How to choose a financial adviser
When choosing a financial adviser in Beaconsfield, 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.
📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 1984 (42 years)Registration #000379205Postcode3807
Diploma of Financial Services (Financial Planning)Stockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 1984 (42 years)Registration #000379205Postcode3807
Diploma of Financial Services (Financial Planning)Stockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 Suite 104/22 St Kilda Rd, St Kilda VIC 3182
ExperienceSince 1984 (42 years)Registration #000379205Postcode3807
Diploma of Financial Services (Financial Planning)Stockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment DebenturesRSA Products
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 1987 (39 years)Registration #000287974Postcode3807
CFP Certification Global excellence in financial planningGraduate Diploma in Personal Financial PlanningMaster of Personal Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000232465Postcode3807
Advanced Dip Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)CFP (Certified Financial Planner)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1, Level 4/31 Dalmore Dr, Scoresby VIC 3179
ExperienceSince 2018 (8 years)Registration #001261429Postcode3807
Diploma of ManagementFrontline ManagementBachelor of Commerce (Entrepreneurship and Innovation)Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1, Level 4/31 Dalmore Dr, Scoresby VIC 3179
ExperienceSince 2018 (8 years)Registration #001267421Postcode3807
Bachelor of Accounting and FinanceCertified Financial PlannerFinancial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 2026 (0 years)Registration #001314122Postcode3807
Bachelor of Economics with Major in International Trade and FinanceMaster of Business Information TechnologyGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Beaconsfield, 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 Beaconsfield, 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.