How to choose a financial adviser
When choosing a financial adviser in Warilla, 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.
📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2000 (26 years)Registration #000242802Postcode2528
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 6/12 Beverley Ave, Warilla NSW 2528
ExperienceSince 2004 (22 years)Registration #000270428Postcode2528
Bachelor of Commerce in AccountingGraduate Diploma in Applied Finance & InvestmentFellow of Financial Services Institute of AustraliaMaster of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2009 (17 years)Registration #000338049Postcode2528
Bachelor of Commerce (Finance and Management)Advanced Diploma of Financial Services (Financial Planning)DPML Margin LendingASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2011 (15 years)Registration #001004152Postcode2528
5 Unit CFP Certification ProgramBachelor of Commerce (Economics)Graduate Certificate of Financial PlanningGraduate Diploma of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2013 (13 years)Registration #000438860Postcode2528
Bachelor of Commerce (Financial Planning & Management)Cavendish & ICFS Specialist SMSF Course928 Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2014 (12 years)Registration #000460742Postcode2528
Bachelor of Commerce (Financial Planning)Tier 1 Margin LendingSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2017 (9 years)Registration #001255964Postcode2528
Bachelor of Commerce (Financial Planning)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2021 (5 years)Registration #001285026Postcode2528
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsTeir 1 Margin Lending Personal AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2022 (4 years)Registration #001295834Postcode2528
Bachelor of Commerce (Finance & Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2023 (3 years)Registration #001302528Postcode2528
Bachelor of Commerce (Accountancy & Finance)Graduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2024 (2 years)Registration #001308683Postcode2528
Graduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2025 (1 years)Registration #001312687Postcode2528
Bechelor of Commerce (Finance & Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2025 (1 years)Registration #001313182Postcode2528
Bachelor of Commerce (Finance & Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Reglations and TaxationMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 162-172 Shellharbour Rd, Warilla NSW 2528
ExperienceSince 2025 (1 years)Registration #001310369Postcode2528
Bachelor of Commerce (Finance & Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Warilla, 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 Warilla, 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.