What to expect from the engagement
Engaging a financial adviser for Bowen Hills, Queensland follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 1997 (29 years)Registration #000403728Postcode4006
Bachelor of Commerce (Industrial Relations)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 31/367 Collins St, Melbourne VIC 3000
ExperienceSince 1999 (27 years)Registration #000264435Postcode4006
BA (Hons) Business StudiesCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2002 (24 years)Registration #000235863Postcode4006
Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Applied Finance and InvestmentMargin Lending & Geared InvestmentsSMSF Specialist Advisor Designation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2003 (23 years)Registration #000263500Postcode4006
Bachelor of Commerce (Banking and Finance) (Qualification)Master of Financial PlanningMargin Lending & Geared InvestmentsSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2004 (22 years)Registration #000279726Postcode4006
Bachelor of Business (Agribusiness)Diploma of Financial ServicesGraduate Diploma of Applied Finance & InvestmentFinancial Adviser Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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📍 Lvl 1/40 Thompson St, Bowen Hills QLD 4006
ExperienceSince 2004 (22 years)Registration #000248734Postcode4006
Commercial Law for Tax (Financial) AdvisersDiploma of Financial PlanningGraduate Certificate in Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 31/367 Collins St, Melbourne VIC 3000
ExperienceSince 2007 (19 years)Registration #000343218Postcode4006
Bachelor in Music (Accompanying)Diploma of Financial Services (Superannuation)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2014 (12 years)Registration #000423662Postcode4006
Margin Lending & Geared InvestmentsBachelors of Commerce (Banking, Finance and Financial Planning)Self Managed Superannuation Fund AdviserFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Lvl 1/40 Thompson St, Bowen Hills QLD 4006
ExperienceSince 2014 (12 years)Registration #000460773Postcode4006
Diploma of Financial PlanningProvide Advice in Margin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2016 (10 years)Registration #001245533Postcode4006
Bachelor of Commerce (Accounting and Finance)Diploma in Financial PlanningAdvanced Diploma in Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2018 (8 years)Registration #001271949Postcode4006
Bachelor of CommerceBachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Lvl 1/40 Thompson St, Bowen Hills QLD 4006
ExperienceSince 2021 (5 years)Registration #001283839Postcode4006
Business & CommerceMargin Lending
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2023 (3 years)Registration #001297407Postcode4006
Bachelor of Commerce (Financial Planning)FASEA Adviser ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 60 Baxter St, Fortitude Valley QLD 4006
ExperienceSince 2023 (3 years)Registration #001299046Postcode4006
Bachelor of Commerce with a Major in FinanceMaster of Financial PlanningFinancial Adviser ExamCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 31/367 Collins St, Melbourne VIC 3000
ExperienceSince 2024 (2 years)Registration #001306515Postcode4006
Graduate Certificate in Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Lvl 1/40 Thompson St, Bowen Hills QLD 4006
ExperienceSince 2025 (1 years)Registration #001306581Postcode4006
7269AFEBachelor of commerce
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Lvl 1/40 Thompson St, Bowen Hills QLD 4006
ExperienceSince 2025 (1 years)Registration #001312259Postcode4006
Bachelor of Business (Finance)Bachelor of Business (Financial Planning)Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Bowen Hills, 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 Bowen Hills, 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.