What to expect from the engagement
Engaging a financial adviser for Canterbury, 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.
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1990 (36 years)Registration #000249864Postcode3126
Certified Financial PlannerDiploma of Financial PlanningSMSF Specialist AccreditionEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/19 Shierlaw Ave, Canterbury VIC 3126
ExperienceSince 1996 (30 years)Registration #000300146Postcode3126
Bachelor or BusinessGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1998 (28 years)Registration #000232091Postcode3126
Bachelor of BusinessDiploma of Financial PlanningMargin Lending & Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 1999 (27 years)Registration #000232092Postcode3126
Bachelor of Business (Accounting)8 Unit Diploma of Financial PlanningCertified Practicing Accountants ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/19 Shierlaw Ave, Canterbury VIC 3126
ExperienceSince 2001 (25 years)Registration #000260695Postcode3126
Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2002 (24 years)Registration #000241961Postcode3126
Foundation Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/19 Shierlaw Ave, Canterbury VIC 3126
ExperienceSince 2004 (22 years)Registration #000463661Postcode3126
Diploma of Financial Planning (1-7)Accredited Derivatives Adviser Level 1Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 level 3/240 Queen St, Brisbane City QLD 4000
ExperienceSince 2005 (21 years)Registration #000296464Postcode3126
Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/19 Shierlaw Ave, Canterbury VIC 3126
ExperienceSince 2010 (16 years)Registration #000354662Postcode3126
Bachelor of Commerce (Financial Planning)Accredited Derivatives Adviser Level 1Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Ground Floor/313 Canterbury Rd, Canterbury VIC 3126
ExperienceSince 2011 (15 years)Registration #000435234Postcode3126
Bachelor of Business (Economics / Finance & Management)Graduate Certificate of Wealth ManagementCertified Financial Planner (CFP) ProgramAged Care Steps accreditation training program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2023 (3 years)Registration #001295163Postcode3126
Certificate lll in Financial ServicesBachelor of AccountingBachelor of FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2025 (1 years)Registration #001314669Postcode3126
Graduate Cerificate of ManagementGraduate 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 Canterbury, 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 Canterbury, 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.