45 verified financial advisers

Financial Advisers in Port Macquarie, NSW

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

Showing 45 results

Janet Lynne Prescott

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000252755
Postcode
2444
Diploma of Financial PlanningPS146SMSF Specialist Adviser CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Carlton

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 1991 (35 years)
Registration #
000239724
Postcode
2444
Diploma Financial PlanningSMSFAOLimited Recourse Borrowing Advice Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Suzanne Mary Barnaby

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1993 (33 years)
Registration #
001004887
Postcode
2444
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial PlanningTax Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert John De Lepervanche

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000250347
Postcode
2444
Bachelor of Agricultural EconomicsCertified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Andrew David Doak

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000258195
Postcode
2444
Diploma of Financial Services (Financial Planning)
Life InsuranceLife InvestmentGovernment Debentures
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Adam John Easter

PGW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000436330
Postcode
2444
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Roy Hollis

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000252610
Postcode
2444
Advanced Certificate in AccountingDiploma of Financial PlanningCertified Financial Planner Education ProgrammeFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Walter Watson

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000259176
Postcode
2444
Bachelor of Business (Finance/Marketing Management)Diploma of Financial PlanningCertified Financial Planner Education ProgramSuperannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ursula Boorman

DIRECT ADVISERS PTY LTD.
Registered
Experience
Since 1999 (27 years)
Registration #
000279542
Postcode
2444
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew David Garrett

BILLINGHAM ADVISERS PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000242509
Postcode
2444
Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney Paul Mclean

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000271551
Postcode
2444
Certificate iV in Financial PlanningDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Todd Cockshutt

PENTAGON ADVISORY PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000253516
Postcode
2444
Bachelor of CommerceDiploma of Financial Planning (8 Units)Self Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Stephan Hans Power

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000444276
Postcode
2444
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Blythe

DB5 ADVISERS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000266758
Postcode
2444
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashley Stapley

SMARTER FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000309388
Postcode
2444
Bachelor of Business (Financial Planning)CERTIFIED FINANCIAL PLANNERFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren Ramke

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001003697
Postcode
2444
Bachelor Applied Science (Coastal Management)Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee Hendrick Riske

SMARTER FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000271460
Postcode
2444
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Certificate III in Financial ServicesAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher David Young

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000294648
Postcode
2444
Advanced Diploma of AccountingAdvanced Diploma of Financial Services (Financial Planning)Bachelor of FinanceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glen Killen

AVALONFS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000307945
Postcode
2444
Advanced Diploma of Financial Services (Financial Planning)Sharemarket investing for long-term gainASX Listed Products Accreditation CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Dennis Carson

BUGDEN WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000307725
Postcode
2444
Bachelor of CommerceSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Buttsworth

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001002173
Postcode
2444
Bachelor of Business (Accountancy)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Sean Browning

SKYBRIDGE PORTFOLIOS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001004774
Postcode
2444
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy John Charles Hillier

SMARTER FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001002499
Postcode
2444
Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial PlanningSMSF Specialist AdvisorTax For Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Michael Power

OPENMARKETS AUSTRALIA LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000329582
Postcode
2444
Bachelor of BusinessMasters of International RelationsMasters of Applied Finance (Financial Planning)
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Joshua William Hamblin

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000377444
Postcode
2444
Master of Business in FinanceAdvanced Diploma of Financial Services (Financial Planning)Diploma Financial Services (Financial Planning) FNS50804Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Wicks

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
000431776
Postcode
2444
Bachelor of Economic and Social SciencesProfessional Diploma in StockbrokingMaster of Applied FinanceDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenda Lee Thomas

PENTAGON ADVISORY PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001004223
Postcode
2444
Diploma of Financial ServicesMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Anthony Reid

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000345494
Postcode
2444
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Steven James Cork

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000365082
Postcode
2444
Margin Lending and Geared InvestmentsMaster of Commerce (Financial Planning, Economics and Finance)5 Unit CFP Certification ProgramAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory William Harris

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000419850
Postcode
2444
Bachelor of Business (Accounting)Margin Lending Accreditation ProgramMaster of Applied Finance (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Lucas Martin Garside

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000329246
Postcode
2444
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Aged Care Professional ProgramSelf Managed Superannuation Fund Adviser (Personal Advice) Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Gillmore

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001004831
Postcode
2444
Foundations of Law LEGL1001Taxation BLW22Bachelor of Commerce (Finance)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Sheridan

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000438317
Postcode
2444
Diploma of Financial PlanningProfessional Diploma in StockbrokingAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christian James Hope

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001002955
Postcode
2444
ASIC RG 146Diploma of Financial ServicesBachelor of Business (Insurance and Finance)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Blomfield

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001002547
Postcode
2444
Bachelor of BusinessMaster of Applied FinanceDiplomaEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael James Sprague

BLUEWATER FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001244822
Postcode
2444
Bachelor of Business (Accounting)CPADiploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shannon Brown

PENTAGON ADVISORY PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001239075
Postcode
2444
Bachelor of Business (Accounting and Financial Planning)Diploma Of Financial PlanningAdvanced Diploma Of Financial PlanningSelf Managed Super Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendon John Colville

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001258961
Postcode
2444
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Financial Planning Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew John Butturini

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001251241
Postcode
2444
Bachelor of ScienceDiploma of Financial PlanningMaster of International Finance/ Master of Professional AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dominique Louise Jackson-Hope

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001272261
Postcode
2444
4977 Introduction to Business LawBachelor of International BusinessDiploma of Financial PlanningFPC001B Economic and Legal context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Porsha Shay Papas

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270130
Postcode
2444
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Priscilla Leah Bayly

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2021 (5 years)
Registration #
001285939
Postcode
2444
Bachelor of EconomicsMaster of CommerceGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationSecuritiesGovernment Debentures
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Harrison David Boyd

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001306691
Postcode
2444
Bachelor of Business (Financial Management)Business and Corporations LawGraduate Diploma of Financial PlanningTaxation Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kristy Cliffe

CONSULTUM FINANCIAL ADVISERS PTY LTD
Not Registered
Registration #
001317745
Postcode
2444
Bachelor of AccountingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Samuel Robert Donaldson

SMARTER FINANCIAL PLANNING PTY LTD
Not Registered
Registration #
001316079
Postcode
2444
BACHELOR OF BUSINESS (FINANCIAL PLANNING)Financial Advice Association of Australia (FAAA)
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.