25 verified financial advisers

Financial Advisers in Coffs Harbour, NSW

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

Showing 25 results

Dacian Moses

WATERFALL WAY ASSOCIATES PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
001000201
Postcode
2450
BEcCertified Financial PlannerDip FPDiploma Finance Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Brear

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
001004062
Postcode
2450
Foundation Diploma of Financial PlanningCommercial LawTax for Financial advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dean Andrew Reeves

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000295566
Postcode
2450
Certificate IV in Financial PlanningBachelor of Business (majoring in Accounting)FNS60410 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Matthew Jackson

JACKSON FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000248249
Postcode
2450
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane Paul Gourley

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000254486
Postcode
2450
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brock Munro

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000404033
Postcode
2450
Diploma of Financial Services (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Christopher Gourley

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000297240
Postcode
2450
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Listed Product Adviser (ASX ALPA) ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ben Warren

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000312402
Postcode
2450
Bachelor of CommerceBachelor of LawDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett Patrick Martin

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000311098
Postcode
2450
Graduate Diploma in Applied Finance & InvestmentGraduate Diploma of Financial PlanningCertified Financial Planner ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jared Mitchell Ebeling

TALANTON PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001002451
Postcode
2450
Bachelor of BusinessDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Emily Wood

ETHICAL INVESTMENT ADVISERS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000319452
Postcode
2450
Bachelor of BusinessDiploma of Financial Planning (Financial Services)Taxation Planning (ADFS 1)Bachelor of Laws
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chelsea Robinson

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001006076
Postcode
2450
Diploma Of Financial Services (Financial Planning)Graduate Certificate in Commerce (Financial Planning)Accredited Aged Care ProfessionalMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jaskarn Atwal

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001243126
Postcode
2450
Bachelor of International BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf-Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richie Sorensen

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000423727
Postcode
2450
Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Grady

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000471299
Postcode
2450
Bachelor of Business (Accounting)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon James Callaghan

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001009438
Postcode
2450
Bachelor of Business ManagementBachelor of EconomicsDiploma of Financial PlanningChartered Financial Analyst
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Thomas Jack Merrick

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001237223
Postcode
2450
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Owen Nealand

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001250533
Postcode
2450
Bachelor of Financial AdministrationCPA ProgramCertified Practising AccountantPublic Practice Licence
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell Hockley

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001243678
Postcode
2450
Diploma of Financial PlanningGraduate Diploma of Financial PlanningEthics ad Professionalism in Financial AdviceCommercial Law
SuperannuationSecuritiesGovernment Debentures
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Darren Edward Barkway

WATERFALL WAY ASSOCIATES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269955
Postcode
2450
Bachelor of Business (Accounting/Finance)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gretel Alexandra Chiswell

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268202
Postcode
2450
Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Troy Les Young

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001295198
Postcode
2450
Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)Responsible Investment Association Australasia
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Brayden James Kliendienst

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001301060
Postcode
2450
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa-Maree Grono

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001307446
Postcode
2450
Bachelor of Commerce (Financial Planning)Introduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chelsea Lauren Pitt

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2026 (0 years)
Registration #
001315835
Postcode
2450
Bachelor of Applied Financial AdviceSMSF Regulations and Taxation
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.