4 verified financial advisers

Financial Advisers in Kellyville Ridge, NSW

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

Showing 4 results

Carel Daniel Scheffer

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001009397
Postcode
2155
Post Graduate Diploma in Financial PlanningPostgraduate Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cho Kei Kwong

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000289649
Postcode
2155
Master of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Henriette Scheffer

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
001250371
Postcode
2155
Postgraduate Diploma in Financial PlanningDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP) of FAAA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Preeti Malini Sharma

ADVICE ASSIST AUSTRALIA PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267129
Postcode
2155
Bachelor of ArtsCPA ProgramEthics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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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.