Verifying registration and authorisations
Every financial adviser shown for Hermit Park, Queensland is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 level 3/240 Queen St, Brisbane City QLD 4000
ExperienceSince 1996 (30 years)Registration #000249915Postcode4812
Certified Financial PlannerDiploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2001 (25 years)Registration #000242861Postcode4812
Bachelor of ScienceAdvanced DiplomaCFPClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2003 (23 years)Registration #000242908Postcode4812
Bachelor of CommerceGraduate DiplomaCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2004 (22 years)Registration #000281964Postcode4812
Bachelor of CommerceAdvanced DiplomaCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2005 (21 years)Registration #000284148Postcode4812
Associate Diploma of Business (Banking & Finance)Certificate in Applied Self-Managed Super Fund AdviceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2007 (19 years)Registration #000345060Postcode4812
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2013 (13 years)Registration #000436471Postcode4812
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2016 (10 years)Registration #001251597Postcode4812
Bachelor of Business (Economics and Regional Development)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2018 (8 years)Registration #001273290Postcode4812
Diploma of Financial Services (Financial Planning)Bachelor of Business (Accounting)Ethics and Professionalism in Financial AdviceSuperannuation and Retirement
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2018 (8 years)Registration #001273263Postcode4812
Bachelor of Business (Financial Management & Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 62 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2023 (3 years)Registration #001298801Postcode4812
Bachelor of Business (Management and Financial Planning)Ethics and Professionalism in Financial AdviceTaxation for Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 50 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2025 (1 years)Registration #001311372Postcode4812
Diploma of Financial PlanningBachelor Of Business
SuperannuationLife InsuranceLife Investment
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📍 50 Charters Towers Rd, Hermit Park QLD 4812
ExperienceSince 2025 (1 years)Registration #001311372Postcode4812
Diploma of Financial PlanningBachelor Of Business
SuperannuationLife InsuranceLife Investment
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Hermit Park, 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 Hermit Park, 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.