Verifying registration and authorisations
Every financial adviser shown for Applecross, Western Australia 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.
📍 Level 4/3 Loftus St, West Leederville WA 6007
ExperienceSince 1995 (31 years)Registration #001001278Postcode6153
Diploma of Financial Services (Financial Planning)Postgraduate Diploma in Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/776 Canning Hwy, Applecross WA 6153
ExperienceSince 1998 (28 years)Registration #000227115Postcode6153
Bachelor of CommenceCertified Financial PlannerGraduate Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/776 Canning Hwy, Applecross WA 6153
ExperienceSince 2001 (25 years)Registration #000284397Postcode6153
Diploma Financial AdvisingSMSF Specialist AdvisorMargin Lending & Geared InvestmentsAdvanced Diploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 8/207 Kent St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000255362Postcode6153
Diploma of Financial AdvisingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 6/48 Kishorn Rd, Applecross WA 6153
ExperienceSince 2006 (20 years)Registration #000310392Postcode6153
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial Services (Financial Planning)CFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/776 Canning Hwy, Applecross WA 6153
ExperienceSince 2006 (20 years)Registration #000302791Postcode6153
Bachelor of Commerce (Finance & Marketing)Graduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 6/48 Kishorn Rd, Applecross WA 6153
ExperienceSince 2007 (19 years)Registration #000336681Postcode6153
Graduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 level 9/90 Collins St, Melbourne VIC 3000
ExperienceSince 2012 (14 years)Registration #000432668Postcode6153
Bachelor of Business (Accounting)Diploma of Financial PlanningAccreditation in Margin Lending & SMSFGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →
📍 1/776 Canning Hwy, Applecross WA 6153
ExperienceSince 2018 (8 years)Registration #001267988Postcode6153
Diploma of Financial PlanningBachelor of Commerce (Finance and Management)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/776 Canning Hwy, Applecross WA 6153
ExperienceSince 2025 (1 years)Registration #001308011Postcode6153
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 1/776 Canning Hwy, Applecross WA 6153
Registration #001318514Postcode6153
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Applecross, Western Australia 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 Applecross, Western Australia 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.