28 verified financial advisers

Financial Advisers in Dubbo, NSW

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

Showing 28 results

Rodney Nelson Cox

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000274004
Postcode
2830
Policy Statement 146 Knowledge AssessmentDiploma in Financial Services921 Managed Investments & Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Raymond Thompson

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000397300
Postcode
2830
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Philip Barclay

GWP FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000263896
Postcode
2830
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vicki O'Connor

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001000956
Postcode
2830
Bachelor of Financial Administration8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Turtle

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000275624
Postcode
2830
Bachelor of TheologyDiploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Certificate in SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip James Henderson

MADISON FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000243240
Postcode
2830
Bachelor of EconomicsGraduate Diploma in Financial Management / Business StudiesCASDIA Accreditation Program (RG146, Securities and Futures Markets
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Alison Williamson

PEAR TREE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000380895
Postcode
2830
Bachelor of BusinessGraduate Certificate in FinanceGraduate Diploma Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Deborah Susan Ball

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001234318
Postcode
2830
Diploma of Financial PlanningCertified Financial PlannerEconomic & Legal Context for Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Barrie Vials

MONEYLINK FINANCIAL PLANNING PTY. LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000232473
Postcode
2830
Bachelor of EconomicsCertificate IV in Financial PlanningDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Belinda Louise Tink

FYG PLANNERS PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000419448
Postcode
2830
8 Unit Diploma of Financial PlanningSMSF Specialist Advisor (SSA) AccreditationGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joel Bones

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001000222
Postcode
2830
Bachelor of Business (Accounting/HRM)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katharine Rachelle Piddington

CAPELLA ADVISORY PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000331577
Postcode
2830
University Certificate in BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningBachelor of Business (Finance/Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jane Davis

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
001002249
Postcode
2830
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Martin John Cook

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000428604
Postcode
2830
Diploma Financial PlanningRG146 Provide Advice in RG146 Margin LendingAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Robert Williams

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001004185
Postcode
2830
Bachelor of Business (Human Resource Management)Graduate Diploma of Financial PlanningDerivativesDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Christopher Roberts

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001234496
Postcode
2830
Bachelor of Business (Accounting, Financial Planning) and (Finance & Economics)Advanced Diploma of Financial PlanningSelf Managed Superannuation Core CourseMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Alan Hodges

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001244490
Postcode
2830
Bachelor of Business (Professional Accounting)CPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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Danielle Louise Pearce

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001245557
Postcode
2830
Bachelor of Business (Accounting/ Business Management)CPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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Jon Stuart Fletcher

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001241063
Postcode
2830
Bachelor of CommerceCertified Practising AccountantDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife Investment
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Nathaniel Clarence Yoon O'Brien-Pyke

MERIT WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001244803
Postcode
2830
Bachelor of Business (Accounting and International Business)Chartered Accountant (CA)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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Nicholas Scott Mckenna

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001254009
Postcode
2830
Bachelor of Accounting and FinanceFinancial Planning FIN560Ethics and Professionalism in Financial AdviceClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rankmore Kevin Lloyd

ESTENS AND RANKMORE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001265939
Postcode
2820
bACHELOR OF BUSINESSCHARTERED ACCOUNTANTDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice ) Training Package
Self-Managed Super (SMSF)
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Roger Michael Estens

ESTENS AND RANKMORE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001265940
Postcode
2830
Bachelor of Financial AdministrationProfessional YearDiploma of Financial Planning
Self-Managed Super (SMSF)
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Belinda Murphy

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271433
Postcode
2830
Bachelor of BusinessAccountants Essential AdviceSMSF Core CourseClient Engagement Skills
Superannuation
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Shane John Harris

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268800
Postcode
2830
Certificate IV in Finance and Mortgage BrokingAccredited Listed Product Adviser ProgramBachelor of Business (Financial Planning) with DistinctionTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Lindsay

MADISON FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001285003
Postcode
2830
Bachelor of Accounting (Financial Planning)Ethics and Professionalism in Financial Advice FPC002B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Maksym Mashkivskyy

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001299170
Postcode
2830
Bachelor of Commerce (Co-Op) in Accounting and FinanceGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Regina Leigh Batten

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001314788
Postcode
2830
Graduate Diploma of Financial PlanningMaster of Financial PlanningAccredited Aged Care Professional
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.