17 verified financial advisers

Financial Advisers in Maitland, NSW

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

Showing 17 results

Richard John Boyle

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1976 (50 years)
Registration #
000406151
Postcode
2320
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Roy Mcleod

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000239312
Postcode
2320
Diploma of Financial PlanningSMSF Specialist Advisor ProgramMargin Lending and Geared InvestmentsASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jason Alan Burgmann

AXIS FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000337803
Postcode
2320
Diploma of Financial Services (Financial Planning)SMSF AccreditationGraduate Diploma of Financial PlanningAged Care Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Sean Daines

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000237303
Postcode
2320
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher James Neal

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000263815
Postcode
2320
Bachelor of Business (Marketing)Bachelor of Economics (Money, Banking, Trade and Finance)8 unit Diploma of Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Brett Puxty

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000240009
Postcode
2320
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Gilbert Gordon

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000263812
Postcode
2320
Bachelor of EngineeringBachelor of Mathematics with Computer Science8 unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Leigh Jean Mansell

HEFFRON CONSULTING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001237859
Postcode
2320
Bachelor of ScienceDiploma of Superannuation ManagementGraduate Diploma in AccountingChartered Accountant
SuperannuationSecurities
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Leon Reginald Jones

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000304958
Postcode
2320
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsIntermediate Aged Care Facts & Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Baxter

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000382945
Postcode
2320
Bachelor of FinanceDiploma of Financial Planning (Financial Services)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Paul William Guttridge

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001232680
Postcode
2320
Bachelor of CommerceDiploma of Financial Services (Financial Planning)CFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Annie Mcneil Dawson

HEFFRON CONSULTING PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235730
Postcode
2320
Bachelor of CommerceGraduate Diploma of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecurities
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Lyn Theresa Formica

HEFFRON CONSULTING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001271976
Postcode
2320
Bachelor of Business (Accountancy)Chartered Accountant ProgramSMSF Specialist Advisor (SSA) AccreditationAccountants SMSF Package
Superannuation
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Ryan Joseph Threlfo

ANOVA FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
000320664
Postcode
2320
Bachelor of FinanceAdvanced Diploma of Financial Services (Financial Planning)The Certified Practising Accountants Program (CPA)ASIC RG146 Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Linda Joy Kowalke

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001251161
Postcode
2320
Advanced Certificate in ManagementAdvanced Diploma of AccountingMaster of Commerce (Professional Accounting)Diploma in Financial Planning
SuperannuationLife InsuranceLife Investment
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Francis James Coggan

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271556
Postcode
2320
Bachelor of Business (Accountancy)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Owen Alexander O'Neil

ANOVA FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001311401
Postcode
2320
Advanced Diploma of Financial PlanningDiploma of Financial PlanningEconomic and Legal Context for Financial Planning FPC001BTaxation for Financial Planning FPC006
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.