How to choose a financial adviser
When choosing a financial adviser in Sandringham, 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.
ExperienceSince 2003 (23 years)Registration #000237157Postcode3191
Bachelor of Business (Banking and Finance)Bachelor of Business (Accounting)Advanced Diploma in Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 6/60 Bay Rd, Sandringham VIC 3191
ExperienceSince 2007 (19 years)Registration #000310175Postcode3191
Bachelor of Business (Marketing)Master of Business (Accounting)Diploma of Financial Services FNS50104CPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 6/60 Bay Rd, Sandringham VIC 3191
ExperienceSince 2007 (19 years)Registration #000310062Postcode3191
Bachelor of ArtsBachelor of EconomicsDiploma of Financial ServicesCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 168 Bay St, Brighton VIC 3186
ExperienceSince 2012 (14 years)Registration #000430165Postcode3191
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2012 (14 years)Registration #000430165Postcode3191
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2013 (13 years)Registration #001251794Postcode3191
Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2015 (11 years)Registration #001233961Postcode3191
Diploma of Financial PlanningFASEA Ethics Financial Advisers ExamAccredited Behavioural Finance ProfessionalChartered Retirement Planning Councillor
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2015 (11 years)Registration #001009030Postcode3191
FNS50615 Diploma of Financial PlanningIntroduction to Self Managed Superannuation FundsSecurities and Managed InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2016 (10 years)Registration #001242970Postcode3191
Advanced Self Managed Super Funds ProgramAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2016 (10 years)Registration #001249319Postcode3191
Foundations of Financial Planning Part A:Generic KnowledgeSuperannuation and Retirement PlanningDiploma of Financial PlanningDiploma of Financial Planning Certificate
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2018 (8 years)Registration #001267837Postcode3191
Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2023 (3 years)Registration #001297637Postcode3191
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 11/18-34 Station St, Sandringham VIC 3192
Registration #001284871Postcode3191
DFP5v5 Tax for Financial AdvisingFA649736 Financial Adviser ExamGraduate Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 11/18-34 Station St, Sandringham VIC 3192
Registration #001319578Postcode3191
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Sandringham, 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 Sandringham, 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.