How to choose a financial adviser
When choosing a financial adviser in Boronia, 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.
ExperienceSince 1987 (39 years)Registration #000241865Postcode3155
Bachelor of ScienceDiploma of Financial PlanningCommercial LawDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1996 (30 years)Registration #000246115Postcode3155
Diploma of Financial AdvisingSelf Managed Superannuation Fund Concepts WorkshopsCertified Financial Planner (CFP) Education ProgramMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 5/5-7 Chandler Rd, Boronia VIC 3155
ExperienceSince 1996 (30 years)Registration #000313686Postcode3155
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial PlanningASX Accredited Listed Product Adviser ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/14 Macquarie St, Belmont NSW 2280
ExperienceSince 2000 (26 years)Registration #000427583Postcode3155
Bachelor of Business (Accounting)Financial Planning & Wealth CreationSuperannuation: Advice & Regulation, Risk Management & Insurance ProductsFundamentals of Securities, Derivatives & Advising Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2000 (26 years)Registration #000245994Postcode3155
Graduate Diploma of TaxCertified Financial PlannerDiploma of Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2003 (23 years)Registration #000384320Postcode3155
Bachelor of CommerceGraduate Diploma of Financial PlanningAU Inhouse Securities AssessmentFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2005 (21 years)Registration #000282342Postcode3155
Bachelor of Business (Financial Planning)Certified Financial Planner Education ProgramAccredited Listed Product Adviser ProgramRetirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2006 (20 years)Registration #000291391Postcode3155
Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial ServicesMargin LendingSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 5/5-7 Chandler Rd, Boronia VIC 3155
ExperienceSince 2012 (14 years)Registration #001002508Postcode3155
Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsGraduate Diploma of Applied FinanceMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2018 (8 years)Registration #001271054Postcode3155
Bachelor of Arts (Criminal Justice Studies)Diploma of Financial PlanningAged Care CourseMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2018 (8 years)Registration #001267201Postcode3155
Bachelor of Applied ScienceGraduate Diploma in Business (Management)Diploma of Financial Services (Financial Planning)Diploma of Financial Planning (DFP1-3)
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 Boronia, 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 Boronia, 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.