How to choose a financial adviser
When choosing a financial adviser in Hamilton, 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.
📍 10 Murray St, Hamilton NSW 2303
ExperienceSince 1988 (38 years)Registration #001005751Postcode2303
Bachelor of CommerceRegistered Tax AgentCertified Practising AccountantGraduate Diploma in Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 10 Murray St, Hamilton NSW 2303
ExperienceSince 1995 (31 years)Registration #001005754Postcode2303
Bachelor of Financial AdministrationRegistered Tax AgentCertificate of Public PracticeCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 1/56 Hudson St, Hamilton NSW 2303
ExperienceSince 2001 (25 years)Registration #000230817Postcode2303
Bachelor CommerceCA Chartered AccountantDiploma of Financial Planning FNS50615Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 10 Murray St, Hamilton NSW 2303
ExperienceSince 2001 (25 years)Registration #001005753Postcode2303
Bachelor of CommerceCertified Practising AccountantRegistered Tax AgentCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2005 (21 years)Registration #000289495Postcode2303
Bachelor of EconomicsGraduate Diploma in AccountingDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2005 (21 years)Registration #000292303Postcode2303
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #001001805Postcode2303
Bachelor of Commerce (Accounting)Graduate Certificate in Financial PlanningGrad Diploma of Applied Finance & GDAF Major in Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #000253552Postcode2303
Bachelor of CommerceDiploma of Financial Planning (DFP1-8)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10 Murray St, Hamilton NSW 2303
ExperienceSince 2007 (19 years)Registration #001005757Postcode2303
Bachelor of CommercePersonal Financial Planning & SuperannuationCertified Practicising Accountant (CPA Program)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 1/56 Hudson St, Hamilton NSW 2303
ExperienceSince 2008 (18 years)Registration #000327217Postcode2303
Diploma of Financial Services (Financial Planning) FNS50804DPML RG146 Margin LendingAdvanced Diploma of Financial PlanningMaster of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2010 (16 years)Registration #000343322Postcode2303
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2014 (12 years)Registration #000464309Postcode2303
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningBachelor of Business (Finance)Accredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2015 (11 years)Registration #001235240Postcode2303
Diploma of Financial PlanningTax for Financial AdvisingAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2016 (10 years)Registration #001242644Postcode2303
Tax for Financial AdvisingAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/94 Lambton Rd, Broadmeadow NSW 2292
ExperienceSince 2016 (10 years)Registration #001243801Postcode2303
Bachelor of ScienceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 57 Tudor St, Hamilton NSW 2303
ExperienceSince 2016 (10 years)Registration #001240949Postcode2303
Bachelor of BusinessCertified Practising Accountant ProgramSelf Managed Superannuation FundEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2018 (8 years)Registration #001269871Postcode2303
Bachelor of MathematicsMaster of Professional AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/56 Hudson St, Hamilton NSW 2303
ExperienceSince 2018 (8 years)Registration #001007863Postcode2303
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of BusinessEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 10 Murray St, Hamilton NSW 2303
ExperienceSince 2018 (8 years)Registration #001272061Postcode2303
Bachelor of CommerceCPA ProgramRG146Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2018 (8 years)Registration #001268593Postcode2303
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/56 Hudson St, Hamilton NSW 2303
ExperienceSince 2023 (3 years)Registration #001298760Postcode2303
Bachelor of MathematicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 1/56 Hudson St, Hamilton NSW 2303
ExperienceSince 2024 (2 years)Registration #001307667Postcode2303
Bachelor of BusinessEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2025 (1 years)Registration #001311830Postcode2303
Bachelor of Business (Finance/Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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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.