28 verified financial advisers

Financial Advisers in South Brisbane, QLD

Compare registered financial advisers in South Brisbane, Queensland. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for South Brisbane, Queensland is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 28 results

Rachel Barlow★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 1994 (32 years)
Registration #
001007321
Postcode
4101
📞 (07) 3391 5055🌐 Website
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared Investments AccreditationSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Scott Hartmann★★★★★ 5 (15 reviews)

HART ENSOLE PTY LTD
RegisteredTax Advice ✓
📍 18 Hardings Rd, Hunchy QLD 4555
Experience
Since 1998 (28 years)
Registration #
000250360
Postcode
4101
📞 0482 074 045🌐 Website
Bachelor of Business (Marketing)Diploma of Financial PlanningGradupate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marc Smith

SIRA GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001002671
Postcode
4101
📞 (03) 9909 7018🌐 Website
Bachelor of Business (Economics)Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Louise Donald★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1999 (27 years)
Registration #
000315359
Postcode
4101
📞 1800 455 118🌐 Website
Accredited Listed Product Adviser (ASX ALPA) ProgramDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Richard Aldridge★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2000 (26 years)
Registration #
000264210
Postcode
4101
📞 (07) 3391 5055🌐 Website
Bachelor of Business (Management)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Rosenberg★★★★ 4.2 (5 reviews)

ODYSSEY SPECIALIST GROUP PTY LTD
RegisteredTax Advice ✓
📍 580 State Route 10, Woolloongabba QLD 4102
Experience
Since 2004 (22 years)
Registration #
000278576
Postcode
4101
🌐 Website
Bachelor of BusinessDiploma of Financial Services (FP)Estate PlanningSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Dall'Alba★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2005 (21 years)
Registration #
001007324
Postcode
4101
📞 (07) 3391 5055🌐 Website
Bachelor of Business (Management)/Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceCertificate in Foundation Tax
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Desley Rae Zunker★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2006 (20 years)
Registration #
000279062
Postcode
4101
📞 1800 455 118🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Joseph Furness★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2008 (18 years)
Registration #
000261088
Postcode
4101
📞 (07) 3391 5055🌐 Website
Certified Financial PlannerSMSF SpecialistResponsible Manager AccreditationAccredited Investment Fiduciary
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Beth Louise Casey

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2009 (17 years)
Registration #
000341471
Postcode
4101
📞 1800 062 134🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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Matthew Atkinson

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004184
Postcode
4101
📞 1800 062 134🌐 Website
Bachelor of Information SystemsGraduate Diploma in Financial PlanningCertified Financial PlannerTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Meihua Nan

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2011 (15 years)
Registration #
001002520
Postcode
4101
📞 0414 971 806🌐 Website
Master of Business Administration (Marketing Management)Master of AccountingDiploma of Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Noak Broman-Minhas

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2011 (15 years)
Registration #
000402205
Postcode
4101
📞 0414 971 806🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate of Financial PlanningMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mary Therese Kelly★★★★ 4.4 (7 reviews)

MELIORA MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 U 5/22 Magnolia Dr, Brookwater QLD 4300
Experience
Since 2013 (13 years)
Registration #
000439761
Postcode
4101
📞 1300 970 021🌐 Website
Bachelor of ScienceDiploma of Financial Planning FNS50804Advanced Diploma of Financial Planning FNS60404Diploma of Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Owen Korn★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2013 (13 years)
Registration #
001001994
Postcode
4101
📞 (07) 3391 5055🌐 Website
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Gerrie De Wet★★★★ 4.2 (5 reviews)

ODYSSEY SPECIALIST GROUP PTY LTD
RegisteredTax Advice ✓
📍 580 State Route 10, Woolloongabba QLD 4102
Experience
Since 2014 (12 years)
Registration #
001007639
Postcode
4101
🌐 Website
Bachelor of CommerceBachelor of AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashlea Margaret Littler★★★★★ 5 (15 reviews)

HART ENSOLE PTY LTD
Registered
📍 18 Hardings Rd, Hunchy QLD 4555
Experience
Since 2015 (11 years)
Registration #
000468395
Postcode
4101
📞 0482 074 045🌐 Website
Diploma of Financial Services (Financial Planning)Self Managed Superannuation fundsGraduate Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dylon Mackriel★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249090
Postcode
4101
📞 1300 306 900🌐 Website
Bachelor of Accounting SciencesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEconomics and Legal Context for Financial Planning FPC001B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Natalie Hoh★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2016 (10 years)
Registration #
001249618
Postcode
4101
📞 (07) 3391 5055🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pei-Chun Helen Lee★★★★★ 4.9 (134 reviews)

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
Experience
Since 2017 (9 years)
Registration #
001258978
Postcode
4101
📞 (02) 4945 4700🌐 Website
Master of Business AdministrationMaster of Information SystemsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brodie Elise Hill

SIRA GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272726
Postcode
4101
📞 (03) 9909 7018🌐 Website
Bachelor of BusinessMasters of BusinessAdvanced Diploma of Financial PlanningClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Genelle Lea Henningham★★★★★ 5 (15 reviews)

HART ENSOLE PTY LTD
RegisteredTax Advice ✓
📍 18 Hardings Rd, Hunchy QLD 4555
Experience
Since 2018 (8 years)
Registration #
001270923
Postcode
4101
📞 0482 074 045🌐 Website
Bachelor of Commerce Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Alexander Guthrie★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2018 (8 years)
Registration #
001270746
Postcode
4101
📞 (07) 3391 5055🌐 Website
Diploma of Financial PlanningBachelor of Business and CommerceEFN520 Behavioural Client ManagementAYN457 Financial Planning Principles and Regulation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Keith Allen★★★★ 4.2 (5 reviews)

ODYSSEY SPECIALIST GROUP PTY LTD
RegisteredTax Advice ✓
📍 580 State Route 10, Woolloongabba QLD 4102
Experience
Since 2022 (4 years)
Registration #
001293581
Postcode
4101
🌐 Website
Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian William Fraser★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2025 (1 years)
Registration #
001306324
Postcode
4101
📞 (07) 3391 5055🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Robert David Parkinson★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2025 (1 years)
Registration #
000397927
Postcode
4101
📞 (07) 3391 5055🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Timothy Charles Whittle★★★★ 4.4 (7 reviews)

MGD WEALTH LTD
RegisteredTax Advice ✓
📍 175 Melbourne St, South Brisbane QLD 4101
Experience
Since 2025 (1 years)
Registration #
001309057
Postcode
4101
📞 (07) 3391 5055🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Bryan Heinzelmann★★★★ 4.2 (5 reviews)

ODYSSEY SPECIALIST GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 580 State Route 10, Woolloongabba QLD 4102
Registration #
001316513
Postcode
4101
🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Brisbane City, QLD 394 listings · 1km Brisbane, QLD 429 listings · 1km West End, QLD 37 listings · 1km Kangaroo Point, QLD 10 listings · 2km Milton, QLD 88 listings · 2km Spring Hill, QLD 43 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in South Brisbane, 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 South Brisbane, 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.