23 verified financial advisers

Financial Advisers in Hamilton, NSW

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

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.

Showing 23 results

Steven Shane Pritchard

PRITCHARD & PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 10 Murray St, Hamilton NSW 2303
Experience
Since 1988 (38 years)
Registration #
001005751
Postcode
2303
📞 (02) 4920 2877🌐 Website
Bachelor of CommerceRegistered Tax AgentCertified Practising AccountantGraduate Diploma in Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Margaret Jane Pritchard

PRITCHARD & PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 10 Murray St, Hamilton NSW 2303
Experience
Since 1995 (31 years)
Registration #
001005754
Postcode
2303
📞 (02) 4920 2877🌐 Website
Bachelor of Financial AdministrationRegistered Tax AgentCertificate of Public PracticeCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Timothy Price★★★★★ 4.9 (66 reviews)

LAMBOURNE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 1/56 Hudson St, Hamilton NSW 2303
Experience
Since 2001 (25 years)
Registration #
000230817
Postcode
2303
📞 (02) 4969 6600🌐 Website
Bachelor CommerceCA Chartered AccountantDiploma of Financial Planning FNS50615Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Brett Andrew Hall

PRITCHARD & PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 10 Murray St, Hamilton NSW 2303
Experience
Since 2001 (25 years)
Registration #
001005753
Postcode
2303
📞 (02) 4920 2877🌐 Website
Bachelor of CommerceCertified Practising AccountantRegistered Tax AgentCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Chris Catalovski★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2005 (21 years)
Registration #
000289495
Postcode
2303
📞 1800 455 118🌐 Website
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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Rebecca Jane Mossman★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2005 (21 years)
Registration #
000292303
Postcode
2303
📞 (02) 9328 0876🌐 Website
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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Adam Pearsall

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001001805
Postcode
2303
📞 (02) 9904 2792🌐 Website
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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Jason Ingold

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000253552
Postcode
2303
📞 (02) 9904 2792🌐 Website
Bachelor of CommerceDiploma of Financial Planning (DFP1-8)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melanie Holmes

PRITCHARD & PARTNERS PTY LIMITED
Registered
📍 10 Murray St, Hamilton NSW 2303
Experience
Since 2007 (19 years)
Registration #
001005757
Postcode
2303
📞 (02) 4920 2877🌐 Website
Bachelor of CommercePersonal Financial Planning & SuperannuationCertified Practicising Accountant (CPA Program)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kurt Purkiss★★★★★ 4.9 (66 reviews)

LAMBOURNE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 1/56 Hudson St, Hamilton NSW 2303
Experience
Since 2008 (18 years)
Registration #
000327217
Postcode
2303
📞 (02) 4969 6600🌐 Website
Diploma of Financial Services (Financial Planning) FNS50804DPML RG146 Margin LendingAdvanced Diploma of Financial PlanningMaster of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Thomas Benjamin Hesse★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2010 (16 years)
Registration #
000343322
Postcode
2303
📞 (02) 9328 0876🌐 Website
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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Cameron Wallace Smith★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2014 (12 years)
Registration #
000464309
Postcode
2303
📞 1800 455 118🌐 Website
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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Howard Lloyd Peter Rodman★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2015 (11 years)
Registration #
001235240
Postcode
2303
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningTax for Financial AdvisingAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ally Isabella King★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2016 (10 years)
Registration #
001242644
Postcode
2303
📞 (02) 9328 0876🌐 Website
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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Daniel Martin Murch

AVANTI FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 2/94 Lambton Rd, Broadmeadow NSW 2292
Experience
Since 2016 (10 years)
Registration #
001243801
Postcode
2303
📞 (02) 4910 0505🌐 Website
Bachelor of ScienceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dene Jason Kilpatrick★★★★ 4.5 (154 reviews)

VW LICENCE PTY LTD
RegisteredTax Advice ✓
📍 57 Tudor St, Hamilton NSW 2303
Experience
Since 2016 (10 years)
Registration #
001240949
Postcode
2303
📞 (02) 4917 0130🌐 Website
Bachelor of BusinessCertified Practising Accountant ProgramSelf Managed Superannuation FundEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emma Louise Craft★★★★★ 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 #
001269871
Postcode
2303
📞 (02) 9328 0876🌐 Website
Bachelor of MathematicsMaster of Professional AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lauren Maree Smith★★★★★ 4.9 (66 reviews)

LAMBOURNE FINANCIAL SERVICES PTY LTD
Registered
📍 1/56 Hudson St, Hamilton NSW 2303
Experience
Since 2018 (8 years)
Registration #
001007863
Postcode
2303
📞 (02) 4969 6600🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of BusinessEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Luke Gerard Mather

PRITCHARD & PARTNERS PTY LIMITED
Registered
📍 10 Murray St, Hamilton NSW 2303
Experience
Since 2018 (8 years)
Registration #
001272061
Postcode
2303
📞 (02) 4920 2877🌐 Website
Bachelor of CommerceCPA ProgramRG146Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Shayley Louise Suwald★★★★★ 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 #
001268593
Postcode
2303
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jack Bartholomew Sharpe★★★★★ 4.9 (66 reviews)

LAMBOURNE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 1/56 Hudson St, Hamilton NSW 2303
Experience
Since 2023 (3 years)
Registration #
001298760
Postcode
2303
📞 (02) 4969 6600🌐 Website
Bachelor of MathematicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Sheree Teneile King★★★★★ 4.9 (66 reviews)

LAMBOURNE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 1/56 Hudson St, Hamilton NSW 2303
Experience
Since 2024 (2 years)
Registration #
001307667
Postcode
2303
📞 (02) 4969 6600🌐 Website
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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Alesha Maree Vavra★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2025 (1 years)
Registration #
001311830
Postcode
2303
📞 (02) 9328 0876🌐 Website
Bachelor of Business (Finance/Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Broadmeadow, NSW 11 listings · 1km Wickham, NSW 13 listings · 1km Hamilton South, NSW 2 listings · 1km Newcastle West, NSW 47 listings · 2km The Junction, NSW 26 listings · 2km Cooks Hill, NSW 2 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Hamilton, 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 Hamilton, 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.