9 verified financial advisers

Financial Advisers in Byron Bay, NSW

Compare registered financial advisers in Byron Bay, New South Wales. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for Byron Bay, New South Wales is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 9 results

Daniel Burden

GALLAGHER BENEFIT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Experience
Since 2000 (26 years)
Registration #
000272636
Postcode
2481
📞 1300 850 757🌐 Website
Bachelor of Business (Finance and Marketing)Diploma of Financial PlanningLRS Life Risk SpecialistFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Robert Wilson

GALLAGHER BENEFIT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Experience
Since 2014 (12 years)
Registration #
000449860
Postcode
2481
📞 1300 850 757🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Adviser ExamFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Samuel Ryan Camman

GALLAGHER BENEFIT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Experience
Since 2017 (9 years)
Registration #
001259211
Postcode
2481
📞 1300 850 757🌐 Website
Bachelor of Business (Financial Planning)Financial Adviser ExamFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Zaide Thompson

AD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Experience
Since 2017 (9 years)
Registration #
001259759
Postcode
2481
📞 1300 853 764🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Elle Ruby Helen Wallis

GALLAGHER BENEFIT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001267870
Postcode
2481
📞 1300 850 757🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Julie Anna Jenkins-Chapman

AD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Experience
Since 2022 (4 years)
Registration #
001296782
Postcode
2481
📞 1300 853 764🌐 Website
Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Seth Anthony Brooks

AD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001312828
Postcode
2481
📞 1300 853 764🌐 Website
Bchelor of BusinessTaxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edward Lawrence Haydon

GALLAGHER BENEFIT SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Registration #
001319522
Postcode
2481
📞 1300 850 757🌐 Website
XBFP Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Trent Thompson

AD ADVISORY SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Registration #
001319328
Postcode
2481
📞 1300 853 764🌐 Website
Graduate Diploma of Finanical Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

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Nearby Financial Advisers

Tintenbar, NSW 2 listings · 9km Murwillumbah, NSW 2 listings · 9km Lennox Head, NSW 3 listings · 16km Cabarita Beach, NSW 2 listings · 21km Pottsville, NSW 3 listings · 24km Ballina, NSW 25 listings · 25km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Byron Bay, 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 Byron Bay, 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.