8 verified financial advisers

Financial Advisers in Griffith, NSW

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

How to choose a financial adviser

When choosing a financial adviser in Griffith, 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.

Showing 8 results

Mark Anthony Ralph★★★★★ 5 (1 reviews)

GWP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 5/31-43 Ulong St, Griffith NSW 2680
Experience
Since 1996 (30 years)
Registration #
001003915
Postcode
2680
📞 (02) 6964 2122🌐 Website
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Rizzo★★★★★ 5 (1 reviews)

GWP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 5/31-43 Ulong St, Griffith NSW 2680
Experience
Since 1999 (27 years)
Registration #
000301064
Postcode
2680
📞 (02) 6964 2122🌐 Website
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Malcolm Cameron Urquhart

URQUHART SEXTON FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 186 Yambil St, Griffith NSW 2680
Experience
Since 2000 (26 years)
Registration #
000267020
Postcode
2680
📞 (02) 6962 3635🌐 Website
Graduate Diploma in BusinessDiploma in Financial PlanningCertified Financial PlannerSecuritor SMSF Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Lewis★★★★★ 5 (1 reviews)

GWP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 5/31-43 Ulong St, Griffith NSW 2680
Experience
Since 2001 (25 years)
Registration #
000263971
Postcode
2680
📞 (02) 6964 2122🌐 Website
Certificate in Applied Self Managed Super Fund AdviceAdvanced Diploma of Financial Services (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jamie O'Connor★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2006 (20 years)
Registration #
000300287
Postcode
2680
📞 (02) 9328 0876🌐 Website
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Macrae Fletcher★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2008 (18 years)
Registration #
000325466
Postcode
2680
📞 (02) 9328 0876🌐 Website
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bryan Trembath★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2012 (14 years)
Registration #
000469972
Postcode
2680
📞 (02) 9328 0876🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Domenic Vince Musolino★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2018 (8 years)
Registration #
001261754
Postcode
2680
📞 (02) 9328 0876🌐 Website
Bachelor of LawDiploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nearby Financial Advisers

Temora, NSW 3 listings · 42km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Griffith, 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 Griffith, 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.