What to expect from the engagement
Engaging a financial adviser for Woolloongabba, 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.
📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1986 (40 years)Registration #000267786Postcode4102
Diploma of Financial ServicesPS146 Generic Knowledge & Skills and Managed Investments CoursesAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 119 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 1990 (36 years)Registration #000244289Postcode4102
Bachelor of Arts (Military studies)Bachelor of EconomicsDiploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 401/847 Stanley St, Woolloongabba QLD 4102
ExperienceSince 1996 (30 years)Registration #000259258Postcode4102
Bachelor of CommerceDiploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2003 (23 years)Registration #000386590Postcode4102
Bachelor of BusinessGraduate Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Unit 401/847 Stanley St, Woolloongabba QLD 4102
ExperienceSince 2005 (21 years)Registration #000274393Postcode4102
Bachelor of International FinanceAdvanced Diploma of Financial Services (Financial Planning)SMSF Association SMSF Specialist AdvisorGrad Cert Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2006 (20 years)Registration #000286296Postcode4102
Diploma of Financial Services (Financial Planning)Certificate IV Financial ServicesSMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 119 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 2012 (14 years)Registration #001001644Postcode4102
Bachelor of EconomicsDiploma of Financial ServicesAdvanced Diploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 401/847 Stanley St, Woolloongabba QLD 4102
ExperienceSince 2014 (12 years)Registration #000455387Postcode4102
Bachelor of Business (Marketing)Dipolma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 401/847 Stanley St, Woolloongabba QLD 4102
ExperienceSince 2015 (11 years)Registration #001007946Postcode4102
FNS60610 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningTASACLv1Commercial LawAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 141 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 2015 (11 years)Registration #001235560Postcode4102
Diploma of Financial PlanningSelf Managed SuperannuationBachelor of CommerceAdavanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 401/847 Stanley St, Woolloongabba QLD 4102
ExperienceSince 2015 (11 years)Registration #001233704Postcode4102
Bachelor of Financial Advising (Finance Law)Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 141 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 2021 (5 years)Registration #001289381Postcode4102
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceMaster of International Economics and Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2024 (2 years)Registration #001302336Postcode4102
Bachelor of Business (Finance)Graduate Diploma in Business (Financial Planning)Accredited Listed Products Adviser CourseMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 141 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 2025 (1 years)Registration #001311199Postcode4102
Bachelor of Business (Banking & Finance)Self Managed Superannuation FundsProvide Advice in Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 141 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 2025 (1 years)Registration #001311199Postcode4102
Bachelor of Business (Banking & Finance)Self Managed Superannuation FundsProvide Advice in Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 141 Logan Rd, Woolloongabba QLD 4102
ExperienceSince 2026 (0 years)Registration #001306183Postcode4102
Bachelor of Business ManagementFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2026 (0 years)Registration #001316976Postcode4102
Graduate Diploma in Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 4/3 Loftus St, West Leederville WA 6007
Registration #001319236Postcode4102
Bachelor of CommerceFinancial Advisers ExamGraduate Diploma of 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 Woolloongabba, 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 Woolloongabba, 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.