How to choose a financial adviser
When choosing a financial adviser in Bentleigh, 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.
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1991 (35 years)Registration #000248076Postcode3204
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →
📍 level 1/277 Centre Rd, Bentleigh VIC 3204
ExperienceSince 1999 (27 years)Registration #000264129Postcode3204
Bachelor of EconomicsCertified Financial PlannerAged Care SpecialistFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 58 Kings Park Rd, Perth WA 6000
ExperienceSince 2001 (25 years)Registration #000280099Postcode3204
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2003 (23 years)Registration #000312357Postcode3204
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 301/434 St Kilda Rd, Melbourne VIC 3004
ExperienceSince 2004 (22 years)Registration #000274373Postcode3204
Foundation DFPGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Office 2/1 Railway Cres, Croydon VIC 3136
ExperienceSince 2004 (22 years)Registration #000328672Postcode3204
Bachelor of Business AdministrationCertificate IV in Business (Frontline Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
Is this you? Claim this listing →
📍 Office 2/1 Railway Cres, Croydon VIC 3136
ExperienceSince 2005 (21 years)Registration #001255864Postcode3204
Post Graduate Diploma in AccountingGraduate Certificate in Financial PlanningTier 1 Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 9 Jasper Rd, Moorabbin VIC 3189
ExperienceSince 2009 (17 years)Registration #000305034Postcode3204
Bachelor of Economics & FinanceCertified Financial Planner ProgramSelf Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2010 (16 years)Registration #000345724Postcode3204
Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerASX Accredited Derivatives Adviser Level One
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 level 1/277 Centre Rd, Bentleigh VIC 3204
ExperienceSince 2017 (9 years)Registration #001256859Postcode3204
Bachelor or CommerceDiploma of Financial PlanningSMSF CertificationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
ExperienceSince 2018 (8 years)Registration #001294759Postcode3204
Bachelor of CommerceJuris DoctorGraduate Diploma of Legal PracticeGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 9 Jasper Rd, Moorabbin VIC 3189
ExperienceSince 2024 (2 years)Registration #001305475Postcode3204
Graduate Dipoloma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →
📍 Office 2/1 Railway Cres, Croydon VIC 3136
ExperienceSince 2025 (1 years)Registration #001308691Postcode3204
(MAA250) Ethics and Financial ServicesBachelor of Commerce (Majoring in Accounting and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Office 2/1 Railway Cres, Croydon VIC 3136
Registration #001316661Postcode3204
Diploma of Financial PlanningBachelor of BusinessEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Bentleigh, 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 Bentleigh, 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.