What to expect from the engagement
Engaging a financial adviser for Burwood, 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.
📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1991 (35 years)Registration #000309020Postcode2134
Bachelor of Arts (Economics and Geography)Diploma of Financial Planning (8 Units)Ethics and Professionalism in Financial Advice Course (FPC002B)Certified Financial Planner (CFP) of FAAA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #001232748Postcode2134
Certificate IV in AccountingAdvanced Diploma of AccountingAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2003 (23 years)Registration #000233577Postcode2134
Diploma of Financial Services (Financial Planning)Self Managed SuperannuationAdvanced Diploma of Financial Services (Financial Planning)Certificate IV in General Insurance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 74 Burwood Rd, Burwood NSW 2134
ExperienceSince 2004 (22 years)Registration #001002765Postcode2134
Entry Level CompetenciesDiploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesRSA Products
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2005 (21 years)Registration #000291575Postcode2134
Bachelor of Commerce (Accounting)Master of Financial PlanningProfessional Diploma in StockbrokingCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 15, 19/401 Docklands Dr, Docklands VIC 3008
ExperienceSince 2007 (19 years)Registration #000314578Postcode2134
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2008 (18 years)Registration #000327488Postcode2134
Certified Financial Planner & LRSFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2010 (16 years)Registration #000384740Postcode2134
Diploma of AccountingDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2018 (8 years)Registration #001270118Postcode2134
Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2018 (8 years)Registration #001272761Postcode2134
Master of Professional AccountingCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2024 (2 years)Registration #001308018Postcode2134
Bachelor of CommerceFPE020 SMSF Regulations and TaxationGraduate Diploma of Financial PlanningMargin Lending Specialist
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 Burwood, 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 Burwood, 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.