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.

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Carel Daniel Scheffer

ALLIANCE WEALTH PTY LTD

RegisteredTax Advice ✓

📍 9 Park St, Coorparoo QLD 4151

Experience

Since 2003 (23 years)

Registration #

001009397

Postcode

2155

📞 0414 971 806 🌐 Website

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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24

Experience

Since 2005 (21 years)

Registration #

000289649

Postcode

2155

📞 (02) 9252 2000 🌐 Website

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

RegisteredTax Advice ✓

📍 9 Park St, Coorparoo QLD 4151

Experience

Since 2012 (14 years)

Registration #

001250371

Postcode

2155

📞 0414 971 806 🌐 Website

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

RegisteredTax Advice ✓

📍 40/140 William St, Melbourne VIC 3000

Experience

Since 2018 (8 years)

Registration #

001267129

Postcode

2155

📞 1300 327 689

Bachelor of ArtsCPA ProgramEthics and Professionalism in Financial AdviceCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Nearby Financial Advisers

Rouse Hill, NSW 5 listings · 3km Kellyville, NSW 3 listings · 4km Bella Vista, NSW 45 listings · 6km Norwest, NSW 53 listings · 6km Seven Hills, NSW 4 listings · 8km Castle Hill, NSW 25 listings · 9km

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.