What to expect from the engagement
Engaging a financial adviser for Chevron Island, 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.
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1984 (42 years)Registration #000259364Postcode4217
Bachelor of Financial AdministrationGraduate Diploma in Applied Finance and InvestmentEthics and Professional RelationshipsAustralian Institute of Company Directors (AICD)
SecuritiesGovernment Debentures
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📍 Suite 5/2481 Gold Coast Hwy, Mermaid Beach QLD 4218
ExperienceSince 1989 (37 years)Registration #000300779Postcode4217
Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1993 (33 years)Registration #000309841Postcode4217
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1995 (31 years)Registration #000268321Postcode4217
Bachelor of Business (International Business)Graduate Diploma in Applied Finance & InvestmentAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1999 (27 years)Registration #000259153Postcode4217
Bachelor of Business (Accounting & Marketing)Graduate Certificate of Applied FinanceEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2000 (26 years)Registration #000259235Postcode4217
Bachelor of CommerceAccredited Derivatives Adviser Level 2Diploma of Technical AnalysisGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2003 (23 years)Registration #000259115Postcode4217
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentASX Accredited Derivatives Adviser Level TwoAccredited Derivatives Advisers Level 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2003 (23 years)Registration #000259207Postcode4217
Business and Finance PracticeFinancial Markets EconomicsFinancial Planning and Wealth CreationStock Market Products
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2006 (20 years)Registration #000299984Postcode4217
Bachelor of International BusinessSDIA Accreditation ProgramGraduate Diploma in Applied FinanceMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2006 (20 years)Registration #001006037Postcode4217
Bachelor of CommerceGraduate Diploma in Advanced AccountingMaster of CommerceChartered Accountant
SecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2007 (19 years)Registration #000458566Postcode4217
Bachelor of Commerce & Management (Finance)Bachelor of Commerce (2nd Hons)RG146Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2015 (11 years)Registration #001237196Postcode4217
Bachelor of Commerce (Financial Planning)Bachelor of Internatitonal BusinessTier 1 Margin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2016 (10 years)Registration #001245671Postcode4217
Bachelor of Business (Accounting)CFA Level 1Graduate Diploma in Applied Finance & InvestmentSecurities & Managed Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #001318974Postcode4217
Bachelor of Business
SecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Chevron Island, 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 Chevron Island, 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.