35 verified financial advisers

Financial Advisers in Como, WA

Compare registered financial advisers in Como, Western Australia. All listings sourced from the ASIC Financial Advisers Register.

How to choose a financial adviser

When choosing a financial adviser in Como, Western Australia, 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.

Showing 35 results

Odelia Marina D'Silva

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000235747
Postcode
6152
📞 (02) 9904 2792🌐 Website
Bachelor of Commerce (Financial Accounting & Audit)Bachelor of Law (General)Master of CommerceGraduate Diploma of Business Studies (Personal Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Odelia Marina D'Silva

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000235747
Postcode
6152
📞 (02) 9904 2792🌐 Website
Bachelor of Commerce (Financial Accounting & Audit)Bachelor of Law (General)Master of CommerceGraduate Diploma of Business Studies (Personal Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Garry John Addison★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1997 (29 years)
Registration #
000289993
Postcode
5152
📞 1800 455 118🌐 Website
Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Robert Charles Pyne★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 1997 (29 years)
Registration #
000236928
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of ScienceGraduate Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Troy Shannon Davey

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001002812
Postcode
6152
📞 (02) 9904 2792🌐 Website
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Christopher John Bailie★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 1999 (27 years)
Registration #
000281175
Postcode
6152
📞 1300 834 888🌐 Website
Diploma of Financial PlanningCertified Financial PlannerSMSF Adviser Education ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Tang

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2001 (25 years)
Registration #
000319009
Postcode
6152
📞 1800 062 134🌐 Website
Diploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emma Cork★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2002 (24 years)
Registration #
001005091
Postcode
6152
📞 1300 834 888🌐 Website
Certified Financial PlannerDiploma of Financial PlanningAustralian Institute of Company DirectorsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Joseph Burton★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2002 (24 years)
Registration #
001006726
Postcode
6152
📞 1300 834 888🌐 Website
Diploma of Financial MarketsDiploma of Financial PlanningCertified Financial PlannerSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Hern★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2003 (23 years)
Registration #
000238821
Postcode
6152
📞 1300 834 888🌐 Website
Taxation and Strategies for Financial PlanningGraduate Diploma in Financial PlanningCommercial LawTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Russell Black★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2003 (23 years)
Registration #
000287426
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of Business Double Major in Accounting FinanceDiploma of Financial ServicesSelf Managed Superannuation Funds (SMSF) Adviser AccreditationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Stuart Pyne★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2004 (22 years)
Registration #
000270319
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerCertificate IV Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lindsay Michael Binning★ 1.4 (23 reviews)

ASTUTE CAPITAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Suite 301, 116 Baker St, London W1U 6TS, UK
Experience
Since 2006 (20 years)
Registration #
000265126
Postcode
6152
🌐 Website
Bachelor of CommerceProfessional Year ProgrammeASX Listed Products Accreditation CourseMargin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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Antony Leith Minchin

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2009 (17 years)
Registration #
000341439
Postcode
6152
📞 1800 062 134🌐 Website
Advanced Diploma Financial Services (Financial Planning) FNS60404Self Managed Superannuation FundsTier 1 RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Anthony Surman★★★★★ 5 (5 reviews)

GILKISON GROUP PTY LTD
RegisteredTax Advice ✓
📍 1 Preston St, Como WA 6152
Experience
Since 2009 (17 years)
Registration #
000336682
Postcode
6152
📞 (08) 9364 1100🌐 Website
Graduate Certificate in Financial PlanningGraduate Diploma in Applied FinanceCFP Certification Program (5 Unit)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Liam Wallace★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2009 (17 years)
Registration #
000339587
Postcode
6152
📞 1300 834 888🌐 Website
Taxation 301Bachelor of Commerce Major in Financial Planning v1Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher James Taylor★★★★★ 5 (5 reviews)

GILKISON GROUP PTY LTD
RegisteredTax Advice ✓
📍 1 Preston St, Como WA 6152
Experience
Since 2010 (16 years)
Registration #
000415204
Postcode
6152
📞 (08) 9364 1100🌐 Website
Bachelor of Commerce (Finance and MarketingDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)CFP Certification Program (5 Unit)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Philip Kelly

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2010 (16 years)
Registration #
000354485
Postcode
6152
📞 1800 062 134🌐 Website
Bachelor of Science (Business Administration)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darryn-Lee Pereira

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2011 (15 years)
Registration #
000410921
Postcode
6152
📞 1800 062 134🌐 Website
Bachelor of Commerce (Management and Marketing)Estate Planning and Professional ResponsibilitiesPlanning for RetirementPrinciples of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Philip Scott

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001003203
Postcode
6152
📞 (02) 9904 2792🌐 Website
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cynthia Ko★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2013 (13 years)
Registration #
001004175
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CERTIFIED FINANCIAL PLANNER (CFP) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Anagno★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2013 (13 years)
Registration #
000443966
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of BusinessDiploma of Financial ServicesAdvanced Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zachary James Edward Sanders★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000464867
Postcode
6152
📞 (02) 9248 0422🌐 Website
Bachelor of Commerce Major in Financial Planning v3.SuperConcepts & ICFS Specialist SMSF CourseFPC002B Ethics and Professionalism in Financial Advice.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Nicholas John Bordi★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2015 (11 years)
Registration #
001266645
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of Commerce, Economics and Finance Double MajorDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan John Addison★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2015 (11 years)
Registration #
001236067
Postcode
6152
📞 1800 455 118🌐 Website
Diploma of Financial PlanningCommercial LawMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tahni Davison★★★★★ 5 (5 reviews)

GILKISON GROUP PTY LTD
RegisteredTax Advice ✓
📍 1 Preston St, Como WA 6152
Experience
Since 2015 (11 years)
Registration #
001007692
Postcode
6152
📞 (08) 9364 1100🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zacary James Leeson★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2015 (11 years)
Registration #
001234032
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rory James Mitchell

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
000278270
Postcode
6152
📞 (02) 9904 2792🌐 Website
Bachelor of BusinessBachelor of BusinessSMSF Specialist AdvisorDiploma of Financial Planning (FNS50610)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jodie Lisa Wickham★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2018 (8 years)
Registration #
001271419
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of Commerce Major in Financial Planning v3Commercial LawFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas William Sweeny★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2018 (8 years)
Registration #
001271418
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Isabella Serra-Jones★★★★★ 5 (5 reviews)

GILKISON GROUP PTY LTD
RegisteredTax Advice ✓
📍 1 Preston St, Como WA 6152
Experience
Since 2023 (3 years)
Registration #
001298800
Postcode
6152
📞 (08) 9364 1100🌐 Website
Bachelor of Commerce (Finance and Economics)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nathan Ross Morgan★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Experience
Since 2024 (2 years)
Registration #
001305049
Postcode
6152
📞 1300 834 888🌐 Website
Economics and Legal Context for Financial PlanningTax and Commercial Law for Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Cale Philip Jones★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
Not RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Registration #
001317742
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationGovernment DebenturesRSA Products
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Joshua Bradley Cripps★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
Not RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Registration #
001319672
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationGovernment DebenturesRSA Products
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Max Riley Pree★★★★★ 5 (6 reviews)

TFG AUSTRALIA PTY LTD
Not RegisteredTax Advice ✓
📍 115 President St, Welshpool WA 6106
Registration #
001316847
Postcode
6152
📞 1300 834 888🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationGovernment DebenturesRSA Products
Is this you? Claim this listing →

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Nearby Financial Advisers

South Perth, WA 69 listings · 2km Applecross, WA 11 listings · 3km Mount Pleasant, WA 8 listings · 4km East Victoria Park, WA 2 listings · 4km Perth, WA 498 listings · 5km East Perth, WA 28 listings · 5km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Como, 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 Como, 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.