How to choose a financial adviser
When choosing a financial adviser in Paddington, 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.
📍 5 Latrobe Ter, Paddington QLD 4064
ExperienceSince 2007 (19 years)Registration #000316506Postcode4064
Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared InvestmentsMaster of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2008 (18 years)Registration #001004117Postcode4064
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 33 Cranbourne-Frankston Rd, Langwarrin VIC 3910
ExperienceSince 2008 (18 years)Registration #000321929Postcode4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Building, 26 Best Ave, Mosman NSW 2088
ExperienceSince 2011 (15 years)Registration #000412968Postcode4064
Bachelor of Business (Marketing)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/120 Wood St, Mackay QLD 4740
ExperienceSince 2015 (11 years)Registration #001007697Postcode4064
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5 Latrobe Ter, Paddington QLD 4064
ExperienceSince 2015 (11 years)Registration #001007602Postcode4064
Diploma of Financial Service (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2016 (10 years)Registration #000448243Postcode4064
Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation Course (FPE020)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 5 Latrobe Ter, Paddington QLD 4064
ExperienceSince 2018 (8 years)Registration #001270638Postcode4064
Bachelor of CommerceEthics and Professionalism in Financial AdviceSMSF and regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5 Latrobe Ter, Paddington QLD 4064
ExperienceSince 2022 (4 years)Registration #001294780Postcode4064
Bachelor of Business (Financial Planning & Marketing)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5 Latrobe Ter, Paddington QLD 4064
ExperienceSince 2024 (2 years)Registration #001309038Postcode4064
financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
Registration #001313218Postcode4064
Bachelor of Commerce (Financial Planning and Behavioural Science)
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Paddington, 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 Paddington, 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.