7 verified financial advisers

Financial Advisers in Gordon, NSW

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

Verifying registration and authorisations

Every financial adviser shown for Gordon, 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 7 results

Manjit Singh

INVESTORPLAN PTY LTD
RegisteredTax Advice ✓
📍 Suite 1A, Level 2, 802-808 Pacific Hwy, Gordon NSW 2072
Experience
Since 2000 (26 years)
Registration #
000250568
Postcode
2072
📞 (02) 9488 0400🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Graham Slatyer★★★★★ 5 (1 reviews)

RDC ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Suite 1.01, Level 1/828 Pacific Hwy, Gordon NSW 2072
Experience
Since 2002 (24 years)
Registration #
000246153
Postcode
2072
📞 (02) 9988 4033🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)FChFPASX Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brent Andrew Lynch★★★★★ 5 (1 reviews)

RDC ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Suite 1.01, Level 1/828 Pacific Hwy, Gordon NSW 2072
Experience
Since 2005 (21 years)
Registration #
001000737
Postcode
2072
📞 (02) 9988 4033🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma in Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stuart Glover

INVESTORPLAN PTY LTD
RegisteredTax Advice ✓
📍 Suite 1A, Level 2, 802-808 Pacific Hwy, Gordon NSW 2072
Experience
Since 2005 (21 years)
Registration #
000296894
Postcode
2072
📞 (02) 9488 0400🌐 Website
Bachelor DegreeMasters DegreeDiplomaAdvanced Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Havas★★★★★ 5 (1 reviews)

RDC ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Suite 1.01, Level 1/828 Pacific Hwy, Gordon NSW 2072
Experience
Since 2006 (20 years)
Registration #
000297660
Postcode
2072
📞 (02) 9988 4033🌐 Website
Bachelor of Business (Financial Planning, Accounting)ASX Listed Product AdviserSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jeffery Chan

AVALONFS PTY LTD
RegisteredTax Advice ✓
📍 suite 12/5/7 Ross St, Parramatta NSW 2150
Experience
Since 2012 (14 years)
Registration #
000413673
Postcode
2072
📞 1800 681 438🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ying Dai★★★★★ 5 (1 reviews)

RDC ADVISORS PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 1.01, Level 1/828 Pacific Hwy, Gordon NSW 2072
Registration #
001317312
Postcode
2072
📞 (02) 9988 4033🌐 Website
Master's Degree in International BusinessSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Pymble, NSW 10 listings · 1km Lindfield, NSW 8 listings · 3km Turramurra, NSW 6 listings · 3km Macquarie Park, NSW 13 listings · 4km North Ryde, NSW 7 listings · 5km North Epping, NSW 3 listings · 5km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Gordon, 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 Gordon, 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.