What to expect from the engagement
Engaging a financial adviser for Eltham, 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.
📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 1997 (29 years)Registration #000236025Postcode3095
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2002 (24 years)Registration #000278056Postcode3095
Bachelor of EconomicsDiploma of Financial PlanningMargin Lending & Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000232082Postcode3095
Bachelor of Commerce (Accounting)8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2004 (22 years)Registration #001000997Postcode3095
Diploma of Financial MarketsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2004 (22 years)Registration #000279411Postcode3095
Advanced Diploma of Financial Services (Financial Planning)Dip. of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2011 (15 years)Registration #001004058Postcode3095
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001257321Postcode3095
Bachelor of CommerceMaster of Accounting and Financial ManagementCertified Practicing Accountants (CPA) Australia ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2024 (2 years)Registration #001304978Postcode3095
ACC3TAXBachelor of Accounting (Majoring in Financial Planning)Bachelor of Economics (Majoring in Financial Planning)LST2BSL-Introduction to business law and ethics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2025 (1 years)Registration #001313504Postcode3095
Bachelor of CommerceMLC101MLC301
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Eltham, 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 Eltham, 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.