What to expect from the engagement
Engaging a financial adviser for Moorabbin, Victoria follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
📍 Unit 2/445 Warrigal Rd, Moorabbin VIC 3189
ExperienceSince 1997 (29 years)Registration #001001355Postcode3189
Bachelor of BusinessDiploma of Financial PlanningSMSF Specialist AdvisorWealth Mgmt Symposium
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/406 Collins St, Melbourne VIC 3000
ExperienceSince 1998 (28 years)Registration #000253762Postcode3189
Investment Planning DFP3Retirement Planning DFP4Certified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 1998 (28 years)Registration #000258245Postcode3189
Diploma in Financial MarketsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Shop 2/2 Central Ave, Moorabbin VIC 3189
ExperienceSince 2003 (23 years)Registration #000242181Postcode3189
Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 2/2 Central Ave, Moorabbin VIC 3189
ExperienceSince 2003 (23 years)Registration #000245632Postcode3189
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/445 Warrigal Rd, Moorabbin VIC 3189
ExperienceSince 2004 (22 years)Registration #001001231Postcode3189
Diploma of Financial PlanningCertified Financial PlannerGraduate Certificate in CommerceMasters of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000279595Postcode3189
Bachelor of EconomicsCertified Practising AccountantDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 106/999 Nepean Hwy, Moorabbin VIC 3189
ExperienceSince 2005 (21 years)Registration #000347046Postcode3189
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningCertified Financial Planner Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/445 Warrigal Rd, Moorabbin VIC 3189
ExperienceSince 2007 (19 years)Registration #000384387Postcode3189
Bachelor of Arts (Accountancy)Advanced Deploma of Financial Services (Financial Planning)Self Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2009 (17 years)Registration #000334280Postcode3189
Bachelor of Business (Banking and Finance)Graduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/445 Warrigal Rd, Moorabbin VIC 3189
ExperienceSince 2011 (15 years)Registration #000413913Postcode3189
Batchelor of Business AccountancyPost Graduate CPASelf-Managed Super FundsEthics and Professionalism in financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/445 Warrigal Rd, Moorabbin VIC 3189
ExperienceSince 2016 (10 years)Registration #001242428Postcode3189
Bachelor of Commerce (Finance, Financial Planning and Commercial Law)Dipolma of Financial PlanningEthics and Professional in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 15/3368 Pacific Hwy, Springwood QLD 4217
ExperienceSince 2018 (8 years)Registration #001271520Postcode3189
Diploma of financial planningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001262126Postcode3189
Bachelor of CommerceDiploma of Financial PlanningCertified Practising AccountantFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 2/445 Warrigal Rd, Moorabbin VIC 3189
ExperienceSince 2024 (2 years)Registration #001303175Postcode3189
Bachelor of CommerceASIC Certificate IIIDiploma of Financial PlanningGraduate Diploma 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 Moorabbin, 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 Moorabbin, 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.