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.
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1987 (39 years)Registration #000321228Postcode5006
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 1987 (39 years)Registration #000249950Postcode5006
SMSF CourseAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1988 (38 years)Registration #000248790Postcode5006
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1990 (36 years)Registration #000306146Postcode5006
Taxation PlanningEstate PlanningDiploma of Financial PlanningChartered Life Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1990 (36 years)Registration #000248843Postcode5006
Diploma of Financial Services (Financial Planning)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1996 (30 years)Registration #000236010Postcode5006
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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📍 75 MacKinnon Parade, North Adelaide SA 5006
ExperienceSince 2000 (26 years)Registration #000312464Postcode5006
Bachelor of EconomicsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2001 (25 years)Registration #000236659Postcode5006
Diploma Financial Services (Financial Planning) FNS50804Self Managed Superannuation FundsRG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2003 (23 years)Registration #000421113Postcode5006
Bachelor of ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000278265Postcode5006
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5/54 Melbourne St, North Adelaide SA 5006
ExperienceSince 2004 (22 years)Registration #000280199Postcode5006
Certificate III in Financial MarketsCertificate IV in Financial AdvisingDiploma of Financial AdvisingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Melbourne St, North Adelaide SA 5006
ExperienceSince 2006 (20 years)Registration #000304549Postcode5006
DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2008 (18 years)Registration #000346132Postcode5006
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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📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
ExperienceSince 2008 (18 years)Registration #000327624Postcode5006
Bachelor of CommerceASX Accredited Listed Product Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Melbourne St, North Adelaide SA 5006
ExperienceSince 2008 (18 years)Registration #000333210Postcode5006
Bachelor DegreePost GraduateDiplomaPost Graduate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 207 O'Connell St, North Adelaide SA 5006
ExperienceSince 2009 (17 years)Registration #000335497Postcode5006
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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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2010 (16 years)Registration #000413923Postcode5006
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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📍 Building, 26 Best Ave, Mosman NSW 2088
ExperienceSince 2010 (16 years)Registration #000412199Postcode5006
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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📍 Level 5/432 Murray St, Perth WA 6000
ExperienceSince 2011 (15 years)Registration #000421119Postcode5006
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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📍 Building, 26 Best Ave, Mosman NSW 2088
ExperienceSince 2011 (15 years)Registration #000406837Postcode5006
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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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2013 (13 years)Registration #000442634Postcode5006
Bachelor of EconomicsBachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2014 (12 years)Registration #000467766Postcode5006
Bachelor of Applied FinanceSelf Managed Super FundsTier 1 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 5/432 Murray St, Perth WA 6000
ExperienceSince 2017 (9 years)Registration #001252702Postcode5006
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 75 MacKinnon Parade, North Adelaide SA 5006
ExperienceSince 2018 (8 years)Registration #001270138Postcode5006
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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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2025 (1 years)Registration #001311616Postcode5006
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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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.