Verifying registration and authorisations
Every financial adviser shown for Nowra, 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 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1994 (32 years)Registration #000224074Postcode2541
Diploma of Financial Planning (8 units)Ethics and Professionalism in Financial Advice Course (FPC002B)Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 1996 (30 years)Registration #000245131Postcode2541
Certified Financial PlannerDiploma of Financial Planning (1-8)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2000 (26 years)Registration #000244766Postcode2541
Diploma in AccountingSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2001 (25 years)Registration #001003945Postcode2541
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000263949Postcode2541
Self Managed Superannuation FundsAdvanced Diploma Financial PlanningAFA 1 Business Strategy for Financial AdvisersAFA 2 Client Experience Strategy
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2004 (22 years)Registration #000274699Postcode2541
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2008 (18 years)Registration #000343430Postcode2541
Bachelor of Business Double Major in Economic and FinanceASX Accredited Derivatives Adviser Level 2Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #000321665Postcode2541
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #000456297Postcode2541
Bachelor of Commerce (Finance and Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2025 (1 years)Registration #001313359Postcode2541
UO Business Law LAWS 1019UO Companies and Partnership Law COML2020UO Taxation Law 1 ACCT3016Accredited Listed Product Adviser Program (ALPA)
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 Nowra, 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 Nowra, 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.