How to choose a financial adviser
When choosing a financial adviser in Caloundra, 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.
📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 1995 (31 years)Registration #000238448Postcode4551
Advanced Diploma of Financial Services (FP)Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSuperconcepts & ICFS Specialist SMSF course
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 1999 (27 years)Registration #000294029Postcode4551
Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin LendingSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2001 (25 years)Registration #000304904Postcode4551
Certificate in Estate PlanningDiploma of Financial PlanningASX SecuritiesSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000248633Postcode4551
Bachelor of BusinessRisk Management & Insurance products (515)Financial Planning & Wealth CreationSuperannuation: Advice & Regulation (511)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2004 (22 years)Registration #001004926Postcode4551
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2005 (21 years)Registration #000283003Postcode4551
Diploma of Financial Planning (8 Units)Financial Advice Association of Australia (FAAA)LRS - Life Risk Specialist (FPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #000333119Postcode4551
Diploma of Financial Services (Financial Planning)Aged Care Specialist AdviserAccredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2014 (12 years)Registration #000458180Postcode4551
Bachelor of BusinessBachelor of Financial PlanningExecutive Master of Business AdministrationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2025 (1 years)Registration #001311525Postcode4551
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Caloundra, 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 Caloundra, 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.