Verifying registration and authorisations
Every financial adviser shown for Nedlands, 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.
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1987 (39 years)Registration #000249468Postcode6909
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 1991 (35 years)Registration #000224478Postcode6009
Bachelor of Arts (Honours) Business StudiesSMSF Specialist Advisor (SSA) Accreditation ProviderCertificate IV in Finance & Mortgage BrokingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 1991 (35 years)Registration #000258227Postcode6009
Diploma of Financial PlanningCertified Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
ExperienceSince 1992 (34 years)Registration #000243410Postcode6009
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1996 (30 years)Registration #000317542Postcode6909
Diploma of Financial MarketsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 1/168 Stirling Hwy, Nedlands WA 6009
ExperienceSince 2002 (24 years)Registration #000240580Postcode6009
Bachelor of CommerceDiploma of Financial PlanningCFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/168 Stirling Hwy, Nedlands WA 6009
ExperienceSince 2005 (21 years)Registration #000284117Postcode6009
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentAdvanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
ExperienceSince 2006 (20 years)Registration #000298563Postcode6009
Graduate Certificate in Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramFPE016 Self Managed Super FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Unit 2/61 Hampden Rd, Nedlands WA 6009
ExperienceSince 2007 (19 years)Registration #000469001Postcode6009
Diploma of Financial Services (Financial Planning)Advanced Diploma of financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2011 (15 years)Registration #000406960Postcode6009
Bachelor of Commerce (Global Economics and Finance)Diploma of Financial Services (Financial Planning)Graduate Certificate of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2014 (12 years)Registration #001003411Postcode6909
Bachelor of Business (Finance/Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 2/139 Argyle St, Picton NSW 2571
ExperienceSince 2015 (11 years)Registration #000430767Postcode6009
Bachelor of Commerce (Accounting and Financial Planning)CPA ProgramAccredited Listed Product Adviser ProgramEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2021 (5 years)Registration #001283282Postcode6909
Bachelor of Commerce (Banking and Finance)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/168 Stirling Hwy, Nedlands WA 6009
ExperienceSince 2021 (5 years)Registration #001285138Postcode6009
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2024 (2 years)Registration #001305267Postcode6009
Bachelor of Commerce (Accounting & Finance)Accredited Aged Care ProfessionalGraduate Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
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 Nedlands, 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 Nedlands, 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.