How to choose a financial adviser
When choosing a financial adviser in Forster, 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.
📍 7/24-30 Wharf St, Forster NSW 2428
ExperienceSince 1990 (36 years)Registration #000309339Postcode2428
Diploma of Financial PlanningAccredited Aged Care ProfessionalAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1998 (28 years)Registration #000264774Postcode2428
Bachelor of CommerceBachelor of LawsChartered AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 7/24-30 Wharf St, Forster NSW 2428
ExperienceSince 2003 (23 years)Registration #000241243Postcode2428
Bachelor of Commerce with major studies in AccountingCADiploma of Financial Services (Financial Planning)Accountants Self Managed Superannuation Funds Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000464224Postcode2428
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Master of Professional AccountingPACC 6006 Taxation Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2009 (17 years)Registration #001003431Postcode2428
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal context for Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 7/24-30 Wharf St, Forster NSW 2428
ExperienceSince 2012 (14 years)Registration #000428644Postcode2428
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 7/24-30 Wharf St, Forster NSW 2428
ExperienceSince 2018 (8 years)Registration #001271973Postcode2428
Bachelor of Business (major financial planning)CFP ProgramEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 7/24-30 Wharf St, Forster NSW 2428
ExperienceSince 2022 (4 years)Registration #001291707Postcode2428
Bachelor of Business (Management)Bachelor of Commerce (Economics and Finance)Bachelor of Commerce (Honours)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 7/24-30 Wharf St, Forster NSW 2428
ExperienceSince 2023 (3 years)Registration #001297670Postcode2428
Diploma of Financial PlanningGraduate 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 Forster, 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 Forster, 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.