Verifying registration and authorisations
Every financial adviser shown for Kiama, New South Wales is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
ExperienceSince 1984 (42 years)Registration #000323828Postcode2533
Graduate Diploma of ManagementDiploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Advanced Taxation Studies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1996 (30 years)Registration #000326328Postcode2533
FNS50804 Diploma of Financial Services (Financial Planning)Family SMSF Advisor RG 146 Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1998 (28 years)Registration #000293819Postcode2533
Diploma of Superannuation ManagementDiploma of Financial Planning (8 units)Margin LendingListed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 8/4A Meridian Pl, Bella Vista NSW 2153
ExperienceSince 2000 (26 years)Registration #000280219Postcode2533
Diploma of Financial Advising (10 Units)Certified Finanical Planner (CFP) Education Program (5 units)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP) of FPA Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 99 Musgrave Rd, Red Hill QLD 4059
ExperienceSince 2001 (25 years)Registration #000432943Postcode2533
Bachelor of BusinessDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000298301Postcode2533
Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningSelf-Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #000438169Postcode2533
Bachelor of Business (Financial Planning)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #001237144Postcode2533
Bachelor of Commerce (International Business)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 99 Musgrave Rd, Red Hill QLD 4059
ExperienceSince 2015 (11 years)Registration #001237045Postcode2533
Bachelor of Commerce (Economics)Master of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001263832Postcode2533
Certificate in Rural Estate Planning (Business Succession)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseGraduate Certificate in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
Registration #001316180Postcode2533
Ethics and Professionalism in Financial Advice Course (FPC002B)Graduate Diploma of Financial Planning
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Kiama, 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 Kiama, 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.