Verifying registration and authorisations
Every financial adviser shown for Ashmore, 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.
📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 1996 (30 years)Registration #000250867Postcode4214
Diploma of Financial PlanningSMSF Specialist Advisor Accreditation ProgramTASACLTFA V1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 1997 (29 years)Registration #001234314Postcode4214
Bachelor of Business (Accounting)Graduate Diploma in Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2001 (25 years)Registration #000248524Postcode4214
Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2010 (16 years)Registration #001003975Postcode4214
Diploma of Financial Services (Financial Planning)Commercial Law CertificationTax for Financial Advising Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2014 (12 years)Registration #000462055Postcode4214
Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001244038Postcode4214
Master of Professional AccountingDiploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2018 (8 years)Registration #001266986Postcode4214
RG146Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2024 (2 years)Registration #001310542Postcode4214
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2026 (0 years)Registration #001318530Postcode4214
Bachelor of Commerce (Majoring in Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2026 (0 years)Registration #001317278Postcode4214
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2026 (0 years)Registration #001282999Postcode4214
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10-12/207 Currumburra Rd, Ashmore QLD 4214
ExperienceSince 2026 (0 years)Registration #001320172Postcode4214
Graduate 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 Ashmore, 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 Ashmore, 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.