17 verified financial advisers

Financial Advisers in Stirling, WA

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

Verifying registration and authorisations

Every financial adviser shown for Stirling, 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 17 results

Peter Mark Jackson

CHALICE NOMINEES PTY. LTD.
RegisteredTax Advice ✓
📍 1/43 Cedric St, Stirling WA 6021
Experience
Since 1994 (32 years)
Registration #
000327707
Postcode
6021
📞 (08) 9271 9777🌐 Website
Bachelor of Commerce (Major)Chartered Accountant Program (CA)Diploma of Financial PlanningCFP Certification
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Paul Anthony Holly

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000290152
Postcode
6021
📞 (02) 8074 8599🌐 Website
Bachelor of BusinessCertified Practising AccountantCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trent Sanfead

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000245185
Postcode
6021
📞 1800 738 473🌐 Website
Foundation DFPCertificate 111 in Mortgage LendingDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jasmin Jakupovic

INSIGHT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2006 (20 years)
Registration #
000471794
Postcode
6021
📞 (08) 6315 2700🌐 Website
Advanced Diploma of Financial ServicesCertified Financial PlannerMargin LendingSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Arthur Balgera

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001002948
Postcode
6021
📞 1300 663 334🌐 Website
Diploma of Financial Services (Financial Planning)Tax for Financial Advising (Short Answer Exam)Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice) Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul James Summers

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001004018
Postcode
6021
📞 1300 663 334🌐 Website
Bachelor of Arts (Accounting & Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments ProgramAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Solomon Hart★★★★★ 4.7 (13 reviews)

COJAG PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 4/35 Cedric St, Stirling WA 6021
Experience
Since 2007 (19 years)
Registration #
000313642
Postcode
6021
📞 (08) 9344 7799🌐 Website
Graduate Certificate in TaxationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self managed superannuation advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert David Lurie

CHALICE NOMINEES PTY. LTD.
RegisteredTax Advice ✓
📍 1/43 Cedric St, Stirling WA 6021
Experience
Since 2008 (18 years)
Registration #
000328430
Postcode
6021
📞 (08) 9271 9777🌐 Website
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Roberto Malu

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000330378
Postcode
6021
📞 (03) 9328 3900
Bachelor of Commerce (Management and Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clint Nice

CHALICE NOMINEES PTY. LTD.
RegisteredTax Advice ✓
📍 1/43 Cedric St, Stirling WA 6021
Experience
Since 2014 (12 years)
Registration #
000450231
Postcode
6021
📞 (08) 9271 9777🌐 Website
Diploma of Financial Services (Financial Planning) FNS50804Bachelor of Commerce (Accounting and Financial Planning)RG146 Tier 1 Specialist Margin Lending CourseSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Ellen Rachel Deasy

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002861
Postcode
6021
📞 1300 663 334🌐 Website
925 Life Insurance and Skills ProgramBachelor of Commerce (Economics and Finance (Corporate))Advanced Diploma of Financial PlanningTax for Financial Advising Course (DFP5v3)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Daniel Mezzatesta

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001002165
Postcode
6021
📞 (03) 9328 3900
Bachelor of Commerce Major in Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jodie Melanie Domenica Hutton

SMSF ADVISERS NETWORK PTY LTD
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2016 (10 years)
Registration #
001249767
Postcode
6021
📞 1800 906 456🌐 Website
Bachelor of CommerceCPA ProgramSMSF Specialist Advisor ProgramFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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Remo Claudio Armando Venditti★★★★★ 4.7 (13 reviews)

COJAG PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 4/35 Cedric St, Stirling WA 6021
Experience
Since 2017 (9 years)
Registration #
001254606
Postcode
6021
📞 (08) 9344 7799🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Chartered AccountingCertified Financial Planner (CFP) Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven George Apostolou

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001257610
Postcode
6021
📞 (02) 8074 8599🌐 Website
Bachelor of Commerce (Banking and Finance)Diploma of Financial Planning (FNS50615)Financial Services Training PackageGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jordan Gregory Sarapunas

MATRIX PLANNING SOLUTIONS LIMITED
Not RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Registration #
001317611
Postcode
6021
📞 1300 663 334🌐 Website
Bachelor of Commerce (Finance and Financial Planning)FNS60920 Advanced Diploma of Paraplanning
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Nicola Butler

CHALICE NOMINEES PTY. LTD.
Not RegisteredTax Advice ✓
📍 1/43 Cedric St, Stirling WA 6021
Registration #
001318861
Postcode
6021
📞 (08) 9271 9777🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

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Nearby Financial Advisers

Innaloo, WA 2 listings · 2km Osborne Park, WA 94 listings · 2km Balcatta, WA 17 listings · 2km Doubleview, WA 2 listings · 3km Mount Hawthorn, WA 3 listings · 4km Scarborough, WA 2 listings · 5km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Stirling, 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 Stirling, 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.