6 verified financial advisers

Financial Advisers in Brunswick, VIC

Compare registered financial advisers in Brunswick, Victoria. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for Brunswick, Victoria is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 6 results

Anna Maria Del Biondo

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000308850
Postcode
3056
📞 (03) 9209 9777🌐 Website
Bachelor of Business (Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Debra Gaye Robinson★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
Registered
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001001990
Postcode
3055
🌐 Website
RG 146 Securities, Futures Markets & Managed InvestmentsRG 146 SuperannuationProfessional Diploma in StockbrokingDerivatives Accreditation Program Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Paige

APP FINANCIAL ADVISERS PTY. LTD.
RegisteredTax Advice ✓
Experience
Since 2006 (20 years)
Registration #
001000463
Postcode
3056
Bachelor of Commerce & ScienceSMSF Specialist AdvisorBehavioural Finance FPBFI501AEthics and Professional Standards for Financial Advisers FPETH501A
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Christopher Wyn Watts

THE CJ PARTNERSHIP PTY LTD
RegisteredTax Advice ✓
Experience
Since 2008 (18 years)
Registration #
001004043
Postcode
3056
Bachelor of Arts (Honours) Business EconomicsAdvanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tharee Kim-Hai Siauw

INSIGHT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2009 (17 years)
Registration #
000333715
Postcode
3056
📞 (08) 6315 2700🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Onur Serbest

INSIGHT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2016 (10 years)
Registration #
000379996
Postcode
3056
📞 (08) 6315 2700🌐 Website
Bachelor of Commerce (Financial Planning)Certified Financial Adviser (CFP)Accredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Brunswick East, VIC 6 listings · 2km Carlton North, VIC 5 listings · 2km Coburg, VIC 4 listings · 2km Parkville, VIC 6 listings · 2km Fitzroy North, VIC 4 listings · 3km Ascot Vale, VIC 14 listings · 4km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Brunswick, 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 Brunswick, 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.