Verifying registration and authorisations
Every financial adviser shown for Burleigh Heads, 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 4/25 Township Dr, Burleigh Heads QLD 4220
ExperienceSince 2003 (23 years)Registration #001002926Postcode4220
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2003 (23 years)Registration #000238374Postcode4220
Self Managed Super FundsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 128 Kortum Dr, Burleigh Heads QLD 4220
ExperienceSince 2004 (22 years)Registration #000276881Postcode4220
Risk ManagementSuperannuation and Retirement PlanningManaged InvestmentsSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 4/25 Township Dr, Burleigh Heads QLD 4220
ExperienceSince 2005 (21 years)Registration #000293821Postcode4220
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 4/25 Township Dr, Burleigh Heads QLD 4220
ExperienceSince 2007 (19 years)Registration #000312359Postcode4220
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 11 West St, Burleigh Heads QLD 4220
ExperienceSince 2008 (18 years)Registration #000341891Postcode4220
Diploma of Financial ServicesAccredited Derivatives Adviser Level 1 and 2Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 5/2 Fortune St, Coomera QLD 4209
ExperienceSince 2011 (15 years)Registration #000412893Postcode4220
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds accreditationDFP5v2 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2013 (13 years)Registration #000447834Postcode4220
Certificate III in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11 West St, Burleigh Heads QLD 4220
ExperienceSince 2016 (10 years)Registration #001244472Postcode4220
Bachelor of Commerce (Financial Planning Major)Bachelor of Commerce (Major in Financial Planning)Accredited Derivatives Adviser 1 & 2Ethics for Professional Advisers
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Suite 15/3368 Pacific Hwy, Springwood QLD 4217
ExperienceSince 2018 (8 years)Registration #001270910Postcode4220
Bachelor of Commerce major in Accounting and Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 11 West St, Burleigh Heads QLD 4220
ExperienceSince 2023 (3 years)Registration #001297583Postcode4220
Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 11/76 Township Dr, Burleigh Heads QLD 4220
ExperienceSince 2023 (3 years)Registration #001304067Postcode4220
Bachelor of CommerceBachelor of LawsGraduate Diploma in Legal PracticeMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/76 Township Dr, Burleigh Heads QLD 4220
ExperienceSince 2023 (3 years)Registration #001305760Postcode4220
Bachelor Commerce (FP)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2024 (2 years)Registration #001304671Postcode4220
Bachelor of Commerce (Accounting & Finance)Chartered Accountant Program / Graduate Diploma (ICAA)Graduate Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF online course
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 Burleigh Heads, 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 Burleigh Heads, 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.