Verifying registration and authorisations
Every financial adviser shown for Warragul, 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.
📍 40 Queen St, Warragul VIC 3820
ExperienceSince 1997 (29 years)Registration #000266365Postcode3820
Bachelor of BusinessCPACertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1997 (29 years)Registration #000427875Postcode3820
Diploma of Financial PlanningSMSF Specialist Advisor ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 50 Borthwick Ave, Murarrie QLD 4172
ExperienceSince 2001 (25 years)Registration #001003494Postcode3820
Bachelor of BusinessDiploma of Financial Advising5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2003 (23 years)Registration #001003218Postcode3820
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
ExperienceSince 2004 (22 years)Registration #000282533Postcode3820
Certified Financial PlannerDiploma of Financial PlanningSpecialist Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2007 (19 years)Registration #001004983Postcode3820
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #000420243Postcode3820
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSpecialist SMSF CourseEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
ExperienceSince 2013 (13 years)Registration #000449187Postcode3820
Diploma of Financial PlanningDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 42/600 Bourke St, Melbourne VIC 3000
ExperienceSince 2018 (8 years)Registration #001263666Postcode3820
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTASACLv1 Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 40 Queen St, Warragul VIC 3820
ExperienceSince 2018 (8 years)Registration #001264544Postcode3820
Bachelor of Business and CommerceCertified Practicing Accountant ProgramAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
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 Warragul, 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 Warragul, 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.