How to choose a financial adviser
When choosing a financial adviser in Mount Gambier, 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.
ExperienceSince 1988 (38 years)Registration #001241206Postcode5290
Certified Financial PlannerDiploma Of Financial PlanningDiploma Of Superannuation ManagementAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 16/252 Pitt St, Sydney NSW 2000
ExperienceSince 1997 (29 years)Registration #001003070Postcode5290
Diploma of Financial PlanningDPML Margin LendingGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 1999 (27 years)Registration #000242953Postcode5290
Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #000330648Postcode5290
Diploma of Financial Advising (8 units)Self Managed Super Funds Course (ANZ Workshop)Accredited Listed Product Adviser ProgramDiploma of Financial Planning (DFP1-3)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 257 Timor St, Warrnambool VIC 3280
ExperienceSince 2003 (23 years)Registration #001001224Postcode5290
Certified Financial PlannerDiploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2004 (22 years)Registration #000276763Postcode5290
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesCertified Practicing Accountant Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2004 (22 years)Registration #000278028Postcode5290
Diploma of Financial Services (Financial Planning) FNB50802Advanced Diploma Financial Services (FP) FNB60402RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2005 (21 years)Registration #000405953Postcode5290
Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #001004785Postcode5290
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 16/252 Pitt St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #001003069Postcode5290
Diploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS60404Bachelor of Business5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2007 (19 years)Registration #000230062Postcode5290
Bachelor of AccountancyDiploma of Financial Services (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #000309611Postcode5290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000330312Postcode5290
Bachelor of Applied ScienceGraduate Diploma of ComputingDiploma of Business ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2008 (18 years)Registration #000437399Postcode5290
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404928 RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #000383986Postcode5290
Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied Finance (Financial Planning)Margin Lending and Geared InvestmentsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2011 (15 years)Registration #000275748Postcode5290
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001268407Postcode5290
Bachelor of Commerce (Accounting)Diploma of Financial PlanningCertified Practicing Accountants (CPA) Australia ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/115 Pitt St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001269707Postcode5290
Bachelor of Arts (International Studies)Bachelor of Business (International Business)Financial Services Training PackageDiploma of Financial Planning
Superannuation
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Mount Gambier, 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 Mount Gambier, 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.