What to expect from the engagement
Engaging a financial adviser for Westcourt, 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.
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 1995 (31 years)Registration #000236027Postcode4870
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002BFinancial Advice Association Australia (FAAA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 1999 (27 years)Registration #000244848Postcode4870
Bachelor of CommerceCertified Practicing Accountants ProgramMaster of Business AdministrationMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/192 Mulgrave Rd, Westcourt QLD 4870
ExperienceSince 2002 (24 years)Registration #000260304Postcode4870
Diploma of Financial PlanningCFP Education ProgramCFP CertificationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/192 Mulgrave Rd, Westcourt QLD 4870
ExperienceSince 2006 (20 years)Registration #000342290Postcode4870
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2008 (18 years)Registration #000442287Postcode4870
Diploma of Financial Services (Life Insurance Stream)ASIC RG 146 Tier 1 Compliance in Life Insurance and SuperannuationFoundations of Financial Planning CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #000445580Postcode4870
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSMSFAccredited Behavioural Finance Professional
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2017 (9 years)Registration #001259239Postcode4870
Diploma Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001272956Postcode4870
Diploma of Financial Planning FNS50615Financial Planning FundamentalsGraduate Diploma of Financial PlanningMAA769
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 Westcourt, 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 Westcourt, 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.