Verifying registration and authorisations
Every financial adviser shown for Alexandra Headland, Queensland 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.
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1996 (30 years)Registration #000289304Postcode4572
Bachelor of Economics (Accounting)Graduate Diploma in Applied Finance and InvestmentSDIA Accreditation ProgramMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1997 (29 years)Registration #000259252Postcode4572
Diploma of Financial MarketsProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000246014Postcode4572
Bachelor of CommerceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2001 (25 years)Registration #001242554Postcode4572
Diploma of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation FundsASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2004 (22 years)Registration #000279668Postcode4572
Bachelor of EngineeringGraduate Certificate in Financial PlanningGraduate Diploma of Applied Finance & InvestmentEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2008 (18 years)Registration #001005210Postcode4572
Bachelor of Commerce and AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Advice
SuperannuationSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2011 (15 years)Registration #000410251Postcode4572
Bachelor of Commerce (Financial Planning)Margin Lending and Geared InvestmentsCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2013 (13 years)Registration #000439611Postcode4572
Master of Business AdministrationGraduate Certificate in Financial PlanningBachelor of ArtsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2015 (11 years)Registration #001008824Postcode4572
Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2025 (1 years)Registration #001309119Postcode4572
Bachelor of CommerceGraduate Diploma of Financial Planning
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 Alexandra Headland, 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 Alexandra Headland, 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.