97 verified financial advisers

Financial Advisers in Chatswood, NSW

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

Showing 97 results

Craig Allan Hewett

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1982 (44 years)
Registration #
000282343
Postcode
2067
Diploma Financial Planning (DFP)Certified Financial Planner (CFP)Accredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Wayne Edwin Lear

SHARTRU WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1982 (44 years)
Registration #
001272986
Postcode
2067
SMSF Specialist AdviserSMSF Specialist AdvisorTrust and Estate PractitionerMaster of Financial Planning (Dean's Merit List)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anthony John Beard

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1987 (39 years)
Registration #
001257401
Postcode
2067
Diploma of Financial PlanningGeneral Securities Representative (Series 7) ExaminationCavendish & ICFS Specialist SMSF CourseAdvanced Self Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Loula Kouzeleas

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 1987 (39 years)
Registration #
000253057
Postcode
2067
Bachelor of ScienceCertified Financial PlannerDiploma of Financial PlanningSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Maurice James Horlick

GILL AND CO ADVISORY PTY LTD
Registered
Experience
Since 1987 (39 years)
Registration #
000247942
Postcode
2067
Diploma Financial Services ( Financial Planning )Financial Adviser ExamAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Daniel Hyam Dreyfus

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1988 (38 years)
Registration #
000357979
Postcode
2067
Bachelor of CommerceMasters of Business AdministrationEthics and Professional RelationshipsAustralian Institute of Company Directors (AICD)
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

Robert Snell

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 1988 (38 years)
Registration #
000253063
Postcode
2067
Bachelor Of ArtsDiploma Of Financial PlanningSMSF Specialist AdviserMargin Lending and Geared investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Mark Wallis Willock

LBW STRATEGIC PTY LTD
Registered
Experience
Since 1991 (35 years)
Registration #
000235766
Postcode
2067
Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123)Risk ManagementChartered AccountantSuperannuation and Retirement Planning
SuperannuationLife InsuranceGovernment Debentures
Is this you? Claim this listing →

David Hasib

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 1992 (34 years)
Registration #
000231054
Postcode
2067
Estate Planning & Professional ResponsibilitiesInvestment Planning 2Margin Lending and Geared InvestmentsTaxation Fundamentals
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Lindsay Tang

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1995 (31 years)
Registration #
001005775
Postcode
2067
Bachelor of EconomicsMaster of Business in FinanceSDIA Accreditation Program AssessmentMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

Amanda Jane Lee

STEWART BROWN ADVISORY PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
001002105
Postcode
2067
Bachelor of EconomicsCPACertified Financial PlannerSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Keith Gleeson

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000239411
Postcode
2067
Bachelor of Commerce (Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Michael Briody

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1997 (29 years)
Registration #
001264503
Postcode
2067
Bachelor of CommerceCertificate in Financial MarketsLevel 2 Accredited Derivatives AdviserMargin Lending & Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
Is this you? Claim this listing →

Tony Chiu

BENTON ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000243603
Postcode
2067
Certified Financail PlanningMasters Degree Business and Administratiton (EMBA)SMSF Specialist AdviserFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

David Kissane

WEALTHPOOL ADVISERS PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000242803
Postcode
2067
Bachelor of EconomicsCertified Practising AccountantCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Sarah Jane Cavanagh

OAKWOOD FINANCIAL GROUP PTY LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000260389
Postcode
2067
Bachelor of EconomicsProfessional Year of StudyCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anthony James Malcolm Wieland

ACY SECURITIES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000337928
Postcode
2067
Accredited Derivatives AdviserPS146 Compliance Program
Is this you? Claim this listing →

Lyndon Brandt Watson

BLUEWATER FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000293330
Postcode
2067
Diploma of Financial PlanningDPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Anthony Marc Gleeson

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000239412
Postcode
2067
Bachelor of BusinessMargin Lending and Geared InvestmentsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

John Phillip Scully

TREND WEALTH PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000235888
Postcode
2067
Bachelor of Engineering (Hons)Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Samuel Yip

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000419040
Postcode
2067
Master of Financial PlanningFinancial Advice Association of Australia (FAAA)National Tax and Accountants Association
Superannuation
Is this you? Claim this listing →

Daniel Perkins

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001003621
Postcode
2067
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingCertified Financial Planner (CFP)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Andrew Bernard Kantas

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000230018
Postcode
2067
Diploma of Financial PlanningCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jamie Andersen

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000311734
Postcode
2067
Bachelor of Business (Finance & Accounting)Diploma of Financial Services (Financial Planning)ASX Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark David Berry

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
001005864
Postcode
2067
Bachelor of EconomicsFellow of the Institute of Actuaries of AustraliaFellow of the Financial Services Institute of AustraliaGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Timothy John Egger

KABEL ADVICE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000242750
Postcode
2067
Bachelor of Engineering (Civil)Advanced Diploma Of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Daniel Wen Young Lum

ICARE FINANCIAL PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000255787
Postcode
2067
Bachelor of BusinessGraduate Diploma of Financial PlanningCPACertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Keith Ho Yin Tse

ICARE FINANCIAL PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000324386
Postcode
2067
CommerceDiploma of Financial ServicesMargin Lending and Geared InvestmentsFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kieren James

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001273409
Postcode
2067
Bachelor of Commerce in Banking & FinanceGraduate Diploma in Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Rodel Manlapid Claudio

FINCHLEY & KENT PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000305645
Postcode
2067
Diploma of Financial Services (Financial Planning)Certified Financial Planner Education ProgramMargin Lending Course (928S)Certified Financial Planner of the Financial Planning Association of Australia
SuperannuationLife InsuranceLife Investment
Is this you? Claim this listing →

Terry Rhodes

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000242255
Postcode
2067
Master of Business AdministrationDiploma of Financial PlanningAdvanced Strategies for Self Managed SuperannuationDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Claire Louise Mackay

QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000255933
Postcode
2067
Bachelor of Commerce Bachelor of LawsChartered AccountantMaster of LawsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Gregory William Vock

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001255786
Postcode
2067
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Services Institute of Australasia
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Simon Gordon

BOMBORA ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001005434
Postcode
2067
Bachelor of Business (Marketing)Graduate Diploma of Applied Finance and InvestmentDiploma of Financial Planning FNS50804RG146 Margin Lending
SuperannuationLife InsuranceLife Investment
Is this you? Claim this listing →

Denise Bell

KABEL ADVICE PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000255100
Postcode
2067
Bachelor of BusinessChartered Accountant ProgramDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Services)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Denise Chambers

KABEL ADVICE PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000283999
Postcode
2067
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

James Ian Magor

BOMBORA ADVICE PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001002318
Postcode
2067
Bachelor of BusinessDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
Is this you? Claim this listing →

Jean Francois Patrice Jacquin

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
001002969
Postcode
2067
Bachelor of Science (Mathematics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Steve King Tong Leung

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001003849
Postcode
2067
Bachelor of ManagementCertified Financial PlannerGraduate Diploma of Financial PlanningSMSF Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Timothy John Mackay

QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000291576
Postcode
2067
Bachelor of Economics (Hons)Chartered AccountantMaster of Business AdministrationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Rebecca Jane Winnell

EVARO WEALTH PARTNERS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000300780
Postcode
2067
Bachelor DegreePost GraduateDiplomaPost Graduate
SuperannuationRSA Products
Is this you? Claim this listing →

Wenquan Zhang

MADISON FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001004662
Postcode
2067
Advanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Zvi Teichtahl

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000401926
Postcode
2067
Diploma of Financial PlanningMargin Lending and Geared Inv.ASX Acredited Listed Products Adviser (ALPA) ProgramCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Christopher Stewart Macdonald

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000314010
Postcode
2067
Bachelor of Commerce (Marketing & Economics)Diploma in Financial MarketsEthics and Professional RelationshipsAccredited Derivatives Adviser Level 1
SecuritiesDerivativesGovernment Debentures
Is this you? Claim this listing →

Geoffrey Martyn Taylor

PARAGEM PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000317206
Postcode
2067
Bachelor of CommerceBachelor of Science (Information Systems)Certified Practicing Accountant (CPA)Master of Business Administration (Executive)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Igal Prigan

PRIVEST LICENSEE SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000317735
Postcode
2067
Bachelor of Science (Mathematics, Computer Science & Complementary Studies)Master of Business Leadership (MBL)Master of Business LeadershipAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jeremy Paul Rankin

KABEL ADVICE PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000312697
Postcode
2067
Bachelor of CommerceMasters of LawMargin Lending and Geared InvestmentsFNS50804 Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Stuart James Mcdonald

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001002627
Postcode
2067
BACHELOR OF COMMERCEPOST GRADUATE DIPLOMA IN COMMERCEAdvanced Diploma Financial Services (Financial Planning) FNS60404DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anthony Psarakis

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000325357
Postcode
2067
Bachelor of CommerceSelf Managed Super FundsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Duncan James Derrington

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000325059
Postcode
2067
Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Kam Chuen Yuen

INTERGEN CAPITAL PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000324387
Postcode
2067
Bachelor of Commerce (Accounting and Finance)Diplona of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michelle Schembri

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000327275
Postcode
2067
Diploma of Financial Services (Financial Planning FNS50804)Advanced Diploma of Financial Planning (FNS60410)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Samantha Jane Obeney

PARAGEM PTY LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
000338490
Postcode
2067
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Simon Andrew Shepherd

FYG PLANNERS PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000334198
Postcode
2067
Bachelor of Business (Finance & Accounting)Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Elizabeth Anne Holland

PARAGEM PTY LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000345381
Postcode
2067
Certificate in ManagementDiploma of AccountingAccredited Aged Care ProfessionalAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anthony Deryl Street

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001005861
Postcode
2067
Bachelor of EconomicsMaster of EconomicsFellow of the Institute of Actuaries of AustraliaApplied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nicole Maree Raffin

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001005862
Postcode
2067
Bachelor of EconomicsFellow of the Financial Services Institute of AustraliaFellow of the Institute of Actuaries of AustraliaGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Bi-Chun Liang

STEWART BROWN ADVISORY PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001259811
Postcode
2067
Bachelor of BusinessChartered Financial AnalystEthics and Professionalism in Financial AdviceSpecialist Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Britt Kingsley

WEALTHPOOL ADVISERS PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000441895
Postcode
2067
Bachelor of Financial AdvisingCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Jie Jiao

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000457824
Postcode
2067
Bachelor of Commerce (Accounting & Finance)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Josiah Yiu-Fai Li

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000439710
Postcode
2067
Bachelor of Business AdministrationDiploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Christopher Fitzgerald

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001009381
Postcode
2057
Bachelor Commerce (Accounting)Diploma Financial Planning FNS50611Advanced Diploma of Financial Planning FNS60415Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jacky Ng

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001005627
Postcode
2067
Bachelor of Commerce in Accounting and FinanceMaster of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

James Xing-Yi Chen

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000469035
Postcode
2067
Business Law and EthicsMaster of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Rick Yu-Hsueh Peng

PROFINANCIAL PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000432312
Postcode
2067
Bechelor of Commerce (Accounting & information systems)Masters of Commerce (Finance)Diploma of Financial PlanningManaged Investment & Sercurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Angus Stewart Rodgers

PARAGEM PTY LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001236815
Postcode
2067
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brent Terrence Hopping

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235971
Postcode
2067
Diploma of Financial PlanningDiploma of Financial PlanningDiploma of Financial PlanningTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Eric Jiayin Chen

INTERGEN CAPITAL PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001237924
Postcode
2067
Bachelor of Business Administration with Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Andrew Clayton

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000329439
Postcode
2067
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Richard Moule

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001008860
Postcode
2067
Diploma of Financial Services (Financial Planning)Advanced Dipolma of Financial Services (Financial Planning)Bachelor of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Robert Zobouian

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000471971
Postcode
2067
Bachelor of Commerce (Finance and Marketing)8 unit Diploma of Financial PlanningDiploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Christine Fenech

QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001255874
Postcode
2067
Bachelor of Business & CommerceDiploma of Financial PlanningEthics and Professional Standards for Financial AdvisersFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Shakhrukh Rasulov

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
000467018
Postcode
2067
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEstate and Succession Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Yu-Chun Lu

MERIT WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001244536
Postcode
2067
Bachelor of ScienceDiploma of eBusiness SupportCertified Practicing Accountants (CPA) Australia ProgramMaster of Accounting
Superannuation
Is this you? Claim this listing →

Alex Ka Ip Wong

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001257090
Postcode
2067
Advanced Diploma of AccountingBachelor of Commerce (Accounting)Master of Business in Accounting and FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Benjamin James Norval

PARAGEM PTY LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001259546
Postcode
2067
Bachelor of CommerceDiploma of Financial PlanningSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jing Bao

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001256419
Postcode
2067
Bachelor of Commerce in AccountingMaster of Commerce in International FinanceDiploma of Financial PlanningFinancial Planning Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Lu Gan

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001254736
Postcode
2067
Master of CommerceMaster of International BusinessDiploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Penelope Margaret Butler

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001256993
Postcode
2067
Bachelor of Commerce (Economics and Finance)Bachelor of Engineering (Civil Engineering) Honours Class IFellow of the Institute of Actuaries of AustraliaDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Yaotao Zeng

INTERGEN CAPITAL PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255481
Postcode
2067
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Alexander Sterligov

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269017
Postcode
2067
Bachelor of Actuarial StudiesBachelor of Commerce (Finance)Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Alissia Maree Denly

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001266991
Postcode
2067
Diploma of Financial Services (FNS50804)Advanced Diploma of Financial Services (FNS60404)FPC002BFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Amir Ishak

MERIT WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269908
Postcode
2067
Bachelor of Commerce (Accounting)Chartered Accountant (CA)Self-Managed Superannuation FundsFPC002B Ethics & Professionalism in Financial Advice
Superannuation
Is this you? Claim this listing →

Daniel Frederick Clarke

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272751
Postcode
2067
Diploma of Financial PlanningTASACLv2 Commercial LawBehavioural Finance and Wealth MgtEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Elias Younis Bader

LBW STRATEGIC PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272099
Postcode
2067
Bachelor of Commerce (Accounting)Family SMSF Advisor RG146Economic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceGovernment Debentures
Is this you? Claim this listing →

Kevin Chow

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272344
Postcode
2067
Bachelor of Commerce (Finance & Information Systems)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Ricky Truong

QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001272854
Postcode
2067
Bachelor of Business and Commerce (Applied Finance)Diploma of Financial Planning 1-4Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sean Dessaix

TEMPLESTONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272107
Postcode
2067
Bachelor of ArtsDiploma of Financial PlanningCert IV Risk & ComplianceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Joo Young Jennifer Yu

CONSILIUM ADVICE PTY LTD
Registered
Experience
Since 2020 (6 years)
Registration #
001284308
Postcode
2067
Bachelor of BusinessCPAMaster of Business AdministrationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Matthew James Treble

PARAGEM PTY LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001294277
Postcode
2067
Bachelor of Commerce (Economics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anthony Blake Dyer

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001300916
Postcode
2067
Stockbrokers and Financial Advisers Professional ProgramBachelor of Business (Finance)Ethics and Professionalism in Financial AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Jenny Moskvin

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001294980
Postcode
2067
Margin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningLAW545Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Larissa Xie

PARAGEM PTY LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001312103
Postcode
2067
Bachelor of Commerce (Finance and Information Systems)Bachelor of EconomicsMaster of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ngoc Huynh

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001313392
Postcode
2067
Bachelor of Actuarial StudiesGraduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingInstitute of Actuaries of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Peter David Fallows

BERRY ACTUARIAL PLANNING PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001315451
Postcode
2067
EconomicsFellow of the Institute of Actuaries of AustraliaGraduate Diploma of Financial PlanningInstitute of Actuaries of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

David Gunhee Lee

BLUEWATER FINANCIAL ADVISORS PTY LTD
Not Registered
Registration #
001317685
Postcode
2067
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Stephen Hawkins

ICARE FINANCIAL PTY LTD
Not Registered
Registration #
001318374
Postcode
2067
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →
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.