How to choose a financial adviser
When choosing a financial adviser in Footscray, 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.
📍 127 Paisley St, Footscray VIC 3011
ExperienceSince 2003 (23 years)Registration #001002180Postcode3011
Batchelor of Business (Accounting)Diploma Financial PlanningAdvanced TaxationFellow of CPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 McNab Ave, Footscray VIC 3011
ExperienceSince 2005 (21 years)Registration #000284631Postcode3011
Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 4.03 Level 4/4-6 Bligh St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #000289097Postcode3011
Bachelor of BusinessMBAPS 146CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 1 McNab Ave, Footscray VIC 3011
ExperienceSince 2009 (17 years)Registration #001239779Postcode3011
Bachelor of Administrative StudiesGraduate Diploma of Financial Planning (Historical SIA / FINSIA)Self Managed Superannuation FundsTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 15, Fountain Corporate, Building B/2 Ilya Ave, Erina NSW 2250
ExperienceSince 2013 (13 years)Registration #000457045Postcode3011
Diploma of Financial PlanningDiploma of Life InsuranceAdvanced Diploma of Financial Planning (Practice Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/75 Moreland St, Footscray VIC 3011
ExperienceSince 2014 (12 years)Registration #001002777Postcode3011
Bachelor of ArtsGraduate Certificate in Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 McNab Ave, Footscray VIC 3011
ExperienceSince 2016 (10 years)Registration #001239836Postcode3011
Bachelor of Commerce (Corporate Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254161Postcode3011
Bachelor of CommerceSelf Managed Superannuation FundsEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 1 McNab Ave, Footscray VIC 3011
ExperienceSince 2018 (8 years)Registration #001269606Postcode3011
Bachelor of Commerce (Accounting and Commercial Law)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 McNab Ave, Footscray VIC 3011
ExperienceSince 2018 (8 years)Registration #001271153Postcode3011
Bachelor of Business (Accounting)Diploma of Financial PlanningAccredited Aged Care ProfessionalAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 McNab Ave, Footscray VIC 3011
ExperienceSince 2018 (8 years)Registration #001269610Postcode3011
Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramAdvanced Diploma of Financial PlanningGraduate Diploma of Financial 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 Footscray, 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 Footscray, 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.