3 verified financial advisers

Financial Advisers in Bateau Bay, NSW

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

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Ken Ryan★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD

Registered

📍 99 Musgrave Rd, Red Hill QLD 4059

Experience

Since 1978 (48 years)

Registration #

000267657

Postcode

2261

📞 0483 955 940 🌐 Website

Certificate IV in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecurities

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Sandy Michele Gosper★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

📍 Level 1/607 Bourke St, Melbourne VIC 3000

Experience

Since 1998 (28 years)

Registration #

001003445

Postcode

2261

📞 1300 306 900 🌐 Website

Diploma of Financial Planning (1-8)Certified Financial PlannerMargin LendingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stuart Mangion

BLUE OCEAN FINANCIAL SERVICES PTY LTD

RegisteredTax Advice ✓

Experience

Since 2002 (24 years)

Registration #

000304936

Postcode

2261

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate 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.