor of Business (Financial Planning)Margin Lending SpecialistSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 201/175 Stephen St, Yarraville VIC 3013
ExperienceSince 2026 (0 years)Registration #001317352Postcode2604
Bachelor of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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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.