How to choose a financial adviser
When choosing a financial adviser in Geraldton, 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.
📍 115 President St, Welshpool WA 6106
ExperienceSince 1984 (42 years)Registration #000242572Postcode6531
Diploma in Life InsuranceCerified Financial PlannerDiploma of Financial PlanningMargin Lending Gap Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000235631Postcode6530
Diploma of Financial Services (Financial Planning)Master of Professional AccountingEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 309 Hay St, Subiaco WA 6008
ExperienceSince 1997 (29 years)Registration #000235939Postcode6530
Diploma of Financial Planning (DFP 1Margin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Acacia Building, Garden Square Office Park, Level 1/643 Kessels Rd, Upper Mount Gravatt QLD 4122
ExperienceSince 1999 (27 years)Registration #000239968Postcode6530
Diploma of Financial PlanningMaster of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 58 Kings Park Rd, Perth WA 6000
ExperienceSince 2000 (26 years)Registration #000240579Postcode6530
Diploma of Financial PlanningCertificate in Applied Self Managed Superannuation Fund AdviceMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2005 (21 years)Registration #001003506Postcode6530
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2006 (20 years)Registration #000298340Postcode6530
Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 U7/273 Foreshore Dr, Geraldton WA 6530
ExperienceSince 2008 (18 years)Registration #000290288Postcode6530
PS146 Tier 1 ComplianceCourse in Professional Grain TradingAICD Company Directors Graduate CourseRG146 Regulations
Foreign Exchange
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2009 (17 years)Registration #000343363Postcode6530
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2011 (15 years)Registration #000283649Postcode6530
Certificate III in Financial Services (General Insurance)Diploma of Financial Services (Financial Planning)SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2017 (9 years)Registration #001251374Postcode6530
Bachelor of CommerceCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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📍 58 Kings Park Rd, Perth WA 6000
ExperienceSince 2017 (9 years)Registration #001256040Postcode6530
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 U7/273 Foreshore Dr, Geraldton WA 6530
ExperienceSince 2018 (8 years)Registration #001268952Postcode6530
Bachelor of Commerce (Accounting & Taxation)Diploma of Finance & Mortgage Broking (Dip FMBM)CPADFP1 FInancial PLanning Fundamentals
Foreign Exchange
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Geraldton, 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 Geraldton, 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.