25 verified financial advisers

Financial Advisers in Ballina, NSW

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

Showing 25 results

Leonardo Senese

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1994 (32 years)
Registration #
000259302
Postcode
2478
Bachelor of Commerce (Economics & Finance)Graduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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James Jason Cruz

EVOLUTION ADVISORY PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000247506
Postcode
2478
Diploma of Financial PlanningListed Product Accreditation Course (LPAC)Behavioural Finance and Investment Portfolio ManagementProfessional Ethics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Macgregor

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001000943
Postcode
2478
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Patrick Mcfadden

DIRECTION ADVICE GROUP PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000310317
Postcode
2478
Bachelor of Business (Accounting)Diploma of Financial PlanningGraduate Diploma of Applied Finance and InvestmentCertificate in Aged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ian Robert Hogarth

GALLAGHER BENEFIT SERVICES PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
001002896
Postcode
2478
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentCertified Practising AccountantGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett James Ulrick

EP FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000268331
Postcode
2478
Bachelor of Business (Accounting)Post Graduate Diploma Financial PlanningDerivatives Level 1 & 2Certified Financial Planner
SuperannuationSecuritiesDerivativesGovernment Debentures
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James Michael Penner

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000245133
Postcode
2478
Diploma of Financial PlanningASX Listed Products Accreditation CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jane Carr

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001004219
Postcode
2478
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf-Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kai Braendstrup Hansen

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000259279
Postcode
2478
Accredited Derivatives Adviser Level OneBachelor of Business (Financial Planning)Graduate Diploma Applied Finance and InvestmentASX Accredited Derivatives Adviser Level Two
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rosi Kay Pilgrim

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000286567
Postcode
2478
Bachelor of BusinessMaster of Financial PlanningCFP Certification ProgramEthics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert William Berry

MADISON FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000305343
Postcode
2478
Bachelor of BusinessDiploma of Financial ServicesMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Andrew Dougherty

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000329203
Postcode
2478
Bachelor of BusinessDiploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS60404Mortgage and Finance Association of Australia (MFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Allan Shoemark

CAPITAL ADVICE PARTNERS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000314641
Postcode
2478
Bachelor of Business (Accounting and Finance)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emma Walsh

WEALTH MANAGEMENT MATTERS PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000328244
Postcode
2478
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramPrinciples of Self Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leslie Charles Mcguire

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000330477
Postcode
2478
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Shane Rose

EP FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001006634
Postcode
2478
Bachelor of Business (Majoring in Accounting and Finance)Diploma of Chartered AccountingDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Michael Farrelly

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001234268
Postcode
2478
Diploma in Financial Sersvices (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anna Jean Miller

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001262783
Postcode
2478
Bachelor of Business (Tourism Management)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Garifalia Makrangelos

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2019 (7 years)
Registration #
001276995
Postcode
2478
Diploma of Financial AdvisingAssociate Diploma of Superannuation ManagementDiploma of Financial Services (Superannuation)Graduate Certificate in Business Administration
SuperannuationSecuritiesGovernment Debentures
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George Marshall

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001295253
Postcode
2478
Bachelor of EducationMaster of Business (Applied Finance)Financial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Callum James Carmont

WEALTH MANAGEMENT MATTERS PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001310751
Postcode
2478
Bachelor of BusinessBachelor of CommerceEthics and Professionalism in Financial AdviceAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carla Mcguire

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306252
Postcode
2478
FPC008Graduate Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Holly Rose Carter

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001308349
Postcode
2478
Bachelor of Business (Financial Planning (Extended))
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Joshua Graeme Gray

EVOLUTION ADVISORY PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001311804
Postcode
2478
Bachelor of Commerce (Financial Planning & Accounting)Estate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephanie May Stafford

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001311911
Postcode
2478
Accredited Listed Product Adviser ProgramFPE010FPE020Graduate 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.