How to choose a financial adviser
When choosing a financial adviser in Wynnum, 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.
📍 level 24/300 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1981 (45 years)Registration #000429905Postcode4178
Diploma of Financial Services (Financial Planning)Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000237704Postcode4178
Introduction to Financial PlanningRetirement PlanningInvestment Planning 1Risk Management for Financial Services Professionals
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1998 (28 years)Registration #000235787Postcode4178
Bachelor of Commerce (Accounting and Finance)Diploma of Finanical Planning (8 units)Self Managed Superannuation Fund Adviser (Personal Advice) CourseEthics and Professionalism in Financial Advice Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2005 (21 years)Registration #000264763Postcode4178
Bachelor of Business (Accountancy)Graduate Diploma of Applied Finance and InvestmentGraduate Diploma in Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 2010 (16 years)Registration #001008223Postcode4178
Bachelor DegreeBachelor of EducationDiplomaDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 2011 (15 years)Registration #001002516Postcode4178
Bachelor of Business (Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2015 (11 years)Registration #001233716Postcode4178
Advanced Diploma of Financial Services (Superannuation)SMSF Specialist AdvisorMaster of Business (Applied Finance)Master of Business (Professional Accounting)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001256355Postcode4178
Bachelor of Business (Economics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001258000Postcode4178
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax (Financial) AdvisersCommercial Law for Tax (Financial) Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001267124Postcode4178
Bachelor of Commerce (Financial Planning and Investment)Diploma of Financial PlanningTASACLv1 Commercial LawAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 145/147 Bay Terrace, Wynnum QLD 4178
ExperienceSince 2022 (4 years)Registration #001293647Postcode4178
2105AFE Introduction to Business Law3106AFE Revenue Law: Theory & Policy3108AFE Taxation PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2022 (4 years)Registration #001285747Postcode4178
Bachelor of Commerce (Financial Planning and Accounting)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and TaxationAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 145/147 Bay Terrace, Wynnum QLD 4178
ExperienceSince 2024 (2 years)Registration #001304395Postcode4178
Bachelor of CommerceBachelor of International BusinessFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for 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 Wynnum, 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 Wynnum, 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.