3 verified financial advisers

Financial Advisers in Rose Bay, NSW

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

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Marc Weininger★★★★★ 5 (1 reviews)

TRIUMPH FINANCIAL SERVICES PTY LTD

RegisteredTax Advice ✓

📍 87 Auckland St, Gladstone Central QLD 4680

Experience

Since 2001 (25 years)

Registration #

000462984

Postcode

2029

📞 (07) 4972 0013 🌐 Website

B AccountingMasters Of CommerceDip Financial PlanningCFP

SuperannuationLife InsuranceLife InvestmentRSA Products

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Christopher Hall

ROSE BAY EQUITIES PTY LTD

RegisteredTax Advice ✓

Experience

Since 2006 (20 years)

Registration #

001002128

Postcode

2029

SDIA Accreditation ProgramASX Accredited Derivatives Adviser Level 2Bachelor of EconomicsDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ben Howarth

ROSE BAY EQUITIES PTY LTD

RegisteredTax Advice ✓

Experience

Since 2014 (12 years)

Registration #

001001785

Postcode

2029

Bachelor of Agricultural EconomicsDiploma of Financial ServicesDiploma of Financial PlanningAdvanced 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.