53 verified financial advisers

Financial Advisers in Norwest, NSW

Compare registered financial advisers in Norwest, New South Wales. All listings sourced from the ASIC Financial Advisers Register.

What to expect from the engagement

Engaging a financial adviser for Norwest, 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.

Showing 53 results

Michael Stephen Akele★★★★★ 5 (1 reviews)

BENWEST INVESTMENT SERVICES PTY. LIMITED
RegisteredTax Advice ✓
📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
Experience
Since 1985 (41 years)
Registration #
001263388
Postcode
2153
📞 (02) 9659 4599
Batchelor of CommerceCertified Financial PlannerDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Philip Charles Mccoy★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1997 (29 years)
Registration #
000248135
Postcode
2153
📞 (02) 9328 0876🌐 Website
Bachelor of Business (Accounting)8 unit Diploma of Financial PlanningSMSF Specialist Advisor ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stuart Alwyn Jones★ 1 (1 reviews)

INVESTMENT & RETIREMENT SERVICES PTY LTD
Registered
📍 suite 313/4 Columbia Ct, Baulkham Hills NSW 2153
Experience
Since 1997 (29 years)
Registration #
000308380
Postcode
2153
📞 (02) 8860 7771🌐 Website
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)RG146 Provide advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Matthew Benjamin Read

GALLAGHER BENEFIT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Experience
Since 1998 (28 years)
Registration #
000243477
Postcode
2153
📞 1300 850 757🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCFP Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Christopher Gordon Ogilvie★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1999 (27 years)
Registration #
000248701
Postcode
2153
📞 (02) 9328 0876🌐 Website
Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Geoffrey French★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1999 (27 years)
Registration #
000249285
Postcode
2153
📞 (02) 9328 0876🌐 Website
Diploma of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David John Porter

VISION PLANNING & FINANCE (AUST) PTY LTD
RegisteredTax Advice ✓
📍 Suite 15/3368 Pacific Hwy, Springwood QLD 4217
Experience
Since 2000 (26 years)
Registration #
000245145
Postcode
2153
📞 0411 878 880🌐 Website
Bachelor of Commerce (Accounting)PS 146Graduate DiplomaChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Paul Anthony Davies

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001272044
Postcode
2153
📞 (02) 7238 4192🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Roger Sousa

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000461575
Postcode
2153
📞 1800 738 473🌐 Website
Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Steven Gordon Fort★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2000 (26 years)
Registration #
000248356
Postcode
2153
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)FPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Patrick Anthony O'Leary

GCC LICENSEE PTY LTD
RegisteredTax Advice ✓
📍 Suite 401/29-31 Solent Cct, Norwest NSW 2153
Experience
Since 2001 (25 years)
Registration #
000245101
Postcode
2153
📞 (02) 9899 3044🌐 Website
Margin LendingBCom (Finance)Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Ronald Bennett★★★★★ 5 (1 reviews)

BENWEST INVESTMENT SERVICES PTY. LIMITED
RegisteredTax Advice ✓
📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
Experience
Since 2002 (24 years)
Registration #
000265430
Postcode
2153
📞 (02) 9659 4599
Diploma of Financial PlanningCertificate IV in Financial Services (Finance/Mortgage Broking)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Stephen Max Crouch

SCA ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 25 Solent Cct, Norwest NSW 2153
Experience
Since 2002 (24 years)
Registration #
000238013
Postcode
2153
📞 (02) 8852 5900🌐 Website
Bachelor of BusinessMaster of EconomicsFinancial Planning SpecialistDoctor of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenn Peers

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000264000
Postcode
2153
📞 (02) 7238 4192🌐 Website
Bachelor of Commerce (Human Resource Management and Industrial Relations)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Tamaschke★★★★★ 5 (8 reviews)

SMART FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite 44, 11/13 Brookhollow Ave, Norwest NSW 2155
Experience
Since 2003 (23 years)
Registration #
001008453
Postcode
2153
📞 (02) 8814 1918🌐 Website
Graduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Scott Oakes★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
000263573
Postcode
2153
📞 (08) 9267 3444
Diploma of Financial Services (Financial Planning)Specialist SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Cashman★★★★★ 4.9 (37 reviews)

BEACHES INVESTMENT PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Shop 4/319 Condamine St, Manly Vale NSW 2093
Experience
Since 2004 (22 years)
Registration #
000263919
Postcode
2153
📞 1300 033 500🌐 Website
Bachelor of Arts (Actuarial Studies)Actuarial StudiesDiploma of Financial Planning FN 50804Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Russell Owen★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
000267300
Postcode
2153
📞 (08) 9267 3444
Margin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Christopher Dowd

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2004 (22 years)
Registration #
000283354
Postcode
2153
📞 0414 971 806🌐 Website
Diploma of Financial AdvisingDiploma of Financial PlanningASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending & Geared Investments Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Crysta Louise Conn★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2005 (21 years)
Registration #
000284424
Postcode
2153
📞 (02) 9328 0876🌐 Website
Bachelor of Business (Applied Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Lewis Denham Kerr

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2005 (21 years)
Registration #
000414267
Postcode
2153
📞 (03) 9328 3900
Foundation Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Verghese Thomas

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2005 (21 years)
Registration #
001005035
Postcode
2153
📞 (03) 9328 3900
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma Of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Brett Matthew Kretchmer

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000437338
Postcode
2153
📞 1800 738 473🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Ferdy Androu Utan

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001003300
Postcode
2153
📞 1800 738 473🌐 Website
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Applied FinanceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jin Yu Huo

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001004709
Postcode
2153
📞 (02) 7238 4192🌐 Website
Bachelor of Hospitality ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicholas Jon Rosser

GALLAGHER BENEFIT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/144 Edward St, Brisbane City QLD 4000
Experience
Since 2010 (16 years)
Registration #
000344702
Postcode
2153
📞 1300 850 757🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementSelf Managed Superannuation FundsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Sedat Papagan★★★★★ 5 (2 reviews)

BLUEWATER FINANCIAL ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000420231
Postcode
2153
📞 1300 799 101🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Geoffrey Thomas Walley★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2011 (15 years)
Registration #
000399532
Postcode
2153
📞 (02) 4903 1111🌐 Website
RG146 in Financial Planning Principles, Insurance, SuperannuationFNS50804 Diploma of Financial Services (Financial Planning)Margin LendingDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Smagin★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2011 (15 years)
Registration #
000314495
Postcode
2153
📞 (02) 9328 0876🌐 Website
Bachelor of Business (Economics and Finance)Diploma of Financial Services (Financial Planning)SuperConcepts Specialist SMSF CourseTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Vikram Singh

TEMPLESTONE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2011 (15 years)
Registration #
000413884
Postcode
2153
📞 (02) 8607 1417🌐 Website
Bachelor of CommerceTax LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vineet Kumar Singh

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002518
Postcode
2153
📞 (02) 8074 8599🌐 Website
Masters DegreeCertified Financial PlannerDiplomaAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Robert Stevenson

MATRIX INTEGRATED PROFESSIONAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 306/10 Century Cct, Norwest NSW 2153
Experience
Since 2013 (13 years)
Registration #
000443544
Postcode
2153
📞 (02) 9899 6077🌐 Website
Bachelor of Commerce (Economics and Finance)Diploma of Financial ServicesDiploma of Superannuation ManagementAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven John Clarke★★★★★ 5 (47 reviews)

CONSTELLATION WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Suite 416/2-8 Brookhollow Ave, Norwest NSW 2153
Experience
Since 2013 (13 years)
Registration #
000433860
Postcode
2153
📞 (02) 8814 7977🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Theodore John Holland★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2013 (13 years)
Registration #
001002183
Postcode
2153
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Vandana Tater

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001004030
Postcode
2153
📞 (03) 9209 9777🌐 Website
Bachelor of CommerceDiploma of Financial Services & Investment ManagementGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Pohl

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2014 (12 years)
Registration #
000462076
Postcode
2153
📞 0414 971 806🌐 Website
Bachelor of CommercePostgraduate Diploma in Financial PlanningDiploma of Financial PlanningCertified Financial Planner (CFP) Education Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Rupa Tamaschke★★★★★ 5 (8 reviews)

SMART FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite 44, 11/13 Brookhollow Ave, Norwest NSW 2155
Experience
Since 2014 (12 years)
Registration #
001006316
Postcode
2153
📞 (02) 8814 1918🌐 Website
Bachelor of Commerce (Accounting)Bachelor of LawsDiploma of Financial Services (Financial Planning)Advanced Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter William Finch★★★★★ 5 (1 reviews)

BENWEST INVESTMENT SERVICES PTY. LIMITED
RegisteredTax Advice ✓
📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
Experience
Since 2015 (11 years)
Registration #
001235255
Postcode
2153
📞 (02) 9659 4599
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Ryan Peter Melrose★★★★★ 5 (1 reviews)

BENWEST INVESTMENT SERVICES PTY. LIMITED
RegisteredTax Advice ✓
📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
Experience
Since 2015 (11 years)
Registration #
000464418
Postcode
2153
📞 (02) 9659 4599
Bachelor of Business and Commerce (Applied Finance)Advanced Diploma of Financial PlanningDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kinda Mckean★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2016 (10 years)
Registration #
001242196
Postcode
2153
📞 (02) 4903 1111🌐 Website
Bachelor of ScienceMaster of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sashikala Veale

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001239228
Postcode
2153
📞 (03) 9209 9777🌐 Website
Bachelor of Business (Accounting/Finance)Certified Practicing AccountantDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Flyak★★★★★ 5 (2 reviews)

AFP FINANCIAL PLANNING & CONSULTING PTY LTD
RegisteredTax Advice ✓
📍 Infinity Park Commercial, Unit 5.03 Level 5/7 Maitland Pl, Norwest NSW 2153
Experience
Since 2017 (9 years)
Registration #
001264696
Postcode
2153
📞 (02) 7804 1849🌐 Website
Bachelor Degree of Business (Accounting)Graduate Diploma of Chartered AccountingAccountants SMSF PackageAccounting SMSF Package
Self-Managed Super (SMSF)
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Simone Murad★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001253470
Postcode
2153
📞 1300 732 266🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of Business (Accounting)Graduate Certificate in Applied FinanceChartered Accountant (CA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Therese Marie Raso★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2017 (9 years)
Registration #
001256774
Postcode
2153
📞 (02) 9252 2000🌐 Website
Bachelor of Business AccountingSMSF Adviser (Personal Advice)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alan Michael Fox

GCC LICENSEE PTY LTD
RegisteredTax Advice ✓
📍 Suite 401/29-31 Solent Cct, Norwest NSW 2153
Experience
Since 2018 (8 years)
Registration #
001271720
Postcode
2153
📞 (02) 9899 3044🌐 Website
Diploma of Financial Services (Financial Planning)Estate PlanningGraduate Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alex Kah Ming Ho

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2018 (8 years)
Registration #
001264818
Postcode
2153
📞 0414 971 806🌐 Website
Bachelor of Commerce (Finance and Human Resource Management)Tax for Financial Advising Course (DFP5v3)Commercial Law Course (TASACLv1)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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David Erfan Kashan★★★★★ 5 (2 reviews)

BLUEWATER FINANCIAL ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271458
Postcode
2153
📞 1300 799 101🌐 Website
FNS50615SMSF (Personal Advice)Tax Financial AdviserGraduate Dilpoma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Garrett Peter Woods★★★★★ 5 (47 reviews)

CONSTELLATION WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Suite 416/2-8 Brookhollow Ave, Norwest NSW 2153
Experience
Since 2018 (8 years)
Registration #
001270547
Postcode
2153
📞 (02) 8814 7977🌐 Website
Diploma of Financial PlanningTASA and the TPB Code of professional conductBachelor of Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Koreen Govender

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000466246
Postcode
2153
📞 1800 738 473🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Lachlan Sue

MATRIX INTEGRATED PROFESSIONAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 306/10 Century Cct, Norwest NSW 2153
Experience
Since 2018 (8 years)
Registration #
001271549
Postcode
2153
📞 (02) 9899 6077🌐 Website
Bachelor of Business Administration with the Degree of Bachelor of LawsDiploma of Financial PlanningGraduate Diploma of Applied Tax LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tamdratha Dy★★★★★ 5 (1 reviews)

BENWEST INVESTMENT SERVICES PTY. LIMITED
RegisteredTax Advice ✓
📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
Experience
Since 2018 (8 years)
Registration #
000255549
Postcode
2153
📞 (02) 9659 4599
Diploma of Financial AdvisingSelf Managed Superannuation FundsCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Joshua Domenico Rereku Baker

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2022 (4 years)
Registration #
001295233
Postcode
2153
📞 1300 226 271🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emily Ugarkovic★★★★★ 5 (14 reviews)

NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 605/12 Century Cct, Norwest NSW 2153
Experience
Since 2024 (2 years)
Registration #
001308022
Postcode
2153
📞 (02) 8850 4343🌐 Website
Bachelor of CommerceGrapduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Nearby Financial Advisers

Bella Vista, NSW 45 listings · 1km Kellyville, NSW 3 listings · 2km Baulkham Hills, NSW 27 listings · 4km Castle Hill, NSW 25 listings · 4km Seven Hills, NSW 4 listings · 5km Kellyville Ridge, NSW 4 listings · 6km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Norwest, 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 Norwest, 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.