8 verified financial advisers

Financial Advisers in Menai, NSW

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

Showing 8 results

Matthew James Laird

JFP ADVISER SERVICES PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000383938
Postcode
2234
Bachelor of Commerce (Management)Advanced Diploma of Financial Services (Financial Planning( (FNS60404)Master of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Harold Pack

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
000263494
Postcode
2234
Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)ASX Accredited Listed Products Adviser (ALPA) ProgramSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Joseph Miller

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
001002600
Postcode
2234
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Mikhail

JFP ADVISER SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000433944
Postcode
2234
Bachelor of Commercer Major in Accounting and Financial PlanningDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Shaw

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001245738
Postcode
2234
Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Catherine Beck

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270728
Postcode
2234
Bachelor of Arts (Media, Culture and Communications)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa Maree Noble

JFP ADVISER SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001263698
Postcode
2234
Diploma of Financial Planning (FNS50615)Superannuation and Retirement PlanningDFP5v2 Tax for Financial AdvisingSecurities and Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kobe Anker

JFP ADVISER SERVICES PTY LTD
Not Registered
Registration #
001315221
Postcode
2234
Graduate Certificate in Financial PlanningGraduate Diploma in 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.