21 verified financial advisers

Financial Advisers in Surry Hills, NSW

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

Showing 21 results

Daniella Roovers

EXPERT WEALTH PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000263291
Postcode
2010
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningMargin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Cotis

ADVICEIQ PARTNERS PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000239370
Postcode
2010
JPCFPDiploma of Financial PlanningDiploma in Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Edward Hudson

HUDSON GORE PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000260972
Postcode
2010
BApp ScFinancial Planning Principles and PractiseAdv Dip Fin PlanningASX Listed Products Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brian Becker

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000230646
Postcode
2010
Advanced Diploma of Financial ServicesAdvanced diploma of financial services
SuperannuationLife InsuranceLife Investment
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Darren Earl Conway

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000266601
Postcode
2010
Bachelor of BusinessDiploma of Financial planningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Mark G Livingston

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000280038
Postcode
2010
PS146 RiskTier 1 Adviser Compliance SolutionSelf Managed Suprannuation FundsAustralian and New Zealand Institute of Insurance and Finance (ANZIIF)
SuperannuationLife InsuranceLife Investment
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Matthew Edward Byrne

SPARK ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000292225
Postcode
2039
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Self Managed Super FundASX Accredited Listed Products Adviser
SuperannuationLife InsuranceSecurities
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Robert Michael Weston

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
001001260
Postcode
2010
Bachelor of Commerce (Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jason Harrison

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001004806
Postcode
2010
Diploma Financial Services (Financial Planning) FNS50804Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Michael James Townshend

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000305336
Postcode
2010
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife Investment
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Paris Bisley

EXPERT WEALTH PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000410462
Postcode
2010
Bachelor of BusinessDiploma of Financial Services (Financial Planning)DPML Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Gecelter

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000397714
Postcode
2010
Bachelor DegreeAdvanced DiplomaEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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Matthew Ian Bull

ADVICEIQ PARTNERS PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000430771
Postcode
2010
Bachelor of Commerce in Banking and FinanceDiploma Financial Services (Financial Planning) FNS50804CFPCAANZ SMSF Specialisation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vinoshanth Waran

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000432833
Postcode
2010
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsBachelor of Economics (Banking & Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Hurst

EXPERT WEALTH PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000404043
Postcode
2010
Advanced Diploma of Financial Services (Financial Planning)Certificate of Completion DPML Margin LendingProfessional Certificate in Self-Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jerome George Alam

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000417142
Postcode
2010
Bachelor of Commerce (Financial Planning)Margin Lending and Geared InvestmentsAccredited Aged Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Arkadiusz Bryl

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000433273
Postcode
2010
Diploma of Fianncial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Laurelle Bryce

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000466317
Postcode
2010
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsSMSF
SuperannuationLife InsuranceLife Investment
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Kristy Lee Balzan

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269283
Postcode
2010
Diploma Of Financial PlanningFPC001 Economic, Legal and Ethical Context for Financial PlanningFPTAX501A Taxation PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Peter Anthony Debelak

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271463
Postcode
2010
Bachelor of BusinessGraduate Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Azaria Bell

STEADFAST LIFE PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001294172
Postcode
2010
Bachelor of Commerce (Financial Planning)Ethic and professionalism in Financial Adivce
SuperannuationLife InsuranceLife Investment
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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.