How to choose a financial adviser
When choosing a financial adviser in Port Augusta, 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 38/71 Eagle St, Brisbane City QLD 4000
ExperienceSince 1980 (46 years)Registration #000230527Postcode5700
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 167 Fullarton Rd, Dulwich SA 5065
ExperienceSince 1985 (41 years)Registration #000247578Postcode5700
Diploma of Financial PlanningCFP Certification ProgramSMSF Specialist AdvisorAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 38/71 Eagle St, Brisbane City QLD 4000
ExperienceSince 2000 (26 years)Registration #000230532Postcode5700
Bachelor of Business (Management Information Systems)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2002 (24 years)Registration #000242320Postcode5700
Advanced Diploma of Financial PlanningMargin Lending & Geared Investments Adviser AccreditationASX Listed Product Accreditation CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000226102Postcode5700
Diploma of Financial PlanningDiploma of Financial PlanningFPC002BGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2010 (16 years)Registration #000345855Postcode5700
Bachelor of Commerce & Bachelor of Applied FinanceASX Listed Products Accreditation CourseMargin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2012 (14 years)Registration #000429657Postcode5700
Bachelor of EconomicsDPML Margin LendingGraduate Diploma in Global Wealth ManagementDFP5v1 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001269831Postcode5700
Bachelor of Business (Accountancy)Diploma of Financial PlanningAccredited Listed Product Adviser ProgramAccredited Aged Care Professional
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 Augusta, 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 Augusta, 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.