What to expect from the engagement
Engaging a financial adviser for Phillip, 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.
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 1994 (32 years)Registration #000255352Postcode2606
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
ExperienceSince 1995 (31 years)Registration #001005042Postcode2606
Diploma of Financial PlanningCertified Financial PlannerProfession of Independent Financial Advisers (PIFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1996 (30 years)Registration #000290149Postcode2606
Bachelor of EconomicsDiploma of Financial PlanningTier 2 Compliance SolutionEthics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 24/300 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1999 (27 years)Registration #000309330Postcode2606
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000237615Postcode2606
Bachelor of Arts in AccountingSMSFCert IV in Finance & Mortgage BrokingMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2004 (22 years)Registration #000288708Postcode2606
Diploma of Financial MarketsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000300188Postcode2606
Diploma of Financial ServicesDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2006 (20 years)Registration #000331374Postcode2606
Diploma of Financial PlanningBachelor of CommerceSMSF Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #001003397Postcode2606
Diploma of Financial PlanningGraduate Diploma of Financial PlanningProfession of Independent Financial Advisers (PIFA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2016 (10 years)Registration #001246794Postcode2606
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001242622Postcode2606
Diploma of Financial PlanningSecurities and Managed Investments ProgramTASA and the TPB Code of Professional ConductTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001271062Postcode2606
Bachelor of Commerce in AccountingMaster of Taxation and Financial PlanningDiploma of Financial PlanningAged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2025 (1 years)Registration #001314154Postcode2606
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 Phillip, 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 Phillip, 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.