What to expect from the engagement
Engaging a financial adviser for North Perth, Western Australia follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
ExperienceSince 1987 (39 years)Registration #000314822Postcode6006
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 34 Charles St, South Perth WA 6151
ExperienceSince 1994 (32 years)Registration #000231707Postcode6006
Bachelor of BusinessCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 7/1 Albert St, North Perth WA 6006
ExperienceSince 1998 (28 years)Registration #000236932Postcode6006
Diploma of Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Unit 8/435-439 Fullarton Rd, Highgate SA 5063
ExperienceSince 2003 (23 years)Registration #000226986Postcode6006
Bachelor of BusinessCertified Practicing AccountantNational Tax AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Unit 8/435-439 Fullarton Rd, Highgate SA 5063
ExperienceSince 2003 (23 years)Registration #000226986Postcode6006
Bachelor of BusinessCertified Practicing AccountantNational Tax AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 7/1 Albert St, North Perth WA 6006
ExperienceSince 2008 (18 years)Registration #000326851Postcode6006
Bachelor of BusinessDiploma of Financial ServicesCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 7/1 Albert St, North Perth WA 6006
ExperienceSince 2009 (17 years)Registration #001000975Postcode6006
Diploma of Financial ServicesGraduate Certificate in Financial PlanningMargin Lending & Geared InvestmentsApplied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 7/1 Albert St, North Perth WA 6006
ExperienceSince 2014 (12 years)Registration #001008655Postcode6006
CommerceFinancial PlanningSecurities, Managed Investments and Margin LendingEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2023 (3 years)Registration #001301308Postcode6006
Principles of Business and Corporations Law 7823AFEGraduate Diploma of Financial PlanningTax for Financial Advising TFAv1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
📍 7/1 Albert St, North Perth WA 6006
ExperienceSince 2025 (1 years)Registration #001311441Postcode6006
BusinessEconomicsMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in North Perth, 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 North Perth, 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.