How to choose a financial adviser
When choosing a financial adviser in Broadmeadow, 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.
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2002 (24 years)Registration #000239513Postcode2292
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 l27/360 Elizabeth St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000224527Postcode2292
Bachelor of EconomicsBachelor of CommerceDiploma of Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #000288826Postcode2292
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)SMSF Strategies Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 l27/360 Elizabeth St, Melbourne VIC 3000
ExperienceSince 2005 (21 years)Registration #000293773Postcode2292
Diploma of Financial Services (Financial Planning)Tier 2 Compliance SolutionGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2007 (19 years)Registration #001004222Postcode2292
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner (CFP)ASX Accredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000323781Postcode2292
Graduate Diploma of Applied Finance and InvestmentsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 l27/360 Elizabeth St, Melbourne VIC 3000
ExperienceSince 2008 (18 years)Registration #000329022Postcode2292
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000316841Postcode2292
FNS60404Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertified Financial Planner (CFP) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2011 (15 years)Registration #000398225Postcode2292
Bachelor of CommerceMargin Lending and Geared Investments ProgramSelf Managed Superannuation Funds ProgramCertified Financial Planner Education Program (5 units)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 l27/360 Elizabeth St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001260500Postcode2292
Advanced Diploma of Financial PlanningEthics and ProfessionalismGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001268837Postcode2292
Bachelor Commerce (Finance & Financial Planning)Accredited Aged Care Professional ProgramCertified Financial Planner (CFP) Education ProgramEthics and Professionalism in Financial Advice Course (FPC002B)
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 Broadmeadow, 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 Broadmeadow, 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.