What to expect from the engagement
Engaging a financial adviser for Gladstone, 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.
📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 1990 (36 years)Registration #000307394Postcode4680
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 1995 (31 years)Registration #000302896Postcode4680
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2008 (18 years)Registration #000329603Postcode4680
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2009 (17 years)Registration #000336998Postcode4680
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2013 (13 years)Registration #000433396Postcode4680
Diploma of Financial PlanningMargin LendingBachelor of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2013 (13 years)Registration #000429655Postcode4218
Margin Lending and Geared Investments CourseDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2015 (11 years)Registration #001233792Postcode4680
Certificate 4 in Financial ServicesCore 1 Securities & Managed Investments Accreditation ProgramBachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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📍 Level 5/95 Pitt St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #001234469Postcode4680
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2016 (10 years)Registration #001250101Postcode4680
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001270039Postcode4680
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2018 (8 years)Registration #001261294Postcode4680
Bachelor of Business ManagementDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Registration #001317401Postcode4680
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
Registration #001316607Postcode4680
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Gladstone, 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 Gladstone, 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.