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Independent financial advisers: Brisbane and Queensland

SuperGuide has always recognised that financial advice can add significant value to your retirement plans, so long as it’s truly independent, free from conflicts of interest and in the best interests of the clients.

The challenge is finding it. With that in mind, we’ve been tracking Australia’s independent financial advisers since 2010 and compiled a nationwide directory to save you some of the legwork. Listed below are the independent financial advisers that are based in Brisbane and across Queensland.

But before we get to the list, it needs pointing out that not just any adviser can declare they are independent. There are rigorous standards that must be complied with. Click the button below to learn what defines independent financial advice.

According to ASIC, which regulates all Australian financial advisers:

Under [Section 923A of] the Corporations Act, a person who carries on a financial services business or provides a financial service is prohibited from using the terms ‘independent’, ‘impartial’ or ‘unbiased’, or any other term ‘of like import’ in relation to the business or service except where the person meets certain conditions, such as not receiving any commissions, volume-based payments or other gifts or benefits.

Many of the financial advisers listed below belong to the Profession of Independent Financial Advisers (PIFA) which requires all members to meet the following criteria:

  • No ownership links or affiliations with product manufacturers. Impartiality is impossible where an adviser has links to a product manufacturer. Ownership links create an environment where the adviser resembles, at best, a well-intentioned salesperson.
  • No commissions or incentive payments from product manufacturers. Commissions are payments made by product manufacturers to their distribution network. They create a conflict of interest between advisers and their clients.
  • No asset-based fees. Asset fees, although authorised by the client, are calculated on the volume of business an adviser places with a product manufacturer. (On this basis, advisers who receive a percentage fee from an administration platform or wrap can’t describe themselves as independent.) Asset fees are incentives that prevent an adviser from being impartial and therefore create a conflict of interest between adviser and client.


The list below includes financial advisers who are not members of the PIFA but who have signed a declaration that they only charge fees for service, and do not receive any remuneration from:

  • Commissions or trailing commissions
  • Asset-based fees for service, including trailing income or fees based on a percentage of assets under management
  • Bonuses (of whatever description)
  • Conflicted remuneration as defined in the Corporations Act 2001 (Cth) pt 7.7A div 4
  • Any other form of monetary or non-monetary remuneration that could reasonably give rise to a conflict between their interests and the interests of their clients.

Brisbane independent financial advisers

Ashgrove

Melloy Independent Wealth

Level 1

240 Waterworks Rd

Ashgrove

QLD 4060

www.melloywealth.com.au

AFSL: 558799

Advisers
Jon Melloy jon@melloywealth.com.au 0400 463 394

Brisbane

HSP Private Wealth

Level 9

87 Wickham Terrace

Brisbane

QLD 4000

hspprivatewealth.com.au

AFSL: 516358

Advisers
James Kenny james@hspprivatewealth.com.au 0419 540307
Tupicoffs

Level 11

410 Ann Street

Brisbane

QLD 4000

www.tupicoffs.com.au

AFSL: 302670

Advisers
Bianca Ford bianca.ford@tupicoffs.com.au (07) 32213066
Delma Newton delma.newton@tupicoffs.com.au (07) 32213066
Lachlan Kendall lachlan.kendall@tupicoffs.com.au (07) 32213066
Mark Milner mark.milner@tupicoffs.com.au (07) 32213066
Neil Kendall neil.kendall@tupicoffs.com.au (07) 32213066
Ross McConachie ross.mcconachie@tupicoffs.com.au (07) 32213066

Greenslopes

Roskow Independent Advisory

138 Juliette Street

Greenslopes

QLD 4120

www.roskow.com.au

AFSL: 429377

Advisers
Neil Salkow neil.salkow@roskow.com.au (07) 31023969
Samuel Turrisi samuel.turrisi@roskow.com.au (07) 31023969

Newstead

dozzi

Level 2, Lobby 1

76 Skyring Terrace

Newstead

QLD 4001

dozzi.com.au

AFSL: 490210

Advisers
Caleb Dozzi caleb@dozzi.com.au 1300 236994
Oxlade Financial

13/76 Doggett St

Newstead

QLD 4006

www.oxlade.com.au

AFSL: 535456

Advisers
Mark O'Flynn mark.oflynn@oxlade.com.au (07) 36677260
Simon Hepson simon.hepson@oxlade.com.au (07) 36677260
Seabridge Wealth

59 Doggett Street

Newstead

QLD 4006

seabridgewealth.com.au

AFSL: 528160

Advisers
John Hart john.hart@seabridgewealth.com.au 0413 752411

Paddington

Brand Financial

21 Agars Street

Paddington

QLD 4064

brandfinancial.com.au

AFSL: 511382

Advisers
Justin Brand contact@brandfinancial.com.au 1300 369 045

Spring Hill

O'Sullivan Financial

Level 9/87 Wickham Terrace

Spring Hill

QLD 4000

www.osullivanfinancial.com.au

AFSL: 516358

Advisers
Mace O'Sullivan mace@osullivanfinancial.com.au (07) 31024888

West End

Brisbane Independent Financial Advisory

Office 5, Level 4, 97 Boundary Street

Greenhouse, West Village

West End

QLD 4101

www.brisbaneindependent.com.au

AFSL: 563505

Advisers
Rebecca Scarrabelotti bec@brisbaneindependent.com.au (07) 35218044

Queensland regional independent financial advisers

Bundall

Addi House

L15, Corporate Centre One,

2 Corporate Court

Bundall

QLD 4217

www.addihouse.com.au

AFSL: 529764

Advisers
Cynthia Sercombe cynthia@addihouse.com.au (07) 55537942
Kearsten James hello@addihouse.com.au 0477 964503

Maroochydore

Arch Financial Planners

Level 2, 'Ocean Central'

2 Ocean Street

Maroochydore

QLD 4558

archfp.com.au

AFSL: 485276

Advisers
Jayne Graving jayne@archfp.com.au (07) 54527455

Are you an independent financial adviser?

If you’re an independent financial adviser that would like to be included on this list, please follow the instructions here.

Disclosure: SuperGuide is a Corporate Authorised Representative of Independent Financial Advisers Australia. Daniel Brammall is a director of both Independent Financial Advisers Australia and the Profession of Independent Financial Advisers (PIFA).

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