How to choose a financial adviser
When choosing a financial adviser in Barangaroo, New South Wales, 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.
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1994 (32 years)Registration #000264647Postcode2000
master of artsMBAPS 146Certificate IV
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1994 (32 years)Registration #000403083Postcode2000
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 24/300 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1998 (28 years)Registration #001278852Postcode2000
Diploma of Financial PlanningMasters of CommerceMBASelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2000 (26 years)Registration #000259982Postcode2000
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1/161 King St, Newcastle NSW 2300
ExperienceSince 2003 (23 years)Registration #001006105Postcode2000
Bachelor of Business (Accounting and Finance)Policy Statement 146 Knowledge Assessment (subject)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2007 (19 years)Registration #001004645Postcode2000
Bachelor of Commerce (Management and Marketing)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2008 (18 years)Registration #001004787Postcode2000
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Three International Towers, Level 17/300 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2009 (17 years)Registration #000335339Postcode2000
RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Three International Towers, Level 17/300 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2009 (17 years)Registration #000335339Postcode2000
RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 International, Tower 3, Level 17/300 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2011 (15 years)Registration #000413855Postcode2000
Bachelor of EconomicsApplied Investment and FinanceDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003251Postcode2000
Bachelor of Commerce (Finance and Economics)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000418111Postcode2000
Diploma Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAdvanced Diploma Financial Planning FNS60415Behavioural Finance Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 727 Collins St, Docklands VIC 3008
ExperienceSince 2013 (13 years)Registration #000403525Postcode2000
Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1/161 King St, Newcastle NSW 2300
ExperienceSince 2014 (12 years)Registration #001003247Postcode2000
Bachelor of Business and Commerce (Applied Finance)Diploma Of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001240015Postcode2000
Master of Professional AccountingDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 International Tower One, 100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2018 (8 years)Registration #001269920Postcode2000
Bachelor of CommerceChartered Financial Analyst ProgramEthics and Professionalism in financial adviceSuperannuation and Retirement Advice
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2022 (4 years)Registration #001295233Postcode2000
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2025 (1 years)Registration #001316037Postcode2000
Graduate Diploma of Financial Planning
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 Barangaroo, 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 Barangaroo, 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.