What to expect from the engagement
Engaging a financial adviser for Box Hill North, 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.
📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 1994 (32 years)Registration #000314371Postcode3129
Bachelor of Management with HonoursDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2000 (26 years)Registration #001000591Postcode3129
Bachelor of EconomicsPost Grad Diploma Applied Finance & InvestmentCertified Financial Planner (CFP)Graduate Dimploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2004 (22 years)Registration #001001618Postcode3129
Bachelor of BusinessAdvance Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2007 (19 years)Registration #001002660Postcode3129
Bachelor of Commerce/ArtsDiploma of Financial PlanningMargin LendingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2007 (19 years)Registration #001004453Postcode3129
Certificate III in Business (Legal Administration)Diploma of BusinessDiploma of Financial PlanningBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2008 (18 years)Registration #000327192Postcode3129
Bachelow of Business (International)Diploma of Financial Planning FNS50804Advanced Diploma of Financial PlanningGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2009 (17 years)Registration #000343370Postcode3129
Bachelor of Business (Financial Risk Management)Certificate IV Finance/Mortgage BrokingCertificate IV Finance/Mortgage BrokingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2012 (14 years)Registration #000430008Postcode3129
Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2014 (12 years)Registration #000457356Postcode3129
Master of Professional AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2016 (10 years)Registration #001239959Postcode3129
Bachelor of CommerceDiploma of Financial PlanningSecurities and Managed InvestmentsAdvance Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2023 (3 years)Registration #001299184Postcode3129
Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2025 (1 years)Registration #001312940Postcode3129
Bachelor of BusinessEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 772A Station St, Box Hill North VIC 3129
Registration #001317534Postcode3129
Graduate Diploma of Financial Planning
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 Box Hill North, 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 Box Hill North, 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.