22 verified financial advisers

Financial Advisers in East Brisbane, QLD

Compare registered financial advisers in East Brisbane, Queensland. All listings sourced from the ASIC Financial Advisers Register.

What to expect from the engagement

Engaging a financial adviser for East Brisbane, 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.

Showing 22 results

Mario Andrado

CARPETA PTY LTD
RegisteredTax Advice ✓
📍 26 Hampton St, East Brisbane QLD 4169
Experience
Since 1989 (37 years)
Registration #
000336962
Postcode
4169
📞 (07) 3337 2900🌐 Website
BACHELOR OF BUSINESSBachelor of Business,Accounting & Company Secretary LawMASTER OF BUSINESS ADMINISTRATIONBACHELOR OF BUSINESS
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley James Bell

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
000250436
Postcode
4169
📞 1300 663 334🌐 Website
Entry Level CompetenciesRisk Management and Insurance Planning (DFP2)Superannuation and Retirement PlanningInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Christopher Hastings

HASTINGS WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 1/8 Mowbray Terrace, East Brisbane QLD 4169
Experience
Since 1994 (32 years)
Registration #
000235817
Postcode
4169
📞 (07) 3393 1300🌐 Website
DFP 1-4Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Dean Mckinnon★★★★★ 5 (3 reviews)

MCKINNON FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 1 Latrobe St, East Brisbane QLD 4169
Experience
Since 1995 (31 years)
Registration #
001000318
Postcode
4169
📞 1300 261 373🌐 Website
Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Certified Financial PlannerSelf Managed Super Fund Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kyriacos Nicos Karalouka

CARPETA PTY LTD
RegisteredTax Advice ✓
📍 26 Hampton St, East Brisbane QLD 4169
Experience
Since 1996 (30 years)
Registration #
000261073
Postcode
4169
📞 (07) 3337 2900🌐 Website
Certified Financial Planner (CFP)Certified Financial Planner (CFP)Certified Financial PlannerDiploma of Financial Planning (DFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Tavis Mackenzie★★★★ 4.3 (6 reviews)

OPENMARKETS AUSTRALIA LIMITED
Registered
📍 Level 15/388 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001263633
Postcode
4169
📞 1300 769 433🌐 Website
Investment Planning 1Superannuation & Retirement PlanningRegulatory Guide 146 Assessment
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Benedict William Littleton★★★★ 4.2 (5 reviews)

PRFP PTY LTD
RegisteredTax Advice ✓
📍 Level 1/30 Lisburn St, East Brisbane QLD 4169
Experience
Since 2003 (23 years)
Registration #
000245007
Postcode
4169
📞 (07) 3391 7566🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFellow Chartered Financial Practioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kevin Francis Mccarthy

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2004 (22 years)
Registration #
000274077
Postcode
4169
📞 1800 062 134🌐 Website
Advanced Diploma Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Barbouttis★★★★ 3.7 (6 reviews)

SIRIUS FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 67 Lytton Rd, East Brisbane QLD 4169
Experience
Since 2006 (20 years)
Registration #
000307479
Postcode
4169
📞 (07) 3123 6867
Bachelor of CommerceMasters of Financial PlanningSelf Managed Super Fund AccreditationEthics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kim Holmes Wood

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000333702
Postcode
4169
📞 (03) 9209 9777🌐 Website
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningFNS40815 Certificate IV in Finance and Mortgage BrokingSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Peter Wilson★★★★ 4.2 (5 reviews)

PRFP PTY LTD
RegisteredTax Advice ✓
📍 Level 1/30 Lisburn St, East Brisbane QLD 4169
Experience
Since 2010 (16 years)
Registration #
000342362
Postcode
4169
📞 (07) 3391 7566🌐 Website
Graduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsMaster of Applied FinanceAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jamie Darren Griffiths★★★★★ 5 (62 reviews)

NEOWEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 14/13 Church St, Hawthorn VIC 3122
Experience
Since 2010 (16 years)
Registration #
000344208
Postcode
4169
📞 (03) 9852 7440🌐 Website
Bachelor of CommerceCertificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Advice in Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Canio Muscillo

STRATEGIC SELF MANAGED SUPER ADVISORS PTY LTD
Registered
📍 63 Old Cleveland Rd, Stones Corner QLD 4120
Experience
Since 2012 (14 years)
Registration #
000418160
Postcode
4169
📞 (07) 3421 6100🌐 Website
Bachelor of Business (Accounting)SMSF StrategiesDiploma of Financial PlanningEconomic and Legal Context for Financial Planning
Self-Managed Super (SMSF)
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Sebastian Michael Mazza★★★★★ 4.9 (56 reviews)

HUNTER GREEN PTY LTD
RegisteredTax Advice ✓
📍 17 Dana St, Ballarat Central VIC 3350
Experience
Since 2012 (14 years)
Registration #
000427457
Postcode
4169
🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningSMSF SpecialistAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mircea Vlad Robu

CARPETA PTY LTD
Registered
📍 26 Hampton St, East Brisbane QLD 4169
Experience
Since 2013 (13 years)
Registration #
000433130
Postcode
4169
📞 (07) 3337 2900🌐 Website
Securities AccreditationAccredited Derivatives Adviser Level 2Accredited Derivatives Adviser level 1Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthonie Christoffel Bosch★★★★★ 4.9 (36 reviews)

HAVANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
Experience
Since 2016 (10 years)
Registration #
001245244
Postcode
4226
📞 (02) 9161 1005🌐 Website
Bachelor of Commerce (Economics)Bachelor of Commerce (Honours)Master of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hardik Sheth★★★★★ 4.9 (36 reviews)

HAVANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
Experience
Since 2017 (9 years)
Registration #
001256531
Postcode
4169
📞 (02) 9161 1005🌐 Website
Bachelor of Management StudiesMaster of Financial Management (Professional)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Myles Zaffino★★★★★ 4.9 (36 reviews)

HAVANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
Experience
Since 2024 (2 years)
Registration #
001307971
Postcode
4169
📞 (02) 9161 1005🌐 Website
2105AFE Introduction to Business Law2150AFE Taxation LawBachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clayton Traynor★★★★ 4.2 (5 reviews)

PRFP PTY LTD
RegisteredTax Advice ✓
📍 Level 1/30 Lisburn St, East Brisbane QLD 4169
Experience
Since 2025 (1 years)
Registration #
001311139
Postcode
4169
📞 (07) 3391 7566🌐 Website
Bachelor of CommerceSMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Geoffrey Moloney

CARPETA PTY LTD
Registered
📍 26 Hampton St, East Brisbane QLD 4169
Experience
Since 2025 (1 years)
Registration #
001311900
Postcode
4169
📞 (07) 3337 2900🌐 Website
Bachelor of Business (Finance)Applied Finance & InvestmentProfessionalism & Ethics in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Geoffrey Moloney

CARPETA PTY LTD
Registered
📍 26 Hampton St, East Brisbane QLD 4169
Experience
Since 2025 (1 years)
Registration #
001311900
Postcode
4169
📞 (07) 3337 2900🌐 Website
Bachelor of Business (Finance)Applied Finance & InvestmentProfessionalism & Ethics in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Hsin-Hui Cheng★★★★ 3.7 (6 reviews)

SIRIUS FINANCIAL ADVISERS PTY LTD
Not RegisteredTax Advice ✓
📍 67 Lytton Rd, East Brisbane QLD 4169
Registration #
001317375
Postcode
4169
📞 (07) 3123 6867
Master of Business (Applied Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Nearby Financial Advisers

Woolloongabba, QLD 18 listings · 1km Kangaroo Point, QLD 10 listings · 1km Stones Corner, QLD 16 listings · 2km Norman Park, QLD 2 listings · 2km New Farm, QLD 2 listings · 2km Coorparoo, QLD 7 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in East Brisbane, 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 East Brisbane, 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.