33 verified financial advisers

Financial Advisers in Penrith, NSW

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

Showing 33 results

Brad John Turnbull

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 1980 (46 years)
Registration #
000247772
Postcode
2750
Diploma of Financial PlanningSelf-Managed SuperannuationAccredited Listed Product Advisor ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Richard Mulock

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1994 (32 years)
Registration #
000260427
Postcode
2750
Bachelor of CommerceBachelor of LawsDiploma of Financial Planning (DFP 1-8)ASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Derek Taylor

INTEGRITY WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000309371
Postcode
2750
Certified Financial Planner (CFP)Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser Education ProgramASX Listed Products Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Marc Laurence Goode

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000248078
Postcode
2751
Diploma of Business (Banking and Finance)Diploma of Financial Planning (8 units)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Craig

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000306562
Postcode
2750
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Anthony William Sultana

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000406161
Postcode
2750
Certificate in Financial MarketsGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Olaf Castell Griffith

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000249623
Postcode
2750
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander William Mckenzie

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000250498
Postcode
2750
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)MAA728 Financial Behaviour and Decision Making
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Danielle Martin

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001005630
Postcode
2750
Diploma of Financial Planning200869 Principles of TaxationMaster of Commerce (Financial Planning)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Michael Priddis

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000282583
Postcode
2750
Diploma of Financial AdvisingMargin Lending and Geared InvestmentsSMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew West

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000295857
Postcode
2750
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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Luke Bowler

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000295174
Postcode
2750
Diploma of Financial Services (Financial Planning)Bachelor of Business (Applied Finance)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Louis Schembri

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000288549
Postcode
2750
Bachelor of Business (Economics and Law)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chelsea Ann Peard

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000302493
Postcode
2750
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Narayan Raj

BLUEWATER FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001001822
Postcode
2750
Diploma of Financial PlanningAdvance Diploma of Financial PlanningMaster of Business Administration (MBA)FASEA Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Small

INTEGRITY WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000309373
Postcode
2750
Advanced Diploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Ankit Hunjon

APEX LICENSING SOLUTIONS PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001002964
Postcode
2750
Bachelor of FinanceDiploma of Finanical ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clinton Michael Lindqvist

GPS WEALTH LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000414246
Postcode
2750
Advanced Diploma of AccountingDiploma of Financial ServicesSMSF Foundation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph Napoli

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
001006121
Postcode
2750
200184 Introduction to Business LawBachelor of Business & Commerce (Applied Finance)Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew William Corry

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000470238
Postcode
2750
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Provider Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Melissa Turnbull-Katebi

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000450430
Postcode
2750
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)928 Margin LendingCavedish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shaun Anthony Hubbard

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001236972
Postcode
2750
Accredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Michael Ross

PEAK INVESTMENT HOLDINGS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001246189
Postcode
2750
Bachelor of Finance and AdministrationChartered AccountantCA SMSF SPECIALISTDIPLOMA OF FINANCIAL PLANNING
Superannuation
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Kaushal Rana

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001246953
Postcode
2750
Master of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Deepak Kumar Sachdev

PEAK INVESTMENT HOLDINGS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271443
Postcode
2750
Bachelor of CommerceCHARTERED ACCOUNTANTMaster of CommerceCPA PROGRAM
Superannuation
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Joel Nicholas Turnbull

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270313
Postcode
2750
Bachelor of Business and Commerce (Applied Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Remona Naife Catherine Issa

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270302
Postcode
2750
LAW 101 Law, Business and SocietyACCY228: Taxation for Financial PlannersBachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sunny Sun Hong Wilkinson

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001299292
Postcode
2750
Diploma of Financial PlanningBachelor of Business (Financial Planning)Accredited Listed Product Adviser ProgramDebt Strategies
SuperannuationLife InsuranceLife InvestmentRSA Products
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Harrison Alexander Trippett

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001305132
Postcode
2750
Graduate Diploma in Financial PlanningAccredited Listed Product Adviser ProgramMargin Lending SpecialistSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Lyndon Malcolm

TEMPLESTONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001304311
Postcode
2750
Masters of CommerceGraduate Diploma of Financial PlanningSMSF Specialist AdvisorMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ammar Ahmad

RI ADVICE GROUP PTY LTD
Not Registered
Registration #
001317889
Postcode
2750
Bachelor of Accounting (Financial Planning and Taxation)FPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Dean James Southern

RI ADVICE GROUP PTY LTD
Not Registered
Registration #
001319935
Postcode
2750
Bachelor of Business (Human Resource Management)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentRSA Products
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Rajat Baria

APEX LICENSING SOLUTIONS PTY LTD
Not Registered
Registration #
001318381
Postcode
2750
Graduate Diploma in financial planningCommercial Law
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.