Verifying registration and authorisations
Every financial adviser shown for Sale, 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.
📍 Court 4/33 Alfred St, Sydney NSW 2000
ExperienceSince 1996 (30 years)Registration #000247687Postcode3850
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 1999 (27 years)Registration #001001542Postcode3850
Bachelor of CommerceCFP CertificationDiploma 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 2000 (26 years)Registration #000242822Postcode3850
Bachelor of CommerceDiploma of Financial Planning (DFP 1-8)CFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2000 (26 years)Registration #000271766Postcode3850
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 16/252 Pitt St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #001003058Postcode3850
Bachelor of Education8 unit Diploma of Financial Planning5 unit CFP Certification ProgramMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2001 (25 years)Registration #000286577Postcode3850
Bachelor of BusinessDiploma of Financial AdvisingMargin lending and Geared investmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 2004 (22 years)Registration #000278349Postcode3850
Bachelor of Business (Financial Planning) with DistinctionCFP CertificationAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/64 Church St, Traralgon VIC 3844
ExperienceSince 2010 (16 years)Registration #001001063Postcode3850
Advanced Diploma Financial Services (Financial Planning)Diploma of Share Trading & InvestmentSMSF Specialist AdviserGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 2015 (11 years)Registration #001236413Postcode3850
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/64 Church St, Traralgon VIC 3844
ExperienceSince 2016 (10 years)Registration #001248796Postcode3850
Diploma of Financial PlanningBachelor of CommerceCertified Financial Planner (CFP)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 2016 (10 years)Registration #001250298Postcode3850
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 2017 (9 years)Registration #001256297Postcode3850
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1/64 Church St, Traralgon VIC 3844
ExperienceSince 2018 (8 years)Registration #001269484Postcode3850
Bachelor of Business (Accounting)CPA Certificate of Public PracticeDiploma of Financial PlanningSuperannuation
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 2018 (8 years)Registration #001262076Postcode3850
Bachelor of Commerce (Finance)Bachelor of Commerce in Financial Planning with HonoursDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
ExperienceSince 2018 (8 years)Registration #001271903Postcode3850
Bachelor of Business & CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2024 (2 years)Registration #001305255Postcode3850
Bachelor of Commence (Economics and Finance)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
Registration #001318976Postcode3850
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 64-66 Foster St, Sale VIC 3850
Registration #001317677Postcode3850
Bachelor of Business (Management)Graduate Diploma of Financial Planning
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 Sale, 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 Sale, 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.