How to choose a financial adviser
When choosing a financial adviser in Albion, Queensland, 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.
📍 7/190 Edward St, Brisbane City QLD 4000
ExperienceSince 1985 (41 years)Registration #000278369Postcode4010
Life InsuranceFinancial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 4/46 Mount Gravatt Capalaba Rd, Upper Mount Gravatt QLD 4122
ExperienceSince 1988 (38 years)Registration #000379644Postcode4010
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Graduate Diploma Applied Finance (Financial Planning)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/14 Argyle St, Albion QLD 4010
ExperienceSince 1993 (33 years)Registration #000227020Postcode4010
Advanced Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Super FundsSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/14 Argyle St, Albion QLD 4010
ExperienceSince 2000 (26 years)Registration #000353194Postcode4010
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 12/475 Scottsdale Dr, Varsity Lakes QLD 4227
ExperienceSince 2007 (19 years)Registration #001006413Postcode4010
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPA Financial Planning Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 400 George, 400 George St, Brisbane City QLD 4000
ExperienceSince 2007 (19 years)Registration #001004649Postcode4010
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2013 (13 years)Registration #000419312Postcode4010
Diploma of Financial Planning FNS50611RG146 SecuritiesAdvanced Diploma of Financial PlanningRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 12/475 Scottsdale Dr, Varsity Lakes QLD 4227
ExperienceSince 2014 (12 years)Registration #000470609Postcode4010
Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/14 Argyle St, Albion QLD 4010
ExperienceSince 2017 (9 years)Registration #000465061Postcode4010
Bachelor of Business (Accounting)CPA ProgramAccountant's SMSF PackageFoundations of Financial Planning Part B: Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/14 Argyle St, Albion QLD 4010
ExperienceSince 2017 (9 years)Registration #000449972Postcode4010
Bachelor of CommerceGraudate Diploma of Applied Finance and InvestmentTASA and the TPB Code of Professional ConductTier 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 400 George, 400 George St, Brisbane City QLD 4000
ExperienceSince 2018 (8 years)Registration #001270373Postcode4010
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 400 George, 400 George St, Brisbane City QLD 4000
ExperienceSince 2022 (4 years)Registration #001289593Postcode4010
Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
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 Albion, Queensland 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 Albion, Queensland 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.