5 verified financial advisers

Financial Advisers in Keysborough, VIC

Compare registered financial advisers in Keysborough, Victoria. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for Keysborough, 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.

Showing 5 results

Elizabeth Anne Scott★★★★★ 5 (3 reviews)

PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 27 Keysborough Cl, Keysborough VIC 3173
Experience
Since 2001 (25 years)
Registration #
001002100
Postcode
3173
📞 (03) 9798 9900
Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

John Francis Carson★★★★★ 4.7 (3 reviews)

VIVID FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 466 Cheltenham Rd, Keysborough VIC 3173
Experience
Since 2008 (18 years)
Registration #
000327068
Postcode
3173
📞 (03) 9772 2998🌐 Website
ECOPS B.Ec AF311 Company LawECOPS B.Ec AF315 Income Tax LawBachelor Of EconomicsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Alan Lionel Marchingo★★★★★ 4.7 (3 reviews)

VIVID FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 466 Cheltenham Rd, Keysborough VIC 3173
Experience
Since 2013 (13 years)
Registration #
000439067
Postcode
3173
📞 (03) 9772 2998🌐 Website
Certificate IV in Finance & Mortgage Broking(FNS40811)AML / CTF CourseDiploma of Financial PlanningGraduate Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Kurukulasooriya Antony Viraj Evered Fernando★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001259161
Postcode
3173
📞 (02) 9248 0422🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of AccountingAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michael De Marco★★★★★ 4.7 (3 reviews)

QUALFIN ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 466 Cheltenham Rd, Keysborough VIC 3173
Experience
Since 2017 (9 years)
Registration #
001253784
Postcode
3173
📞 (03) 9772 2998🌐 Website
Bachelor of Commerce (Financial Planning, Accounting & Finance)FNSACC601B Prepare And Adrrinister Corrpliant Tax Returns For Legal EntitiesEthics and Professionalism in Financial Advice FPC002BCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →

Nearby Financial Advisers

Dandenong, VIC 13 listings · 5km Dingley Village, VIC 8 listings · 5km Chelsea Heights, VIC 2 listings · 5km Dandenong South, VIC 6 listings · 5km Aspendale, VIC 2 listings · 6km Edithvale, VIC 3 listings · 6km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Keysborough, 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 Keysborough, 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.