How to choose a financial adviser
When choosing a financial adviser in Balwyn North, Victoria, 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.
📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 1989 (37 years)Registration #000236303Postcode3104
Diploma of Financial Services (Financial Planning)
Life InsuranceLife InvestmentRSA Products
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 1992 (34 years)Registration #000258305Postcode3104
Diploma of Financial ServicesDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 1992 (34 years)Registration #000258305Postcode3104
Diploma of Financial ServicesDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2001 (25 years)Registration #001008495Postcode3104
Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 2002 (24 years)Registration #000274397Postcode3104
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2003 (23 years)Registration #000341567Postcode3104
Advanced Diploma Financial Services (Financial Planning)Certified Financial Planner (CFP)Margin Lending and Geared InvestmentsSMSF Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2008 (18 years)Registration #000324081Postcode3104
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2012 (14 years)Registration #001237533Postcode3104
Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2013 (13 years)Registration #000444815Postcode3104
Certificate IV in Financial ServicesDiploma of Financial ServicesBachelor of FinanceBachelor of Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2018 (8 years)Registration #001267592Postcode3104
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser ProgramSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2018 (8 years)Registration #001272190Postcode3104
Diploma of Financial PlanningGraduate 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 Balwyn North, 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 Balwyn North, 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.