How to choose a financial adviser
When choosing a financial adviser in Bundaberg, Queensland, start with three checks: confirm their ASIC registration is current, review their listed qualifications (Diploma of Financial Planning is the entry-level standard; CFP® and similar designations indicate further study), and read their Financial Services Guide before any meeting. Most advisers in this region operate under an Australian Financial Services Licence (AFSL) granted to a licensee — that licensee is named on each listing. The licensee carries professional indemnity insurance and is the entity you would contact through external dispute resolution (AFCA) if a complaint arose. Initial consultations are usually free; ongoing fees apply once you sign a Statement of Advice covering the agreed strategy.
📍 62 Woondooma St, Bundaberg Central QLD 4670
ExperienceSince 1999 (27 years)Registration #000245052Postcode4670
Graduate Diploma of Financial PlanningMaster of Financial PlanningCommercial Law for Tax (Financial) AdvisersChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2000 (26 years)Registration #001005887Postcode4670
Diploma of Financial Advising (8 units)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2000 (26 years)Registration #001005887Postcode4670
Diploma of Financial Advising (8 units)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2002 (24 years)Registration #000277294Postcode4670
Diploma of Financial Planning (8 units)Master of Financial PlanningMargin Lending and Geared Investments CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2002 (24 years)Registration #000277294Postcode4670
Diploma of Financial Planning (8 units)Master of Financial PlanningMargin Lending and Geared Investments CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2003 (23 years)Registration #000242952Postcode4670
Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentSecuritiesGovernment DebenturesRSA Products
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📍 Level 4/24 Little Edward St, Spring Hill QLD 4000
ExperienceSince 2004 (22 years)Registration #000265011Postcode4670
Certificate in Financial MarketsASX Broker ExamRG146Finsia
SuperannuationSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2004 (22 years)Registration #000263526Postcode4670
Investment Administration QualificationGraduate Diploma of Financial PlanningBachelor of Business (Economics & Marketing)Institute of Chartered Accountants Australia (ICA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 62 Woondooma St, Bundaberg Central QLD 4670
ExperienceSince 2007 (19 years)Registration #000304440Postcode4670
Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentSecuritiesGovernment DebenturesRSA Products
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📍 62 Woondooma St, Bundaberg Central QLD 4670
ExperienceSince 2012 (14 years)Registration #000378670Postcode4670
Graduate Diploma of Financial PlanningMaster of Financial PlanningCommercial Law for Tax (financial) AdvisersFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #001002956Postcode4670
Commercial Transactions BFA141Bachelor of Business and Bachelor of ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 9/90 Collins St, Melbourne VIC 3000
ExperienceSince 2013 (13 years)Registration #000429654Postcode4670
51005 Introduction to Law51126 Advanced Taxation LawBachelor of Business (Accounting)CPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2016 (10 years)Registration #001246899Postcode4670
Bachelor of AccountingCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2016 (10 years)Registration #001247859Postcode4670
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTASA and the TPB Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2021 (5 years)Registration #001284180Postcode4670
Bachelor of AccountingGraduate Diploma Chartered AccountantGraduate Diploma Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesDerivativesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Bundaberg, 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 Bundaberg, 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.