How to choose a financial adviser
When choosing a financial adviser in Redcliffe, 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.
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1990 (36 years)Registration #000341381Postcode4020
Bachelor of CommerceMasters of Business Administration
SuperannuationSecuritiesDerivativesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1990 (36 years)Registration #000263880Postcode4020
Diploma of Financial Planning (DFP 1-8)RG146 Provide advice in Margin LendingSMSF Specialist Online CourseMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1994 (32 years)Registration #000259114Postcode4020
Financial ServicesMargin Lending and Geared InvestmentsMember of the Australian Institute of ManagementStockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1995 (31 years)Registration #000259400Postcode4020
Financial Services
SuperannuationSecuritiesGovernment Debentures
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📍 118 Sutton St, Redcliffe QLD 4020
ExperienceSince 1997 (29 years)Registration #000231134Postcode4020
Diploma of Financial PlanningMasters of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2001 (25 years)Registration #000259644Postcode4020
Bachelor of Business (Accountancy)Graduate Diploma of Advanced AccountingMasters of Business AdministrationGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 118 Sutton St, Redcliffe QLD 4020
ExperienceSince 2003 (23 years)Registration #001008687Postcode4020
B. BusCertificate of Superannuation ManagementCommissioner for DeclarationsGrad. Dip. Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 118 Sutton St, Redcliffe QLD 4020
ExperienceSince 2003 (23 years)Registration #000274027Postcode4020
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2006 (20 years)Registration #000295165Postcode4020
Bachelor of Business (Tourism)Bachelor of Business (Honours)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2008 (18 years)Registration #000332575Postcode4020
Bachelor of Commerce (Law Fin)Diploma Financial Services(Financial Planning) FNS50804RG146 Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #000468453Postcode4020
Bachelor of BusinessGraduate Diploma in Business AdministrationExecutive MBAIPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 118 Sutton St, Redcliffe QLD 4020
ExperienceSince 2014 (12 years)Registration #000332443Postcode4020
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/115 Pitt St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001242539Postcode4020
Bachelor of CommerceChartered Accountant (CA)Graduate Diploma in Business (Professional Accounting)SMSF Strategies
Superannuation
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Redcliffe, 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 Redcliffe, 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.