What to expect from the engagement
Engaging a financial adviser for Belrose, 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.
📍 Suite 4/9 Narabang Way, Belrose NSW 2085
ExperienceSince 1996 (30 years)Registration #001006506Postcode2085
Diploma of Financial Services (Financial Planning)Kaplan Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 King Street Wharf, 322/5 Lime Street, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #000283176Postcode2085
Bachelor of CommerceCPA ProgramCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 11/14 Narabang Way, Belrose NSW 2085
ExperienceSince 2006 (20 years)Registration #000305215Postcode2085
Economics DegreeDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #000315027Postcode2085
Bachelor of Commerce & Chemical Engineering (Honours)Diploma of Financial Services (FNB50099)Self Managed Superannuation Fund Adviser Education ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #000315381Postcode2085
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of CommerceFPC002B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2009 (17 years)Registration #000291061Postcode2085
Bachelor of Commerce (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →
ExperienceSince 2012 (14 years)Registration #000430640Postcode2085
Diploma in Financial AdvisingDiploma in Financial PlanningCertificate in Self-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →
📍 Level 8/207 Kent St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #001003655Postcode2085
Bachelor of Commerce (Accounting & Financial Planning)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 11/14 Narabang Way, Belrose NSW 2085
ExperienceSince 2025 (1 years)Registration #001314766Postcode2085
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Belrose, 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 Belrose, 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.