Verifying registration and authorisations
Every financial adviser shown for Townsville City, 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.
📍 Level 4/9 Sherwood Rd, Toowong QLD 4074
ExperienceSince 2002 (24 years)Registration #000258517Postcode4810
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #001000942Postcode4810
Bachelor of arts Communication (Organisational Communication)Certified Financial Planner (CFP)Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 128B Edwards St, Ayr QLD 4807
ExperienceSince 2005 (21 years)Registration #000324226Postcode4810
Bachelor of EconomicsFinancial Essentials SMSF Adviser Education ProgramMargin Lending and Geared InvestmentsAdvance Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2008 (18 years)Registration #000332477Postcode4810
Bachelor of Applied Science (Rural Technology)Master of Business AdministrationDFS(FP)Graduate Diploma of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2011 (15 years)Registration #000321470Postcode4810
Diploma of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin LendingAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 128B Edwards St, Ayr QLD 4807
ExperienceSince 2011 (15 years)Registration #000306464Postcode4810
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #001243230Postcode4810
Diploma of Financial Services (Financial Planning)FNS50804Accredited Aged Care ProfessionalAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 4/9 Sherwood Rd, Toowong QLD 4074
ExperienceSince 2015 (11 years)Registration #001235898Postcode4810
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001270949Postcode4810
Bachelor of Business (Accounting/Financial Management)Graduate Diploma of Chartered AccountingRG 146 Super essentialsEthics and Professionalism in Financial Advice
Superannuation
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2018 (8 years)Registration #001272918Postcode4810
Diploma of Financial PlanningGraduate Certificate of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 4/9 Sherwood Rd, Toowong QLD 4074
ExperienceSince 2023 (3 years)Registration #001301180Postcode4810
Bachelor of Commerce (Accounting & Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/22 Pitt St, Sydney NSW 2000
Registration #001314909Postcode4810
Bachelor of Commerce (Financial Advising and Financial Management)ETHICS FOR FINANCIAL SERVICESFINANCIAL ADVICE REGULATIONFINANCIAL BEHAVIOUR & DECISION MAKING
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
Registration #001317532Postcode4810
Bachelor of Business (Financial Planning)
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 Townsville City, 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 Townsville City, 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.