37 verified financial advisers

Financial Advisers in West End, QLD

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

What to expect from the engagement

Engaging a financial adviser for West End, 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.

Showing 37 results

Peter Rodney Audet★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1992 (34 years)
Registration #
000239328
Postcode
4101
📞 1800 455 118🌐 Website
Self Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)Margin LendingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter Rodney Audet★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000239328
Postcode
4101
📞 1800 445 767🌐 Website
Self Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)Margin LendingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Jason Kearney★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1996 (30 years)
Registration #
001001596
Postcode
4101
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance & InvestmentRMIT/SDIA Superannuation ModuleEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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Tommy Laskaris★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 1997 (29 years)
Registration #
000321828
Postcode
4101
📞 (02) 4903 1111🌐 Website
Bachelor of Business Majoring in Banking and FinanceDiploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip Donald Atkins★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000248828
Postcode
4101
📞 (07) 3334 4888🌐 Website
Associate Diploma of Business Office AdministrationCertificate 3 Financial ServicesDiploma Financial ServicesIndustry Standard Education
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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Stillianos Michael Konstantinou★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 1999 (27 years)
Registration #
000317896
Postcode
4101
📞 (02) 9252 2000🌐 Website
CND74 Associate Diploma of Business (Management)Diploma of Financial PlanningSelf Managed Superannuation FundsFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hugo James Dein★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2000 (26 years)
Registration #
001001153
Postcode
4101
📞 (07) 3334 4888🌐 Website
SDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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Scott Andrew Kilvington★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2000 (26 years)
Registration #
000248816
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of Business (Management)Certificate of Superannuation Management8 unit Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Michael Christian Hogue

LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD
RegisteredTax Advice ✓
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000242947
Postcode
4810
📞 (02) 8215 1511🌐 Website
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerFPC002B
SuperannuationLife InsuranceLife Investment
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Peter Ian Cain

DUNROSS FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 190 Boundary St, West End QLD 4101
Experience
Since 2002 (24 years)
Registration #
001003599
Postcode
4101
📞 (07) 3292 5555🌐 Website
Diploma of Financial Services (Financial Planning) FNS50804Graduate Certificate in Financial PlanningAged Care Steps Accredited Aged Care Professional programFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrea Jan Skerritt

DUNROSS FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 190 Boundary St, West End QLD 4101
Experience
Since 2003 (23 years)
Registration #
001003600
Postcode
4101
📞 (07) 3292 5555🌐 Website
Bachelor of Business Majoring in Accountancy and Business Law and TaxationDiploma of Superannuation ManagementDiploma of Financial PlanningATMA Self Managed Superannuation Fund Audit Workshop
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Micheal John Kiefer★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2003 (23 years)
Registration #
000337218
Postcode
4101
📞 1800 455 118🌐 Website
Taxation LawBachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew George Kallis★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2004 (22 years)
Registration #
000283155
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of Business (Economics)Graduate Diploma of Financial PlanningASX Listed Products Accreditation CourseMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Benjamin James Mcgrath★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2005 (21 years)
Registration #
000337146
Postcode
4101
📞 1800 455 118🌐 Website
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Hamish David Dunbar★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
000295407
Postcode
4101
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma in Financial PlanningSMSF Specialist AdviserAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Athanasios Papoulias★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2006 (20 years)
Registration #
000247823
Postcode
4101
📞 (02) 4903 1111🌐 Website
Bachelor of CommerceBachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Leonard Ey★★★★★ 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 #
000263712
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of Business (Banking & Finance)Self Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Delwen Ruth Dean★★★★★ 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 #
000303424
Postcode
4101
📞 1800 455 118🌐 Website
Diploma of Financial Services (Financial Planning)Master of Financial Planning7269AFE/7815AFE Ethics and ProfessionalismAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Michael Bond★★★★★ 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 #
000281207
Postcode
4101
📞 1800 455 118🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stanford Clark★★★★★ 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 #
000300231
Postcode
4810
📞 1800 455 118🌐 Website
Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alvin Wong★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2007 (19 years)
Registration #
000316313
Postcode
4101
📞 (02) 9252 2000🌐 Website
Bachelor of CommerceBachelor of EngineeringDiploma of Financial Service (Financial Planning)Advance Diploma of Financial Service (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jade Leslie Dawson★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2007 (19 years)
Registration #
000295879
Postcode
4101
📞 (08) 9267 3444
Diploma of Financial Services (Financial Planning)Master of Financial PlanningMargin Lending and Gearing InvestmentsASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alice Catherine Jimmieson★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2008 (18 years)
Registration #
000325934
Postcode
4101
📞 1800 455 118🌐 Website
Diploma of Financial PlanningCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Henry Heng Li Do★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2008 (18 years)
Registration #
000324018
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew Brooker★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2011 (15 years)
Registration #
001000802
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rebecca Ivy Scarrabelotti★★★★★ 5 (4 reviews)

BIFA LICENCE PTY LTD
RegisteredTax Advice ✓
📍 The Greenhouse, West Village, Office 5, Level 4/97 Boundary St, West End QLD 4101
Experience
Since 2011 (15 years)
Registration #
001270434
Postcode
4101
📞 (07) 3521 8044🌐 Website
Bachelor of Management Studies (Economics & Finance)Master of Management Studies (Applied Economics & Finance)Advanced Diploma of Financial Services (Financial Planning)Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Hunter Fermor★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2013 (13 years)
Registration #
000356444
Postcode
4101
📞 1800 455 118🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kelly Jane Conley★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2013 (13 years)
Registration #
000440005
Postcode
4810
📞 1800 455 118🌐 Website
Self Managed Superannuation FundsMargin LendingAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tavis John Edmondstone★ 1 (1 reviews)

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 50 Borthwick Ave, Murarrie QLD 4172
Experience
Since 2014 (12 years)
Registration #
001004234
Postcode
4810
📞 (07) 3902 9800🌐 Website
Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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David Crawford★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2015 (11 years)
Registration #
001238220
Postcode
4101
📞 1800 455 118🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jodi Lynne Gleeson★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2015 (11 years)
Registration #
000403056
Postcode
4101
📞 1800 455 118🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Roshan Pandalai★★★★★ 4.9 (7 reviews)

EVERGREEN FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 50 Charters Towers Rd, Hermit Park QLD 4812
Experience
Since 2015 (11 years)
Registration #
001233839
Postcode
4810
📞 (07) 4766 9688🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Andrew James Carmichael★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2017 (9 years)
Registration #
001260388
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of Commerce (Finance)Diploma of Financial PlanningSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tristan Paul Seeto★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2018 (8 years)
Registration #
001262426
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ali Michael Hogue

LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD
RegisteredTax Advice ✓
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001300915
Postcode
4810
📞 (02) 8215 1511🌐 Website
Bachelor of Commerce (Financial Advising)Graduate Diploma of Financial PlanningChartered Retirement Planning CounsellorMaster of Financial Planning
SuperannuationLife InsuranceLife Investment
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Shireen Hui Chiat Tan★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2023 (3 years)
Registration #
001297688
Postcode
4101
📞 1800 455 118🌐 Website
Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningMaster of Financial PlanningFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jessie Mccormack★★★★★ 4.9 (7 reviews)

EVERGREEN FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 50 Charters Towers Rd, Hermit Park QLD 4812
Experience
Since 2024 (2 years)
Registration #
001302763
Postcode
4810
📞 (07) 4766 9688🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Nearby Financial Advisers

Auchenflower, QLD 3 listings · 1km South Brisbane, QLD 28 listings · 1km Milton, QLD 88 listings · 2km Toowong, QLD 45 listings · 2km Brisbane, QLD 429 listings · 2km Brisbane City, QLD 394 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in West End, 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 West End, 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.