How to choose a financial adviser
When choosing a financial adviser in Echuca, 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.
📍 466 Cheltenham Rd, Keysborough VIC 3173
ExperienceSince 1982 (44 years)Registration #000264139Postcode3564
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 1988 (38 years)Registration #000277457Postcode3564
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 1989 (37 years)Registration #000231344Postcode3564
Bachelor of Business (Accounting)Financial Planning SpecialistMargin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 1997 (29 years)Registration #001002770Postcode3564
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 1997 (29 years)Registration #000224136Postcode3564
Diploma of Financial PlanningBachelor of BusinessMargin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #001003970Postcode3564
Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
ExperienceSince 2000 (26 years)Registration #000231347Postcode3564
Bachelor of BusinessCertified Practising AccountantMargin LendingPractice of Risk Management (PRM)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2001 (25 years)Registration #000260278Postcode3564
Master of Business AdministrationSelf Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2008 (18 years)Registration #001008791Postcode3564
Bachelor of CommerceCertified Financial Planner CFP 1, 2 & 4Ethics for Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 4/3 Loftus St, West Leederville WA 6007
ExperienceSince 2011 (15 years)Registration #000409876Postcode3564
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics for Financial ServicesGraduate Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2012 (14 years)Registration #000425320Postcode3564
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending (928S)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2015 (11 years)Registration #000468515Postcode3564
Diploma Of Financial Services (Financial Planning)Advanced Diploma Of Financial PlanningCertificate IV in Finance and Mortgage BrokingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 9/90 Collins St, Melbourne VIC 3000
ExperienceSince 2016 (10 years)Registration #001244432Postcode3564
Bachelor of Business (Accounting)CAAccountants SMSF PackageFPC002B Ethics and Professionalism in Financial Planning
Superannuation
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
Registration #001317395Postcode3564
BusinessFinancial 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 Echuca, 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 Echuca, 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.