What to expect from the engagement
Engaging a financial adviser for Abbotsford, Victoria follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
📍 Level 1, East Wing/70 Trenerry Cres, Abbotsford VIC 3067
ExperienceSince 1981 (45 years)Registration #000233018Postcode3067
Diploma of Financial Services (Financial Planning)Financial Services(Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 1995 (31 years)Registration #000258469Postcode3067
Certified Financial PlannerSMSF Specialist AdviserCert IV Finance & Mortgage BrokingETHICS AND PROFESSIONALISM IN FINANCIAL ADVICE
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 1998 (28 years)Registration #000246010Postcode3067
Bachelor of CommerceCPA ProgramIntroductory Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 1999 (27 years)Registration #000245962Postcode3067
Certified Practising AccountantCertified Financial PlannerGraduate Diploma of Financial PlanningGraduate Diploma of Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 2003 (23 years)Registration #000239871Postcode3067
Bachelor of BusinessMaster of BusinessAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 2/88 Jolimont St, East Melbourne VIC 3002
ExperienceSince 2004 (22 years)Registration #000276285Postcode3067
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 Suite 106, Level 1/19 Thompson St, Abbotsford VIC 3067
ExperienceSince 2005 (21 years)Registration #001238687Postcode3067
Certified Financial PlannerDiplomaDiploma of Financial ServicesAdvanced Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 2008 (18 years)Registration #000274752Postcode3067
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 2013 (13 years)Registration #000434179Postcode3067
Bachelor of Applied Science (Exercise and Sport Science)FNS50611 Diploma of Financial PlanningSelf Managed Superannuation Funds accreditaionFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 2015 (11 years)Registration #001238077Postcode3067
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvice in Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2015 (11 years)Registration #001237737Postcode3067
Diploma of Financial PlanningGraduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2016 (10 years)Registration #001250606Postcode3067
Bachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
ExperienceSince 2017 (9 years)Registration #001254929Postcode3067
Bachelor of CommerceFinancial Adviser ExamFPC006 Tax and Commercial Law for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 3/54 Jephson St, Toowong QLD 4066
ExperienceSince 2018 (8 years)Registration #001267772Postcode3067
Bachelor of Finance majoring in Financial Planning & FinanceSelf Managed Superannuation FundsFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 2/88 Jolimont St, East Melbourne VIC 3002
ExperienceSince 2024 (2 years)Registration #001309365Postcode3067
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →
📍 Level 7/20 Mollison St, Abbotsford VIC 3067
Registration #001318730Postcode3067
Bachelor of BusinessGraduate Diploma of Financial PlanningFSC002B Ethics and Professionalism in Financial AdviceAustralian Institute of Company Directors (AICD)
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Abbotsford, Victoria 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 Abbotsford, Victoria 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.