35 verified financial advisers

Financial Advisers in Buderim, QLD

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

What to expect from the engagement

Engaging a financial adviser for Buderim, 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.

Showing 35 results

Paul David Brown★ 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 1998 (28 years)
Registration #
000244684
Postcode
4556
📞 (07) 5574 0244
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Super Fund CourseASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Holzer

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1999 (27 years)
Registration #
000250055
Postcode
4556
📞 (03) 9328 3900
Bachelor of LawsFinancial Planning Principles & PracticeMaster of Professional AccountingRisk Management for Financial Services Professionals
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Ross Anthony Read★★★★★ 5 (6 reviews)

ENVA AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 130 Main Rd, McLaren Vale SA 5171
Experience
Since 1999 (27 years)
Registration #
000264457
Postcode
4556
📞 1300 160 803🌐 Website
Bachelor of CommerceCertified Practicing AccountantCertified Financial PlannerASX Derivatives
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dahl Andrew Drew★★★★ 4.3 (8 reviews)

SHARTRU WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Unit 2/14 Macquarie St, Belmont NSW 2280
Experience
Since 2002 (24 years)
Registration #
000287554
Postcode
4556
📞 1300 478 424🌐 Website
Diploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Ronald Noyes★★★★★ 5 (13 reviews)

MIQ PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
Experience
Since 2002 (24 years)
Registration #
000329599
Postcode
4556
📞 (07) 3457 4000🌐 Website
Diploma in Financial AdvisingSelf Managed Superannuation FundsCertificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sean Anthony Prosser

TEMPLESTONE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2002 (24 years)
Registration #
000255413
Postcode
4575
📞 (02) 8607 1417🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Advanced Investment PlanningSelf Managed Superannuation FundFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Ward★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000427051
Postcode
4556
📞 (02) 8216 6300🌐 Website
Bachelor of Business
SuperannuationSecuritiesDerivativesGovernment Debentures
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Brendan O'Reilly★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000263996
Postcode
4556
📞 1300 306 900🌐 Website
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Greg Kadel

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000254374
Postcode
4556
📞 (03) 9328 3900
Entry Level CompetenciesRisk ManagementFPC002B Ethics and Professionalism in Financial Advice.
Life InsuranceLife Investment
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Gregory Paul Tindall★★★★★ 5 (13 reviews)

MIQ PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
Experience
Since 2003 (23 years)
Registration #
000253136
Postcode
4556
📞 (07) 3457 4000🌐 Website
Master of Commerce (Applied Finance)Graduate Diploma of Financial Planning (Historical SIA / FINSIA)Certified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter Timothy Carey

PAPERBARK FINANCIAL PTY LTD
RegisteredTax Advice ✓
Experience
Since 2003 (23 years)
Registration #
000244708
Postcode
4556
Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation Course (LPAC)SPAA Specialist Accreditation Program (SSA)Commercial Law TASACLv1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julie Ellen Schafer-Evans

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
000293818
Postcode
4556
📞 0414 971 806🌐 Website
Master of Applied FinanceRG146 Margin LendingSelf Managed Superannuation Funds CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Justin Scattini★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000427053
Postcode
4556
📞 (02) 8216 6300🌐 Website
Diploma of Financial MarketsADA Level 1 & 2Graduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Nicholas Robert Cowling

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001004901
Postcode
4556
📞 1800 738 473🌐 Website
Diploma of Financial Services (Financial Planning)Advance Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Charles Banks

PELLUCID WEALTH PTY LTD
RegisteredTax Advice ✓
Experience
Since 2006 (20 years)
Registration #
000290354
Postcode
4556
Diploma Business Banking and FinanceBachelor of Business (Financial Planning)Self Managed Superannuation FundsASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan John Oliver

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2006 (20 years)
Registration #
000442751
Postcode
4556
📞 1800 062 134🌐 Website
Diploma Financial Services(Financial Planning) FNS50804RG146 Margin LendingAdvanced Diploma Financial Planning FNS60410Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Conrad Stuart Voss

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 2008 (18 years)
Registration #
000325739
Postcode
4556
📞 (07) 5406 5000🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Property Service (Real Estate)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Frank Van Doore

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000327588
Postcode
4556
📞 (02) 8074 8599🌐 Website
Bachelor of Business, AccountingDiploma of Financial ServicesMaster of Business LawIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Griffith★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001004535
Postcode
4556
📞 (02) 8216 6300🌐 Website
Securities and Managed InvestmentsSuperannuation AccreditationADA Level 1Margin Lending Accreditation
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Darryl Watt★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000445639
Postcode
4556
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Accounting & Local Government)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Angus Stewart Cooper★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2012 (14 years)
Registration #
000437478
Postcode
4556
📞 (02) 9328 0876🌐 Website
Bachelor of Commerce (Finance)Graduate Certificate of Chartered Accounting FoundationsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lachlan Money

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000424756
Postcode
4556
📞 (02) 8074 8599🌐 Website
Bachelor of Commerce (Financial Planning)Diploma of Finance and Mortgage Broking ManagementMargin LendingSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Diane Kristine Scott

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001003672
Postcode
4556
📞 (02) 9904 2792🌐 Website
Diploma of Financial Planning FNS50610Tier 1 Margin Lending Personal AdviceAdvanced Diploma of Financial Planning FNS60415Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Troy Derwin★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000435773
Postcode
4556
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceMaster of Applied FinanceChartered Financial AnalystADA 1
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Troy Davey★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000473122
Postcode
4556
📞 (02) 8216 6300🌐 Website
ADA Level 1Bachelor of Business (Banking and Finance)Master of Business (Professional Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Richard Michael Elmes★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2017 (9 years)
Registration #
001252937
Postcode
4556
📞 (02) 4903 1111🌐 Website
Industry Standard EducationMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Beau C Flanders

BERYLLIUM ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 3/54 Jephson St, Toowong QLD 4066
Experience
Since 2018 (8 years)
Registration #
001273449
Postcode
4556
📞 1800 262 258🌐 Website
Diploma of Financial PlanningSelf Managed Super Fund AdviserGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Belford★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271770
Postcode
4556
📞 (02) 9248 0422🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jake Graham Alick Brown★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272311
Postcode
4556
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceBachelor or EconomicsChartered Financial Analyst Level 1Diploma Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Robert Louis Vajda

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266910
Postcode
4556
📞 1800 062 134🌐 Website
Bachelor of Commerce (Applied Finance)Diploma of Financial Planning FNS50611Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jody-Ann Alexander★★★★★ 5 (13 reviews)

MIQ PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
Experience
Since 2022 (4 years)
Registration #
001295647
Postcode
4556
📞 (07) 3457 4000🌐 Website
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jennifer Fitzsimmons★ 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 2023 (3 years)
Registration #
001302081
Postcode
4556
📞 (07) 5574 0244
Bachelor of Business (Administrative Management)Bachelor of Commerce (Sustainable Economics & Policy and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Hugo Harvey★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2024 (2 years)
Registration #
001304468
Postcode
4556
📞 (02) 9328 0876🌐 Website
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCertificate IV in Finance and Mortgage BrokingAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Francis Tenuta

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001303464
Postcode
4556
📞 (02) 8074 8599🌐 Website
Bachelor of Commerce (Financial Planning)Accredited Listed Product Adviser ProgramFPC002B Ethics and Professionalism in Financial AdviceIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Jodie Mckenzie

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001316105
Postcode
4556
📞 (02) 8074 8599🌐 Website
Advanced Diploma of ParaplanningBachelor of Commerce (Financial Planning)Introduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Super Calculator

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Nearby Financial Advisers

Mountain Creek, QLD 4 listings · 4km Alexandra Headland, QLD 10 listings · 4km Sippy Downs, QLD 7 listings · 4km Maroochydore, QLD 78 listings · 4km Mooloolaba, QLD 12 listings · 4km Minyama, QLD 6 listings · 5km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Buderim, 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 Buderim, 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.