Financial Advisers in Sydney, NSW

Michael Clayton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1976 (50 years)

Registration #

001005087

Postcode

2000

Master of International Management

SecuritiesGovernment Debentures

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Peter Edward Mulcahy

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1977 (49 years)

Registration #

001001868

Postcode

2000

PS146 Compliance ProgramSDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 2Margin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Mark Rees

CLIMB WEALTH PTY LTD

Registered

Experience

Since 1979 (47 years)

Registration #

000236020

Postcode

2000

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Sovechles

IPW LICENCE PTY LTD

Registered

Experience

Since 1980 (46 years)

Registration #

000275324

Postcode

2000

Advanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Nicholas David Kidson

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 1980 (46 years)

Registration #

000289685

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Brett Andrew Thompson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1981 (45 years)

Registration #

000307724

Postcode

2000

ASX Accredited Derivatives Adviser Level OneASX Accredited Derivatives Adviser Level TwoMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

Derivatives

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Richard Frederick Van Akerlaken

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 1982 (44 years)

Registration #

000250638

Postcode

2000

Business Life Insurance AgentEstate Planning CourseDiploma of Financial ServicesTaxation Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anjan Kumar Das

CU FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1983 (43 years)

Registration #

000313698

Postcode

2000

Graduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Dominic Kelly

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

000268111

Postcode

2000

Accredited Derivatives Adviser Level TwoMargin Lending Accreditation Program

Derivatives

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Phillip John Campbell

CAMPBELL FINANCIAL GROUP PTY LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

001001250

Postcode

2000

Diploma of Life InsuranceDiploma of Financial PlanningFellow Chartered Financial Practitioner FChFPAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Roy Philip Agranat

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

000260009

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning) (FNB60402)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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David Geoffrey Heath

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1984 (42 years)

Registration #

000223877

Postcode

2000

RG146Stockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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John Francis Mcilroy

CRYSTAL WEALTH PARTNERS LTD

Registered

Experience

Since 1984 (42 years)

Registration #

000299319

Postcode

2000

Bachelor of BusinessCertificate in TrainingGraduate of Institute of Company DirectorsEconomic & Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Egan

ORD MINNETT LIMITED

Registered

Experience

Since 1984 (42 years)

Registration #

001004510

Postcode

2000

Bachelor of EconomicsChartered AccountantDiploma of Financial PlanningSeries 7

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Alison Jane Williamson

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000224521

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerSMSFEstate Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Joseph Milford

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

000259129

Postcode

2000

Certificate course of the Securities Institute of AustraliaSDIA Accreditation Program RG146Graduate Diploma in Financial PlanningFINSIA

SuperannuationSecuritiesDerivativesGovernment Debentures

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Bruce Cameron Skelton

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

001001899

Postcode

2000

Level 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentASX Broker ExamCertificate in Financial Markets

SecuritiesDerivativesGovernment Debentures

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Cheong Lam Chen

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

000268076

Postcode

2000

Margin Lending Accreditation Program

Derivatives

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Errol Woodbury

WFS CAPITAL PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000242588

Postcode

2000

Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Margin LendingFASEA

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jerome Paul Chopard

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

001000451

Postcode

2000

Bachelor of ArtsGraduate Diploma in Applied Finance and InvestmentsSMSF Certificate of CompletionSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Lionel Alexander Mcfadyen

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

001001861

Postcode

2000

Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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Paul Joseph Manka

THE WEALTH PARTNERSHIP PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000238239

Postcode

2000

Certificate in Financial MarketsCertified Financial PlannerGraduate Diploma in Applied Finance & InvestmentASX Listed Products Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Robert Bourgeois

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

001000508

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentsFINSIAFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Hull Smith

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

001005769

Postcode

2000

SDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program

SecuritiesGovernment Debentures

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David Kiely

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001005178

Postcode

2000

Graduate Certificate in Commerce Financial PlanningRelevant Provider ExamStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Evan John Cardiff Lewis

ORD MINNETT LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001003141

Postcode

2000

Superannuation AccreditationMargin Lending Accreditation

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Ingrid Maryke Vanderwerff

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001001954

Postcode

2000

ASX Accredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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John Howard Robert Wardman

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001248529

Postcode

2000

Bachelor of EconomicsAccredited Derivatives Adviser Level Two

Derivatives

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Michael Gordon Hiscock

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

000426107

Postcode

2000

Bachelor of Business (Accounting Major)Diploma Course of the Securities Institute of AustraliaCertified Financial PlannerASX Listed Products Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pawan Luthra

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1986 (40 years)

Registration #

000242165

Postcode

2000

Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin LendingCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Andrew Guy Jeffery

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001235043

Postcode

2000

PS146 Compliance ProgramSDIA Accreditation Program AssessmentTier 1 Adviser Compliance Solution Specialist KnowledgeForeign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Donald Nicol

ECLIPTIC FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000241923

Postcode

2000

Certified Financial PlannerDiploma of Financial PlanningMaster of CommerceMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Grant John Williams

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000223943

Postcode

2000

Bachelor of BusinessASX / ACH Responsible Executive ExamMargin Lending and Geared InvestmentsEthics and Professional Relationships

SuperannuationSecuritiesGovernment Debentures

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John Addison Doughty

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001001155

Postcode

2000

Certificate CourseLevel 1 & 2 Accredited Derivatives AdviserMargin Lending and Geared InvestmentsCore 1 Securities & Managed Investments Accreditation Program

SecuritiesDerivativesGovernment Debentures

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John David Stallman

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

001005760

Postcode

2000

Bachelor of Applied ScienceDiploma in Financial ManagementDiploma of Financial PlanningCertificiate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John David Stallman

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

001005760

Postcode

2000

Bachelor of Applied ScienceDiploma in Financial ManagementDiploma of Financial PlanningCertificiate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon William Martin

ORD MINNETT LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000268121

Postcode

2000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Superannuation Module

SuperannuationSecuritiesDerivativesRSA Products

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Stuart Lindsay Cameron

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001236568

Postcode

2000

Level 1 Accredited Derivatives AdviserSDIA Accreditation ProgramRMIT / SDIA Superannuation ModuleMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Andrew Mckee

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000334635

Postcode

2000

Bachelor of EconomicsFellow of the Institute of Actuaries of Australia (FIAA)Financial Advice Association of Australia (FAAA)Institute of Actuaries of Australia

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Unterweger

AVALONFS PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000250826

Postcode

2000

Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Benedict Barry

LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

001247536

Postcode

2000

Securities & Derivatives Accreditation Program

SuperannuationSecuritiesRSA Products

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David James Stewart

ORD MINNETT LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001004590

Postcode

2000

Master of Business AdministrationMaster of CommerceFPC003 Superannuation and Retirement Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Elizabeth Anne Purvis

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001005244

Postcode

2000

Certificate of Financial MarketsSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending & Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Graeme Frederick Bennett

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

000268070

Postcode

2000

Bachelor of CommerceBachelor of LawsAccredited Derivatives Adviser Level TwoMargin Lending Accreditation Program

Derivatives

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Jaime Iv Ferrer

ORD MINNETT LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001004527

Postcode

2000

Bachelor of CommerceMaster of Business AdministrationGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecurities

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John James Livas

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000245008

Postcode

2000

Graduate Diploma in Financial PlanningASX Listed Products Accreditation CourseMargin Lending and Geared InvestmentsFellow Chartered Financial Practitioner Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lawrence Sam-Wah Lam

LUNAWAVE PTY. LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001005677

Postcode

2000

The Securities Institute Australia 8-unit Diploma CourseSeries 3 & 7 ExamMaster of Business LawSpecialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen John James

ORD MINNETT LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001004475

Postcode

2000

Bachelor of CommerceChartered AccountantCertified Financial PlannerChartered Tax Adviser

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Terry Panigiris

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000235793

Postcode

2000

Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dean Glyn-Evans

DEAN EVANS & ASSOCIATES PTY. LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

001006633

Postcode

2000

Bachelor of Economics (Major: Economic Statistics), Pure & Applied MathematicsFINSIA (formerly Securities Institute of Australia)

SuperannuationLife InsuranceLife InvestmentRSA Products

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Jeffrey Wrightson

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001003568

Postcode

2000

Bachelor of BusinessSecurities Institute Australia 8-Unit Diploma Course8 unit Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Paul Kurt Oesterheld

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001003240

Postcode

2000

Bachelor of BusinessDiploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseEthics and Professionalism in Financial Advice Course (FPC002B)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Phillip Andrew Hines

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

000325244

Postcode

2000

Diploma of Financial ServicesMargin Lending Acceditation ProgramCavendish & ICFS Specialist, SMSF CourseEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Robert Darius Fraser

TAYLOR COLLISON LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

001002301

Postcode

2000

Bachelor of EconomicsBachelor of Laws (Honours)Business Broking AgentReal Estate Agent

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Stephen John Mason

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

Registered

Experience

Since 1989 (37 years)

Registration #

000257926

Postcode

2000

Bachelor of BusinessFinancial Planning CertificateFinancial Plan Construction (DFP8)DPML Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Harold Eustace

MERCURY PRIVATE PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001233105

Postcode

2000

Bachelor of LawsCertified Financial PlannerRG146 Margin LendingCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Doyle

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001009093

Postcode

2000

Accredited Derivatives Adviser Level Two

SuperannuationSecuritiesDerivatives

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Charles Croxon Poolman

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

000299983

Postcode

2000

Certificate II in Financial MarketsSDIA RG146 Accreditation ProgramMargin Lending AccreditationProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Debbie Mary Smith

CAPITAL GUARD AU PTY LTD

Not Registered

Experience

Since 1990 (36 years)

Registration #

001001760

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Daniel Erzetich

ORD MINNETT LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001004526

Postcode

2000

Bachelor of BusinessADA Level 1 & 2Professional Diploma of Stockbroking

SuperannuationSecuritiesDerivatives

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John Francis Saunders

ADVICE EVOLUTION PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000264706

Postcode

2000

Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningFinancial Services Institute of Australasia (FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Laird

CONICKLAIRD PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000243285

Postcode

2000

Bachelor of CommerceBachelor of CommerceFCPAFellow of CPA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Oliver Conick

CONICKLAIRD PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

001000071

Postcode

2000

Bachelor of BusinessGraduate Diploma in Financial MarketsSDIA Accreditation ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Peter Andrew Richards

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000232471

Postcode

2000

Bachelor of EngineeringGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerFPC002B-Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Phillip Leslie

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000255755

Postcode

2000

Bachelor of LawPolicy Statement 146 Knowledge AssessmentFINSIA

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Richard Gray Saunders

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000439911

Postcode

2000

Certificate of Superannuation ManagementEstate Planning and Professional Responsibilities 2000Diploma of Financial Services (Financial Planning)Investment Planning 2

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Timothy James Donlea

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

Registered

Experience

Since 1990 (36 years)

Registration #

000235758

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerFinancial Planning Association (FPA) - Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bruce Gilbert

ADVICE EVOLUTION PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000236029

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig John Wilford

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000246208

Postcode

2000

Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningMasters of Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dejan Pekic

NEWEALTH PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

001000765

Postcode

2000

Bachelor of Commerce (Finance with Merit)Diploma of Financial PlanningCertified Financial PlannerPolicy Statement 146 Knowledge Assessment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Mcgregor

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000263977

Postcode

2000

Bachelor of Arts (Economics)Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningCertified Financial Planner CFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Tynan

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000239506

Postcode

2001

Diploma of Financial PlanningSelf Managed Super Funds SpecialistAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Mcgrath

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001004262

Postcode

2000

The SDIA Accreditation Program

SecuritiesGovernment Debentures

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Bernadette Angela Connolly

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

001238280

Postcode

2000

Master of Applied FinanceASX Accredited Derivatives Adviser Level Two ExamSuperannuationMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Brett Stein

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

001004677

Postcode

2000

Diploma of Financial PlanningASX Accredited listed Product AdviserMargin Lending and Geared InvestmentsSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Curzon Smith

HUB WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

001000446

Postcode

2000

Bachelor of ArtsBachelor of LawsDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Douglas Trevor Perkins

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001001886

Postcode

2000

SDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Esther Hing Yung Lam

ESTHER HING YUNG LAM

Registered

Experience

Since 1992 (34 years)

Registration #

000250560

Postcode

2000

Graduate Diploma in Professional AccountingDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Georg Eric Herda

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

001006040

Postcode

2000

General Securities Representative (Series 7) ExaminationSDIA Accreditation ProgramCertificate of Competence: Superannuation & DerivativesMargin Lending Accreditation Program

SecuritiesGovernment Debentures

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Gregory James Cook

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000235710

Postcode

2000

Diploma of Financial PlanningFinancial Advice Association Australia (FAAA) - Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Hugh Richard Laidley Dowling

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001001483

Postcode

2000

Level 2 Accredited Derivatives AdviserGraduate Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mark Bradley

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

001005954

Postcode

2000

General Securities Representative (Series 7) ExaminationAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation Program AssessmentSuperannuation Module

SecuritiesDerivativesGovernment Debentures

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Martin Speiser

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000240013

Postcode

2000

Bachelor of CommerceCertified Financial PlannerChartered Accountant ProgramDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Andre Cerreto

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001266875

Postcode

2000

Diploma of Superannuation ManagementDiploma of Financial PlanningEthics and Professionalism in Financial AdviceRelevant Provider Exam

SuperannuationSecuritiesGovernment Debentures

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Nigel Adams

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001000272

Postcode

2000

Diploma Course of the Securities Institute of AustraliaPostgraduate Certificate in Applied Finance

SuperannuationSecuritiesDerivatives

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Robert Stanoff

BLUEWATER FINANCIAL ADVISORS PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000289213

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Specialist Knowledge in Self Managed Superannuation FundsCertificate IV Property Services (Real Estate)Tax (Financial) Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Dickson Rylance

ORD MINNETT LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001004579

Postcode

2000

Master of Applied FinanceCompany Directors CourseFPC002B Ethics and Professionalism in Financial AdviceAustralian Institute of Company Directors

SuperannuationSecuritiesDerivatives

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Andrew Steven Wiefler

HUB WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

001000447

Postcode

2000

Bachelor of Commerce (Banking and Finance)Masters of Commercial LawRegistered Tax AgentFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Bill Fotopoulos

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

000249935

Postcode

2000

Bachelor of Business (Economics and Finance)Graduate Diploma in Applied Finance and Investment (Historical SIA / FINSIA)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Chris Murray

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001003648

Postcode

2000

8 Unit Diploma of Financial PlanningCFP Education ProgramSMSF Specialist AdvisorLife Risk Specialist (LRS)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Paul Crichton

ORD MINNETT LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001006339

Postcode

2000

Graduate Diploma of Financial PlanningSDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146ACCREDITED DERIVATIVES ADVISER LEVEL 1MARGIN LENDING ACCREDITATION PROGRAM

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

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Jason Craig Phillips

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000335969

Postcode

2000

Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking

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Leon Phillips

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

000242593

Postcode

2000

Advanced Diploma Financial Services (Financial Planning) FNB60402Diploma Financial Services FP FNB50802RG146 Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Malcolm Eric Palmer

F PALMER & M E PALMER

Registered

Experience

Since 1993 (33 years)

Registration #

000261086

Postcode

2000

The Securities Institute Certificate CourseASX AffiliateASX Responsible ExecutiveStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Mark Gerard Edwards

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001001484

Postcode

2000

Level 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Matthew Loxton

ORD MINNETT LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001005730

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMasters of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Robert Granger

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001006033

Postcode

2000

Licensing Training of Financial Product Advisers

SecuritiesGovernment Debentures

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Simon Forbes

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001234570

Postcode

2000

Margin Lending Accreditation ProgramSuperannuation Accreditation Program

Superannuation

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Yasser Sam El Shammaa

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

001237580

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCertificate IV in Finance and Mortgage BrokingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yasser Sam El Shammaa

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

001237580

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCertificate IV in Finance and Mortgage BrokingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yasser Sam El Shammaa

SAMBE INVESTMENTS PTY. LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001237580

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCertificate IV in Finance and Mortgage BrokingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Boyd Griffiths

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000223866

Postcode

2000

Certificate in Financial MarketsProfessional Diploma in StockbrokingEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Andrew James Rochester

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001006200

Postcode

2000

Graduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2 ExamManaged Investments & Superannuation ModuleMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Bill Stefani

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000249956

Postcode

2000

8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Claire Dickinson

PARASOL ADVISORY PTY LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001006004

Postcode

2000

General Securities Representative (Series 7) ExaminationGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2 ExamEthics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

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Daniel Isenhood

THORNTON & LEE PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000266826

Postcode

2000

Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Bruce Nimmo

ORACLE ADVISORY GROUP PTY. LTD.

Registered

Experience

Since 1994 (32 years)

Registration #

000246089

Postcode

2000

Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentGovernment Debentures

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Jennifer Marie Atkinson

XENTINEL FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000335330

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerDiploma of Superannuation Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marc Chandler

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000241926

Postcode

2000

Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingGraduate Certificate in Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Michael Donovan

ORD MINNETT LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005390

Postcode

2000

Diploma of Financial AdvisingStockbrokers and Investment Advisers Association (SIAA)Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Michelle Peters

E.F.D.B. PTY LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000291675

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Mccormack

ORD MINNETT LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001006228

Postcode

2000

General Securities Representative (Series 7) ExaminationSDIA Accreditation Program AssessmentMargin Lending Accreditation Program

SecuritiesGovernment DebenturesRSA Products

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Rohan Mcpherson

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000239316

Postcode

2000

CFPDFPALPASMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott William James Heathwood

LIFESTYLE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000264647

Postcode

2000

master of artsMBAPS 146Certificate IV

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stolle Sergis

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001235045

Postcode

2000

Bachelor of BusinessGraduate Diploma in Applied Finance & InvestmentSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser

SecuritiesDerivativesGovernment Debentures

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Anthony Newton

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000239460

Postcode

2000

Diploma of Financial PlanningBachelor of CommerceDiploma of Financial PlanningSMSF Specialist Pathway Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Arthur Cutten

TAYLOR COLLISON LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001002297

Postcode

2000

Bachelor of Arts in AccountancyGraduate Diploma in Applied Finance and Investment

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Dean Fuchs

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001006109

Postcode

2000

Diploma of Financial Planning (8 units)Certified Financial Planner (CFP) Education ProgramSelf Managed Superannuation Funds CourseMargin Lending and Geared Investments Course

SuperannuationLife InsuranceLife InvestmentRSA Products

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Edward Richardson Purseglove

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001006193

Postcode

2000

Graduate Diploma in Applied Finance and InvestmentManaged Investments & Superannuation ModuleASX Broker ExamMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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James Edal Beresford

BLICENSED PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001005614

Postcode

2000

Masters of Commerce (Financial Planning)Property Services (Real Estate)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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James Scot Cameron Audiss

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

000465176

Postcode

2000

Margin Lending AccreditationProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level 2

SecuritiesDerivatives

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Jamie David Mckay

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001004465

Postcode

2000

Bachelor of CommerceCertified Financial Planner (CFP)Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason Ball

ORD MINNETT LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005051

Postcode

2000

Retirement Planning Principles CourseSDIA Accreditation Program AssessmentAccredited Derivatives Adviser: Level 1Deposit Products and Non-Cash payments

SuperannuationSecuritiesDerivativesRSA Products

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Joseph Pagliaro

ORD MINNETT LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

000438916

Postcode

2000

Bachelor of CommerceGraduate Diploma in Applied Finance and Investment

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Kelly Lee Lindsell

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000241840

Postcode

2000

Bachelor of Commerce (Economics & Finance)8 unit Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan Charles Hudson Baker

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

000238573

Postcode

2000

ASIC Policy Statement 146Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Thomas Hutchison

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001001566

Postcode

2000

Graduate Diploma of Applied Finance & InvestmentPS146 Statement of ComplianceLevel 1 Accredited Derivatives AdviserMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Patrick Anwandter

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001000857

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationSecuritiesRSA Products

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Paul Gordon Rickard

SWITZER FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001006744

Postcode

2000

Bachelor of ScienceDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Self- Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Hardick

FIRST CAPITAL FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000252852

Postcode

2000

Bachelor of Education (Science)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending and Geared Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Thomas Ahearne

IA ADVICE PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001001261

Postcode

2000

Grad. Dip. Man.Master of Business AdministrationDip. Fin. Plan.Institute of Public Accountants (IPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Jones

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000247766

Postcode

2000

Diploma of Financial PlanningTASACLv3TFAv2

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Marshall Johnson

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000345701

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rodney Allen Dickinson

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000242238

Postcode

2000

Bachelor of EconomicsDiploma of Financial Planning (DFP 1-8)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Salamon

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001244827

Postcode

2000

Superannuation & Retirement PlanningMargin Lending and Geared Investments

Superannuation

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Angela Louise Holstein

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000268181

Postcode

2000

Graduate Diploma in Applied Finance & InvestmentSuperannuationAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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Brendan Element

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000276440

Postcode

2000

CFPDFPMargin LendingALPA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brett Wing

QI FINANCIAL PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000250863

Postcode

2000

Diploma of Financial MarketsDiploma of Financial AdvisingFinancial Plan Construction & ReviewCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Brett Wing

RESOURCE SUPER PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000250863

Postcode

2000

Diploma of Financial MarketsDiploma of Financial AdvisingFinancial Plan Construction & ReviewCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Catherine Happ

JBWERE LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005347

Postcode

2000

Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Ethics for Financial Services (Intensive)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Clinton Clarke

CLARKE ADVISORY GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000242247

Postcode

2000

Masters DegreeCFPDiplomaFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren Howard

MERIT WEALTH PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001004473

Postcode

2000

Bachelor of Arts (Economics / Economic History)Bachelor of ArtsGraduate Diploma in Applied Finance and InvestmentGraduate Diploma of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Armour

SIRA GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005967

Postcode

2000

Bachelor of EconomicsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Christopher Haseldine

ALEXIS WEALTH ADVISORS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000238232

Postcode

2000

Diploma of Financial MarketsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Debbie Wong

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001000553

Postcode

2000

Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseMargin Lending and Geared Investments CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Eric Wong

ORD MINNETT LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001003565

Postcode

2000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivatives

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Heath Alexander Hebenton

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000316838

Postcode

2000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Rosenberg

ORD MINNETT LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005261

Postcode

2001

Margin Lending and Geared InvestmentsDeposit Products and Non-Cash paymentsTier 1 Compliance Solution

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

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Janine Varughese

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005844

Postcode

2000

Bachelor of EconomicsCertificate in Financial MarketsDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jonathan Henry Hancock

ORD MINNETT LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001004538

Postcode

2000

Superannuation Accreditation

SuperannuationSecuritiesDerivatives

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Marcus Ben Droga

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001238831

Postcode

2000

Bachelor of Commerce Major in Accounting & FinanceMargin Lending and Geared Investments

Securities

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Michael Morrison

M FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000345672

Postcode

2000

Bachelor of BusinessMaster of Business in AccountingChartered AccountantChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Michelle Elizabeth Summers

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000264195

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerMasters of Financial PlanningSMSF Specialist Advisor (SSA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Murray Hewitt

ORD MINNETT LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005155

Postcode

2000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecurities

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Paul Crowne

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001001792

Postcode

2000

Bachelor of Veterinary ScienceDiploma of Financial PlanningCFPAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Jones

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005418

Postcode

2000

Bachelor of Commerce (Marketing and Business Management)Post Graduate DiplomaAdvanced Diploma in Financial PlanningAccredited Derivatives Adviser (Level I)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Richard Dennis Mcgrath

KEMOSABE CAPITAL PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001000899

Postcode

2001

Diploma of Financial MarketsCertified Financial PlannerDiploma of Financial PlanningMaster of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Russell James Holmes

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000283778

Postcode

2000

Diploma of Financial AdvisingCertified Financial PlannerAdvanced Diploma of Financial PlanningCertified Financial Planner - FPA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Christian Marcellos

SUPER GROUP HOLDINGS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001000966

Postcode

2000

Bachelor of Financial AdministrationDiploma in Financial ManagementCertified Practising AccountantPS 146

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Sulieman Ravell

NW ADVICE PTY LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001001336

Postcode

2000

BEng (Hons)UK Advanced Financial Planning CertificateDiploma of Financial PlanningMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Sulieman Ravell

WEALTH FOCUS PTY. LTD.

Registered

Experience

Since 1996 (30 years)

Registration #

001001336

Postcode

2000

BEng (Hons)UK Advanced Financial Planning CertificateDiploma of Financial PlanningMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wai-Yee Chen

ACUMEN INVESTORS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005379

Postcode

2000

413609 Australian Taxation Law452106 Commercial lawBachelor Of CommerceMasters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Wai-Yee Chen

ACUMEN INVESTORS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005379

Postcode

2000

413609 Australian Taxation Law452106 Commercial lawBachelor Of CommerceMasters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew David Harrison

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001004461

Postcode

2000

Bachelor of Commerce (Accounting)Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Rafty

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001002238

Postcode

2000

Bachelor of Engineering (Civil Engineering)CFPDiploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Rafty

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001002238

Postcode

2000

Bachelor of Engineering (Civil Engineering)CFPDiploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Steven Adler

LIFESTYLE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000244627

Postcode

2000

Bachelor of EconomicsMaster of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Joseph Avery

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000462764

Postcode

2000

Bachelor of Arts (Economics)Series7RG146Margin Lending

SuperannuationSecuritiesGovernment Debentures

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Aziz Meherali

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000415954

Postcode

2000

Bachelor of Science in BusinessCertified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Brendon Hewlett

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001003459

Postcode

2000

8 unit Diploma of Financial PlanningSMSF Association Specialist Accreditation ProgramSSAAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Campbell Dinwoodie Taylor

TAYLOR COLLISON LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001002296

Postcode

2000

64656466Bachelor of Arts in AccountancyRG146

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Catherine Ann Wong Doo

JBWERE LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001003718

Postcode

2000

Bachelor of Commerce (Finance and Marketing)8 unit Diploma of Financial PlanningPostgraduate Diploma in ManagementEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Clara Jago

MACQUARIE BANK LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005165

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Certified Practicing Accountants ProgramParaplanning CourseInvestment Planning 1

SecuritiesGovernment Debentures

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Clara Jago

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005165

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Certified Practicing Accountants ProgramParaplanning CourseInvestment Planning 1

SecuritiesGovernment Debentures

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Craig Stuart Peterson

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000261449

Postcode

2000

Insurance Certificate CourseBachelor of Business (Marketing)Diploma of Financial Planning (8 Units)Certified Financial Planner Education Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darrell Seeto

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001240655

Postcode

2000

Bachelor of CommerceAccredited Derivatives Adviser Level 2Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice

SuperannuationSecurities

Is this you? Claim this listing →

Gerard O'Connor

JBWERE LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001005466

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Certified Financial PlannerEthics for Financial Services

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Gregory John Ryan

FUTURO FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001006415

Postcode

2000

Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Michael Le Lacheur

PALADIN WEALTH ADVISERS PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000239786

Postcode

2000

Certificate in Self Managed Super FundsASX-Accredited Listed Products Adviser Programme[ALPA]Diploma of Financial PlanningCertificate in Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ian Hamish Campbell

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000265176

Postcode

2000

Graduate Diploma in applied Finance & InvestmentMargin Lending and Geared InvestmentsTier 1 Superannuation

SuperannuationSecuritiesGovernment Debentures

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Jean Kaoru Findlay

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000222823

Postcode

2000

Bachelor of ScienceDiploma of Financial PlanningSDIA Accreditation Program RG146SMSF Specialist Pathway Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jeffrey Mark Thurecht

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 1997 (29 years)

Registration #

000250830

Postcode

2000

Bachelor of Information Technology (Information Systems)Certified Financial PlannerDiploma of Financial PlanningApplied Self-Managed Super Fund Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jennifer Elizabeth Porter

BLOOM ADVISORY GROUP PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000275480

Postcode

2000

Bachelor of EducationCertified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Hanzikonstandis

ORD MINNETT LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001004541

Postcode

2000

Bachelor of Business (Finance)Graduate Diploma of Applied Finance

SuperannuationSecurities

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Jonathan Kilborn

CARDENA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000247706

Postcode

2000

Bachelor of BusinessCertified Financial PlannerMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joseph John Felizzi

AERAN PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000262647

Postcode

2000

Bachelor of Arts in Banking and FinanceCertified Financial PlannerDiploma of Financial PlanningSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Katrina Wroe

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000253523

Postcode

2000

Diploma in Financial PlanningDiploma in Financial MarketsCertified Financial PlannerMaster in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leonardo Antonio Guterres

CENTRAL SECURITIES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001000847

Postcode

2000

Bachelor of Commerce in Accounting Finance and SystemsChartered Accountants Professional YearSecurities Institute of Australia Financial Planning 5 day courseSecurities Institute of Australia – Financial Planning 5 day course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Anthony Fitzgerald

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001003353

Postcode

2000

Bachelor of CommerceMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Williams

DAVID W LEE & ASSOCIATES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001235995

Postcode

2000

Diploma of Financial PlanningMargin LendingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew James Wilkinson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001235755

Postcode

2000

Bachelor of CommerceGraduate Diploma in Applied Finance & InvestmentMargin Lending & Geared Investments

Derivatives

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Michael Muehlheim

MACQUARIE BANK LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005219

Postcode

2000

Bachelor of Business (Economics and Finance)Diploma of Financial Planning 1-8CFP CertificationMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Muehlheim

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005219

Postcode

2000

Bachelor of Business (Economics and Finance)Diploma of Financial Planning 1-8CFP CertificationMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Aspropotamitis

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000249925

Postcode

2000

8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Thomas

ORD MINNETT LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001004603

Postcode

2000

Certificate in Financial MarketsADA Level 1 & 2Graduate Diploma in Applied Finance & InvestmentMargin Lending Accreditation

SuperannuationSecuritiesDerivatives

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Randall March

JBWERE LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001005503

Postcode

2000

Bachelor of Management (Marketing)8 unit Diploma of Financial PlanningCFP CertificationEthics for Financial Services

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Ricky Vecchio

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001001955

Postcode

2000

ASX Accredited Derivatives Adviser Level 1SDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 2Margin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Salvatore (Sam) Stillone

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001000391

Postcode

2000

Bachelor of Commerce (Accounting and Economics)Chartered AccountantCertified Financial PlannerFinancial Planning Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shahin Saracoglu

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000249869

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Stephen Davis

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001001801

Postcode

2000

Bachelor of EconomicsCertified Financial Planner (CFP)Diploma of Financial PlanningSpecialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Steven Thomas Wright

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001001814

Postcode

2000

Diploma of Financial PlanningCFPGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Suhal Naser

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000249753

Postcode

2000

Graduate Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Themistoklis Karakaidos

DJT WEALTH PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001235130

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Wenbo Huang

ARCH FP PTY. LTD.

Registered

Experience

Since 1997 (29 years)

Registration #

000242931

Postcode

2000

Certificate in Financial MarketsGraduate Diploma in Applied Finance and InvestmentGraducate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Jeffery Mcmahon

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000264698

Postcode

2000

Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Andrew John Laird

CONICKLAIRD PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001000273

Postcode

2000

Graduate Diploma in Financial MarketsBachelor of BusinessSDIA Accreditation ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Archana Bhatia

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001004681

Postcode

2000

Bachelor of Science, Bachelor of Education & Master of Arts (Economics)Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseMargin Lending and Geared Investments Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Atika Brown

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000761

Postcode

2000

SDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Carl Dickson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001264189

Postcode

2000

Bachelor of AccountingADA2 Accredited & Generic KnowledgeFinancial PlanningSuper, Securities & Managed Investments

SuperannuationSecuritiesRSA Products

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Christopher Forrest

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001002691

Postcode

2000

Bachelor of EconomicsCertified Financial PlannerSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Hindmarsh

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005353

Postcode

2000

Bachelor of ScienceDiplomaMasters Degree

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Christopher John Saunders

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000410520

Postcode

2000

Diploma of Financial PlanningDiploma of Business ManagementMargin LendingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Daniel John Meech

KODA CAPITAL PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001000723

Postcode

2000

Bachelor of EconomicsBachelor of CommerceGraduate Diploma in Financial PlanningInvestment Management Certificate (UK)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dean Nathan Watson

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001003723

Postcode

2000

DiplomaGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Ellen Louise Ferris

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000238228

Postcode

2000

Bachelor of Economics (Hons)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Fotini Mastrogianni

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000249858

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsFinance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gary Spencer

FYG PLANNERS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000435717

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin LendingCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gavin John Chapple

ILA PARTNERS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000269297

Postcode

2000

Bachelor of Commerce in Banking & FinanceDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

George Kambouroglou

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001004670

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseFellow Chartered Financial Practitioner (FChFP) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hean Tong Francis Tan

PLAYFAIRTAN PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001001790

Postcode

2000

Bachelor of CommerceBachelor of LawGraduate Diploma in Legal PracticeGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Ian Carter

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000280090

Postcode

2000

Bachelor of Commerce (Economics and Management Studies)Graduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Neil Dakin

PARK STREET GROUP PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001000182

Postcode

2000

Bachelor of EconomicsCertified Practicing AccountantMaster of CommerceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Eric Ellis

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000231745

Postcode

2000

Bachelor of CommerceCharted Accountant (CA)Certified Financial Planner (CFP)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Foley

IMFG PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000242178

Postcode

2000

Bachelor of EconomicsDiploma Financial Planning DFP 1-7Advanced Diploma of Financial Planning FNB60402Master of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Milroy

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005212

Postcode

2000

Certificate in Financial MarketsSDIA Accreditation: Securities, Futures, Managed InvestmentsAccredited Derivatives Adviser: Level 1Margin Lending and Geared Investments

SecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Joseph Portelli

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000195

Postcode

2000

Bachelor of EconomicsDiploma of Superannuation ManagementDiploma of Financial PlanningCertificate of Applied SMSF Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Justin William O'Brien

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006238

Postcode

2000

Associate Diploma in Farm ManagementBachelor of Business (Agricultural Commerce )SDIA Accreditation Program AssessmentSuperannuation

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Louie Ognenovski

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001003186

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Lucinda Chan

MACQUARIE BANK LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005083

Postcode

2000

Bachelor of Business (Business Administration)Investment Planning 1Retirement Planning and PrinciplesRisk Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lucinda Chan

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005083

Postcode

2000

Bachelor of Business (Business Administration)Investment Planning 1Retirement Planning and PrinciplesRisk Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Geldens

MADISON FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000231844

Postcode

2000

Bachelor of BusinessAdvanced Diploma of Financial ServicesChartered Accountants Australia and New Zealand (ICAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Matt Haig

MACQUARIE BANK LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001002708

Postcode

2000

Bachelor of Economics (Social Sciences)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Graduate Diploma of Financial Planning (Historical SIA / FINSIA).Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matt Haig

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001002708

Postcode

2000

Bachelor of Economics (Social Sciences)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Graduate Diploma of Financial Planning (Historical SIA / FINSIA).Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Irwin Zander

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001008097

Postcode

2000

Bachelor of Commerce (Management)Financial Planning & Wealth CreationDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael George Loizou

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000231065

Postcode

2000

Bachelor of BusinessCertified Financial Planner (CFP)Financial Planning SpecialistChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Michael Massey

KODA CAPITAL PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001232769

Postcode

2000

Bachelor of Business (Finance)Graduate Diploma of Applied FinanceTax for Financial Advising

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Nathaniel Hawkins

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000234850

Postcode

2000

Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Master of Financial PlanningRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Noel Ching

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000259360

Postcode

2000

Master of Business AdministrationDiploma of Financial PlanningCavendish & ICFS Specialist SMSF CourseFPC002B Ethics and Professionalism in Financial Advice.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sean Abbott

KODA CAPITAL PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000242817

Postcode

2000

Bachelor of BusinessGraduate Diploma of Financial PlanningBanking and Finance Oath

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy David Conde

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000279334

Postcode

2000

Bachelor of EconomicsCertified Practicing AccountantCertified Financial Planner CFPSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy James Wedd

CRYSTAL WEALTH PARTNERS LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001001674

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningCertificate in Workplace Training and AssessmentEthics and Professionalism for Advisers

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Todd Alexander Payne

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001001247

Postcode

2000

Bachelor of ScienceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Trevor Thomas

ETHINVEST PTY. LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005612

Postcode

2000

Bachelor of Economics (Hons)Master of Business AdministrationDiploma of Financial PlanningFPA's CFP 1-4 Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Trudi Jane Beresford

EP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005116

Postcode

2000

Bachelor of EconomicsMasters of Commerce (Financial Planning)Diploma Finance / Mortgage Broking ManagementCertificate IV Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wren Bligh

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000438918

Postcode

2000

Bachelor of CommerceADA Level 1 & 2Graduate Diploma of Applied Finance and InvestmentEthics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment DebenturesRSA Products

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Adam Schlipalius

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005275

Postcode

2000

Diploma of Financial MarketsBachelor of BusinessGeared InvestmentsMargin Lending

SuperannuationSecuritiesDerivatives

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Adam Wesek

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000374682

Postcode

2000

Advanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amanda Cook

MACQUARIE BANK LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005089

Postcode

2000

Bachelor of CommerceChartered Accountant ProgramGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Amanda Jane Jones

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001003782

Postcode

2000

Diploma of Financial Services (Financial Planning)Client Engagement SkillsEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

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Andrew Scott Townsend

ADVICE EVOLUTION PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000235918

Postcode

2000

Bachelor of SurveyingGraduate Diploma of Financial PlaningApproved Gearing Status Accreditation (FPA Accredited)Provide Advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ashleigh Swayn

ABSOLUTELY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000468987

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningMargin Lending and Geared Inv.Master of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bassem George Jammal

CONVERGENCE WEALTH HOLDINGS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000344031

Postcode

2000

Bachelor of BusinessDiploma of Financial Services (FP)Self Managed Super Fund CourseASX Securities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Peter Frawley

LIFESTYLE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005939

Postcode

2000

Bachelor of ArtsCertified Financial PlannerDiploma of Financial PlanningCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Charles Ogg

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001001873

Postcode

2000

Diploma in Financial MarketsAccredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesDerivatives

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Brandon James Darr

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000245883

Postcode

2000

Bachelor of CommerceCertified Financial PlannerEthics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carmelo Viola

VIOLA PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000231191

Postcode

2000

Advanced Diploma of Financial PlanningCertified Financial Planner CertificationFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Casimir John Skillecorn

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001004399

Postcode

2000

Bachelor of Agricultural EconomicsMaster of EconomicsRG146Diploma Of Financial Planning/Certified Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

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Christopher Glenn Fellas

INSIGHT INVESTMENT PARTNERS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000339065

Postcode

2000

OTC Dealer AccreditationDiploma of Financial MarketsADA1 Derivatives AccreditationDiploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Craig Milroy

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000241930

Postcode

2000

Post GraduateDiploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Craig Naylor

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 1999 (27 years)

Registration #

001002075

Postcode

2000

BA Joint Honours Degree Economics & GeographyMSC Masters in ManagementGraduate Diploma of Financial PlanningCertified FInancial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel James Corbett

KING OF THE MOUNTAIN FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001002093

Postcode

2000

Responsible Manager MasterclassSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dennis Navan

JBWERE LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005364

Postcode

2000

Bachelor of Commerce8 unit Diploma of Financial PlanningCertified Financial PlannerEthics for Financial Services

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Ditte Galloway

JBWERE LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005456

Postcode

2000

Bachelor Degree

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Donna Gulbin

JBWERE LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005457

Postcode

2000

Bachelor DegreeGraduate Diploma in Applied FinanceEthics for Financial Services (Intensive)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Errol Umar

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000257663

Postcode

2000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Fabiola Gibson

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001006029

Postcode

2000

General Securities Representative (Series 7) ExaminationAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation Program AssessmentSuperannuation Module

SecuritiesDerivativesGovernment Debentures

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Fiona Archer

JBWERE LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005462

Postcode

2000

Bachelor of Business (Accounting)Foreign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Francesco De-Stradis

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005388

Postcode

2000

Bachelor of EconomicsMaster of CommerceASX/ACH Responsible ExecutiveADA Level 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Garry James Loffhagen

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000234779

Postcode

2000

Bachelor of Commerce (Accounting)Chartered AccountantDiploma of Financial PlanningCFP®

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Nunan

UNITED ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000329884

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerMaster of Financial PlanningAccredited Behavioural Finance Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hau Ngoc Lam

RENAISSANCE WEALTH ADVISORS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001000967

Postcode

2000

Bachelor of Science ArchitectureMaster of Commerce FinanceCertified Financial PlannerAccredited Derivatives Adviser Level 1

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Heath Mclaren

MACQUARIE BANK LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005207

Postcode

2000

Bachelor of Economics (Financial Studies)Master of EconomicsDiploma of Financial Planing 8Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Heath Mclaren

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005207

Postcode

2000

Bachelor of Economics (Financial Studies)Master of EconomicsDiploma of Financial Planing 8Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ivon Fellowes

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000249402

Postcode

2000

Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ivon Fellowes

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000249402

Postcode

2000

Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Nicholson

MACQUARIE BANK LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005225

Postcode

2000

Certified Financial PlannerDiploma of Financial PlanningGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Master of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Nicholson

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005225

Postcode

2000

Certified Financial PlannerDiploma of Financial PlanningGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Master of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Pramana

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001267531

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningBachelor of LawsMasters of Law

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Julio Hector Rios

DELEGATES FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000287852

Postcode

2000

Bachelor of BusinessDFPDiploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin James Hooper

SENTINEL WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000260316

Postcode

2000

Bachelor of Business Science (with Honours)Diploma of Financial PlanningCertified Financial PlannerRegistered Life Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin Witherdin

MACQUARIE BANK LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001003563

Postcode

2000

Bachelor of International FinanceMargin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Diploma of Financial Markets

SuperannuationSecuritiesDerivativesGovernment Debentures

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Justin Witherdin

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001003563

Postcode

2000

Bachelor of International FinanceMargin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Diploma of Financial Markets

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Kevin Duong

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001264599

Postcode

2000

Bachelor of Commerce (Economics and Finance)Bachelor of Commerce (Economics and finance)SuperannuationAccredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivatives

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Louisa Caroline Jammal

CONVERGENCE WEALTH HOLDINGS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000344030

Postcode

2000

Bachelor of BusinessAdvanced Diploma of Financial PlanningDiploma of Financial Services (FP)Diploma of Financial Services (Finance/Mortgage Broking Management)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Marie Louise Muscat

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005882

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerSMSFMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Horwood

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 1999 (27 years)

Registration #

001002055

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Martin James Fowler

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000231188

Postcode

2000

Bachelor of BusinessChartered AccountantGraduate Diploma in Financial Planning (Historical SIA/FINSIA)Graduate Diploma in Applied Finance & Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Mccubbin

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001006382

Postcode

2000

ADFSEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Coorey

STRATEGIC ADVICE AUSTRALIA PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000252882

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Coorey

STRATEGIC ADVICE AUSTRALIA PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000252882

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Geoffrey Hutton

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000260714

Postcode

2000

Bachelor of EconomicsChartered AccountantDiploma of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Scott Hoy

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001001557

Postcode

2000

Level 1 Accredited Derivatives AdviserPS146 Statement of CompliancePS146 Statement of ComplianceMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Nathan James Stanton

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001270669

Postcode

2000

Bachelor of CommerceBachelor of Economics8 Unit Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentRSA Products

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Paul Gerard Mccarthy

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001004116

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Paul Graham Heanly

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000247594

Postcode

2000

Bachelor of EconomicsBachelor of Economics8 unit Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Philip Barry Sharp

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001006074

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner Education ProgramDiploma of Financial Services (Financial Planning) (FNS50804)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Philip Thomas Madsen

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000268118

Postcode

2000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentASX Accredited Derivatives Adviser Level OneSuperannuation

SecuritiesGovernment Debentures

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Phillip Gillard

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000241959

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Phillip Stefas

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000268166

Postcode

2000

Superannuation ModuleMargin Lending Accreditation Program

SuperannuationSecurities

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Raymond Chor Man Chan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000259387

Postcode

2000

Bachelor of Commerce (Accounting & Finance)Master of Commerce (Funds Management)Certified Practising Accountant (CPA)Margin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Richard Andrew Carey

UNITED ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000290608

Postcode

2000

Bachelor of Arts in AccountingChartered Accountant (CA)Certified Financial Planner (CFP)Chartered Accountants Self Managed Superannuation Funds (CA SMSF) Specialisation Workshop

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Mead

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001006231

Postcode

2000

SDIA Accreditation Program AssessmentMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Riste Jurukovski

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000309044

Postcode

2000

Bachelor of Business (Economics & Finance)FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Roger John Perrett

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001002667

Postcode

2000

Bachelor of BusinessSelf Managed Superannuation Funds CourseAccredited Derivatives Adviser Level 1 CourseMargin Lending and Geared Investments Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sayyed Akhtar

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001006114

Postcode

2000

Bachelor of ArtsFoundation DFPAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott James Douglas

IMFG PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000407491

Postcode

2000

Bachelor of CommerceCPACERTIFIED FINANCIAL PLANNERCPA-PFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vince Lucifero

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001004781

Postcode

2000

Diploma of Financial PlanningSelf Managed Superannuation FundsASX Accredited Listed Product AdviserMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wendy Khoon Pheng Tan

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001245238

Postcode

2000

Bachelor of Arts (Honours)Accredited Derivatives Adviser Level 2Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking

Derivatives

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Adrian Bikram Chaudhary

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000244728

Postcode

2000

Bachelor of EconomicsProfessional Year ProgrammeSelf Managed Superannuation Funds CourseASX Accredited Listed Product Adviser Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alan Michael Poswell

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000273130

Postcode

2000

Diploma of Financial PlanningCommercial LawTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anaheeta Engineer

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001002588

Postcode

2000

Certificate 3 Investment and Personal Financial PlanningGraduate Diploma in Personal Financial Planning

SuperannuationLife InsuranceLife Investment

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Andrew Douglas Marton Swaffer

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001002290

Postcode

2000

Bachelor of AccountancyBachelor of Accountancy (Honours)Graduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Andrew Nagel

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005220

Postcode

2000

Graduate Diploma of Applied FinanceMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Andrew Nicolas Tatarinoff

GPS WEALTH LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000263805

Postcode

2000

Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Paul Bollen

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004458

Postcode

2000

Bachelor of Business8 unit Diploma of Financial PlanningDiploma of Financial PlanningCFP Certification 1-4 Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Raymond Crews

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000230791

Postcode

2000

Bachelor of Commerce (Accounting)Chartered AccountantCFP Certification ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Norman Richard-Preston

VIVID FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000392984

Postcode

2000

Diploma of Financial PlanningBachelor of Commerce (Accounting, Banking & Finance)Bachelor of LawsMaster of Laws (Corporate, Commercial & Tax)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Brett Morris Waller

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004610

Postcode

2000

Certified Financial PlannerLife Risk SpecialistProfessional Diploma in StockbrokingGraduate Diploma in Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Colin Nicola Luigi Benvenuto

EMERGE FINANCIAL PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000241833

Postcode

2000

DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Neil Maltz

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000344389

Postcode

2000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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Daniel Anthony Pitt

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004397

Postcode

2000

Bachelor of EconomicsGrad Dip Finance and InvestmentRG146ADA 1

SecuritiesDerivativesGovernment Debentures

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Darren Scott Harris

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000272988

Postcode

2000

Associate Diploma in Business (Accounting)Diploma of Financial Markets (8 units)Diploma of Financial Planning (8 units)Margin Lending and Geared Investments Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Vincent Hunt

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000245990

Postcode

2000

Bachelor of Business (Accounting)Chartered Accountant ProgramFinancial Planning Accreditation ProgramChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dominic Cogger

WFS CAPITAL PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000321328

Postcode

2000

BSC Honours Business and Tourism StudiesDiploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Frank Donal Macdonagh

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000244291

Postcode

2000

Bachelor of CommerceCertified Financial PlannerSelf Managed Superannuation FundsDiploma of Finance & Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Greg Newbury

ACCRU FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000255765

Postcode

2000

Bachelor of BusinessCA ProgramCertified Public PractitionerSecurities and Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Gregory Mifsud

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000287870

Postcode

2000

Bachelor of Mathematics and FinanceDiploma of Superannuation ManagementDiploma of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Harry Mantzouratos

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000250024

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance & InvestmentCertified Financial Planner Status (CFP)SMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Harvey John Bate

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004456

Postcode

2000

Bachelor of CommerceCertified Practising Accountant (CPA)Graduate Diploma in Applied Finance & InvestmentGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hatem Matar

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001240636

Postcode

2000

Bachelor of Commerce Major in Accounting & EconomicsSDIA Accreditation Program AssessmentSuperannuation ModuleAccredited Derivatives Adviser Level Two

SecuritiesDerivatives

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Ian Smith

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000247709

Postcode

2000

Bachelor of Commerce (Finance)Master of EconomicsMaster of Applied FinanceCA - Chartered Accountants (CA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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James Edward Dunlop

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001234545

Postcode

2000

Post Grad Diploma Financial PlanningGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Henry Walker

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001258710

Postcode

2000

Advanced Diploma in Accounting8 Unit Diploma of Financial PlanningEquivalent to Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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John Felton

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000313986

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Juliet Catherine Archer

SENTINEL WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000441564

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial PlannerMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kurt William Telford

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000259298

Postcode

2000

Bachelor of Commerce & Management (Business Management)Postgraduate Diploma in Commerce SubjectsMaster of Commerce and MangementGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Lachlan Cameron

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005959

Postcode

2000

Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentSDIA Accreditation Program AssessmentSuperannuation Module

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Leo Diniotis

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001252299

Postcode

2000

Bachelor of Economics

Securities

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Lisa Maree Barber

EXPERT WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000247688

Postcode

2000

FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFPC007B Client Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Louise Maree Lakomy

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000224391

Postcode

2000

Bachelor of NursingMaster of Business Administration (Funds Management and Fiannce)Graduate Diploma in Personal Financial PlanningCFP Certification 1-4 Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Anthony Connell

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000463499

Postcode

2000

Diploma of Financial Planning (DFP 1-8)RG146 Margin Lending and Geared InvestmentsCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Richard Malone

GENUS WEALTH AUSTRALIA PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001003368

Postcode

2000

Financial AdvisingSelf Managed Superannuation FundsMargin Lending & Geared InvestmentsApplied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Swieconek

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001002217

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentMargin LendingFinancial Services Institute of Australasia (FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Swieconek

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001002217

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentMargin LendingFinancial Services Institute of Australasia (FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Taylor

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001001804

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)CFPAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Zee

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001232926

Postcode

2000

Bachelor of Agricultural EconomicsMaster of Commerce (Marketing and Organizational Behavior)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Michael Arthur

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004499

Postcode

2000

Bachelor of BusinessBachelor of AccountancyDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Miles Paul Tauber

WALKER LANE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000235714

Postcode

2000

Margin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Christian Mccullum

GILL AND CO ADVISORY PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000245045

Postcode

2000

Risk ManagementManaged InvestmentsSuperannuation and Retirement PlanningFoundation Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Nigel Gower Baker

POOLEDFUNDS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001001041

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerChartered Accountant

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Hegarty

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000320032

Postcode

2000

Graduate Diploma of Applied Finance and InvestmentMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul David Albert Nicholson

ALTA INVESTMENT MANAGEMENT PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005580

Postcode

2000

Bachelor of Social ScienceASX Derivatives Accreditation Level 1SDIA Accreditation Program Assessment (PS146)Graduate Diploma of Applied Finance and Investment

SecuritiesDerivativesGovernment Debentures

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Paul John Crellin

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005386

Postcode

2000

Bachelor of EconomicsCertified Practising AccountantGraduate Diploma of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivatives

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Paul Stefan Mann

AMALGAMATED FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000276270

Postcode

2000

Foundation Diploma of Financial PlanningDiploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingFinancial Advisers Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Penny Chai

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000307338

Postcode

2000

Bachelor of EconomicsDiploma of Superannuation ManagementDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Louis Eichmann

PARK STREET GROUP PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001000184

Postcode

2000

Bachelor of Business StudiesDiploma of Business StudiesSeries 7 (US Securities)Professional Diploma in Stockbroking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Simpson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001000778

Postcode

2000

Graduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivatives

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Phillip Bernard Patrick Reid

HARBOUR FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000317332

Postcode

2000

Diploma of Financial PlanningASX Accredited Listed Products AdviserMargin Lending and Geared InvestmentsAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert James Mclean

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001265065

Postcode

2000

Accredited Derivatives Adviser Level TwoMargin Lending and Geared InvestmentsMaster of Business Administration (Executive)

Derivatives

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Samuel Philip Croll

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001001148

Postcode

2000

PS146 Compliance ProgramGraduate Diploma of Applied Finance & InvestmentLevel 1 Accredited Derivatives AdviserAccredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

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Scarlet Fung

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005411

Postcode

2000

Bachelor of Social Sciences (Maj. Management Studies / Min. Economics)Masters of Applied FinanceDiploma of Financial PlanningAccredited Derivatives Adviser Level Two Exam

SecuritiesDerivativesGovernment Debentures

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Scott Anthony Everingham

BILLINGHAM ADVISERS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000322274

Postcode

2000

Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephanie Guldberg Johansen

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001006095

Postcode

2000

ITS WORKSTATION TRAINING FOR SEATS DTR'SDIPLOMA OF FINANCIAL MARKETSSDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146MARGIN LENDING ACCREDITATION PROGRAM

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

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Stephen Andrew Freeborn

DELOITTE ACTUARIES & CONSULTANTS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000434428

Postcode

2000

Actuaries InstituteGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) Investment ManagementRG146Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecurities

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Stephen Buhlman

WALKER LANE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000259769

Postcode

2000

Bachelor of EconomicsCertified Financial PlannerCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen John Donohoe

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005389

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied FinanceADA Level 1 & 2Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesRSA Products

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Stephen Paul Christie

ADVICEIQ PARTNERS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000433217

Postcode

2000

Bachelor of CommerceMaster of Applied FinancePHD Applied FinanceCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vincent Patrick Dore

IMFG PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000273268

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerRG146 Margin LendingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alberto Dimarco

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005133

Postcode

2000

Bachelor of CommerceADA2ASX Accredited Derivatives Adviser Level 2Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew James Falk

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001001475

Postcode

2000

Diploma of Financial MarketsASX Accredited Derivatives Adviser Level 1Margin Lending and Geared InvestmentsFinsia

SuperannuationSecuritiesDerivativesGovernment Debentures

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Angus Mcintyre Dockrill

IMFG PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000404746

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anita Louie

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

001272116

Postcode

2000

Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Ethics and Professionalism in Financial Advice

Superannuation

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Anthony Jury

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000285732

Postcode

2000

Graduate Diploma in EducationMaster of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Oppedisano

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001005761

Postcode

2000

Bachelor of Applied FinanceE151 Taxation and Strategies for Financial PlanningGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Antoinette Galluzzo

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001006431

Postcode

2000

Certificate in Financial MarketsGraduate Diploma in Applied Finance and Investment (Historical SIA / FINSIA)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Gale

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001000515

Postcode

2000

Bachelors of CommerceGraduate Diploma of Applied Finance and InvestmentRG146 SuperannuationMargin lending: obligations for financial advisers

SuperannuationSecuritiesGovernment Debentures

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Brendan James Krone

DOCTORS FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003805

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance & InvestmentAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife Investment

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Brendon Gleeson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001000323

Postcode

2000

Bachelor of Commerce (Economics and Marketing)Advanced Diploma of Financial Services (Financial Planning)Masters of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Carla Helene Allen

E.F.D.B. PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000464805

Postcode

2000

Bachelor EconomicsChartered Accountant of AustraliaRG146 Margin LendingCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Clive Ringler

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006198

Postcode

2000

Master of Commerce (Accounting)SDIA Accreditation Program AssessmentSuperannuationMargin Lending Accreditation Program

SecuritiesDerivativesGovernment DebenturesRSA Products

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David Simon

SIRA GROUP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001004673

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Domenico Sgro

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003620

Postcode

2000

Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)FNSASICR503A Provide advice in Margin LendingSMSF Specialist Adviser (SSA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elizabeth Maree Wheatley

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001253047

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmenDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Gabriel Fernandes

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001002824

Postcode

2000

Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSelf Managed Superannuation FundsCertificate IV in finance & mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gavin Bruce Fernando

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000224523

Postcode

2000

Certificate in Financial MarketsBachelor of Commerce (Accounting)8 unit Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Gregory Alexander Fuzi

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000321777

Postcode

2000

Diploma of Financial AdvisingRetirement Income Streams Training Program Level 2SMSF Advising QualificationFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory John Barter

ALLIED ADVICE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001001811

Postcode

2000

Bachelor of Science (Physics & Applied Mathematics)Advanced Diploma of Financial PlanningCFPMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Bonamy

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006434

Postcode

2000

Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningCertified Financial PlannerSMSF Specialist Adviser

SuperannuationLife InsuranceSecuritiesGovernment Debentures

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Josef Stadler

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000305126

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial Services (FinancialPlanning)Certified Financial PlannerSMSF Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Josip Jutrisa

GENERATION WEALTH GROUP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000246007

Postcode

2000

Bachelor of Commerce (Economics and Finance)Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julia Jane Murray

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001002389

Postcode

2000

Diploma in Financial MarketsSDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 1ASX Accredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

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Justin Lee Mulcahy

INTRINSIC PRIVATE WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000259278

Postcode

2000

Bachelor of Commerce (Economics & Finance)Graduate Diploma of Financial PlanningCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Justin Tyne

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000324141

Postcode

2000

Graduate Diploma in Financial PlanningTier 1 Margin LendingSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marcus Hendrik William Stadhouder

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000406147

Postcode

2000

Bachelor of ArtsDiploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Maria Elizabeth Dyson

UNITED ADVICE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000453264

Postcode

2000

Diploma Financial Planning (DipFP)Master Applied FinanceSMSF Specialist Advisor (SSA) AccreditationEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark John Mcginty

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006395

Postcode

2000

Graduate Diploma of Applied Finance and InvestmentADA2SuperannuationEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mark Morcos

STAMFORD (WEALTH MANAGEMENT) PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000321224

Postcode

2000

Bachelor or Applied FinanceDiploma of Financial PlanningSMSF Specialist AdviserSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Nagle

IA ADVICE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000304916

Postcode

2000

Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marshall Brentnall

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

000250831

Postcode

2000

Diploma of Business StudiesBachelor of BusinessCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Crone

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001264597

Postcode

2000

Bachelor of BusinessBachelor of BusinessSuperannuation & Retirement PlanningMargin Lending and Geared Investments

SuperannuationSecurities

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Michelle Kelly

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001003641

Postcode

2000

Diploma of Financial PlanningAccredited Derivatives Adviser (Level I)Diploma of Financial Services (Financial Planning)Tier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Franks

HARBOUR FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000231439

Postcode

2000

Bachelor of BusinessAccredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Philip Taaffe

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000242264

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial Planning FNB60402Certified Financial Planner (CFP)RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rachael Mary Lopez

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001004464

Postcode

2000

Bachelor of Commerce (with Distinction)Diploma of Financial PlanningCertified Financial Planner (CFP) Education ProgramDPML Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Raymond Hiung Ming Kan

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001247835

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma in Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Porte

WEALTH TODAY PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000248007

Postcode

2000

Diploma of Financial PlanningDiploma of Financial MarketsMargin Lending and Geared InvestmentsSMSF Specialist Advisor Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Salena Nguyen

RENAISSANCE WEALTH ADVISORS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001266373

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningChartered Financial AnalystSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Simeon Levin

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000244999

Postcode

2000

Diploma of Financial PlanningCFP Certification ProgramLife Risk SpecialistSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Suhas Govind Mahajan

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001264453

Postcode

2000

Accredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning

SuperannuationSecuritiesDerivatives

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Thomas Fry

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005520

Postcode

2000

Diploma

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Tim Waterson

AWM SERVICES PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001006847

Postcode

2000

Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Benjamin Raffle

BENNELONG PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001007415

Postcode

2000

Bachelor of CommerceMasters of TaxationDiploma in Financial Planning 1-8Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alex Dimos

ECON FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000245896

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Financial PlanningCertificate of Foundation TaxSelf Managed Superannuation Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Allan Furlong

F PALMER & M E PALMER

Registered

Experience

Since 2002 (24 years)

Registration #

000261083

Postcode

2000

PS 146 Compliance Program, Module: Generic Securities

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Andrew James Martin

PEAK INVESTMENT HOLDINGS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001004291

Postcode

2000

BACHELOR OF ECONOMICSASSOCIATE DIPLOMA IN FINANCE & INVESTMENTCERTIFICATE COMPETANCY RG146 SECURITIES,DERIVATIVES,FIN PLANNING, SUPER, MISCERTIFICATE OF ATTAINMENT MARGIN LENDING TIER 1

SuperannuationSecuritiesDerivatives

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Andrew Peter Jones

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000235711

Postcode

2000

Bachelor of Business (Accounting)Diploma of Financial Planning (DFP 1- 4)SMSF Specialist AdvisorEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Vincent Bruce Hayes

JBWERE LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001003716

Postcode

2000

Bachelor DegreeForeign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Apostolos Stoikos

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001003763

Postcode

2000

Bachelor DegreeAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Benjamin Lee Daniel Green

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000464796

Postcode

2000

Diploma of Financial Services FNB50199

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Benjamin Peters

E.F.D.B. PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000291674

Postcode

2000

Advanced Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bill Savellis

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000327717

Postcode

2000

Advanced Diploma of Financial ServicesMaster of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charles Edward Chirnside

ORD MINNETT LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005989

Postcode

2000

Bachelor of CommerceAccredited Derivatives Adviser Level 2 ExamGraduate Diploma in Applied Finance and InvestmentMargin Lending & Geared Investments

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Craig Matthews

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000240420

Postcode

2000

Diploma Financial Services (Financial Planning)

Life InsuranceLife Investment

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Craig Ross Shainfeld

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000332304

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningIntroduction to SMSFs

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Damien Skidmore

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000247043

Postcode

2000

Bachelor of Business (Finance)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Damien Skidmore

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000247043

Postcode

2000

Bachelor of Business (Finance)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David Clark

KODA CAPITAL PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000242326

Postcode

2000

Bachelor DegreeGraduate DiplomaCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David William Rodgers

UNITED ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000457820

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)MAI769 Ethics for Financial ServicesGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Eduardo Delacruz

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000300808

Postcode

2000

Bachelor of Commerce (Finance)8 Unit Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser Education ProgramASX Listed Products Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ernesto David Santone

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001004581

Postcode

2000

Bachelor of Commerce (Management)Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoMargin lending accreditation

SuperannuationSecuritiesDerivatives

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Finlay Lafleur

ROUNDED WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001004640

Postcode

2000

Bachelor of Commerce (Finance)Bachelor of Commerce (Honours)Advanced Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Fiona Clare Thomas

ETHINVEST PTY. LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001256708

Postcode

2000

Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Social Development

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Fiona Kent

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2002 (24 years)

Registration #

001005202

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

Superannuation

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Francisco Da Luz

ENRIZEN PTY. LTD.

Registered

Experience

Since 2002 (24 years)

Registration #

000277063

Postcode

2000

Diploma of Financial AdvisingMaster of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Geoff Kaye

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000301960

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerFPC001B Economic and Legal context for Financial PlanningFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gillian Dowell

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000249562

Postcode

2000

Commercial Law IIIA + Commercial Law IIIBBachelor of EconomicsCPA ProgramDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gregory Jack Lisk

QUALITY ADVISERS PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000253380

Postcode

2000

Bachelor of LawsGrad Diploma of Applied Finance & InvestmentDiploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Planning FNS60415

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Paterson

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001006180

Postcode

2000

Bachelor of Business (Financial Planning)Certified Financial Planner Education ProgramMargin Lending Accreditation ProgramSelf Managed Superannuation Funds Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jenny Kam

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000238825

Postcode

2000

Bachelor of ArtsGraduate Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Philpot

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000260715

Postcode

2000

Bachelor of CommerceChartered AccountantCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Judy Lu

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2002 (24 years)

Registration #

001002122

Postcode

2000

Diploma of Business StudiesDiploma of Financial PlanningCertified Financial PlannerMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Linda Tang

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005298

Postcode

2000

Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationSecuritiesRSA Products

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Louise Rottier

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001008436

Postcode

2000

Bachelor of Applied Science (Medical Radiation Technology)Diploma of Financial Planning (8 Units)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Martin Peter White

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000231836

Postcode

2000

Bachelor of CommerceChartered Accountant (CA)Certified Financial Planner (CFP)ASX Listed Products Accreditation Course (LPAC)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Carter

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000250641

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma in ManagementSMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Davey

FUTURE GROUP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001000452

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)(FNS60404)Diploma of Financial Services (Financial Planning)(FNS50804)Certified Financial Planner (CFP)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Megan Anthea Aikman

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000416599

Postcode

2000

Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Melinda Brown

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2002 (24 years)

Registration #

001252055

Postcode

2000

Bachelor of Arts (International Studies)Bachelor of business and Bachelor of Arts in International StudiesDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Rees-Evans

POOLEDFUNDS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000247793

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerMasters of Management in Financial ManagementSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michelle Catherine Grover

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001001546

Postcode

2000

Level 1 Accredited Derivatives AdviserPS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment Debentures

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Nhi Ai Lam Vo

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000234926

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Regulations and TaxationAccredited Behavioural Finance Professional, ABFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Moustacas

R&S WEALTH GROUP PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000234886

Postcode

2000

Bachelor of CommerceCertificate of Public PracticeFinancial Planning Proper Authority CourseSMSF Specialist Advisors (SSA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul L Feeney

OTIVO PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001267471

Postcode

2000

Diploma of Financial AdvisingGraduate Diploma of Applied Finance and InvestmentDFP5v3 Tax for Financial AdvisingTASACLv2 Commercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Siu Man Lily Mo

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001003345

Postcode

2000

Graduate Diploma in AccountingMaster of Commerce (Marketing)8 Unit Diploma of Financial PlanningSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas A Robb

STEWARDS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001233892

Postcode

2000

Diploma of Financial AdvisingBachelor of EconomicsDiploma of Financial Services (Financial Markets)FASEA exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Sammann

FUTURE GROUP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000248468

Postcode

2000

Bachelor of Business (Accounting)Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Aaron Edwards

ALTA INVESTMENT MANAGEMENT PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001002215

Postcode

2000

Derivatives Accreditation Level 1 and 2Diploma of Technical AnalysisGraduate Diploma in Applied FinanceMaster of Applied Finance

SecuritiesDerivativesGovernment Debentures

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Brad Fensom

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000247042

Postcode

2000

Diploma of FPSelf Managed Superannuation FundsAdvanced Diploma Of FPGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brett Graham Billington

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000332579

Postcode

2000

Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bronwen Batty

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000308885

Postcode

2000

Certificate in a Financial MarketsDiploma Financial MarketsDiploma of Financial MarketsCFP Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Catherine Navarro

AMALGAMATED FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000239459

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Raymond Stubbs

EFS ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001006467

Postcode

2000

Bachelor of EconomicsDiploma of Superannuation ManagementDiploma of Financial PlanningPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel James Walsh

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001000725

Postcode

2000

Diploma in Financial PlanningBachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SecuritiesGovernment Debentures

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Daniel Scott Sharp

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000228809

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningMaster of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darrin Newport

PERITIA WEALTH PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000404149

Postcode

2000

Diploma of Financial PlanningDiploma of Financial MarketsCertified Financial PlannerSelf Managed Superanuation Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Brian Sandig

LEADERS INVESTMENT MANAGEMENT PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000231213

Postcode

2000

BScMBADiploma of Securities Institute of Australia (ASIA)Company Directors' Diploma

SecuritiesGovernment Debentures

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David Lee Chong Wong

DAVID W LEE & ASSOCIATES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001006519

Postcode

2000

Master of CommerceDiploma of Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dion Jay Guagliardo

100 DOORS PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

000291287

Postcode

2000

Diploma of Financial Planning (DFP)Masters of Business Administration (MBA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gabrielle Rose Wood

JBWERE LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003726

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Applied Finance)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Gareth Henderson Russel

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001265332

Postcode

2000

Bachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesRSA Products

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Gary Christopher Marsh

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000232472

Postcode

2000

51123Bachelor of Business (Economics)ACCG857Masters of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Shahinian

ECON FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000246144

Postcode

2000

Bachelor of CommerceMaster of BusinessGraduate Diploma in Financial PlanningEssential self managed superannuation fund update

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Greg Suefong

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000232466

Postcode

2000

DFP Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Giordmaina

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001243218

Postcode

2000

Diploma of Financial Service (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Kuo

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003833

Postcode

2000

Commercial Law FIN1010Bachelor of Arts/Bachelor of Business (Banking and Finance)Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Kallmeyer

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000270561

Postcode

2000

SDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Joshua Cameron

EFS ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001006308

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua James Blythe

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001004457

Postcode

2000

Bachelor of Science (BSC)Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning) FNB60402Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Khai Tuan Phan

FINANCIAL MANDATE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000246107

Postcode

2000

Bachelor of CommerceBachelor of LawsDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leanna Katsikaris

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003791

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising

SuperannuationLife InsuranceLife Investment

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Lisa Maree Fowler

CRYSTAL WEALTH PARTNERS LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001001442

Postcode

2000

Bachelor of Commerce (Management, Banking & Finance)Graduate Diploma of Financial PlanningEthics & ProfessionalismSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Graeme Oake

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000426956

Postcode

2000

Bachelor of ScienceGraduate Diploma Applied Finance and InvestmentDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Matthew Graeme Oake

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000426956

Postcode

2000

Bachelor of ScienceGraduate Diploma Applied Finance and InvestmentDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Matthew Graeme Oake

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000426956

Postcode

MSW

Bachelor of ScienceGraduate Diploma Applied Finance and InvestmentDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Matthew William Barton Smith

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000242317

Postcode

2000

Associate Diploma of BusinessBachelor of Economics (Social Sciences)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Evan Josephson

ETHINVEST PTY. LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000433922

Postcode

2000

Bachelor of ArtsDiploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael John Sutherland

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001255102

Postcode

2000

Diploma of Financial Markets (Derivatives, Foreign Exchange and Financial Markets)Diploma of Financial Markets (Equity Market Advising)Diploma of Financial Markets (Debt Markets and Derivatives)Graduate Diploma of Financial Planning

Foreign Exchange

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Philip Anthony Clough

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001001141

Postcode

2000

Bachelor of Business (Finance & Marketing)PS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment Debentures

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Philip Barclay Rofe

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001001207

Postcode

2000

Master of Business AdminstrationAccredited Derivatives Advisor 1&2Master of Financial PlanningFASEA ASIC Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Raymond Kenneth Lenton

INTRINSIC PRIVATE WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000259389

Postcode

2000

Diploma of Financial Services (Financial Planning)Professional Diploma in StockbrokingExecutive Education ProgramStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Richard Malcolm Matsinger

WALKER LANE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000238819

Postcode

2000

Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Robert Arthur Ross

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000297550

Postcode

2000

Bachelor of Commerce (Accounting, Finance and Systems)Bachelor of LawsGraduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentRSA Products

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Robert Galey

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003282

Postcode

2000

Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser Education ProgramAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Mantarro

TRILOGY & CO PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001000484

Postcode

2000

Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Mantarro

TRILOGY & CO PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001000484

Postcode

2000

Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Katzenellenbogen

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001297346

Postcode

2000

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sue-Ellen Hogan

R&S WEALTH GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000239425

Postcode

2000

Certificate IV in Financial Planning

SuperannuationLife InsuranceLife Investment

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Thomas Ilinkovski

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000235775

Postcode

2000

8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Certificate IV in Finance and Mortgage BrokingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Roughan Pickett-Heaps

ORD MINNETT LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001003192

Postcode

2000

Bachelor of CommerceMaster of CommerceADA Level 1 & 2Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivatives

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Thomas Schipilliti

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000247677

Postcode

2000

Bachelor of Commerce8 unit Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)MAI769 Ethics for Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Vincenzo Bruno Zappia

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000435333

Postcode

2000

Certificate III Course in Investment and Personal Financial Planning8 Unit Diploma of Financial PlanningMaster of Commerce (Financial Planning)FNS40815 Certificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wanhee Lee

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

001004333

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Professional Diploma in StockbrokingFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Andrew Francis Harding

ADVICEIQ PARTNERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000397894

Postcode

2000

Bachelor of CommerceMasters of BusinessGraduate Diploma of Financial PlanningCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Hamilton Mckissock

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001273072

Postcode

2000

Bachelor of Arts majoring in Marketing & EconomicsPost Graduate Diploma Business Information TechnologyDiploma in Financial Financial MarketsMaster of Business Administration

DerivativesForeign Exchange

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Andrew Richard Fairley

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000259112

Postcode

2000

Diploma in Financial MarketsSDIA RG146 Accreditation ProgramMargin Lending Accreditation Program924 Superannuation and Skills

SuperannuationSecuritiesGovernment Debentures

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Anthony James Pears

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000249727

Postcode

2000

Bachelor DegreeDiplomaCertified Financial PLannerRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Kim Bradshaw

HALO FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000281254

Postcode

2000

Bachelor of BusinessDiploma of Financial ServicesChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Ashley Salter

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005330

Postcode

2000

Bachelor of Commerce (Economics)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange Accreditation ProgramEthics for Financial Services

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Brendan Edward Gallagher

FINANCIAL KEYS ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000411143

Postcode

2000

Bachelor of Commerce (Economics)Diploma of Superannuation ManagementMaster of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Brendan Stuart Burrows

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000269295

Postcode

2000

Bachelor of CommerceGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Certified Financial Planner (CFP)SMSF Association Specialist Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Laird

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005344

Postcode

2000

Bachelor of Business AdministrationGraduate Diploma of Financial Planning (Historical SIA / FINSIA)Certified Financial PlannerForeign Exchange Accreditation

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Cassandra Anne Michelle Hirst

KODA CAPITAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001245127

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannierCertificate IV Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Musumeci

AUSTRALIAN FINANCIAL RISK MANAGEMENT PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001002187

Postcode

2000

Advanced Diploma of AccountingAdvanced Diploma Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

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Dean O'Neill

DJT WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000449132

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Emmanuel Solinap

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001000439

Postcode

2000

Diploma of Financial ServicesMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Frank Tesoriero

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001002000

Postcode

2000

Diploma of Superannuation ManagementGraduate Diploma in Applied Finance & InvestmentGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Frank Zonaras

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000252942

Postcode

2000

Bachelor of BusinessGraduate Diploma of Financial PlanningMargin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gary Robert Glover

NOVUS CAPITAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000259215

Postcode

2000

Bachelor of BusinessGraduate Diploman in Applied Finance and InvestmentDerivatives Level 1 and 2

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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George Michael Caredes

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000250639

Postcode

2000

Bachelor of Mathematics and FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner CFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

George Pereira

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000302076

Postcode

2000

Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)Self Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

George Pereira

MBT MANAGEMENT PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000302076

Postcode

2000

Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)Self Managed Super Funds

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

James Antony Silverton

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000277695

Postcode

2000

Bachelor of Commerce in Accounting and FinanceGraduate Diploma in Applied Finance & InvestmentsSuperannuationMargin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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James Lawrie

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001266974

Postcode

2000

Bachelor of EconomicsGraduate DiplomaGraduate diploma in financial planningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jane Caroline Campbell

AERAN PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001000224

Postcode

2000

Bachelor of CommerceBachelor of LawsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeremy Boller

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001995

Postcode

2000

Estate PlanningDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Joel Phillip Campbell

CAMPBELL FINANCIAL GROUP PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001249

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFellow Chartered Financial Practitioner FChFPAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joel Wright

MACQUARIE BANK LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003567

Postcode

2000

Generic KnowledgeInvestment Planning 1ASX Accredited Derivatives Adviser Level OneGraduate Certificate in Applied Finance

SuperannuationSecuritiesDerivativesGovernment Debentures

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Joel Wright

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003567

Postcode

2000

Generic KnowledgeInvestment Planning 1ASX Accredited Derivatives Adviser Level OneGraduate Certificate in Applied Finance

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Joel Xuereb

BRIDGE PRIVATE WEALTH AFSL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000323762

Postcode

2000

Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentDiploma in Financial Markets and InvestmentSelf Managed Superannuation Fund (SMSF 1: Core Principles)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Budinsky

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005073

Postcode

2000

Bachelor of Business

SuperannuationSecuritiesDerivatives

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John Jamieson

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005536

Postcode

2000

Bachelor of Business (Accounting)8 unit Diploma of Financial MarketsEthics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Katherine Jane Cramsie

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000264414

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningCFPEthics & Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Keiran Leigh Faulkner

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001003714

Postcode

2000

Bachelor DegreeAdvanced DiplomaEthics and Professionalism in Financial AdviceForeign Exchange Accreditation

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Lisa Kaye Varker

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000287711

Postcode

2000

Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lisa Therese Judge

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000263522

Postcode

2000

Bachelor of CommerceEntry Level CompetenciesGraduate Diploma in Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lonni Aylett

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001000538

Postcode

2000

Bachelor of Economics (Social Sciences)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Luke Benjamin Rathborne

FORTITUDE PRIVATE WEALTH PTY LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

000334916

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Professional YearGraduate Diploma of Applied FinanceCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Malcolm Rickman Boyd

SWMG PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000266871

Postcode

2000

B. Ed. (Maths)Grad. Dip. Applied Finance & InvestmentF. FinSSA Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marcus Cameron Nicholls

WEALTH TODAY PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000290033

Postcode

2000

Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Alan Jennings

HERITAGE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001007011

Postcode

2000

Bachelor of Commerce & Bachelor of LawsDiploma of Financial Services (Financial Planning)Graduate Diploma (ICAA)Cavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Sacks

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000277339

Postcode

2000

Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael James Clegg

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001004322

Postcode

2000

Bachelor of CommerceAccredited Derivatives Adviser Level 2TASACL Commercial LawTFA Tax for Financial Advising

SecuritiesDerivativesGovernment Debentures

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Michael Morcos

STAMFORD (WEALTH MANAGEMENT) PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001007293

Postcode

2000

Bachelor of EngineeringDiploma of Financial Services (Financial Planning)Masters in ManagementAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michelle Ingrid Flanagan

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000260860

Postcode

2000

Bachelor of Business (Acounting and Marketing)Advanced Diploma of Financial PlanningCertified Financial PlannerAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Michelle Lee

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002323

Postcode

2000

Master of CommerceASX Accredited Derivatives AdviserAdvanced Diploma of Financial PlanningASX Accredited Derivatives Adviser

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Pasquale Salvatore Lombardo

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000331553

Postcode

2000

Accredited Derivatives Adviser Level 2Graduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

Derivatives

Is this you? Claim this listing →

Peter Tatt Weng Lee

GENERATION WEALTH GROUP PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000343809

Postcode

2000

Diploma of Financial PlanningMasters of Commerce (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter White

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001006268

Postcode

2000

Advanced Diploma of Financial PlanningMaster of Applied FinanceEthics & Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Que Hong Di-Leo

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000268502

Postcode

2000

Bachelor of Commerce (Economics and Finance)Graduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rachael De Vos

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000279381

Postcode

2000

Bachelor of BusinessChartered Accountant (CA)Diploma of Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Richard Nicholls

BLUE LANTERN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000316199

Postcode

2000

Diploma of Financial ServicesSMSF Specialist Advisor (SSA) AccreditationMasters of Commerce (Financial Planning)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Roderick James De Bie

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000257654

Postcode

2000

Diploma of Financial PlanningCFP Education ProgramTier 2 Compliance SolutionEthics and Professionalism in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Russell Jones

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001264192

Postcode

2000

Diploma Financial Services (Financial Planning)Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Financial Plan Construction and Review

SuperannuationSecuritiesRSA Products

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Russell Treloar

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005509

Postcode

2000

Bachelor of ArtsBachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Saffron Adele Sweeney

AON RISK SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005877

Postcode

2000

Bachelor of EconomicsPS146 Knowledge AssessmentEthics and Professionalism in Financial AdviceFellow Member of the Institute of Actuaries Australia

SuperannuationLife Insurance

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Scott Girdlestone

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001432

Postcode

2000

Bachelor of Commerce (Finance & Marketing)Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Michael Rimington

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001914

Postcode

2000

PS146 Compliance ProgramSDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Shu Zheng He

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000276764

Postcode

2000

Diploma of Financial Services (FP) FNB50802Advanced Diploma of Financial PlanningRG146 ASIC Margin Lending MetFinance Brokers Association of Australia (FBAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Stefan James Watson Miller

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000281119

Postcode

2000

Bachelor of CommerceChartered AccountantDiploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen James Bone

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001255744

Postcode

2000

Diploma of Financial PlanningSMSF Specialist AdviserGraduate Diploma of Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen James Bone

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001255744

Postcode

2000

Diploma of Financial PlanningSMSF Specialist AdviserGraduate Diploma of Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stewart Mckenzie French

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000249791

Postcode

2000

ASX Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds CourseAdvanced Diploma Financial Services (Financial Planning) FNS60404Diploma Financial Services (Financial Planning) FNS50804

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sylvia Hin-Chong Liang

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000262649

Postcode

2000

Bachelor of BusinessMaster of CommerceDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vivienne Jane James

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000336224

Postcode

2000

Bachelor of Arts (Economics)Diploma of Financial Planning (Financial Services)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Wilton Kwan Yun Wong

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000284675

Postcode

2000

Margin Lending and Geared InvestmentsAdvanced Diploma in Financial Services (Financial Planning) FNS60404FPC008Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wyndham Jonathon Rofe

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001915

Postcode

2000

Bachelor of Commerce (Accounting, Finance & Systems)Graduate Diploma in Applied Finance & InvestmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecurities

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Yan (Emily) Sun

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000406163

Postcode

2000

Bachelor of FinanceMaster of Commerce (Business Information Systems and Finance)Graduate Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Alexander Ilievski

IC ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000295475

Postcode

2000

Bachelor of Economics (Economics and Finance)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ali Mostaghimi

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000295246

Postcode

2000

Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentRSA Products

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Amanda Louise Graham

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001236410

Postcode

2000

ADA1Bachelor of BusinessBachelor of BusinessADA2

Derivatives

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Amelia Teasdale

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001004595

Postcode

2000

Bachelor of CommerceChartered AccountantGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation

SuperannuationSecuritiesDerivatives

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Andrew John Hudson

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001007776

Postcode

2000

SDIA Accreditation Program AssessmentGraduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Master of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Brad Hellestrand

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000386762

Postcode

2000

Graduate Diploma in Financial PlanningCertified Financial PlannerAccredited Listed Product Adviser ProgramFPC002B-Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Mark Figures

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000280968

Postcode

2000

Bachelor of Social ScienceGraduate Diploma of EducationUnderstanding the Financial and Investment Industry Course (C301)Basic Competencies Training Program (DFP1 & DFP2 of FPA DFP)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Brady Richard Black

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000341569

Postcode

2000

Diploma of Financial Services (Financial Planning)Bachelor of Business (Applied Finance)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brenton Scott Tong

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000288513

Postcode

2000

Bachelor of Commerce, Major in AccountingDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charles Edward Moore

KODA CAPITAL PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001008601

Postcode

2000

Bachelor of Arts (Economics and Political ScienceDiploma of Applied Finance and InvestmentCommercial LawTax for Financial Advising

SuperannuationSecuritiesDerivativesGovernment Debentures

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Christopher Burge

MERIT WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001004502

Postcode

2000

Bachelor of ArtsBachelor of ArtsGraduate Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Magnus

ARK TOTAL WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000336521

Postcode

2000

Bachelor of CommerceGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher William Kraegen

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000322850

Postcode

2000

Bachelor of Economics (Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Markets)Ethics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Daniel Garry O'Rourke

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000323833

Postcode

2000

Diploma of Financial Services (Financial Planning) (Historical SIA / FINSIA)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Lee

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000313692

Postcode

2000

Bachelor of Business (International Business)Advacned Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Lipari

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001004967

Postcode

2000

Graduate Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Mackenzie Keavney

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000303311

Postcode

2000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

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David Wong

APEX MACRO FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

001002657

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Edwina Kho

MACQUARIE BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001242114

Postcode

2000

Bachelor of CommerceChartered AccountantGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Master of Applied Finance and Investment

SecuritiesGovernment Debentures

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George Apostolou

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001000738

Postcode

2000

Bachelor of ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice (FPC002B)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Gregory Alan Keane

GOLDEN GROUP INTERNATIONAL CONSULTING PTY LTD

Not Registered

Experience

Since 2005 (21 years)

Registration #

001277522

Postcode

2000

Diploma of Financial AdvisingMaster of Financial AnalysisFASEA/Financial Adviser ExamMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Richard Armstrong

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005046

Postcode

2000

Diploma of Financial MarketsGraduate Diploma of Applied FinanceFPC002B Ethics & Professionalism in Financial AdviceMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Frederick Williamson

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000293966

Postcode

2000

Diploma of Financial Services (Financial Planning)SMSF Association Specialist Accreditation ProgramSSAMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Hunter

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000438917

Postcode

2000

Diploma of FACertified Financial PlannerCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Jamie Brendon Cockerill

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001002319

Postcode

2000

Advanced Diploma of Financial ServicesBachelor of Business (Business Management)Ethics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Jeffrey David Salomon

FULCRUM WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001001321

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Bachelor of Commerce (Honours)Diploma of Financial Services (Financial Planning) (PS146)Certified Financial Planner (CFP Program)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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John Tsiokaras

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000293504

Postcode

2000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsAccredited Derivatives Adviser Level 1Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jonathan Samuel Bendeich

ADVICEIQ PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000307562

Postcode

2000

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joseph Karam

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000437193

Postcode

2154

Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) Education ProgramSMSF Specialist Advisor (SSA) Accreditation

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Josephine Tannous

UNITED SUPER PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000301620

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice (FPC002B)

SuperannuationLife Insurance

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Juliette Anne Krowitz

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000304777

Postcode

2000

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Kate Olivia Mantarro

TRILOGY & CO PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001004229

Postcode

2000

Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leisa Williamson

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001003119

Postcode

2000

Diploma of Financial Services (Financial Planning)ADA Level 1 & 2Margin Lending Accreditation

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Lisette Anne Walsh

IMFG PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000290055

Postcode

2000

Diploma Financial Services (Financial Planning) FNS50802Advanced Diploma Financial Services (Financial Planning) FNS60404CERTIFIED FINANCIAL PLANNERRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lloyd Grant Levin

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000297040

Postcode

2000

Diploma of Financial Services (Financial Planning), FNS50804ASIC RG146 Tier 1 Insurance Broking Compliance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Aaron Osbourne

DOCTORS FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001003898

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSuperConcepts Specialist SMSF CourseAccredited Listed Product Adviser (ASX ALPA) Program

SuperannuationLife InsuranceLife Investment

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Michael Lawrence Werry

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001000221

Postcode

2000

Bachelor of EconomicsDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Neelan Sornalingam

CENTURION ADVISORS AFSL PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000409308

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Charles Sheppard

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000289212

Postcode

2000

Bachelor of Commerce (Banking and Finance)Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Luu

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

001001992

Postcode

2000

Bachelor of Applied Finance with Bachelor of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsTaxation Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Alvarez

NAVIGATE WEALTH PTY. LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

001000027

Postcode

2000

Bachelor of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter John Foley

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000343899

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of financial Services (Financial Planning)Certified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Raymond Albrighton

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000441069

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Raymond Albrighton

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000441069

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Richard Purchase

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000288258

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning) (FNS60404)CFP Certification ProgramMaster of Business Administration (Personal Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Schall

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005813

Postcode

2000

Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Margin LendingProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Robert Castro

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001002642

Postcode

2000

Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Gavin Shears

VALOR FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000296264

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF Adviser Education ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert James Baker

FINTEGRITY WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000283509

Postcode

2000

Graduate Diploma of Financial Planing

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ronnie Tse

BLACK GREEN EQUITY PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001001262

Postcode

2000

Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial ServicesMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sam Towill

MACQUARIE BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005304

Postcode

2000

Bachelor of Applied EconomicsSuperannuation & Retirement PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Applied Finance

SecuritiesGovernment Debentures

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Scott Charles Anderson

B. MOSES INVESTMENT SERVICES PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000283627

Postcode

2000

Bachelor of Business (Finance/Marketing Management)Diploma of Financial AdvisingTaxation for Financial PlanningFPC002B

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Simon Gerard Little

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000290705

Postcode

2000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Soheil Sam Ghoreyshi

MONEYCLIP MANAGEMENT PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000282228

Postcode

2000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceDiploma in Financial Services (Finance/Mortgage Broking)Fellow, Chartered Financial Practitioner (FChFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stefanie Doriguzzi

CARDENA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000290092

Postcode

2000

Bachelor of ScienceE254 Investment Planning & the Financial Planning processGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Perera

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000292046

Postcode

2000

Advanced Diploma of AccountingDiploma of Financial PlanningGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tammy Zena Marshman

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000312365

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Todd Robert Kerslake

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000268112

Postcode

2000

Diploma of Financial ServicesTier 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Wing Ling Lau

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000289990

Postcode

2000

Bachelor of Commerce (Finance)Master of BankingDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Edgar Lee

THORNTON & LEE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001002169

Postcode

2000

Bachelor of Commerce (Financial Planning & Accounting)Certified Financial PlannerEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexandria Thomaschuetz

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000295209

Postcode

2000

Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife Investment

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Amanda Hasib

CARDENA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000280498

Postcode

2000

BUSL250 Business LawBachelor of Applied FinanceE151 Taxation and Strategies for Financial PlanningApplied Self-Managed Super Fund Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amber Louise Murrell

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001003105

Postcode

2000

Bachelor of MathematicsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)DPML Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew David Wardle

ASTUTE PLANNING SERVICES PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000306037

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business and CommerceDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Wawn

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000434

Postcode

2000

Margin Lending Accreditation

Superannuation

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Andrew Wilson

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001002631

Postcode

2000

DiplomaSelf Managed Superannuation Funds & Margin LendingPostgraduate Certificate Applied FinanceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Wilson

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001002631

Postcode

2000

DiplomaSelf Managed Superannuation Funds & Margin LendingPostgraduate Certificate Applied FinanceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Angelique Poulakas

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000194

Postcode

2000

Diploma of Financial PlanningBachelor of Business (Applied Finance)Margin Lending & Geared InvestmentsFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Bruce Clark

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000307942

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningDiploma of Company DirectorsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Bruce Clark

MULTIFORTE GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000307942

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningDiploma of Company DirectorsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Robert Board

ORD MINNETT LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001004500

Postcode

2000

Bachelor of (Hons) EconomicsMaster of EconomicsACIIGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Antony Vida

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000576

Postcode

2000

Graduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsMaster of Applied FinanceEthics and Professionalism in Financial Advice

SuperannuationDerivatives

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Chao Hong Lu

FIRESTONE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000468216

Postcode

2000

Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Bachelor of ScienceSelf Managed Super Fund Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Anthony Hogan

AKAMBO PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000304191

Postcode

2000

Bachelor of Commerce (Accounting and Commercial Law)Corporations LawGraduate DiplomaACCG882 Advanced Taxation

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Christopher David Camm

AUSTRALIAN FINANCIAL ADVISORY GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000298438

Postcode

2000

Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cindy Excell

PRIMESTOCK SECURITIES LIMITED

Not Registered

Experience

Since 2006 (20 years)

Registration #

001008735

Postcode

2000

Bachelor of Economics (Accounting)Masters of Applied FinanceAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Cindy Excell

PRIMESTOCK WEALTH MANAGEMENT PTY LTD

Not Registered

Experience

Since 2006 (20 years)

Registration #

001008735

Postcode

2000

Bachelor of Economics (Accounting)Masters of Applied FinanceAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Craig Sidney

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000268163

Postcode

2000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoSuperannuation

SuperannuationDerivatives

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Darryn Thomas Studdert

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000306763

Postcode

2000

8 Unit Diploma of Financial PlanningMaster of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Paul Laanemaa

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001250385

Postcode

2000

Bachelor of CommerceProfessional YearCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

David Paul Laanemaa

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001250385

Postcode

2000

Bachelor of CommerceProfessional YearCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

David Scott Mcgill

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000298437

Postcode

2000

Bachelor of Business Majoring in AccountingFinancial Planning Propert AuthorityChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ela Maria Maganic

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000264448

Postcode

2000

Bachelor of Business (Accouting and Finance)8 Unit Diploma of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Elvin Perin

EMPOWER WEALTH FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000290625

Postcode

2000

Associated Diploma in Business Studies (Finance)Diploma of Financial PlanningCertified Financial Planner (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gregory Joseph Elias

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001006327

Postcode

2000

Bachelor of Economics (Banking and Finance)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hsu Chiang

HALL CHADWICK WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001002646

Postcode

2000

Bachelor of CommerceMaster of Commerce (Applied Finance)Graduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jack Oineza

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001258028

Postcode

2000

Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Taxation PlanningEstate Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Alexander Gerrard

AUSTRALIAN FINANCIAL ADVISORY GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000303966

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Applied FinanceMaster of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Broomhead

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000760

Postcode

2000

Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

James Ross Falconer

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003429

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super FundsCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Jason Kwong

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000327631

Postcode

2000

Master of ManagementMaster of Business AdministrationDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joanne Lorna Kenderes

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001240818

Postcode

2000

Diploma of Financial MarketsBachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certificate of Attainment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Hancock

RUSSELL INVESTMENTS EMPLOYEE BENEFITS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001002467

Postcode

2000

Bachelor of Economics (majoring in Actuarial Studies)Fellow of Institute of Actuaries of AustraliaInstitute of Actuaries of Australia

Superannuation

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Jonathan Chong

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000315354

Postcode

2000

Bachelor of Commerce in FinanceBachelor of LawGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joshua Stega

MYAFS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000308485

Postcode

2000

Bachelor Of LawsBachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Master of Tax & Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kane Kareign Duong

ADVICE & WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000299315

Postcode

2000

Master of Commerce Financial PlanningSecuritiesSelf Managed Super Fund CourseCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Karen Anne Eley

NOBLEOAK SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000276754

Postcode

2000

Bachelor of AccountingDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Martin John Francis

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000302008

Postcode

2000

Bachelor of Commerce (Finance & Economics)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Matthew Justin Carey

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000447225

Postcode

2000

ASX Accredited Derivatives Adciser Level 1ASX Accredited Derivatives Adviser Level 2Margin Lending & Geared Investments927 Foreign Exchange

SecuritiesDerivativesGovernment Debentures

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Mike Liu

APEX MACRO FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001002650

Postcode

2000

Advanced Diploma of Financial Service (Financial Planning)Diploma of Financial ServiceMargin Lending and Geared InvestmentsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Naomi Fraser

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001002696

Postcode

2000

Bachelor of Economics (Social Sciences)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecurities

Is this you? Claim this listing →

Nicholas Reid

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001001913

Postcode

2000

Bachelor of Commerce (Accounting/ Finance)Financial Services Tier 1 Compliance ProgramFinancial Services Tier 1 Compliance ProgramMargin Lending and Geared Investments

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Steven Ridge

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001007347

Postcode

2000

Diploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nigel Andrew Janson

STRATEGIC FINANCIAL ADVISERS PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

000354642

Postcode

2000

Bachelor of Commerce in AccountingDiploma of Financial PlanningCertified Financial PlannerMasters of Business Administration (Executive)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Patrick Giddy

TRILOGY & CO PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001000481

Postcode

2000

Bachelor Of Business (Accounting)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Alexander Anthony Burgon

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000968

Postcode

2000

Graduate Diploma of Financial PlanningMaster of Applied FinanceCertified Financial Planner (CFP)Certified Investment Management Analyst

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Paul Oliver

E.F.D.B. PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001001127

Postcode

2000

Bachelor of BusinessDip.FSSelf Managed Super Fund CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Cheadle

TRILOGY & CO PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001000482

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Certified Financial Planner (CFP®)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Howard Beins

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001260095

Postcode

2000

Bachelor of EngineeringMaster of Business AdministrationMaster of Business AdministrationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Richard Curtis Estcourt

CLASS LEADING SOLUTIONS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000298362

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Zgouras

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000301653

Postcode

2000

Bachelor of Commerce (Economics & Finance)Certificate IV in Financial PlanningDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Ronan Zille

COMPOUND FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000329643

Postcode

2000

Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ruby Piety Haase

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001263764

Postcode

2000

Bachelor of CommerceDiploma of Financial ServicesMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Scott Ronald Jackson

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000415731

Postcode

2000

Diploma of Financial PlanningGraduate Diploma of CommerceGraduate Certificate of Chartered Accounting FoundationsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stanley James Markiewicz

MARKIEWICZ & COMPANY PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005174

Postcode

2000

ASX Accredited Derivatives Adviser Level One ExamASX Accredited Derivatives Adviser Level Two ExamAdvanced Diploma of Financial ServicesDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Steve Sterritt

JBWERE LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005517

Postcode

2000

Bachelor DegreeCFA Charter HolderChartered Financial Analyst Institute (CFA Institute)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Timothy Meggitt

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000473483

Postcode

2000

Bachelor of Arts (Sociology)Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy Theodore Southerden

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001006356

Postcode

2000

Master of Business AdministrationAdvanced Diploma Financial Services (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tony Lu

PROSPERITAS PARTNERS PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

000441066

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Umesh Panta

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001003900

Postcode

2000

Bachelor of Information Systems (BIS)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Warwick Boyd Crane

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000306187

Postcode

2000

Bachelor of Business

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Wendy Susan Barnham

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000308191

Postcode

2000

Diploma of Financial Services (Financial Planning)Diploma of Financial ServicesÂ (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesÂ (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alfred Hung

ECON FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002168

Postcode

2000

Bachelor of CommerceGraduate Diploma in AccountingMaster of CommerceGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Chun Sing Chan

PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000339595

Postcode

2000

Graduate Diploma of Arts (Compliance)Self Managed Superannuation Fund CourseMargin Lending and Gearing Investments CertificationGraduate Diploma of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew John Yeates

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000319158

Postcode

2000

Managed Investments and SharesAustralian Taxation System and Financial StrategiesDiploma of Financial ServicesAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Beaumont Davison

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000439688

Postcode

2000

Bachelor of BusinessMasters of Business AdministrationDiploma of Financial Planning FNS 50610Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony James Smith

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000319962

Postcode

2000

Bachelor of Business (Applied Finance)Certified Financial PlannerDiploma In StockbrokingSPAA SMSF Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Anthony James Smith

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000319962

Postcode

2000

Bachelor of Business (Applied Finance)Certified Financial PlannerDiploma In StockbrokingSPAA SMSF Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Anthony Poole

PROSPERITAS PARTNERS PTY. LTD.

Registered

Experience

Since 2007 (19 years)

Registration #

000441068

Postcode

2000

Diploma of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ashley Charles Tilston

SPECTRUM LICENSING SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005024

Postcode

2000

Advanced Diploma of Financial ServicesMaster of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Ashley Charles Tilston

SPECTRUM LICENSING SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005024

Postcode

2000

Advanced Diploma of Financial ServicesMaster of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Benjamin Gilbert Graham

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000342162

Postcode

2000

Bachelor of Engineering (Honours)Graduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brendan Fletcher Gow

CAPITAL HAUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000427470

Postcode

2000

Diploma of Financial ServicesDiploma of Financial ServicesBachelor of EconomicsAdvance Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Carrington Blake

MACQUARIE BANK LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005059

Postcode

2000

Bachelor of BusinessSuperannuation and Retirement PlanningDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Carrington Blake

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005059

Postcode

2000

Bachelor of BusinessSuperannuation and Retirement PlanningDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Lyons

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001607

Postcode

2000

Level 1&2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Eewen Yong

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002658

Postcode

2000

Bachelor Commerce and AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gareth Colgan

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000278074

Postcode

2000

Diploma of Financial PlanningSMSFAdvanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Glenn Stebbing

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005291

Postcode

2000

Bachelor of Commerce (Banking and Finance)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hippocrates Kalaitzoglou

HALL CHADWICK WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000414724

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Client Engagement SkillsEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James John Parkman Garnsey

GARNSEY PARTNERS PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000318669

Postcode

2000

Bachelor of BusinessChartered AccountantFinancial Planning Proper Authority CourseResponsible Manager

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Michael Seabrook

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000405450

Postcode

2000

Bachelor of Commerce Major in AccountingAccredited Derivatives Adviser Level OneSuperannuationAccredited Derivatives Adviser Level Two

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

James William Duffell

MACQUARIE BANK LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001008096

Postcode

2000

Bachelor of Economics (Economics and Marketing)Master of Commerce (International Business and Marketing)Diploma of Financial Services (Financial Planning)Tier 2 Deposit Products and Non-cash Payment Facilities Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jane Allingham

JBWERE LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005479

Postcode

2000

Bachelor DegreeEthics for Financial Services (Intensive)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Jarrad Collins

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2007 (19 years)

Registration #

000318551

Postcode

2000

Bachelor of FinanceGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Master of Applied FinanceCertified Financial Planner

SuperannuationSecuritiesGovernment Debentures

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Jesse David Yates

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000320772

Postcode

2000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Anthony Colnan

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000268080

Postcode

2000

Accredited Derivatives Adviser Level TwoMargin Lending Accreditation

Derivatives

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John Buchhorn

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000337256

Postcode

2000

22160 Commercial Law 1Bachelor of BusinessCPA ProgramGraduate Diploma of Applied Science (Information Technology)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Nelligan

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000414524

Postcode

2000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Master of Business AdministrationMaster of Management (Financial Management)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kathryn Mccallum

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000314628

Postcode

2000

Bachelor of Arts (Hons) with majors in English Literature & EconomicsMaster of CommerceGraduate Diploma of Applied Finance & InvestmentGraduate Diploma of Financial Planning (Standard)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kathryn Mccallum

MULTIFORTE GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000314628

Postcode

2000

Bachelor of Arts (Hons) with majors in English Literature & EconomicsMaster of CommerceGraduate Diploma of Applied Finance & InvestmentGraduate Diploma of Financial Planning (Standard)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laxmi Nobokumar Manna

TEMPLESTONE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002602

Postcode

2000

Bachelor of CommerceMaster of Business AdministrationDiploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leonard Gennusa

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000312170

Postcode

2000

Bachelor of Engineering (Mechancial Engineering)Diploma of Financial Services (Financial Planning)Specialist SMSF Adviser Training CourseMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lincoln Peter Johnson

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000318634

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Russell Mansell

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000422499

Postcode

2000

FNS50804 Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFNS60404 Advanced Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products Adviser (ALPA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Joseph Sharratt

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000310091

Postcode

2000

Futures ModuleThe SDIA Accreditation ProgramFinancial Markets Core ModuleMargin Lending & Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Matthew Werakso

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2007 (19 years)

Registration #

001002170

Postcode

2000

Master of Business AdministrationDiploma of Financial Services (Financial Planning)Advanced diploma in financial planningEthics and Professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Colin Bova

THE FAMILY WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000341338

Postcode

2000

Bachelor of BusinessBachelor of LawSMSF Specialist AdvisorAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael James Coupe

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000401163

Postcode

2000

Bachelor of CommerceCFPDFPMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michelle Yang

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001003265

Postcode

2000

77938 Introduction to Taxation Law79708 Contemporary Business LawMaster of Business Administration (Finance and Funds Management)Master of Business Administration in Professional Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Natalie Elizabeth Conroy

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001261600

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pauline Song

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001001999

Postcode

2000

Master of Commerce (Accounting & International Business)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter William Switzer

SWITZER FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001235211

Postcode

2000

Bachelor Of CommerceMasters of CommerceDiploma of Financial ServicesUNSW Business School

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rick Walker

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001000193

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance & InvestmentCertified Practising Accountant (CPA)Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Ivanovski

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000309024

Postcode

2000

Bachelor of Business (Finance/Banking)Diploma of Financial Services (Financial Planning)Specialist Knowledge in Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Stewart Watson

BOYCE PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000462622

Postcode

2000

Bachelor of Business (Hospitality Management)Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program (ALPA)Self Managed Superannuation Funds accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott James Averay

LICENCE HOLDING PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001240923

Postcode

2000

Diploma of Financial Planning (FNS50804)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning (FNS60415)

SuperannuationSecuritiesRSA Products

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Simran Singh Dhillon

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001001012

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Ethics

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen John Crump

PROFESSIONAL FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001271767

Postcode

2000

BA (Actuarial Studies)Institute of Australian Actuaries (FIAA)

Superannuation

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Timothy Officer

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001239015

Postcode

2000

Bachelor of Industrial DesignMasters of Commerce (Finance)Accredited Derivatives Adviser Level TwoMargin Lending Accreditation Program

SecuritiesDerivatives

Is this you? Claim this listing →

Timothy William Reppen

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000401162

Postcode

2000

Bachelor of CommerceCFPASX Listed ProductsSMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tony Bingham

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000319784

Postcode

2000

Diploma Financial Services (Financial Planning) FNB50804Advanced Diploma Services (Financial Planning) FNS60404Certified Financial Planner (CFP)RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Tony Chidiac

ORD MINNETT LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005380

Postcode

2000

Bachelor of Business (Finance and Banking)ADA Level 1Graduate Diploma of Applied Finance and Investment

SuperannuationSecuritiesDerivatives

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Yanling Lin

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001003853

Postcode

2000

Bachelor of BusinessFNS50804 Diploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zaheer Lalani

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000427267

Postcode

2000

Diploma of Financial Services (Financial Planning) FNS50804FPC002B Ethics and Professionalism in Financial AdviceMLI714 Financial Advice RegulationMAA719 Superannuation and Retirement Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Douglas Leyland

LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005906

Postcode

2000

Bachelor of BusinessSDIA Accreditation Program

SecuritiesGovernment Debentures

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Andrew Edward Zbik

ADVOCATE ADVISORY PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

000329712

Postcode

2000

Bachelor of Business Administration with the Bachelor in LawsDiploma of Financial Services (Financial Planning)Graduate Diploma of Legal PracticeSMSF Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Andrew Mcfarland

MACQUARIE BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005206

Postcode

2000

Diploma of Financial AdvisingTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Graduate Diploma of Financial Planning.Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Mcfarland

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005206

Postcode

2000

Diploma of Financial AdvisingTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Graduate Diploma of Financial Planning.Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Anna Wong

PREMIER SMSF SOLUTIONS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001271695

Postcode

2000

Bachelor of CommerceChartered AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor Accreditation

SuperannuationRSA Products

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Berj Totonjian

MADISON FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000386490

Postcode

2000

Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Campbell Stafford Harris

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000327978

Postcode

2000

Bachelor of Commerce (Banking & Finance)Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Campbell Stewart Vidgen

MACQUARIE BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001008107

Postcode

2000

Bachelor of Business (Hospitality Management)Graduate Certificate in ManagementGraduate Diploma in ManagementMaster of Business Administration (Executive)

SuperannuationSecuritiesGovernment Debentures

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Campbell Stewart Vidgen

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001008107

Postcode

2000

Bachelor of Business (Hospitality Management)Graduate Certificate in ManagementGraduate Diploma in ManagementMaster of Business Administration (Executive)

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Curtis David

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001001815

Postcode

2000

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Daniel Morris Lemish

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000328296

Postcode

2000

DiplomaAdvanced Diploma Financial Planning FNS60415Finance & Mortgage BrokingCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David John Garrick

ILA PARTNERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000333444

Postcode

2000

Master of ManagementDiploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Wilson

MERCURY PRIVATE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001238966

Postcode

2000

Bachelor of Sience in Management Sciences with the Diploma in Professional StudiesRG 146Certificate IV in Finance and Mortgage BrokingDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Douglas Peter Frith

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001003724

Postcode

2000

Bachelor DegreeDiploma

SuperannuationLife Insurance

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Douglas Robert Scriven

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000330317

Postcode

2000

Diploma of Financial Services (FNS50804 Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Edwin Jung Hyun Bae

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001003049

Postcode

2000

Bachelor of Commerce (Marketing)Graduate Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP) ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Elise Maree Sawyer

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000323797

Postcode

2000

Bachelor of Commerce Applied Finance (Planning)Margin Lending and Geared InvestmentsMaster of Applied Finance (Major Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Emma Brickacek

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005066

Postcode

2000

Investment Planning 1Risk ManagementTaxation PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Farrell Spungin

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000331845

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningInstitute of Life and Pension Advisers

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Rahhal

CAPITAL HAUS FINANCIAL SERVICES PTY LTD

Not Registered

Experience

Since 2008 (18 years)

Registration #

000344595

Postcode

2000

Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Glenn John Loadsman

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000334097

Postcode

2000

Margin Lending and Geared InvestmentsCertificate IV in Financial Services (Finance/Mortgage Broking)Principles in Self Managed Superannuation FundsFNS60415 Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hamish Leslie Mcintosh

KWM FINANCIAL CONSULTANTS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001001770

Postcode

2000

Bachelor of CommerceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Hamish Macdonald Thomson

WESTPAC BANKING CORPORATION

Registered

Experience

Since 2008 (18 years)

Registration #

001003752

Postcode

2000

Bachelor of Agricultural EconomicsDiplomaDiplomaFinancial Planning Exam

DerivativesForeign Exchange

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Irene Chau

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001006313

Postcode

2000

Bachelor of CommerceBachelor of BusinessMaster of BusinessDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Charles Stewart Williams

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001264554

Postcode

2000

Bachelor of CommerceProfessional Diploma in StockbrokingEthics for Financial Services (Intensive)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

James Heritage

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005475

Postcode

2000

Bachelor DegreeCertified Practising AccountantForeign Exchange Accreditation ProgramEthics for Financial Services (intensive)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

James Packman

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001004790

Postcode

2000

Bachelor of Commerce and EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jasmine Katrina Theophile

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000319963

Postcode

2000

Bachelor of CommerceCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Jasmine Katrina Theophile

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000319963

Postcode

2000

Bachelor of CommerceCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Jonathon Richard Tainsh

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000333200

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Accounting (Professional)FPC002B-Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jordan Kennedy

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001002267

Postcode

2000

Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementGraduate Certificate in Entrepreneurship & Innovation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jun Guo

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001252362

Postcode

2000

Bachelor of Business and CommerceDiploma of Financial MarketsMaster of CommerceMaster of Commerce

DerivativesForeign Exchange

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Justin Anthony Langford

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000327540

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA) Accreditation ProgramAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin Karl Pratt

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000329144

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Justin Karl Pratt

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000329144

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Justin Reedy

AWHINA FINANCIAL PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000326050

Postcode

2000

Diploma of Financial ServicesBachelor of ArtsMaster of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kane Ellery

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001006315

Postcode

2000

Advanced Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kane Ellery

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001006315

Postcode

2000

Advanced Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kathryn Fitch-Daniels

ETHINVEST PTY. LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000333261

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lawrence Law

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001001582

Postcode

2000

Master of Business Administration (Advanced)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Andrew Cracknell

AKAMBO PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000466034

Postcode

2000

BUSL250 Business LawBachelor of CommerceAdvanced Diploma Of Financial Services (Financial Planning)CFP1+2+3+4+C

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Mark Andrew Cracknell

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000466034

Postcode

2000

BUSL250 Business LawBachelor of CommerceAdvanced Diploma Of Financial Services (Financial Planning)CFP1+2+3+4+C

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark William Mahony

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000329580

Postcode

2000

Bachelor of Applied Finance with the degree of Bachelor of EconomicsMaster of Applied FinanceCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Martin Hegarty

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

000335423

Postcode

2000

Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)TASA & TPB Code of Professional Conduct

Superannuation

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Matthew Paul Mordaunt

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000316840

Postcode

2000

Certificate III in Financial Services (Accounts Clerical)Certificate III in BankingCertificate IV in Business ManagementDiploma of Financial Services (Financial Planning)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Matthew Rivett

ORD MINNETT LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001004576

Postcode

2000

Securities and Managed InvestmentsADA Level 1 & 2Diploma of Financial Markets

SecuritiesDerivatives

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Melanie Sarah Burrows

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001001594

Postcode

2000

SDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Michael Gregory Crompton

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000327530

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningSelf-Managed Superanuation FundsCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael John Zdrilic

HK FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000321781

Postcode

2000

Bachelor Of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Sik

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000458254

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed SuperFunds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Min Wu

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000323897

Postcode

2000

Bachelor of Computer EngineeringMaster of Biomedical EngineeringGraduate Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Miraj Patel

MNM GROUP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000424871

Postcode

2000

Bachelor of CommerceBachelor of CommerceMaster of Business AdministrationMaster of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Myles Andrew Thornton

THORNTON & LEE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000328825

Postcode

2000

Masters International RelationsDiploma Financial ServicesCertified Financial PlannerMasters Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Robert Bowden

TEMPLESTONE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000331799

Postcode

2000

Bachelor of Commerce (Banking and Finance)Bachelor of LawsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicolas Fanto

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000324192

Postcode

2000

Diploma in Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

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Nina Kazmierczak

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005175

Postcode

2000

Bachelor of Business (Financial Planning major)Diploma of Financial ServicesSelf Managed Superannuation Funds5 Unit CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Larkin

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000315236

Postcode

2000

Advanced Diploma Financial Services (Financial Planning) FNS60404Diploma Financial Services (Financial Planning) FNS50804RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Xavier Israel

PEAK INVESTMENT HOLDINGS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000328571

Postcode

2000

BACHELOR OF COMMERCE MAJOR ECONOMICS & BUSINESS LAWPOST GRADUATE DIPLOMA APPLIED FINANCE & INVESTMENTSDIA ACCREDITATION PROGRAM ASIC PS146CERTIFICATE OF ATTAINMENT MARGIN LENDING & GEARED INVESTMENTS

SuperannuationSecurities

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Peter Konstantine Jorgensen

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

001004330

Postcode

2000

ASIC PS146Master of Business AdministrationADA 2TASACL Commercial Law

SecuritiesDerivativesGovernment Debentures

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Qian Zhang

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001003290

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Sam Lachlan Carroll

WALKER LANE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000322725

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsBachelor of Business

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sandy Yee-Nga Lui

FOCUS PARTNERS WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000313687

Postcode

2000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Sarah Emily King

STOCKSPOT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001259697

Postcode

2000

Bachelor of Business / Bachelor Arts International Studies, Corporate Finance & MarketingGraduate Diploma Financial Planning, Financial AdvisoryManaged Investment Adviser (Personal Advice)Ethics and Professionalism in Financial Advice

SuperannuationSecurities

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Scott George Taylor

ADVISORY CIRCLE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001002594

Postcode

2000

Diploma Financial ServicesMargin LendingAdvanced Diploma Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sonia Matkovic

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000332435

Postcode

2000

Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCertificate IV in Financial Services (Finance/Mortgage Broking)Self Managed Super Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Matthew Smallcalder

BLICENSED PTY LTD

Not Registered

Experience

Since 2008 (18 years)

Registration #

001001706

Postcode

2000

Bachelor of Science (Hons)Advanced Diploma in Financial ServicesSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Ching

R&S WEALTH GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000260030

Postcode

2000

Bachelor of Mathematics and FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Troy Mcgeachie

ORD MINNETT LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001003174

Postcode

2000

Securities and Managed InvestmentsADA Level 1 & 2Professional Diploma of StockbrokingStockbroking and Financial Advising

SuperannuationSecuritiesDerivatives

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Warner Leung

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001004248

Postcode

2000

Taxation (BLW22 Taxation Law)Bachelor of Finance (Business Finance)Margin Lending and Geared InvestmentsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Quach

ORD MINNETT LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001003198

Postcode

2000

Bachelor of Business (Finance & Management)ADA Level 1 & 2Superannuation AccreditationMargin Lending Accreditation

SuperannuationSecuritiesDerivativesGovernment Debentures

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Zi Gu

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000303850

Postcode

2000

Master of Commerce in Advanced FinanceMaster of Commerce in Advanced FinanceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Adam Dawes

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000268085

Postcode

2000

Diploma of Securities and DerivativesSuperannuationAccredited Derivatives Adviser Level OneMargin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Andrew James Brunero

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001004459

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramProfessional Diploma in Stockbroking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Belinda Jane Marley-Wallace

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

000335164

Postcode

2000

Bachelor of Business Administration (International Management)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin James Donald

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000337481

Postcode

2000

Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)FPE016Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Benjamin John Forrester

MACQUARIE BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001002692

Postcode

2000

Bachelor of Arts (International Relations)Graduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Benjamin John Forrester

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001002692

Postcode

2000

Bachelor of Arts (International Relations)Graduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Benny Wong

ADVICE & WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000461568

Postcode

2000

Bachelor of ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super Fund Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Borislav Tesanovic

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

000334618

Postcode

2000

Bachelor of commerce (finance and economics)Diploma of Financial Services (Financial Planning)Advanced diploma of financial servvices (financial planning)CFP Certification

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brendon Matthew Vade

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000411666

Postcode

2000

Bachelor of Business AdministrationCertified Financial PlannerDiploma of Financial Services (Financial Planning)Professional Certificate of Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Thomas Rae

ALLIED ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000274547

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist AdvisorEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Anthony O'Hara

ALLIED ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000319515

Postcode

2000

Bachelor of Science, Maths & Physical GeographyDiploma of Financial PlanningMaster of Applied FinanceSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David John Scott

ICT WEALTH PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000340141

Postcode

2000

Bachelor of ScienceMaster of BusinessAdvanced Diploma of Financial ServicesCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecurities

Is this you? Claim this listing →

David Mark Moss

HOXTON CAPITAL MANAGEMENT (AUSTRALIA) PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000337573

Postcode

2000

Bachelor of Economics, sub major in FinanceLegal Foundations of BusinessRevenue LawMaster of Commerce, Specialisation in Business Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dennis Souksamlane

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000340201

Postcode

2000

Bachelor of Applied Finance/Commerce/AccountingMaster of Commerce (Financial Planning)Diploma of Australian Tax LawAU Inhouse SMSF Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Dimosthenis Fessopoulos

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

000335420

Postcode

2000

Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Fernanda Havea

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001004445

Postcode

2000

Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Guy Carlton Lenzner

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001001603

Postcode

2000

Master of Applied FinanceAccredited Derivatives Adviser Level 1 & 2Margin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

James Anthony Greenrod

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001008110

Postcode

2000

Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Thomas Sheehan

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001258423

Postcode

2000

Bachelor of ArtsDiploma of Financial ServicesGraduate Diploma of Financial PlanningAustralian Financial Markets Association

Foreign Exchange

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Jason Grant Mclean

ORD MINNETT LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000343289

Postcode

2000

Diploma of Financial Services (Financial Planning)Masters of Applied Finance (Financial Planning)Master of Business AdministrationFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

John Sean Stamatakis

LIONSGATE FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

000334938

Postcode

2000

Diploma of Financial ServicesMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kieran Hailes

ORD MINNETT LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001004537

Postcode

2000

ADA Level 1 & 2Bachelor of Commerce (Finance)Margin Lending AccreditationSuperannuation Accreditation

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Louise Campbell

TOWERS WATSON AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001002469

Postcode

2000

Fellow of Institute of Actuaries of AustraliaInstitute of Actuaries of Australia

Superannuation

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Luke Headland

ORD MINNETT LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001004621

Postcode

2000

Diploma Financial Services (Financial Planning)ADA Level 1Graduate Diploma of Applied FinanceSDIA Professional Diploma Securities and Derivatives

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Mark Thomas Copsey

ALLWORTHS WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001001473

Postcode

2000

Association of Chartered Certified AccountantsRevenue LawCompany LawInstitute of Chartered Accountants in Australia

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mathew Stuart Hamilton Gault

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001000730

Postcode

2000

Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Melody Edwards

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

000333079

Postcode

2000

Bachelor of Liberal StudiesGraduate Diploma of Financial Planning928S Margin LendingAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Brandt

GPS WEALTH LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000337019

Postcode

2000

Bachelor of Applied FinanceBachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Gregory Johnson

HARBOUR FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000343600

Postcode

2000

Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Messinesi

TEMPLESTONE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001002135

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning/AdviceDiploma of SMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Robert Holmes

OPENMARKETS AUSTRALIA LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000303420

Postcode

2000

Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Accredited Derivatives Adviser Level OneProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Michelle Bock

JBWERE LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001005552

Postcode

2000

DiplomaBachelor of Business (International Business)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Mike Sikar

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000340222

Postcode

2000

RG146 Margin LendingAdvanced Diploma Financial Services (Financial Planning) FNS60408Financial Advice Association of Australia (FAAA)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Monika Agrawal

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001005870

Postcode

2150

FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Navdeep Singh Bhathal

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000341315

Postcode

2000

Bachelor of Commerce (Financial Planning)FPC002BFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nick Fraietta

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000467212

Postcode

2000

8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningAccredited Behavioral Finance Professional (ABFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Otis John Georges

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000340282

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningMaster of TaxationFCP0006

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Otis John Georges

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000340282

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningMaster of TaxationFCP0006

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Patricia Elizabeth Tsicalas

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000342302

Postcode

2000

Bachelor of CommerceDiploma of Financial ServicesEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Patrick Charles Regan

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001233985

Postcode

2000

Bachelor of Commerce (Economics and Finance)Margin Lending Accreditation ProgramSuperannuation RG146 Specialist Knowledge ProgramProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Paul Damien Trosti

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000333418

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)RG146 Margin LendingMaster of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Paul Joseph Giordano

MADISON FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000333872

Postcode

2000

Bachelor of Business (Finance and Advertising & Promotions Management)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Paul Kinsella

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000345606

Postcode

2000

Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning) FNS60404Self Managed Superannuation Funds Course

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Raymond Silver Martinez

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000341668

Postcode

2000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds CourseAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Regan Isaac

GILL AND CO ADVISORY PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000343326

Postcode

2000

Diploma of Financial PlanningMargin LendingAchFP (Associated Chartered Financial Practitioner)FASEA

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Richard Felice

BELAY ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000331721

Postcode

2000

Bachelor of CommerceCertified Financial PlannerGraduate Diploma of Financial PlanningASX Listed Products Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rita Leong

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001004948

Postcode

2000

Bachelor of Arts (Economics)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sara Huang

FORWARD FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001000052

Postcode

2000

Bachelor Degree in EconomicsDiploma of Financial PlanningCFP Education ProgramAge Care Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Seamus Gregory Nicol

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000338437

Postcode

2000

Bachelor of Arts (History and Australian Studies)Advanced Diploma of Business (Marketing)SDIA RG146 Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Toni Zafirovski

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001007264

Postcode

2000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Toni Zafirovski

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001007264

Postcode

2000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Vasileios Gartzonis

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000291452

Postcode

2000

Bachelor of Commerce (Finance & Economics)Certified Financial Planner (CFP)8 unit Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vera Gu

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001003735

Postcode

2000

Bachelor of Commerce (Marketing and Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vittoria Alexis Wheatley

WHEATLEY WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000333368

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aaron Hopkins

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001008176

Postcode

2000

Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60410Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Montana

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000328516

Postcode

2000

Bachelor of Business (Economics and Finance)Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningLRS Life Risk Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alberto Diez

FOCUSED FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000337321

Postcode

2000

Bachelor of Business Administration with major studies in International BusinessAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexandra Alice Claire Smith

NOBLEOAK SERVICES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001006440

Postcode

2000

Bachelor of Commerce (Banking and Financial Planning)Ethics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexandra Seelenmeyer

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005317

Postcode

2000

Bachelor DegreeSecurities and Managed InvestmentsAccredited Derivatives Adviser Level 1 and 2

SecuritiesDerivativesGovernment Debentures

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Andrew Dobbin

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001240309

Postcode

2000

Bachelor of AccountingASX Accredited Derivatives Adviser Level TwoCore 1 Securities & Managed Investments Accreditation ProgramEthics & Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

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Azure Chai

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001002999

Postcode

2000

Bachelor of ArtsMaster of Business Administration (International Business)Graduate Diploma of Applied Finance and InvestmentFNS50804 Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Daniele Fochesato

SIRA GROUP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001002346

Postcode

2000

Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Barton

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004497

Postcode

2000

Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Deanna Coorey

STRATEGIC ADVICE AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000361470

Postcode

2000

FNS60404Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Donghong He

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000371196

Postcode

2000

Master of Applied FinanceGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elise Aricheta

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000470006

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP) Education ProgramMargin Lending and Geared Investments Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elysse Marguerite Lorenti

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001254471

Postcode

2000

Graduate Diploma of Financial PlanningMaster of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Eugene Bruno Ardino

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000382421

Postcode

2000

Diploma of Financial Planning928 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gary Winston Pike

ASTUTE PLANNING SERVICES PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000362326

Postcode

2000

Diploma of Financial services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist AdvisorSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Harry Randle

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001234666

Postcode

2000

ASX Accredited Derivatives Adviser Level Two ExamCore 1: Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

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Hercules Philippus Bronn

BLICENSED PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001005118

Postcode

2000

Master in Business AdministrationAdvanced Diploma in Financial PlanningSelf Managed Super Funds (SMSF)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Iain Llywelyn Jones

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000412843

Postcode

2000

Superannuation and Retirement PlanningMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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James Basche

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004455

Postcode

2000

Bachelor of BusinessMasters of Commerce (Accounting)Advanced Diploma in Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Hawthorne

KODA CAPITAL PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001005474

Postcode

2000

Bachelor DegreeBachelor Degree

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Jane Mitchell

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000323403

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Brizuela

ALLIED ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001001803

Postcode

2000

Bachelor Of CommerceGraduate Certificate in Financial PlanningMortgage BrokingMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jia Tang

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001006070

Postcode

2000

Master of Commerce in FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joel Kevin Edelman

AW FINANCIAL ADVISORY GROUP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001001688

Postcode

2000

Bachelor of TechnologyMaster of Business AdministrationAdvanced Diploma of Financial PlanningCertificate IV Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Lai

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001003835

Postcode

2000

Bachelor of LawsMasters of LawsMaster of Business Administration (Executive)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joseph Benjamin Andary

NOVUS CAPITAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000384113

Postcode

2000

Bachelor of BusinessAccredited Derivatives 1 & 2Margin Lending Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Joshua Cratchley

WALKER LANE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000344232

Postcode

2000

Bachelor of BusinessCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julie Bernstein

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001004661

Postcode

2000

Adv Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsMaster of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Larry Tee

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004596

Postcode

2000

Bachelor of Commerce (Finance & Actuarial Studies)Securities and Managed InvestmentsADA Level 1 & 2FPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivatives

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Lucette Thompson

MACQUARIE BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005302

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning (Historical SIA / FINSIA).Self Managed Superannuation FundsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lucette Thompson

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005302

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning (Historical SIA / FINSIA).Self Managed Superannuation FundsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Bailey

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005200

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMaster of Applied Finance (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Madelyn Grace Lim Cruz

ADVISORY CIRCLE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000375185

Postcode

2000

Bachelor of Business (Economics & Finance)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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Man Kit Tsang

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001001125

Postcode

2000

Bachelor of Commerce (eCommerce and Economics and Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Matthew Cummins

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001004225

Postcode

2000

Bachelor of Business and CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Meher Chatterjee

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003416

Postcode

2000

Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Meher Chatterjee

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003416

Postcode

2000

Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Melissa Estela Balacharige

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001003102

Postcode

2000

Bachelor of CommerceMargin Lending & Geared Investments5 unit CFP Certification ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nithin Mathew Thomas

AFSL LICENSEE PTY. LTD.

Registered

Experience

Since 2010 (16 years)

Registration #

000411020

Postcode

2000

Master of Business AdministrationRG146 Margin LendingRG146 Self-Managed Superannuation FundTier 1 Derivatives

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Patrik Vachan

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000362834

Postcode

2000

Diploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingAdvanced Diploma Financial Planning FNS60410Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Paul Edward Ford

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000280102

Postcode

2000

SDIA AccreditationMargin Lending Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Peter John Walsh

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000425624

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsTax Practitioners Board

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Philip Penklis

LIFE MAP FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000360236

Postcode

2000

Advanced Self Managed Super Funds ProgramMaster of Business Administration (Innovation and Leadership)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rene Ferris

AFSL HOLDINGS AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000429295

Postcode

2000

Foreign Exchange moduleDerivatives ModuleDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ronald Tyler

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001242841

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMaster of Professional Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryan Sparks

CFS ADVICE SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001006465

Postcode

2000

Bachelor of BusinessCFPGraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Sylvia Marcos

WEALTH MASTERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000325400

Postcode

2000

Bachelor of Business (Accounting)Diploma of Financial PlannigTASA & TPB code of conductTax practitioners Board

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Vasiliki Chronopoulos

JBWERE LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003736

Postcode

2000

Bachelor of Business AdministrationAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Victor Parker

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000353311

Postcode

2000

Bachelor of Business ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yogen Suman Lal

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001004194

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yogen Suman Lal

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001004194

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zhiyu Steven Wang

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004103

Postcode

2000

Bachelor of Commerce (Finance and International Business)Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Dip of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Adam Halbert

MACQUARIE BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002709

Postcode

2000

Diploma of Financial MarketsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Adam Halbert

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002709

Postcode

2000

Diploma of Financial MarketsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Andrew Roy Dinsdale-Scanlon

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000407698

Postcode

2000

FNS40811 Certificate IV in Finance and Mortgage BrokingAccredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Angus Malcolm John Mann

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001001612

Postcode

2000

Bachelor of ArtsGraduate Diploma in Applied Finance & InvestmentLevel 1& 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony William Hattersley

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001004543

Postcode

2000

Securities and Managed InvestmentsADA Level 1 & 2Professional Diploma of StockbrokingDiploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Beau Roberts

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005331

Postcode

2000

Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation ProgramEthics for Financial Services (Intensive)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Benjamin John Nash

FISH TACOS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000413316

Postcode

2000

Bachelor of Commerce (Economics and Finance)Masters of Applied FinanceSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bethan Davis

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001001998

Postcode

2000

Honours in Bachelor of Arts (French & Mathematics)Advanced Diploma of Financial Services (Financial Planning)CFPGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brian Kim

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000404952

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law

SecuritiesGovernment Debentures

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Dane Lachlan Parsons

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000448833

Postcode

2000

Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoSecurities & Managed Investments Accreditation ProgramSpecialist Knowledge: Superannuation

SuperannuationSecuritiesDerivatives

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Daniel John Blatch

IMFG PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000434362

Postcode

2000

Bachelor Applied ScienceDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingEthics and Professionalism in Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Lawton

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001008794

Postcode

2000

Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Matthew Carini

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000398644

Postcode

2000

Bachelors of Applied Science(Physiotherapy)Diploma of Financial Services(Financial Planning)Master of Applied Finance and InvestmentDFP5v1 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Steven Wood

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001002001

Postcode

2000

Bachelor of Commerce (Finance)Bachelor of Economics (Quantitative Methods)Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniella Elchaar

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004196

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)928 Margin LendingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Cuff

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001006324

Postcode

2000

Bachelor of Commerce AccountingGraduate Diploma of Applied Finance (Major in Financial Planning)Cavendish & ICFS Specialist SMSF CourseCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David John Collins

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000449703

Postcode

2000

Margin Lending AccreditationProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level Two

SecuritiesDerivatives

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David Michael Hancock

MONTARA SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000400635

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Tysoe

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002125

Postcode

2000

Advanced Diploma of AccountingBachelor of Business (Finance)Advanced Diploma of Financial PlanningSMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Yardley

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000423020

Postcode

2000

Bachelor of EconomicsMaster of Business AdministrationDiploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Douglas William Clarence Read

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000467575

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentInsurance, Succession & Estate PlanningCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Elias Agripanidis

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000398255

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Evan Hill

FOCUSED FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000404669

Postcode

2000

Bachelor of Business and CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hak Fei Vivian Chau

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002645

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Imke Reifarth

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004451

Postcode

2000

Master of Business Administration (Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Indira Sarker

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001253907

Postcode

2000

Accredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Bachelor of Business Administration with Bachelor of Commerce (Accounting)Margin Lending Accreditation Program

Derivatives

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Ivan Haramina

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000284013

Postcode

2000

Bachelor of Arts in Social ScienceGraduate Certificate in Business EnterpriseAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Service (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Anthony David Morrow

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000406415

Postcode

2000

Bachelor of FinanceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationSecuritiesGovernment Debentures

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James Richard Trethewie

MONTMERE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000418172

Postcode

2000

Bachelor of Business (International Business)Margin LendingDiploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Richard Trethewie

MONTMERE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000418172

Postcode

2000

Bachelor of Business (International Business)Margin LendingDiploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Smith

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001006373

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jiffry Riyaz

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001004752

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceTax and Commercial Law for Financial Planning

SuperannuationLife InvestmentDerivativesGovernment DebenturesRSA Products

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Joanna Potts

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001000787

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Graduate Diploma of Applied Finance (Financial Planning)Certified Financial Planner (CFP®)SMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Stephen Dacker

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003101

Postcode

2000

FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)FNSASICR503A Provide Advice in Margin LendingBachelor of Business (Finance)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justus Stals

SANLAM PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000411573

Postcode

2000

Diploma of Financial Services (Financial Planning)

Securities

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Kieran Craig Berry

RIVER X FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000430641

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Kieran Hall

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000398334

Postcode

2000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsTier 1 Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laurie Elliss

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000446430

Postcode

2000

Accredited Derivatives Adviser Level TwoMargin Lending AccreditationBachelor of Applied Finance

Derivatives

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Lonnie John Weeks

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001236402

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC001BGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Femia

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001006521

Postcode

2000

Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Matthew Hui

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001004545

Postcode

2000

Professional Diploma of Securities and DerivativesADA Level 1Margin Lending AccreditationFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesRSA Products

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Matthew Joseph Congiusta

FINANCIAL KEYS ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000413479

Postcode

2000

Bachelor of Business (Financial Planning)Bachelor of ComputingLife Insuance ModuleASX Accredited Listed Products Adviser (ALPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Melinda Jane Bendeich

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000406158

Postcode

2000

Bachelor of CommerceDiploma of Financial Planning (8 units)Ethics and Professionalism in Financial Advice Course (FPC002B)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Hevern

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000417348

Postcode

2000

RG 146 Diploma Level Tier 1

SuperannuationLife InvestmentSecuritiesDerivativesForeign Exchange

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Morgan Michael Henry Shipp

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000355749

Postcode

2000

LLB/ Bachelor of CommerceProfessional Diploma in StockbrokingEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Nick Pride

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003196

Postcode

2000

Bachelor of Commerce (Finance and Management)Securities and Managed InvestmentsMaster of Applied Finance (Financial Planning)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Nicola Clare Boustred

KODA CAPITAL PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000406428

Postcode

2000

Bachelor of CommercePostgraduate Diploma in AccountingAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Davies

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001005407

Postcode

2000

Bachelor of CommerceADA 1 & 2Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Paul Pisani

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003194

Postcode

2000

Bachelor of Commerce/Psychology (Economics, Finance & Psychology)Post Graduate Diploma of PsychologyDiploma of Financial PlanningADA Level 1

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Rachel Mae O'Connor

GPS WEALTH LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000404609

Postcode

2000

Bachelor of Commerce (Accounting and Commercial Law)Professional Diploma in StockbrokingChartered Accountant (CA)Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert James Gilmour

WEALTH SIMPLICITY GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000411191

Postcode

2000

Bachelor of CommerceBachelor of LawsDiploma of Financial Planning FNS50611Masters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Raymond Hill

THE FAMILY WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000405397

Postcode

2000

Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sacha Burchgart

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000450128

Postcode

2000

Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningAged Care Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sarah Gonzales

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000449408

Postcode

2000

Bachelor of Applied Finance/Bachelor of CommerceMaster of Applied FinanceCertificate in Self-managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

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Scott Kesby

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001006102

Postcode

2000

Diploma of Financial Services (Financial Planning)Mergin Lending and Geared Investments ProgramAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sian Jin Ridzuan Chua

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001000412

Postcode

2000

MSc (Electrical and Computer Engineering)Chartered Financial AnalystAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Tanya Caroline Seale

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000403512

Postcode

2000

Bachelor of Commerce (Information Systems and Human Resource Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Oliver Mcdonald

CARDENA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000408133

Postcode

2000

Bachelor of Commerce with Bachelor of LawsDiploma of Financial Services (Financial Planning)Certified Financial PlannerALPA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Weber

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000414647

Postcode

2000

Securities and Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingSuperannuation Accreditation Program

SuperannuationSecurities

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Tony Dimitrovski

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001001016

Postcode

2000

Bachelor of Commerce (Finance & Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tracey Kloner

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000358436

Postcode

2000

Honours Bachelor of CommercePostgraduate Diploma in Financial PlanningMaster of Business AdministrationAdvice in Derivatives and Securities Skill Set

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wilson Tjoa

PREMIER SMSF SOLUTIONS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001270115

Postcode

2000

Bachelor of CommerceChartered AccountantsGraduate Diploma of Applied FinanceSelf Managed Super Funds

SuperannuationRSA Products

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Xiren Wan

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000401798

Postcode

2000

Master of International BusinessMaster of Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Luke Horton

KODA CAPITAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001236918

Postcode

2000

Bachelor of CommerceRG146 AccreditationMargin Lending and Geared InvestmentsASX Accredited Derivatives Adviser Level Two

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Alexander Rhys O'Brien

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000416382

Postcode

2000

Bachelor of Applied Finance and EconomicsCertified Financial PlannerGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alison Grace Fischer

THORNTON & LEE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000424116

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Andrei Chorokhov

IMFG PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000437945

Postcode

2000

Masters of International BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Ferguson

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000430369

Postcode

2580

Bachelor of CommerceDiploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Andrew Foo

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000426555

Postcode

2000

Bachelor of Business (Financial Planning and e-Business)Diploma of Financial PlanningSelf Managed Superannuation Funds CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Teasdale

ORD MINNETT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001004594

Postcode

2000

Bachelor of CommerceMaster of Applied FinanceSecurities and Managed InvestmentsSuperannuation Accreditation

SuperannuationSecuritiesDerivatives

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Chad Victor Hohnen

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000452270

Postcode

2000

Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsBachelor of AccountingBachelor of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chinthaka Dilshan Muthukuda

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001233173

Postcode

2000

Master of CommerceDiploma Of Financial Services (Financial Planning)CFP CertificationMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Alexander Thornborough

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001001946

Postcode

2000

Tier 2 Compliance SolutionGeneric; Securities & Skills; Superannuation & SkillsAccredited Derivatives Adviser Level 1 & 2Managed Investments Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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David Collins

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002512

Postcode

2000

Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Selby

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000415321

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in FinanceMaster of Applied Finance (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Edis Koch

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001006104

Postcode

2000

Bachelor of CommerceSelf Managed Superannuation FundsFinancial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Edward Robert Charles Brooke

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001001313

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Harry Chesher Whiting

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001002369

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Henry Chandos Mortlock

PLAYFAIRTAN PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001268349

Postcode

2000

Bachelor of Agricultural EconomicsDiploma in Business AdministrationProfessional Diploma in StockbrokingSecurities and Managed Investments Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Huy Huy Luu

FULCRUM WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001001329

Postcode

2000

Bachelor of Business (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Janice Ruth Arnott

AWM SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000423734

Postcode

2000

Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jessica Waller

BRIDGE PRIVATE WEALTH AFSL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000419528

Postcode

2000

Bachelor of EconomicsMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jie Huang

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000426508

Postcode

2000

Legal Environment of Business CLAW5001Master of Commerce (Accounting)CPA ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joanne Matia Matthews

IMFG PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000245264

Postcode

2000

Diploma Of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joel Harty

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001005259

Postcode

2000

Bachelor of Commerce (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesRSA Products

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Kazuo Tamano

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000430761

Postcode

2000

Bachelor of Health SciencesMaster of Commerce (International Business)FNS50804 Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laura Ritchie

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000427495

Postcode

2000

Bachelor of Mathematics and FinanceGraduate Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lei Cai

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000421473

Postcode

2000

Diploma of CommerceBachelor of CommerceMaster of Applied FinanceDiploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Louis Lin

TEAM SUPER SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004965

Postcode

2000

Bachelor of CommerceMargin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Luke James Kelly

PKFWAFSL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000416693

Postcode

2000

Bachelor of Commerce (Finance and Economics)Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew James Vickers

PETER VICKERS INSURANCE BROKERS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000432194

Postcode

2000

Economics (Economics, Finance)Master of Applied Finance (Financial Planning Major)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Todd Mcgilvray

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001004120

Postcode

2000

Bachelor of Commerce (Accounting and Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Tax Practitioners Board

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Min Soo Kang

TK ADVISERS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000423781

Postcode

2000

Bachelor of Commerce in Accounting and FinanceCPADiploma of Financial ServicesAdvanced Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Natarajan Balakrishnan

LAVERNE CAPITAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000409415

Postcode

2000

MASTER OF MANAGEMENT SCIENCESDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nigel Arthur Campbell

CAMPBELL PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001249475

Postcode

2000

Bachelor of Arts/Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter James Tuite

ORD MINNETT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000425466

Postcode

2000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Rebecca Rousell

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004186

Postcode

2000

Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma in Financial PlanningFPC006 Tax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Renata Das

JBWERE LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001005504

Postcode

2000

Masters DegreeProfessional Diploma in StockbrokingEthics for Financial Services (Intensive)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Richard Dutton

JBWERE LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001005505

Postcode

2000

Bachelor DegreeMasters DegreeEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Robert Raymond Tayoun

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

000418782

Postcode

2000

LAW100LAW315Master of Applied Finance (Financial Planning Major)Certified Financial Planner

SecuritiesDerivativesGovernment Debentures

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Ryan James Cormican

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

000418783

Postcode

2000

Bachelor of EconomicsCore 1Master of Applied Finance (Financial Planning Major)Certified Financial Planner

SuperannuationSecuritiesGovernment Debentures

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Samuel Hoffmann Kunrath

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000412989

Postcode

2000

Master of Commerce-major in International FinanceDiploma of Financial Services (Financial Planning)Chartered Alternative Investment Analyst (CAIA)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Ungaro

PROFILE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001000635

Postcode

2000

Master of Science (Personal Financial Planning)Advanced Diploma of Financial PlanningCertified Financial PlannerTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sean Allitt

ORD MINNETT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001004514

Postcode

2000

Bachelor of Commerce (Economics and Finance)Graduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Shikha Arora

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000424901

Postcode

2000

Bachelor of commerceDiploma in Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Stefano Duro

R&S WEALTH GROUP PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004827

Postcode

2000

Diplomas of Financial Services (financial planning)Bachelor of Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Susan Buda

FOCUS PARTNERS WEALTH PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000431563

Postcode

2000

Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Terry Paris

UNITED SUPER PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002089

Postcode

2000

Bachelor of TheologyFNS50804 Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial PlanningCommercial Law (TASACLv2)

SuperannuationLife Insurance

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Timothy Hock Seong Lee

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001000665

Postcode

2000

Bachelor of Business (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tracey Ann Smylie

ZEBRA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000428187

Postcode

2000

Diploma of Financial Services(Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Plannig

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tracey Ann Smylie

ZEBRA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000428187

Postcode

2000

Diploma of Financial Services(Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Plannig

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yilian Elaine Zhao

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004102

Postcode

2000

Bachelor of Financial ManagementMaster of Commerce Major in FinanceMaster of Professional AccountingAdvanced Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander William Naylor

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000445419

Postcode

2000

Bachelor Commerce (Accountancy Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew De Vere Tyrrell

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000447563

Postcode

2000

Graduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Ethics and Professionalism in Financial AdviceFINSIA

Derivatives

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Andrew Lappan

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001007660

Postcode

2000

Bachelor of Business (Accounting)Graduate Certificate of Financial PlanningDiploma of Financial PlanningMargin Lending Accreditation

SecuritiesDerivativesGovernment Debentures

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Christine Lorraine Atencia

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000467825

Postcode

2000

Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Paul Cohen

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000437954

Postcode

2000

Bachelor of Financial AdvisingCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Reg Tracey

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000441955

Postcode

2000

Bachelor of Business (Economics and Regional Development)FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dulhari Maneesha Dassanayake

FOCUS PARTNERS WEALTH PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001007536

Postcode

2000

Bachelor of Applied Finance / Bachelor of Commerce (Accounting)Diploma of Financial PlanningCertified Practicing AccountantEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Edward Shilland

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000446919

Postcode

2000

Bachelor of CommerceFN111Graduate Diploma of Financial PlanningSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Graham Bernard Yon

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000438507

Postcode

2000

Bachelor Business (Applied Finance)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds5 Unit CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Harmit Singh

CFS ADVICE SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002732

Postcode

2000

Bachelor of Mathematics and FinanceFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

Superannuation

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Heather Saunders

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001255589

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Hoa Tran

ADVOCATE ADVISORY PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000436885

Postcode

2000

Bachelor of Commence (Economics)FNS50610 Diploma of Financial PlanningMargin Lending AccreditationSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Jacob Knaus

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

001000532

Postcode

2000

Advanced Diploma of Financial PlanningGraduate Certificate in Applied FinanceMaster of Business AdministrationClient Engagement Skills

Superannuation

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Jason Rademan

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001292060

Postcode

2000

Baccalaureus CommerciDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Jonathan Avi Mitchell

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000433743

Postcode

2000

Bachelor of CommerceAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Margin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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Julia Harley

KODA CAPITAL PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003640

Postcode

2000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Applied Finance and InvestmentCertified Investment Management Analyst Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kane Dennis Hansen

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000449222

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Karl Simon Goody

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000448834

Postcode

2000

Bachelor of Commerce & FinanceMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesRSA Products

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Lachlan Latham

MACQUARIE BANK LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001006459

Postcode

2000

Diploma of Financial Planning928 Margin LendingAdvanced Diploma of Financial PlanningBachelor of Business Studies

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan Latham

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001006459

Postcode

2000

Diploma of Financial Planning928 Margin LendingAdvanced Diploma of Financial PlanningBachelor of Business Studies

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leon Travis Hinde

ADVISOR PLUS PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000331985

Postcode

2000

PS146 Compliance ProgramDerivatives Advisor Level 1Responsible ManagerDerivatives Level 2

SuperannuationSecuritiesDerivatives

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Lily Wiatkowski

MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003293

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lionel Iheanacho

TEMPLESTONE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002528

Postcode

2000

Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lucas Joseph Clayton

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000438734

Postcode

2000

Business LawTaxationBachelor of Business (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Marc Andrew Mcmahon

AWM SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000245058

Postcode

2000

Bachelor of Commerce (Accounting)Accredited Listed Product Adviser (ASX ALPA) ProgramAdvanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Maria Webb

F PALMER & M E PALMER

Registered

Experience

Since 2013 (13 years)

Registration #

000448708

Postcode

2000

Bachelor of Commerce (Finance and Economics)Graduate Diploma of Applied FinanceEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Matthew Hicks

ETHINVEST PTY. LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001005611

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Kevin Fenning

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001233045

Postcode

2000

Diploma of Financial PlanningMaster of Business Administration (Executive)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nady Kerbage

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000467126

Postcode

2000

Master of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Buxton Hanley

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000441990

Postcode

2000

Bachelor of CommerceBachelor of AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Randall Fulton - Boote

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000447970

Postcode

2000

BUSL250Bachelor of Business AdministrationBachelor of EconomicsGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Robert Hubbard

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001005507

Postcode

2000

Bachelor of CommerceGraduate Diploma in Applied Finance and Investment (Historical SIA/FINSIA)Master of Applied FinanceEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Robert Jack Standing

WEALTH TODAY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001784

Postcode

2000

Bachelor of Economics and Social Sciences (Economics and Finance)Diploma of Financial PlanningSelf-Managed Superannuation FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simon Robinson

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001431

Postcode

2000

Bachelor of Comm (Financial Planning)Certified Financial PlannerEthics in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stella Norberti

PARAGEM PTY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000440223

Postcode

2000

Diploma of Financial Services(Financial Planning)Taxation PlanningBachelor of Business(Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Panagis

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001003652

Postcode

2000

Economics (Banking and Finance)Applied FinanceFinancial ServicesCertified Financial Planner (CFP)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Adam Drinkwater

IA ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001241554

Postcode

2000

Bachelor of Arts (Business)Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Payne

JBWERE LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005313

Postcode

2000

Bachelor of Applied ScienceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Allan Per Leng Ong

SUPERANNUATION ACCOUNTING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000464938

Postcode

2000

Bachelor of CommerceBusiness LawDiploma of Financial Services FNS50804CPA Australia (CPA)

Self-Managed Super (SMSF)

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Alun Campbell

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003376

Postcode

2000

Bachelor of CommerceMaster of BusinessGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Amy Early

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001000954

Postcode

2000

Bachelor of Arts (Politics)Bachelor of CommerceGraduate Diploma of Applied FinanceCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Angus

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000451760

Postcode

2000

Diploma of Financial Planning928 Margin LendingProfessional Diploma in StockbrokingGraduate Diploma in Stockbroking and Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Michael Lim

FOCUS PARTNERS WEALTH PTY LTD

Not Registered

Experience

Since 2014 (12 years)

Registration #

001003098

Postcode

2000

Bachelor of Commerce Applied Finance (Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Angus Taylor

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001246916

Postcode

2000

Bachelor of Business ManagementAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Chiefari

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001006901

Postcode

2000

Master of Applied Finance (Financial Planning Major)FPC002B Ethics and Professionalism in Financial AdviceCommercial LawTax for Financial Advising

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Fowler

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000457332

Postcode

2000

Bachelor of CommerceMaster of Commercial LawDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Berin Andrew Delforce

STICKMAN MONEY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001004362

Postcode

2000

Master of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMAA769 Ethics for Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Blake Mitchell Cullen

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001002802

Postcode

2000

Bachelor of Commerce (Financial Planning)Certified Financial PlannerSuperConcepts & ICFS Specialist SMSF courseAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Berman

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006210

Postcode

2000

Bachelor of Business (Management)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

Is this you? Claim this listing →

Bradley Neville George

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000455806

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising (DFP5v3)Commercial Law Course (TASACLv1)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cara Sloshberg

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006089

Postcode

2000

Bachelor of Business (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Carlo Queddeng

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001053

Postcode

2000

UTS Bachelor of Business and Bachelor of ComputingDiploma Financial PlanningGraduate Diploma of Financial Planning

Government Debentures

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Chester Byron Money

MACQUARIE BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001241542

Postcode

2000

FNS40811 Cert IV Finance and Mortgage BrokingFNS50611 Diploma of Financial PlanningMargin Lending Accreditation ProgramTier 2 Deposit Products and Non-cash Payment Facilities Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chester Byron Money

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001241542

Postcode

2000

FNS40811 Cert IV Finance and Mortgage BrokingFNS50611 Diploma of Financial PlanningMargin Lending Accreditation ProgramTier 2 Deposit Products and Non-cash Payment Facilities Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chris Brycki

STOCKSPOT PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000453422

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecurities

Is this you? Claim this listing →

Chris Goodwill

ORD MINNETT LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001004533

Postcode

2000

Bachelor of ArtsDPSCMargin Lending AccreditationSuperannuation Accreditation

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Chris Price

JBWERE LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005351

Postcode

2000

Bachelor DegreeGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Christopher Lau

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000435786

Postcode

2000

Bachelor of Commerce (Qualification)Diploma of Financial Services (Financial Planning)Diploma of Financial PlanningDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Werner

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000468144

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Edward Campbell

JBWERE LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005460

Postcode

2000

Master of Finance (Finance and International Business)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Felicity Thomas

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003277

Postcode

2000

Master of Financial PlanningSelf Managed Superannuation Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Geoffrey Burton

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001264190

Postcode

2000

Bachelor of Mathematics and FinanceBachelor of Mathematics and FinanceFoundations of Financial PlanningDiploma Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Graham Kaplan

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001005170

Postcode

2000

Graduate Diploma of Applied Finance and InvestmentEthics and Professionalism in Financial Advice

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Heidi Therese Phillips

GARNSEY PARTNERS PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001008697

Postcode

2000

Bachelor of BusinessChartered AccountantDiploma in Financial Services (Financial Planning)Certificate of Public Practice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Helen Truong

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006469

Postcode

2000

Bachelor of Commerce (Financial Services)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hugh Lovibond

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001007872

Postcode

2000

Bachelor of Commerce (Finance & Human Resource Management)Bachelor of Economics (Economics)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason Baker

NOBLEOAK SERVICES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002942

Postcode

2000

Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jonathan Charles Pillemer

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000260010

Postcode

2000

Diploma of financial Planning (DFP1)Certificate Course in Superannuation Legislation and PracticeCertificate Course on Risk Management and Insurance Planning

SuperannuationLife InsuranceLife Investment

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Jonathan Harkness

UNITED SUPER PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001824

Postcode

2000

Diploma in Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife Investment

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Jordan Luke Ryan

KODA CAPITAL PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000463835

Postcode

2000

Bachelor of Commerce (Finance & Financial Planning)Certified Financial Planner (CFP)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Anthony Scipione

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001004308

Postcode

2000

Bachelor of CommerceMLC101 Business LawDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kapil Mistry

MERCURY PRIVATE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001081

Postcode

2000

Bachelor of Commerce (International Studies) in Business Strategy and Economic Management and FinancDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kate Jemma Blake

MACQUARIE BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001008613

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningAdvanced Financial PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Keegan Donal O'Rourke

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000468083

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMasters of Applied Finance

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Kevin Shen

ORD MINNETT LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003675

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Kieran Edward Brown

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001004388

Postcode

2000

Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Kieran Edward Brown

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001004388

Postcode

2000

Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Michael Alan Wilson

GILL AND CO ADVISORY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000465227

Postcode

2000

Cert IV in Finance & Mortgage BrokingDiploma of Finance & Mortgage BrokingDiploma of Financial PlanningFASEA

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Michael Pavani

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005648

Postcode

2000

Bachelor of Financial AdvisingSelf Managed Superannuation FundsALPA Accredited Listed Product AdviserCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mingyi Zhong

MADISON FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005903

Postcode

2000

Bachelor of CommerceMaster of Commerce (Quantitative Finance)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Mohammed Javed Wasef

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001004226

Postcode

2000

Bachelor of Commerce (Finance)Bachelor of Economics (Econometrics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Morgan Rohan Johnson

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000460730

Postcode

2000

Bachelor of International BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Andrew Daniel

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001005666

Postcode

2000

COMMLAW2500COMMLAW3500Bachelor of Commerce (Corporate Finance)Professional Diploma in Stockbroking

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Nemanja Vico

GPS WEALTH LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006470

Postcode

2500

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceIntroduction to SMSFsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Gordon

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001006119

Postcode

2000

Bachelor of Commerce-MarketingDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick James Abrams

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001006090

Postcode

2000

Bachelor of BusinessAccredited Derivatives Adviser Level 2Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Paul Karagorgovski

CAPITAL HAUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003788

Postcode

2000

Bachelor of Commerce (Finance and Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Raffy Christopher Margarian

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001008374

Postcode

2000

Certificate in Financial MarketsBachelor of CommerceSuperannuation and Retirement PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivatives

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Samuel Anthony Fenning

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001002822

Postcode

2000

Bachelor of Commerce (Financial Planning)5 Unit CFP Certification ProgramAccredited Listed Product AdviserFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shayne Diane Sommer

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001004470

Postcode

2000

Graduate Diploma of Applied Finance (Financial Planning)Certified Financial Planner (CFP)Life Risk SpecialistFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Bernard Newman

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000223863

Postcode

2000

Bachelor of Science (Hons)RG146Margin Lending Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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Steven Hastie

ADVISER SERVICES HUB PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000472126

Postcode

2000

Bachelor of Business (Real Estate & Property Developement)Bachelor of Commerce (Finance)Diploma of Financial Planning FNS50611RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Schweikert

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001256536

Postcode

2000

Diploma of Financial PlanningCertified Financial PlannerFPC001B Economic and Legal context for Financial PlanningFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Euvrard

HAVANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006097

Postcode

2000

DiplomaAdvanced Diploma of Financial PlanningBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Timothy Bradley

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000453694

Postcode

2000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Cudlipp

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001004383

Postcode

2000

B. Commerce and B. EconomicsProfessional Diploma in StockbrokingAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Troy Daniel Mahoney

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000458129

Postcode

2000

Bachelor CommerceDiploma of Fiancial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Troy Daniel Mahoney

KVB WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000458129

Postcode

2000

Bachelor CommerceDiploma of Fiancial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Vitaliy Leonidovich Tsitalovskiy

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003998

Postcode

2000

Bachelor of CommerceBachelor of EconomicsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yvonne Wilson

AWM SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000467596

Postcode

2000

Bachelor of Business (Law)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Phillip Krull

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001003806

Postcode

2000

Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Ethics & Professionalism in Financial AdviceFINSIA

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Adrian Fodera

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001006329

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adrian Wesley Leppinus

ORD MINNETT LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001232792

Postcode

2000

Graduate Diploma of Applied Finance & InvestmentAccredited derivatives Adviser ADA 1Margin Lending and Geared Investements

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

Is this you? Claim this listing →

Alexander Kambos

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237912

Postcode

2000

Bachelor of Arts (Economics)Graduate Diploma of Financial PlanningTASACLv1 Commercial LawFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Sapcas

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001007586

Postcode

2000

Bachelor of Commerce (Actuarial Studies and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexis Jovic

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001237550

Postcode

2000

Business Commerce (Applied Economics)Graduate Diploma of Financial PlanningRG146 Margin LendingTax for financial advising

Superannuation

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Alice Browne

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001008608

Postcode

2000

CLAW1001Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Alicia Liang Sun

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235241

Postcode

2000

Bachelor of Economics in Economics and AccountingAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Amy Orme Atkinson

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235897

Postcode

2000

Bachelor of FinanceDiploma of Financial PlanningCFP Certification ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Carmichael

MACQUARIE BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001009419

Postcode

2000

Bachelor of ScienceCFA UK Level 3 Certificate in Investment ManagementFNS50610 Diploma of Financial PlanningSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Carmichael

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001009419

Postcode

2000

Bachelor of ScienceCFA UK Level 3 Certificate in Investment ManagementFNS50610 Diploma of Financial PlanningSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Debono

PROSPERITAS PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001232679

Postcode

2000

Bachelor of Applied Finance with Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Debono

PROSPERITAS PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001232679

Postcode

2000

Bachelor of Applied Finance with Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Tzu-Yan Wong

FINLIT PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007365

Postcode

2000

Bachelor of Arts (Communication Studies)Bachelor of Commerce (Finance, Money & Banking)Graduate Diploma of Applied FinanceMasters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anish Agarwal

AXIES PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001008629

Postcode

2000

Bachelor of Commerce (Banking and Insurance)Bachelor of CommercePost Graduate Diploma in Business ManagementDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Michael Moustacas

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001250318

Postcode

2000

Bachelor of Economics (Economics & Finance)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Applied Finance

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Behrang Keshavarzi

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000254346

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningRG146 Tier 1 Specialist Margin LendingPrinciples in Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Behrang Keshavarzi

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000254346

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningRG146 Tier 1 Specialist Margin LendingPrinciples in Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Blake Alexander Paul Sloane

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008641

Postcode

2000

Bachelor of Business & Commerce (Applied Finance)Diploma of Finnacial PlanningSMSF AccreditationGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Hughes

MACQUARIE BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236683

Postcode

2000

Bachelor of Business with CreditFNS50611 Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDFP5v1 Tax for Financial Advising (Short Answer Exam)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Hughes

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236683

Postcode

2000

Bachelor of Business with CreditFNS50611 Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDFP5v1 Tax for Financial Advising (Short Answer Exam)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Taylor

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000471209

Postcode

2000

BBA BA-PsychBBA BA-PsychDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Cameron Taylor

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000471209

Postcode

2000

BBA BA-PsychBBA BA-PsychDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Cameron Taylor

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000471209

Postcode

2000

BBA BA-PsychBBA BA-PsychDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Catherine Mary Shelvey

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001251225

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningIntroduction to Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Catherine Pacholke

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001008241

Postcode

2000

Bachelor of Business (Banking and Finance)FNS50611 Diploma of Financial PlanningDFP5v1 Tax for Financial AdvisingFNS60415 Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Craig Mcgowen

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007873

Postcode

2000

Bachelor of Commerce (Marketing, Tourism and Hospitallity Management)Advanced Diploma of Financial PlanningDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Craig Terence Haycock

WALKER LANE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001236428

Postcode

2000

Advanced Diploma of AccountingDiploma of Financial Services (Financial Planning)Professional Certificate in Self-Managed Superannuation FundsGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Damon Smith

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001007048

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)DFP5v5 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Wong

38TH PARALLEL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001273842

Postcode

2000

Bachelor of CommerceDiploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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David Robert Robertson

AERAN PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233258

Postcode

2000

Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dean Desoukey

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001009034

Postcode

2000

Bachelor of Business and Commerce (Applied Finance)Diploma Financial PlanningAdvanced Diploma Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Eddie Au

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008458

Postcode

2000

Bachelor degree (unrelated)Graduate Certificate in Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Eddie Au

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008458

Postcode

2000

Bachelor degree (unrelated)Graduate Certificate in Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gareth Cecil Tomlinson

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001000830

Postcode

2000

Bachelor of Business (Business Management & Economics)Advanced Diploma of Financial PlanningTier 1 Margin LendingAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Garth John Cecil

MERCURY PRIVATE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001256046

Postcode

2000

Bachelor of AccountingBachelor of FinanceTier 1 Margin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Grant Azzopardi

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001009420

Postcode

2000

Bachelor of Applied FinanceCFP Certification ProgramDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gregory Noel Hyslop

LIFE MAP FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001238305

Postcode

2000

Graduate Diploma in FinanceDiploma of Financial PlanningMasters of Business in FinanceSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Heath Julius Ueckermann

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001000971

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningSMSF SpecialistCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Hoang Thien Nhat Nguyen

MACQUARIE BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001008457

Postcode

2000

Bachelor of Business (Finance major)Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hugh Christopherson

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000455330

Postcode

2000

Diploma of Financial PlanningALPA Accredited Listed Product AdviserAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jacob Thomas O'Sullivan

E.F.D.B. PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233073

Postcode

2000

Bachelor of Business (Professional Accountancy)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jelena Koncar

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001234450

Postcode

2000

Self Managed Superannation FundsBachelor of Business (Financial Planning)Margin Lending Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Jing Jing Zhang

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236789

Postcode

2000

Bachelor of CommerceBachelor of LawsGraduate Diploma of Financial PlanningAustralian Financial Markets Association

DerivativesForeign Exchange

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Jingjing (Catherine) Ye

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001247976

Postcode

2000

CLAW3201 Australian Taxation SystemBachelor of Commerce (Accounting)Diplioma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jobbe Yu

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235902

Postcode

2000

Master of Commerce (Finance)Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningSecurities and Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Hogan

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001006938

Postcode

2000

Bachelor of Economics (Economic Policy Analysis)FPC001B Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning.Tax for Financial Advising

SecuritiesGovernment Debentures

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Justin Wynne

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001000581

Postcode

2000

Bachelor of Applied Finance with the degree of Bachelor of Commerce AccountingSDIA Accreditation ProgramGraduate Certificate in Financial PlanningASX Accredited Derivatives Adviser Level Two

SuperannuationSecuritiesDerivativesGovernment Debentures

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Karen De La Pena Truman

INSIGHT INVESTMENT PARTNERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008604

Postcode

2000

Bachelor of Business AnalysisDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Katie May Loveday

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001008605

Postcode

2000

Taxation 1Chartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Laurence James Poulter

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001000112

Postcode

2000

Bachelor of Arts in Economic and Social StudiesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mathew James Walters

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001234437

Postcode

2000

Master of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew David Rose

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001008626

Postcode

2000

Bachelor of Business Administration in Sports ManagementDiploma of Financial PlanningMaster of Applied FinanceEthics and Professionalism in Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Turner

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001006940

Postcode

2000

Bachelor of Applied FinanceFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsFPC001B Economic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Michael Argyrou

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001007717

Postcode

2000

ADA Level 1Graduate Diploma of Applied Finance and InvestmentSuperannuation AccreditationEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Nathan Duff

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000471882

Postcode

2000

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Nhu Minh Nguyen

GPS WEALTH LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235257

Postcode

2000

Bachelor of ArtsMaster of Business Administration (Accounting and Finance)Diploma of Financial PlanningDFP5v1 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Bregolin

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008043

Postcode

2000

Diploma of CommerceAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas James Donlon

KEMOSABE CAPITAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233138

Postcode

2001

Bachelor of Agricultural EconomicsDiploma of Financial Services (Financial Planning)SMSF Specialist AdvisorCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nobel Joseph Pullan

UBS AG

Registered

Experience

Since 2015 (11 years)

Registration #

001271110

Postcode

2000

Bachelor of CommercePost Graduate Programme in Management StudiesMasters of CommerceAdvanced Diploma of Financial Services

Superannuation

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Patrick Ian Shepherd

NOVUS CAPITAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001009432

Postcode

2000

Diploma in Financial ServicesMacquarie UniversityMacquarie University

SuperannuationSecuritiesDerivatives

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Philip Phung

JBWERE LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001005501

Postcode

2000

Bachelor of Finance (Corporate Finance & Investment Management)DiplomaAccredited Derivatives Adviser Level OneForeign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Philippa Jane Billings

OTIVO PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001267470

Postcode

2000

Master of LawsSelf Managed Super Funds (SMSF)Diploma of Financial Services (Financial planning)Advanced Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Phillip Lucas

ORD MINNETT LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233227

Postcode

2000

ADA 1 & 2Diploma in Financial PlanningRG 146 Margin LendingMaster of Applied Finance

SuperannuationSecuritiesDerivatives

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Pieter Francois Scheepers

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001236201

Postcode

2000

79708Master of Professional AccountingMaster of Business in FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Rachael Arnold

PROFILE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235225

Postcode

2000

Business Law and EthicsBachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rhys John Foan

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001004340

Postcode

2000

Bachelor of Finance (Business Finance)Diploma of Financial Planning FNS50610RG146 Margin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Andrew Mcclelland

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236423

Postcode

2000

Bachelor of CommerceAccredited Derivatives Adviser Level OneGraduate Diploma of Applied FinanceSelf Managed Superannuation Funds

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Richard Hessey-Tenny

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001232723

Postcode

1225

Diploma of Financial PlanningFixed Income CourseSelf Managed Super FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Wyn Pritchard

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001234210

Postcode

2000

Bachelor of Engineering (Honours) in Civil EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Greig

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001234019

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial PlanningCertificate in Self-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samiul Dishan

CFS ADVICE SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008259

Postcode

2000

Diploma of Financial Planning FNS50611Graduate Diploma Financial Planning

Superannuation

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Sarah-Jane Ross

MACQUARIE BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001003737

Postcode

2000

Bachelor of Business (Marketing)Bachelor of Commerce (Finance)Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Alistair Relf

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236358

Postcode

2000

Bachelor of Commerce (Finance & Marketing)Graduate Diploma of Applied FinanceDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Michael Hay

MADISON FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237652

Postcode

2000

Bachelor of CommerceGraduate Certificate in CommerceDiploma in Financial PlanningFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InvestmentGovernment DebenturesRSA Products

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Shu Feng Zheng

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001234449

Postcode

2000

Diploma of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sowmya Chinna Reddy

AMPLUS GLOBAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233818

Postcode

2000

Bachelor of EngineeringDiploma of Financial PlanningFPC001B Economic and Legal Context for Financial Planning AQF8FPC002B Ethics and Professionalism in Financial Advice AQF8

Securities

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Suzanne Johnston

SENTINEL WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000473164

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningCert. of Margin Lending & Cert. of SMSFCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tamim Marial

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001236953

Postcode

2000

Bachelor of Business and CommerceDiploma of Financial PlanningCertified Financial PlannerAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vincent Hui Ee Ting

BEST INTEREST ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001005676

Postcode

2000

BAccBActStudMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wen Xie

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001236432

Postcode

2000

Bachelor of Commerce (Professional Accounting)Diploma of Financial PlanningAdvanced Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Xuewei Liang

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001238450

Postcode

2000

Bachelor of Commerce (Professional Accounting)Master of Financial PlanningEthics for Financial ServicesFPC003 Superannuation and Retirment Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam David Roberts

WYBENGA FINANCIAL PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246061

Postcode

2000

Bachelor of Science (Biological Sciences)Bachelor of Business (Accounting)Chartered Accountants Australia and New Zealand CourseFNS50615 Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Thomas Harris

GILL AND CO ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238957

Postcode

2000

Bachelor of Applied FinanceBachelor of CommerceDiploma of Financial PlanningFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Anindya Bhattacharjee

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001239225

Postcode

2000

Bachelor of Commerce (Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Antony Paul Selby

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243317

Postcode

2000

Bachelor of BusinessMasters of Commerce (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ashley Alexander Sharpe

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001264674

Postcode

2001

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Beauregard Harrison Gerard

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246986

Postcode

2000

Bachelor of Business (Marketing)Bachelor of Commerce (Finance)Professional Diploma in StockbrokingEthics and Professional Relationships

SecuritiesGovernment Debentures

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Ben Parnell

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245113

Postcode

2000

Bachelor of Arts (Business Economics)Diploma of Financial PlanningSecurities and Managed InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Bishal Shrestha

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242011

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brandon Elliott

ARK TOTAL WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249632

Postcode

2000

Bachelor of Applied FinanceAdvanced Diploma of Financial PlanningListed Product Accreditation CourseCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brian Park Hoe Chung

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238430

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Lochlin Unicomb

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001248041

Postcode

2000

FNS50804 Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Candice Bourke

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249508

Postcode

2000

Bachelof of Arts/ Bachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Cardy Man

38TH PARALLEL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246699

Postcode

2000

Graduate Certificate in EconomicsMaster of CommerceAdvanced Diploma of Financial PlanningEthics and professionalism in financial advice

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Carlos Medrano

HAVANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240942

Postcode

2000

Bachelor of Business & CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charles Sayers

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001241125

Postcode

2000

Foundations of Financial Planning Part ASecurities and Managed FundsGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Christopher Andrew Jones

CRYSTAL WEALTH PARTNERS LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240824

Postcode

2000

Bachelor of Business ManagementBusiness Management degreeDiploma Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Elias

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248140

Postcode

2000

Bachelor of Business and CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren Chinnappa

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001247433

Postcode

2000

Bachelor of CommerceGraduate Diploma of Chartered AccountingCA SMSF SpecialisationDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren O'Brien

MERIT WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244524

Postcode

2000

Bachelor of Business (Accounting)Chartered Accountant (CA)Master of TaxationSelf-Managed Superannuation Funds

Superannuation

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Emma Marie Norton Selzer

SHARTRU WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246456

Postcode

2000

FNS50615 Diploma of Financial PlanningSecurities and Managed InvestmentsEconomic and Legal Context for Financial PlanningSMSF Accredited Adviser

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Gemma Anne Kovaloff

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250846

Postcode

2000

Bachelor of BusinessCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program

Superannuation

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George Tso Chih Wong

GEOSMITH PARTNERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248721

Postcode

2000

Bachelor of Commerce (Honours)Diploma of Financial PlanningCore 1 Securities and Managed Investments AccreditationCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Tso Chih Wong

GEOSMITH PARTNERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248721

Postcode

2000

Bachelor of Commerce (Honours)Diploma of Financial PlanningCore 1 Securities and Managed Investments AccreditationCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hoai Vinh Lam

PLUTUS INDEPENDENT ADVISORS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238476

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Certified Practising Accountant (CPA)Master of Applied FinanceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jackie Kewalram

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249388

Postcode

2000

Bachelor of ArtsMaster in Business ManagementAdvanced Diploma of Financial PlanningSSA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Yankaiya

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246644

Postcode

2000

Bachelor of EconomicsFNS50611 Diploma of Financial PlanningAdvanced Diploma of Financial Planning FNS60415FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Taleb

UDAMON WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001239122

Postcode

2000

EconomicsAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica-Lea Surlan

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001241281

Postcode

2000

CLAW1001Bachelor of Commerce (Finance/International Business)FPC002B Ethics and Professionalism in Financial AdviceMaster of Commerce (Finance)

SuperannuationSecuritiesGovernment Debentures

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John Marinos

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241133

Postcode

2000

Master of TaxationCPA ProgramFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Johnny Man Loong Ng

FUTURE GROUP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243628

Postcode

2000

Bachelor of Social SciencesFNS60415 Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife Insurance

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Jorge Di Zio

MERIT WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249510

Postcode

2000

Bachelor of Commerce (Accounting)Chartered Accountant (CA)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Judith Anne Star

STAR & CO FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001247962

Postcode

2000

Bachelor of Commerce (Accounting, Finance and Systems)CA SMSF SpecialistDiploma of Financial PlanningClient Engagement Skills

Self-Managed Super (SMSF)

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Kar Foong Lim

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240239

Postcode

2000

Certified Practicing Accountants ProgramMaster of Applied FinanceDiploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Karamdeep Singh Satwant Singh

CAPELLA ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244753

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCode of Ethics

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kelly Melissa Kennedy

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238575

Postcode

2000

Advanced Diploma Financial Services (Financial Planning)Self Managed Superannuation FundTier 1 Margin Lending and Geared Investments AccreditationBachelor of Business (Financial Planning).

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kirsten Lee Lynn

SIRA GROUP PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249702

Postcode

2000

Bachelor of LawGraduate Diploma of Legal PracticeDiploma Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kirsten Taylor-Martin

GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245662

Postcode

2000

Bachelor of Commerce (Accounting)Chartered Accountant ProgramAdvice in Superannuation Skill SetFPC002B Ethics and Professionalism in Financial Advice

Self-Managed Super (SMSF)

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Kwong Yuk Wallace Kee

KEE PARTNERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001266143

Postcode

2000

Master of FInancial PlanningCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)

Self-Managed Super (SMSF)

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Lijun Zhang

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249976

Postcode

2000

Master of Commerce (Advanced Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lindzi Beulah Caputo

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001248513

Postcode

2000

Bachelor of BusinessAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ljupco Ivanov

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248775

Postcode

2000

Bachelor of Business (Accounting)Bachelor of Business (Banking and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Louisa Maree Frith

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249699

Postcode

2000

Professional Diploma in StockbrokingAccredited Derivatives AdviserSuperannuation Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Lucy Eleanor Meagher

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001248709

Postcode

2000

Bachelor of International and Global StudiesAccredited Derivatives Adviser Level 1FPC001B Economic and Legal Context for Financial PlanningTaxation for Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Mario Raciti

HK FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001239560

Postcode

2000

Bachelor of BusinessCARG146Client Engagement Skills

Superannuation

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Matthew John Cogan

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001244384

Postcode

2000

Bachelor of Arts, EconomicsMasters in Business EconomicsDiploma of Financial MarketsGraduate Diploma of Financial Planning

Foreign Exchange

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Matthew Robinson

MACQUARIE BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001239541

Postcode

2000

Bachelor of Economics (Financial Economics)Diploma of Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Estate Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Robinson

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001239541

Postcode

2000

Bachelor of Economics (Financial Economics)Diploma of Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Estate Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael John De Bomford

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001244474

Postcode

2000

Bachelor of Business (Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Charteris

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249710

Postcode

2000

Diploma of Financial Services (Financial Planning)Bachelor of Business (Marketing)Margin Lending Accreditation ProgramProfessional Diploma in stockbroking

SuperannuationSecuritiesRSA Products

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Nathan Scott Ide

ADVICE EVOLUTION PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001239544

Postcode

2000

Bachelor of Commerce (Management)Diploma of Financial PlanningMaster of Business AdministrationGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nazar Pochynok

OPULON PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250048

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Donnelly

WALKER LANE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249975

Postcode

2000

Bachelor of CommerceBachelor of CommerceMaster of Applied FinanceMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Damian Casey

WALKER LANE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244748

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Patrick John Morton

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001253115

Postcode

2000

Bachelor of Mathematics and FinanceTier 1 Generic KnowledgeTier 1 SecuritiesSecurities and Managed Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Rajiv Regmi

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242475

Postcode

2000

Postgraduate Diploma in AccountingMaster of Business AdministrationDiploma of Financial Services (Financial Planning)928 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Raymond Ga-Bing Lau

TOWEMER PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250701

Postcode

2000

Bachelor of Commerce and LawsGraduate Diploma of Chartered AccountingDiploma of Financial Planning (FNS50611)Self Managed Super Fund Accreditation

Self-Managed Super (SMSF)

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Robert-Boris Gertskis

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246981

Postcode

2000

Bachelor of CommerceRG146Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Sophie Collard

ASTERI ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243202

Postcode

2000

Diploma of financial services (financial planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephanie Bakis Ucchino

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246326

Postcode

2000

Bachelor of Commerce (Commercial Law)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Steven Mach

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246645

Postcode

2001

Bachelor of Commerce/Bachelor of EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Steven Wong

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246915

Postcode

2000

Bachelor of Commerce (Accounting)Diploma Of Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Su Li Sin

AON RISK SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001245141

Postcode

2000

Bachelor of CommerceEthics and Professionalism in Financial AdviceGraduate Diploma in Financial PlanningInstitute of Actuaries of Australia

SuperannuationLife Insurance

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Sylvia Timso

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001243674

Postcode

2000

Master of Applied FinanceAdvanced Diploma of Financial PlanningEthics and Professionalism in Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Terrence George Vogiatzis

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238576

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningSecurities and Managed InvestmentsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tess Uncle

WYBENGA FINANCIAL PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246073

Postcode

2000

Bachelor of Science in PsychologyMaster of Commerce in Professional AccountingChartered Accountants Australia and New Zealand courseFNS50615 Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Thoma

MERIT WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249512

Postcode

2000

Bachelor of EconomicsChartered Accountant (CA)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Trung Phuong Thao Huynh

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001242770

Postcode

2000

FNS50804 Diploma of Financial Services (Financial Planning)Bachelor of Business and Commerce (Applied Finance)Advanced Diploma of Financial Planning FNS60415Ethics and professionalism in financial advice

Superannuation

Is this you? Claim this listing →

Victor Idoko

AXIES PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001238690

Postcode

2000

Bachelor of Economics with Second Class HonoursDiploma of Financial PlanningMaster of CommerceAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Victor Idoko

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238690

Postcode

2000

Bachelor of Economics with Second Class HonoursDiploma of Financial PlanningMaster of CommerceAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Charles Corkill

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001250098

Postcode

2000

Bachelor of EconomicsTier 1 SuperannuationEthics and Professional RelationshipsFPC001B Economic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

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William Gregg

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001239738

Postcode

2000

Bachelor of Arts, Second Class Honours (First Division) in Business EconomicsAccredited Derivatives Adviser Level 1 and 2FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Adib Mansoori

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001255779

Postcode

2000

Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amy Reed

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001260815

Postcode

2000

Diploma of Financial Planning(FNS50611)Advanced Diploma of Financial Planning (FNS60410)ALPASMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Darroch

INDEPENDENT FINANCIAL ADVISORS & MEDIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252820

Postcode

2000

Bachelor of Business (Accountancy)Diploma of Financial PlanningSecurities and Managed InvestmentsSpecialist SMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Zannettides

ORD MINNETT LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254741

Postcode

2000

Bachelor of Business & CommerceRG146ADA 1DIPLOMA OF FINANCIAL PLANNING

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Ashish Poudel

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258071

Postcode

2000

Bachelor of AccountingDiploma of Financial PlanningMaster of Financial PlanningSuper Concepts & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Asit Kumar Nayak

ZEBRA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258072

Postcode

2000

Provide advice in Self-Managed Superannuation FundsProvide advice in Margin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brigitta Hembrow-Gersey

POOLEDFUNDS PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001284888

Postcode

2000

Bachelor of EconomicsAdvanced Master in Economic Science (Economic Analysis and European Policy)FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charis Liew

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252161

Postcode

2000

CLAW1001 Commercial transactions A/Foundations of business lawBachelor of CommerceCLAW3001 Australian Taxation SystemChartered Accountant

Superannuation

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Charlene Raineri

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256894

Postcode

2000

Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial PlanningSelf Managed Supernanuation Funds Program

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Christopher George Walker

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256893

Postcode

2000

Bachelor of Commerce (Liberal Studies)Diploma of Financial PlanningSecurities and Managed InvestmentsCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Da Hye Lee

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001253855

Postcode

2000

Bachelor of Applied Finance with the degree of Bachelor of CommerceDiploma of Financial Planning FNS50611Advanced Diploma of Financial Planning FNS60415Ethics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

Damien Korlevski

PGW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258598

Postcode

2000

Bachelor of Commerce (Finance)Advanced Diploma of Financial PlanningFNSASICR503 Provide advice in margin lendingFNSSMS501 Invest Self-Managed Superannuation Funds Assets

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Daniel Alan Farrell

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001259627

Postcode

2000

Bachelor of Agricultural EconomicsDiploma of Financial ServicesDiploma of Financial ServicesGraduate Diploma of Financial Planning

DerivativesForeign Exchange

Is this you? Claim this listing →

Daniel Francis Zuman

FORTNUM PRIVATE WEALTH LTD

Not Registered

Experience

Since 2017 (9 years)

Registration #

001255206

Postcode

2000

Bachelor of Commerce (Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Daniel James Hill

PROFILE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256936

Postcode

2000

Diploma of Financial PlanningGraduate Certificate of FinanceAdvanced Diploma of Financial PlanningTax for financial advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel James Turner

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254346

Postcode

2000

Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association

Foreign Exchange

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Daniel Williams

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001258642

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Felicia Jamieson

MERIT WEALTH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

000405700

Postcode

2000

Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Chartered Accountant (CA)Self-Managed Superannuation Funds

Superannuation

Is this you? Claim this listing →

Hongyi (Henry) He

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001256608

Postcode

2000

Bachelor of Commerce (Professional Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Hung Phi Nguyen

VINARC PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001257045

Postcode

2000

Bachelor of CommerceEthics and Professionalism in Financial AdviceMargin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Israel

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001259392

Postcode

2000

Bachelor of CommerceBachelor of CommerceDiploma of Financial PlanningCore 1 Securities & Managed Investments

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Jo-Anne Nelson

UNITED ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254223

Postcode

2000

Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jonathan Eric Riley

EQUITY & SUPER PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001261704

Postcode

2000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Kerry Liberona

LIFE MAP FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256361

Postcode

2000

Bachelor of Business (Finance)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Advisor (Personal Advice)Direct, International equities and Listed Income Securities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kevin Houghton

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251678

Postcode

2000

Bachelor of Commerce (Financial Planning & Economics)FPC002B-Ethics and Professionalism in Financial AdviceAccredited Aged Care ProfessionalFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kristian Zuza

PROSPERITAS PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001259598

Postcode

2000

Bachelor of Business Major in Accounting Major Sub Major in Small Business AccountingDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)Margin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kristian Zuza

PROSPERITAS PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001259598

Postcode

2000

Bachelor of Business Major in Accounting Major Sub Major in Small Business AccountingDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)Margin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lisa Cave

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001253130

Postcode

2000

FNS50611 Diploma of Financial PlanningAdvanced Diploma of Financial Planning FNS60415Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Carroll

TOWERS WATSON AUSTRALIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001253189

Postcode

2000

Fellow of Institute of Actuaries of AustraliaInstitute of Actuaries of Australia

Superannuation

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Mark Boyd

CSW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260772

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Chartered AccountingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Cooper

KODA CAPITAL PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252474

Postcode

2000

ASX Accredited Derivatives AdviserSDIA Accreditation ProgramSDIA Margin Lending AccreditationGraduate Certificate of Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Mark Matejczuk

QI FINANCIAL PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255532

Postcode

2000

Bachelor of Financial AdvisingProvide advice in margin lendingProvide advice in self-managed superannuation fundsEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Matejczuk

RESOURCE SUPER PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255532

Postcode

2000

Bachelor of Financial AdvisingProvide advice in margin lendingProvide advice in self-managed superannuation fundsEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Martin Cameron Caramians

SIRA GROUP PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260904

Postcode

2000

Diploma of Financial AdvisingGraduate Diploma of Applied Finance and InvestmentMaster of Applied FinanceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Poynton

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001259352

Postcode

2000

LAW101FPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsFPC001B Economic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Richardson

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001256375

Postcode

2000

LAW101 Law, Business and SocietyLAW315 Taxation LawBachelor of CommerceDiploma of Financial Planning FNS50615

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael James Cooney

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252919

Postcode

2000

Graduate Certificate in Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael John English

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001254780

Postcode

2000

BA PsychologyBComm EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Miller

PARAGEM PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001251864

Postcode

2000

Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning5 Unit CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mitchell Cook

ORD MINNETT LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252889

Postcode

2000

RG146Resource EconomicsGraduate Diploma of Financial Planning

SuperannuationSecurities

Is this you? Claim this listing →

Paul Mark Selikman

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252634

Postcode

2000

Bachelor of Business AdministrationBachelor of Commerce and AccountingDiploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Peter Hodges

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001260510

Postcode

2000

Bachelor of BusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association

Foreign Exchange

Is this you? Claim this listing →

Rahul Narayan

STAMFORD (WEALTH MANAGEMENT) PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001259745

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Renee Souster

PLAYFAIRTAN PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256209

Postcode

2000

Bachelor of BusinessPS146 Compliance Gap TrainingMaster of Applied FinanceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Robert Chertok

AW FINANCIAL ADVISORY GROUP PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254261

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster Of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rowland Jiang

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252427

Postcode

2000

Bachelor of Science (Advanced Mathematics)Accredited Derivatives Adviser Level 1Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Salvatore La Cava

ORD MINNETT LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001251126

Postcode

2000

Accredited Derivatives Adviser Level 1Margin Lending Accreditation ProgramMaster of Applied FinanceSuperannuation Accreditation Program

SuperannuationLife InsuranceSecuritiesDerivatives

Is this you? Claim this listing →

Simon Karl Wulf

EFS ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254610

Postcode

2000

Bachelor of Business (Financial Planning)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Steven Mitchell

JBWERE LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001253271

Postcode

2000

Bachelor of Commerce (Accounting)Master of Applied FinanceEthics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Vinay Ramesh

KODA CAPITAL PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251073

Postcode

2000

Bachelor of Commerce (Professional Accounting)Core 1 Securities and Managed Investments Accreditation ProgramForeign Exchange Accreditation ProgramChartered Financial Analyst Program

SecuritiesForeign Exchange

Is this you? Claim this listing →

Won Sil Kang

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001259307

Postcode

2000

Bachelor of CommerceChartered Accountants Program/Graduate Diploma (ICAA)Master of TaxationDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Xavier Lo

AUSTRALIAN FINANCIAL ADVISORY GROUP PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251756

Postcode

2000

Bachelor of Applied FinanceMaster of Applied FinanceDiploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yashar Maghrebi

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258104

Postcode

2000

Diploma of Financial PlanningMaster of Commerce (Property Investment and Development)Graduate Diploma of Financial PlanningTFA Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aaron Christopher Wijesinghe

FISH TACOS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268675

Postcode

2000

Advanced Diploma of Financial PlanningDiploma of Financial PlanningBachelor of Applied Finance/Bachelor of EconomicsPrinciples of Australian Taxation Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aaron Zol

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271988

Postcode

2000

Bachelor of Business (Economics & Finance)Graduate Certificate in Financial PlanningFPC007BGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Abdul Farid Rahimi

CFS ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272062

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningBachelor of Commerce (Accounting)FPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Abeer Mehra

MERIT WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270063

Postcode

2000

Bachelor of Commerce (Accounting)Chartered Accountant (CA)SMSF Specialisation CourseSelf-Managed Superannuation Funds

Superannuation

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Akhil Cherian Francis

TRELLAN CAPITAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271139

Postcode

2000

Bachelor of CommerceMaster of Applied FinanceMaster of CommerceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Luke Allenby

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270939

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Ali Marashian

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

000329841

Postcode

2000

Bachelor of Applied FinanceBachelor of Economics (Banking & Finance)Diploma of Financial ServicesFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Alka Kalasabail

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268845

Postcode

2000

Bachelor of Applied Finance/Bachelor of EconomicsDiploma of Financial Planning (FNS50615)Certified Financial PlannerFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amanda Renee Halse

IA ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263401

Postcode

2000

Diploma of Financial MarketsDiploma of Financial PlanningAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Amber Jing Jing Lin

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001270959

Postcode

2000

Diploma of BusinessBachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andersen Lee

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001269837

Postcode

2000

Bachelor of CommerceBachelor of EconomicsFPC002B Ethics and Professionalism in Financial AdviceChartered Financial Analyst Program

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Angelo Biviano

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271067

Postcode

2000

Bachelor of MathematicsGraduate Diploma in Financial PlanningProfessional Certificate in SMSFCert IV Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Joseph Ventura

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269437

Postcode

2000

BACHELOR OF APPLIED FINANCEBACHELOR OF ECONOMICSACCREDITED DERIVATIVES ADVISER 1 & 2Core 1 Securities & Managed Investments Accreditation Program

SuperannuationSecuritiesDerivatives

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Andrew Tate

SWITZER FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261293

Postcode

2000

Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Angela Aspinall

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272781

Postcode

2000

Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Financial PlanningSMSF Specialist Advisor Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Joseph Leto

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267788

Postcode

2000

Bachelor of Commerce and Bachelor of LawsForeign Exchange Accreditation ProgramGraduate Certificate of FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Anuja Gupta

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271409

Postcode

2000

Bachelor of Business Information SystemMaster of Business Administration (Advanced) (Finance)FPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ashlee Bunyan

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268101

Postcode

2000

Ethics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial LawFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ashleigh Richardson

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269995

Postcode

2000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Barton Lynch

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270984

Postcode

2000

Bachelor of BusinessAdvanced Diploma of Financial PlanningCommercial LawEthics and Professionalism in Financial Advice

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Benjamin Hackett

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269770

Postcode

2000

DIPLOMA OF FINANCIAL PLNNINGBachelor of CommerceAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Benjamin James Judd Neal

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270745

Postcode

2000

Bachelor of Commerce (Finance, Financial Planning)Bachelor of CommerceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Malkki

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273336

Postcode

2000

Bachelor of Commerce (Finance & Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Bishal Chhetri

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263156

Postcode

2000

Diploma of Financial PlanningAccredited Listed Product Adviser ProgramCertified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Blake Alexander Wendt

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270913

Postcode

2000

Bachelor of Business and CommerceAccredited Listed Product Adviser ProgramMaster of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Brandon James Anderson

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263362

Postcode

2000

Bachelor of CommerceEthics and Professionalism in Financial Advice

Superannuation

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Branislav Vlacic

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265292

Postcode

2000

Bachelor of Commerce (Economics)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Cameron (James) Crawford

PARASOL ADVISORY PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273197

Postcode

2000

Bachelor of Commerce (Marketing)Tier OneMargin Lending AccreditationMASTER OF APPLIED FINANCE

SecuritiesDerivativesGovernment Debentures

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Catherine Kayess

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272101

Postcode

2000

Bachelor of Business (Business Administration)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Chao Li

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265669

Postcode

2000

BSB111.4 Business Law and EthicsBachelor of BusinessMaster of AccountingDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chi Vivi Chen

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272559

Postcode

2000

Corporations and Business Associations LawTaxation LawMasters of Professional Accounting (Extension)RG146 Compliance and the SMSF Association SSA Examination

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Ching Pong Jeffrey Chien

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272947

Postcode

2000

Bachelor of CommerceChartered Financial AnalystDiploma of Financial PlanningDFP5v4 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chris Hickey

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273423

Postcode

2000

Bachelor of Medical ScienceGraduate Certificate of FinanceRelevant Provider ExamGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Christie Britten

FOCUS PARTNERS WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263532

Postcode

2000

Diploma of Financial Services (FNS50104)Tax for Financial AdvisingAdvanced Diploma of Financial Planning (FNS60415)Ethics & Professionalism

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Christopher David Smith

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271256

Postcode

2000

Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

Securities

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Christopher John Yarrington

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269273

Postcode

2000

Bachelor of ArtsCertified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Clive Levinthal

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270104

Postcode

2000

Bachelor of ScienceChartered Financial Analyst (CFA)RG146 Compliance Requirements (Tier 1)DFP5v5 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cody Nicholas Findlay

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270657

Postcode

2000

Bachelor of Applied Finance with the degree of Bachelor of EconomicsFNS50615 Diploma of Financial PlanningCertified Financial Planner (CFP)Master of Financial Planning

Superannuation

Is this you? Claim this listing →

Courtney Morrow

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269639

Postcode

2000

FNS50611 Diploma of Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Courtney Morrow

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269639

Postcode

2000

FNS50611 Diploma of Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Dale Shanahan

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269514

Postcode

2000

Bachelor of Business (Accounting and Taxation Law)Master of Applied FinanceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Dale Shanahan

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269514

Postcode

2000

Bachelor of Business (Accounting and Taxation Law)Master of Applied FinanceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Damian Campbell

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001266978

Postcode

2000

Diploma of financial planningGraduate diploma of applied finance and investmentEthics and professionalism in financial adviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel James Morrison

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001269872

Postcode

2000

Advanced diploma of financial planningBachelor of business (finance and economics)Ethics and professionalism in financial adviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel John Creagan

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269941

Postcode

2000

Bachelor of Economics (Finance & Econometrics)Diploma of Financial PlanningMaster of Applied Finance (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel John Williams

ZEBRA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261870

Postcode

2000

Tier 1 Margin LendingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel John Williams

ZEBRA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261870

Postcode

2000

Tier 1 Margin LendingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniella Mascarello

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271614

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningMargin LendingFPC002B

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Danielle Carpenter

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001261986

Postcode

2000

Bachelor of commerce (Financial Planning and human resource management)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darren Topps

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272647

Postcode

2000

Bachelor of Arts in Finance, Accounting & ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

David Bede Greenfield

F PALMER & M E PALMER

Registered

Experience

Since 2018 (8 years)

Registration #

001269243

Postcode

2000

Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

David Macedone

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273076

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial AdviceAustralian Financial Markets Association

DerivativesForeign Exchange

Is this you? Claim this listing →

Davone Saycocie

LOYALTY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269742

Postcode

2000

Diploma of Financial ServicesGraduate Diploma of Financial PlanningSMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dean Horwitz

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264588

Postcode

2000

Bachelor Of EconomicsBachelor of Applied FinanceMaster of EconomicsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Deborah Harbrow

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268869

Postcode

2000

Bachelor of Business (Finance)Diploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Denise Jeanne Woodward

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269696

Postcode

2001

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Diane Elizabeth Somerville

DELOITTE ACTUARIES & CONSULTANTS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001241148

Postcode

2000

Bachelor of EconomicsSuperannuationGraduate Diploma Financial PlanningFellow of the Institute of Actuaries of Australia (FIAA)

SuperannuationLife InsuranceLife InvestmentSecurities

Is this you? Claim this listing →

Die Jane Hu

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269900

Postcode

2000

Master of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningClient Engagement Strategies

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Die Jane Hu

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269900

Postcode

2000

Master of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningClient Engagement Strategies

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Divagni Dharshana Naidu

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271072

Postcode

2000

Bachelor of Applied Finance with Bachelor of CommerceFNS50615 Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Donna Maree Johnstone

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272727

Postcode

2000

Bachelor of Business (Finance)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Edward Hellier

CANACCORD GENUITY FINANCIAL LIMITED

Not Registered

Experience

Since 2018 (8 years)

Registration #

001272985

Postcode

2000

RG146Bachelor of Commerce

SecuritiesDerivatives

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Edward Mcalpin Watson

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272819

Postcode

2000

Bachelor of BusinessMaster of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Ekta Ashokkumar Lalwani

AWM SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272262

Postcode

2000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Emma Hicks

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270633

Postcode

2000

Bachelor of BusinessAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Eric Quak

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271759

Postcode

2000

Bachelor of ScienceGraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Ethan Marsters

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273070

Postcode

2000

Bachelor of Arts (Politics)Bachelor of Business (Banking and Finance)Graduate Diploma of Financial Planning

Foreign Exchange

Is this you? Claim this listing →

Evan Cormack

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269645

Postcode

2000

Diploma Financial Planning FNS50615Advanced Diploma Financial Planning FNS60415Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Gavin David Glozier

VINARC PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265460

Postcode

2000

Diploma Of Financial ServicesAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSelf Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gerard Edward Casim

CFS ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265743

Postcode

2000

Bachelor of Applied Finance with the degree of Bachelor of EconomicsFNS50615 Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Gia Bao Chau

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270982

Postcode

2000

FOUNDATION STUDIESBusinessCore 1Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Grace Xiao Fen Bacon

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272735

Postcode

2000

Bachelor of CommerceCertified Financial PlannerMargin LendingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Greeshma Girish

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001272089

Postcode

2000

Bachelor of Commerce (Accounting)Diploma of Financial PlanningGraduate diploma of financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Greg Ilan Shar

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271936

Postcode

2000

Bachelor of Commerce (Accounting and Finance)CPA Program Professional Level (including Personal Financial Planning and Superannuation)Securities and Managed Investments Program (DFP4)Tax for Financial Advising Course

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Hamish Garth Ninham

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269504

Postcode

2000

Bachelor of Commerce (International Business)Bachelor of EconomicsMaster of Commerce (Applied Finance)FNS50611 Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hayden Ronald Witts

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262095

Postcode

2000

Bachelor of Commerce (Finance and Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hristijan Karevski

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272188

Postcode

2000

Bachelor of BusinessEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Huw Smith

FORTITUDE PRIVATE WEALTH PTY LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001271817

Postcode

2000

Bachelor of Applied FinanceBachelor of EconomicsDFP 1 Financial Planning FundamentalsDFP 2 Insurance and risk protection

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ian Robert Bell

FISH TACOS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271882

Postcode

2000

Bachelor of Commerce (Accounting & Financial Planning)Certificate in Applied TaxChartered Accountants ProgramEthics + Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Inderjit Singh

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001241129

Postcode

2000

Diploma of SuperannuationDiploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife Insurance

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Jackie Tsai

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001306989

Postcode

2000

Bachelor of Commerce (Accounting and Finance)Ethics and Professionalism in Financial AdviceClient Engagement SkillsEconomic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Jackson Tidswell

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271864

Postcode

2000

Bachelor of Commerce (Economics)RG 146 CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jacqueline Sarah Downham

TOWERS WATSON AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270113

Postcode

2000

Fellow of Institute of Actuaries (UK)Fellow of Institute of Actuaries of AustraliaInstitute of Actuaries (UK)Institute of Actuaries of Australia

Superannuation

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James Andrew Okeefe

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269990

Postcode

2000

Diploma of Financial Services (Financial Planning)Master of Applied FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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James Harley Chalmers

ETHINVEST PTY. LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268181

Postcode

2000

Bachelor of PhysiotherapyMaster of Public HealthDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Ivan Weir

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272317

Postcode

2000

Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Justin Henty Byrne

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269608

Postcode

2000

Master of Business Administration (Finance)FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Vincent Smith

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269894

Postcode

2000

FNS50615 Diploma of Financial PlanningSMSF Specialist Advisor ProgramTFAv1 Tax for Financial AdvisingGraduate Diploma of Financial Planning.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Patrick O'Connell

STRATEGIC FINANCIAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269423

Postcode

2000

QFA Diploma in Financial AdviceRO4 U.K. Pension and Retirement PlanningAdvanced Diploma of Financial Planning (FNS60415)Pension Transfers & Planning Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jeffrey Huynh

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001266234

Postcode

2000

Bachelor of Commerce (Accounting)Accredited Derivatives Adviser Level OneGraduate Diploma of Financial Planning

SuperannuationSecurities

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Jenny Truong To

STRATEGIC FINANCIAL ADVISERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001273100

Postcode

2000

Bachelor of Arts (International Relations)Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jialu Liang

HK FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271824

Postcode

2000

Master of CommerceMaster of Professional AccountingDerivatives (General Advice)Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jing Wen Drummond

MONEYCLIP MANAGEMENT PTY LTD

Not Registered

Experience

Since 2018 (8 years)

Registration #

001270545

Postcode

2000

Advanced Diploma of AccountingDiploma in Financial PlanningCertificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joel Tilbrook

F PALMER & M E PALMER

Registered

Experience

Since 2018 (8 years)

Registration #

001263282

Postcode

2000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC003 Superannuation and Retirement Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

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John George Albert Menezes

CU FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273015

Postcode

2000

Bachelor of CommerceCOMPANY LAW & TAXATIONCPA Program Professional LevelDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Robert Granger

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269888

Postcode

2000

Bachelor of Commerce (Finance)Diploma of Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Graduate Diploma of Financial Planning.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Scott Coombe

CRYSTAL WEALTH PARTNERS LTD

Registered

Experience

Since 2018 (8 years)

Registration #

000404242

Postcode

2000

Bachelor of CommerceDiploma of Financial Services (Financial Markets)Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John-Paul Righetti

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264029

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Jon Cousins

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267281

Postcode

2000

ADA 1 & 2Bachelor of Business (Finance)/Bachelor of EngineeringSuperannuationProfessional Diploma in Securities and Derivatives

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Jonathon Nicholas Fragakis

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272874

Postcode

2000

Bachelor Business AdministrationEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Jordan Peel Berger

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263083

Postcode

2000

BACHELOR OF ECONOMICSDIPLOMA OF FINANCIAL PLANNINGGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Julien Francois Laurent Renard

OPULON PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272539

Postcode

2000

Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Super Fund AccreditationMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justine Margaret Mcglynn

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272738

Postcode

2000

Certificate in Financial MarketsMaster of Business in FinanceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kalaichelvi Aravindan

KODA CAPITAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264650

Postcode

2000

Graduate Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecurities

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Karl Von Sanden

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265583

Postcode

2000

COMMLAW2500COMMLAW3500Bachelor of Commerce (Corporate Finance)Accredited Derivatives Adviser Level 1

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Katherine Marie Calvisi

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269637

Postcode

2000

Bachelor of Business with Credit (Accounting and Finance)Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingFPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Katherine Marie Calvisi

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269637

Postcode

2000

Bachelor of Business with Credit (Accounting and Finance)Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingFPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Khalil (Charlie) Daher

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263182

Postcode

2000

Bachelor of Business (Financial Planning)Bachelor of Commerce (Accountancy)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kieran Axtens

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269274

Postcode

2000

Bachelor of AviationRG146Masters of Business AdministrationFinancial Planning

SuperannuationLife InsuranceSecurities

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Kim Baxter

CAPELLA ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265411

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningMargin Lending AccreditationSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kristen Catherine Agius

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271942

Postcode

2000

Diploma of Financial PlanningBachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Laura Coneliano

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269733

Postcode

2000

Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningCore 1 Securities & Managed Investments Accreditation

SuperannuationSecuritiesGovernment Debentures

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Luke Branagan

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269041

Postcode

2000

Bachelor of Arts, Major in Social ScienceGraduate Certificate in Social ImpactCore 1 Securities and Managed Investments Accreditation ProgramGraduate of the Australian Institute of Company Directors

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Fussell

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001271506

Postcode

2000

Graduate Diploma of Financial PlanningTFA Tax for Financial Advising

SecuritiesGovernment Debentures

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Luke Herzog

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269528

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Luying Guo

STRATEGIC FINANCIAL ADVISERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268777

Postcode

2000

Master of CommerceDiploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marcus Thistleton

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271912

Postcode

2000

Bachelor of Commerce (Finance and International Business)Diploma of Financial PlanningAccredited Listed Product Adviser ProgramAustralian Taxation Law for Tax (Financial) Advisers

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Maria Mariel Tiglao

NEWELL PALMER SECURITIES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271055

Postcode

2000

Bachelor of BusinessAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceTax for Financial Advising

SuperannuationLife InsuranceSecuritiesRSA Products

Is this you? Claim this listing →

Martin William Van Rooy

FISH TACOS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267840

Postcode

2000

Bachelor of Commerce (Financial Planning and Accounting)Master of Applied Finance (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Ryan Doyle

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273276

Postcode

2000

Bachelor of Economics and Social Sciences (Economics)Juris DoctorAccredited Derivatives Adviser 2Accredited Derivatives Adviser Level 1

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Maximilian Rees

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272913

Postcode

2000

Bachelor of FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Meera Rayarel

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272921

Postcode

2000

Diploma of Financial PlanningBachelor of Business (Finance)Commercial LawFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Meiyin Li

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269292

Postcode

2000

Bachelor of Commerce (Accounting & Finance)FNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Melissa Jane Rethati

ALTUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270970

Postcode

2000

Bachelor of Business Major in Accounting Major in Financial PlanningTax AgentAECL001 Corporations and Trusts Law5 Unit CFP Certification Program

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Michael Luke Zaia

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272982

Postcode

2000

Bachelor of CommerceDiploma of Financial Planning (DFP1-3)Securities, Derivatives and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Miller

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268476

Postcode

2000

Bachelor of ArtsDiploma of Financial MarketsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Paraskevopoulos

SOVEREIGN OAK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270914

Postcode

2000

Bachelor of Economics and FinanceDiploma of Financial PlanningEthics + Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Min Yan

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267063

Postcode

2000

Master of AccountancyFNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Min Yan

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267063

Postcode

2000

Master of AccountancyFNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mitchell Patrick Bogdanov

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271977

Postcode

2000

Bachelor of Commerce (Finance & Financial Planning)Ethices and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Natalie Berrell

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268606

Postcode

2000

Bachelor of Commerce (Finance and Commercial Law)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Natalie Berrell

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268606

Postcode

2000

Bachelor of Commerce (Finance and Commercial Law)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nathan Michael Perks

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265829

Postcode

2000

Bachelor of Arts with Bachelor of CommerceFNS50615 Diploma of Financial PlanningDFPv4 Tax for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nathan Michael Perks

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265829

Postcode

2000

Bachelor of Arts with Bachelor of CommerceFNS50615 Diploma of Financial PlanningDFPv4 Tax for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Edward Chatterton

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272900

Postcode

2000

Bachelor of Commerce (Accountg & Finance)Diploma of Financial PlanningAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Nicole Bendeich

ADVICEIQ PARTNERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272570

Postcode

2000

Certificate III in Financial ServicesCertificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Graduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Oliver John Mayo

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269503

Postcode

2000

Bachelor of Science (Business & Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Advanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Olivia Core

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273084

Postcode

2000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial AdviceAFMA Accredited Dealer

Derivatives

Is this you? Claim this listing →

Patrick Hoult

RIVER X FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269431

Postcode

2000

Diploma of Financial ServicesAccredited Derivatives Adviser Level 1 (ADA1)Accredited Derivatives Adviser Level 2 (ADA2)Bachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Paul Anthony Cupic

BENTLEYS FINANCIAL SERVICES NSW PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262484

Postcode

2000

Bachelor of CommerceSpecialist SMSF courseEthics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul John Gubecka

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270101

Postcode

2000

Bachelor of CommerceBachelor of LawsCertified Practising Accountant (CPA)Certified Practising Accountant (CPA)

SuperannuationLife Insurance

Is this you? Claim this listing →

Peter Haskins

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273328

Postcode

2000

Bachelor of CommerceASIC PS146 ComplianceGraduate Diploma of Financial PlanningMaster of Applied Finance

Securities

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Peter Haskins

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273328

Postcode

2000

Bachelor of CommerceASIC PS146 ComplianceGraduate Diploma of Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter James Willett

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269884

Postcode

2000

Diploma of Financial AdvisingMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Peter Schokman

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272283

Postcode

2000

Master of Business (Finance)Diploma Financial Planning FNS50615Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Qi Jin

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001271965

Postcode

2000

Master of commerce (accounting)Diploma of Financial PlanningEthics and professionalism in financial adviceAdvanced diploma of financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rae Louise Jacka

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271376

Postcode

2000

Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Rafi Jinnat

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272139

Postcode

2000

Bachelor of Economics (Economic Analysis and Policy)Diploma of Financial PlanningAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Renee Condylis

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263795

Postcode

2000

Bachelor of Agricultural EconomicsDiploma of Financial PlanningAdvanced Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Reuben Sachithanandan

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269692

Postcode

2000

Bachelor of Business (Professional Accounting)Diploma of Financial PlanningCertificate IV in Finance & Mortgage BrokingGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Rhys Harley Yarran Springer

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269248

Postcode

2000

Diploma of Financial PlanningALPA Accredited Listed Product AdviserSuper Concepts Specialist SMSF Online CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Robert Henry Dravers

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273562

Postcode

2000

The Certified Diploma in AccountingAdvanced Diploma of Financial PlanningDiploma Of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Robert Leo Ackermann

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273296

Postcode

2000

Bachelor of Business in Hotel ManagementGraduate Diploma in Applied Finance and InvestmentMaster of Commerce in Professional AccountingMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Robin Eddie

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270901

Postcode

2000

Bachelor of Applied Commerce majoring in Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Sadia Baig

EFS ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

000471601

Postcode

2000

Bachelor of Business and CommerceMasters in International Banking, Finance and EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sakshi Bagaria

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267240

Postcode

2000

Bachelor of Science (Class Honours in Economics and Finance)Diploma of Financial Planning (FNS50615)FPC002BFPC001B

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Salvatore Paul Miceli

FISH TACOS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261904

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of CommerceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Samuel Jones

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001272197

Postcode

2000

HBL111Bachelor of Business (International Business)FPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice

SecuritiesGovernment Debentures

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Samuel Thomas Hunt

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270427

Postcode

2000

BLW14 Business LawBLW32 Introduction to Australian Tax LawBachelor of Business (Financial Planning)Accredited Listed product Adviser Program (ALPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Wales

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271990

Postcode

2000

Bachelor of Commerce (Finance) & ArtRG146Accredited Derivatives Adviser Level 2FPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Sandra Belindis Labio

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270078

Postcode

2000

Bachelor of BusinessDiploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sebastian Joseph Wolf

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269641

Postcode

2000

Bachelor of Business AdministrationDiploma of Financial PlanningDFP5v4 Tax for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Andrew Kennealy

FISH TACOS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265494

Postcode

2000

Bachelor of CommerceCavendish & ICFS Specialist SMSF CourseGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Anthony O'Connor

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001263047

Postcode

2000

Risk ManagementSuperannuation & Retirement PlanningGraduate Certificate in Applied FinanceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Soheil Naderi

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272878

Postcode

2001

B Applied FinanceChartered Financial analystGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Stephanie Liah Broom

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272169

Postcode

2000

Bachelor of Commerce (Financial Planning)Bachelor of LawsGraduate Diploma in Legal Practice

SuperannuationLife Insurance

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Stephen Paul Rogers

RIVER X FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270284

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Stephen Robinson

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269173

Postcode

2000

Bachelor of Commerce Financial Planning and FinanceEthics and Professionalism in Financial Advice

Superannuation

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Stephen Walker

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272484

Postcode

2000

Bachelor of Business majoring in AccountingMaster of Financial PlanningEthics and Professionalism in Financial Advice

Superannuation

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Stuart Peter West

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270697

Postcode

2000

Bachelor of CommerceFNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tara Davies

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263310

Postcode

2000

FNS41811 Certificate IV in Financial ServicesFNS50611 Diploma of Financial PlanningFNS41011 Certificate IV in Banking ServicesTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Heenan

ACCRU FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271794

Postcode

2000

Bachelor of CommerceFamily SMSF Advisor RG146 CourseChartered Accountant ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas John Simpson

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001266924

Postcode

2000

Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association

DerivativesForeign Exchange

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Timothy James Gunning

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272143

Postcode

2000

Superannuation and Retirement PlanningASX/ACH Responsible ExecutiveCore 1Relevant Provider Exam

SuperannuationSecuritiesGovernment Debentures

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Tjay Ratnawardana

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267476

Postcode

2000

Bachelor of Applied Finance (Economics)Advanced Diploma of Financial Planning FNS60415RG146 Tier 1 Margin LendingGraduate Diploma in Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Tony Snoyman

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

000264295

Postcode

2000

Bachelor of ScienceBachelor of Science with HonoursRegulatory 146 (Managed Investments, Superannuation and Self-Managed Superannuation Funds)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tracy Ann Ferguson

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271391

Postcode

2000

Diploma Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association

DerivativesForeign Exchange

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Tu Anh Duong

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272904

Postcode

2000

Bachelor of Business (Finance)Graduate Certificate of Financial PlanningGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment Debentures

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Ung Quyen Quach

CENTURION ADVISORS AFSL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266233

Postcode

2000

Bachelor of BusinessSelf Managed Superannuation Fund Adviser Education ProgramDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vaughan Stephen Hain

ETHINVEST PTY. LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268182

Postcode

2000

Master of Business in Accounting and FinanceDiploma of Financial PlanningTax For Financial AdvisingAdvanced Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Vera Lin

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001266123

Postcode

2000

Bachelor of Commerce (Finance)ADA 1 & 2SUPERANNUATIONDiploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Viet Thai Dao

EMPOWER WEALTH FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261685

Postcode

2000

Bachelor of Commerce (Accounting and finance)Diploma of Financial PlanningAdvanced diploma in financial planningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vivian Rudra

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272999

Postcode

2000

Bachelor of Applied FinanceDiploma of Financial PlanningDFP5v3 Tax fo Financial AdvisingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Warren Maxwell Dunne

SENTINEL WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001264504

Postcode

2000

Bachelor of BusinessDiploma of Fiancial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wasala Mudiyanselage Charitha Prasann Wasala

GPS WEALTH LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266708

Postcode

2000

Bachelor of ScienceChartered Management AccountantChartered Practising Accountant (CPA)Advanced Diploma of Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Edward Hunter

URE LYNAM FINANCIAL SERVICES PTY. LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270902

Postcode

2000

Bachelor of BusinessGraduate Diploma of Chartered AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

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William Mackay Johnston

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272565

Postcode

2000

Bachelor of Commerce (Management Accounting & Business Law, Financial Accounting)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMargin Lending Specialist

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Yvonne Ying En Chu

RESOLUTION LIFE AUSTRALASIA LIMITED

Not Registered

Experience

Since 2018 (8 years)

Registration #

001270907

Postcode

2000

Bachelor of Applied Finance with Bachelor of Commerce (Actuarial Studies)Diploma of Financial PlanningFinancial Services (Financial Planning)

SuperannuationLife InsuranceLife Investment

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Vaughn Andre Brand

THE FAMILY WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2020 (6 years)

Registration #

001281803

Postcode

2000

Postgraduate Diploma in Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006 Tax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony John Zaman

AFSL LICENSEE PTY. LTD.

Registered

Experience

Since 2021 (5 years)

Registration #

001285828

Postcode

2000

Graduate Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist AdvisorSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ashleigh Rose Eberhard

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001289509

Postcode

2000

LAW1101 Introduction to Law + LAW2106 Law of Business OrganisationsMLC301 Principles of Income Tax LawBachelor of Commerce (Financial Planning major)FPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Doo Hee Kim

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001283942

Postcode

2000

Bachelor of Applied Finance and EconomicsMaster of Financial PlanningMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Jonah Sukkar

HOXTON CAPITAL MANAGEMENT (AUSTRALIA) PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001293263

Postcode

2000

Bachelor of Commerce Professional AccountingCommercial and Corporations LawTaxation LawGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Andrew Aitken

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001293590

Postcode

2000

Bachelor CommerceGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningSpecialist SMSF Online

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nayyar Hayat

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001293549

Postcode

2000

Bachelor of ScienceAssociate MembershipCertified Practising AccountantFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Edmund Whelan

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001284742

Postcode

2000

Advanced Diploma of Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

Superannuation

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Thomas Lyon

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001282369

Postcode

2000

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceGrad Dip of Psychological Science

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Lyon

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001282369

Postcode

2000

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceGrad Dip of Psychological Science

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy James Manwaring

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001283284

Postcode

2000

Bachelor of Applied Finance/Bachelor of CommerceALPAFPC002BSMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Xiao Fei Max Song

TRELLAN CAPITAL PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001289398

Postcode

2000

Bachelor of Commerce in Accounting and FinanceEthics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adrian Stephen O'Brien

HOXTON CAPITAL MANAGEMENT (AUSTRALIA) PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293651

Postcode

2000

Certificate IV in BusinessDiploma of Finance and Mortgage Broking ManagementGraduate Certificate of Applied FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Barnaby Matthews

MACQUARIE BANK LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001283500

Postcode

2000

Bachelor of Business (Marketing & Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Master in FinanceDiploma of Financial Planning

SecuritiesGovernment Debentures

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Barnaby Matthews

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001283500

Postcode

2000

Bachelor of Business (Marketing & Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Master in FinanceDiploma of Financial Planning

SecuritiesGovernment Debentures

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Brett Mccrae

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001297268

Postcode

2000

Economics and Finance (Honours)FPC002B Ethics and Professionalism in Financial AdviceFPC006 tax and commercial law in financial planningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christian Anthony Saffioti

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294004

Postcode

2000

Bachelor of Economics and FinanceGraduate Diploma of Financial PlanningMargin Lending

SuperannuationSecuritiesGovernment Debentures

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Christopher Vlahos

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001292972

Postcode

2000

Bachelor of Commerce (Marketing and Finance)Advanced Diploma of Financial Planning (FNS60415)FPC002B-Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Collins

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294811

Postcode

2000

Bachelor of Accounting and FinanceGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David John Sellers

ALTERIS FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001294725

Postcode

2000

Bachelor of CommerceMaster of Business AdministrationGraduate Certificate in Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Imke Steyer

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294095

Postcode

2000

Graduate Diploma Financial PlanningTFAv1 Tax for Financial AdvisingCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Janelle Louise Brady

DOCTORS FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001296034

Postcode

2000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

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Joel Vincent Fricker

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001292002

Postcode

2000

Bachelor of Applied FinanceDiploma of Financial PlanningMaster of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Karlson Tan

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294690

Postcode

2000

Bachelor of Business (majoring in Finance and Economics)Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Langhein

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001295254

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Financial PlanningMargin Lending Specialist

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Michael Hart

QI FINANCIAL PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001294006

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Nicholas William Block

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001294054

Postcode

2000

Bachelor of FinanceMaster of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Prue Catherine Cheeseman-Goodes

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001291919

Postcode

2000

B BusinessChartered AccountantAccredited Listed Product Adviser ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sarah Louise Sheehan

KODA CAPITAL PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001295688

Postcode

2000

Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Serratore

ADVICEIQ PARTNERS PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001292965

Postcode

2000

Bachelor of BusinessMaster of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yanni Mavrikis

JBWERE LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001285636

Postcode

2000

Bachelor of Commerce (Finance and Financial Planning)Certificate IV in Finance and Mortgage BrokingEthics and Professionalism in Finanical AdviceCFP Certification Program

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Aaron John Caldwell

MERCURY PRIVATE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298249

Postcode

2000

Bachelor of CommerceAccredited Listed Product Adviser ProgramMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Aaron Skow

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001300847

Postcode

2000

Bachelor of Applied Finance and EconomicsMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew David Onishe

SENTINEL WEALTH MANAGEMENT PTY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001294558

Postcode

2000

Revenue Law & Business LawBachelor of CommerceGraduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Annalise Jasmine Blackshaw

PLAYFAIRTAN PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297750

Postcode

2000

Bachelor of Property and Sustainable DevelopmentGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Benjamin John Nicholson

EVARO WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297966

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Jon Dawson

AVALONFS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302774

Postcode

2000

Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bryce Johansen

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001300891

Postcode

2000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cameron Hugh Philpot

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001300890

Postcode

2000

Business Administration with concentration on finance/economicsClient Engagement SkillsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Charlie Robert Warner

PROFILE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298834

Postcode

2000

Bachelor of Commerce (Financial Planning)Introduction to business lawRevenue law: Theory and policy in action and Taxation planningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christian Edward Beddoe

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001300877

Postcode

2000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Kirk

WEALTH TODAY PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001300882

Postcode

2000

Graduate Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Davin Kim

WALKER LANE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001295447

Postcode

2000

Bachelor of Commerce (Business Economics and Finance)Master of FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elizabeth Amy Wise

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301195

Postcode

2000

Introduction to Law (LEGL101 Commercial Law)Bachelor of CommerceGraduate Diploma of Financial PlanningTax and Commercial Law in Financial Planning (FPC006 Taxation Law)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ethan Stein

MONTARA SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001296175

Postcode

2000

Business Law and Ethics (BSB111)Commerce majoring in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jake Levi Blumberg

ORD MINNETT LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001302799

Postcode

2000

Bachelor of Commerce (Economics & Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Jonathon Bolt

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001303216

Postcode

2000

Bachelor of Applied Finance with a degree of Bachelor of EconomicsGraduate Diploma of Financial PlanningMaster of applied Finance (financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julia Parsons

MACQUARIE BANK LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001303653

Postcode

2000

Bachelor of Business with CreditDiploma of Financial Services (Financial Planning)Tier 1 Managed InvestmentsTier 1 Securities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kyle Boulden

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001298048

Postcode

2000

Graduate Diploma of Financial PlanningNational DTR Accreditation Program (Cash Equities)National DTR Accreditation Program (Derivatives)Chartered Financial Analyst Institute (CFA Institute)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Leah Cameron

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001296314

Postcode

2000

Graduate Diploma of Financial PlanningEthics & Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leah Cameron

MULTIFORTE GROUP PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001296314

Postcode

2000

Graduate Diploma of Financial PlanningEthics & Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lewis Parras

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301681

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lucy Claxton

FUTURE GROUP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297610

Postcode

2000

Accredited Aged Care ProfessionalGraduate Diploma of Financial Planning

SuperannuationLife Insurance

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Matteo Valentini

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001298420

Postcode

2000

Bachelor of Economics and Bachelor of CommerceGraduate Diploma of Chartered AccountingGraduate Diploma of Financial PlanningRelevant Provider Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Miles Geoffrey Granger Mclennan

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001303349

Postcode

2000

Bachelor of Business (Accounting and Finance)Core 1Margin Lending AccreditationGraduate Diploma in Financial Planning

SecuritiesGovernment Debentures

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Peter Nevill

VIOLA PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302587

Postcode

2000

Bachelor of Management (Marketing & Commercial Law majors)Graduate Diploma Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ratu Jone Navitalai Ravetali

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299359

Postcode

2000

Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningAccredited Aged Care ProfessionalLimited Recourse Borrowing Arrangements

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ratu Jone Navitalai Ravetali

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299359

Postcode

2000

Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningAccredited Aged Care ProfessionalLimited Recourse Borrowing Arrangements

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryan James Halliday

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301596

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFPE011 Debt Strategies

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sophie Dunn

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001299464

Postcode

2000

Graduate Diploma for Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Thomas David Beecheno

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001301201

Postcode

2000

LAW101 Law, Business & SocietyACCY228 Taxation for Financial PlannersBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy Brian Lea

FISH TACOS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001306165

Postcode

2000

Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tom Oryl

KODA CAPITAL PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001288242

Postcode

2000

Bachelor of CommerceTier 1 Securities and Managed Investments Personal AdviceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Varjeet Nagra

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299295

Postcode

2000

CommerceSMSF Specialist Advisor (SSA)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Virginia Ciara Block

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001305122

Postcode

2000

Bachelor of Applied EconomicsFPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and commercial law for financial planningFPE020 Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Xiaodan Lin

DAVID W LEE & ASSOCIATES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298746

Postcode

2000

Graduate Diploma of Financial PlanningChartered Financial Analyst Institute (CFA Institute)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Richard Gauci

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001300960

Postcode

2000

Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds Course (FPE016)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Aishwarya Milind Joshi

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001299055

Postcode

2000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation courseSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Anthony Peter Mcinnes

PARAGEM PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001297660

Postcode

2000

Bachelor of Commerce (Economics)Bachelor of Science (Physics)Master of Applied FinanceAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brandon Hyunwoo Jeon

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307328

Postcode

2000

Bachelor of Economics in Economics and FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Caleb Daniel Smith

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001302250

Postcode

2000

Bachelor of Business AdministrationMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Callum Bryant

ORD MINNETT LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308282

Postcode

2000

Bachelor of Commerce (Finance)Bachelor of EconomicsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Chloe Elizabeth Franks

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306154

Postcode

2000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Commerce (Financial Planning)SMSF Regulations and Taxation Course

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Claire Deanna Tamine

STRATEGIC ADVICE AUSTRALIA PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001297392

Postcode

2000

Graduate Diploma of Financial PlanningCommercial LawFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Clarissa Helen Tai

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001311311

Postcode

2000

Graduate Diploma in Financial PlanningCertified Financial PlannerSMSF Specialist Advisor ProgramMaster of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Corbin Arthur Edgar

ORD MINNETT LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304412

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Daniel James O'Connell

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304429

Postcode

2000

Bachelor of CommerceMaster of Financial PlanningFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel James O'Connell

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304429

Postcode

2000

Bachelor of CommerceMaster of Financial PlanningFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dean Cowdroy

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001305377

Postcode

2000

Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Harry Jason King

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001310097

Postcode

2000

Graduate Diploma in Financial PlanningAccredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Harry Soward

JBWERE LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307281

Postcode

2000

Bachelor of Business and CommerceMaster of FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Hayden Wong

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001304205

Postcode

2000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Jasmyn Lorraine Stekovic

THE PRINCIPAL EDGE PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001299427

Postcode

2000

Bachelor of Business and Commerce (Property)FPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and commercial law for financial planningGraduate of Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeremy Ferrer

ORD MINNETT LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308271

Postcode

2000

Graduate Diploma in Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Jessy Wang

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001310570

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Denes Fredkin

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303718

Postcode

2000

Graduate Diploma of Financial PlanningBorrowingMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joshua Denes Fredkin

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303718

Postcode

2000

Graduate Diploma of Financial PlanningBorrowingMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kaye Zhuqing Zhang

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309120

Postcode

2000

Bachelor of CommerceMaster of Financial ManagementGraduate Diploma in Financial PlanningCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kieren O'Keefe

IA ADVICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307838

Postcode

2000

Bachelor of Commerce FinanceFinancial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kurt Matthew Pepper

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001305802

Postcode

2060

Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Liam Cameron Thomas

FOCUS PARTNERS WEALTH PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001298781

Postcode

2000

Bachelor of Commerce

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Lucy Pentelow

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001304206

Postcode

2000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Magdeline Baramilis

R&S WEALTH GROUP PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304349

Postcode

2000

Master of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matteo Pattaro

MACQUARIE BANK LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001309558

Postcode

2000

Graduate Diploma of Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Meaghan Wylie

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001310375

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Melanie Caitlyn David

E.F.D.B. PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001309240

Postcode

2000

Master of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Milad Ahmadzai

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306180

Postcode

2000

Bachelor of CommerceMargin Lending Accreditation ProgramAdvanced Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mohammad Ali Haidari

FISH TACOS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001310195

Postcode

2000

Bachelor of Applied Finance & Bachelor of EconomicsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Montana-Maree Ojeda

HARBOUR FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001305853

Postcode

2000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Oscar Chaves Neto

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307821

Postcode

2000

Bachelor of Arts and Applied BusinessDiploma of Fiancial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Parker Silk

CLIMB WEALTH PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001310234

Postcode

2000

Diploma of Financial PlanningBachelor of Business

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Di Giannantonio

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001304207

Postcode

2000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Paul Leslie Sean Barrett

FORTITUDE PRIVATE WEALTH PTY LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001306277

Postcode

2000

Bachelor of BusinessGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Praneeth Chindanur

MASU FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001300830

Postcode

2000

Bachelor of Business Management (Finance)Master of Banking and FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Priyanka Kumar

FISH TACOS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307246

Postcode

2000

Applied FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Qi En Jeannie Feng

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307587

Postcode

2000

Bachelor of CommerceSMSF Specialist AdviserCFP Certification ProgramMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Reece Dolan

FISH TACOS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306057

Postcode

2000

Graduate Diploma Financial PlanningAccredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simone Genevieve D'Souza

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001274983

Postcode

2000

Bachelor of Commerce (Human Resource Management)FPC001B Economic and Legal context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

Superannuation

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Stefan Bowden

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303355

Postcode

2000

Bachelor of Commerce major in FinanceDiploma of Financial Planning FNS50615Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tamara Bellucci

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001301809

Postcode

2000

Bachelor of BusinessEconomic and Legal Context for Financial Planning (FPC001B Commercial Law)Graduate Diploma of Financial PlanningTax and Commercial Law for Financial Planning (FPC006 Taxation Law)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tansyn Press-Andrew

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304013

Postcode

2000

Bachelor of Business (Management)Graduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Thomas Sturmann

FISH TACOS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001305233

Postcode

2000

Grad Dip Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ajay Abraham

AON RISK SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310465

Postcode

2000

Bachelor of CommerceGraduate Diploma in Financial PlanningGraduate Certificate in ComputingFellow of the Institute of Actuaries of Australia (FIAA)

SuperannuationLife Insurance

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Alicia Minnie

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311145

Postcode

2000

Baccalaureus Commercii in FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Edward Hall

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309076

Postcode

2000

FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial PlanningSuperConcepts Specialist SMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Ferizis

FOCUS PARTNERS WEALTH PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001306480

Postcode

2000

Bachelor of Arts (Economics)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Anton Joseph Clasquin

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311223

Postcode

2000

FPC001B Economic and Legal context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

Superannuation

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Benjamin Andrew Viktor Learmonth

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310309

Postcode

2000

Bachelor of Business (Financial Planning)Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bianca Ehmann

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312234

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brodie Harold

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312878

Postcode

2000

Bachelor of Commerce (Finance)ns Accredited Derivatives Adviser Level 1Tier 1 Margin LendingAccredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment DebenturesRSA Products

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Brok Pekic

NEWEALTH PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312826

Postcode

2000

Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Caleb Millin

ORD MINNETT LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313241

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Charlotte Vidler

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313952

Postcode

2000

Bachelor of CommerceFinancial Planning and TaxationGraduate Certificate in Financial PlanningContemporary Business Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Cabrol

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310110

Postcode

2000

Advanced Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial PlanningFinance Brokers Association of Australia (FBAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Glen Digby

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310647

Postcode

2000

Bachelor of Commerce (Accounting)Chartered Accountants ProgramMaster of Business Administration (Executive)Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Wu

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001314676

Postcode

2000

Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Joshua White

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309041

Postcode

2000

Bachelor of BusinessBachelor of Science in Information TechnologyGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Danielle Stephanie Pearse

CARDENA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313976

Postcode

2000

Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David William O'Brien

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312865

Postcode

2000

Bachelor of Business StudiesGraduate Diploma in Financial PlanningCertified Financial PlannerEconomic and Legal Context for Financial Planning (FPC001B Commercial Law)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Fergus Allan Humble

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311050

Postcode

2000

Bachelor of BusinessBachelor of LawsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Gavin Stuart Kidd

KEMOSABE CAPITAL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310488

Postcode

2001

Bachelor of Agricultural EconomicsGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jack Brian O'Donnell

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311480

Postcode

2000

Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jack Donohoe

MACQUARIE BANK LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311111

Postcode

2000

Graduate Diploma of Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Mitchell Fowler

BLUEWATER FINANCIAL ADVISORS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311412

Postcode

2000

Margin Lending Geared InvestmentsPrinciples of SMSFAustralian Taxation & Commercial LawPlanning Ethics & Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Ng

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313683

Postcode

2000

Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Josef Jindra

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313163

Postcode

2000

Bachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joseph Losurdo

FISH TACOS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311137

Postcode

2000

Bachelor of economics major in financeGraduate diploma of financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Lam

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313323

Postcode

2000

Bachelor of CommerceSecurities and Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 1 (ADA1) Accreditation ProgramAccredited Derivatives Adviser Level 2 (ADA2) Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Julian Chan

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001308290

Postcode

2000

Bachelor of Commerce major in EconomicsFPC008Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kejun Xu

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312477

Postcode

2000

Bachelor of AccountingGraduate Diploma of Financial Planning

SuperannuationLife Insurance

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Kiarna Rosandic

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310563

Postcode

2000

Graduate Diploma of Financial PlanningSMSF Regulation & TaxationFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Konstantine Zahar

CENTURION ADVISORS AFSL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311417

Postcode

2000

Bachelor Of BusinessGraduate Diploma Of Financial PlanningAccredited Behavioural Finance Professional, ABFPChartered Retirement Planning Counsellor, CRPC

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Krunal Jashvantkumar Upadhayay

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001317628

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Lachlan Sandor

AXIIS CAPITAL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310489

Postcode

2000

Bachelor of Business (Banking and Finance)Bachelor of Business (Economics and Business Strategy)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lauren Enfield

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001306097

Postcode

2000

Diploma of Financial Services (Financial Planning FNB50802)Advance Diploma of Financial ServicesGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Lorian Stacey Munitz

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313157

Postcode

2000

Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningTier 1 Margin LendingTier 1 Securities and Managed Investments

SecuritiesGovernment Debentures

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Margaret Etryk

MACQUARIE BANK LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311831

Postcode

2000

Professional Diploma in StockbrokingGraduate Diploma of Financial Planning.Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mate Kurtin

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311659

Postcode

2000

Graduate Diploma in Global Wealth ManagementFPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Meghna Rajesh Kamani

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312231

Postcode

2000

Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Mitchell Stephen Wilson

FISH TACOS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310146

Postcode

2000

Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramMargin Lending SpecialistSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nathan Leake

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313424

Postcode

2000

Bachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceEthics and Professionalism in Financial AdviceSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicole Hibel

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310194

Postcode

2000

Bachelor of BusinessGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ogaga Oruaro Edafe

THORNTON & LEE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001316457

Postcode

2000

Bachelor of Science in Administration in AccountingBachelor of Business (Professional Accounting)Master of Commerce (Extension) in FinanceEthics and Professionalism in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Pascal Tanguy

BELAY ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310496

Postcode

2000

Bachelor of BusinessGraduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Robbie Calum Christie

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311357

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Sasha Fay Balding

ORD MINNETT LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311427

Postcode

2000

Bachelor of BusinessMaster of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Silje Reiten

LORICA PARTNERS PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313510

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Hayes

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310293

Postcode

2000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Thomas William Michael Burston

JBWERE LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001314684

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Timothy Scott Moore

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312877

Postcode

2000

Bachelor of Economics (Finance / Agricultural Economics)Margin Lending AccreditationSuperannuation AccreditationAccredited Derivatives Adviser

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Tony Azzi

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313682

Postcode

2000

Bachelor of Agricultural Economics (Agricultural Economics and Finance)Core 1Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Tony Leigh

ORD MINNETT LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313605

Postcode

2000

Bachelor of Commerce

SuperannuationSecuritiesGovernment Debentures

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Trent Viet Dang

IA ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313601

Postcode

2000

Bachelor of Business AdministrationGraduate Diploma of Financial PlanningCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yue Leng

ESENCIA WEALTH PARTNERS PTY LTD

Not Registered

Experience

Since 2025 (1 years)

Registration #

001310666

Postcode

2000

Master of EducationDiploma of Financial PlanningGraduate Diploma Of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Zoe Bastian

IMFG PTY LTD

Not Registered

Experience

Since 2025 (1 years)

Registration #

001309834

Postcode

2000

Graduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Thompson

VIOLA PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001317512

Postcode

2000

Business AdministrationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anna Sobur

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316014

Postcode

2000

Bachelor Of EconomicsBachelor In European ManagementMaster Of ManagementMaster Of Financial Analysis

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Denis Mulya

LIPMAN BURGON AND PARTNERS PTY LIMITED

Registered

Experience

Since 2026 (0 years)

Registration #

001314634

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Finn Vercoe

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2026 (0 years)

Registration #

001317370

Postcode

2000

Bachelor of BusinessFPC001BFPC006Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Huyen Ho

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001312969

Postcode

2000

Bachelor of BusinessMaster of Commerce (Finance and Banking)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Gammidge

PERPETUAL TRUSTEE COMPANY LIMITED

Not Registered

Experience

Since 2026 (0 years)

Registration #

001316684

Postcode

2000

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

James Monro Dargaville

KODA CAPITAL PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001307988

Postcode

2000

Bachelor of Engineering (Civil Engineering)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lola Krakouer

MACQUARIE BANK LIMITED

Not Registered

Experience

Since 2026 (0 years)

Registration #

001318137

Postcode

2000

Master of FinanceGraduate Diploma of Financial PlanningFPE010 Aged CareFPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Bryson

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316015

Postcode

2000

Bachelor Of CommerceGraduate Diploma In Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Cylkowski

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2026 (0 years)

Registration #

001313053

Postcode

2000

Bachelor of Commerce (Finance and Financial Planning)Ethics and professionalism in financial advice

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Olivia Sheppard

LORICA PARTNERS PTY LIMITED

Not Registered

Experience

Since 2026 (0 years)

Registration #

001316421

Postcode

2000

Bachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Hasrouny

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001314731

Postcode

2000

Diploma of AccountingDebt StrategiesGraduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Xi Wu

ECON FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316591

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Agnes Euguinia

FISH TACOS PTY LTD

Not Registered

Registration #

001319708

Postcode

2000

Applied Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ajay Elangovan

FISH TACOS PTY LTD

Not Registered

Registration #

001319709

Postcode

2000

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Leigh Langham

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED

Not Registered

Registration #

001319165

Postcode

2000

Graduate Diploma of Financial Planning

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Angela Maree Reade

PROFILE FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001306811

Postcode

2000

Tax and commercial law for financial planningEthics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Archer John David Gunning

CANACCORD GENUITY FINANCIAL LIMITED

Not Registered

Registration #

001316670

Postcode

2000

Bachelor of BusinessRG146Financial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ari Prasetio

ADVICEIQ PARTNERS PTY LTD

Not Registered

Registration #

001319607

Postcode

2000

Master of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Banjo Travers

JBWERE LTD

Not Registered

Registration #

001310245

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ben De'Boer Lloyd

ORD MINNETT LIMITED

Not Registered

Registration #

001319815

Postcode

2000

Bachelor of Economic and Social StudiesGraduate Diploma in LawGraduate Diploma in Legal PracticeGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Benjamin William Tavner

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001319740

Postcode

2000

Bachelor of Commerce (Accounting)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brittney Rose Brockhurst

KODA CAPITAL PTY LTD

Not Registered

Registration #

001309345

Postcode

2000

BACHELOR OF BUSINESSGRADUATE DIPLOMA OF FINANCIAL PLANNING

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carmela Kyle

SHAW AND PARTNERS LIMITED

Not Registered

Registration #

001295405

Postcode

2000

Masters of Financial Planning

SuperannuationSecuritiesRSA Products

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Charis Wee Tepoot

WALKER LANE PTY LTD

Not Registered

Registration #

001320242

Postcode

2000

Master of Financial Planning

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Daniel James Shelton

SPARK ADVISORS AUSTRALIA PTY LTD

Not Registered

Registration #

001318553

Postcode

2000

Bachelor of Business (Finance/Financial Planning)

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Diksha Gusain

ADVICE & WEALTH PARTNERS PTY LTD

Not Registered

Registration #

001319450

Postcode

2000

Master of Commerce (Finance & Data Analytics)Graduate Diploma Financial Planning

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Dominic Anthony Mullane

ORD MINNETT LIMITED

Not Registered

Registration #

001319699

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Dominic John Fisher

PLAYFAIRTAN PTY LTD

Not Registered

Registration #

001317396

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Emma Laubi

MACQUARIE BANK LIMITED

Not Registered

Registration #

001318043

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationT2PADP Tier 2 Personal Advice Deposit Products

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Georgia Kate Frizelle

MACQUARIE BANK LIMITED

Not Registered

Registration #

001317404

Postcode

2000

Bachelor of Commerce/Bachelor of Laws (Finance Major)Graduate Diploma of Legal Practice (Practice Legal Training Program)Graduate Diploma of Financial PlanningT2PADP Tier 2 Personal Advice Deposit Products

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Grace Hubbard

ORD MINNETT LIMITED

Not Registered

Registration #

001318532

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Harry Joseph Marsh

FISH TACOS PTY LTD

Not Registered

Registration #

001316968

Postcode

2000

Bachelor of Arts and BusinessGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hunta Aiden Brider

WEALTH TODAY PTY LTD

Not Registered

Registration #

001319225

Postcode

2000

Bachelor of Business (Financial Planning) (DBRF)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ian Angus Finley Maciver

ALLIED ADVICE PTY LTD

Not Registered

Registration #

001315143

Postcode

2000

Bachelor of ArtsBachelor of LawsGraduate Diploma of Financial PlanningMasters of Applied Finance

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

James Gabriel Brandon Purkiss

FISH TACOS PTY LTD

Not Registered

Registration #

001319707

Postcode

2000

$CRDT Bachelor of Business Leadership and CommerceGraduate Diploma, Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Mccorquodale

KODA CAPITAL PTY LTD

Not Registered

Registration #

001317118

Postcode

2000

Bachelor of Business Leadership and CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jarrod Louis Walter

CONSULTUM FINANCIAL ADVISERS PTY LTD

Not Registered

Registration #

001313735

Postcode

2000

Bachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Jeremy Anton Walther

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD

Not Registered

Registration #

001316627

Postcode

2000

Bachelor of Business

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Haslam

ORD MINNETT LIMITED

Not Registered

Registration #

001318316

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Joshua Smyth

POOLEDFUNDS PTY LTD

Not Registered

Registration #

001319421

Postcode

2000

Bachelor of Commerce | Major in FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lan Hoang Le

CONSILIUM ADVICE PTY LTD

Not Registered

Registration #

001319931

Postcode

2000

Master of Commerce (Accounting & Finance)Graduate Diploma of Financial Planning

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Larry Gui Xiang Chi

COUNT FINANCIAL LIMITED

Not Registered

Registration #

001314750

Postcode

2000

Bachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner (CFP)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Larson Hoffman

ORD MINNETT LIMITED

Not Registered

Registration #

001316967

Postcode

2000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Lauren Marie Clifton

FORTNUM PRIVATE WEALTH LTD

Not Registered

Registration #

001311046

Postcode

2000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Luke James Waller

ORD MINNETT LIMITED

Not Registered

Registration #

001314070

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Madeleine Rose Owens

SHADFORTH FINANCIAL GROUP LIMITED

Not Registered

Registration #

001310284

Postcode

2000

Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Manas Sarda

FIDUCIAN FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001315416

Postcode

2000

Graduate Diploma of Financial Planning

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Marta Celia Mandic

AKUMIN FINANCIAL PLANNING PTY LIMITED

Not Registered

Registration #

001317153

Postcode

2000

FPC002B Ethics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew John King

JBWERE LTD

Not Registered

Registration #

001307624

Postcode

2000

Bachelor of Finance (Capital Markets)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Mikala Bristow

FIDUCIAN FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001311558

Postcode

2000

Bachelor of Commerce (Financial Planning major)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathaniel Patrick Earl

ORD MINNETT LIMITED

Not Registered

Registration #

001310467

Postcode

2000

Bachelor of Engineering (Honours)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Nicholas Charles Weiss

FORTNUM PRIVATE WEALTH LTD

Not Registered

Registration #

001310982

Postcode

2000

Graduate Diploma in Applied Finance & InvestmentsGraduate Diploma of Financial PlanningFPC002B-Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Oscar Linden-Smith

BELL POTTER SECURITIES LIMITED

Not Registered

Registration #

001316186

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Paula Tahititia Garay Torres

NATIONAL AUSTRALIA BANK LIMITED

Not Registered

Registration #

001310910

Postcode

2000

Master of Business in FinanceGraduate Diploma of Financial Planning

Foreign Exchange

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Phuong Thao Le

FISH TACOS PTY LTD

Not Registered

Registration #

001319706

Postcode

2000

Bachelor of CommerceGraduate Diploma, Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Qi Bian

RENAISSANCE WEALTH ADVISORS PTY LTD

Not Registered

Registration #

001318616

Postcode

2000

Master of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Feltaous

NEXTPLAN FINANCIAL PTY LTD

Not Registered

Registration #

001318337

Postcode

2000

Bachelor of Commerce (Economics and Finance)Graduate Diploma in Applied FinanceGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Roberta D Aquila De Castro

CRYSTAL WEALTH PARTNERS LTD

Not Registered

Registration #

001317978

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning

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Ryan Stewart

MONTARA SERVICES PTY LTD

Not Registered

Registration #

001317360

Postcode

2000

CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sam Rheinberger Smith

ORD MINNETT LIMITED

Not Registered

Registration #

001313188

Postcode

2000

Bachelor of EconomicsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Samantha O'Connor

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED

Not Registered

Registration #

001317124

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shanii Horder

LORICA PARTNERS PTY LIMITED

Not Registered

Registration #

001319073

Postcode

2000

Financial PlanningFinancial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Street

KODA CAPITAL PTY LTD

Not Registered

Registration #

001319157

Postcode

2000

Bachelor of CommerceBachelor of Information TechnologyGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sophie Lee-Anne Durkin

FISH TACOS PTY LTD

Not Registered

Registration #

001317738

Postcode

2000

Bachelor of Commerce, Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Blair James Currie

LIFESPAN FINANCIAL PLANNING PTY LTD

Not Registered

Registration #

001319606

Postcode

2000

Bachelor of Business (International Business)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tingting Luo

ALLIANCE WEALTH PTY LTD

Not Registered

Registration #

001316569

Postcode

2000

Bachelor of Business (Financial Planning)

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Vasilios Petros Leodaritsis

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001317634

Postcode

2000

Bachelor of Applied FinanceGraduate Diploma Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Victoria Jane Smith

MACQUARIE BANK LIMITED

Not Registered

Registration #

001317405

Postcode

2000

Graduate Diploma of Financial PlanningT2PADP Tier 2 Personal Advice Deposit Products

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Ratcliffe

KODA CAPITAL PTY LTD

Not Registered

Registration #

001309363

Postcode

2000

BACHELOR OF COMMERCEGRADUATE DIPLOMA OF FINANCIAL PLANNING

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yamato Fenelon

ORD MINNETT LIMITED

Not Registered

Registration #

001318387

Postcode

2000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Zachiary Lorschy

BELL POTTER SECURITIES LIMITED

Not Registered

Registration #

001316185

Postcode

2000

Bachelor of CommerceGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

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