How to choose a financial adviser
When choosing a financial adviser in Notting Hill, 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 19/15 William St, Melbourne VIC 3000
ExperienceSince 1980 (46 years)Registration #000237774Postcode3168
Diploma of Financial Services (Financial Planning)ADFS 1 Taxation PlanningADFS 3 Advanced Investment PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1988 (38 years)Registration #000225227Postcode3168
Foundation Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 1991 (35 years)Registration #000319426Postcode3168
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 1991 (35 years)Registration #000252514Postcode3168
Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 1996 (30 years)Registration #000252561Postcode3168
Diploma of Financial Planning (DFP 1-8)Margin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 1999 (27 years)Registration #000252562Postcode3168
8 unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/27-31 Duerdin St, Notting Hill VIC 3168
ExperienceSince 2001 (25 years)Registration #001006100Postcode3168
Bachelor of BusinessGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2001 (25 years)Registration #000252560Postcode3168
Bachelor EcoNomicsRG146 925 Tier 1 Compliance solutionRG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2003 (23 years)Registration #000230878Postcode3168
Foundation Diploma Financial Planning DFP1-4RG146 Margin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2/27-31 Duerdin St, Notting Hill VIC 3168
ExperienceSince 2003 (23 years)Registration #001003334Postcode3168
Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund(SMSF 1:Core Principles)Certified Financial PlannerAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2004 (22 years)Registration #000278355Postcode3168
Diploma of Financial AdvisingCertified Financial Planner (CFP)Graduate Diploma of Applied Finance and InvestmentSMSF Specialist Advisor (SSA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2006 (20 years)Registration #000298031Postcode3168
Advanced Diploma Financial Services (Financial Planning) FNB60402Margin Lending and Geared InvestmentsGraudate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2009 (17 years)Registration #001001983Postcode3168
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 2/27-31 Duerdin St, Notting Hill VIC 3168
ExperienceSince 2014 (12 years)Registration #001003208Postcode3168
Bachelor of Commerce (Financial Planning)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2015 (11 years)Registration #000442789Postcode3168
Taxation PlanningAdvanced 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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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2018 (8 years)Registration #001267366Postcode3168
Bachelor Business (Banking & Finance)Diploma Financial PlanningRG146 Managed Investments & SecuritiesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
Registration #001316897Postcode3168
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Notting Hill, 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 Notting Hill, 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.