What to expect from the engagement
Engaging a financial adviser for Pascoe Vale, 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.
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1998 (28 years)Registration #000243472Postcode3044
Diploma of Financial PlanningCertified Financial PlannerASX Listed Product Accreditation Course (LPAC)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1999 (27 years)Registration #000243473Postcode3044
Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 1999 (27 years)Registration #001232920Postcode3044
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 2001 (25 years)Registration #001003505Postcode3044
Bachelor in Finance (Major in Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 2005 (21 years)Registration #001008472Postcode3044
Diploma of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 2005 (21 years)Registration #000417063Postcode3044
Bachelor of Business (Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 2011 (15 years)Registration #001004890Postcode3044
Advanced Diploma of Business (Marketing)Bachelor of Business (Human Relations, Marketing)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 16/39 Essex St, Pascoe Vale VIC 3044
ExperienceSince 2012 (14 years)Registration #001002228Postcode3044
Bachelor of Commerce (Financial Planning)Margin Lending & Geared InvestmentsSMSF Core CourseAccredited Aged Care Professional
SuperannuationLife InvestmentSecuritiesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2012 (14 years)Registration #000418931Postcode3044
Certificate III in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2018 (8 years)Registration #001262063Postcode3044
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2024 (2 years)Registration #001308451Postcode3044
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSuperConcepts Specialist SMSF Course
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 Pascoe Vale, 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 Pascoe Vale, 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.