5 verified financial advisers

Financial Advisers in Kalgoorlie, WA

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

Verifying registration and authorisations

Every financial adviser shown for Kalgoorlie, 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 5 results

Gwyneira Brahma

BOWEN ADVICE SERVICE EXCHANGE PTY LTD
RegisteredTax Advice ✓
📍 1/42 Terrace Rd, Perth WA 6000
Experience
Since 1999 (27 years)
Registration #
001005894
Postcode
6430
📞 (08) 9021 6753🌐 Website
Bachelor of BusinessEquivalent to Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sharon Michelle Greber

FITZPATRICKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000241831
Postcode
6430
📞 (02) 9248 8000🌐 Website
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edward John Forkin★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000241830
Postcode
6430
📞 (02) 9248 0422🌐 Website
Advanced Diploma of Financial Services (Financial Planning)SMSFFinancial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Akash Brahma

BOWEN ADVICE SERVICE EXCHANGE PTY LTD
RegisteredTax Advice ✓
📍 1/42 Terrace Rd, Perth WA 6000
Experience
Since 2007 (19 years)
Registration #
001004206
Postcode
6430
📞 (08) 9021 6753🌐 Website
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Super FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Heddwyn Brahma

BOWEN ADVICE SERVICE EXCHANGE PTY LTD
RegisteredTax Advice ✓
📍 1/42 Terrace Rd, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270830
Postcode
6430
📞 (08) 9021 6753🌐 Website
Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nearby Financial Advisers

Esperance, WA 2 listings · 60km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Kalgoorlie, 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 Kalgoorlie, 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.