How to choose a financial adviser
When choosing a financial adviser in Mile End, South Australia, 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.
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000252681Postcode5031
Certified Financial PlannerDiploma of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #001269760Postcode5031
Diploma of Business (Banking and Finance)Diploma of Financial AdvisingRisk Management928S Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #000296262Postcode5031
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Diploma of ManagementTax for Financial Advising (DFP5v4)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2006 (20 years)Registration #000307117Postcode5031
Diploma of Financial Services (Financial Planning) (FNS50804)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2008 (18 years)Registration #001000363Postcode5031
Diploma Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2009 (17 years)Registration #000303687Postcode5031
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2018 (8 years)Registration #001269852Postcode5031
Bachelor of BusinessDiploma of Financial Planning FNS50615Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001262913Postcode5031
Diploma Financial PlanningGraduate Diploma of Financial PlanningTax Practioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001263057Postcode5031
Diploma of Financial Planning (FNS50610)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2023 (3 years)Registration #001298999Postcode5031
FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningAustralian Commecial Law 1
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Mile End, 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 Mile End, 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.