38 verified financial advisers

Financial Advisers in Wayville, SA

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

How to choose a financial adviser

When choosing a financial adviser in Wayville, 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 38 results

Andrew Rex Creaser★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 1988 (38 years)
Registration #
000276373
Postcode
5034
📞 (08) 8357 7840🌐 Website
Diploma of Financial PlanningCavendish & ICFS Specialist SMSFGraduate Diploma of Financial PlanningCFP Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Noell★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 1988 (38 years)
Registration #
000239461
Postcode
5034
📞 (08) 8357 7840🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Trevor Manning

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1990 (36 years)
Registration #
000253032
Postcode
5034
📞 0414 971 806🌐 Website
Industry Standard EducationASX Listed Products Accreditation CourseSMSFFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter John Telenko★★★★★ 5 (2 reviews)

ADELAIDE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 431 King William St, Adelaide SA 5000
Experience
Since 1991 (35 years)
Registration #
000246174
Postcode
5034
📞 (08) 8359 3355🌐 Website
Diploma of Financial PlanningCertificate in Financial MarketsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Paul Sheffield Young

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000315373
Postcode
5034
📞 1800 738 473🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product AdviserEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Samuel Peter Phillipou★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
Registered
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 1997 (29 years)
Registration #
000293455
Postcode
5034
📞 0483 955 940🌐 Website
Bachelor of Science (Major in Applied Mathematics & Statistics)Diploma of Financial ServicesAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecurities
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Nicole Gauci★★★★ 4.4 (22 reviews)

WRIGHT EVANS WEALTH PTY LTD
RegisteredTax Advice ✓
📍 23 B26, Wayville SA 5034
Experience
Since 1998 (28 years)
Registration #
000232299
Postcode
5034
📞 (08) 8208 4777🌐 Website
Bachelor of AccountingCertificate IV Mortgage BrokingMargin Lending and Geared InvestmentsDiploma in Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Antonella Grida★★★★★ 5 (12 reviews)

CARRINGTON FINANCIAL HOLDINGS PTY LTD
RegisteredTax Advice ✓
📍 9A/11 Anzac Hwy, Keswick SA 5035
Experience
Since 1999 (27 years)
Registration #
000245967
Postcode
5034
📞 (08) 8272 6444🌐 Website
Certified Financial PlannerDiploma of Financial PlanningSMSF Adviser Education ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katherine Louise Schultz★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 1999 (27 years)
Registration #
000242801
Postcode
5034
📞 (08) 8357 7840🌐 Website
Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Swaif Khan★★★★★ 5 (1 reviews)

OMEGA FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 suite 4/8 Greenhill Rd, Wayville SA 5034
Experience
Since 1999 (27 years)
Registration #
000309315
Postcode
5034
📞 (08) 7123 2939🌐 Website
Associate Diploma of BusinessDiploma of Financial PlanningMaster of Applied FinanceMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam William Van De Water

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2000 (26 years)
Registration #
000297309
Postcode
5034
📞 1800 062 134🌐 Website
Financial Planning and Wealth CreationRisk Management and Insurance ProductsSuperannuation Advice and RegulationInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Theothori Kotses★★★★★ 5 (1 reviews)

OMEGA FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 suite 4/8 Greenhill Rd, Wayville SA 5034
Experience
Since 2000 (26 years)
Registration #
000309403
Postcode
5034
📞 (08) 7123 2939🌐 Website
Bachelor of International BusinessGraduate Diploma in International Business AdministrationFoundation Diploma in Financial PlanningMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Medlow★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2001 (25 years)
Registration #
000239805
Postcode
5034
📞 (08) 8357 7840🌐 Website
Bachelor of Banking and International FinanceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial Planning (Historical SIA/FINSIA)Cavendish & ICFS Specialist SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Paul Ian James

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001001728
Postcode
5034
📞 (02) 7238 4192🌐 Website
Degree of Bachelor Of ArtsDiploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nasser Zreika

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2001 (25 years)
Registration #
001001540
Postcode
5034
📞 (03) 9328 3900
Bachelor of EconomicsDiploma Of Financial Services (Financial Planning)Margin Lending And Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Leske★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003848
Postcode
5034
📞 1300 732 266🌐 Website
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jarrad Murphy

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000240799
Postcode
5034
📞 1800 738 473🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningSelf Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Nathan Pech★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2002 (24 years)
Registration #
000239466
Postcode
5034
📞 (08) 8357 7840🌐 Website
8 Unit Diploma of Financial PlanningBachelor Of Arts (Economics)Certified Financial PlannerCavendish & ICFS Specialist SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Loveder

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001001732
Postcode
5034
📞 (02) 7238 4192🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tracey Boam★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2003 (23 years)
Registration #
001002643
Postcode
5034
📞 (08) 8357 7840🌐 Website
Advanced Diploma of Financial ServicesCertified Financial Planner Certification ProgramSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Hawcroft

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2004 (22 years)
Registration #
000339641
Postcode
5034
📞 1800 062 134🌐 Website
Bachelor of Commerce in Financial Planning and Investments5 unit CFP Certification ProgramMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sharon Paul★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2004 (22 years)
Registration #
000302635
Postcode
5034
📞 (08) 8357 7840🌐 Website
Diploma of Financial PlanningEthics & Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Hamish Butler

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001001716
Postcode
5034
📞 (02) 7238 4192🌐 Website
Bachelor of EconomicsAdvanced Diploma of Financial ServicesMargin Lending and Geared InvestmentsCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alisa Michelle Burns

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003407
Postcode
5034
📞 (02) 8036 6490🌐 Website
Bachelor of Business (International Business)Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jodie-Anne Roberts

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000318975
Postcode
5034
📞 1800 738 473🌐 Website
Diploma of ManagementDiploma of Financial Services (Financial Planning)DFP5v2 Tax for Financial AdvisingTASACLv1 Comercial Law
SuperannuationLife InsuranceLife InvestmentRSA Products
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Gerald Mcavoy★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2009 (17 years)
Registration #
000338643
Postcode
5034
📞 (08) 8357 7840🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Renay Elizabeth Richardson★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2010 (16 years)
Registration #
001003492
Postcode
5034
📞 (08) 8357 7840🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Dix★★★★★ 5 (12 reviews)

CARRINGTON FINANCIAL HOLDINGS PTY LTD
RegisteredTax Advice ✓
📍 9A/11 Anzac Hwy, Keswick SA 5035
Experience
Since 2011 (15 years)
Registration #
000407108
Postcode
5034
📞 (08) 8272 6444🌐 Website
Bachelor of Business (Finance)Diploma of Financial PlanningASX Accredited Listed Products Adviser5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alan Cade Hutchinson

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001001727
Postcode
5034
📞 (02) 7238 4192🌐 Website
Bachelor of Economics and BusinessMargin Lending and Geared InvestmentsAffiliate Financial Planner (AFP®)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Patrick Iwanowitsch★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2014 (12 years)
Registration #
000455352
Postcode
5034
📞 (08) 8357 7840🌐 Website
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rohan Reece Reid★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2014 (12 years)
Registration #
000454948
Postcode
5034
📞 (08) 8357 7840🌐 Website
Bachelor of Banking and International FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jarrad Blake Murdoch★★★★★ 5 (7 reviews)

HUMBLE GOODE FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 172 Fullarton Rd, Dulwich SA 5065
Experience
Since 2015 (11 years)
Registration #
001237805
Postcode
5034
📞 (08) 7477 8252🌐 Website
Bachelor of Urban & Regional PlanningDFP5v3 Tax for Financial AdvisingTASACLv1 Commercial LawAdvance Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Harpinder Singh Chipra★★★★★ 5 (1 reviews)

COBALT ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 3/54 Jephson St, Toowong QLD 4066
Experience
Since 2017 (9 years)
Registration #
001260472
Postcode
5034
📞 1800 262 258🌐 Website
Bachelor of CommerceMaster of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Elise Anne Tolcher★★★★ 4.4 (22 reviews)

WRIGHT EVANS WEALTH PTY LTD
RegisteredTax Advice ✓
📍 23 B26, Wayville SA 5034
Experience
Since 2018 (8 years)
Registration #
001267903
Postcode
5034
📞 (08) 8208 4777🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melissa Jayne Drust★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2018 (8 years)
Registration #
001271847
Postcode
5034
📞 (08) 8357 7840🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tyson Daniell Marangon★★★★ 4.4 (22 reviews)

WRIGHT EVANS WEALTH PTY LTD
RegisteredTax Advice ✓
📍 23 B26, Wayville SA 5034
Experience
Since 2018 (8 years)
Registration #
001268575
Postcode
5034
📞 (08) 8208 4777🌐 Website
Bachelor of CommerceGraduate Diploma in EducationDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kurtis Phillips★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2024 (2 years)
Registration #
001305178
Postcode
5034
📞 (08) 8357 7840🌐 Website
Bachelor of Science and Business AdminMasters of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Oliver Gray★★★★★ 5 (3 reviews)

KAIZEN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/10 Greenhill Rd, Wayville SA 5034
Experience
Since 2024 (2 years)
Registration #
001305177
Postcode
5034
📞 (08) 8357 7840🌐 Website
Business and ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Goodwood, SA 11 listings · 700m Keswick, SA 4 listings · 1km Millswood, SA 2 listings · 1km Unley, SA 43 listings · 1km Adelaide, SA 428 listings · 2km Black Forest, SA 3 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Wayville, 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 Wayville, 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.