How to choose a financial adviser
When choosing a financial adviser in Kew 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.
📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 1989 (37 years)Registration #000241979Postcode3102
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
ExperienceSince 1990 (36 years)Registration #000248274Postcode3102
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAccredited Aged Care ProfessionalSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2000 (26 years)Registration #000331789Postcode3102
Bachelor of Business (Financial Planning) with DistinctionSMSFSMSFAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2006 (20 years)Registration #000290630Postcode3102
Advanced Diploma of Financial Services (Financial Planning)Certificate IV Finance and Mortgage BrokingAU Inhouse Securities AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2007 (19 years)Registration #000466770Postcode3102
Diploma of BusinessBachelor of BusinessDiploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2011 (15 years)Registration #000405608Postcode3102
Bachelor of Commerce (Majoring in Finance and Financial Planning)Invest Self-managed Superannuation funds assetsEthics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2014 (12 years)Registration #000455112Postcode3102
Bachelor of Economics (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAU Inhouse Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 5/95 Pitt St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001242086Postcode3102
Bachelor of Business (Financial Management)Master of Management (Accounting)Diploma of Financial PlanningMargin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2018 (8 years)Registration #001265117Postcode3102
Diploma of Financial PlanningBachelor of Commerce (Finance and Financial Planning)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 17-21 University Ave, Canberra ACT 2601
ExperienceSince 2018 (8 years)Registration #001269022Postcode3102
Diploma Financial Planning FNS50615Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2025 (1 years)Registration #001313313Postcode3102
Graduate Diploma of Financial PlanningSuperConcepts Specialist SMSF Course
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 Kew 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 Kew 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.