How to choose a financial adviser
When choosing a financial adviser in Pialba, 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.
📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2002 (24 years)Registration #001003534Postcode4655
Diploma of Financial Planning Competencies (Modules 1-4)Advanced Diploma of Financial Planning Competencies (Modules 5-8)Self Managed Superannuation Funds CourseMargin Lending and Geared Investments Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000302999Postcode4655
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2004 (22 years)Registration #000278371Postcode4655
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial PlanningDiploma of Financial Services (Financial PlanningMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2005 (21 years)Registration #000253547Postcode4655
Business Law 51123Taxation Law & Practice 1 (1993)Bachelor of Business (Professional Accounting)Certified Practising Accountant
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2009 (17 years)Registration #000415415Postcode4655
Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSFCourseBachelor of Business (Banking & Finance)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2A/59 Oxford St, Bulimba QLD 4171
ExperienceSince 2009 (17 years)Registration #001007845Postcode4655
Bachelor of Business (Agricultural Commerce)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist AdvisorEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2A/59 Oxford St, Bulimba QLD 4171
ExperienceSince 2014 (12 years)Registration #001002720Postcode4655
Bachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 17 Dana St, Ballarat Central VIC 3350
ExperienceSince 2015 (11 years)Registration #001237866Postcode4655
Masters of Occupational Therapy StudiesCavendish & ICFS Specialist SMSF CourseAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2018 (8 years)Registration #001269100Postcode4655
Bachelor of Science (Human Movement)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
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 Pialba, 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 Pialba, 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.