What to expect from the engagement
Engaging a financial adviser for Doncaster East, 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 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 1987 (39 years)Registration #000260827Postcode3109
Bachelor of CommerceMargin Lending and Geared InvestmentsProvide Advice in Self Managed superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 1/1012 Doncaster Rd, Doncaster East VIC 3109
ExperienceSince 2003 (23 years)Registration #001001698Postcode3109
Bachelor of BusinessCertified Practising AccountantCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2003 (23 years)Registration #000242618Postcode3109
RG146 DFP1-4Bachelor of BusinessAdvanced Diploma of Financial Planning FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #000237105Postcode3109
Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Master of Taxation LawMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office 2/1 Railway Cres, Croydon VIC 3136
ExperienceSince 2004 (22 years)Registration #000249941Postcode3108
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 106/999 Nepean Hwy, Moorabbin VIC 3189
ExperienceSince 2007 (19 years)Registration #000316054Postcode3109
Bachelor of Business (Marketing)Advanced Diploma of Financial Services (Financial Planning)928S Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2008 (18 years)Registration #001273442Postcode3109
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #001001027Postcode3109
Bachelor of Economics and Transport ManagementCommercial Law LST5CMLTaxation ACC5TAXMaster of Accounting & Financial Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #000416586Postcode3109
Bachelor of Accountancy Honours DegreeMaster of Business LeadershipCavendish & ICFS Specialist SMSF CourseFNS60410 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2014 (12 years)Registration #000465100Postcode3109
Bachelor of Business (Financial Planning)ASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2014 (12 years)Registration #001002562Postcode3109
Bachelor of Arts (Tourism)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 1/1012 Doncaster Rd, Doncaster East VIC 3109
ExperienceSince 2016 (10 years)Registration #001248112Postcode3109
Bachelor of BusinessFinancial PlanningCertified Financial PlannerFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2017 (9 years)Registration #001253630Postcode3109
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2018 (8 years)Registration #001269708Postcode3109
Bachelor of Business (Economics & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2018 (8 years)Registration #001270921Postcode3109
Graduate Certificate in Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.Graduate Diploma of Financial Planning.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2024 (2 years)Registration #001303087Postcode3109
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
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 Doncaster East, 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 Doncaster East, 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.