How to choose a financial adviser
When choosing a financial adviser in Rhodes, New South Wales, start with three checks: confirm their ASIC registration is current, review their listed qualifications (Diploma of Financial Planning is the entry-level standard; CFP® and similar designations indicate further study), and read their Financial Services Guide before any meeting. Most advisers in this region operate under an Australian Financial Services Licence (AFSL) granted to a licensee — that licensee is named on each listing. The licensee carries professional indemnity insurance and is the entity you would contact through external dispute resolution (AFCA) if a complaint arose. Initial consultations are usually free; ongoing fees apply once you sign a Statement of Advice covering the agreed strategy.
📍 Suite 2.06, Level 2/3 Rider Blvd, Rhodes NSW 2138
ExperienceSince 1998 (28 years)Registration #001003629Postcode2138
Bachelor of Business AdministrationGraduate Diploma in Financial PlanningCFPTax (Financial) Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 2.06, Level 2/3 Rider Blvd, Rhodes NSW 2138
ExperienceSince 2005 (21 years)Registration #001000097Postcode2138
BA Hons Management & Information SystemsGrad Dipl Financial PlanningSelf Managed Super FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 2.06, Level 2/3 Rider Blvd, Rhodes NSW 2138
ExperienceSince 2005 (21 years)Registration #000306755Postcode2138
Bachelor of Computing ScienceBachelor of ScienceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000404248Postcode2138
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSMSFAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #001009423Postcode2138
Bachelor of Commerce in Finance and TaxationBachelor of Economics in EconomicsLEGT1711 Legal eniroment of commerceLEGT2751 Business Taxation
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001248673Postcode2138
Bachelor of CommerceDiploma of Financial PlanningSMSF SpecialistAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001238986Postcode2138
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Super FundsBachelor Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 2.06, Level 2/3 Rider Blvd, Rhodes NSW 2138
ExperienceSince 2017 (9 years)Registration #001252978Postcode2138
Aged Care ProfessionalGraduate Diploma in FinanceSecurities and Managed FundsMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2022 (4 years)Registration #001295171Postcode2138
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2022 (4 years)Registration #001295170Postcode2138
Graduate Diploma of Financial PlanningTax For Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 2.06, Level 2/3 Rider Blvd, Rhodes NSW 2138
ExperienceSince 2023 (3 years)Registration #001303193Postcode2138
Introduction to Business LawBachelor of BusinessFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 2.06, Level 2/3 Rider Blvd, Rhodes NSW 2138
Registration #001313168Postcode2138
Bachelor of Business (Accounting), Bachelor of Information Technology (Business Information SystemsGraduate Diploma of Financial Planning
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Rhodes, 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 Rhodes, 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.