Verifying registration and authorisations
Every financial adviser shown for Rowville, Victoria is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1989 (37 years)Registration #000249127Postcode3178
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1993 (33 years)Registration #000249273Postcode3178
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)FPC001B Economic & Legal Context for Financial PlanningFPC004 Insurance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
ExperienceSince 2000 (26 years)Registration #001004947Postcode3178
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 SE 12.02/L12/484 St Kilda Rd, Melbourne VIC 3004
ExperienceSince 2001 (25 years)Registration #000264216Postcode3178
Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2002 (24 years)Registration #000303167Postcode3178
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2003 (23 years)Registration #000244724Postcode3178
Master of Business (Banking & Finance)Certificate IV in Finance & Mortgage BrokingDiploma of Financial PlanningEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
ExperienceSince 2008 (18 years)Registration #000322801Postcode3178
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
ExperienceSince 2009 (17 years)Registration #000333955Postcode3178
Diploma of Financial Planning FNS50804
SuperannuationLife InsuranceRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2011 (15 years)Registration #001002585Postcode3178
Bachelor of CommerceDiploma of Finanical Services (Financial Planning)Advanced Diploma of Finanical Services (Financial Planning)Client Engagement Skills Course (FPC007B)
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 Rowville, 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 Rowville, 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.