6 verified financial advisers

Financial Advisers in Stafford, QLD

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

Verifying registration and authorisations

Every financial adviser shown for Stafford, 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 6 results

Mark Robert Taylor

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000242607
Postcode
4053
📞 (03) 9209 9777🌐 Website
Bachelor of Business (Management)Certified Financial Planner (CFP)Post Graduate Diploma in ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Meena Bebawy

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000393036
Postcode
4053
📞 (03) 9209 9777🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of CommerceChartered Tax Adviser (CTA)Institute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Kenneth Fleming

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2013 (13 years)
Registration #
001006516
Postcode
4053
📞 0414 971 806🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Sciacca

FUTURO FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 3/240 Queen St, Brisbane City QLD 4000
Experience
Since 2013 (13 years)
Registration #
000433394
Postcode
4053
📞 (07) 3018 0400🌐 Website
Bachelor of Financial AdministrationDiploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stewart Myles Mckenzie-Fowle

SMSF ADVISERS NETWORK PTY LTD
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2016 (10 years)
Registration #
001249646
Postcode
4053
📞 1800 906 456🌐 Website
Bachelor of BusinessChartered Accountant ProgramMaster of CommerceFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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Nicholas Casey Styman

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2018 (8 years)
Registration #
001273028
Postcode
4053
📞 0414 971 806🌐 Website
Bachelor of Commerce (Finance)Bachelor of International BusinessSpecialist SMSF CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

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Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Stafford, 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 Stafford, 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.