Verifying registration and authorisations
Every financial adviser shown for Ivanhoe, Victoria is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 1998 (28 years)Registration #000286333Postcode3079
Diploma of Financial Planning (DFP 1-8)Margin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #000232153Postcode3079
Certificate of Business Studies (Accounting)Bachelor of Business (Multidiscipline)Certified Practising Accountant (CPA)Chartered Accountant (CA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #000249923Postcode3079
Bachelor of Business (Accounting)8 Unit Diploma of Financial PlanningDiploma of Financial PlanningMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000307183Postcode3079
Bachelor of BusinessCertified Practising Accountant (CPA)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2007 (19 years)Registration #000301094Postcode3079
Graduate Diploma of AccountingDiploma of Financial ServicesSMSF Specialisation CourseAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2007 (19 years)Registration #000305874Postcode3079
Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2008 (18 years)Registration #000332598Postcode3079
Bachelor of AccountingDiploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2010 (16 years)Registration #000380229Postcode3079
Bachelor Of EconomicsDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2016 (10 years)Registration #001245034Postcode3079
Bachelor Business(Financial Planning)Advanced Diploma of Financial PlanningEthics for Financial Services (intensive)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
ExperienceSince 2017 (9 years)Registration #001256951Postcode3079
Bachelor of Commerce (Commercial Law)Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2018 (8 years)Registration #001261913Postcode3079
Bachelor of Commerce (International Business)Advanced Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2020 (6 years)Registration #001281560Postcode3079
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE016 Self-Managed Superannuation FundsMaster 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 Ivanhoe, 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, 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.