5 verified financial advisers

Financial Advisers in Cremorne, VIC

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

Verifying registration and authorisations

Every financial adviser shown for Cremorne, 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 5 results

Christopher Mark Littley★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1995 (31 years)
Registration #
000225221
Postcode
3121
📞 1800 455 118🌐 Website
8 unit Diploma of Financial PlanningSMSF CourseAustralian Taxation Law for Tax (Financial) AdvisersCommercial Law for Tax (Financial) Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Navindra Muniratna★ 1 (1 reviews)

BRERONA CAPITAL ASSET MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 8 Chapel St, Cremorne VIC 3121
Experience
Since 1998 (28 years)
Registration #
000263641
Postcode
3121
📞 (03) 9665 2499🌐 Website
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentStockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett John Mahony★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2002 (24 years)
Registration #
000250445
Postcode
3121
📞 1800 455 118🌐 Website
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett Peter Careedy★ 1 (1 reviews)

BRERONA CAPITAL ASSET MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 8 Chapel St, Cremorne VIC 3121
Experience
Since 2004 (22 years)
Registration #
000274843
Postcode
3121
📞 (03) 9665 2499🌐 Website
Bachelor of Business (Economics & Finance)Diploma in Financial MarketsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Adriana Oreskov

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
001001524
Postcode
3121
📞 0414 971 806🌐 Website
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentRSA Products
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Nearby Financial Advisers

South Yarra, VIC 47 listings · 1km Richmond, VIC 35 listings · 1km East Melbourne, VIC 10 listings · 2km Prahran, VIC 8 listings · 2km Southbank, VIC 53 listings · 3km Abbotsford, VIC 17 listings · 3km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Cremorne, 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 Cremorne, 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.