How to choose a financial adviser
When choosing a financial adviser in Niddrie, 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.
📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2005 (21 years)Registration #000290962Postcode3042
DiplomaGraduate CertificateAdvanced DiplomaDiploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2009 (17 years)Registration #000339338Postcode3042
DiplomaEthics and Professionalism in Financial AdviceBachelor of Business (Financial Risk Management)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2010 (16 years)Registration #001002972Postcode3042
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 4/2 Walker St, Moonee Ponds VIC 3039
ExperienceSince 2013 (13 years)Registration #000445437Postcode3042
Bachelor of Business (Financial Risk Management)FPC002B Ethics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/54 Jephson St, Toowong QLD 4066
ExperienceSince 2014 (12 years)Registration #000470688Postcode3042
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2016 (10 years)Registration #001249885Postcode3042
FNS50615 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningAccredited Listed Product Adviser (ALPA)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2018 (8 years)Registration #001269093Postcode3042
SMSF Adviser (Personal Advice)Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2022 (4 years)Registration #001292116Postcode3042
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2024 (2 years)Registration #001303563Postcode3042
Bachelor of Commerce (Economics & Finance)Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
Registration #001316885Postcode3042
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser (ALPA)
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Niddrie, 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 Niddrie, 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.