What to expect from the engagement
Engaging a financial adviser for Glen Waverley, 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 2, Level 4/295 Springvale Rd, Glen Waverley VIC 3150
ExperienceSince 1993 (33 years)Registration #001000147Postcode3150
Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/406 Collins St, Melbourne VIC 3000
ExperienceSince 1998 (28 years)Registration #000263591Postcode3150
Bachelor of BusinessDiploma of Financial Planning FNB50802Advanced Diploma of Financial Planning)FNB60402Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 2007 (19 years)Registration #001008473Postcode3150
Master of Business (Professional Accounting)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/406 Collins St, Melbourne VIC 3000
ExperienceSince 2007 (19 years)Registration #000282830Postcode3150
Bachelor Commerce (Financial Planning)Advanced Diploma Financial Services (Financial Planning) FNB50802Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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📍 Suite 2, Level 4/295 Springvale Rd, Glen Waverley VIC 3150
ExperienceSince 2008 (18 years)Registration #001000153Postcode3150
Bachelor of BusinessDiploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2008 (18 years)Registration #000328633Postcode3150
Master of Applied FinanceDiploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramSelf Managed Suprannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2010 (16 years)Registration #000314782Postcode3150
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 10/122 Arthur St, North Sydney NSW 2060
ExperienceSince 2010 (16 years)Registration #000365766Postcode3150
Diploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
ExperienceSince 2011 (15 years)Registration #001002652Postcode3150
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/406 Collins St, Melbourne VIC 3000
ExperienceSince 2014 (12 years)Registration #000258191Postcode3150
Diploma Financial Planning FNS50611Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2015 (11 years)Registration #001007694Postcode3150
Bachelor of Commerce (Accounting & Finance)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 21 42/40 Montclair Ave, Glen Waverley VIC 3150
ExperienceSince 2016 (10 years)Registration #001264688Postcode3150
Bachelor Applied ScinceMasters Business AdminstrationDiploma Financial PlanningEthics and Professionalism in Financial Planning
Self-Managed Super (SMSF)
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📍 2/406 Collins St, Melbourne VIC 3000
ExperienceSince 2025 (1 years)Registration #001313368Postcode3150
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Glen Waverley, 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 Glen Waverley, 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.