8 verified financial advisers

Financial Advisers in Lindfield, NSW

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

Showing 8 results

John Angus Hordern

HORDERN WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000314520
Postcode
2070
Bachelor of BusinessDiploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Geoffrey Robert Aitken

INSIGHT INVESTMENT PARTNERS PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000429317
Postcode
2070
Certificate IV of Finance & Mortgage BrokingDiploma of Financial ServicesSix Sigma Yellow Belt, Green Belt, Lean and DFSS CertifiedAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Russell Wadey

HNW PLANNING PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000266702
Postcode
2070
Bachelor of BusinessInvestment and Personal Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ci-Ming Lin

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000260109
Postcode
2070
ASIC PS146 Compliance (Securities and Managed Investments)Graduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 1Margin Lending
SecuritiesDerivativesGovernment Debentures
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Dharmaraj Rajasingam

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000238248
Postcode
2070
Bachelor of BusinessDiploma of Financial Planning (8 units)ASX Listed Products Accreditation CourseMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter George Vickers

PETER VICKERS INSURANCE BROKERS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000230136
Postcode
2070
Bachelor or EconomicsDiploma of Financial ServicesEthics and professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Deborah Kay Roscoe

HNW PLANNING PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000418273
Postcode
2070
Associate Diploma of Business (Accounting)Bachelor of BusinessGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marc Liew

PETER VICKERS INSURANCE BROKERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001266374
Postcode
2070
Bachelor of BusinessCertified Practising AccountantMaster of TaxationFNS50615 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.