How to choose a financial adviser
When choosing a financial adviser in Devonport, 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.
📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
ExperienceSince 2002 (24 years)Registration #000385543Postcode7310
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 16/252 Pitt St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #001003051Postcode7310
Master of Business AdministrationCertified Financial Planner (CFP)Graduate Diploma of Applied Finance and InvestmentFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2003 (23 years)Registration #001003050Postcode7310
Advanced Diploma in Business AccountingBachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #001004738Postcode7310
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2007 (19 years)Registration #000319338Postcode7310
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)SMSF CourseAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2007 (19 years)Registration #000315455Postcode7310
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2010 (16 years)Registration #001000786Postcode7310
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2014 (12 years)Registration #000458064Postcode7310
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001242332Postcode7310
Bachelor of Business (Banking & Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001250252Postcode7310
Diploma of Financial PlanningSelf Managed Super FundsEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 16/252 Pitt St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001251428Postcode7310
Bachelor of Management (Financial Planning & Commercial Law)Graduate Diploma of Financial Planning5 unit CFP Certification ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2026 (0 years)Registration #001310585Postcode7310
Bachelor of CommerceGraduate Diploma in PropertyGraduate 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 Devonport, 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 Devonport, 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.