Verifying registration and authorisations
Every financial adviser shown for Port Adelaide, South Australia is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1999 (27 years)Registration #000248560Postcode5015
Diploma of Financial MarketsGraduate Diploma of Applied Finance and InvestmentSelf Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 285 St Vincent St, Port Adelaide SA 5015
ExperienceSince 2001 (25 years)Registration #000242702Postcode5015
Certified Financial PlannerDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000249938Postcode5015
CommerceFinancial PlanningEthics for Financial ServicesChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2012 (14 years)Registration #000343586Postcode5015
Diploma of Financial Services (Financial Planning)SMSF CourseAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 285 St Vincent St, Port Adelaide SA 5015
ExperienceSince 2013 (13 years)Registration #000454401Postcode5015
Bachelor of Applied FinanceFinancial Adviser ExamEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2013 (13 years)Registration #000431459Postcode5015
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 285 St Vincent St, Port Adelaide SA 5015
ExperienceSince 2014 (12 years)Registration #000456970Postcode5015
Advanced Diploma of Financial Services (Financial Planning)Diploma of Finanial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 285 St Vincent St, Port Adelaide SA 5015
ExperienceSince 2015 (11 years)Registration #001233558Postcode5015
Bachelor EconomicsGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/115 Pitt St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001250162Postcode5015
Bachelor of CommerceSMSF Specialist AdvisorGraduate Diploma of Financial PlanningChartered Accountant (CA)
Superannuation
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2018 (8 years)Registration #001263543Postcode5015
Bachelor of EconomicsBachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2018 (8 years)Registration #001268545Postcode5015
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate 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 Port 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 Port 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.