19 verified financial advisers

Financial Advisers in Bathurst, NSW

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

Showing 19 results

David Mcniven

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1989 (37 years)
Registration #
000425472
Postcode
2795
Bachelor of Business (Accounting)Diploma of Financial PlanningSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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James Anthony Campbell

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000249566
Postcode
2795
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Susanne Bestwick

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1993 (33 years)
Registration #
000250326
Postcode
2795
FPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gregory Meale

MBA WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
001002591
Postcode
2795
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Stuart Cole

SJC ADVISORY PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000325932
Postcode
2795
Bachelor of BusinessChartered AccountantCertified Financial PlannerSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Claire Elizabeth Russell

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000258313
Postcode
2795
Bachelor of Commerce (in Marketing)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Stafford Whitwell

CAPELLA ADVISORY PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000264734
Postcode
2795
Diploma of Financial PlanningCertified Financial PlannerMargin LendingASX Listed Product Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edward Brown

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000263910
Postcode
2795
Diploma of Financial Services (Financial Planning)ASX Responsible Executive ExamAdvanced Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ronald John Mccumstie

MBA WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001000516
Postcode
2795
Bachelor of Business (Accounting/Marketing)Certified Practising AccountantDiploma of Financial PlanningSpecialist in Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Stuart Gilchrist

FORTNUM ADVICE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000329352
Postcode
2795
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSFMargin Lending and Geared Inv
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dustin Charles Bartholomew

MBA WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001000517
Postcode
2795
Bachelor of Business (Finance)Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Gareth Ryan Adams

FORTNUM ADVICE PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000319949
Postcode
2795
Bachelor of Business (Financial Planning)Margin Lending and Geared Inv.SMSFALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Rapley

PARAGEM PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
001003252
Postcode
2795
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark James Anderson

FORTNUM ADVICE PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001002928
Postcode
2795
Bachelor of Business (Finance/Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Searle Travis

MBA WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001003684
Postcode
2795
Bachelor DegreeAdvanced DiplomaCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Michelle Lee O'Donnell

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001005337
Postcode
2795
Bachelor of Business StudiesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas John Barrett

FYG PLANNERS PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001008866
Postcode
2795
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Sutton

AKAMBO PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271269
Postcode
2795
Bachelor of AccountingCAInsuranceDiploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah-Jane Faulds

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001263539
Postcode
2795
Bachelor of Business (Accounting)SMSF Core CourseAccountants Essential AdviceGraduate Diploma of Financial Planning
Superannuation
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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.