How to choose a financial adviser
When choosing a financial adviser in Willetton, 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.
📍 3A/356 Oxford St, Leederville WA 6007
ExperienceSince 1983 (43 years)Registration #000229837Postcode6155
Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3A/356 Oxford St, Leederville WA 6007
ExperienceSince 1986 (40 years)Registration #000234461Postcode6155
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3A/356 Oxford St, Leederville WA 6007
ExperienceSince 1986 (40 years)Registration #000234461Postcode6155
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000266827Postcode6155
Bachelor of Commerce (Banking & Commercial Law)Diplma of Financial Services (Financial Planning)Margin LendingDiploma of Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2001 (25 years)Registration #000241442Postcode6155
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of Business (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 215/396 Scarborough Beach Rd, Osborne Park WA 6017
ExperienceSince 2003 (23 years)Registration #000283305Postcode6155
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2007 (19 years)Registration #000311104Postcode6155
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce with First Class HonoursSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 3/30 Hickson Rd, Millers Point NSW 2000
ExperienceSince 2008 (18 years)Registration #000338543Postcode6155
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2011 (15 years)Registration #001252808Postcode6155
Bachelor DegreeBachelor of CommerceDiplomaDiploma of Financial Services (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 Willetton, 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 Willetton, 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.