How to choose a financial adviser
When choosing a financial adviser in Townsville, 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 1989 (37 years)Registration #000268339Postcode4810
Diploma of Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 1999 (27 years)Registration #000268327Postcode4810
Diploma of Financial PlanningCFPMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2000 (26 years)Registration #000235925Postcode4810
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #000227561Postcode4810
Bachelor of Business (Accountancy)Diploma of Financial Planning (8 units)Certified Financial Planner (CFP) of FAAA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level-14/333 Collins St, Melbourne VIC 3000
ExperienceSince 2002 (24 years)Registration #001001853Postcode4810
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)FASEA (Financial Adviser) Exam
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2002 (24 years)Registration #001001853Postcode4810
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)FASEA (Financial Adviser) Exam
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 58 Kings Park Rd, Perth WA 6000
ExperienceSince 2002 (24 years)Registration #000324007Postcode4810
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Financial PlanningAccredited Behavioral Finance Professional (ABFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
ExperienceSince 2003 (23 years)Registration #000239684Postcode4810
Diploma of Financial AdvisingMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 111 Spence St, Cairns City QLD 4870
ExperienceSince 2004 (22 years)Registration #000247748Postcode4810
Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlannerEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2007 (19 years)Registration #000252904Postcode4810
Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Mortgage LendingDiploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2007 (19 years)Registration #000331394Postcode4810
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds ProgramCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2012 (14 years)Registration #000418001Postcode4810
Bachelor of BusinessGraduate Diploma in Applied FinanceAdvanced Diploma of Financial Planning928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2015 (11 years)Registration #001235517Postcode4810
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Commercial Law CourseTax for Financial Advising (Short Answer Exam) Gap Course
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2023 (3 years)Registration #001301181Postcode4810
Bachelor of Commerce (Financial Advising)Bachelor of LawsEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
ExperienceSince 2025 (1 years)Registration #001310835Postcode4810
Bachelor of Commerce (Financial Advising)
SuperannuationSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Townsville, 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, 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.