47 verified financial advisers

Financial Advisers in Erina, NSW

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

Showing 47 results

Kim Sindel

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 1986 (40 years)
Registration #
000396521
Postcode
2250
Graduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Geoffrey Ayling

FORTUNITY ADVICE PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000255802
Postcode
2250
CERTIFIED FINANCIAL PLANNERDiploma of Financial PlanningDiplomaAustralian Institute of Company Directors
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Norman Field

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 1996 (30 years)
Registration #
000248219
Postcode
2250
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Hastie

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000279165
Postcode
2250
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert John Cumming

HNW PLANNING PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000336024
Postcode
2250
Bachelor of Agricultural Economics (Hons)Diploma in Financial PlanningGraduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tracy Michelle Dyer

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
001004647
Postcode
2250
SMSF Adviser Education ProgramAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melinda Anne Reid

ETHICAL INVESTMENT ADVISERS PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001247745
Postcode
2250
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Philip Jones

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2001 (25 years)
Registration #
000450255
Postcode
2250
Diploma of Financial PlanningFinancial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Robson

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000232034
Postcode
2250
Bachelor of CommerceChartered AccountantCertificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shaun Michael O'Farrell

FORTUNITY ADVICE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000329350
Postcode
2250
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Advanced Diploma in Financial Services (Financial Planning)CERTIFIED FINANCIAL PLANNER
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Keith Royle

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
000267890
Postcode
2250
ASX Broker ExamAdvanced Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA) AccreditationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Steven Hill

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001006117
Postcode
2250
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Ronald Joseph Davies

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000277825
Postcode
2250
Advanced Diploma of Financial ServicesDiploma of Financial ServicesSMSFMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Andrew Dillon

BD FINANCIAL ADVISORY PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000265081
Postcode
2250
Diploma of Financial PlanningCertified Financial PlannerLife Risk SpecialistMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Edward Herrald

LINKS LICENSEE SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000283860
Postcode
2250
Diploma of Financial ServicesFASEA ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacqueline Ann Ernstzen

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000293860
Postcode
2250
Diploma of Financial Services (Financial Planning)SMSF Regulations and TaxationGraduate Diploma of Financial PlanningDebt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren John O'Neill

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000315852
Postcode
2250
Bachelor of CommerceDiploma of Financial ServicesMargin LendingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nathaniel Luke Peter Chell

ETHICAL INVESTMENT ADVISERS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000325482
Postcode
2250
Bachelor of ManagementDiploma of Financial Services (Financial Planning)Tier 1 Adviser Compliance SolutionMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Vincent Call

BD FINANCIAL ADVISORY PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000321027
Postcode
2250
Bachelor of CommerceSMSFALPAMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Allan Mclean

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000325641
Postcode
2250
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Martin Guy Mcgrath

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000456973
Postcode
2250
Bachelor of ManagementMargin Lending and Geared InvestmentsMaster of Applied Finance (Financial Planning Major)Graduate Diploma of Chartered Accounting (GradDipCA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Lindsay Dempsey

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000325307
Postcode
2250
Diploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramFPC001 Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kurt Smith

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000438853
Postcode
2250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsBachelor of Business (Economics)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lauren Poole

FORTUNITY ADVICE PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000416283
Postcode
2250
Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Simpson-Foster

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000443661
Postcode
2250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningPrinciples of Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Phillip Andrew Lindsay Segaert

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000352433
Postcode
2250
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsPrinciples in Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Andrew Crouch

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000457486
Postcode
2250
Diploma In Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Applied FinanceMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sophia Elizabeth Doyle

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000470612
Postcode
2250
Diploma Financial PlanningAdvanced Diploma Financial PlanningAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zoe Rebecca Midwinter

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001003254
Postcode
2250
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jennie Hawkshaw

CENTRAL COAST BUSINESS SOLUTIONS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001264975
Postcode
2250
Bachelor of CommerceDiploma in Financial PlanningAdvanced Diploma of Financial PlanningCPA Australia (CPA)
Self-Managed Super (SMSF)
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Karen Liane Ridge

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001245048
Postcode
2250
Bachelor of Economics (Accounting)Professional YearSMSF Specialist AdvisorDiploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Ryan Addison King

AXIES PTY. LTD.
Registered
Experience
Since 2016 (10 years)
Registration #
000460499
Postcode
2250
Advanced Diploma of Financial PlanningDiploma of Financial PlanningRG146 Specialist Self Managed Superannuation Funds CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Scott Palmer

HNW PLANNING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001309255
Postcode
2250
Bachelor (Hons) of Financial ServicesMasters of Global Financial ManagementAdvanced Diploma in Financial PlanningFinancial adviser exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fungisai Noreen Mudzi

BD FINANCIAL ADVISORY PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270640
Postcode
2250
Certificate IV in Financial Services (Superannuation)Bachelor of Commerce (Financial Planning & Management)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jesse Samuel Field

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269492
Postcode
2250
Bachelor of Commerce (Finance)Diploma of Financial PlanningAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Karen Doutty

ALTUS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269595
Postcode
2250
Bachelor of Commerce (Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning) FNS60404Certificate IV In Financial Services (Financial Planning Support)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Karl Simon Brooke

BD FINANCIAL ADVISORY PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001261628
Postcode
2250
Bachelor of CommerceDiploma of Financial PlanningAccredited Aged Care ProfessionalCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lochlan Stuhne-Scott

HNW PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273078
Postcode
2250
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rosylea Joan Copp

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272480
Postcode
2250
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Wayne Mathew Terry

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267266
Postcode
2250
Bachelor of Business (Finance)FPC002B Ethics and Professionalism in Financial Advice5 unit CFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brendan Joseph O'Brien

HNW PLANNING PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001286834
Postcode
2250
Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Tanya Scarfe

HNW PLANNING PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001288285
Postcode
2250
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

David Toms

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001300883
Postcode
2250
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Shane Marc O'Brien

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001304450
Postcode
2250
Bachelor of CommerceGraduate Diploma of Financial PlanningSuperConcepts Specialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Stephanie Leanne Dewberry

ETHICAL INVESTMENT ADVISERS PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001300701
Postcode
NSW
Bachelor of Applied FinanceMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jordan Mitchell Hill

ETHICAL INVESTMENT ADVISERS PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001310732
Postcode
2250
Bachelor of Commerce with a major in FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Richard John Allen

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001310769
Postcode
2250
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

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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.