How to choose a financial adviser
When choosing a financial adviser in Leederville, 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.
📍 First Floor, 660C Newcastle St, Leederville WA 6007
ExperienceSince 1991 (35 years)Registration #000242196Postcode6007
Diploma of Financial PlanningSMSF CertificateAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 First Floor, 660C Newcastle St, Leederville WA 6007
ExperienceSince 1995 (31 years)Registration #000241901Postcode6007
Graduate Diploma of Applied Finance and InvestmentStatement of Attainment for Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesRSA Products
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 1997 (29 years)Registration #000243411Postcode6007
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002b Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 1998 (28 years)Registration #000249771Postcode6007
Bachelor of Business (Major in Accounting)Diploma of Financial PlanningMargin Lending and Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 First Floor, 660C Newcastle St, Leederville WA 6007
ExperienceSince 2000 (26 years)Registration #000242232Postcode6007
Advanced Diploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2001 (25 years)Registration #000249476Postcode6007
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Borrowings Specialist Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Sanctuary Cove, 39E The Prom, Hope Island QLD 4212
ExperienceSince 2006 (20 years)Registration #000302288Postcode6007
Diploma of Financial PlanningMargin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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📍 3A/356 Oxford St, Leederville WA 6007
ExperienceSince 2010 (16 years)Registration #000404351Postcode6007
Diploma of Financial Services (Financial Planning)Tax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 7/88 Broadway, Nedlands WA 6009
ExperienceSince 2010 (16 years)Registration #000463249Postcode6007
Bachelor of CommerceDiploma of Financial PlanningSecurities and Managed InvestmentsDFP5v3 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3A/356 Oxford St, Leederville WA 6007
ExperienceSince 2010 (16 years)Registration #000377450Postcode6007
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3A/356 Oxford St, Leederville WA 6007
ExperienceSince 2012 (14 years)Registration #000429531Postcode6007
Bachelor of BusinessAdvanced Diploma of Financial PlanningMaster of Professional AccountingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2014 (12 years)Registration #000463542Postcode6007
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of ArtsBachelor of Laws
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 4/3 Loftus St, West Leederville WA 6007
ExperienceSince 2015 (11 years)Registration #001008527Postcode6007
CA Certification Bachelor of CommerceSMSF Specialist AdvisorDiploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 First Floor, 660C Newcastle St, Leederville WA 6007
ExperienceSince 2016 (10 years)Registration #001245807Postcode6007
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2017 (9 years)Registration #001253081Postcode6007
Bachelor of Arts (English)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Leederville, 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 Leederville, 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.