How to choose a financial adviser
When choosing a financial adviser in Dandenong, 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.
📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 1988 (38 years)Registration #000265107Postcode3175
Bachelor of ArtsCertified Financial PlannerASX Listed Products Accreditation course (Share Valuation and Portfolio construction )Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 1994 (32 years)Registration #000264950Postcode3175
Bachelor of Business (Accounting & Life Insurance)Certified Practising AccountantExecutive Education ProgramExecutive Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3/50-56 Sanders St, Upper Mount Gravatt QLD 4122
ExperienceSince 1997 (29 years)Registration #000226107Postcode3175
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 5/16 Charlton Ct, Woolner NT 0820
ExperienceSince 2000 (26 years)Registration #001259292Postcode3175
Financial PlanningDFP8 Financial Plan Construction & ReviewDiploma in Financial PlanningSelf Managed Superannuation Funds
Self-Managed Super (SMSF)
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2005 (21 years)Registration #000294770Postcode3175
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CERTIFIED FINANCIAL PLANNERFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2006 (20 years)Registration #000249926Postcode3175
8 unit Diploma of Financial PlanningBachelor of BusinessAccredited Listed Product Adviser (ASX ALPA) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000292910Postcode3175
Bachelor of ArtsGraduate Diploma of Education and TrainingDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3/50-56 Sanders St, Upper Mount Gravatt QLD 4122
ExperienceSince 2006 (20 years)Registration #000298289Postcode3175
Master of Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2010 (16 years)Registration #001005007Postcode3175
Diploma of Financial Services (Financial Planning)Provide advice in Margin LendingFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentSecuritiesGovernment DebenturesRSA Products
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2016 (10 years)Registration #001247388Postcode3175
Bachelor of Business (Accounting)CPA ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001271559Postcode3175
Bachelor of Business (Economics and Finance)FPC002B Ethics and Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001271557Postcode3175
Bachelor of Business (Accounting, Banking and Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3/50-56 Sanders St, Upper Mount Gravatt QLD 4122
Registration #001318972Postcode3175
Master of Business (Applied Finance)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 Dandenong, 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 Dandenong, 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.