How to choose a financial adviser
When choosing a financial adviser in Werribee, 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.
📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 1986 (40 years)Registration #000265115Postcode3030
Bachelor of Business (Accounting)8 unit Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →
ExperienceSince 1994 (32 years)Registration #001001755Postcode3030
Self Managed Superannuation FundsAccredited Derivatives Adviser Renewal 2008Margin Lending Accreditation ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2004 (22 years)Registration #000276737Postcode3030
Bachelor of BusinessCertificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2005 (21 years)Registration #000384257Postcode3030
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →
📍 Unit 301/7 Rushford Ln, Werribee VIC 3030
ExperienceSince 2007 (19 years)Registration #000312382Postcode3030
Advanced Diploma Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
ExperienceSince 2008 (18 years)Registration #000334809Postcode3030
Bachelor of Commerce (Financial Accounting and Auditing)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser ( Personal Advice)
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →
📍 772A Station St, Box Hill North VIC 3129
ExperienceSince 2009 (17 years)Registration #000235900Postcode3030
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Accounting)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2011 (15 years)Registration #000402550Postcode3030
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →
📍 Unit 301/7 Rushford Ln, Werribee VIC 3030
ExperienceSince 2017 (9 years)Registration #001257409Postcode3030
Bachelor of Engineering (Chemical Engineering)Diploma of Financial PlanningAdvanced diploma of financial PlanningFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Werribee, 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 Werribee, 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.