25 verified financial advisers

Financial Advisers in North Adelaide, SA

Compare registered financial advisers in North Adelaide, South Australia. All listings sourced from the ASIC Financial Advisers Register.

How to choose a financial adviser

When choosing a financial adviser in North Adelaide, 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.

Showing 25 results

Charles Chipperfield

LIFESTYLE ASSET MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 1987 (39 years)
Registration #
000321228
Postcode
5006
📞 1300 226 271🌐 Website
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Silvestro Franco Granozio★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1987 (39 years)
Registration #
000249950
Postcode
5006
📞 1800 455 118🌐 Website
SMSF CourseAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Francis Reader★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1988 (38 years)
Registration #
000248790
Postcode
5006
📞 (02) 9328 0876🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Duane Mark Stewart

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
000306146
Postcode
5006
📞 (02) 8074 8599🌐 Website
Taxation PlanningEstate PlanningDiploma of Financial PlanningChartered Life Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graeme Hedges★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1990 (36 years)
Registration #
000248843
Postcode
5006
📞 (02) 9328 0876🌐 Website
Diploma of Financial Services (Financial Planning)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brad Malen Rumbelow★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000236010
Postcode
5006
📞 1300 732 266🌐 Website
8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsAccredited Listed Product Adviser ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adrian Care★★★ 3 (2 reviews)

MERLEA INVESTMENTS PTY LTD
RegisteredTax Advice ✓
📍 75 MacKinnon Parade, North Adelaide SA 5006
Experience
Since 2000 (26 years)
Registration #
000312464
Postcode
5006
📞 (08) 8267 4419🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Corey Dale Roberts

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2001 (25 years)
Registration #
000236659
Postcode
5006
📞 1800 062 134🌐 Website
Diploma Financial Services (Financial Planning) FNS50804Self Managed Superannuation FundsRG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Theodore Papagiannis★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2003 (23 years)
Registration #
000421113
Postcode
5006
📞 1800 455 118🌐 Website
Bachelor of ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Diamando Comakis

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000278265
Postcode
5006
📞 (03) 9209 9777🌐 Website
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sebastian Christopher Baluyot

IMPACT WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 5/54 Melbourne St, North Adelaide SA 5006
Experience
Since 2004 (22 years)
Registration #
000280199
Postcode
5006
Certificate III in Financial MarketsCertificate IV in Financial AdvisingDiploma of Financial AdvisingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Girolamo Donato★★★★★ 5 (5 reviews)

OPULEN FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 168 Melbourne St, North Adelaide SA 5006
Experience
Since 2006 (20 years)
Registration #
000304549
Postcode
5006
📞 (08) 8267 5011🌐 Website
DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Scriva

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2008 (18 years)
Registration #
000346132
Postcode
5006
📞 1800 062 134🌐 Website
Diploma Financial Services (Financial Planning) FNS50408RG146 Margin LendingFellow Chartered Financial Practitioners (FChFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kamer Simsek★★★★★ 5 (15 reviews)

AVANA FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000327624
Postcode
5006
📞 (03) 8639 1600🌐 Website
Bachelor of CommerceASX Accredited Listed Product Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stavros Pallis★★★★★ 5 (5 reviews)

OPULEN FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 168 Melbourne St, North Adelaide SA 5006
Experience
Since 2008 (18 years)
Registration #
000333210
Postcode
5006
📞 (08) 8267 5011🌐 Website
Bachelor DegreePost GraduateDiplomaPost Graduate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Paul Haynes★★★★★ 5 (14 reviews)

STRATTON BUSINESS SERVICES PTY LTD
RegisteredTax Advice ✓
📍 207 O'Connell St, North Adelaide SA 5006
Experience
Since 2009 (17 years)
Registration #
000335497
Postcode
5006
📞 0415 222 711🌐 Website
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Lim★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2010 (16 years)
Registration #
000413923
Postcode
5006
📞 (02) 9328 0876🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Superannuation)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nataliya Dikovskaya★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2010 (16 years)
Registration #
000412199
Postcode
5006
📞 (02) 8978 9500🌐 Website
Graduate Diploma of Applied Finance (Financial Planning major)Master of Applied FinanceCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Reynolds★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
000421119
Postcode
5006
📞 1300 471 314🌐 Website
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Jeffries★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2011 (15 years)
Registration #
000406837
Postcode
5006
📞 (02) 8978 9500🌐 Website
Bachelor of CommerceGraduate Diploma of Applied FinanceDiploma of Financial Services (Financial Planning)5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Launce Peter Ronald Kent

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2013 (13 years)
Registration #
000442634
Postcode
5006
📞 1800 062 134🌐 Website
Bachelor of EconomicsBachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Milad Rezaei★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2014 (12 years)
Registration #
000467766
Postcode
5006
📞 (02) 9252 2000🌐 Website
Bachelor of Applied FinanceSelf Managed Super FundsTier 1 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathon Martino★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2017 (9 years)
Registration #
001252702
Postcode
5006
📞 1300 471 314🌐 Website
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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James Edward Bolingbroke★★★ 3 (2 reviews)

MERLEA INVESTMENTS PTY LTD
RegisteredTax Advice ✓
📍 75 MacKinnon Parade, North Adelaide SA 5006
Experience
Since 2018 (8 years)
Registration #
001270138
Postcode
5006
📞 (08) 8267 4419🌐 Website
Bachelor of Applied FinanceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Raymond John Nangle

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311616
Postcode
5006
📞 1800 062 134🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Nearby Financial Advisers

Adelaide, SA 428 listings · 2km Walkerville, SA 4 listings · 2km St Peters, SA 2 listings · 2km Kent Town, SA 40 listings · 3km Prospect, SA 6 listings · 3km Mile End, SA 10 listings · 3km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in North Adelaide, 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 North Adelaide, 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.