10 verified financial advisers

Financial Advisers in Maryborough, QLD

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

Verifying registration and authorisations

Every financial adviser shown for Maryborough, 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 10 results

Elissa J Karrasch

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1991 (35 years)
Registration #
000246395
Postcode
4650
📞 0414 971 806🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lyndal Jane Winnett

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1994 (32 years)
Registration #
000259711
Postcode
4650
📞 (07) 5406 5000🌐 Website
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bryce Norman Karrasch

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1996 (30 years)
Registration #
000246394
Postcode
4650
📞 0414 971 806🌐 Website
Bachelor of BusinessCPA ProgramSMSFMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marvin Lyle Reck

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000324621
Postcode
4650
📞 1800 738 473🌐 Website
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Jason Bradley Ferguson★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2000 (26 years)
Registration #
000247920
Postcode
4650
📞 0450 737 737🌐 Website
Advanced Diploma Of Financial ServicesCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Victor Winnett

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 2002 (24 years)
Registration #
000259712
Postcode
4650
📞 (07) 5406 5000🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katie Leigh Mckenna★★★★★ 5 (23 reviews)

CHPW FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000294074
Postcode
4650
📞 (03) 8610 6396🌐 Website
Diploma of Financial Services (Financial Planning)Certificate IV in Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Andrew Hateley

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000354230
Postcode
4650
📞 (03) 9209 9777🌐 Website
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rachelle Heather Wilson

SMSF ADVISERS NETWORK PTY LTD
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2015 (11 years)
Registration #
001247789
Postcode
4650
📞 1800 906 456🌐 Website
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
Superannuation
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Rebecca Kilpatrick

INFOCUS SECURITIES AUSTRALIA PTY LTD
Not Registered
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Registration #
001299856
Postcode
4650
📞 (07) 5406 5000🌐 Website
25142 Introductory & Contract LawFPC006 Tax and Commercial Law for Financial PlanningMaster of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

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Nearby Financial Advisers

Hervey Bay, QLD 7 listings · 15km Pialba, QLD 9 listings · 31km Bundaberg West, QLD 11 listings · 60km Gympie, QLD 6 listings · 74km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Maryborough, 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 Maryborough, 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.