What to expect from the engagement
Engaging a financial adviser for Goodwood, South Australia 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.
📍 154 Goodwood Rd, Goodwood SA 5034
ExperienceSince 1989 (37 years)Registration #000239382Postcode5034
Diploma of Financial PlanningGDFP 19 Grad Dip Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 99 Musgrave Rd, Red Hill QLD 4059
ExperienceSince 1996 (30 years)Registration #000255623Postcode5034
Risk ManagementDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsDiploma of Financial Advising
SuperannuationLife InsuranceLife InvestmentSecurities
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📍 Suite 3/50 King William Rd, Goodwood SA 5034
ExperienceSince 1997 (29 years)Registration #000235921Postcode5034
Diploma of Financial PlanningFASEA ExamGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2000 (26 years)Registration #000310599Postcode5034
Diploma in FInancial PlanningBachelor of CommerceSMSFASX Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 4/3 Loftus St, West Leederville WA 6007
ExperienceSince 2001 (25 years)Registration #000229193Postcode5034
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 154 Goodwood Rd, Goodwood SA 5034
ExperienceSince 2003 (23 years)Registration #000239369Postcode5034
Diploma of Financial Services (financial Planning)Advanced Diploma of Financial ServicesBP314 Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 685 South Rd, Black Forest SA 5035
ExperienceSince 2006 (20 years)Registration #000325463Postcode5034
Bachelor of AccountancyGraduate Diploma of Financial PlanningSelf Managed Super FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2007 (19 years)Registration #000416681Postcode5034
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDPML Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 3/50 King William Rd, Goodwood SA 5034
ExperienceSince 2007 (19 years)Registration #000317382Postcode5034
Diploma of Financial Services (Financial Planning)FASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2007 (19 years)Registration #000322504Postcode5034
Risk ManagementMargin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 99 Musgrave Rd, Red Hill QLD 4059
Registration #001318836Postcode5034
Graduate Diploma of Financial Planninng
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 Goodwood, 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 Goodwood, 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.