How to choose a financial adviser
When choosing a financial adviser in Red Hill, 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.
📍 16 Princess St, Kew VIC 3101
ExperienceSince 1984 (42 years)Registration #000267287Postcode4059
Diploma of Financial PlanningEthics & Professionalism in Financial AdviceClient Engagement SkillsResponsible Investment Association Australasia
SuperannuationSecuritiesGovernment DebenturesRSA Products
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📍 16 Princess St, Kew VIC 3101
ExperienceSince 2003 (23 years)Registration #000242000Postcode4059
Bachelor of Business (International Business)Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #000242242Postcode4059
Diploma of Financial PlanningDiploma of Technical AnalysisCertified Financial PlannerCertificate IV in Financial Services ( Finance/ Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000269242Postcode4059
Diploma of Financial PlanningCertificate IV in Financial Services (Finance / Mortgage Broking)Diploma of Finance and Mortgage Broking ManagementFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
ExperienceSince 2010 (16 years)Registration #000355556Postcode4059
Bachelor of CommerceDiploma Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16 Princess St, Kew VIC 3101
ExperienceSince 2011 (15 years)Registration #000410555Postcode4059
Diploma of Financial PlanningBachelor Business (Finance)Accredited Aged Care ProfessionalAged Care Steps
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16 Princess St, Kew VIC 3101
ExperienceSince 2018 (8 years)Registration #001271377Postcode4059
Bachelor of Commerce (Accounting)Bachelor of Laws (Commercial Law Specialisation)Advanced Diploma of Financial Services (Financial Planning)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/41 Mount St, Burnie TAS 7320
ExperienceSince 2024 (2 years)Registration #001307359Postcode4059
Bachelor of Business (Business Management)Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2025 (1 years)Registration #001314799Postcode4059
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2025 (1 years)Registration #001314414Postcode4059
Bachelor of Commerce (Accounting and Financial Planning)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 Red Hill, 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 Red Hill, 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.