11 verified financial advisers

Financial Advisers in Nelson Bay, NSW

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

Showing 11 results

Christopher Hale

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1983 (43 years)
Registration #
000239268
Postcode
2315
Diploma of Financial Services (Financial Planning)Super Concepts & ICFS Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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John Vincent Morello

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 1991 (35 years)
Registration #
000246078
Postcode
2315
Certified Financial PlannerFinancial Advice Association of Australia (FAAA)Mortgage and Finance Association of Australia (MFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Brian Joseph

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000457680
Postcode
2315
Diploma of Financial PlanningCavendish & ICFS Specialist SMSF CourseMargin LendingAdvanced Aged Care
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Scott Mcintyre

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000239310
Postcode
2315
Diploma of Financial Planning (8 units)ASX Accredited Listed Products Adviser ProgramSpecialist SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Roy Massey

GENUS WEALTH AUSTRALIA PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000313653
Postcode
2315
Bachelor of Business (Financial Planning Major)Graduate Diploma of Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Francis Kosteliz

LOYALTY FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000320154
Postcode
2315
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Statement of Attainment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cheryl Welling

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001242811
Postcode
2315
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Samuel Schmarr

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001238976
Postcode
2315
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lena Ngaio Peel

GENUS WEALTH AUSTRALIA PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001260908
Postcode
2315
Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund accreditationMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Luke Mcelhenny

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001296531
Postcode
2315
Graduate Diploma of Financial PlanningSelf-Managed Superannuation Funds Course (FPE016)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Matthew Peterson Choat

MATRIX PLANNING SOLUTIONS LIMITED
Not Registered
Registration #
001314330
Postcode
2315
Bachelor of Social ScienceGraduate Diploma of Financial Planning
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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.