56 verified financial advisers

Financial Advisers in Norwood, SA

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

How to choose a financial adviser

When choosing a financial adviser in Norwood, 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 56 results

Nigel Fenton

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1979 (47 years)
Registration #
000260413
Postcode
5067
📞 (03) 9328 3900
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Michael Lawrence Wundke★★★★★ 4.8 (4 reviews)

ORBE SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 51 Beulah Rd, Norwood SA 5067
Experience
Since 1986 (40 years)
Registration #
000248812
Postcode
5067
📞 (08) 8364 7100
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Super Fund CourseSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Theodoros Marinis★★★★★ 5 (1 reviews)

FINANCIAL STRATEGIES (SA) PTY LTD
RegisteredTax Advice ✓
📍 49 Beulah Rd, Norwood SA 5067
Experience
Since 1987 (39 years)
Registration #
000242123
Postcode
5067
📞 (08) 8130 5130🌐 Website
Bachelor of ArtsBachelor of EconomicsAssociate AccountantCertified Practicing Accountant (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Stackelroth

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1989 (37 years)
Registration #
001237962
Postcode
SA
📞 0414 971 806🌐 Website
Diploma of Financial Planning (8 units)Accredited Derivatives Adviser Level 1Margin Lending and Geared Investments CourseAdvanced Self Managed Super Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Scott Forbes★★★★★ 5 (1 reviews)

CLAN CAPITAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 45 George St, Norwood SA 5067
Experience
Since 1991 (35 years)
Registration #
001001235
Postcode
5067
📞 (08) 8334 2450🌐 Website
ASX Broker ExamPolicy Statement 146 Knowledge AssessmentCerfiticate in Applied Self Managed Super Fund AdviceDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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David John Myers★★★★★ 4.8 (4 reviews)

ORBE SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 51 Beulah Rd, Norwood SA 5067
Experience
Since 1992 (34 years)
Registration #
000242772
Postcode
5067
📞 (08) 8364 7100
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Super Fund CourseEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart John Wigney★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1992 (34 years)
Registration #
000407548
Postcode
5067
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ayesha Brine

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1995 (31 years)
Registration #
000260823
Postcode
5067
📞 (07) 5406 5000🌐 Website
Entry Level CompetenciesRisk ManagementInvestment Planning 1Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Panveliwala

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1995 (31 years)
Registration #
000260825
Postcode
5067
📞 (07) 5406 5000🌐 Website
Entry Level CompetenciesRisk ManagementInvestment Planning 1Superannuation and Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter James Coleman★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1995 (31 years)
Registration #
000259371
Postcode
5067
📞 (07) 3334 4888🌐 Website
Bachelor of ScienceGraduate Diploma of Applied Finance & InvestmentDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Ashley Hann★★★★ 4 (4 reviews)

PLANET MONEY PTY LTD
RegisteredTax Advice ✓
📍 22 Beulah Rd, Norwood SA 5067
Experience
Since 1996 (30 years)
Registration #
000243417
Postcode
5067
📞 (08) 8363 3322🌐 Website
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Margin LendingFCHFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Schuster

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1996 (30 years)
Registration #
000235869
Postcode
5067
📞 (07) 5406 5000🌐 Website
Diploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Alwin Lofvene Crafter★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1996 (30 years)
Registration #
000259372
Postcode
5067
📞 (07) 3334 4888🌐 Website
Bachelor of Economics
SuperannuationSecuritiesGovernment Debentures
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Anona Josephine Fitzgerald

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000242826
Postcode
5067
📞 (02) 8036 6490🌐 Website
Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningProvide Advice in Margin LendingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Michael Catt

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000401179
Postcode
5067
📞 (02) 7238 4192🌐 Website
Bachelor of CommerceGraduate Diploma of SecuritiesGraduate Diploma of Financial PlanningAccredited Family Business Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Antony Lorenzo Cafarella★★★★★ 5 (22 reviews)

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000244698
Postcode
5067
📞 (02) 8880 8962🌐 Website
Diploma of Financial PlanningFChFPProfession of Independent Financial Advisers (PIFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Raymond Ordelman

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000338968
Postcode
5067
📞 (02) 8036 6490🌐 Website
Associate Diploma of AccountingDiploma of Financial MarketsDiploma of Financial AdvisingSpecialist SMSF Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin James Way★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2001 (25 years)
Registration #
000249937
Postcode
5067
📞 (02) 9328 0876🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sanjay Singh★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
Registered
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2001 (25 years)
Registration #
000244299
Postcode
5067
📞 0483 955 940🌐 Website
Investment Planning 1Investment Planning 2Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Joseph Case★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000232218
Postcode
5067
📞 1300 732 266🌐 Website
Bachelor of EconomicsChartered AccountantMargin Lending & Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Crescitelli

ARGENT WEALTH LICENSING PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 104 The Parade, Norwood SA 5067
Experience
Since 2002 (24 years)
Registration #
001005405
Postcode
5067
📞 (08) 8470 9082🌐 Website
Bachelor of EconomicsCertified Financial PlannerDiploma of Financial Services (Financial Planning)RG146 Margin Lending Facilities
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Daniel James Mccabe

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000231225
Postcode
5067
📞 (03) 9328 3900
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Paul Farmer★★★★★ 5 (2 reviews)

WEALTH INITIATIVES PTY LTD
RegisteredTax Advice ✓
📍 20d William St, Norwood SA 5067
Experience
Since 2003 (23 years)
Registration #
000328367
Postcode
5067
📞 (08) 8431 7444🌐 Website
Advanced Diploma of Financial ServicesDiploma of Financial ServicesMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecurities
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Kate Margret Phillips

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000281724
Postcode
5067
📞 (02) 8036 6490🌐 Website
Bachelor of EducationAdvanced Diploma of Financial Planning FNS60404Diploma of Financial Planning FNS50804Financial Behaviour and Decision Making
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Allan Moffatt★★★★★ 4.9 (14 reviews)

OAKLEIGH FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 81 Sydenham Rd, Norwood SA 5067
Experience
Since 2005 (21 years)
Registration #
000464243
Postcode
5067
📞 (08) 8470 9060🌐 Website
Bachelor of Commerce (Corporate Finance)Diploma of Financial Services (Financial Planning)Master of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Benjamin Mcdonald Semple

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000297955
Postcode
5067
📞 (02) 8036 6490🌐 Website
Bachelor Agricultural EconomicsDiploma Financial PlanningAccredited Listed Product Adviser ProgramSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Murray Whelan★★★★★ 5 (1 reviews)

CLAN CAPITAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 45 George St, Norwood SA 5067
Experience
Since 2006 (20 years)
Registration #
001001243
Postcode
5067
📞 (08) 8334 2450🌐 Website
Bachelor of AccountingDiploma of Financial Services (Financial Planning)ASX Responsible Executive ExamAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Blake Graham Halligan

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000312507
Postcode
5067
📞 (02) 7238 4192🌐 Website
Bachelor of Commerce (Management)Bachelor of FinanceGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dale Leigh Martens

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000324477
Postcode
5067
📞 (02) 7238 4192🌐 Website
Margin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Elizabeth Maree Trotter★★★★ 4 (4 reviews)

PLANET MONEY PTY LTD
RegisteredTax Advice ✓
📍 22 Beulah Rd, Norwood SA 5067
Experience
Since 2007 (19 years)
Registration #
000312707
Postcode
5067
📞 (08) 8363 3322🌐 Website
Taxation PlanningDiploma of Financial ServicesDiploma of Counselling (Financial)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Warren Standing★★★★★ 4.8 (4 reviews)

ORBE SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 51 Beulah Rd, Norwood SA 5067
Experience
Since 2007 (19 years)
Registration #
001234969
Postcode
5067
📞 (08) 8364 7100
Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Geoffrey Anthony Pacecca

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2008 (18 years)
Registration #
000328666
Postcode
5067
📞 0414 971 806🌐 Website
Bachelor of EconomicsMaster of Business AdministrationMaster of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Tyson

ARGENT WEALTH LICENSING PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 104 The Parade, Norwood SA 5067
Experience
Since 2008 (18 years)
Registration #
001004844
Postcode
5067
📞 (08) 8470 9082🌐 Website
Bachelor of Finance (International)RG146 Managed Investments, Securities, Generic Knowledge, Financial Planning, Life InsuranceAccredited Derivatives Adviser (Level I & II)CFA Charterholder
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Craig William Muchamore

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2010 (16 years)
Registration #
000363161
Postcode
5067
📞 0414 971 806🌐 Website
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Donald Sampson

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2012 (14 years)
Registration #
000427944
Postcode
5067
📞 0414 971 806🌐 Website
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dylan Stephen Evans

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001237238
Postcode
5067
📞 (02) 7238 4192🌐 Website
Advanced Diploma Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of BusinessTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Garry Darryl Copeland★★★★ 4 (4 reviews)

PLANET MONEY PTY LTD
RegisteredTax Advice ✓
📍 22 Beulah Rd, Norwood SA 5067
Experience
Since 2013 (13 years)
Registration #
000434739
Postcode
5067
📞 (08) 8363 3322🌐 Website
Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kosta Petrovic

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002353
Postcode
5067
📞 (02) 7238 4192🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Margot Truman★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237921
Postcode
5067
📞 (03) 9602 3233🌐 Website
Bachelor of AccountancyCPADiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicholas Anthony Vella★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2015 (11 years)
Registration #
001235499
Postcode
5067
📞 (02) 9328 0876🌐 Website
Commercial Law 1Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodica Simos★★★★★ 4.8 (4 reviews)

ORBE SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 51 Beulah Rd, Norwood SA 5067
Experience
Since 2015 (11 years)
Registration #
001235450
Postcode
5067
📞 (08) 8364 7100
Master of Commerce (Applied Finance)Self Managed Superannuation FundsCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Madden★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237922
Postcode
5067
📞 (03) 9602 3233🌐 Website
Bachelor of Commerce (Accounting)Bachelor of Commerce (Accounting)CPAAccreditation for Margin Lending & SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Christopher Pappas

ANDIKA PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001240616
Postcode
5067
Diploma of Share Trading and InvestmentGeneric Knowledge & SecuritiesAccreddited Derivatives Advisor Level 2Financial Planning
SuperannuationSecuritiesDerivatives
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Andrew David Phillips

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272471
Postcode
5067
📞 (02) 7238 4192🌐 Website
Bachelor of Computing (Multimedia)Graduate Diploma Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ellie Patrice Mills★★★★ 4 (4 reviews)

PLANET MONEY PTY LTD
RegisteredTax Advice ✓
📍 22 Beulah Rd, Norwood SA 5067
Experience
Since 2018 (8 years)
Registration #
001263260
Postcode
5067
📞 (08) 8363 3322🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John David Wilkinson

CAPITAL STAR WEALTH & FINANCE PTY LTD
Registered
📍 134A The Parade, Norwood SA 5067
Experience
Since 2018 (8 years)
Registration #
001270128
Postcode
5067
📞 (08) 7130 0010🌐 Website
Bachelor of Commerce (Accounting)Graduate Diploma of Chartered AccountingDiploma of Financial PlanningEconomic and Legal Context for Financial Planning
Self-Managed Super (SMSF)
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Marco Edmund Michalski★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2018 (8 years)
Registration #
001271223
Postcode
5067
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningBachelor of Commerce (Corporate Finance)Certificate IV in Finance and Mortgage BrokingFPE016 Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Daniel Foulis

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270510
Postcode
5067
📞 (02) 7238 4192🌐 Website
Bachelor of Commerce (Accounting)Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Renato Lovisa

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270637
Postcode
5067
📞 (03) 9209 9777🌐 Website
Bachelor of EconomicsMaster of EconomicsDFP5v4 Tax for Financial AdvisingDiploma if Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tom Kilgariff★★★★★ 4.9 (14 reviews)

OAKLEIGH FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 81 Sydenham Rd, Norwood SA 5067
Experience
Since 2018 (8 years)
Registration #
001271064
Postcode
5067
📞 (08) 8470 9060🌐 Website
Bachelor of Commerce (Corporate Finance)Bachelor of LawsFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zac Kessner★★★★★ 5 (22 reviews)

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001299514
Postcode
5067
📞 (02) 8880 8962🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anupriya Anupriya★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2024 (2 years)
Registration #
001308437
Postcode
5067
📞 (02) 9328 0876🌐 Website
Master of Finance (Financial Planning)FPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dylan James Holliday★★★★★ 5 (1 reviews)

FINANCIAL STRATEGIES (SA) PTY LTD
RegisteredTax Advice ✓
📍 49 Beulah Rd, Norwood SA 5067
Experience
Since 2025 (1 years)
Registration #
001310325
Postcode
5067
📞 (08) 8130 5130🌐 Website
Bachelor of EconomicsBachelor of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marguerita Victoria Marinos

SYNCHRON ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Registration #
001316966
Postcode
5067
📞 (03) 9328 3900
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Barilla★★★★★ 5 (22 reviews)

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Registration #
001319570
Postcode
5067
📞 (02) 8880 8962🌐 Website
Backelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter George Lagos★★★★ 4.5 (2 reviews)

MY SUPER FUTURE PTY LTD
Not Registered
📍 Level 2/15 Mayneview St, Milton QLD 4064
Registration #
001317345
Postcode
5067
📞 1300 756 001🌐 Website
CommerceGraduate Diploma of Financial Planning
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 Norwood, 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 Norwood, 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.