What to expect from the engagement
Engaging a financial adviser for Elsternwick, 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.
📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2001 (25 years)Registration #000280462Postcode3185
Bachelor of Economic ScienceMBADiploma of Financial Services (Financial Planning) FNB50802Self Managed Superannuation Funds (SMSF) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 4/3 Loftus St, West Leederville WA 6007
ExperienceSince 2007 (19 years)Registration #000311716Postcode3185
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #001001031Postcode3185
Bachelor of Economics8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 1/6 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2007 (19 years)Registration #001004074Postcode3185
Bachelor of Business (Financial Planning)Master of Applied FinanceCertified Financial PlannerEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Office 207/28 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2009 (17 years)Registration #001003855Postcode3185
Bachelor of BusinessGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/55 Phillip St, Parramatta NSW 2150
ExperienceSince 2010 (16 years)Registration #000382414Postcode3185
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsTASA and the TPB Code of Professional ConductTax (financial) adviser
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →
📍 Office 207/28 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2011 (15 years)Registration #001002813Postcode3185
Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 Office 207/28 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2012 (14 years)Registration #001004101Postcode3185
Bachelor of Business (Banking and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 Office 207/28 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2014 (12 years)Registration #001003850Postcode3185
Bachelor of Commerce (Financial Planning & Management)Certified Financial PlannerACS Accredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Office 207/28 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2018 (8 years)Registration #001270912Postcode3185
Tax for Financial AdvisingEthics and Professionalism in Financial AdviceSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
📍 Office 207/28 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2025 (1 years)Registration #001312889Postcode3185
Diploma of Finance & Mortgage Broking ManagementGraduate Certificate in Financial PlanningGraduate Diploma in Financial PlanningSMSF Specialist Advisor (SSA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 1/6 Riddell Parade, Elsternwick VIC 3185
Registration #001316810Postcode3185
Bachelor of Business and CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Elsternwick, 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 Elsternwick, 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.