What to expect from the engagement
Engaging a financial adviser for Belmont, 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.
📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 2003 (23 years)Registration #000231672Postcode3216
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 2005 (21 years)Registration #000293995Postcode3216
Bachelor of Commerce (Economics and Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 2008 (18 years)Registration #000329442Postcode3216
M300 Bachelor of CommerceCertified Financial PlannerAccredited Aged Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2013 (13 years)Registration #000444350Postcode3216
Bachelor of Commerce major in Financial Planning (v1)Cavendish & ICFS Specialist SMSF CourseSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 2014 (12 years)Registration #000459164Postcode3216
Bachelor of Commerce (major in financial planning)Accredited Aged Care ProfessionalCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001252661Postcode3216
Bachelor of CommerceDiploma of Financial PlanningTax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 2025 (1 years)Registration #001310423Postcode3216
MLC101 Law for CommerceMLC301 Principles of Income Tax LawM300 Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
Registration #001317962Postcode3216
M300 Bachelor of CommerceMLC101 Law for CommerceMLC301 Principals of Income tax law
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Belmont, 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 Belmont, 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.