6 verified financial advisers

Financial Advisers in Aspley, QLD

Compare registered financial advisers in Aspley, Queensland. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for Aspley, 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.

Showing 6 results

Jamie William Wright

JWFS FINANCIAL PTY LTD
RegisteredTax Advice ✓
Experience
Since 1998 (28 years)
Registration #
000344371
Postcode
4034
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Kristy Louise Macdonald★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2002 (24 years)
Registration #
000236040
Postcode
4034
📞 (02) 4903 1111🌐 Website
Advanced Diploma of Financial ServicesCertified Financial PlannerCavendish & ICFS Specialist SMSFAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gary John Orman★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2004 (22 years)
Registration #
000283759
Postcode
4034
📞 (02) 9252 2000🌐 Website
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Thomas Audet★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2009 (17 years)
Registration #
000343684
Postcode
4034
📞 (07) 5574 0244
Associate Diploma in Business (Accounting)Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ross Glen Fountain★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2011 (15 years)
Registration #
000401234
Postcode
4034
📞 (02) 4903 1111🌐 Website
Bachelor of Applied ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Farrell★★★★★ 4.9 (134 reviews)

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
Experience
Since 2014 (12 years)
Registration #
000451863
Postcode
4034
📞 (02) 4945 4700🌐 Website
Bachelor of Business(Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

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Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Aspley, 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 Aspley, 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.