7 verified financial advisers

Financial Advisers in Fremantle, WA

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

Verifying registration and authorisations

Every financial adviser shown for Fremantle, 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.

Showing 7 results

David Tilley

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
000255361
Postcode
6160
📞 (03) 9209 9777🌐 Website
Diploma of Business StudiesDiscovering The Options of Securities & FuturesInsurance and Risk in the Financial PlanningIntensive Course in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa Gavranich★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000231722
Postcode
6160
📞 1300 306 900🌐 Website
Bachelor of Business (major in Economics)Diploma of Financial PlanningCertified Financial PlannerSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Garton Smith

PRIMARY SECURITIES LTD
Registered
📍 3 Shuffrey St, Fremantle WA 6160
Experience
Since 2000 (26 years)
Registration #
001002117
Postcode
6160
📞 (08) 9430 5262🌐 Website
Bachelor of LawsBachelor of CommerceGraduate Diploma of Financial PlanningFinancial Adviser Exam (FASEA)
SecuritiesDerivatives
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Michael Aloysius Martin

MFP SOLUTIONS PTY LTD
RegisteredTax Advice ✓
Experience
Since 2003 (23 years)
Registration #
000293176
Postcode
6160
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningPrincipals in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ross Elliott Brown★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2003 (23 years)
Registration #
000331056
Postcode
6160
📞 (07) 5574 0244
Bachelor of Marketing and MediaSelf Managed Super Fund CourseDiploma of Financial PlanningASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wayne Nash

ROCKTON PTY LTD
RegisteredTax Advice ✓
Experience
Since 2006 (20 years)
Registration #
000303749
Postcode
6160
Certificate of Business StudiesDiploma of Business StudiesDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Collier★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001006492
Postcode
6160
📞 1300 138 848🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning FNS50804)Advanced Diploma of Financial Services (Financial Planning FNS60404)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nearby Financial Advisers

Kardinya, WA 3 listings · 6km Cottesloe, WA 7 listings · 6km Booragoon, WA 4 listings · 7km Bateman, WA 2 listings · 8km Claremont, WA 8 listings · 8km Applecross, WA 11 listings · 9km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Fremantle, 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 Fremantle, 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.