What to expect from the engagement
Engaging a financial adviser for Stones Corner, Queensland follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
📍 1/52 Old Cleveland Rd, Greenslopes QLD 4120
ExperienceSince 2000 (26 years)Registration #000244937Postcode4120
Bachelor of BusinessDiploma of Financial Planning (8 units)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2000 (26 years)Registration #000239507Postcode4120
Bachelor of Business (Accountancy)Diploma of Financial PlanningSelf Managed Superannuation FundsMaster of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/52 Old Cleveland Rd, Greenslopes QLD 4120
ExperienceSince 2002 (24 years)Registration #001000192Postcode4120
Bachelor of CommerceDiploma of StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 101/89 Old Cleveland Rd, Stones Corner QLD 4120
ExperienceSince 2002 (24 years)Registration #000225030Postcode4120
Bachelor of Business (Banking and Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/52 Old Cleveland Rd, Greenslopes QLD 4120
ExperienceSince 2003 (23 years)Registration #001000191Postcode4120
Bachelor of CommerceGraduate Diploma in Finacial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2005 (21 years)Registration #000339041Postcode4120
Bachelor of Business (Accountancy)CPA ProgramDiploma of Financial Services (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 5/2-6 Kingsway, Cronulla NSW 2230
ExperienceSince 2005 (21 years)Registration #000284348Postcode4120
Bachelor of CommerceGraduate Diploma Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 101/89 Old Cleveland Rd, Stones Corner QLD 4120
ExperienceSince 2006 (20 years)Registration #000300230Postcode4120
Bachelor of Commerce (Financial Planning and Investments)ASX Listed Products Accreditation CourseCertified Financial PlannerMargin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2007 (19 years)Registration #000339042Postcode4120
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2012 (14 years)Registration #000401806Postcode4120
Bachelor of Commerce (Financial Planning)ASX SecuritiesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/52 Old Cleveland Rd, Greenslopes QLD 4120
ExperienceSince 2014 (12 years)Registration #000459457Postcode4120
Advanced Diploma of Financial PlanningFCHFPAccredited Aged Age ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2018 (8 years)Registration #001237108Postcode4120
Bachelor of Commerce (Financial Planning)Margin LendingSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2018 (8 years)Registration #001270109Postcode4120
Diploma of Financial PlanningBachelor of Business (Finance)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2018 (8 years)Registration #001271955Postcode4120
Bachelor of Business (International Business)/Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2024 (2 years)Registration #001305342Postcode4120
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1, Unit 3/416 Logan Rd, Stones Corner QLD 4120
ExperienceSince 2024 (2 years)Registration #001309117Postcode4120
Bachelor of Business (International)Graduate Diploma Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Stones Corner, 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 Stones Corner, 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.