How to choose a financial adviser
When choosing a financial adviser in Camden, 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.
📍 47 Wishart Cres, Baringa QLD 4551
ExperienceSince 1991 (35 years)Registration #000264150Postcode2570
Bachelor of SciencePersonal InsuranceFinancial Planning Principles and PracticeFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2001 (25 years)Registration #000425993Postcode2570
Diploma of Financial PlanningDiploma of Financial ServicesSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2004 (22 years)Registration #000252846Postcode2570
Bachelor of CommerceDiploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2A/59 Oxford St, Bulimba QLD 4171
ExperienceSince 2007 (19 years)Registration #000313334Postcode2570
Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 8/4A Meridian Pl, Bella Vista NSW 2153
ExperienceSince 2007 (19 years)Registration #000317717Postcode2570
Diploma Financial Services (Financial Planning )Diploma Finance and Mortgage BrokingMFAA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #000465612Postcode2570
Bachelor of Social Science (Economics)Diploma in Education (Secondary Education)Master of Educational LeadershipDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2A/59 Oxford St, Bulimba QLD 4171
ExperienceSince 2013 (13 years)Registration #000443087Postcode2570
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerProvide Advice in Margin Lending FNS50804
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 8/4A Meridian Pl, Bella Vista NSW 2153
ExperienceSince 2015 (11 years)Registration #001233373Postcode2570
Bachelor of Business (Finance)8 unit Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2016 (10 years)Registration #001239130Postcode2570
Bachelor of Business (Applied Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Aged Care Professional Program
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 Camden, 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 Camden, 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.