Verifying registration and authorisations
Every financial adviser shown for Albert Park, Victoria is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 1984 (42 years)Registration #000250849Postcode3206
Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 1/36 Mills St, Albert Park VIC 3206
ExperienceSince 1989 (37 years)Registration #000250846Postcode3206
Certified Financial PlannerSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 1995 (31 years)Registration #000223011Postcode3206
Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super Funds Strategies Intensive Borrowing Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/36 Mills St, Albert Park VIC 3206
ExperienceSince 2003 (23 years)Registration #000250856Postcode3206
Bachelor of Business (Management)Advanced Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000253296Postcode3206
Bachelor of Business (Accounting)Post graduate Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2007 (19 years)Registration #000319481Postcode3206
Bachelor of Business (Economics & Finance)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)SMSF Specialist Advisors (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2011 (15 years)Registration #000405581Postcode3206
Bachelor of Business & Commerce (Accounting)Diploma in Financial ServicesAdvanced Diploma of Financial ServicesDiploma of Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2013 (13 years)Registration #001001019Postcode3206
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2016 (10 years)Registration #001244614Postcode3206
Bachelor of Business AccountingAdvanced Diploma in Financial PlanningCertified Financial PlannerFinancial adviser exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001268377Postcode3206
Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlanningFASEA (Financial Adviser) Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001271021Postcode3206
Diploma of AccountingBachelor of Commerce with DistinctionDiploma of Financial PlanningSecurities & Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2025 (1 years)Registration #001315613Postcode3206
Bachelor of ScienceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2025 (1 years)Registration #001306645Postcode3206
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Registration #001319759Postcode3206
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
Registration #001312545Postcode3206
Bachelor of Business (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 Albert Park, 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 Albert Park, 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.