7 verified financial advisers

Financial Advisers in Berserker, QLD

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

Verifying registration and authorisations

Every financial adviser shown for Berserker, 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 7 results

Chester Gavin Macdonald★ 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 1980 (46 years)
Registration #
000264702
Postcode
4701
📞 (07) 5574 0244
Diploma of Financial PlanningASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Bradley Wayne Smith★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 1991 (35 years)
Registration #
000235639
Postcode
4701
📞 (02) 4903 1111🌐 Website
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planing
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Leslie Thomas Wigginton★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000289488
Postcode
4701
📞 1300 653 097🌐 Website
Diploma Financial Planning FNS50611Advanced Diploma Financial Planning FNS60415Certified Insurance Professional (CIP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
Is this you? Claim this listing →

Rudy Liu

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2003 (23 years)
Registration #
000381114
Postcode
4701
📞 0414 971 806🌐 Website
Bachelor of Business (Marketing)Margin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Shannon Medlin

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2008 (18 years)
Registration #
001004126
Postcode
4701
📞 0414 971 806🌐 Website
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kristy Mitchell★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000406250
Postcode
4701
📞 1300 653 097🌐 Website
Diploma Financial Services (Financial Planning) FNS50804RG146 Provide advice in Margin LendingAdvanced Diploma Financial Planning FNS60415Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Jeffrey Guy Lanyon★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000429356
Postcode
4701
📞 1300 653 097🌐 Website
RG146 Managed Investments- SecuritiesDiploma of Financial Planning FNS50610Advanced of Diploma Financial Planning FNS60415Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →

Nearby Financial Advisers

Rockhampton, QLD 21 listings · 2km Rockhampton City, QLD 12 listings · 2km Biloela, QLD 2 listings · 42km Boyne Island, QLD 2 listings · 63km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Berserker, 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 Berserker, 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.