5 verified financial advisers

Financial Advisers in Balmain, NSW

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

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Adam William Carey

LIONSGATE FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 1995 (31 years)

Registration #

000343752

Postcode

2041

Bachelor of ArtsDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Cadogan

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000231835

Postcode

2041

22160 Commercial Law 1Bachelor of Business (major Accounting)Chartered Accountants ProgramASX Listed Products Accreditation Course (LPAC)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig James Mcpherson

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000467332

Postcode

2041

Foundation DFPAdvanced Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Afiq Malek

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001007808

Postcode

2041

Graduate Diploma of Financial PlanningAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Richard Emil Faul

PGW FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001319153

Postcode

2041

Graduate 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.