How to choose a financial adviser
When choosing a financial adviser in Mandurah, 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 1998 (28 years)Registration #000242843Postcode6210
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds Adviser AccreditationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 4/9 Narabang Way, Belrose NSW 2085
ExperienceSince 1998 (28 years)Registration #000416796Postcode6210
Diploma of Financial Services (Financial Planning FNS50804)Advanced Diploma of Financial Services (Financial Planning FNS60404)Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 4/9 Narabang Way, Belrose NSW 2085
ExperienceSince 2000 (26 years)Registration #000260334Postcode6210
Bachelor of CommerceDiploma of Financial PlanningFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2001 (25 years)Registration #001004938Postcode6210
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFPE016 Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 115 President St, Welshpool WA 6106
ExperienceSince 2003 (23 years)Registration #000460681Postcode6210
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2006 (20 years)Registration #000339572Postcode6210
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 115 President St, Welshpool WA 6106
ExperienceSince 2007 (19 years)Registration #001002446Postcode6210
Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 4/9 Narabang Way, Belrose NSW 2085
ExperienceSince 2015 (11 years)Registration #001000103Postcode6210
Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingEconomic and Legal Context for Financial PlanningFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2016 (10 years)Registration #001244669Postcode6210
Bachelor of Commerce (Accounting and Small Business)Chartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2016 (10 years)Registration #001245707Postcode6210
Bachelor of BusinessCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2018 (8 years)Registration #001267910Postcode6210
BUS165 Principles of commercial lawBachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 29-33 Palmerston Cres, South Melbourne VIC 3205
ExperienceSince 2018 (8 years)Registration #001271240Postcode6210
Bachelor of AccountingChartered AccountantFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 2025 (1 years)Registration #001305133Postcode6210
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 4/9 Narabang Way, Belrose NSW 2085
ExperienceSince 2025 (1 years)Registration #001310604Postcode6210
Bachelor of Commerce (Accounting Major)Graduate Dipolma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 115 President St, Welshpool WA 6106
Registration #001311980Postcode6210
Diploma of Financial PlanningBachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
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 Mandurah, 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 Mandurah, 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.