13 verified financial advisers

Financial Advisers in Phillip, ACT

Compare registered financial advisers in Phillip, Australian Capital Territory. All listings sourced from the ASIC Financial Advisers Register.

Showing 13 results

Wayne Lucerne

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000255352
Postcode
2606
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Brammall

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
001005042
Postcode
2606
Diploma of Financial PlanningCertified Financial PlannerProfession of Independent Financial Advisers (PIFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Erroll Godbee

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Registered
Experience
Since 1996 (30 years)
Registration #
000290149
Postcode
2606
Bachelor of EconomicsDiploma of Financial PlanningTier 2 Compliance SolutionEthics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vicki Bryson

LOYALTY FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000309330
Postcode
2606
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Hugo Gillespie

PARKHILL HOME LOANS PTY LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000237615
Postcode
2606
Bachelor of Arts in AccountingSMSFCert IV in Finance & Mortgage BrokingMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Luke Alexander Smith

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000288708
Postcode
2606
Diploma of Financial MarketsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bridget Mary Poulos

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000300188
Postcode
2606
Diploma of Financial ServicesDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Steven John Barclay

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Registered
Experience
Since 2006 (20 years)
Registration #
000331374
Postcode
2606
Diploma of Financial PlanningBachelor of CommerceSMSF Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Susannah Sonja Kulincevic

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001003397
Postcode
2606
Diploma of Financial PlanningGraduate Diploma of Financial PlanningProfession of Independent Financial Advisers (PIFA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aidan Michael Dixon

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Registered
Experience
Since 2016 (10 years)
Registration #
001246794
Postcode
2606
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Joy Mcaulay

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001242622
Postcode
2606
Diploma of Financial PlanningSecurities and Managed Investments ProgramTASA and the TPB Code of Professional ConductTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ingrid Schodde

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271062
Postcode
2606
Bachelor of Commerce in AccountingMaster of Taxation and Financial PlanningDiploma of Financial PlanningAged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexis Cross

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Registered
Experience
Since 2025 (1 years)
Registration #
001314154
Postcode
2606
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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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.