What to expect from the engagement
Engaging a financial adviser for Kogarah, 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.
📍 4 Belgrave St, Kogarah NSW 2217
ExperienceSince 1994 (32 years)Registration #000441343Postcode2217
Masters of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 2003 (23 years)Registration #000257645Postcode2217
Advanced Diploma Financial Services (Financial Planning) FNB60402Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 5E/4 Belgrave St, Kogarah NSW 2217
ExperienceSince 2004 (22 years)Registration #000338059Postcode2217
Diploma of Financial PlanningBach Business (Financial Planning)Bachelor of Business (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2005 (21 years)Registration #000472969Postcode2217
Bachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 5E/4 Belgrave St, Kogarah NSW 2217
ExperienceSince 2007 (19 years)Registration #000317030Postcode2217
Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2008 (18 years)Registration #000321407Postcode2217
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds ProgramASX Accredited Listed Products Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 701/24 Montgomery St, Kogarah NSW 2217
ExperienceSince 2011 (15 years)Registration #001001459Postcode2217
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 701/24 Montgomery St, Kogarah NSW 2217
ExperienceSince 2012 (14 years)Registration #000425977Postcode2217
Bachelor of BusinessDiploma of Financial Services FNS50804Self Managed Superannuation Fund Adviser (Personal Advice)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 701/24 Montgomery St, Kogarah NSW 2217
ExperienceSince 2018 (8 years)Registration #001268158Postcode2217
Bachelor of Commerce (Management)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Kogarah, 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 Kogarah, 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.