18 verified financial advisers

Financial Advisers in Ipswich, QLD

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

Verifying registration and authorisations

Every financial adviser shown for Ipswich, 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.

Showing 18 results

Anthony John Peachey

PEACHEYS INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
Experience
Since 1988 (38 years)
Registration #
000244253
Postcode
4305
Bachelor in Agricultural ScienceDiploma in SecuritiesDiploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

David Ian Southwood

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001006821
Postcode
4305
📞 (02) 9904 2792🌐 Website
Certified Financial PlannerDiploma of Financial PlanningFPC006 Taxation for Financial PlanningSMSF Masterclass
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Matthew John Lee★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 1997 (29 years)
Registration #
000244995
Postcode
4305
📞 (07) 5574 0244
Diploma of Financial Planning CompetenciesEthics and Professionalism in Financial Advice Course (FPC002B)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Paul Bevan Schimke★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 1997 (29 years)
Registration #
000245189
Postcode
4305
📞 (07) 5574 0244
Superannuation and Retirement PlanningGeneric Financial PlanningRisk ManagementManaged Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Dianne Louise Charman★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1998 (28 years)
Registration #
000342654
Postcode
4305
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningGraduate Certificate in Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Maria Jan Ricketts

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
000241031
Postcode
4305
📞 (03) 9328 3900
Certified Financial PlannerDiploma of Financial PlanningBachelor of BusinessFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Paul Korst

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000258072
Postcode
4305
📞 (02) 9904 2792🌐 Website
Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningMargin LendingSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Andrew John Risson★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000231892
Postcode
4305
📞 1300 732 266🌐 Website
Bachelor of CommerceMargin Lending & Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Edan Wilson★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2005 (21 years)
Registration #
000344683
Postcode
4305
📞 (02) 9328 0876🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ryan Paul Dobbrick

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000319015
Postcode
4305
📞 (02) 9904 2792🌐 Website
Bachelor of CommerceBachelor of Science (Computer Science)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Megan Kate Neale

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001003466
Postcode
4305
📞 (02) 9904 2792🌐 Website
Diploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Planning FNS60410Self Managed Superannuation FundsFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Shelly Suninder Singh Felagai★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2014 (12 years)
Registration #
000436310
Postcode
4305
📞 (07) 5574 0244
Bachelor of Business (International Business and Marketing)Diploma of Financial PlanningAdvanced Diploma Financial PlanningEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Michelle Joanne Jones

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2017 (9 years)
Registration #
001255687
Postcode
4305
📞 0414 971 806🌐 Website
Bachelor of Commerce (Accounting & Finance)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)TASA and the TPB Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Agnes Sylvia Erdosi★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 2018 (8 years)
Registration #
001263236
Postcode
4305
📞 (07) 5557 3000🌐 Website
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)TASA TPB Code of Professional ConductEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Christopher Railton★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 2018 (8 years)
Registration #
001271833
Postcode
4305
📞 (07) 5557 3000🌐 Website
Bachelor of Commerce (Professional) (Financial Planning)Ethics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Barton Willis★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 2025 (1 years)
Registration #
001311018
Postcode
4305
📞 (07) 5557 3000🌐 Website
Bachelor of Commerce (Financial Planning)Margin LendingSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brendon Mark Knight★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2025 (1 years)
Registration #
001312667
Postcode
4305
📞 (02) 9328 0876🌐 Website
FPE020 SMSF Regulation and TaxationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kurt Chapman★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 2025 (1 years)
Registration #
001311017
Postcode
4305
📞 (07) 5557 3000🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →

Nearby Financial Advisers

North Ipswich, QLD 2 listings · 0m East Ipswich, QLD 3 listings · 2km Karana Downs, QLD 2 listings · 3km Augustine Heights, QLD 2 listings · 13km Boonah, QLD 2 listings · 15km Pullenvale, QLD 2 listings · 16km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Ipswich, 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 Ipswich, 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.