What to expect from the engagement
Engaging a financial adviser for Beaumaris, 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 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 1988 (38 years)Registration #000318371Postcode3193
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)LRS Life Risk Specialist
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1999 (27 years)Registration #000400775Postcode3193
Bachelor of Business (International Trade)8 Unit Diploma of Financial PlanningAged Care SpecialistFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2000 (26 years)Registration #001002041Postcode3193
Certified Financial PlannerMaster of Financial PlanningMaster of Applied Finance (Financial Planning Major).Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/406 Collins St, Melbourne VIC 3000
ExperienceSince 2001 (25 years)Registration #000281469Postcode3193
Diploma
SuperannuationLife InsuranceLife Investment
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000305649Postcode3193
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2009 (17 years)Registration #000343467Postcode3193
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #000472108Postcode3193
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001246327Postcode3193
Bachelor of CommerceBachelor of CommerceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001245893Postcode3193
Bachelor of Commerce (Finance and Accounting)Certified Practicing Accountants (CPA) Australia ProgramAccountants Essential AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001262501Postcode3193
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Master of Commerce (Finance)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2025 (1 years)Registration #001311780Postcode3193
Bachelor of Commerce (Accounting)Certified Practicing Accountant (CPA)Master of Business AdministrationFPE014 Financial Accounting Principles
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 Beaumaris, 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 Beaumaris, 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.