How to choose a financial adviser
When choosing a financial adviser in Noosa Heads, Queensland, start with three checks: confirm their ASIC registration is current, review their listed qualifications (Diploma of Financial Planning is the entry-level standard; CFP® and similar designations indicate further study), and read their Financial Services Guide before any meeting. Most advisers in this region operate under an Australian Financial Services Licence (AFSL) granted to a licensee — that licensee is named on each listing. The licensee carries professional indemnity insurance and is the entity you would contact through external dispute resolution (AFCA) if a complaint arose. Initial consultations are usually free; ongoing fees apply once you sign a Statement of Advice covering the agreed strategy.
📍 Level 29/101 Collins St, Melbourne VIC 3000
ExperienceSince 1989 (37 years)Registration #001235042Postcode4567
Australian Certified Investment PlannerDiploma in Financial MarketsPS146 Compliance ProgramMargin Lending & Geared Investments
SecuritiesGovernment Debentures
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📍 Level 29/101 Collins St, Melbourne VIC 3000
ExperienceSince 1990 (36 years)Registration #001001965Postcode4567
PS146 Compliance ProgramSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 2Margin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Level 29/101 Collins St, Melbourne VIC 3000
ExperienceSince 1996 (30 years)Registration #000243252Postcode4567
Bachelor of EconomicsSDIA Accreditation Program (PS146)Stockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001250749Postcode4567
SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 2 ASXDeposit Products and Non-Cash payments
SecuritiesDerivativesForeign Exchange
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📍 Level 29/101 Collins St, Melbourne VIC 3000
ExperienceSince 1999 (27 years)Registration #001001137Postcode4567
Bachelor of Business (International Business)PS146 Compliance ProgramPS146 Compliance ProgramSDIA Accreditation Program Assessment
SuperannuationSecuritiesGovernment Debentures
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📍 Fortitude St, Fortitude Valley QLD 4006
ExperienceSince 1999 (27 years)Registration #001002031Postcode4567
Bachelor of Arts (Economics)Master of Business Administration (Financial Management)Certified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #000427052Postcode4567
Bachelor of Financial Administration (Accountancy)Master of Commerce (Taxation Studies)Certified Practising AccountantSMSF Specialist Advisor
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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📍 5/41 Sunshine Beach Rd, Noosa Heads QLD 4567
ExperienceSince 2003 (23 years)Registration #001000777Postcode4567
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 29/101 Collins St, Melbourne VIC 3000
ExperienceSince 2006 (20 years)Registration #001005788Postcode4567
Self Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2 ExamMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2012 (14 years)Registration #001003159Postcode4567
Bachelor of CommerceDiploma of Financial Services (Superannuation)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #000431072Postcode4567
Bachelor of CommerceBachelor of LawsCertificate IV in Finance and Mortgage BrokingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2014 (12 years)Registration #000455060Postcode4567
Bachelor of CommerceRG146 Diploma (incl SMSF)Graduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 18/225 George St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #000470576Postcode4567
Bachelor of Commerce (Financial Planning and Accounting)Financial Planner AFP (FPA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2016 (10 years)Registration #001246248Postcode4567
Master of Professional AccountingCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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📍 Level 29/101 Collins St, Melbourne VIC 3000
Registration #001320056Postcode4567
Bachelor of Business (Financial Planning)
SecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Noosa Heads, 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 Noosa Heads, 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.