How to choose a financial adviser
When choosing a financial adviser in Noosaville, 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 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1998 (28 years)Registration #000245050Postcode4566
ASX Accredited Listed Products Adviser (ALPA) ProgramCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 1999 (27 years)Registration #000244951Postcode4566
Bachelor of BusinessDiploma of Financial Planning (8 units)Self Managed Superannuation Funds Adviser CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2001 (25 years)Registration #000274543Postcode4566
Bachelor of ScienceGraduate Diploma of Applied Finance & InvestmentDiploma of Technical AnalysisMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2001 (25 years)Registration #000279018Postcode4566
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) Education ProgramASX Accredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2002 (24 years)Registration #001005237Postcode4566
Bachelor of Business (Banking and Finance)Investment Planning 1Retirement Planning and Principles CourseMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2004 (22 years)Registration #000268338Postcode4566
Bachelor of EconomicsSDIA Accreditation ProgramEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2014 (12 years)Registration #000461484Postcode4566
Arts / Philosophy (Honours)Diploma of Financial PlanningSMSF ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001243783Postcode4566
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 8-10/28 Eenie Ck Rd, Noosaville QLD 4566
ExperienceSince 2018 (8 years)Registration #000300882Postcode4566
Bachelor of CommerceCertified Practising AccountantPS146 Insurance & InvestmentsFNS10 Financial Services Traing Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2018 (8 years)Registration #001270175Postcode4566
Bachelor of EconomicsGraduate Diploma of Financial PlanningDiploma of Financial PlanningAged Care Accredited Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001269862Postcode4566
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMaster of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2021 (5 years)Registration #001286096Postcode4566
Bachelor of Business (Accounting)Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2024 (2 years)Registration #001285752Postcode4566
Bachelor of Business / Bachelor of Commerce (Accounting)FPC002B Ethics and Professionalism in Financial AdviceIntroduction to Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Noosaville, 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 Noosaville, 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.