What to expect from the engagement
Engaging a financial adviser for Gosford, 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.
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 1990 (36 years)Registration #000242754Postcode2250
Accounting Certificate CourseDiploma of Financial PlanningInstitute of Public Accountants (IPA)National Tax Agents Association Ltd
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 1995 (31 years)Registration #001005634Postcode2250
Bachelor of Arts Diploma in EducationCertified Financial PlannerDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #000285383Postcode2250
Bachelor of Arts (Communication Studies)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000232036Postcode2250
Bachelor of CommerceChartered AccountantMargin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #000239870Postcode2250
BL101 Commercial Law 1BL202 Taxation 1Bachelor of Business (Economics & Finance)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #001002912Postcode2250
Bachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #001004885Postcode2250
Advanced Diploma of Financial PlanningFPC001B Economic and Legal context for Financial PlanningGraduate Diploma of Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2005 (21 years)Registration #000292304Postcode2250
Diploma of Financial Services (Financial Planning)Tier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000324258Postcode2250
Advanced Diploma of Financial Services (Financial Planning)Margin LendingRG146 Licensing Compliance: Self-Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #001004442Postcode2250
LEGL1001 Foundations of LawBachelor of BusinessBachelor of EconomicsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2009 (17 years)Registration #001236849Postcode2250
LEGL1001 Foundations of LawDiploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #001234988Postcode2250
Bachelor of Commerce (Financial Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 22/388 George St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001238989Postcode2250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMaster of Business in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2018 (8 years)Registration #001270872Postcode2250
Bachelor of Business (Accounting)Chartered Accountanats ProgramDiploma of Financial PlanningTier 1 Margin Lending
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 Gosford, 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 Gosford, 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.