What to expect from the engagement
Engaging a financial adviser for Hurstville, 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.
📍 Suite 54/2-8 Bridge St, Hurstville NSW 2220
ExperienceSince 1989 (37 years)Registration #000250525Postcode2220
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 4, Level 4/6 Crofts Ave, Hurstville NSW 2220
ExperienceSince 1995 (31 years)Registration #001000497Postcode2220
BA Business and EconomicsDiploma of Financial PlanningDiploma Applied FinanceADA1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 1999 (27 years)Registration #000249513Postcode2220
Diploma of Financial MarketsDiploma of Financial PlanningSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 4, Level 4/6 Crofts Ave, Hurstville NSW 2220
ExperienceSince 2002 (24 years)Registration #001000495Postcode2220
Bachelor Applied ScDiploma Financial PlanningGraduate Diploma Applied FinanceASX Accredited Derivatives Adviser
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #000286582Postcode2220
Bachelor of Commerce (Accountancy)8 Unit Diploma of Financial Planning5 Unit CFP Certification ProgramSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2003 (23 years)Registration #000296128Postcode2220
Bachelor of Commerce in Accountancy and ManagementGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2004 (22 years)Registration #000249640Postcode2220
Diploma of Financial PlanningCertified Financial PlannerPrinciples in Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 99 Musgrave Rd, Red Hill QLD 4059
ExperienceSince 2005 (21 years)Registration #001001017Postcode2220
Bachelor of Commerce and ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2011 (15 years)Registration #001004088Postcode2220
Bachelor of Business (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 level 9/88 Pitt St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #000417511Postcode2220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTASACL Commerial LawAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #001004964Postcode2220
Bachelor of Commerce (Finance and Marketing)928 Margin LendingSelf-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 level 9/88 Pitt St, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #001232710Postcode2220
Bachelor of Business (Accounting)Masters in Applied FinanceDiploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 255/7/11 The Avenue, Hurstville NSW 2220
ExperienceSince 2016 (10 years)Registration #001265897Postcode2220
Bachelor of CommerceDiploma of Financial PlanningDiploma of Financial PlanningEthics and Professionalism in Financial Advice
Self-Managed Super (SMSF)
Is this you? Claim this listing →
📍 Suite 255/7/11 The Avenue, Hurstville NSW 2220
ExperienceSince 2018 (8 years)Registration #001267172Postcode2220
Bachelor of CommerceBachelor of CommerceDiploma Of Financial PlanningDiploma Of Financial Planning
Self-Managed Super (SMSF)
Is this you? Claim this listing →
📍 Suite 255/7/11 The Avenue, Hurstville NSW 2220
ExperienceSince 2018 (8 years)Registration #001271966Postcode2220
Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial PlanningEthics and Professionalism in Financial Advice
Self-Managed Super (SMSF)
Is this you? Claim this listing →
📍 Suite 255/7/11 The Avenue, Hurstville NSW 2220
ExperienceSince 2018 (8 years)Registration #001271967Postcode2220
Bachelor of AccountingTax agentDiploma of Financial PlanningDiploma of Financial Planning
Self-Managed Super (SMSF)
Is this you? Claim this listing →
📍 level 9/88 Pitt St, Sydney NSW 2000
ExperienceSince 2024 (2 years)Registration #001310205Postcode2220
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Hurstville, 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 Hurstville, 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.