Verifying registration and authorisations
Every financial adviser shown for Narre Warren, 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 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 1999 (27 years)Registration #001003801Postcode3805
Bachelor of CommerceGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #000337874Postcode3805
Bachelor DegreeCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2001 (25 years)Registration #000326139Postcode3805
Bachelor of BusinessDiploma Financial AdvisingCertified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000312500Postcode3805
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2004 (22 years)Registration #000247896Postcode3805
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2004 (22 years)Registration #000338320Postcode3805
Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000456202Postcode3805
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 27/1 Ricketts Rd, Mount Waverley VIC 3149
ExperienceSince 2008 (18 years)Registration #001240939Postcode3805
DFSAdvanced Diploma of Financial Services (Financial Planning)SMSF accreditationSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2008 (18 years)Registration #001002593Postcode3805
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2010 (16 years)Registration #000397733Postcode3805
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2011 (15 years)Registration #000451713Postcode3805
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 45/680 George St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #000436910Postcode3805
Bachelor of Commerce / Bachelor of LawsGraduate Diploma of Legal PracticeDimploma of Financial PlanningClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2015 (11 years)Registration #001003694Postcode3805
Bachelor of Commerce (Honours Course)Master of AccountingDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2016 (10 years)Registration #001250147Postcode3805
Bachelor of Commerce (Finance and Financial Planning)Gradulate Diploma of Financial PlanningSelf Managed Super FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2016 (10 years)Registration #001248466Postcode3805
Bachelor of Exercise ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Behavioral Finance Professional (ABFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 17, Angel Place, 123 Pitt St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001270260Postcode3805
Bachelor of CommerceFNS50615 Diploma of Financial PlanningManaged Investments and SecuritiesSMSF Regulation and Taxation
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 Narre Warren, 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 Narre Warren, 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.