Verifying registration and authorisations
Every financial adviser shown for Bundaberg West, 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.
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 1985 (41 years)Registration #000250728Postcode4670
Diploma of Financial PlanningSMSF Specialist Advisor ProgramASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2000 (26 years)Registration #001003883Postcode4670
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2007 (19 years)Registration #001004053Postcode4670
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2011 (15 years)Registration #000409927Postcode4670
Diploma of Financial Services (Financial Planning)Bachelor of AccountingSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2011 (15 years)Registration #000396798Postcode4670
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2012 (14 years)Registration #000440355Postcode4670
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2015 (11 years)Registration #001234249Postcode4670
Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramCommercial LawFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2017 (9 years)Registration #001258930Postcode4670
Bachelor of Business (Management)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2018 (8 years)Registration #001269576Postcode4670
Bachelor of Financial PlanningCertificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking ManagementAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2022 (4 years)Registration #001296690Postcode4670
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2025 (1 years)Registration #001315758Postcode4670
Graduate Diploma of Financial PlanningFPE020 SMSF Regulation and TaxationSMSF Specialist Advisor ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Bundaberg West, 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 West, 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.