What to expect from the engagement
Engaging a financial adviser for Cremorne, 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.
📍 Suite 215/40 Yeo St, Neutral Bay NSW 2089
ExperienceSince 1994 (32 years)Registration #000269546Postcode2090
Bachelor of EconomicsCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 7/492 St Kilda Rd, Melbourne VIC 3004
ExperienceSince 1999 (27 years)Registration #000240647Postcode2090
BComm.BSci.Graduate Diploma in Applied Finance and InvestmentCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 7/492 St Kilda Rd, Melbourne VIC 3004
ExperienceSince 2000 (26 years)Registration #001002915Postcode2090
Advanced Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 3/94 Main St, Blacktown NSW 2148
ExperienceSince 2000 (26 years)Registration #001274635Postcode2090
SMSF Association Specialist Accreditation ProgramDiploma Financial PlanningCertified Financial Planner ProgramEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2002 (24 years)Registration #000262096Postcode2090
Graduate Diploma of Financial PlanningCFPEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 36/1 Macquarie Pl, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #001007282Postcode2090
Diploma of Financial PlanningCert IV Finance & Mortgage BrokingBachelor of Business
Life InsuranceLife Investment
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📍 Unit 2/283 Military Rd, Cremorne NSW 2090
ExperienceSince 2004 (22 years)Registration #000307269Postcode2090
Bachelor in Arts (Mathematics)Bachelor in Arts Engineering (BAI)Masters of Science in Business Administration (MBA)Chartered Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 233-237 Military Rd, Cremorne NSW 2090
ExperienceSince 2008 (18 years)Registration #000392549Postcode2090
Bachelor of Commerce (Land Economy)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 114 1/30 Campbell St, Blacktown NSW 2148
ExperienceSince 2009 (17 years)Registration #001006838Postcode2090
Diploma of BusinessBachelor of CommerceDiploma of Financial ServicesCert IV Finance and Mortgage Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2015 (11 years)Registration #001005900Postcode2090
Bachelor of BusinessDiploma of Financial Planning (DFP1-3)Estate Planning Course (DFP6)Securities and Managed Investments Program (DFP4)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2023 (3 years)Registration #001304145Postcode2090
Bachelor of Applied Finance (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)Accredited Listed Product Adviser ProgramSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 233-237 Military Rd, Cremorne NSW 2090
Registration #001314558Postcode2090
Bachelor of Commerce (Corporate Finance)Graduate Diploma of Financial planningFinancial Advice Association of Australia (FAAA)
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 Cremorne, 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 Cremorne, 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.