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.
📍 26 Hampton St, East Brisbane QLD 4169
ExperienceSince 1989 (37 years)Registration #000336962Postcode4169
BACHELOR OF BUSINESSBachelor of Business,Accounting & Company Secretary LawMASTER OF BUSINESS ADMINISTRATIONBACHELOR OF BUSINESS
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1990 (36 years)Registration #000250436Postcode4169
Entry Level CompetenciesRisk Management and Insurance Planning (DFP2)Superannuation and Retirement PlanningInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/8 Mowbray Terrace, East Brisbane QLD 4169
ExperienceSince 1994 (32 years)Registration #000235817Postcode4169
DFP 1-4Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1 Latrobe St, East Brisbane QLD 4169
ExperienceSince 1995 (31 years)Registration #001000318Postcode4169
Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Certified Financial PlannerSelf Managed Super Fund Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 26 Hampton St, East Brisbane QLD 4169
ExperienceSince 1996 (30 years)Registration #000261073Postcode4169
Certified Financial Planner (CFP)Certified Financial Planner (CFP)Certified Financial PlannerDiploma of Financial Planning (DFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 15/388 George St, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #001263633Postcode4169
Investment Planning 1Superannuation & Retirement PlanningRegulatory Guide 146 Assessment
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 Level 1/30 Lisburn St, East Brisbane QLD 4169
ExperienceSince 2003 (23 years)Registration #000245007Postcode4169
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFellow Chartered Financial Practioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2004 (22 years)Registration #000274077Postcode4169
Advanced Diploma Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 67 Lytton Rd, East Brisbane QLD 4169
ExperienceSince 2006 (20 years)Registration #000307479Postcode4169
Bachelor of CommerceMasters of Financial PlanningSelf Managed Super Fund AccreditationEthics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2009 (17 years)Registration #000333702Postcode4169
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
Is this you? Claim this listing →
📍 Level 1/30 Lisburn St, East Brisbane QLD 4169
ExperienceSince 2010 (16 years)Registration #000342362Postcode4169
Graduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsMaster of Applied FinanceAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 14/13 Church St, Hawthorn VIC 3122
ExperienceSince 2010 (16 years)Registration #000344208Postcode4169
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
Is this you? Claim this listing →
📍 63 Old Cleveland Rd, Stones Corner QLD 4120
ExperienceSince 2012 (14 years)Registration #000418160Postcode4169
Bachelor of Business (Accounting)SMSF StrategiesDiploma of Financial PlanningEconomic and Legal Context for Financial Planning
Self-Managed Super (SMSF)
Is this you? Claim this listing →
📍 17 Dana St, Ballarat Central VIC 3350
ExperienceSince 2012 (14 years)Registration #000427457Postcode4169
Bachelor of Business (Accounting)Diploma of Financial PlanningSMSF SpecialistAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 26 Hampton St, East Brisbane QLD 4169
ExperienceSince 2013 (13 years)Registration #000433130Postcode4169
Securities AccreditationAccredited Derivatives Adviser Level 2Accredited Derivatives Adviser level 1Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
ExperienceSince 2016 (10 years)Registration #001245244Postcode4226
Bachelor of Commerce (Economics)Bachelor of Commerce (Honours)Master of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
ExperienceSince 2017 (9 years)Registration #001256531Postcode4169
Bachelor of Management StudiesMaster of Financial Management (Professional)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
ExperienceSince 2024 (2 years)Registration #001307971Postcode4169
2105AFE Introduction to Business Law2150AFE Taxation LawBachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 1/30 Lisburn St, East Brisbane QLD 4169
ExperienceSince 2025 (1 years)Registration #001311139Postcode4169
Bachelor of CommerceSMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 26 Hampton St, East Brisbane QLD 4169
ExperienceSince 2025 (1 years)Registration #001311900Postcode4169
Bachelor of Business (Finance)Applied Finance & InvestmentProfessionalism & Ethics in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 26 Hampton St, East Brisbane QLD 4169
ExperienceSince 2025 (1 years)Registration #001311900Postcode4169
Bachelor of Business (Finance)Applied Finance & InvestmentProfessionalism & Ethics in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 67 Lytton Rd, East Brisbane QLD 4169
Registration #001317375Postcode4169
Master of Business (Applied Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →
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.