5 verified financial advisers

Financial Advisers in Cherrybrook, NSW

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

Verifying registration and authorisations

Every financial adviser shown for Cherrybrook, 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 5 results

Stephen Blaker

ADVICEIQ PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Experience
Since 1990 (36 years)
Registration #
000239342
Postcode
2126
📞 (07) 3164 7938🌐 Website
CFPDiploma of Financial PlanningASX Listed Products Accreditation CourseAdvanced Diploma of Financial Services (SMSF specialist)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gail Denise Gadd★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2002 (24 years)
Registration #
000234836
Postcode
2126
📞 (02) 9252 2000🌐 Website
Diploma of Financial MarketsGraduate Certificate in Financial Planning with DistinctionAssociation of Independently Owned Financial Professionals (AIOFP)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher John Love★★★★★ 5 (1 reviews)

FINANCIAL FORCE PTY LTD
RegisteredTax Advice ✓
📍 7/190 Edward St, Brisbane City QLD 4000
Experience
Since 2003 (23 years)
Registration #
000246036
Postcode
2126
📞 (07) 3210 0244🌐 Website
Diploma of Financial PlanningBachelor of ArtsGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Ngee Tiong Tan

AVALONFS PTY LTD
Registered
📍 suite 12/5/7 Ross St, Parramatta NSW 2150
Experience
Since 2004 (22 years)
Registration #
000283144
Postcode
2126
📞 1800 681 438🌐 Website
Bachelor of CommerceChartered AccountantPhD Governance and BankingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Johnson Jayashekar

TEMPLESTONE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2004 (22 years)
Registration #
000222888
Postcode
2126
📞 (02) 8607 1417🌐 Website
PS 146Margin Lending and Geared InvestmentsCertificate IV in Finance and Mortgage BrokingAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Sydney Olympic Park, NSW 6 listings · 3km Thornleigh, NSW 4 listings · 3km Beecroft, NSW 8 listings · 4km Castle Hill, NSW 25 listings · 4km Dural, NSW 2 listings · 4km Hornsby, NSW 29 listings · 6km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Cherrybrook, 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 Cherrybrook, 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.