Question 1

How do I find a financial adviser in Sydney?

Accepted Answer

There are currently 4369 financial advisers listed in Sydney, NSW. You can browse by adviser type — financial planners, stockbrokers, mortgage brokers, and more — and filter by ASIC registration status, fee structure, and availability. Each listing shows services offered, consultation fees, and whether they're taking new clients.

Question 2

Do I need an ASIC registered financial adviser in Sydney?

Accepted Answer

If you're seeking personal financial advice, your adviser must hold an Australian Financial Services (AFS) licence or be an authorised representative of a licensee. You can verify an adviser's credentials on the ASIC Financial Advisers Register. Always check that your adviser is properly licensed before engaging their services.

Question 3

How much do financial advisers charge in Sydney?

Accepted Answer

Financial adviser fees in Sydney vary depending on the type of advice and complexity. Initial consultations typically range from $200-$500, while comprehensive financial plans can cost $2,000-$5,000+. Some advisers charge hourly rates, flat fees, or a percentage of assets under management. Check individual listings for current fee information.

Question 4

What's the difference between fee-only and commission-based advisers in NSW?

Accepted Answer

Fee-only advisers charge you directly for their services and don't receive commissions from product providers, reducing potential conflicts of interest. Commission-based advisers may earn commissions on financial products they recommend. Some advisers use a hybrid model. Use our filters to find advisers that match your preferred fee structure in Sydney.

Question 5

How do I choose a financial planner in Sydney?

Accepted Answer

A good financial planner helps you set and achieve your financial goals, from retirement planning to wealth building. Look for planners with relevant qualifications (CFP, FPA membership), experience with your specific needs, and a transparent fee structure. Consider whether they're independent or aligned with a product provider. Our directory shows each planner's specialisations and services.

Question 6

Can I use online financial advice services in Sydney?

Accepted Answer

Yes, many financial advisers in Sydney offer telehealth consultations via video call. This can be especially useful for ongoing reviews and general advice. Some advisers operate exclusively online, which may offer competitive fees. Use the telehealth filter to find advisers offering remote consultations.

Question 7

What financial services are available in Sydney?

Accepted Answer

Financial services in Sydney include financial planning, investment advice, mortgage broking, insurance advice, superannuation advice, accounting, tax planning, and stockbroking. Availability varies — larger cities have more choice, while regional areas may have fewer options. Our directory helps you see exactly what's available in Sydney.

Question 8

How long does it take to get a financial adviser in Sydney?

Accepted Answer

Wait times vary by adviser type and demand in Sydney. Many financial advisers can schedule an initial consultation within a week or two. During peak periods (tax time, end of financial year), waits may be longer. Our directory shows estimated wait times for each adviser so you can compare availability.

Financial Services in Sydney

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