How to choose a financial adviser
When choosing a financial adviser in Toorak, 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.
📍 33 Hunter St, Sydney NSW 2000
ExperienceSince 1983 (43 years)Registration #000239279Postcode3142
Investment Planning 1Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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📍 Level 1/6 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2004 (22 years)Registration #001238034Postcode3142
Bachelor of Business (Banking & Finance)Graduate Diploma of Financial PlanningCertified Financial PlannerSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2005 (21 years)Registration #000290127Postcode3142
Bachelor of EconomicsMaster of FinanceTaxation PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/6 Riddell Parade, Elsternwick VIC 3185
ExperienceSince 2008 (18 years)Registration #001003891Postcode3142
Bachelor of BusinessDiploma of Finanial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 33 Hunter St, Sydney NSW 2000
ExperienceSince 2016 (10 years)Registration #001243758Postcode3142
Bachelor of Exercise ScienceAdvanced Diploma of AccountingFinancial Planning Essentials, Superannuation & Retirement Planning, Risk ManagementBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife Investment
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2017 (9 years)Registration #001253835Postcode3142
Diploma of Financial PlanningManaged Investment AdvisorGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 243 Bay St, Brighton VIC 3186
ExperienceSince 2017 (9 years)Registration #001251586Postcode3142
Bachelor of Commerce (Finance and Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial PlanningSelf Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2017 (9 years)Registration #001252992Postcode3142
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2018 (8 years)Registration #001271014Postcode3142
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 Level 2/14 Martin Pl, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001269189Postcode3142
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Toorak, 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 Toorak, 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.