45 verified financial advisers

Financial Advisers in Bella Vista, NSW

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

Showing 45 results

Mark Andrew Greenaway

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 1986 (40 years)
Registration #
000250779
Postcode
2153
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Adam John Goldstien

SGA ADVICE PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000248879
Postcode
2153
Graduate Certificate in Financial Planning7159AFE/7823GBS/7823AFE Principles of Business & Corp Law7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt7269AFE/7815AFE Ethics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Behlevanas

MONEYTAX FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000255806
Postcode
2153
Bachelor in Applied ScienceDiploma of Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew John Seamons

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000248801
Postcode
2153
Bachelor of BusinessDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rajesh Khatri

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000237551
Postcode
2153
Bachelor of EconomicsDiploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Mandigora

FRONTIER WEALTH ADVISERS PTY. LTD.
Registered
Experience
Since 1998 (28 years)
Registration #
000333639
Postcode
2153
Bachelor of Agricultural EconomicsGradualte Diploma in Agricultural EconomicsMaster of EconomicsGraduate Diploma in Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Reynolds

SGA ADVICE PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000326234
Postcode
2153
Graduate Certificate in Professional AccountingFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial PlanningFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pavil Ovchinnikoff

NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000229653
Postcode
2153
Bachelor of EconomicsGraduated Diploma in Applied Finance and InvestmentDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Rodney Charles Booker

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000250386
Postcode
2153
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sun Hee Hres

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
001253446
Postcode
2153
Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products AdviserMargin Lending & Geared InvestmentsSelf Managed Superannuations Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darryn Brian Fellowes

SGA ADVICE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000248549
Postcode
2153
Professional Certificate in Self Managed Superannuation Funds7269AFE/7815AFE Ethics and ProfessionalismGraduate Certificate in Financial Planning7159AFE/7823GBS/7823AFE Principles of Business & Corp Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sekou Seasay

FRONTIER WEALTH ADVISERS PTY. LTD.
Registered
Experience
Since 2000 (26 years)
Registration #
000263624
Postcode
2153
Bachelor of Business AdministrationhGradudate Diploma of Financial PlanningCertified Financial Planner AccreditationSMSF Specialist Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chan Kow Thong

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
001003307
Postcode
2153
Bachelor of EconomicsDiploma of Financial AdvisingSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gregory Burford

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000232138
Postcode
2153
Bachelor of Commerce (Accounting)Chartered Accountant (CA)Margin Lending & Geared InvestmentsFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Han Spendlove

MANDALAY WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000280882
Postcode
2153
Diploma of Financial PlanningSMSF Specialist AdvisorASX Listed ProductsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fernando Gomes Casanova

FINCHLEY & KENT PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000259605
Postcode
2153
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentRSA Products
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Kevin John Kroeger

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
001003319
Postcode
2153
Bachelor of Science in Electrical EngineeringDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mark Brogan

B. MOSES INVESTMENT SERVICES PTY LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001004865
Postcode
2153
FPA Foundation DFPMargin Lending and Geared InvestmentsAdvanced Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rajesh Malik

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000317303
Postcode
2153
Graduate Diploma (unrelated)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Leigh Birch

BIRCHCORP PTY. LTD.
Registered
Experience
Since 2008 (18 years)
Registration #
000346058
Postcode
2153
Bachelor Of EducationInvestment Banking InstituteGraduate Diploma of Financial PlanningAFCA
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Shitij Mann

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000329126
Postcode
2153
Master of Business AdministrationDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Shivi Malik

TEMPLESTONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000315237
Postcode
2153
Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Paul Smith

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000310280
Postcode
2153
Diploma of Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jigarkumar Shah

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
000337879
Postcode
2153
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew David Tame

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
001004022
Postcode
2153
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Listed Product Accreditation Course (LPAC)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gregory Mcloughlin

B. MOSES INVESTMENT SERVICES PTY LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000412015
Postcode
2153
Bachelor of Business (Accounting)Master of Commerce (Financial Planning)Accredited Aged Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Parame

ADVISORY CIRCLE PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000409072
Postcode
2153
Bachelor of BusinessMargin LendingSelf Managed Super FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Khyati Asher

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000403256
Postcode
2153
Diploma of Financial Services (Financial Planning)ASX Listed Product Accreditation Course (LPAC)FPC003 Superannuation and Retirement AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rebecca Lloyd

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000430013
Postcode
2153
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Akriti Gupta

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000453782
Postcode
2153
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Partha Saha

KINETIC FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000470533
Postcode
2153
Diploma of Financial Services (Financial Planning)Advice in Derivatives and Securities Skill SetAdvanced Diploma of Financial Services (Financial Planning)Super Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Roberto Marra

ADVICE ASSIST AUSTRALIA PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000454528
Postcode
2153
Bachelor of Commerce (Accounting)CPA ProgramPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jyoti Prasai

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001234618
Postcode
2153
Master in Business StudiesAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Martin Cossettini

FYG PLANNERS PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001236816
Postcode
2153
Diploma in Financial MarketsDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chandar Varadhan

TEMPLESTONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001239623
Postcode
2153
Master of Business (Management)Certified Financial PlannerCavendish & ICFS Specialist SMSF CourseCertificate IV Finance and Mortgage Broking (FNS40811)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Haddad

B. MOSES INVESTMENT SERVICES PTY LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001243365
Postcode
2153
Bachelor Business (Financial Planning)SMSF Regulations and TaxationFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kai Ki Angela Woo

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001250840
Postcode
2153
Bachelor of BusinessMaster of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nader Gariban

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255147
Postcode
2153
Bachelor of Commerce (Accounting)CPA Program Professional LevelDiploma of Financial Services (Financial Planning)Principles of Self Managed Superannuation Funds Certificate
SuperannuationLife InsuranceLife Investment
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Ruby Ranvir Singh Aujla

SHARTRU WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001254899
Postcode
2153
Bachelor of Business and Commerce (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Christopher Haddad

B. MOSES INVESTMENT SERVICES PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001273211
Postcode
2153
Bachelor of CommerceDiploma Financial Planning FNS50615Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dhiraj Karmacharya

ADVISORY CIRCLE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267893
Postcode
2153
Bachelor of ArtsDiploma of Financial PlanningMaster of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eldho Paul

MANTIS PARTNERS (AUSTRALIA) PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001008338
Postcode
2153
Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aaron Phuong

ADVISORY CIRCLE PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001299639
Postcode
2153
Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jobish Chandrankunnel Mathew

MANTIS PARTNERS (AUSTRALIA) PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001313673
Postcode
2153
Master of Professional AccountingCertified Public AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Neil Buob Varghese

MANTIS PARTNERS (AUSTRALIA) PTY LTD
Not Registered
Registration #
001320176
Postcode
2153
Master of Commerce (Extension) in Finance
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.