How to choose a financial adviser
When choosing a financial adviser in Bundoora, 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.
📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1986 (40 years)Registration #000231062Postcode3083
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Aged Care Specialist Adviser CourseSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 1995 (31 years)Registration #000271792Postcode3083
Bachelor of BusinessCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 126 Torquay Rd, Grovedale VIC 3216
ExperienceSince 2000 (26 years)Registration #000230627Postcode3083
Bachelor of Business (Major in Accounting & Minor in Business Law)Certified Practising AccountantFinancial Planning SpecialistMargin Lending and Geared Investments Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000310864Postcode3083
Bachelor of EconomicsAdvanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 2004 (22 years)Registration #000263301Postcode3083
Risk ManagementDiploma of Financial Services (Financial Planning)Diploma of Financial PlanningDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2005 (21 years)Registration #000250749Postcode3083
Associate Diploma of Business AccountingDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #000391482Postcode3083
Bachelor of CommerceAccredited Listed Product Adviser ProgramSelf Managed Superannuation FundsSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001243031Postcode3083
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2023 (3 years)Registration #001299407Postcode3083
Bachelor of Business (Accounting & Finance)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2025 (1 years)Registration #001313525Postcode3083
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #001319906Postcode3083
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #001319272Postcode3083
Bachelor of Business (Financial Planning)Ethics abd Professionalism in Financial Advice
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 Bundoora, 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 Bundoora, 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.