Verifying registration and authorisations
Every financial adviser shown for Mitcham, 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.
📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 1989 (37 years)Registration #000292201Postcode3132
Bachelor of Applied Science in Medical Laboratory SciencesDiploma of Financial PlanningChartered Life PractitionerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 14/1 York St, Sydney NSW 2000
ExperienceSince 1995 (31 years)Registration #001233080Postcode3132
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 1996 (30 years)Registration #000263260Postcode3132
Bachelor of Business (Economics & Finance)Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 9 Jasper Rd, Moorabbin VIC 3189
ExperienceSince 2000 (26 years)Registration #000224793Postcode3132
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending & Geared Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Jasper Rd, Moorabbin VIC 3189
ExperienceSince 2002 (24 years)Registration #000279333Postcode3132
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsMargin Lending & Geared InvestmentsAccredited Age Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2003 (23 years)Registration #001003888Postcode3132
Diploma of Financial PlanningSelf Managed Superannuation FundEthics and Professionalism in Financial AdviceAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 102/14 Simla St, Mitcham VIC 3132
ExperienceSince 2005 (21 years)Registration #000455809Postcode3132
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerASX Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2006 (20 years)Registration #000298337Postcode3132
Bachelor of Business (Banking & Finance)Graduate Diploma of Applied Finance & InvestmentMargin Lending and Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2008 (18 years)Registration #001008418Postcode3132
Diploma of Business (International Trade)B.com Major Finance and Financial PlanningBachelor of Commence (Finance and Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 102/14 Simla St, Mitcham VIC 3132
ExperienceSince 2018 (8 years)Registration #001270093Postcode3132
Bachelor of Business (Marketing)Diploma of Financial PlanningGraduate Dipolma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Jasper Rd, Moorabbin VIC 3189
ExperienceSince 2023 (3 years)Registration #001292572Postcode3132
Bachelor of Commerce (Financial Planning)Introduction to Physical ComputingACG Retirement Living & Aged Care Specialist TM ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Mitcham, 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 Mitcham, 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.