26 verified financial advisers

Financial Advisers in The Junction, NSW

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

Verifying registration and authorisations

Every financial adviser shown for The Junction, 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.

Showing 26 results

Janelle Gay Kirk

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001003798
Postcode
2291
📞 1800 738 473🌐 Website
Certified Financial PlannerDiploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Andrew James Taylor

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000466165
Postcode
2291
📞 (02) 8036 6490🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Chapman

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000252842
Postcode
2291
📞 1300 663 334🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseTASA and the TPB Code of Professional Conduct CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas James Grayson★★★★★ 4.9 (42 reviews)

NEWADVICE PTY LIMITED
RegisteredTax Advice ✓
📍 116/10-16 Kenrick St, The Junction NSW 2291
Experience
Since 2000 (26 years)
Registration #
000234651
Postcode
2291
🌐 Website
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Minehan★★★★★ 4.9 (42 reviews)

NEWADVICE PTY LIMITED
RegisteredTax Advice ✓
📍 116/10-16 Kenrick St, The Junction NSW 2291
Experience
Since 2001 (25 years)
Registration #
001000437
Postcode
2291
🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Lance Rousell

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001003933
Postcode
2291
📞 (02) 8074 8599🌐 Website
Bachelor of Commerce8 Unit Diploma of Financial PlanningCFP Certification 1-4 ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Murray Wynne

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000239290
Postcode
2291
📞 1800 738 473🌐 Website
Diploma of Financial Services (Financial Planning)Estate PlanningTaxation
Life InsuranceLife Investment
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Robert Bruce Vitnell

AUSTRALIAN FINANCIAL RISK MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 16a, Level 1/50 Glebe Rd, The Junction NSW 2291
Experience
Since 2006 (20 years)
Registration #
001002266
Postcode
2291
📞 (02) 4927 0001🌐 Website
Bachelor of CommerceDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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Elliot Lionel Watson

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000314920
Postcode
2291
📞 1800 738 473🌐 Website
Bachelor of EconomicsAdvanced Diploma Financial Services (Financial Planning)5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Aaron Charles Jupp★★★★★ 4.9 (42 reviews)

NEWADVICE PTY LIMITED
RegisteredTax Advice ✓
📍 116/10-16 Kenrick St, The Junction NSW 2291
Experience
Since 2008 (18 years)
Registration #
000335331
Postcode
2291
🌐 Website
Bachelor of CommerceChartered AccountantGraduate Certificate Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Philip Hatherly

AUSTRALIAN FINANCIAL RISK MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 16a, Level 1/50 Glebe Rd, The Junction NSW 2291
Experience
Since 2008 (18 years)
Registration #
001002250
Postcode
2291
📞 (02) 4927 0001🌐 Website
RG146Diploma of Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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Jose Eli Hernandez

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000342114
Postcode
2291
📞 1800 738 473🌐 Website
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial ServicesGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Thomas Mitchell Momsen

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000341995
Postcode
2291
📞 1800 738 473🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jacob Michael Lo Cascio

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001233264
Postcode
2291
📞 1800 738 473🌐 Website
Bachelor of CommerceCavendish & ICFS Specialist SMSF CourseDiploma of Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Amy Lee Hoad

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001257709
Postcode
2291
📞 1800 738 473🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Emma Elisabeth Page★★★★★ 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 #
001255688
Postcode
2291
📞 (02) 9252 2000🌐 Website
Advanced Diploma of Financial Services(Financial Planning)Business Services (Business Sales)Diploma of BusinessDFP5v6 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John De Warrenne Harris

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000282043
Postcode
2291
📞 1300 663 334🌐 Website
Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kristy Lee Coulin

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263235
Postcode
2291
📞 1800 738 473🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Shantel Evans

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268262
Postcode
2291
📞 1800 738 473🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Georgia Paige Sykes

INSIGHT INVESTMENT PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 L10/60 York St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294173
Postcode
2291
📞 (02) 9181 3431🌐 Website
Graduate Diploma of Financial PlanningSMSF Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nikhil Flavian Dsouza★★★★★ 4.9 (42 reviews)

NEWADVICE PTY LIMITED
RegisteredTax Advice ✓
📍 116/10-16 Kenrick St, The Junction NSW 2291
Experience
Since 2022 (4 years)
Registration #
001297203
Postcode
2291
🌐 Website
Master of Commerce (Extension)Master of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Izack Mitchell Fuller

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311533
Postcode
2291
📞 1800 738 473🌐 Website
Bachelor of Business and Enterprise
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Rhys John Moller

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310448
Postcode
2291
📞 1800 738 473🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Thomas Finn Tavares

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001314680
Postcode
2291
📞 (02) 8036 6490🌐 Website
Bachelor of Commerce (Finance)Accredited Listed Product Adviser (ALPA)Graduate Diploma of Financial PlanningIntroduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Geoffrey Peter Mcqueen

RI ADVICE GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Registration #
001319158
Postcode
2291
📞 1800 738 473🌐 Website
Financial advice Corporation and Commercial LawGraduate Diploma in Financial PlanningProfessionalism and EthicsTaxation Law of Australia
SuperannuationLife InsuranceLife InvestmentRSA Products
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Melaine Jane Alice Worthing

RI ADVICE GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Registration #
001314777
Postcode
2291
📞 1800 738 473🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

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Nearby Financial Advisers

Cooks Hill, NSW 2 listings · 1km Newcastle West, NSW 47 listings · 1km Hamilton South, NSW 2 listings · 1km Wickham, NSW 13 listings · 2km Merewether, NSW 8 listings · 2km Hamilton, NSW 23 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in The Junction, 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 The Junction, 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.