5 verified financial advisers

Financial Advisers in Drouin, VIC

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

Verifying registration and authorisations

Every financial adviser shown for Drouin, 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

Barry Zeldenryk★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001000477
Postcode
3818
📞 (03) 9909 5800🌐 Website
Bachelor of International FinanceAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Charles Anderson★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2006 (20 years)
Registration #
000342805
Postcode
3818
📞 1800 455 118🌐 Website
Bachelor of Commerce (Accounting and Financial Planning)Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jason Croft★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001000473
Postcode
3818
📞 (03) 9909 5800🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business and CommerceFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Dean Tyler★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2018 (8 years)
Registration #
001267218
Postcode
3818
📞 1800 455 118🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial PlanningBachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Samuel William Batson★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Registration #
001318632
Postcode
3818
📞 (03) 9909 5800🌐 Website
Bachelor of Business (Sport Management)Business LawPrincipals of Income Tax LawDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Warragul, VIC 10 listings · 6km Trafalgar, VIC 2 listings · 18km Moe, VIC 5 listings · 21km Pakenham, VIC 3 listings · 24km Beaconsfield, VIC 8 listings · 33km Berwick, VIC 7 listings · 36km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Drouin, 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 Drouin, 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.