How to choose a financial adviser
When choosing a financial adviser in Wickham, 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.
📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2003 (23 years)Registration #000273574Postcode2293
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Planning (DFP1-8)Certified Financial Planner (CFP)Bachelor of Economics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2004 (22 years)Registration #001007281Postcode2293
Associate Diploma in Business (Accounting)Bachelor of Commerce (Accounting)Diploma of Financial PlanningCFP Education Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2006 (20 years)Registration #001007275Postcode2293
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending & Geared Investments Statement of AttainmentSelf Managed Superannuation Funds Statement of Attainment
SuperannuationLife InsuranceLife Investment
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2011 (15 years)Registration #000392658Postcode2293
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2014 (12 years)Registration #001004359Postcode2293
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2015 (11 years)Registration #001250378Postcode2293
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife Investment
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2015 (11 years)Registration #001008696Postcode2293
Diploma of Financial PlanningSMSF Specialist Advisor CourseAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2015 (11 years)Registration #001237462Postcode2293
Graduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningSelf Managed Super FundsEthics and Professionalism in Financial Advice (FPC002B)
SuperannuationLife InsuranceLife Investment
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2018 (8 years)Registration #001272656Postcode2293
Bachelor of Commerce (Financial Accounting)Self Managed Superannuation Fund Adviser (Personal Advice)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice (FPC002B)
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2024 (2 years)Registration #001309211Postcode2293
Bachelor of Business/CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2024 (2 years)Registration #001309214Postcode2293
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2024 (2 years)Registration #001309213Postcode2293
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2025 (1 years)Registration #001315736Postcode2293
Bachelor of Engineering (Electrical & Electronics Engineering)Master of Business AdministrationMaster of Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Wickham, 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 Wickham, 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.