How to choose a financial adviser
When choosing a financial adviser in Yarraville, 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.
📍 6/68-70 Old Princes Hwy, Beaconsfield VIC 3807
ExperienceSince 2002 (24 years)Registration #000395157Postcode3013
Investment Planning 1Superannuation & Retirement PlanningDiploma of Financial ServicesADEP
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2006 (20 years)Registration #000307158Postcode3013
Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1st/239 Lower Heidelberg Rd, Ivanhoe East VIC 3079
ExperienceSince 2007 (19 years)Registration #001008173Postcode3013
Bachelor of Commerce (Finance, Financial Planning, Marketing)Cert IV Mortgage Broking / FinanceDiploma Financial Services (Financial Planning)Cert IV Property Services (Real Estate)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2007 (19 years)Registration #000437813Postcode3013
Bachelor of Business (Financial Planning)Certified Financial Planner (CFP) Education ProgramSpecialist SMSF CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 27/1 Ricketts Rd, Mount Waverley VIC 3149
ExperienceSince 2010 (16 years)Registration #000384558Postcode3013
Bachelor of Business (Marketing)Certificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
ExperienceSince 2014 (12 years)Registration #000459008Postcode3013
Bachelor of ScienceMaster of ScienceAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 91 Hannell St, Wickham NSW 2293
ExperienceSince 2017 (9 years)Registration #001261647Postcode3013
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTASACLv1 Commercial LawFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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📍 201/175 Stephen St, Yarraville VIC 3013
ExperienceSince 2017 (9 years)Registration #001255240Postcode3013
Bachelor of Economics (Hons)Diploma of Financial PlanningGraduate Diploma of Financial PlanningCertified Independent Financial Adviser Association (CIFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2022 (4 years)Registration #001284673Postcode3013
Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningSMSF Specialist Advisor Accreditation ProgramSMSF Specialist Advisor of SMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Yarraville, 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 Yarraville, 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.