Verifying registration and authorisations
Every financial adviser shown for Lismore, 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.
📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 1984 (42 years)Registration #000237114Postcode2480
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1991 (35 years)Registration #000293201Postcode2480
Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #000229533Postcode2480
Diploma of Financial PlanningCertified Financial Planner ProgramCertificate in Applied Self-Managed Super Fund AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #000263988Postcode2480
Diploma of Financial PlanningCertificate in Self Managed Superannuation FundsDPML Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2001 (25 years)Registration #000447283Postcode2480
Diploma of Financial PlanningGraduate Certificate in Applied FinanceMaster of Applied FinanceAccredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2002 (24 years)Registration #000248145Postcode2480
Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice.Financial Services Institute of Australia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2004 (22 years)Registration #000253819Postcode2480
Bachelor of BusinessGraduate Diploma in Financial PlanningTax for Financial AdvisingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 11/4 Martin St, Ballina NSW 2478
ExperienceSince 2005 (21 years)Registration #000304082Postcode2480
Bachelor of Business in TourismAdvanced Diploma of Financial ServicesSpecialist SMSF CourseGraduate Diploma of Financial PLanning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Shop 11/4 Martin St, Ballina NSW 2478
ExperienceSince 2008 (18 years)Registration #000332442Postcode2480
Diploma of Financial Services (Financial Planning)Advanced Investment PlanningDFP5v1 Tax for Financial AdvisingEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2009 (17 years)Registration #001000805Postcode2480
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2009 (17 years)Registration #000340739Postcode2480
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Woodlark St, Lismore NSW 2480
ExperienceSince 2012 (14 years)Registration #000433142Postcode2480
Bachelor of BusinessDiploma of Financial PlanningPrinciples In Self Managed Superannuation FundsSpecialist Margin Lending accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Woodlark St, Lismore NSW 2480
ExperienceSince 2012 (14 years)Registration #000416216Postcode2480
Bachelor of Commerce (Financial Planning and Accounting Major)Margin Lending and Geared InvestmentsPrinciples in Self Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 21/252 Pitt St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #000462920Postcode2480
Bachelor of ArtsFNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001267146Postcode2480
Bachelor of BusinessMaster of Applied FinanceDiploma of Financial PlanningFPC008
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 Lismore, 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 Lismore, 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.