Verifying registration and authorisations
Every financial adviser shown for Glenelg North, 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.
📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1999 (27 years)Registration #000231717Postcode5045
Advanced Diploma of AccountingGraduate Certificate in Professional AccountingMargin Lending & Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #000245066Postcode5045
RMIT Centre in Finance/ Lend Lease Advisor ServicesEstate Planning Course8 Unit Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #001003784Postcode5045
Diploma of Financial Services (Financial Planning)Certificate in Rural Estate PlanningAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 685 South Rd, Black Forest SA 5035
ExperienceSince 2007 (19 years)Registration #000466228Postcode5045
Certificate IV Assessment & Workplace TrainingCertificate IV in Financial Services (General Insurance)Diploma Of Financial Services (Financial Planning)Master Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 609a Anzac Hwy, Glenelg North SA 5045
ExperienceSince 2010 (16 years)Registration #000360857Postcode5045
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60410Certificate 4 in Finance and Mortgage BrokingRG146 928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #001006966Postcode5045
Bachelor of Business (Commercial Law)Graduate Diploma of Financial PlanningMaster of Applied FinanceAccredited Estate Planning Strategist (AEPS®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #000383555Postcode5045
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 609a Anzac Hwy, Glenelg North SA 5045
ExperienceSince 2014 (12 years)Registration #000457138Postcode5045
Diploma Financial Services (Financial Planning) FNS50408Advanced Diploma Financial Planning FNS60410RG146 Tier 1 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001249320Postcode5045
Bachelor of Arts in AccountancyCertified Practicing Accountants (CPA) Australia ProgramCavendish & ICFS Specialist SMSF CourseDiploma 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 Glenelg North, 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 Glenelg North, 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.