How to choose a financial adviser
When choosing a financial adviser in Payneham, 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 4/3 Loftus St, West Leederville WA 6007
ExperienceSince 1996 (30 years)Registration #000235954Postcode5070
Diploma of Financial PlanningMargin LendingSMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 40/140 William St, Melbourne VIC 3000
ExperienceSince 1999 (27 years)Registration #000288364Postcode5070
Bachelor of BusinessCertified Practising AccountantDiploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2001 (25 years)Registration #000240413Postcode5070
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV in Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2005 (21 years)Registration #000398633Postcode5070
Advanced Diploma of AccountingCertificate III in Financial ServicesGraduate Diploma in Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2005 (21 years)Registration #000398633Postcode5070
Advanced Diploma of AccountingCertificate III in Financial ServicesGraduate Diploma in Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 2012 (14 years)Registration #000428753Postcode5070
Graduate Certificate in ManagementMaster of Business AdministrationGraduate Diploma in Global Wealth ManagementProfessional Certificate in SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2013 (13 years)Registration #000445929Postcode5070
Bachelor of CommerceBachelor of Information ScienceGraduate Diploma in Advanced TaxationDiploma of Financial Planning (DFP1-3)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 3/54 Jephson St, Toowong QLD 4066
ExperienceSince 2015 (11 years)Registration #001233243Postcode5070
Bachelor of CommerceDiploma of Financial PlanningInvestment Products 3Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2016 (10 years)Registration #001243429Postcode5070
Graduate Diploma in Business (accountancy)CPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2016 (10 years)Registration #001242066Postcode5070
Master of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin LendingTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2018 (8 years)Registration #001272991Postcode5070
Master of Financial PlanningNational Tax and Accountants Association (NTAA)
Superannuation
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Payneham, 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 Payneham, 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.