What to expect from the engagement
Engaging a financial adviser for Cronulla, 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.
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1985 (41 years)Registration #000265015Postcode2230
Bachelor of Business (Accouning)SDIA PS146 Accreditation ProgramFinancial Advising EssentialsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1996 (30 years)Registration #000309465Postcode2230
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseAccredited Listed Products Adviser ProgramMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1997 (29 years)Registration #000292877Postcode2230
Bachelor of Financial AdministrationChartered AccountantGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2000 (26 years)Registration #001001536Postcode2230
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super FundsMaster of Business (Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000224388Postcode2230
Bachelor of CommerceBachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2006 (20 years)Registration #000298260Postcode2230
Bachelor of Commerce (Applied Finance & Financial Planning)Ethics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000383060Postcode2230
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #001001794Postcode2230
Bachelor of Business (Economics & Finance)Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2012 (14 years)Registration #000441062Postcode2230
Advanced Diploma of Financial Planning (Qualification)Foundations of Financial PlanningSelf Managed Superannuation Funds928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #000418770Postcode2230
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds CourseTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003665Postcode2230
Bachelor Medical ScienceGraduate Diploma in Applied FinanceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Margaret St, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #000455752Postcode2230
Diploma of Financial Services (Financial Planning)Bachelor of CommerceDiploma of Financial PlanningCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2015 (11 years)Registration #001236699Postcode2230
Bachelor of Commerce (Finance and Marketing)Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Margaret St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #001235908Postcode2230
Bachelor of Commerce (Accounting & Finance)Bachelor of commerceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2022 (4 years)Registration #001292593Postcode2230
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 117 Mi Mi St, Oatley NSW 2223
ExperienceSince 2022 (4 years)Registration #001293545Postcode2230
Bachelor of Commerce (Financial Planning)Introduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2023 (3 years)Registration #001299057Postcode2230
Bachelor of Economics & FinanceFPCO01B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Cronulla, 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 Cronulla, 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.