What to expect from the engagement
Engaging a financial adviser for Armidale, New South Wales 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 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 1986 (40 years)Registration #001233869Postcode2350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1994 (32 years)Registration #000284196Postcode2350
Diploma of Financial MarketsEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 1995 (31 years)Registration #000291013Postcode2350
Bachelor of EconomicsDiploma of Financial ServicesSMSF Specialist AdviserPublic Practice Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 1996 (30 years)Registration #001000952Postcode2350
Associate Diploma of Business (Accounting)Diploma of Financial PlanningCertified Financial Planner (CFP®)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 1996 (30 years)Registration #000364089Postcode2350
Bachelor of Financial AdministrationCertificate III in Mortgage LendingBachelor of Business (Agricultural Management)Graduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 1999 (27 years)Registration #001001854Postcode2350
Diploma of Financial PlanningMargin Lending and Geared InvestmentsLimited Recourse Borrowing Arrangements Training CourseSMSF Core Course
Superannuation
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2004 (22 years)Registration #000259300Postcode2350
Accredited Derivatives Adviser Level 2Diploma of Financial PlanningASX/ACH Responsible Executive ExamMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2004 (22 years)Registration #000259623Postcode2350
Accredited Derivatives Adviser Leve 1Diploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2TASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2008 (18 years)Registration #000321200Postcode2350
Bachelor of Agricultural EconomicsDiploma in Financial Services Life InsuranceDiploma of Financial PlanningAustralian and New Zealand Institute of Insurance and Finance (ANZIIF)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2012 (14 years)Registration #000431152Postcode2350
Economics IResource Economics IGraduate Diploma in Finance ManagementGraduate Diploma (ICAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #001002498Postcode2350
Bachelor of Business (Financial Planning)TASA and the TPB Code of Professional Conduct5 Unit CFP CertificationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2014 (12 years)Registration #001002831Postcode2350
Master of Business (Applied Finance)Superannuation and Life Insurance SkillsClient Engagement SkillsEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #001311214Postcode2350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingAccredited Listed Product Adviser Program
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 Armidale, New South Wales 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 Armidale, New South Wales 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.