24 verified financial advisers

Financial Advisers in Edgecliff, NSW

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

Showing 24 results

William Bruce Bracey

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1988 (38 years)
Registration #
000250656
Postcode
2027
Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett Charles Kimmorley

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000250109
Postcode
2027
Bachelor of Business (Accounting)CPA ProgramDiploma of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Vincent Lagana

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000250111
Postcode
2027
Bachelor of Business (Accounting)CPA ProgramDiploma of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Harry Kyriakopoulos

ADVICE ASSIST AUSTRALIA PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000275985
Postcode
2027
Bachelor of EconomicsCertified Practising Accountant (CPA)Certified Financial Planner (CFP)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Luigi Iacullo

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000250113
Postcode
2027
Bachelor of Economics (Accounting)Diploma of Financial PlanningSMSF Specialist Advisor ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gary Winwood-Smith

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000250835
Postcode
2027
Bachelor of Commerce (Financial Planning and Investments)Certificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Steven James Wilkie

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000250114
Postcode
2027
Bachelor of Business (Accounting)Financial Planning Proper Authority CoursePS 146 Compliance ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Michal Bodi

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000292308
Postcode
2027
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kenneth Raiss

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000379430
Postcode
2027
Bachelor of Business (Credit)Diploma of Financial ServicesCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mike Liu

CURRENC PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001002650
Postcode
2027
Advanced Diploma of Financial Service (Financial Planning)Diploma of Financial ServiceMargin Lending and Geared InvestmentsCertified Financial Planner
Foreign Exchange
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Warren Troy Davis

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000333019
Postcode
2027
Bachelor of Commerce (Accounting, Finance)Certified Practicing Accountants ProgramMaster of Business AdministrationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brent Daniel Wilson

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000376029
Postcode
2027
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James David Brescia

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000350824
Postcode
2027
Bachelor of Commerce (Financial Planning)Foundation Tax CourseCFP Certification ProgramAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Aaron Jen Keat Chew

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000408833
Postcode
2027
Bachelor of Commerce (Accounting and Finance)Bachelor of LawsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Hui Lin Franklin

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235673
Postcode
2027
Bachelor of Commerce (Accounting) HonsCertified Practicing Accountants ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tony Jabbour

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235968
Postcode
2027
Bachelor of Commerce (Accounting)Chartered Accountant ProgramCertificate IV in Finance & Mortgage BrokingFNS50611 Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Stolle

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001262195
Postcode
2027
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCommercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Blake John Mckeown

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272092
Postcode
2027
BUSL250 Business LawLAW203+LAW204 Torts+ContractsBachelor of Business Administration with Bachelor of LawsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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My-Vi Du

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272088
Postcode
2027
Bachelor of Business (Financial Planning major)Chartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephanie Pamela Maroun

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272087
Postcode
2027
Bachelor of Business (Finance and Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tingting Watson

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272094
Postcode
2027
Master of Business and CommerceMaster of Professional AccountingChartered Accountant ProgramCertificate IV in Finance and Mortgage Broking
Life InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Paul Middleton

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001307248
Postcode
2027
Master of CommerceAccredited Aged Care ProfessionalSuperConcepts Specialist SMSF CourseCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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William Scott Brennan

BONGIORNO WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001309560
Postcode
2027
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Isabella Maria Alves

BONGIORNO WEALTH MANAGEMENT PTY LTD
Not Registered
Registration #
001319571
Postcode
2027
Graduate Diploma of 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.