Verifying registration and authorisations
Every financial adviser shown for Double 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.
📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2010 (16 years)Registration #001001677Postcode2028
Bachelor of CommerceAccredited Aged Care ProfessionalCertified Financial PlannerCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2010 (16 years)Registration #001001700Postcode2028
Certificate in Theory of AccountancyBachelor of CommerceAustralian Certified Investment PlannerCertified Investment and Financial Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2010 (16 years)Registration #001001691Postcode2028
Bachelor of Business (Economics and Finance)AC808A Taxation Planning and ImplicationsMasters of Commerce (Financial Planning)Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 302/451 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2010 (16 years)Registration #000336008Postcode2028
TaxationAdvanced Investment PlanningPrinciples in Self Managed Super FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2013 (13 years)Registration #000435423Postcode2028
Bachelor of Commerce (Marketing)Master of Business AdministrationAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001247593Postcode2028
Diploma of Financial PlanningSMSF SpecialistGraduate Diploma of Financial PlanningFinancial Ombudsman Service Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2016 (10 years)Registration #001250319Postcode2028
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2018 (8 years)Registration #001271725Postcode2028
BUSL250 Basic Business LawBachelor of EconomicsE151 Taxation and Strategies for Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Lingate House, 409/411 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2020 (6 years)Registration #000435628Postcode2028
Master of Applied Finance (Financial Planning Major)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 30-36 Bay St, Double Bay NSW 2028
ExperienceSince 2026 (0 years)Registration #001313611Postcode2028
Master of Financial PlanningCertified Financial PlannerFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 302/451 New South Head Rd, Double Bay NSW 2028
Registration #001315223Postcode2028
Master of Financial PlanningSMSF Regulation and Taxation courseSMSF Association
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 Double 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 Double 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.