Find a financial planner

The planners represented by the practices, dealer groups or associations listed below, have undertaken a level of training within or external to their groups to enable them to advise on ASX listed products. In addition, they have also committed to attend a minimum of four ASX presentations and training sessions each year. These sessions cover a range of ASX listed products, thus assisting them in maintaining their knowledge of current market developments.

ASX does not regulate or supervise financial planner practices, dealer groups or associations and as such relies upon those groups to ensure the planners listed continue to met these requirements.


Financial planner group

Association of Independently Owned Financial Planners (AIOFP) logo The Association of Independently Owned Financial Planners (AIOFP)
The Association of Independently Owned Financial Planners (AIOFP) is the nation’s largest association for independently owned practices. AIOFP members are not owned in any part by Financial Institutions and provide advice on products available across a wide range of providers. Members work on a fee for service basis, hold the prestigious and client relevant Certified Financial Strategist (CFS) designation and are experienced with ASX listed products.
Avenue Capital Management logo Avenue Capital Management
Avenue was built on core philosophies of respect, honesty, integrity and professionalism. Underpinned by these values, we are committed to providing our clients with quality advice and service and attention to detail. We will be open and transparent in all our dealings, answer all your questions to the best of our ability and provide you with advice that is suited to your needs.
FMD Financial logo FMD Financial
FMD Financial is a national privately owned financial planning business providing wealth management services to corporate and individual clients.  FMD Financial has a team of highly skilled and experienced professionals that have one ambition: to provide a high-quality financial planning service that delivers strategic advice in a unique and personal fashion.
Magnitude logo Magnitude
Professional advice is important, especially when it comes to your financial future. At Magnitude all our advisers are professionally qualified and experienced as we only work with the best, because you should only be given the best advice. Find a Magnitude adviser near you to get your financial future in shape.
Professional Investment Services logo Professional Investment Services (PIS)
Through our national network of experienced financial advisers and accountants, Professional Investment Services (PIS) is able to provide quality financial advice. At PIS we understand the decisions you make on how to manage your finances through each life stage can be overwhelming. Working with a PIS adviser you will be provided with a complete solution designed to meet your specific financial needs and goals.

ASX Accredited Listed Product Advisers (ALPA)

The attached lists detail contact points for successful candidates of the ASX Accredited Listed Product Adviser (ALPA) training program which is delivered by Kaplan Professional - a leading provider of vocational and postgraduate qualifications and continuing professional development for the financial services, tax and accounting and real estate sectors in Australia.

Details of Kaplan Professional and the ALPA program can be found at www.kaplanprofessional.edu.au.

The material contained within the 'Find a financial planner' section is information only. ASX does not represent or warrant that it is complete or accurate. The information is for education purposes only and any advice should be sought from a professional adviser. If you are seeking advice (including a recommendation or opinion) about a financial product you should consult an Australian financial services licensee. To the extent permitted by law, no responsibility for any loss arising in any way (including by way of negligence) suffered by anyone acting or refraining from acting as a result of this material is accepted by ASX.