29 verified financial advisers

Financial Advisers in Caringbah, NSW

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

Showing 29 results

Mark Christopher Barling

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1983 (43 years)
Registration #
000250509
Postcode
2229
Diploma of Life InsuranceDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Coghlan

ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD
Registered
Experience
Since 1986 (40 years)
Registration #
000242910
Postcode
2229
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Craig Allen Sinclair

VISION PLANNING & FINANCE (AUST) PTY LTD
Registered
Experience
Since 1991 (35 years)
Registration #
000250453
Postcode
2229
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Antony Gordon Wray

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1992 (34 years)
Registration #
000249789
Postcode
2229
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared InvestmentsKaplan
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian Thomas Spedding

VISION PLANNING & FINANCE (AUST) PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000305243
Postcode
2229
Certified Financial Planner (CFP)DFP 8Diploma of Financial PlanningFinancial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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David John Martin

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000331062
Postcode
2229
DFP8 Financial Plan Construction and ReviewDiploma of Financial PlanningAccredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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John Bradley Hollyman

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000228980
Postcode
2229
Bachelor of BusinessDiploma of Financial Planning (DFP1-8)Certified Financial PlannerFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jarad Luke Stirling

STIRLING ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000276304
Postcode
2229
Graduate Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Specialist AdvisorMargin Lending and Geared InvestmentsMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Dallis Clout

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000250012
Postcode
2229
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin LendingAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jeffrey Allan Bartlett

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000291447
Postcode
2229
Certificate IV Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rebecca Carr

TOUCHPOINT FINANCIAL PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000296515
Postcode
2229
Bachelor of Commerce (Accounting & Finance)Diploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graham Anthony Taylor

TOUCHPOINT FINANCIAL PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000317359
Postcode
2229
Bachelor of BusinessCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hany Roshdy Salib

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000295240
Postcode
2229
Generic Financial PlanningManaged InvestmentsSuperannuation and Retirement PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jim Fairhall-Dickie

AUREUS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000289662
Postcode
2229
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Financial ServicesMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jackson Terrence Millan

AUREUS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000344212
Postcode
2229
Diploma of Financial Services (Financial Planning)Estate PlanningAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Thomas

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000423038
Postcode
2229
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett Raymond Stokes

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000325465
Postcode
2229
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ryan Garry Porter

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000337640
Postcode
2229
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60404Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Mcgregor Hayes

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000336837
Postcode
2229
SMSF CourseDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kade Glenn Anthony

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000413763
Postcode
2229
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alexandra Fay Homann

GPS WEALTH LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000466724
Postcode
2229
Bachelor of Commerce (Accounting and Finance)Chartered Accountant (CA)Self-Managed Superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Nadir Betalli

HNW PLANNING PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000341539
Postcode
2229
Diploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Nadir Betalli

HNW PLANNING PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000341539
Postcode
2229
Diploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Shineberg

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001241684
Postcode
2229
Master of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kurt Brown

AUSTRALIAN ADVISOR COLLECTIVE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001259164
Postcode
2229
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax AgentsCommercial Law for Tax Agents
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kylie Springall

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269948
Postcode
2229
Master of Business Administration (Finance)Graduate Diploma of Applied Finance and InvestmentDiploma of Investor RelationsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicolas Paul Saravanja

AUREUS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001262165
Postcode
2229
Bachelor of Commerce (Financial Planning)Certified Financial PlannerSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Durkin

AUREUS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001296237
Postcode
2229
Master of CommerceAdvanced Diploma of Financial ServicesMaster of Financial PlanningAged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell Brown

AUSTRALIAN ADVISOR COLLECTIVE PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001280865
Postcode
2228
Graduate Diploma of Financial PlanningSMSF Association
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.