How to choose a financial adviser
When choosing a financial adviser in Bellerive, Tasmania, 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.
📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1987 (39 years)Registration #000250817Postcode7018
DFP 1-4RG146 Margin LendingCertified Financial Planner of the Financial Planning Association of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 1992 (34 years)Registration #000239766Postcode7018
Bachelor of CommerceChartered Accountant Program (CA)FPC002B Ethics and Professionalism in Financial AdviceFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 1993 (33 years)Registration #000239702Postcode7018
Bachelor of CommerceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 1999 (27 years)Registration #001002036Postcode7018
Diploma of Financial AdvisingCert IV in Finance & Mortgage BrokingDiploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2000 (26 years)Registration #000250446Postcode7018
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 75 MacKinnon Parade, North Adelaide SA 5006
ExperienceSince 2000 (26 years)Registration #000244693Postcode7018
Diploma of Financial Services (Financial Planning)ASX SecuritiesSelf Managed Super Fund CourseMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2001 (25 years)Registration #000302805Postcode7018
Diploma of Financial AdvisingCertified Financial PlannerDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2006 (20 years)Registration #000289370Postcode7018
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 75 MacKinnon Parade, North Adelaide SA 5006
ExperienceSince 2008 (18 years)Registration #000324754Postcode7018
Managed InvestmentsAccredited Listed Product Adviser ProgramDiploma of Financial Services (Financial Planning)Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #000448199Postcode7018
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Tier1: (928) Margin LendingBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Registration #001317359Postcode7018
Graduate 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 Bellerive, Tasmania 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 Bellerive, Tasmania 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.