33 verified financial advisers

Financial Advisers in Charlestown, NSW

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

Showing 33 results

John Lawrence Tuckerman

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1986 (40 years)
Registration #
000259270
Postcode
2290
AccountancyFSR AccreditationChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesGovernment Debentures
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Peter Thomas Durbin

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 1986 (40 years)
Registration #
000259373
Postcode
2290
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentCertificate Course
SuperannuationSecuritiesGovernment Debentures
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Allan Gregory Dowsett

SHARTRU WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000247582
Postcode
2290
Industry Standard EducationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen John Garrett

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Registered
Experience
Since 1994 (32 years)
Registration #
000426108
Postcode
2290
Bachelor of CommerceAICD DiplomaDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darryn John Thode

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000334047
Postcode
2290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Lawrence Tuckerman

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 1995 (31 years)
Registration #
000259197
Postcode
2290
Bachelor of Commerce (Finance)FSR AccreditationTPB Code of Professional Conduct
SuperannuationLife InvestmentSecuritiesGovernment Debentures
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Adam Nash

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000257651
Postcode
2290
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris Krstevski

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000231765
Postcode
2290
Bachelor of Commerce (Accounting)Margin Lending & Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Todd Burnell

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000469417
Postcode
2290
Advanced Diploma Financial Services (Financial Planning) FNB60402Certified Financial Planner (CFP)RG146 Margin LendingDiploma Financial Planning FNS50611
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Duncan Ryan Schofield

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000249449
Postcode
2290
Diploma in Financial ServicesFAS Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graham Frater

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2002 (24 years)
Registration #
000248703
Postcode
2290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephan Konrad Pfister

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000278402
Postcode
2290
Advanced Diploma in AccountingDiploma of Financial PlanningGraduate Certificate, Professional AccountingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wayne Fowler

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000231764
Postcode
2290
Bachelor of CommerceMargin Lending & Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Anthony Ansell

ANSELL FINANCIAL PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000264235
Postcode
2290
Bachelor of CommerceCommerceChartered AccountantChartered Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Bradley Jacobs

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2005 (21 years)
Registration #
000296302
Postcode
2290
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart James Cain

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000282826
Postcode
2290
Bachelor of Arts (Science & Technology Studies)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Ross Miller

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000301843
Postcode
2290
Diploma of Financial PlanningMargin Lending Accreditation ProgramTASA and the TPB Code of Professional Conduct
SecuritiesGovernment Debentures
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Brenden Mark Banks

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000307423
Postcode
2290
Diploma of Business and ComputingDiploma of Financial MarketsTASA and the TPB Code of Professional Conduct
SuperannuationSecuritiesDerivativesGovernment Debentures
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Jonathon Gregory Mannion

INSIGHT INVESTMENT PARTNERS PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001004643
Postcode
2290
Bachelor of CommerceCertified Financial PlannerMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Bennett

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2010 (16 years)
Registration #
000364366
Postcode
2290
Diploma of Financial Services (financial planning)Matgin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley John Tuckerman

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000360168
Postcode
2290
Bachelor of EngineeringDiploma in Financial Services (Financial Planning)TASA and the TPB Code of Professional ConductMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathon Missingham

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2011 (15 years)
Registration #
001004188
Postcode
2290
Bachelor DegreeDiplomaAdvanced DiplomaCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph James Dagg

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000283217
Postcode
2290
Bachelor of MathematicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Upton

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000442736
Postcode
2290
Certificate III in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Salena Lee Stonehouse

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235895
Postcode
2290
Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Richard James Wright

AVALONFS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001243155
Postcode
2290
Bachelor Commerce (Finance & Economics)Diploma Financial Services FNS50104Diploma Financial Planning FNS50615Advanced Diploma Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Krstevski

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001257451
Postcode
2290
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jackson Rampant

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001265868
Postcode
2290
Diploma of Financial PlanningBachelor of Commerce (Accounting Honours)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Megan Louise Usher

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001261650
Postcode
2290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFellow Chartered Financial PractitionerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samantha Leigh Livingstone-Foggo

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2018 (8 years)
Registration #
001269452
Postcode
2290
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Wallace Anderton

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270304
Postcode
2290
Bachelor of BusinessBachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jordan Thomas Mackellar

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001307202
Postcode
2290
FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Rodney Yates

ORACLE ADVISORY GROUP PTY. LTD.
Not Registered
Registration #
001314379
Postcode
2290
Diploma of Financial PlanningEconomic & legal context for financial planningEthics & professionalism in financial adviceTax and commercial law for 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.