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.
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 1998 (28 years)Registration #000244684Postcode4556
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Super Fund CourseASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 1999 (27 years)Registration #000250055Postcode4556
Bachelor of LawsFinancial Planning Principles & PracticeMaster of Professional AccountingRisk Management for Financial Services Professionals
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 130 Main Rd, McLaren Vale SA 5171
ExperienceSince 1999 (27 years)Registration #000264457Postcode4556
Bachelor of CommerceCertified Practicing AccountantCertified Financial PlannerASX Derivatives
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2002 (24 years)Registration #000287554Postcode4556
Diploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
ExperienceSince 2002 (24 years)Registration #000329599Postcode4556
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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📍 8/4A Meridian Pl, Bella Vista NSW 2153
ExperienceSince 2002 (24 years)Registration #000255413Postcode4575
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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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #000427051Postcode4556
Bachelor of Business
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2003 (23 years)Registration #000263996Postcode4556
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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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2003 (23 years)Registration #000254374Postcode4556
Entry Level CompetenciesRisk ManagementFPC002B Ethics and Professionalism in Financial Advice.
Life InsuranceLife Investment
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📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
ExperienceSince 2003 (23 years)Registration #000253136Postcode4556
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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ExperienceSince 2003 (23 years)Registration #000244708Postcode4556
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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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2005 (21 years)Registration #000293818Postcode4556
Master of Applied FinanceRG146 Margin LendingSelf Managed Superannuation Funds CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #000427053Postcode4556
Diploma of Financial MarketsADA Level 1 & 2Graduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #001004901Postcode4556
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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ExperienceSince 2006 (20 years)Registration #000290354Postcode4556
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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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2006 (20 years)Registration #000442751Postcode4556
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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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2008 (18 years)Registration #000325739Postcode4556
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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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000327588Postcode4556
Bachelor of Business, AccountingDiploma of Financial ServicesMaster of Business LawIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2009 (17 years)Registration #001004535Postcode4556
Securities and Managed InvestmentsSuperannuation AccreditationADA Level 1Margin Lending Accreditation
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2011 (15 years)Registration #000445639Postcode4556
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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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2012 (14 years)Registration #000437478Postcode4556
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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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #000424756Postcode4556
Bachelor of Commerce (Financial Planning)Diploma of Finance and Mortgage Broking ManagementMargin LendingSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #001003672Postcode4556
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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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #000435773Postcode4556
Bachelor of CommerceMaster of Applied FinanceChartered Financial AnalystADA 1
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #000473122Postcode4556
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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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2017 (9 years)Registration #001252937Postcode4556
Industry Standard EducationMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/54 Jephson St, Toowong QLD 4066
ExperienceSince 2018 (8 years)Registration #001273449Postcode4556
Diploma of Financial PlanningSelf Managed Super Fund AdviserGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 5/95 Pitt St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001271770Postcode4556
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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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001272311Postcode4556
Bachelor of CommerceBachelor or EconomicsChartered Financial Analyst Level 1Diploma Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2018 (8 years)Registration #001266910Postcode4556
Bachelor of Commerce (Applied Finance)Diploma of Financial Planning FNS50611Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
ExperienceSince 2022 (4 years)Registration #001295647Postcode4556
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2023 (3 years)Registration #001302081Postcode4556
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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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2024 (2 years)Registration #001304468Postcode4556
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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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2024 (2 years)Registration #001303464Postcode4556
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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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2025 (1 years)Registration #001316105Postcode4556
Advanced Diploma of ParaplanningBachelor of Commerce (Financial Planning)Introduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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Data is updated periodically and may not reflect the most current information.