How to choose a financial adviser
When choosing a financial adviser in Ivanhoe East, 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.
📍 216 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 1983 (43 years)Registration #000247539Postcode3079
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 216 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 1984 (42 years)Registration #000252535Postcode3079
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
ExperienceSince 1989 (37 years)Registration #000250041Postcode3079
Bachelor of BusinessDiploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 1993 (33 years)Registration #000264741Postcode3079
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecurities
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 1998 (28 years)Registration #001003825Postcode3079
Bachelor of Business (Accounting)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #000245822Postcode3079
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment8 Unit Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2001 (25 years)Registration #000247952Postcode3079
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
ExperienceSince 2001 (25 years)Registration #000242770Postcode3079
Bachelor of BusinessGraduate Diploma in Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 216 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2002 (24 years)Registration #000247538Postcode3079
Bachelor of BusinessDiploma of Financial PlanningMaster of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2003 (23 years)Registration #001005040Postcode3079
Bachelor of EconomicsCertified Practising AccountantDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2005 (21 years)Registration #001005039Postcode3079
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 246 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2005 (21 years)Registration #001004786Postcode3079
Bachelor of Business (Financial Planning)Bachelor of Business (Financial Planning)Certified Financial PlannerCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 216 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2007 (19 years)Registration #000337513Postcode3079
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma in Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #001004707Postcode3079
Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceMargin LendingMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
ExperienceSince 2015 (11 years)Registration #001236616Postcode3079
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2016 (10 years)Registration #001247908Postcode3079
FNS50610 Diploma of Financial PlanningBachelor of Business (Financial Planning) with DistinctionFPC002B Ethics and Professionalism in Financial AdviceSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 216 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2018 (8 years)Registration #001271254Postcode3079
Bachelor of BusinessDiploma of Financial PlanningSMSF Regulation and TaxationMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 216 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2024 (2 years)Registration #001311732Postcode3079
Bachelor of Finance (Honours)Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulation and Taxation
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 Ivanhoe East, 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 Ivanhoe East, 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.