Verifying registration and authorisations
Every financial adviser shown for Eastwood, South Australia is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 Unit 3, Ground Floor, 206 Greenhill Rd, Eastwood SA 5063
ExperienceSince 2001 (25 years)Registration #000229292Postcode5063
Associate Diploma of AccountingAssociate Diploma of Banking & FinanceDiploma of ManagementSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #000237104Postcode5063
Bachelor of CommerceMargin Lending & Geared InvestmentsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 1/53/57 Glen Osmond Rd, Eastwood SA 5063
ExperienceSince 2005 (21 years)Registration #000261004Postcode5063
Bachelor Degree (Hons)DiplomaAdvanced DiplomaCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #001236131Postcode5063
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCertified Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 32, GF, 213 B26, Eastwood SA 5063
ExperienceSince 2007 (19 years)Registration #000412057Postcode5063
Bachelor of Int'l BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2009 (17 years)Registration #000340784Postcode5063
Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2009 (17 years)Registration #000340783Postcode5063
Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #001001715Postcode5063
Bachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentChartered Financial AnalystAdvanced Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Unit 3, Ground Floor, 206 Greenhill Rd, Eastwood SA 5063
ExperienceSince 2015 (11 years)Registration #001236279Postcode5063
Bachelor of BusinessBachelor of Commerce (Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2016 (10 years)Registration #001240828Postcode5063
Bachelor of Arts in AccountancyCA Professional StudyChartered Tax Adviser (CTA)SMSF Personal Advice Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001273054Postcode5063
Bachelor of Commerce (Finance/Economics)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Unit 3, Ground Floor, 206 Greenhill Rd, Eastwood SA 5063
ExperienceSince 2018 (8 years)Registration #001271437Postcode5063
Bachelor of Applied FinanceBachelor of CommerceEthics and Professionalism of Financial AdviceInstitute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 1/53/57 Glen Osmond Rd, Eastwood SA 5063
Registration #001319302Postcode5063
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
Registration #001316230Postcode5063
Bachelor of Accounting and Corporate FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
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 Eastwood, South Australia 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 Eastwood, South Australia 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.