80 verified financial advisers

Financial Advisers in Newcastle, NSW

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

Showing 80 results

Roger William Ward

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 1983 (43 years)
Registration #
000235801
Postcode
2302
Diploma of Financial PlanningMargin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Allen Coates

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000235685
Postcode
2300
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Mark Poole

STRATEGIC ADVICE AUSTRALIA PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000276499
Postcode
2300
BSc Hons Investment and Financial Risk MgtFNS60404Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Mark Poole

STRATEGIC ADVICE AUSTRALIA PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000276499
Postcode
2300
BSc Hons Investment and Financial Risk MgtFNS60404Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tom Muir

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
001006712
Postcode
2300
Diploma of Financial PlanningBachelor of Business (Marketing)Certified Financial PlannerDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney Gray

PROFESSIONAL RETIREMENT ADVICE PTY LIMITED
Registered
Experience
Since 1994 (32 years)
Registration #
000241825
Postcode
2300
Bachelor of CommerceChartered AccountantGraduate Diploma in Applied Finance & InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rudolf Ernest Kristiani

TCM FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000235735
Postcode
2300
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Cullen

TCM FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000274720
Postcode
2300
Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Isabel Catherine Morphett

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 1995 (31 years)
Registration #
001004167
Postcode
2300
Bachelor of Science (Business Administration)Diploma of Financial Planning (DFP 1-8)FNSASICR503A Provide Advice in Margin LendinFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Roland Paterson-Clark

KEYSTONE FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1995 (31 years)
Registration #
000275717
Postcode
2300
Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Heath David Whyte

PWW LICENSEE PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000246207
Postcode
2300
SDIA Accreditation Program Tier 1 LevelAdvanced Diploma of financial Services (Financial Planning)Margin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glen Robert Reilly

FITZPATRICKS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000248493
Postcode
2300
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacqueline Ruth Hunter

LEMESSURIER SECURITIES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000223861
Postcode
2300
Certificate in Financial PlanningASX Broker ExamEtrhics and Professionalism in Financial AdviceStockbrokers and Investment Advisers Association (SIAA)
Securities
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Tina Tran

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000454040
Postcode
2300
Bachelor of Commerce in AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damian Francis Smith

TCM FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000246154
Postcode
2300
Margin Lending and Geared InvestmentsASX Listed Product Accreditation CourseFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren Peter Maundrell

NEWCASTLE GREATER MUTUAL GROUP LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000280097
Postcode
2300
Bachelor of EconomicsDiploma Financial Planning (DFP)Certified Financial Planner (CFP)Listed Product Accreditation Course
SuperannuationLife Insurance
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Todd Glenn Lloyd

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
001003023
Postcode
2300
Bachelor of ArtsDiploma of Financial PlanningFPC001B Economic and Legal context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew James Eastwood

NEWCASTLE GREATER MUTUAL GROUP LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001000177
Postcode
2300
Bachelor of BusinessDiploma of Financial Services – Financial PlanningAdvanced Diploma of Financial Services – Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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Craig Royden Leibbrandt

TCM FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000237845
Postcode
2300
Graduate Dipoloma Applied Finance and InvestmentGraduate Diploma Financial PlanningEthics and Professionalism in Financial AdviceSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jared Nicholas Olive

INFINITY MANAGEMENT PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000263192
Postcode
2300
Certificate IV in Financial PlanningDiploma of Financial PlanningStockbrokers Association of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew James Masson

INFINITY MANAGEMENT PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000259116
Postcode
2300
Bachelor of Chemical EngineeringCertificate in Business Management
SuperannuationSecuritiesGovernment Debentures
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Bradley Clyde Ferguson

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000447613
Postcode
2300
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Andrew Murphy

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
001271696
Postcode
2300
Bachelor of EconomicsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Terence William Campbell

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000297702
Postcode
2300
Diploma of Business (Real Estate Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Travers

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000239501
Postcode
2300
Bachelor of Commerce (Accounting)Diploma of Financial PlanningCertified Financial Planner CFPDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gary Craig Dean

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000228981
Postcode
2300
Bachelor of EconomicsDiploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashley Kenneth Quinton

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000280755
Postcode
2300
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Leigh Dunne

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000260905
Postcode
2300
Certified Financial PlannerDiploma of Financial PlanningASX Accredited Listed Product AdviserDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Paul Haggarty

MAXIM PRIVATE CLIENTS PTY LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000279718
Postcode
2300
Certified Financial PlannerMargin Lending and Geared InvestmentsCavendish & ICFS Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Philip Toby Smith

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000252870
Postcode
2300
Bachelor of Commerce8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew John Francis Frith

LT ADVICE PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000289727
Postcode
2300
Bachelor of CommerceProfessional YearSMSF Adviser CourseGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Greenfield

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001004808
Postcode
2300
Diploma Financial Services (Financial Planning) FNS50804FNSASICR503A Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris Kourmpatsos

PROFESSIONAL RETIREMENT ADVICE PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000312665
Postcode
2300
Bachelor of CommerceBachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Robert Orbell

PARAGEM PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000309241
Postcode
2300
Certificate IV in Business StudiesDiploma of Business StudiesBachelor of Business (Finance)Accredited Derivatives Adviser Level Two
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graham Douglas Southgate

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000312097
Postcode
2300
Advanced Diploma of Financial PlanningDiploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Edward Millard

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000469010
Postcode
2300
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris Sterjovski

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
001002604
Postcode
2300
Diploma Financial Services (Financial Planning) FNS50804FNSASICR503A Provide advice in Margin LendingAdvanced Diploma of Financial Planning FNS60404Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Stephen Doyle

DOYLE PARTNERS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001242581
Postcode
2300
Bachelor of CommerceCA ProgramDiploma of Financial ServicesRegistered Tax Agent
Self-Managed Super (SMSF)
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Martin John Perry

DOYLE PARTNERS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001242579
Postcode
2300
LAW204 Law of Business OrganisationsLAW230 Contract Law 1ACFI307 Taxation BACFI317 Taxation A
Self-Managed Super (SMSF)
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Matthew Joel Bacon

ARCHER PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001001089
Postcode
2300
Certified Financial PlannerDiploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hamish Ian Landreth

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000356181
Postcode
2300
Bachelor of CommerceGraduate Diploma in Financial PlanningMaster of Applied FinanceCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William David Howard

FITZPATRICKS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000344197
Postcode
2300
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning FN60410Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott George Norrish

MAXIM PRIVATE CLIENTS PTY LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000416529
Postcode
2300
Bachelor of CommerceFinancial Services Training PackageLife Insurance and SkillsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Montgomery Moore

ARCHER PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
001272534
Postcode
2300
Bachelor of BusinessBachelor of CommerceGraduate Diploma of Finanical PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Murray

HONEYWELL CAPITAL PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001000531
Postcode
2300
Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningFinancial Planning Association (FPA) Associate Financial PlannerTax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Tobin

HONEYWELL CAPITAL PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001242597
Postcode
2300
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Wi-Kiong Yeo

FOCUSED FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000434072
Postcode
2300
Bachelor of ArtsDiploma of Financial PlanningCavendish & ICFS Specialist SMSF CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aaron Demery

INFINITY MANAGEMENT PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000471309
Postcode
2300
Diploma922 DerivativesAdvanced Diploma of Financial PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Larkin

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001234876
Postcode
2300
Bachelor of Commerce (Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rachel Knaus

FITZPATRICKS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001237511
Postcode
2300
Bachelor of Psychology with HonoursFNS60410 Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chad Thomas-Cook

MAXIM PRIVATE CLIENTS PTY LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001241665
Postcode
2300
Bachelor of FinanceAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Mujic

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001242690
Postcode
2300
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kelly Menzies

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001250188
Postcode
2300
Graduate Diploma in Financial PlanningAccredited Listed Product Adviser ProgramBachelor of Education (Habilitation)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Megan Littlewood

PROFESSIONAL RETIREMENT ADVICE PTY LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001248675
Postcode
2300
Bachelor of Commerce (Financial Planning and Accountancy)Masters of Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven James Martin

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001251188
Postcode
2300
Bachelor of BusinessDiploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bowen Tang

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001262873
Postcode
2300
Business Law BUSL250Bachelor of CommerceRevenue Law BUSL320Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Bree Emily Phillips

NEWCASTLE GREATER MUTUAL GROUP LTD
Registered
Experience
Since 2018 (8 years)
Registration #
000411048
Postcode
2300
Bachelor of MRS/MNDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife Insurance
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Cody Lucas

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001262264
Postcode
2300
Advanced Diploma of Financial PlanningDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melissa Williams

PWW LICENSEE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271782
Postcode
2300
Commerce DegreeDiploma of Financial PlanningEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Patrick Czajka

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001263576
Postcode
2300
Bachelor of CommerceAdvanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Michael Herbert

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001289371
Postcode
2300
Bachelor of BusinessEthics & Professionalism in Financial AdviceGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Bailey Whitaker Engel

ARCHER PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001294709
Postcode
2300
Bachelor of Business (International Business)Bachelor of Commerce (Finance)FPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zachary Dylan Coleman

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001283456
Postcode
2300
Bachelor of Business (Finance, Management)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexandra Jane Trahair

FITZPATRICKS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001297319
Postcode
4300
Bachelor of FinanceFPC002B Ethics and Professionalism in Financial AdviceTax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris Klochovski

MAXIM PRIVATE CLIENTS PTY LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001298414
Postcode
2300
Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hannah Mary Downes

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001299356
Postcode
2300
Bachelor of Commerce (major in financial planning).Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jody-Marie Doherty

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001298755
Postcode
2300
Bachelor of PsychologyMaster of Commerce in FinanceLAW545 Taxation StrategiesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kimberley Harrison

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001302600
Postcode
2300
Graduate Diploma of Financial PlanningMaster of Financial PlanningMaster of Financial TechnologiesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Stamou

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001302640
Postcode
2300
Business/CommerceGraduate Diploma in Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Murtagh

B. MOSES INVESTMENT SERVICES PTY LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001306157
Postcode
2300
Bachelor of Commerce (Finance and Accounting)Bachelor of Innovation and EntrepreneurshipGraduate Diploma in Financial PlanningSMSF Specialist Advisor Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Blake Darcy

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001310760
Postcode
2300
Bachelor of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Alexander Smith

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001310072
Postcode
2300
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Louis Tangye

ARCHER PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001314870
Postcode
2300
CommerceFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dylan James Haigh

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001314964
Postcode
2300
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edward Williams

ARCHER PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001314865
Postcode
2300
CommerceFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jake Timothy Ellis

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001316815
Postcode
2300
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rachel Lauren Hubbard

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001309170
Postcode
2300
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Thomas Collins

INFINITY MANAGEMENT PTY LTD
Registered
Experience
Since 2026 (0 years)
Registration #
001316499
Postcode
2300
Bachelor of Commerce (Finance)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Metcalfe

PROSPERITY WEALTH ADVISORY SERVICES PTY LTD
Not Registered
Registration #
001319147
Postcode
2300
Bachelor of Commerce (Finance & Economics)Graduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jesse Edward Franks

FOCUSED FINANCIAL ADVICE PTY LTD
Not Registered
Registration #
001319245
Postcode
2300
Graduate Diploma in Legal PracticeJuris DoctorGraduate 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.