11 verified financial advisers

Financial Advisers in Double Bay, NSW

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

Showing 11 results

Alexander Hugh Goldsmith

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2010 (16 years)
Registration #
001001677
Postcode
2028
Bachelor of CommerceAccredited Aged Care ProfessionalCertified Financial PlannerCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bruce Hedley Kluk

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2010 (16 years)
Registration #
001001700
Postcode
2028
Certificate in Theory of AccountancyBachelor of CommerceAustralian Certified Investment PlannerCertified Investment and Financial Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dwayne Valerio Fernandes

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2010 (16 years)
Registration #
001001691
Postcode
2028
Bachelor of Business (Economics and Finance)AC808A Taxation Planning and ImplicationsMasters of Commerce (Financial Planning)Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simone Du Chesne

FINANCIAL ADVICE CO PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000336008
Postcode
2028
TaxationAdvanced Investment PlanningPrinciples in Self Managed Super FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Goldsworthy

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2013 (13 years)
Registration #
000435423
Postcode
2028
Bachelor of Commerce (Marketing)Master of Business AdministrationAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kimberly Page

BLUEWATER FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001247593
Postcode
2028
Diploma of Financial PlanningSMSF SpecialistGraduate Diploma of Financial PlanningFinancial Ombudsman Service Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Rosario La Mela

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2016 (10 years)
Registration #
001250319
Postcode
2028
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Maria Tritsaris

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2018 (8 years)
Registration #
001271725
Postcode
2028
BUSL250 Basic Business LawBachelor of EconomicsE151 Taxation and Strategies for Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Paul Mcgoldrick

PMCG PTY LTD
Registered
Experience
Since 2020 (6 years)
Registration #
000435628
Postcode
2028
Master of Applied Finance (Financial Planning Major)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Minyu Wang

THE PRINCIPAL EDGE PTY. LTD.
Registered
Experience
Since 2026 (0 years)
Registration #
001313611
Postcode
2028
Master of Financial PlanningCertified Financial PlannerFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joy Zhu

FINANCIAL ADVICE CO PTY LTD
Not Registered
Registration #
001315223
Postcode
2028
Master of Financial PlanningSMSF Regulation and Taxation courseSMSF 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.