What to expect from the engagement
Engaging a financial adviser for North Wollongong, 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.
📍 Level 12/25 Martin Pl, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #001005855Postcode2500
Bachelor of Commerce (Finance & Economics)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 12/25 Martin Pl, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #000249894Postcode2500
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Bachelor of Business, Financial Planning with DistinctionMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5/12 Maroondah Hwy, Ringwood VIC 3134
ExperienceSince 2005 (21 years)Registration #000301493Postcode2500
Bachelor of CommerceGraduate Diploma of Financial PlanningSelf Managed Superannuation FundsFASEA Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 12/25 Martin Pl, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #001005585Postcode2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2008 (18 years)Registration #000329817Postcode2500
Bachelor of Commerce (Accounting & Financial Planning)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 12/25 Martin Pl, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #000387196Postcode2500
Bachelor of Business (Business Management)Certificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 8/4A Meridian Pl, Bella Vista NSW 2153
ExperienceSince 2011 (15 years)Registration #001002553Postcode2500
Bachelor of Applied FinanceDiploma of Financial Planning FNS50804Self Managed Superannuation FundsRG146 DPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2014 (12 years)Registration #000467171Postcode2500
Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningAdvanced Diploma Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 12/25 Martin Pl, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001260604Postcode2500
Diploma of Financial PlanningALPA Accredited Listed Product AdviserGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5/12 Maroondah Hwy, Ringwood VIC 3134
ExperienceSince 2018 (8 years)Registration #001270432Postcode2500
Diploma of Financial Services (Financial Planning)FASEABachelor of Commerce (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 3/30 Hickson Rd, Millers Point NSW 2000
Registration #001317988Postcode2500
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Level 12/25 Martin Pl, Sydney NSW 2000
Registration #001317201Postcode2500
Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation
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 North Wollongong, 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 North Wollongong, 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.