25 verified financial advisers

Financial Advisers in Mona Vale, NSW

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

Showing 25 results

Grant David Simpson

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 1986 (40 years)
Registration #
000235929
Postcode
2103
Certified Financial PlannerDiploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Brian Hrnjak

ADDITION WEALTH PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000255841
Postcode
2103
Bachelor of BusinessCertified Practising AccountantFinancial Planning SpecialistCPA Australia (CPA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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Troy Patrick Mcgrath

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1996 (30 years)
Registration #
000250913
Postcode
2103
8 unit Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew Charles Collins

FD AFSL PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001000061
Postcode
2103
Diploma of Financial PlanningSelf Managed Super FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Paul Cooper

FD AFSL PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001000060
Postcode
2103
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kylie Jane Harding

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000259299
Postcode
2103
Diploma in Financial MarketsDiploma in Financial AdvisingDiploma in Financial PlanningGraduate Diploma in Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Martin Jakovics

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000263959
Postcode
2103
Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner Program (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jennifer Anne Simmonds

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000406152
Postcode
2103
FNS60404 Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCFP Certification ProgramAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edward Revis

FD AFSL PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000320791
Postcode
2103
Bachelor of Arts (French, Spanish and Business Studies)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kenneth Dewar

BLENKHORN KIRKWOOD FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001237779
Postcode
2103
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentCertifed Financial PlannerDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Patrick Brosnan

FD AFSL PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001000063
Postcode
2103
Bachelor of BusinessAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Janet Yeung

FD AFSL PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000328958
Postcode
2103
Advanced Diploma of Financial Servies (Financial Planning)Estate PlanningMaster of Commerce (Financial Planning)Fellow, Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin William Mitchell

FD AFSL PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000338383
Postcode
2103
ASX Listed Products Accreditation CourseMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amelia Jane Blenkhorn

FD AFSL PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000398538
Postcode
2103
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Philip Cuss

ADDITION WEALTH PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000340091
Postcode
2103
Bachelor of Business (Accounting)CPADiploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Mcbryde

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000384214
Postcode
2103
Bachelor of Arts with Bachelor of LawsMaster of Business AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Blake Conde

FD AFSL PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001003205
Postcode
2103
Bachelor of Business (Finance)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicole Jane Mclean

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001007310
Postcode
2103
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Life InsuranceLife Investment
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Nishant Puri

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000327548
Postcode
2103
Bachelor of Commerce (Banking and Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tomas Weiszer

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001245914
Postcode
2103
Taxation Law ACCG857Business Law ACCG851Financial Risk ManagementCPA Program
Superannuation
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Nicholas John Delaney

ADDITION WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001259751
Postcode
2103
Bachelor of BusinessCPADiploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Harris

THE ADVICE EXCHANGE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001265409
Postcode
2103
Bachelor of Commerce (Finance/ Commercial Law)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cherry Lai

FD AFSL PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001252353
Postcode
2103
Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sandra Avedissian

THE WEALTH PARTNERSHIP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001264384
Postcode
2103
Bachelor of BusinessCPA programEthics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sharon Taggart

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267244
Postcode
2103
Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingTASACLv2 Commercial LawGraduate 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.