What to expect from the engagement
Engaging a financial adviser for Port Melbourne, 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.
📍 466 Cheltenham Rd, Keysborough VIC 3173
ExperienceSince 1969 (57 years)Registration #000273028Postcode3207
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Unit 1/345 Plummer St, Port Melbourne VIC 3207
ExperienceSince 1984 (42 years)Registration #000229966Postcode3207
Official training program of the Australian Investment Planners associationCertificate IV in Financial Planning, (Financial Planning, Risk Insurance & Superannuation)Listed Product Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 1984 (42 years)Registration #000274407Postcode3207
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuper Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 74 Station St, Port Melbourne VIC 3207
ExperienceSince 1990 (36 years)Registration #000256596Postcode3207
Dip Financial PlanningMargin Lending & Geared InvestmentsDiploma of Finance & Mortgage Broking ManagementEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 1 B/4 Rocklea Dr, Port Melbourne VIC 3207
ExperienceSince 1999 (27 years)Registration #001238674Postcode3207
CFPDiploma Financial PlanningADA 1 and 2Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 10/122 Arthur St, North Sydney NSW 2060
ExperienceSince 2000 (26 years)Registration #000248461Postcode3207
Diploma of Financial ServicesSelf Managed Superannuation Funds Adviser CourseBachelor of BusinessCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Unit 1/345 Plummer St, Port Melbourne VIC 3207
ExperienceSince 2007 (19 years)Registration #000324097Postcode3207
Diploma Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 19/15 William St, Melbourne VIC 3000
ExperienceSince 2009 (17 years)Registration #000324144Postcode3207
Bachelor of Business and CommerceDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
ExperienceSince 2009 (17 years)Registration #000336272Postcode3207
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Unit 1 B/4 Rocklea Dr, Port Melbourne VIC 3207
ExperienceSince 2015 (11 years)Registration #001008741Postcode3207
Advance Diploma Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001238579Postcode3207
Graduate Diploma of Financial PlanningSelf Managed Super FundsMaster of Applied FinanceFinancial Advice Association of Australia (FAAA)
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 Port 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 Port 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.