Greater Newcastle Adviser Collective
Financial advice near you

Find a trusted financial adviser near you.

Choose your suburb and connect with a local adviser in Port Stephens, Mayfield, Beresfield, Warners Bay or Belmont. One place to find and contact your nearest adviser.

Find your area Browse areas
Choose your suburb

Find your area

Select your suburb to see your local adviser and contact them directly by email or phone.

How we help you

One place to compare local financial advisers and choose who to contact

Find an adviser by suburb or specialty, see their focus areas, and get in touch directly by email or phone. Each adviser runs their own practice.

Unified but independent

A single public-facing brand for regional marketing, with each participating practice maintaining separate licensing and operations.

Higher local relevance

Suburb-led positioning supports searches like "financial adviser near me" and "retirement advice Warners Bay".

Consistent referral clarity

Transparent language around lead routing and adviser selection helps avoid confusion about legal entity status.

Service Capability

Combined expertise for common high-impact advice needs

The collective can present depth across retirement, insurance, superannuation and succession matters while still matching clients to local advisers.

SMSF strategy

Structuring, compliance scope, contribution planning and retirement transition strategy.

Business advice

Advice pathways for self-employed clients, key person risk and cashflow resilience.

Retirement and Age Pension

Income sustainability modelling, sequencing considerations and Centrelink interaction.

Insurance structuring

Personal and business cover strategy with practical claims support positioning.

Portfolio construction

Risk-aligned investment structures with regular review and market communication cadence.

Succession planning

Intergenerational strategies, estate considerations and family wealth continuity themes.

Client Confidence Signals

What clients say about our advisers

Real feedback from people across the Greater Newcastle region.

"Our adviser explained retirement options clearly and gave us a practical plan we could act on immediately."

Pat and Denise R., Warners Bay

"The process felt straightforward and local. We were connected quickly with an adviser who understood our business needs."

Michael T., Mayfield

"We appreciated clear communication around super and Centrelink implications before making any major decisions."

Helen S., Belmont

"Professional, approachable and genuinely interested in our goals. Couldn't recommend the team more highly."

James and Sarah M., Port Stephens

"Finally found an adviser who speaks plain English and doesn't push products. Just solid, tailored advice."

David L., Beresfield

Regional Coverage Map

Greater Newcastle adviser footprint

One embedded map gives users a quick view of the collective coverage area before selecting an adviser.

Tap to use map
Click a coloured area to see the local adviser.

Map © OpenStreetMap contributors.

Trust and compliance

Clear disclosure

Each adviser runs their own practice. This site helps you find and contact them; it is not a merged legal entity or a single AFSL.

Entity clarity

Each adviser profile should include individual operating entity details, AFSL status and Financial Services Guide links when final information is available.

  • No implied legal merger
  • No pooled revenue model by default
  • No shared AFSL representation implied

Referral transparency

Enquiries are routed to the selected adviser. Internal referrals, where relevant, should be disclosed clearly to clients and recorded appropriately.

  • Referral pathway notice
  • Service and scope clarity
  • Placeholder disclosure text pending legal review
Contact

Contact your local adviser

Use the Find your area section above to choose your suburb and contact that adviser directly by email or phone.