How to choose a financial adviser
When choosing a financial adviser in North Melbourne, 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.
📍 Level 9/88 Laurens St, North Melbourne VIC 3051
ExperienceSince 2001 (25 years)Registration #000443954Postcode3051
Bachelor of EconomicsDesignated Trading RepresentativeGraduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA)Derivatives Accreditation Level 1 & 2
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/163 Eastern Rd, South Melbourne VIC 3205
ExperienceSince 2003 (23 years)Registration #000234874Postcode3051
Advanced Diploma of Financial Services (Financial Planning)Institute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 9/88 Laurens St, North Melbourne VIC 3051
ExperienceSince 2007 (19 years)Registration #000312809Postcode3051
Bachelor of Commerce (Corporate Finance)Graduate Diploma in Financial Planning (Historical SIA/FINSIA)ASX Accredited Listed Product AdviserCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 8/179 Queen St, Melbourne VIC 3000
ExperienceSince 2010 (16 years)Registration #000409907Postcode3051
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 5/95 Pitt St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001251920Postcode3051
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 9/88 Laurens St, North Melbourne VIC 3051
ExperienceSince 2017 (9 years)Registration #001260788Postcode3051
Certified Financial Technician (CFTe)Graduate Certificate in Applied FinanceAccredited Listed Product Adviser ProgramGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 9/88 Laurens St, North Melbourne VIC 3051
ExperienceSince 2017 (9 years)Registration #001251051Postcode3051
Bachelor of Applied ComputingDiploma of Business (Frontline Management)Master of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2017 (9 years)Registration #001255211Postcode3051
Law in Global Business HBL111Bachelor of Business (Accounting)Certified Practising AccountantFinancial Risk Management
Superannuation
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📍 Level 9/88 Laurens St, North Melbourne VIC 3051
ExperienceSince 2018 (8 years)Registration #001263295Postcode3051
Degree of Bachelor of Economics (Finance)Degree of Master of Business AdministrationMasters in Wealth ManagementTax for Financial Advising
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 North Melbourne, 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 North Melbourne, 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.