5 verified financial advisers

Financial Advisers in Alexandria, NSW

Compare registered financial advisers in Alexandria, New South Wales. All listings sourced from the ASIC Financial Advisers Register.

Showing 5 results

Cheng Shen

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000411574
Postcode
2015
Bachelor of Commerce (Finance and International Business)Bachelor of EconomicsDiploma of Financial Services (Financial Planning)ADFS(FP): Taxation Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Christopher Tobin

HONEYWELL CAPITAL PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001242597
Postcode
2015
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nash Maktumi

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001233293
Postcode
2015
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Mcmillan

AWS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001234157
Postcode
2015
Bachelor of Business (Finance)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Venetia Yvonne Ridge

AWS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001304096
Postcode
2015
FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
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.