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1762 verified financial advisers

Financial Advisers in Sydney, NSW

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

Verifying registration and authorisations

Every financial adviser shown for Sydney, New South Wales is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 1762 results

Michael Clayton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1976 (50 years)
Registration #
001005087
Postcode
2000
📞 (03) 9242 4000🌐 Website
Master of International Management
SecuritiesGovernment Debentures
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Peter Edward Mulcahy★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1977 (49 years)
Registration #
001001868
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 1979 (47 years)
Registration #
000236020
Postcode
2000
📞 (02) 8238 0800🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Sovechles★★★★★ 5 (3 reviews)

IPW LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 2/1 York St, Sydney NSW 2000
Experience
Since 1980 (46 years)
Registration #
000275324
Postcode
2000
📞 (02) 8356 9358🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Nicholas David Kidson★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 1980 (46 years)
Registration #
000289685
Postcode
2000
📞 1800 445 767🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1981 (45 years)
Registration #
000307724
Postcode
2000
📞 (02) 9238 1238🌐 Website
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★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
Registered
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 1982 (44 years)
Registration #
000250638
Postcode
2000
📞 (02) 8297 6666🌐 Website
Business Life Insurance AgentEstate Planning CourseDiploma of Financial ServicesTaxation Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anjan Kumar Das★ 1 (1 reviews)

CU FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Suite 4b, Lvl 4/428 George St, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
000313698
Postcode
2000
📞 (02) 9231 3080🌐 Website
Graduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Dominic Kelly★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
000268111
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level TwoMargin Lending Accreditation Program
Derivatives
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Phillip John Campbell★★★★ 4 (1 reviews)

CAMPBELL FINANCIAL GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 404/25 Lime St, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
001001250
Postcode
2000
📞 (02) 9221 9709🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
000260009
Postcode
2000
📞 1300 663 334🌐 Website
Advanced Diploma of Financial Services (Financial Planning) (FNB60402)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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David Geoffrey Heath★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1984 (42 years)
Registration #
000223877
Postcode
2000
📞 (07) 3334 4888🌐 Website
RG146Stockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
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John Francis Mcilroy★★★★★ 5 (2 reviews)

CRYSTAL WEALTH PARTNERS LTD
RegisteredTax Advice ✓
📍 Level 8/65 York St, Sydney NSW 2000
Experience
Since 1984 (42 years)
Registration #
000299319
Postcode
2000
📞 (02) 7208 7822🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1984 (42 years)
Registration #
001004510
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsChartered AccountantDiploma of Financial PlanningSeries 7
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Alison Jane Williamson★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
000224521
Postcode
2000
📞 (02) 9231 2133🌐 Website
Diploma of Financial PlanningCertified Financial PlannerSMSFEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Joseph Milford★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1985 (41 years)
Registration #
000259129
Postcode
2000
📞 (07) 3334 4888🌐 Website
Certificate course of the Securities Institute of AustraliaSDIA Accreditation Program RG146Graduate Diploma in Financial PlanningFINSIA
SuperannuationSecuritiesDerivativesGovernment Debentures
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Bruce Cameron Skelton★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1985 (41 years)
Registration #
001001899
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentASX Broker ExamCertificate in Financial Markets
SecuritiesDerivativesGovernment Debentures
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Cheong Lam Chen★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
000268076
Postcode
2000
📞 (02) 9238 1238🌐 Website
Margin Lending Accreditation Program
Derivatives
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Errol Woodbury★★★★ 4.2 (5 reviews)

WFS CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 level 15/122 Arthur St, North Sydney NSW 2060
Experience
Since 1985 (41 years)
Registration #
000242588
Postcode
2000
📞 (02) 9929 2100🌐 Website
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Margin LendingFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jerome Paul Chopard★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
001000451
Postcode
2000
📞 (02) 9906 8066🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1985 (41 years)
Registration #
001001861
Postcode
2000
📞 (03) 9256 8700🌐 Website
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★★★★★ 5 (1 reviews)

THE WEALTH PARTNERSHIP PTY LTD
Registered
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
000238239
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
001000508
Postcode
2000
📞 (02) 9906 8066🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1985 (41 years)
Registration #
001005769
Postcode
2000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program
SecuritiesGovernment Debentures
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David Kiely★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001005178
Postcode
2000
📞 (03) 9242 4000🌐 Website
Graduate Certificate in Commerce Financial PlanningRelevant Provider ExamStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Evan John Cardiff Lewis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
001003141
Postcode
2000
📞 (02) 8216 6300🌐 Website
Superannuation AccreditationMargin Lending Accreditation
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Ingrid Maryke Vanderwerff★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001001954
Postcode
2000
📞 (03) 9256 8700🌐 Website
ASX Accredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
Check ASIC Register ↗
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John Howard Robert Wardman★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
001248529
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsAccredited Derivatives Adviser Level Two
Derivatives
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Michael Gordon Hiscock★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
000426107
Postcode
2000
📞 1300 737 526🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1986 (40 years)
Registration #
000242165
Postcode
2000
📞 (02) 6249 1555
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001235043
Postcode
2000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 13/80 Mount St, North Sydney NSW 2060
Experience
Since 1987 (39 years)
Registration #
000241923
Postcode
2000
📞 (02) 9955 9779🌐 Website
Certified Financial PlannerDiploma of Financial PlanningMaster of CommerceMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Grant John Williams★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1987 (39 years)
Registration #
000223943
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of BusinessASX / ACH Responsible Executive ExamMargin Lending and Geared InvestmentsEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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John Addison Doughty★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001001155
Postcode
2000
📞 (03) 9256 8700🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 1987 (39 years)
Registration #
001005760
Postcode
2000
🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 1987 (39 years)
Registration #
001005760
Postcode
2000
🌐 Website
Bachelor of Applied ScienceDiploma in Financial ManagementDiploma of Financial PlanningCertificiate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Verify ABN ↗ Check ASIC Register ↗
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Simon William Martin★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1987 (39 years)
Registration #
000268121
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Superannuation Module
SuperannuationSecuritiesDerivativesRSA Products
Check ASIC Register ↗
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Stuart Lindsay Cameron★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001236568
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 1 Accredited Derivatives AdviserSDIA Accreditation ProgramRMIT / SDIA Superannuation ModuleMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Andrew Mckee★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 1988 (38 years)
Registration #
000334635
Postcode
2000
📞 0450 737 737🌐 Website
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
RegisteredTax Advice ✓
📍 suite 12/5/7 Ross St, Parramatta NSW 2150
Experience
Since 1988 (38 years)
Registration #
000250826
Postcode
2000
📞 1800 681 438🌐 Website
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
Check ASIC Register ↗
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Anthony Benedict Barry

LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD
Registered
📍 3/20 Collins St, Melbourne VIC 3000
Experience
Since 1988 (38 years)
Registration #
001247536
Postcode
2000
📞 (03) 9235 1222🌐 Website
Securities & Derivatives Accreditation Program
SuperannuationSecuritiesRSA Products
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David James Stewart★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
001004590
Postcode
2000
📞 (02) 8216 6300🌐 Website
Master of Business AdministrationMaster of CommerceFPC003 Superannuation and Retirement Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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Elizabeth Anne Purvis★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1988 (38 years)
Registration #
001005244
Postcode
2000
📞 (07) 3334 4888🌐 Website
Certificate of Financial MarketsSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending & Geared Investments
SuperannuationSecuritiesGovernment Debentures
Check ASIC Register ↗
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Graeme Frederick Bennett★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
000268070
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceBachelor of LawsAccredited Derivatives Adviser Level TwoMargin Lending Accreditation Program
Derivatives
Check ASIC Register ↗
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Jaime Iv Ferrer★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
001004527
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceMaster of Business AdministrationGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecurities
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John James Livas★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 1988 (38 years)
Registration #
000245008
Postcode
2000
📞 (07) 5574 0244
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
RegisteredTax Advice ✓
📍 level 1/80 George St, Parramatta NSW 2150
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
001004475
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceChartered AccountantCertified Financial PlannerChartered Tax Adviser
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Terry Panigiris★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 1988 (38 years)
Registration #
000235793
Postcode
2000
📞 (03) 9587 9747🌐 Website
Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Glyn-Evans★★★★★ 5 (2 reviews)

DEAN EVANS & ASSOCIATES PTY. LIMITED
RegisteredTax Advice ✓
📍 level 32/1 O'Connell St, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
001006633
Postcode
2000
📞 1300 069 436🌐 Website
Bachelor of Economics (Major: Economic Statistics), Pure & Applied MathematicsFINSIA (formerly Securities Institute of Australia)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Jeffrey Wrightson★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
001003568
Postcode
2000
📞 (02) 9188 2903🌐 Website
Bachelor of BusinessSecurities Institute Australia 8-Unit Diploma Course8 unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Check ASIC Register ↗
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Paul Kurt Oesterheld

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1989 (37 years)
Registration #
001003240
Postcode
2000
📞 0414 971 806🌐 Website
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
Check ASIC Register ↗
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Phillip Andrew Hines★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
000325244
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 1989 (37 years)
Registration #
001002301
Postcode
2000
🌐 Website
Bachelor of EconomicsBachelor of Laws (Honours)Business Broking AgentReal Estate Agent
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Stephen John Mason★★★★★ 4.9 (195 reviews)

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1989 (37 years)
Registration #
000257926
Postcode
2000
📞 (02) 9328 0876🌐 Website
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
RegisteredTax Advice ✓
📍 60 Martin Pl, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
001233105
Postcode
2000
📞 (02) 9152 8900🌐 Website
Bachelor of LawsCertified Financial PlannerRG146 Margin LendingCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Doyle★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001009093
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level Two
SuperannuationSecuritiesDerivatives
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Charles Croxon Poolman★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1990 (36 years)
Registration #
000299983
Postcode
2000
📞 (07) 3334 4888🌐 Website
Certificate II in Financial MarketsSDIA RG146 Accreditation ProgramMargin Lending AccreditationProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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Debbie Mary Smith★★★★ 4.5 (8 reviews)

CAPITAL GUARD AU PTY LTD
Not RegisteredTax Advice ✓
📍 Level 36/1 Macquarie Pl, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001001760
Postcode
2000
📞 (02) 8551 2719🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001004526
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessADA Level 1 & 2Professional Diploma of Stockbroking
SuperannuationSecuritiesDerivatives
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John Francis Saunders★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 1990 (36 years)
Registration #
000264706
Postcode
2000
📞 (02) 4903 1111🌐 Website
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★★★★★ 5 (2 reviews)

CONICKLAIRD PTY LTD
RegisteredTax Advice ✓
📍 LEVEL 19/25 Bligh St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
000243285
Postcode
2000
📞 (02) 9222 2688🌐 Website
Bachelor of CommerceBachelor of CommerceFCPAFellow of CPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Oliver Conick★★★★★ 5 (2 reviews)

CONICKLAIRD PTY LTD
RegisteredTax Advice ✓
📍 LEVEL 19/25 Bligh St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001000071
Postcode
2000
📞 (02) 9222 2688🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
000232471
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
Registered
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 1990 (36 years)
Registration #
000255755
Postcode
2000
📞 0483 955 940🌐 Website
Bachelor of LawPolicy Statement 146 Knowledge AssessmentFINSIA
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Richard Gray Saunders★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 1990 (36 years)
Registration #
000439911
Postcode
2000
📞 0450 737 737🌐 Website
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★★★★★ 4.9 (195 reviews)

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 1990 (36 years)
Registration #
000235758
Postcode
2000
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningCertified Financial PlannerFinancial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bruce Gilbert★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 1991 (35 years)
Registration #
000236029
Postcode
2000
📞 (02) 4903 1111🌐 Website
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig John Wilford★★★★★ 4.6 (9 reviews)

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 level 22/2 Market St, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
000246208
Postcode
2000
📞 (02) 9251 4600🌐 Website
Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningMasters of Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dejan Pekic

NEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 276 Pitt St, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
001000765
Postcode
2000
📞 (02) 9267 2322🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
000263977
Postcode
2000
📞 (02) 8262 4000🌐 Website
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★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 1991 (35 years)
Registration #
000239506
Postcode
2001
📞 1300 306 900🌐 Website
Diploma of Financial PlanningSelf Managed Super Funds SpecialistAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Mcgrath★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1992 (34 years)
Registration #
001004262
Postcode
2000
📞 (07) 3212 1333🌐 Website
The SDIA Accreditation Program
SecuritiesGovernment Debentures
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Bernadette Angela Connolly★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001238280
Postcode
2000
📞 (02) 9775 2600🌐 Website
Master of Applied FinanceASX Accredited Derivatives Adviser Level Two ExamSuperannuationMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Brett Stein★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1992 (34 years)
Registration #
001004677
Postcode
2000
📞 (03) 8508 7800🌐 Website
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
RegisteredTax Advice ✓
📍 18/44 Market St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001000446
Postcode
2000
📞 (02) 9279 3400🌐 Website
Bachelor of ArtsBachelor of LawsDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Douglas Trevor Perkins★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
001001886
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001006040
Postcode
2000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000235710
Postcode
2000
📞 (02) 9904 2792🌐 Website
Diploma of Financial PlanningFinancial Advice Association Australia (FAAA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Hugh Richard Laidley Dowling★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
001001483
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 2 Accredited Derivatives AdviserGraduate Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Mark Bradley★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001005954
Postcode
2000
📞 (02) 9775 2600🌐 Website
General Securities Representative (Series 7) ExaminationAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation Program AssessmentSuperannuation Module
SecuritiesDerivativesGovernment Debentures
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Martin Speiser★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000240013
Postcode
2000
📞 (02) 8297 6666🌐 Website
Bachelor of CommerceCertified Financial PlannerChartered Accountant ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Andre Cerreto★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
001266875
Postcode
2000
📞 (03) 9242 4000🌐 Website
Diploma of Superannuation ManagementDiploma of Financial PlanningEthics and Professionalism in Financial AdviceRelevant Provider Exam
SuperannuationSecuritiesGovernment Debentures
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Nigel Adams★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001000272
Postcode
2000
📞 (02) 9238 1238🌐 Website
Diploma Course of the Securities Institute of AustraliaPostgraduate Certificate in Applied Finance
SuperannuationSecuritiesDerivatives
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Robert Stanoff★★★★★ 5 (2 reviews)

BLUEWATER FINANCIAL ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000289213
Postcode
2000
📞 1300 799 101🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001004579
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 18/44 Market St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001000447
Postcode
2000
📞 (02) 9279 3400🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
000249935
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001003648
Postcode
2000
📞 1300 732 266🌐 Website
8 Unit Diploma of Financial PlanningCFP Education ProgramSMSF Specialist AdvisorLife Risk Specialist (LRS)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenn Paul Crichton★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001006339
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
000335969
Postcode
2000
📞 (02) 9238 1238🌐 Website
Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking
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Leon Phillips

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 1993 (33 years)
Registration #
000242593
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★ 4.2 (5 reviews)

F PALMER & M E PALMER
Registered
📍 Level 12/309 Kent St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
000261086
Postcode
2000
📞 (02) 9233 2433🌐 Website
The Securities Institute Certificate CourseASX AffiliateASX Responsible ExecutiveStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Mark Gerard Edwards★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001001484
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Matthew Loxton★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001005730
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001006033
Postcode
2000
📞 (03) 9256 8700🌐 Website
Licensing Training of Financial Product Advisers
SecuritiesGovernment Debentures
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Simon Forbes★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001234570
Postcode
2000
📞 (02) 9238 1238🌐 Website
Margin Lending Accreditation ProgramSuperannuation Accreditation Program
Superannuation
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Yasser Sam El Shammaa★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001237580
Postcode
2000
🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001237580
Postcode
2000
🌐 Website
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★★★ 3 (2 reviews)

SAMBE INVESTMENTS PTY. LIMITED
RegisteredTax Advice ✓
📍 Three International Towers, Level 24 Tower 3/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 1993 (33 years)
Registration #
001237580
Postcode
2000
📞 (02) 8234 8800🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1994 (32 years)
Registration #
000223866
Postcode
2000
📞 (07) 3334 4888🌐 Website
Certificate in Financial MarketsProfessional Diploma in StockbrokingEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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Andrew James Rochester★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001006200
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000249956
Postcode
2000
📞 (02) 8365 8300🌐 Website
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
📍 The Great Room, Level 29/85 Castlereagh St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001006004
Postcode
2000
📞 0416 205 471🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10/580 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000266826
Postcode
2000
📞 (02) 8076 6036🌐 Website
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Bruce Nimmo★★★★★ 4.7 (30 reviews)

ORACLE ADVISORY GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 Level 5/55 Phillip St, Parramatta NSW 2150
Experience
Since 1994 (32 years)
Registration #
000246089
Postcode
2000
📞 1300 550 990🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 5, Level 8/66 Hunter St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000335330
Postcode
2000
📞 (02) 8223 1000🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1994 (32 years)
Registration #
000241926
Postcode
2000
📞 (02) 6249 1555
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005390
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.8 (18 reviews)

E.F.D.B. PTY LIMITED
RegisteredTax Advice ✓
📍 level 6/7 Macquarie Pl, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000291675
Postcode
2000
📞 (02) 9223 0911🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001006228
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 10/25 Bligh St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000239316
Postcode
2000
📞 (02) 8256 3100🌐 Website
CFPDFPALPASMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott William James Heathwood

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 1994 (32 years)
Registration #
000264647
Postcode
2000
📞 1300 226 271🌐 Website
master of artsMBAPS 146Certificate IV
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stolle Sergis★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
001235045
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000239460
Postcode
2000
📞 (02) 9904 2792🌐 Website
Diploma of Financial PlanningBachelor of CommerceDiploma of Financial PlanningSMSF Specialist Pathway Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Arthur Cutten★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 1995 (31 years)
Registration #
001002297
Postcode
2000
🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1995 (31 years)
Registration #
001006109
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001006193
Postcode
2000
📞 (03) 9256 8700🌐 Website
Graduate Diploma in Applied Finance and InvestmentManaged Investments & Superannuation ModuleASX Broker ExamMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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James Edal Beresford★★★★★ 5 (11 reviews)

BLICENSED PTY LTD
RegisteredTax Advice ✓
📍 Level 7/75 Pitt St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005614
Postcode
2000
📞 (02) 9993 3900🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000465176
Postcode
2000
📞 (02) 9238 1238🌐 Website
Margin Lending AccreditationProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level 2
SecuritiesDerivatives
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Jamie David Mckay★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001004465
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of CommerceCertified Financial Planner (CFP)Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Ball★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005051
Postcode
2000
📞 (02) 8216 6300🌐 Website
Retirement Planning Principles CourseSDIA Accreditation Program AssessmentAccredited Derivatives Adviser: Level 1Deposit Products and Non-Cash payments
SuperannuationSecuritiesDerivativesRSA Products
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Joseph Pagliaro★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000438916
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and Investment
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Kelly Lee Lindsell

FITZPATRICKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000241840
Postcode
2000
📞 (02) 9248 8000🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000238573
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001001566
Postcode
2000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001000857
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationSecuritiesRSA Products
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Paul Gordon Rickard★★★★ 3.8 (4 reviews)

SWITZER FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 4/10 Spring St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001006744
Postcode
2000
📞 1300 794 893🌐 Website
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★★★★★ 5 (2 reviews)

FIRST CAPITAL FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Shop 19/1 O'Connell St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000252852
Postcode
2000
📞 (02) 9222 1202🌐 Website
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★★★★★ 5 (6 reviews)

IA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001001261
Postcode
2000
📞 (02) 7227 8802🌐 Website
Grad. Dip. Man.Master of Business AdministrationDip. Fin. Plan.Institute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Jones★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000247766
Postcode
2000
📞 (02) 9231 2133🌐 Website
Diploma of Financial PlanningTASACLv3TFAv2
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Marshall Johnson

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1995 (31 years)
Registration #
000345701
Postcode
2000
📞 (03) 9328 3900
Bachelor of EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney Allen Dickinson★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000242238
Postcode
2000
📞 (02) 8908 3444🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001244827
Postcode
2000
📞 (02) 9238 1238🌐 Website
Superannuation & Retirement PlanningMargin Lending and Geared Investments
Superannuation
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Angela Louise Holstein★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000268181
Postcode
2000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 10/25 Bligh St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000276440
Postcode
2000
📞 (02) 8256 3100🌐 Website
CFPDFPMargin LendingALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Wing★★★★★ 4.6 (7 reviews)

QI FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 7/32 Martin Pl, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000250863
Postcode
2000
📞 (02) 8247 2700🌐 Website
Diploma of Financial MarketsDiploma of Financial AdvisingFinancial Plan Construction & ReviewCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett Wing★★★★ 4.2 (5 reviews)

RESOURCE SUPER PTY LTD
RegisteredTax Advice ✓
📍 level 7/32 Martin Pl, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000250863
Postcode
2000
📞 1800 824 227🌐 Website
Diploma of Financial MarketsDiploma of Financial AdvisingFinancial Plan Construction & ReviewCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Catherine Happ★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001005347
Postcode
2000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 105-153 Miller St, North Sydney NSW 2060
Experience
Since 1996 (30 years)
Registration #
000242247
Postcode
2000
🌐 Website
Masters DegreeCFPDiplomaFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren Howard

MERIT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001004473
Postcode
2000
📞 1300 785 611🌐 Website
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
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001005967
Postcode
2000
📞 (03) 9909 7018🌐 Website
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
RegisteredTax Advice ✓
📍 201/377 Kent St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000238232
Postcode
2000
📞 (02) 9559 6244🌐 Website
Diploma of Financial MarketsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Debbie Wong

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1996 (30 years)
Registration #
001000553
Postcode
2000
📞 0414 971 806🌐 Website
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseMargin Lending and Geared Investments CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eric Wong★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001003565
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1996 (30 years)
Registration #
000316838
Postcode
2000
📞 0414 971 806🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Rosenberg★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001005261
Postcode
2001
📞 (02) 8216 6300🌐 Website
Margin Lending and Geared InvestmentsDeposit Products and Non-Cash paymentsTier 1 Compliance Solution
SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange
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Janine Varughese★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001005844
Postcode
2000
📞 1300 650 873🌐 Website
Bachelor of EconomicsCertificate in Financial MarketsDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Henry Hancock★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001004538
Postcode
2000
📞 (02) 8216 6300🌐 Website
Superannuation Accreditation
SuperannuationSecuritiesDerivatives
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Marcus Ben Droga★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001238831
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce Major in Accounting & FinanceMargin Lending and Geared Investments
Securities
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Michael Morrison

M FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 8/65 York St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000345672
Postcode
2000
📞 (02) 8215 1598🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000264195
Postcode
2000
📞 (02) 7238 4192🌐 Website
Diploma of Financial PlanningCertified Financial PlannerMasters of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Murray Hewitt★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001005155
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecurities
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Paul Crowne★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001001792
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of Veterinary ScienceDiploma of Financial PlanningCFPAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Jones★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1996 (30 years)
Registration #
001005418
Postcode
2000
📞 (07) 3212 1333🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/1 Castlereagh St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001000899
Postcode
2001
📞 (02) 8042 9699🌐 Website
Diploma of Financial MarketsCertified Financial PlannerDiploma of Financial PlanningMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Russell James Holmes★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1996 (30 years)
Registration #
000283778
Postcode
2000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 26/1 Bligh St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001000966
Postcode
2000
📞 (02) 9328 9328🌐 Website
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
RegisteredTax Advice ✓
📍 39 E Esplanade, Manly NSW 2095
Experience
Since 1996 (30 years)
Registration #
001001336
Postcode
2000
📞 (02) 9977 6677
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.
RegisteredTax Advice ✓
📍 Suite 20.01, Level 20/133 Castlereagh St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001001336
Postcode
2000
📞 1300 559 869🌐 Website
BEng (Hons)UK Advanced Financial Planning CertificateDiploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wai-Yee Chen★★★★★ 5 (3 reviews)

ACUMEN INVESTORS PTY LTD
RegisteredTax Advice ✓
📍 Suite 4, 2/1 Crescent Rd, Glen Iris VIC 3146
Experience
Since 1996 (30 years)
Registration #
001005379
Postcode
2000
📞 (03) 9824 5727🌐 Website
413609 Australian Taxation Law452106 Commercial lawBachelor Of CommerceMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Wai-Yee Chen★★★★★ 5 (3 reviews)

ACUMEN INVESTORS PTY LTD
RegisteredTax Advice ✓
📍 Suite 4, 2/1 Crescent Rd, Glen Iris VIC 3146
Experience
Since 1996 (30 years)
Registration #
001005379
Postcode
2000
📞 (03) 9824 5727🌐 Website
413609 Australian Taxation Law452106 Commercial lawBachelor Of CommerceMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew David Harrison★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001004461
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001002238
Postcode
2000
🌐 Website
Bachelor of Engineering (Civil Engineering)CFPDiploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Rafty★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001002238
Postcode
2000
📞 (03) 9292 0101🌐 Website
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
RegisteredTax Advice ✓
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 1997 (29 years)
Registration #
000244627
Postcode
2000
📞 1300 226 271🌐 Website
Bachelor of EconomicsMaster of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Joseph Avery★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
000462764
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Arts (Economics)Series7RG146Margin Lending
SuperannuationSecuritiesGovernment Debentures
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Aziz Meherali

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1997 (29 years)
Registration #
000415954
Postcode
2000
📞 (02) 6249 1555
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001003459
Postcode
2000
📞 (02) 8365 8300🌐 Website
8 unit Diploma of Financial PlanningSMSF Association Specialist Accreditation ProgramSSAAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Campbell Dinwoodie Taylor★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 1997 (29 years)
Registration #
001002296
Postcode
2000
🌐 Website
64656466Bachelor of Arts in AccountancyRG146
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Catherine Ann Wong Doo★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001003718
Postcode
2000
📞 (03) 9906 5000🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001005165
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Commerce (Accounting and Finance)Certified Practicing Accountants ProgramParaplanning CourseInvestment Planning 1
SecuritiesGovernment Debentures
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Clara Jago★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001005165
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Commerce (Accounting and Finance)Certified Practicing Accountants ProgramParaplanning CourseInvestment Planning 1
SecuritiesGovernment Debentures
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Craig Stuart Peterson★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 1997 (29 years)
Registration #
000261449
Postcode
2000
📞 (07) 5574 0244
Insurance Certificate CourseBachelor of Business (Marketing)Diploma of Financial Planning (8 Units)Certified Financial Planner Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darrell Seeto★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001240655
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceAccredited Derivatives Adviser Level 2Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationSecurities
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Gerard O'Connor★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005466
Postcode
2000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 level 3/240 Queen St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
001006415
Postcode
2000
📞 (07) 3018 0400🌐 Website
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
RegisteredTax Advice ✓
📍 Chifley Plaza, l29/2 Chifley Square, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000239786
Postcode
2000
📞 (02) 9216 9030🌐 Website
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
000265176
Postcode
2000
📞 (07) 3212 1333🌐 Website
Graduate Diploma in applied Finance & InvestmentMargin Lending and Geared InvestmentsTier 1 Superannuation
SuperannuationSecuritiesGovernment Debentures
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Jean Kaoru Findlay★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
000222823
Postcode
2000
📞 (07) 3334 4888🌐 Website
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.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 1997 (29 years)
Registration #
000250830
Postcode
2000
📞 (02) 9363 2900🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/117 Clarence St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000275480
Postcode
2000
📞 (02) 9220 0390🌐 Website
Bachelor of EducationCertified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Hanzikonstandis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001004541
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Finance)Graduate Diploma of Applied Finance
SuperannuationSecurities
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Jonathan Kilborn

CARDENA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 MLC Centre, Level 23.02/19-29 Martin Pl, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000247706
Postcode
2000
📞 (02) 8016 3200🌐 Website
Bachelor of BusinessCertified Financial PlannerMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph John Felizzi★★★★★ 5 (1 reviews)

AERAN PTY LTD
RegisteredTax Advice ✓
📍 302/50 Miller St, North Sydney NSW 2060
Experience
Since 1997 (29 years)
Registration #
000262647
Postcode
2000
📞 (02) 8188 0700🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000253523
Postcode
2000
📞 (03) 9292 0101🌐 Website
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
RegisteredTax Advice ✓
📍 St Martins Tower, Level 25, Suite 2501/31 Market St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001000847
Postcode
2000
📞 (02) 9267 4377🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001003353
Postcode
2000
📞 1300 847 434🌐 Website
Bachelor of CommerceMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Williams★★★★★ 5 (8 reviews)

DAVID W LEE & ASSOCIATES PTY LTD
RegisteredTax Advice ✓
📍 Level 16/115 Pitt St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001235995
Postcode
2000
📞 (02) 9223 2100🌐 Website
Diploma of Financial PlanningMargin LendingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Wilkinson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001235755
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance & InvestmentMargin Lending & Geared Investments
Derivatives
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Michael Muehlheim★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001005219
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001005219
Postcode
2000
📞 (02) 8232 3333🌐 Website
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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Paul Aspropotamitis★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000249925
Postcode
2000
📞 (02) 8365 8300🌐 Website
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Thomas★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001004603
Postcode
2000
📞 (02) 8216 6300🌐 Website
Certificate in Financial MarketsADA Level 1 & 2Graduate Diploma in Applied Finance & InvestmentMargin Lending Accreditation
SuperannuationSecuritiesDerivatives
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Randall March★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005503
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Management (Marketing)8 unit Diploma of Financial PlanningCFP CertificationEthics for Financial Services
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Ricky Vecchio★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001001955
Postcode
2000
📞 (03) 9256 8700🌐 Website
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★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001000391
Postcode
2000
📞 (02) 9188 2903🌐 Website
Bachelor of Commerce (Accounting and Economics)Chartered AccountantCertified Financial PlannerFinancial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shahin Saracoglu★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1997 (29 years)
Registration #
000249869
Postcode
2000
📞 1800 455 118🌐 Website
Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Davis★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001001801
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of EconomicsCertified Financial Planner (CFP)Diploma of Financial PlanningSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Thomas Wright

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001001814
Postcode
2000
📞 (02) 9904 2792🌐 Website
Diploma of Financial PlanningCFPGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Suhal Naser★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1997 (29 years)
Registration #
000249753
Postcode
2000
📞 1800 455 118🌐 Website
Graduate Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Themistoklis Karakaidos

DJT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 36/1 Macquarie Pl, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001235130
Postcode
2000
📞 (02) 8075 4771🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wenbo Huang

ARCH FP PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/55 Clarence St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000242931
Postcode
2000
📞 (02) 9905 9001🌐 Website
Certificate in Financial MarketsGraduate Diploma in Applied Finance and InvestmentGraducate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Jeffery Mcmahon

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000264698
Postcode
2000
📞 1800 738 473🌐 Website
Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Andrew John Laird★★★★★ 5 (2 reviews)

CONICKLAIRD PTY LTD
RegisteredTax Advice ✓
📍 LEVEL 19/25 Bligh St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001000273
Postcode
2000
📞 (02) 9222 2688🌐 Website
Graduate Diploma in Financial MarketsBachelor of BusinessSDIA Accreditation ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Archana Bhatia

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1998 (28 years)
Registration #
001004681
Postcode
2000
📞 0414 971 806🌐 Website
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
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Atika Brown★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001000761
Postcode
2000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
Check ASIC Register ↗
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Carl Dickson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001264189
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of AccountingADA2 Accredited & Generic KnowledgeFinancial PlanningSuper, Securities & Managed Investments
SuperannuationSecuritiesRSA Products
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Christopher Forrest★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001002691
Postcode
2000
📞 (02) 9188 2903🌐 Website
Bachelor of EconomicsCertified Financial PlannerSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Hindmarsh★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005353
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of ScienceDiplomaMasters Degree
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Christopher John Saunders★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000410520
Postcode
2000
📞 1800 445 767🌐 Website
Diploma of Financial PlanningDiploma of Business ManagementMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Daniel John Meech★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001000723
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of EconomicsBachelor of CommerceGraduate Diploma in Financial PlanningInvestment Management Certificate (UK)
SuperannuationSecuritiesGovernment Debentures
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Dean Nathan Watson★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001003723
Postcode
2000
📞 (03) 9906 5000🌐 Website
DiplomaGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Ellen Louise Ferris★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000238228
Postcode
2000
📞 (02) 9906 8066🌐 Website
Bachelor of Economics (Hons)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fotini Mastrogianni★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000249858
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsFinance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gary Spencer

FYG PLANNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/41 Mount St, Burnie TAS 7320
Experience
Since 1998 (28 years)
Registration #
000435717
Postcode
2000
📞 (03) 6440 3555🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin LendingCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gavin John Chapple★★★★★ 5 (2 reviews)

ILA PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/1024 Ann St, Fortitude Valley QLD 4006
Experience
Since 1998 (28 years)
Registration #
000269297
Postcode
2000
📞 1300 649 954🌐 Website
Bachelor of Commerce in Banking & FinanceDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Kambouroglou

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1998 (28 years)
Registration #
001004670
Postcode
2000
📞 0414 971 806🌐 Website
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
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Hean Tong Francis Tan

PLAYFAIRTAN PTY LTD
Registered
📍 BMA House, Suite 101/135 Macquarie St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001001790
Postcode
2000
📞 (02) 8239 3390🌐 Website
Bachelor of CommerceBachelor of LawGraduate Diploma in Legal PracticeGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ian Carter★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000280090
Postcode
2000
📞 1300 732 266🌐 Website
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
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James Neil Dakin

PARK STREET GROUP PTY LTD
RegisteredTax Advice ✓
📍 level 5/10 Bridge St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001000182
Postcode
2000
📞 (02) 8067 8010🌐 Website
Bachelor of EconomicsCertified Practicing AccountantMaster of CommerceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Eric Ellis★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000231745
Postcode
2000
📞 1300 732 266🌐 Website
Bachelor of CommerceCharted Accountant (CA)Certified Financial Planner (CFP)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Foley★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 1998 (28 years)
Registration #
000242178
Postcode
2000
📞 (02) 9002 0570🌐 Website
Bachelor of EconomicsDiploma Financial Planning DFP 1-7Advanced Diploma of Financial Planning FNB60402Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Milroy★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005212
Postcode
2000
📞 (02) 8216 6300🌐 Website
Certificate in Financial MarketsSDIA Accreditation: Securities, Futures, Managed InvestmentsAccredited Derivatives Adviser: Level 1Margin Lending and Geared Investments
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Joseph Portelli★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001000195
Postcode
2000
📞 (02) 9146 8900🌐 Website
Bachelor of EconomicsDiploma of Superannuation ManagementDiploma of Financial PlanningCertificate of Applied SMSF Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin William O'Brien★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001006238
Postcode
2000
📞 (02) 8216 6300🌐 Website
Associate Diploma in Farm ManagementBachelor of Business (Agricultural Commerce )SDIA Accreditation Program AssessmentSuperannuation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Louie Ognenovski★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001003186
Postcode
2000
📞 (02) 8216 6300🌐 Website
Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Lucinda Chan★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005083
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Business Administration)Investment Planning 1Retirement Planning and PrinciplesRisk Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lucinda Chan★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005083
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Business Administration)Investment Planning 1Retirement Planning and PrinciplesRisk Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Geldens

MADISON FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/20 Hunter St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000231844
Postcode
2000
📞 1300 789 575🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial ServicesChartered Accountants Australia and New Zealand (ICAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Matt Haig★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001002708
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Matt Haig★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001002708
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Matthew Irwin Zander★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000231065
Postcode
2000
📞 1800 738 473🌐 Website
Bachelor of BusinessCertified Financial Planner (CFP)Financial Planning SpecialistChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Michael Massey★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001232769
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of Business (Finance)Graduate Diploma of Applied FinanceTax for Financial Advising
SecuritiesDerivativesGovernment Debentures
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Nathaniel Hawkins

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000234850
Postcode
2000
📞 (02) 7238 4192🌐 Website
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Master of Financial PlanningRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Noel Ching

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1998 (28 years)
Registration #
000259360
Postcode
2000
📞 (03) 9328 3900
Master of Business AdministrationDiploma of Financial PlanningCavendish & ICFS Specialist SMSF CourseFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Abbott★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Registered
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000242817
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningBanking and Finance Oath
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy David Conde★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000279334
Postcode
2000
📞 (02) 8262 4000🌐 Website
Bachelor of EconomicsCertified Practicing AccountantCertified Financial Planner CFPSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy James Wedd★★★★★ 5 (2 reviews)

CRYSTAL WEALTH PARTNERS LTD
Registered
📍 Level 8/65 York St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001001674
Postcode
2000
📞 (02) 7208 7822🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertificate in Workplace Training and AssessmentEthics and Professionalism for Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Todd Alexander Payne★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1998 (28 years)
Registration #
001001247
Postcode
2000
📞 (07) 3212 1333🌐 Website
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★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005612
Postcode
2000
📞 (02) 9413 9558🌐 Website
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★★★★★ 5 (3 reviews)

EP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/2 Corporate Ct, Bundall QLD 4217
Experience
Since 1998 (28 years)
Registration #
001005116
Postcode
2000
📞 (07) 5557 3000🌐 Website
Bachelor of EconomicsMasters of Commerce (Financial Planning)Diploma Finance / Mortgage Broking ManagementCertificate IV Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wren Bligh★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000438918
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005275
Postcode
2000
📞 (02) 8216 6300🌐 Website
Diploma of Financial MarketsBachelor of BusinessGeared InvestmentsMargin Lending
SuperannuationSecuritiesDerivatives
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Adam Wesek

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000374682
Postcode
2000
📞 1300 663 334🌐 Website
Advanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amanda Cook★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005089
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001003782
Postcode
2000
📞 1800 333 613🌐 Website
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★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 1999 (27 years)
Registration #
000235918
Postcode
2000
📞 (02) 4903 1111🌐 Website
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★★★★★ 4.9 (14 reviews)

ABSOLUTELY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 104/4 Bridge St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000468987
Postcode
2000
📞 (02) 9161 1002🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/66 Goulburn St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000344031
Postcode
2000
📞 (02) 9114 9965🌐 Website
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
RegisteredTax Advice ✓
📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005939
Postcode
2000
📞 1300 226 271🌐 Website
Bachelor of ArtsCertified Financial PlannerDiploma of Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Charles Ogg★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001001873
Postcode
2000
📞 (03) 9256 8700🌐 Website
Diploma in Financial MarketsAccredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesDerivatives
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Brandon James Darr★★★★★ 4.6 (9 reviews)

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 level 22/2 Market St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000245883
Postcode
2000
📞 (02) 9251 4600🌐 Website
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★★★★★ 5 (10 reviews)

VIOLA PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 57/25 Martin Pl, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000231191
Postcode
2000
📞 0466 986 396🌐 Website
Advanced Diploma of Financial PlanningCertified Financial Planner CertificationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Casimir John Skillecorn★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
001004399
Postcode
2000
📞 (07) 3212 1333🌐 Website
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
RegisteredTax Advice ✓
📍 L10/60 York St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000339065
Postcode
2000
📞 (02) 9181 3431🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1999 (27 years)
Registration #
000241930
Postcode
2000
📞 (02) 6249 1555
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001002075
Postcode
2000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 1603. Level 17/9 Castlereagh St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001002093
Postcode
2000
📞 0419 461 951🌐 Website
Responsible Manager MasterclassSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dennis Navan★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005364
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce8 unit Diploma of Financial PlanningCertified Financial PlannerEthics for Financial Services
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Ditte Galloway★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005456
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor Degree
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Donna Gulbin★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005457
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate Diploma in Applied FinanceEthics for Financial Services (Intensive)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Errol Umar★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000257663
Postcode
2000
📞 1300 138 848🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001006029
Postcode
2000
📞 (02) 9775 2600🌐 Website
General Securities Representative (Series 7) ExaminationAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation Program AssessmentSuperannuation Module
SecuritiesDerivativesGovernment Debentures
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Fiona Archer★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005462
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Accounting)Foreign Exchange Accreditation Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Francesco De-Stradis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005388
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsMaster of CommerceASX/ACH Responsible ExecutiveADA Level 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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Garry James Loffhagen★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000234779
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of Commerce (Accounting)Chartered AccountantDiploma of Financial PlanningCFP®
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Nunan

UNITED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 10, Suite 02/56 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000329884
Postcode
2000
📞 (02) 7208 5400🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 3, Level 13/56 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001000967
Postcode
2000
📞 (02) 9222 9555🌐 Website
Bachelor of Science ArchitectureMaster of Commerce FinanceCertified Financial PlannerAccredited Derivatives Adviser Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Heath Mclaren★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005207
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005207
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1999 (27 years)
Registration #
000249402
Postcode
2000
📞 0414 971 806🌐 Website
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ivon Fellowes

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1999 (27 years)
Registration #
000249402
Postcode
2000
📞 0414 971 806🌐 Website
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Nicholson★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005225
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005225
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001267531
Postcode
2000
📞 (02) 8422 5500🌐 Website
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
RegisteredTax Advice ✓
📍 935 Station St, Box Hill North VIC 3129
Experience
Since 1999 (27 years)
Registration #
000287852
Postcode
2000
📞 (03) 9258 0300🌐 Website
Bachelor of BusinessDFPDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin James Hooper★★★★★ 5 (5 reviews)

SENTINEL WEALTH MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 24/56 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000260316
Postcode
2000
📞 (02) 8908 5300🌐 Website
Bachelor of Business Science (with Honours)Diploma of Financial PlanningCertified Financial PlannerRegistered Life Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Witherdin★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001003563
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001003563
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001264599
Postcode
2000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/66 Goulburn St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000344030
Postcode
2000
📞 (02) 9114 9965🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001005882
Postcode
2000
📞 (02) 9231 2133🌐 Website
Diploma of Financial PlanningCertified Financial PlannerSMSFMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Horwood★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001002055
Postcode
2000
📞 1800 331 685🌐 Website
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★★★★★ 5 (29 reviews)

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 16, Tower 2/201 Sussex St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000231188
Postcode
2000
📞 (02) 9221 2099🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001006382
Postcode
2000
📞 1300 138 848🌐 Website
ADFSEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Coorey★★★★★ 5 (234 reviews)

STRATEGIC ADVICE AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Shop 1/2 Black Lion Pl, Kensington NSW 2033
Experience
Since 1999 (27 years)
Registration #
000252882
Postcode
2000
📞 (02) 9389 1859🌐 Website
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Coorey★★★★★ 5 (234 reviews)

STRATEGIC ADVICE AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Shop 1/2 Black Lion Pl, Kensington NSW 2033
Experience
Since 1999 (27 years)
Registration #
000252882
Postcode
2000
📞 (02) 9389 1859🌐 Website
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Geoffrey Hutton★★★★★ 4.8 (6 reviews)

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED
RegisteredTax Advice ✓
📍 Level 5/10 Shelley St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000260714
Postcode
2000
📞 (02) 9020 4000🌐 Website
Bachelor of EconomicsChartered AccountantDiploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Scott Hoy★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
001001557
Postcode
2000
📞 (07) 3212 1333🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001270669
Postcode
2000
📞 (02) 9178 0700🌐 Website
Bachelor of CommerceBachelor of Economics8 Unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentRSA Products
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Paul Gerard Mccarthy★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001004116
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000247594
Postcode
2000
📞 1800 445 767🌐 Website
Bachelor of EconomicsBachelor of Economics8 unit Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Philip Barry Sharp★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001006074
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000268118
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentASX Accredited Derivatives Adviser Level OneSuperannuation
SecuritiesGovernment Debentures
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Phillip Gillard★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000241959
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip Stefas★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000268166
Postcode
2000
📞 (02) 9238 1238🌐 Website
Superannuation ModuleMargin Lending Accreditation Program
SuperannuationSecurities
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Raymond Chor Man Chan★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000259387
Postcode
2000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10, Suite 02/56 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000290608
Postcode
2000
📞 (02) 7208 5400🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001006231
Postcode
2000
📞 (02) 9775 2600🌐 Website
SDIA Accreditation Program AssessmentMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Riste Jurukovski★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000309044
Postcode
2000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1999 (27 years)
Registration #
001002667
Postcode
2000
📞 0414 971 806🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1999 (27 years)
Registration #
001006114
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 1999 (27 years)
Registration #
000407491
Postcode
2000
📞 (02) 9002 0570🌐 Website
Bachelor of CommerceCPACERTIFIED FINANCIAL PLANNERCPA-PFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vince Lucifero★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001004781
Postcode
2000
📞 1300 847 434🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001245238
Postcode
2000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2000 (26 years)
Registration #
000244728
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000273130
Postcode
2000
📞 1300 737 526🌐 Website
Diploma of Financial PlanningCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anaheeta Engineer★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
Registered
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001002588
Postcode
2000
📞 1800 501 204🌐 Website
Certificate 3 Investment and Personal Financial PlanningGraduate Diploma in Personal Financial Planning
SuperannuationLife InsuranceLife Investment
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Andrew Douglas Marton Swaffer★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2000 (26 years)
Registration #
001002290
Postcode
2000
🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001005220
Postcode
2000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000263805
Postcode
2000
📞 (02) 8074 8599🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001004458
Postcode
2000
📞 1800 501 204🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000230791
Postcode
2000
📞 (02) 9248 8000🌐 Website
Bachelor of Commerce (Accounting)Chartered AccountantCFP Certification ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Norman Richard-Preston★★★★★ 4.7 (3 reviews)

VIVID FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 466 Cheltenham Rd, Keysborough VIC 3173
Experience
Since 2000 (26 years)
Registration #
000392984
Postcode
2000
📞 (03) 9772 2998🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001004610
Postcode
2000
📞 (02) 8216 6300🌐 Website
Certified Financial PlannerLife Risk SpecialistProfessional Diploma in StockbrokingGraduate Diploma in Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Colin Nicola Luigi Benvenuto★★★★★ 5 (1 reviews)

EMERGE FINANCIAL PTY LIMITED
RegisteredTax Advice ✓
📍 1/66 Hunter St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000241833
Postcode
2000
📞 (02) 9230 0555🌐 Website
DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Neil Maltz★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000344389
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Daniel Anthony Pitt★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2000 (26 years)
Registration #
001004397
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelor of EconomicsGrad Dip Finance and InvestmentRG146ADA 1
SecuritiesDerivativesGovernment Debentures
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Darren Scott Harris

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000272988
Postcode
2000
📞 1300 663 334🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000245990
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★ 4.2 (5 reviews)

WFS CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 level 15/122 Arthur St, North Sydney NSW 2060
Experience
Since 2000 (26 years)
Registration #
000321328
Postcode
2000
📞 (02) 9929 2100🌐 Website
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★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000244291
Postcode
2000
📞 (02) 9188 2903🌐 Website
Bachelor of CommerceCertified Financial PlannerSelf Managed Superannuation FundsDiploma of Finance & Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Greg Newbury★★★★ 4.3 (6 reviews)

ACCRU FINANCIAL PLANNING PTY LTD
Registered
📍 Level 9/1 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000255765
Postcode
2000
📞 (02) 8226 1655🌐 Website
Bachelor of BusinessCA ProgramCertified Public PractitionerSecurities and Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gregory Mifsud★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000287870
Postcode
2000
📞 (02) 8908 3444🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2000 (26 years)
Registration #
000250024
Postcode
2000
📞 (02) 6249 1555
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001004456
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001240636
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce Major in Accounting & EconomicsSDIA Accreditation Program AssessmentSuperannuation ModuleAccredited Derivatives Adviser Level Two
SecuritiesDerivatives
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Ian Smith★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000247709
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of Commerce (Finance)Master of EconomicsMaster of Applied FinanceCA - Chartered Accountants (CA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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James Edward Dunlop★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Registered
📍 833 Collins St, Docklands VIC 3008
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001258710
Postcode
2000
📞 1300 847 434🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000313986
Postcode
2000
📞 1300 847 434🌐 Website
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★★★★★ 5 (5 reviews)

SENTINEL WEALTH MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 24/56 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000441564
Postcode
2000
📞 (02) 8908 5300🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2000 (26 years)
Registration #
000259298
Postcode
2000
📞 (07) 3334 4888🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005959
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentSDIA Accreditation Program AssessmentSuperannuation Module
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Leo Diniotis★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001252299
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Economics
Securities
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Lisa Maree Barber★★★★★ 5 (4 reviews)

EXPERT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 3/87-89 Foveaux St, Surry Hills NSW 2010
Experience
Since 2000 (26 years)
Registration #
000247688
Postcode
2000
📞 (02) 9002 0202🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000224391
Postcode
2000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2000 (26 years)
Registration #
000463499
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★ 4.3 (6 reviews)

GENUS WEALTH AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Unit 2/12B Teramby Rd, Nelson Bay NSW 2315
Experience
Since 2000 (26 years)
Registration #
001003368
Postcode
2000
📞 (02) 4052 2999🌐 Website
Financial AdvisingSelf Managed Superannuation FundsMargin Lending & Geared InvestmentsApplied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Swieconek★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001002217
Postcode
2000
🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentMargin LendingFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Swieconek★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001002217
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentMargin LendingFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Taylor★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001804
Postcode
2000
📞 (03) 9292 0101🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001232926
Postcode
2000
📞 1300 275 813🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001004499
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000235714
Postcode
2000
📞 (02) 9135 2935🌐 Website
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
RegisteredTax Advice ✓
📍 5/12 Maroondah Hwy, Ringwood VIC 3134
Experience
Since 2000 (26 years)
Registration #
000245045
Postcode
2000
📞 1300 736 480
Risk ManagementManaged InvestmentsSuperannuation and Retirement PlanningFoundation Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Nigel Gower Baker

POOLEDFUNDS PTY LTD
RegisteredTax Advice ✓
📍 Level 13/55 Clarence St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001001041
Postcode
2000
📞 (02) 9905 9001🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerChartered Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick Hegarty

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2000 (26 years)
Registration #
000320032
Postcode
2000
📞 0414 971 806🌐 Website
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
📍 17/9 Castlereagh St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005580
Postcode
2000
📞 0410 335 135🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005386
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsCertified Practising AccountantGraduate Diploma of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivatives
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Paul Stefan Mann★★★★★ 4.8 (58 reviews)

AMALGAMATED FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite B, Level 3A/43-45 E Esplanade, Manly NSW 2095
Experience
Since 2000 (26 years)
Registration #
000276270
Postcode
2000
📞 (02) 9976 3388🌐 Website
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★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000307338
Postcode
2000
📞 (02) 9146 8900🌐 Website
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
RegisteredTax Advice ✓
📍 level 5/10 Bridge St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001000184
Postcode
2000
📞 (02) 8067 8010🌐 Website
Bachelor of Business StudiesDiploma of Business StudiesSeries 7 (US Securities)Professional Diploma in Stockbroking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Simpson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001000778
Postcode
2000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 2/185 Gloucester St, The Rocks NSW 2000
Experience
Since 2000 (26 years)
Registration #
000317332
Postcode
2000
📞 1300 885 025🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001265065
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level TwoMargin Lending and Geared InvestmentsMaster of Business Administration (Executive)
Derivatives
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Samuel Philip Croll★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001148
Postcode
2000
📞 (03) 9256 8700🌐 Website
PS146 Compliance ProgramGraduate Diploma of Applied Finance & InvestmentLevel 1 Accredited Derivatives AdviserAccredited Derivatives Adviser Level 2
SecuritiesDerivativesGovernment Debentures
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Scarlet Fung★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005411
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★ 4 (8 reviews)

BILLINGHAM ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 22, Tower 3/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2000 (26 years)
Registration #
000322274
Postcode
2000
📞 (02) 8083 0973🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001006095
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.6 (40 reviews)

DELOITTE ACTUARIES & CONSULTANTS LIMITED
Registered
📍 Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000434428
Postcode
2000
📞 (02) 9322 7000🌐 Website
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
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000259769
Postcode
2000
📞 (02) 9135 2935🌐 Website
Bachelor of EconomicsCertified Financial PlannerCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen John Donohoe★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005389
Postcode
2000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Experience
Since 2000 (26 years)
Registration #
000433217
Postcode
2000
📞 (07) 3164 7938🌐 Website
Bachelor of CommerceMaster of Applied FinancePHD Applied FinanceCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vincent Patrick Dore★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2000 (26 years)
Registration #
000273268
Postcode
2000
📞 (02) 9002 0570🌐 Website
Diploma of Financial PlanningCertified Financial PlannerRG146 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alberto Dimarco★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2001 (25 years)
Registration #
001005133
Postcode
2000
📞 0483 955 940🌐 Website
Bachelor of CommerceADA2ASX Accredited Derivatives Adviser Level 2Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew James Falk★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001001475
Postcode
2000
📞 (03) 9256 8700🌐 Website
Diploma of Financial MarketsASX Accredited Derivatives Adviser Level 1Margin Lending and Geared InvestmentsFinsia
SuperannuationSecuritiesDerivativesGovernment Debentures
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Angus Mcintyre Dockrill★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2001 (25 years)
Registration #
000404746
Postcode
2000
📞 (02) 9002 0570🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anita Louie★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001272116
Postcode
2000
📞 1800 813 327🌐 Website
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★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000285732
Postcode
2000
📞 (02) 8297 6666🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005761
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001006431
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2001 (25 years)
Registration #
001000515
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelors of CommerceGraduate Diploma of Applied Finance and InvestmentRG146 SuperannuationMargin lending: obligations for financial advisers
SuperannuationSecuritiesGovernment Debentures
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Brendan James Krone★★ 2.2 (12 reviews)

DOCTORS FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 6 Tower 3/201 Sussex St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003805
Postcode
2000
📞 1800 226 126🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001000323
Postcode
2000
📞 (02) 9238 1238🌐 Website
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★★★★★ 4.8 (18 reviews)

E.F.D.B. PTY LIMITED
RegisteredTax Advice ✓
📍 level 6/7 Macquarie Pl, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000464805
Postcode
2000
📞 (02) 9223 0911🌐 Website
Bachelor EconomicsChartered Accountant of AustraliaRG146 Margin LendingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clive Ringler★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001006198
Postcode
2000
📞 (03) 9242 4000🌐 Website
Master of Commerce (Accounting)SDIA Accreditation Program AssessmentSuperannuationMargin Lending Accreditation Program
SecuritiesDerivativesGovernment DebenturesRSA Products
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David Simon

SIRA GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001004673
Postcode
2000
📞 (03) 9909 7018🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003620
Postcode
2000
📞 (02) 9178 0700🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Registered
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001253047
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001002824
Postcode
2000
📞 (02) 8078 0888🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000224523
Postcode
2000
📞 1800 445 767🌐 Website
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★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
Registered
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000321777
Postcode
2000
📞 (02) 8297 6666🌐 Website
Diploma of Financial AdvisingRetirement Income Streams Training Program Level 2SMSF Advising QualificationFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory John Barter★★★★★ 5 (34 reviews)

ALLIED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001001811
Postcode
2000
📞 (02) 9062 3230🌐 Website
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
RegisteredTax Advice ✓
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
RegisteredTax Advice ✓
📍 40 Lime Street, King Street Wharf, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000305126
Postcode
2000
📞 (02) 9279 7600🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 902, Level 9/60 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000246007
Postcode
2000
📞 (02) 9240 9200🌐 Website
Bachelor of Commerce (Economics and Finance)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julia Jane Murray★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001002389
Postcode
2000
📞 (03) 9256 8700🌐 Website
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★★★★★ 5 (4 reviews)

INTRINSIC PRIVATE WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000259278
Postcode
2000
📞 0421 733 879🌐 Website
Bachelor of Commerce (Economics & Finance)Graduate Diploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Justin Tyne★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000324141
Postcode
2000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000406147
Postcode
2000
📞 (02) 9178 0700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10, Suite 02/56 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000453264
Postcode
2000
📞 (02) 7208 5400🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001006395
Postcode
2000
📞 (03) 9242 4000🌐 Website
Graduate Diploma of Applied Finance and InvestmentADA2SuperannuationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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Mark Morcos★★★★★ 5 (2 reviews)

STAMFORD (WEALTH MANAGEMENT) PTY LTD
RegisteredTax Advice ✓
📍 Level 9/16 O'Connell St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000321224
Postcode
2000
📞 (02) 9046 8900🌐 Website
Bachelor or Applied FinanceDiploma of Financial PlanningSMSF Specialist AdviserSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Nagle★★★★★ 5 (6 reviews)

IA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000304916
Postcode
2000
📞 (02) 7227 8802🌐 Website
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marshall Brentnall

THE PRINCIPAL EDGE PTY. LTD.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2001 (25 years)
Registration #
000250831
Postcode
2000
📞 (02) 9363 2900🌐 Website
Diploma of Business StudiesBachelor of BusinessCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Crone★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001264597
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessBachelor of BusinessSuperannuation & Retirement PlanningMargin Lending and Geared Investments
SuperannuationSecurities
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Michelle Kelly★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003641
Postcode
2000
🌐 Website
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
RegisteredTax Advice ✓
📍 2/185 Gloucester St, The Rocks NSW 2000
Experience
Since 2001 (25 years)
Registration #
000231439
Postcode
2000
📞 1300 885 025🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2001 (25 years)
Registration #
000242264
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001004464
Postcode
2000
📞 (02) 8263 4000🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001247835
Postcode
2000
🌐 Website
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★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000248007
Postcode
2000
📞 (02) 9248 0422🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 3, Level 13/56 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001266373
Postcode
2000
📞 (02) 9222 9555🌐 Website
Bachelor of CommerceDiploma of Financial PlanningChartered Financial AnalystSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Simeon Levin

FITZPATRICKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000244999
Postcode
2000
📞 (02) 9248 8000🌐 Website
Diploma of Financial PlanningCFP Certification ProgramLife Risk SpecialistSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Suhas Govind Mahajan★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001264453
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivatives
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Thomas Fry★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005520
Postcode
2000
📞 (03) 9906 5000🌐 Website
Diploma
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Tim Waterson

AWM SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41/56-60 Foster St, Surry Hills NSW 2010
Experience
Since 2001 (25 years)
Registration #
001006847
Postcode
2000
📞 (02) 8061 6696🌐 Website
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
📍 8/65 York St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001007415
Postcode
2000
🌐 Website
Bachelor of CommerceMasters of TaxationDiploma in Financial Planning 1-8Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alex Dimos★★★★★ 5 (2 reviews)

ECON FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 38/2 Park St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000245896
Postcode
2000
📞 (02) 9266 2266🌐 Website
Bachelor of EconomicsGraduate Diploma in Financial PlanningCertificate of Foundation TaxSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Allan Furlong★★★★ 4.2 (5 reviews)

F PALMER & M E PALMER
Registered
📍 Level 12/309 Kent St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000261083
Postcode
2000
📞 (02) 9233 2433🌐 Website
PS 146 Compliance Program, Module: Generic Securities
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Andrew James Martin★★★★★ 5 (1 reviews)

PEAK INVESTMENT HOLDINGS PTY LTD
Registered
📍 Level 11/56 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001004291
Postcode
2000
📞 (02) 8274 5800🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000235711
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001003716
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeForeign Exchange Accreditation Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Apostolos Stoikos★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001003763
Postcode
2000
📞 13 22 65🌐 Website
Bachelor DegreeAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Benjamin Lee Daniel Green★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000464796
Postcode
2000
📞 (02) 8114 2222🌐 Website
Diploma of Financial Services FNB50199
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Benjamin Peters★★★★★ 4.8 (18 reviews)

E.F.D.B. PTY LIMITED
RegisteredTax Advice ✓
📍 level 6/7 Macquarie Pl, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000291674
Postcode
2000
📞 (02) 9223 0911🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000327717
Postcode
2000
🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001005989
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
Registered
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000240420
Postcode
2000
📞 (02) 9888 4764🌐 Website
Diploma Financial Services (Financial Planning)
Life InsuranceLife Investment
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Craig Ross Shainfeld★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000332304
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000247043
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of Business (Finance)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Damien Skidmore★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000247043
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of Business (Finance)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Clark★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000242326
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor DegreeGraduate DiplomaCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David William Rodgers

UNITED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 10, Suite 02/56 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000457820
Postcode
2000
📞 (02) 7208 5400🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000300808
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001004581
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Management)Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoMargin lending accreditation
SuperannuationSecuritiesDerivatives
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Finlay Lafleur★★★★★ 5 (8 reviews)

ROUNDED WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 29/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001004640
Postcode
2000
📞 (02) 9216 9068🌐 Website
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★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001256708
Postcode
2000
📞 (02) 9413 9558🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001005202
Postcode
2000
📞 1800 813 327🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
Superannuation
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Francisco Da Luz★★★★★ 4.8 (21 reviews)

ENRIZEN PTY. LTD.
RegisteredTax Advice ✓
📍 Level 28/88 Phillip St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000277063
Postcode
2000
📞 (02) 8316 3950🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000301960
Postcode
2000
📞 1300 650 873🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000249562
Postcode
2000
📞 1300 650 873🌐 Website
Commercial Law IIIA + Commercial Law IIIBBachelor of EconomicsCPA ProgramDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Jack Lisk

QUALITY ADVISERS PTY LIMITED
RegisteredTax Advice ✓
📍 109 Pitt St, Sydney NSW 2000
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001006180
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2002 (24 years)
Registration #
000238825
Postcode
2000
📞 (02) 9252 2000🌐 Website
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★★★★★ 4.8 (6 reviews)

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED
RegisteredTax Advice ✓
📍 Level 5/10 Shelley St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000260715
Postcode
2000
📞 (02) 9020 4000🌐 Website
Bachelor of CommerceChartered AccountantCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Judy Lu★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001002122
Postcode
2000
📞 1800 331 685🌐 Website
Diploma of Business StudiesDiploma of Financial PlanningCertified Financial PlannerMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Linda Tang★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001005298
Postcode
2000
📞 (02) 9238 1238🌐 Website
Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationSecuritiesRSA Products
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Louise Rottier

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2002 (24 years)
Registration #
001008436
Postcode
2000
📞 0414 971 806🌐 Website
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
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Martin Peter White★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000231836
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000250641
Postcode
2000
📞 1300 737 526🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma in ManagementSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Davey★★★★★ 4.9 (393 reviews)

FUTURE GROUP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite 4:02/175 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001000452
Postcode
2000
📞 1300 658 422🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000416599
Postcode
2000
📞 1800 445 767🌐 Website
Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Melinda Brown★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001252055
Postcode
2000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level 13/55 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000247793
Postcode
2000
📞 (02) 9905 9001🌐 Website
Diploma of Financial PlanningCertified Financial PlannerMasters of Management in Financial ManagementSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Catherine Grover★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001001546
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 1 Accredited Derivatives AdviserPS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment Debentures
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Nhi Ai Lam Vo★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2002 (24 years)
Registration #
000234926
Postcode
2000
📞 0483 955 940🌐 Website
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
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Nicholas Moustacas★★★★★ 5 (3 reviews)

R&S WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 305 , Level 3/50 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000234886
Postcode
2000
📞 (02) 9241 5906🌐 Website
Bachelor of CommerceCertificate of Public PracticeFinancial Planning Proper Authority CourseSMSF Specialist Advisors (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul L Feeney★★★★★ 5 (12 reviews)

OTIVO PTY LTD
RegisteredTax Advice ✓
📍 50 York St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001267471
Postcode
2000
🌐 Website
Diploma of Financial AdvisingGraduate Diploma of Applied Finance and InvestmentDFP5v3 Tax for Financial AdvisingTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Siu Man Lily Mo★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001003345
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★★ 5 (1 reviews)

STEWARDS CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 1 Nollsworth Park Nollsworth Crescent La Lucia, Ridge, La Lucia, uMhlanga, 4319, South Africa
Experience
Since 2002 (24 years)
Registration #
001233892
Postcode
2000
📞 031 350 4100🌐 Website
Diploma of Financial AdvisingBachelor of EconomicsDiploma of Financial Services (Financial Markets)FASEA exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Sammann★★★★★ 4.9 (393 reviews)

FUTURE GROUP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite 4:02/175 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000248468
Postcode
2000
📞 1300 658 422🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aaron Edwards

ALTA INVESTMENT MANAGEMENT PTY LIMITED
Registered
📍 17/9 Castlereagh St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001002215
Postcode
2000
📞 0410 335 135🌐 Website
Derivatives Accreditation Level 1 and 2Diploma of Technical AnalysisGraduate Diploma in Applied FinanceMaster of Applied Finance
SecuritiesDerivativesGovernment Debentures
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Brad Fensom★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2003 (23 years)
Registration #
000247042
Postcode
2000
📞 0450 737 737🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2003 (23 years)
Registration #
000332579
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000308885
Postcode
2000
📞 (02) 8078 0888🌐 Website
Certificate in a Financial MarketsDiploma Financial MarketsDiploma of Financial MarketsCFP Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Navarro★★★★★ 4.8 (58 reviews)

AMALGAMATED FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite B, Level 3A/43-45 E Esplanade, Manly NSW 2095
Experience
Since 2003 (23 years)
Registration #
000239459
Postcode
2000
📞 (02) 9976 3388🌐 Website
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
RegisteredTax Advice ✓
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
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Daniel James Walsh★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001000725
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000228809
Postcode
2000
📞 (03) 8508 7800🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningMaster of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darrin Newport★★★★★ 5 (1 reviews)

PERITIA WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000404149
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (8 reviews)

DAVID W LEE & ASSOCIATES PTY LTD
Registered
📍 Level 16/115 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001006519
Postcode
2000
📞 (02) 9223 2100🌐 Website
Master of CommerceDiploma of Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dion Jay Guagliardo★★★★★ 4.9 (226 reviews)

100 DOORS PTY. LTD.
RegisteredTax Advice ✓
📍 10 Seville St, North Parramatta NSW 2151
Experience
Since 2003 (23 years)
Registration #
000291287
Postcode
2000
📞 (02) 9613 3579🌐 Website
Diploma of Financial Planning (DFP)Masters of Business Administration (MBA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gabrielle Rose Wood★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001003726
Postcode
2000
📞 (03) 9906 5000🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Applied Finance)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Gareth Henderson Russel★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001265332
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesRSA Products
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Gary Christopher Marsh

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000232472
Postcode
2000
📞 (02) 9904 2792🌐 Website
51123Bachelor of Business (Economics)ACCG857Masters of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Shahinian★★★★★ 5 (2 reviews)

ECON FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 38/2 Park St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000246144
Postcode
2000
📞 (02) 9266 2266🌐 Website
Bachelor of CommerceMaster of BusinessGraduate Diploma in Financial PlanningEssential self managed superannuation fund update
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Greg Suefong

CLIMB WEALTH PTY LTD
Registered
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000232466
Postcode
2000
📞 (02) 8238 0800🌐 Website
DFP Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Giordmaina★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2003 (23 years)
Registration #
001243218
Postcode
2000
📞 (02) 9252 2000🌐 Website
Diploma of Financial Service (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Kuo★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001003833
Postcode
2000
📞 1300 306 900🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000270561
Postcode
2000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Joshua Cameron

EFS ADVICE PTY LTD
RegisteredTax Advice ✓
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001004457
Postcode
2000
📞 1800 501 204🌐 Website
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
RegisteredTax Advice ✓
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001003791
Postcode
2000
📞 1300 653 097🌐 Website
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★★★★★ 5 (2 reviews)

CRYSTAL WEALTH PARTNERS LTD
RegisteredTax Advice ✓
📍 Level 8/65 York St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001001442
Postcode
2000
📞 (02) 7208 7822🌐 Website
Bachelor of Commerce (Management, Banking & Finance)Graduate Diploma of Financial PlanningEthics & ProfessionalismSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Graeme Oake★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000426956
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000426956
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000426956
Postcode
MSW
📞 (02) 9888 4764🌐 Website
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★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000242317
Postcode
2000
📞 (02) 8908 3444🌐 Website
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★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000433922
Postcode
2000
📞 (02) 9413 9558🌐 Website
Bachelor of ArtsDiploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Sutherland★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001255102
Postcode
2000
📞 13 22 65🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001001141
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001001207
Postcode
2000
📞 (02) 8238 0800🌐 Website
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★★★★★ 5 (4 reviews)

INTRINSIC PRIVATE WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000259389
Postcode
2000
📞 0421 733 879🌐 Website
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
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000238819
Postcode
2000
📞 (02) 9135 2935🌐 Website
Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Robert Arthur Ross

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000297550
Postcode
2000
📞 1800 738 473🌐 Website
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★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001003282
Postcode
2000
📞 1300 306 900🌐 Website
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
RegisteredTax Advice ✓
📍 10/56 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001000484
Postcode
2000
📞 (02) 8316 0660🌐 Website
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
RegisteredTax Advice ✓
📍 10/56 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001000484
Postcode
2000
📞 (02) 8316 0660🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001297346
Postcode
2000
📞 (02) 9230 9600🌐 Website
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sue-Ellen Hogan★★★★★ 5 (3 reviews)

R&S WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 305 , Level 3/50 Clarence St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000239425
Postcode
2000
📞 (02) 9241 5906🌐 Website
Certificate IV in Financial Planning
SuperannuationLife InsuranceLife Investment
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Thomas Ilinkovski★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000235775
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001003192
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceMaster of CommerceADA Level 1 & 2Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivatives
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Thomas Schipilliti★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000247677
Postcode
2000
📞 1800 445 767🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000435333
Postcode
2000
📞 1300 138 138🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001004333
Postcode
2000
📞 1300 309 618🌐 Website
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
RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Experience
Since 2004 (22 years)
Registration #
000397894
Postcode
2000
📞 (07) 3164 7938🌐 Website
Bachelor of CommerceMasters of BusinessGraduate Diploma of Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Hamilton Mckissock★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001273072
Postcode
2000
📞 13 22 65🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
000259112
Postcode
2000
📞 (07) 3334 4888🌐 Website
Diploma in Financial MarketsSDIA RG146 Accreditation ProgramMargin Lending Accreditation Program924 Superannuation and Skills
SuperannuationSecuritiesGovernment Debentures
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Anthony James Pears★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000249727
Postcode
2000
📞 (02) 8078 0888🌐 Website
Bachelor DegreeDiplomaCertified Financial PLannerRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Kim Bradshaw★★★★★ 5 (12 reviews)

HALO FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite 4.03 Level 4/4-6 Bligh St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000281254
Postcode
2000
📞 1300 400 373🌐 Website
Bachelor of BusinessDiploma of Financial ServicesChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Ashley Salter★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005330
Postcode
2000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10, Suite 10.01, 14 Martin Pl, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000411143
Postcode
2000
📞 (02) 9233 3888🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000269295
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005344
Postcode
2000
📞 (03) 9906 5000🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001245127
Postcode
2000
📞 (02) 8651 3400🌐 Website
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.
RegisteredTax Advice ✓
📍 Suite 16a, Level 1/50 Glebe Rd, The Junction NSW 2291
Experience
Since 2004 (22 years)
Registration #
001002187
Postcode
2000
📞 (02) 4927 0001🌐 Website
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
RegisteredTax Advice ✓
📍 Level 36/1 Macquarie Pl, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000449132
Postcode
2000
📞 (02) 8075 4771🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emmanuel Solinap★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
001000439
Postcode
2000
📞 (07) 3212 1333🌐 Website
Diploma of Financial ServicesMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Frank Tesoriero★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001002000
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2004 (22 years)
Registration #
000252942
Postcode
2000
📞 0450 737 737🌐 Website
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★★★★★ 5 (1 reviews)

NOVUS CAPITAL LIMITED
Registered
📍 Level 19/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000259215
Postcode
2000
📞 (02) 9375 0100🌐 Website
Bachelor of BusinessGraduate Diploman in Applied Finance and InvestmentDerivatives Level 1 and 2
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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George Michael Caredes★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000250639
Postcode
2000
📞 (02) 8908 3444🌐 Website
Bachelor of Mathematics and FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner CFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Pereira★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000302076
Postcode
2000
🌐 Website
Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Pereira

MBT MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 52 Frenchs Rd, Sydney NSW 2068
Experience
Since 2004 (22 years)
Registration #
000302076
Postcode
2000
📞 (02) 9967 9816🌐 Website
Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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James Antony Silverton★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000277695
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce in Accounting and FinanceGraduate Diploma in Applied Finance & InvestmentsSuperannuationMargin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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James Lawrie★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
Registered
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001266974
Postcode
2000
📞 1800 331 685🌐 Website
Bachelor of EconomicsGraduate DiplomaGraduate diploma in financial planningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jane Caroline Campbell★★★★★ 5 (1 reviews)

AERAN PTY LTD
RegisteredTax Advice ✓
📍 302/50 Miller St, North Sydney NSW 2060
Experience
Since 2004 (22 years)
Registration #
001000224
Postcode
2000
📞 (02) 8188 0700🌐 Website
Bachelor of CommerceBachelor of LawsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeremy Boller

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001001995
Postcode
2000
📞 (02) 9904 2792🌐 Website
Estate PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Joel Phillip Campbell★★★★ 4 (1 reviews)

CAMPBELL FINANCIAL GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 404/25 Lime St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001001249
Postcode
2000
📞 (02) 9221 9709🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001003567
Postcode
2000
📞 (02) 8232 3333🌐 Website
Generic KnowledgeInvestment Planning 1ASX Accredited Derivatives Adviser Level OneGraduate Certificate in Applied Finance
SuperannuationSecuritiesDerivativesGovernment Debentures
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Joel Wright★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001003567
Postcode
2000
📞 (02) 8232 3333🌐 Website
Generic KnowledgeInvestment Planning 1ASX Accredited Derivatives Adviser Level OneGraduate Certificate in Applied Finance
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Joel Xuereb★★★★★ 5 (9 reviews)

BRIDGE PRIVATE WEALTH AFSL PTY LTD
RegisteredTax Advice ✓
📍 Suite 2 Level 14/109 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000323762
Postcode
2000
📞 (02) 9953 1373🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001005073
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Business
SuperannuationSecuritiesDerivatives
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John Jamieson★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005536
Postcode
2000
📞 (03) 9906 5000🌐 Website
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★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000264414
Postcode
2000
📞 (02) 9146 8900🌐 Website
Bachelor of BusinessDiploma of Financial PlanningCFPEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Keiran Leigh Faulkner★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001003714
Postcode
2000
📞 (03) 9906 5000🌐 Website
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
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000287711
Postcode
2000
📞 (02) 8238 0800🌐 Website
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa Therese Judge★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000263522
Postcode
2000
📞 1300 138 848🌐 Website
Bachelor of CommerceEntry Level CompetenciesGraduate Diploma in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lonni Aylett★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001000538
Postcode
2000
📞 (02) 8216 6300🌐 Website
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.
RegisteredTax Advice ✓
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000334916
Postcode
2000
📞 (02) 8215 1560🌐 Website
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★★★★★ 5 (3 reviews)

SWMG PTY LTD
RegisteredTax Advice ✓
📍 102/410 Elizabeth St, Surry Hills NSW 2010
Experience
Since 2004 (22 years)
Registration #
000266871
Postcode
2000
📞 0469 855 450🌐 Website
B. Ed. (Maths)Grad. Dip. Applied Finance & InvestmentF. FinSSA Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marcus Cameron Nicholls★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000290033
Postcode
2000
📞 (02) 9248 0422🌐 Website
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
RegisteredTax Advice ✓
📍 Level 5/115 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001007011
Postcode
2000
📞 (02) 9113 7294🌐 Website
Bachelor of Commerce & Bachelor of LawsDiploma of Financial Services (Financial Planning)Graduate Diploma (ICAA)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Sacks★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000277339
Postcode
2000
📞 1300 732 266🌐 Website
Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael James Clegg★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001004322
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of CommerceAccredited Derivatives Adviser Level 2TASACL Commercial LawTFA Tax for Financial Advising
SecuritiesDerivativesGovernment Debentures
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Michael Morcos★★★★★ 5 (2 reviews)

STAMFORD (WEALTH MANAGEMENT) PTY LTD
Registered
📍 Level 9/16 O'Connell St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001007293
Postcode
2000
📞 (02) 9046 8900🌐 Website
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★★★★★ 4.9 (127 reviews)

TWD LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/40 Kings Park Rd, West Perth WA 6005
Experience
Since 2004 (22 years)
Registration #
000260860
Postcode
2000
📞 1300 893 000🌐 Website
Bachelor of Business (Acounting and Marketing)Advanced Diploma of Financial PlanningCertified Financial PlannerAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Michelle Lee★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001002323
Postcode
2000
📞 (02) 8216 6300🌐 Website
Master of CommerceASX Accredited Derivatives AdviserAdvanced Diploma of Financial PlanningASX Accredited Derivatives Adviser
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Pasquale Salvatore Lombardo★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000331553
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level 2Graduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking
Derivatives
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Peter Tatt Weng Lee

GENERATION WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 902, Level 9/60 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000343809
Postcode
2000
📞 (02) 9240 9200🌐 Website
Diploma of Financial PlanningMasters of Commerce (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter White★★★★★ 5 (22 reviews)

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001006268
Postcode
2000
📞 (02) 8880 8962🌐 Website
Advanced Diploma of Financial PlanningMaster of Applied FinanceEthics & Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Que Hong Di-Leo★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000268502
Postcode
2000
📞 (02) 9146 8900🌐 Website
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★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000279381
Postcode
2000
📞 (02) 9906 8066🌐 Website
Bachelor of BusinessChartered Accountant (CA)Diploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Nicholls★★★★★ 5 (22 reviews)

BLUE LANTERN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Suite 602, level 6/309 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000316199
Postcode
2000
📞 (02) 8062 5962🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000257654
Postcode
2000
📞 1300 138 848🌐 Website
Diploma of Financial PlanningCFP Education ProgramTier 2 Compliance SolutionEthics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Russell Jones★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001264192
Postcode
2000
📞 (02) 9238 1238🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005509
Postcode
2000
📞 (03) 9906 5000🌐 Website
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★★★★ 4 (43 reviews)

AON RISK SERVICES AUSTRALIA LIMITED
Registered
📍 Level 33/201 Kent St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001005877
Postcode
2000
📞 (02) 9253 7000🌐 Website
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★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001001432
Postcode
2000
📞 (02) 8263 4000🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001914
Postcode
2000
📞 (03) 9256 8700🌐 Website
PS146 Compliance ProgramSDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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Shu Zheng He

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2004 (22 years)
Registration #
000276764
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2004 (22 years)
Registration #
000281119
Postcode
2000
📞 0450 737 737🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001255744
Postcode
2000
📞 (03) 9242 4000🌐 Website
Diploma of Financial PlanningSMSF Specialist AdviserGraduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen James Bone★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
001255744
Postcode
2000
📞 (07) 3212 1333🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2004 (22 years)
Registration #
000249791
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 4.6 (9 reviews)

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 level 22/2 Market St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000262649
Postcode
2000
📞 (02) 9251 4600🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000336224
Postcode
2000
📞 (02) 7238 4192🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000284675
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001915
Postcode
2000
📞 (03) 9256 8700🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000406163
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★★ 5 (6 reviews)

IC ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000295475
Postcode
2000
📞 (02) 7227 8802🌐 Website
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★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000295246
Postcode
2000
📞 1800 333 613🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001236410
Postcode
2000
📞 (02) 9238 1238🌐 Website
ADA1Bachelor of BusinessBachelor of BusinessADA2
Derivatives
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Amelia Teasdale★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001004595
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceChartered AccountantGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation
SuperannuationSecuritiesDerivatives
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Andrew John Hudson★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001007776
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2005 (21 years)
Registration #
000386762
Postcode
2000
📞 0450 737 737🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
000280968
Postcode
2000
📞 0414 971 806🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
Registered
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2005 (21 years)
Registration #
000341569
Postcode
2000
📞 0401 687 842
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
RegisteredTax Advice ✓
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000288513
Postcode
2000
📞 (02) 8238 0800🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001008601
Postcode
2000
📞 (02) 8651 3400🌐 Website
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
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001004502
Postcode
2000
📞 1300 785 611🌐 Website
Bachelor of ArtsBachelor of ArtsGraduate Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Magnus★★★★ 4.2 (5 reviews)

ARK TOTAL WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 1/343 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000336521
Postcode
2000
📞 (02) 9262 3333🌐 Website
Bachelor of CommerceGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher William Kraegen★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
000322850
Postcode
2000
📞 (07) 3334 4888🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000323833
Postcode
2000
📞 (02) 8365 8300🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
000313692
Postcode
2000
📞 0414 971 806🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000303311
Postcode
2000
📞 1300 653 097🌐 Website
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★★★★★ 5 (3 reviews)

APEX MACRO FINANCIAL GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 772A Station St, Box Hill North VIC 3129
Experience
Since 2005 (21 years)
Registration #
001002657
Postcode
2000
📞 1300 003 888🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001242114
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
001000738
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 5 (2 reviews)

GOLDEN GROUP INTERNATIONAL CONSULTING PTY LTD
Not RegisteredTax Advice ✓
📍 Level 4/7 Bay St, Southport QLD 4215
Experience
Since 2005 (21 years)
Registration #
001277522
Postcode
2000
📞 (07) 5532 2855🌐 Website
Diploma of Financial AdvisingMaster of Financial AnalysisFASEA/Financial Adviser ExamMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Richard Armstrong★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005046
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000293966
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000438917
Postcode
2000
📞 (02) 8216 6300🌐 Website
Diploma of FACertified Financial PlannerCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Jamie Brendon Cockerill★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001002319
Postcode
2000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/139 Macquarie St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001001321
Postcode
2000
📞 (02) 9223 3822🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000293504
Postcode
2000
📞 1300 847 434🌐 Website
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
RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Experience
Since 2005 (21 years)
Registration #
000307562
Postcode
2000
📞 (07) 3164 7938🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph Karam

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
000437193
Postcode
2154
📞 0414 971 806🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000304777
Postcode
2000
📞 1300 663 334🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kate Olivia Mantarro

TRILOGY & CO PTY LTD
RegisteredTax Advice ✓
📍 10/56 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001004229
Postcode
2000
📞 (02) 8316 0660🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001003119
Postcode
2000
📞 (02) 8216 6300🌐 Website
Diploma of Financial Services (Financial Planning)ADA Level 1 & 2Margin Lending Accreditation
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Lisette Anne Walsh★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2005 (21 years)
Registration #
000290055
Postcode
2000
📞 (02) 9002 0570🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000297040
Postcode
2000
📞 1300 732 266🌐 Website
Diploma of Financial Services (Financial Planning), FNS50804ASIC RG146 Tier 1 Insurance Broking Compliance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Aaron Osbourne★★ 2.2 (12 reviews)

DOCTORS FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 6 Tower 3/201 Sussex St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001003898
Postcode
2000
📞 1800 226 126🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
001000221
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of EconomicsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Neelan Sornalingam★★★★★ 5 (9 reviews)

CENTURION ADVISORS AFSL PTY LTD
RegisteredTax Advice ✓
📍 Suite 3, Level 29/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000409308
Postcode
2000
📞 (02) 8999 3383🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000289212
Postcode
2000
📞 (02) 8365 8300🌐 Website
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.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2005 (21 years)
Registration #
001001992
Postcode
2000
📞 (02) 9363 2900🌐 Website
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★★★★★ 5 (1 reviews)

NAVIGATE WEALTH PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 6.02, Level 6/10 Spring St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001000027
Postcode
2000
📞 1300 505 565🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000343899
Postcode
2000
📞 1800 738 473🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000441069
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000441069
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000288258
Postcode
2000
📞 1300 138 138🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005813
Postcode
2000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
001002642
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Gavin Shears★★ 2.3 (3 reviews)

VALOR FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 1007, Level 10/109 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000296264
Postcode
2000
📞 (02) 8013 5205🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF Adviser Education ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert James Baker★★★★★ 5 (1 reviews)

FINTEGRITY WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 302/20 Bungan St, Mona Vale NSW 2103
Experience
Since 2005 (21 years)
Registration #
000283509
Postcode
2000
📞 (02) 9997 6787🌐 Website
Graduate Diploma of Financial Planing
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ronnie Tse

BLACK GREEN EQUITY PTY LTD
Registered
📍 S6, L6/70 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001001262
Postcode
2000
📞 (02) 9262 5001🌐 Website
Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial ServicesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Towill★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005304
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Applied EconomicsSuperannuation & Retirement PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Applied Finance
SecuritiesGovernment Debentures
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Scott Charles Anderson★★★★★ 5 (1 reviews)

B. MOSES INVESTMENT SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 22/264 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000283627
Postcode
2000
📞 1300 463 031🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000290705
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★★ 5 (2 reviews)

MONEYCLIP MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Suite 1, Level 10/47 York St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000282228
Postcode
2000
📞 (02) 9299 2292🌐 Website
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
RegisteredTax Advice ✓
📍 MLC Centre, Level 23.02/19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000290092
Postcode
2000
📞 (02) 8016 3200🌐 Website
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000292046
Postcode
2000
📞 1300 653 097🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2005 (21 years)
Registration #
000312365
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
000268112
Postcode
2000
📞 (07) 3334 4888🌐 Website
Diploma of Financial ServicesTier 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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Wing Ling Lau★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2005 (21 years)
Registration #
000289990
Postcode
2000
📞 (02) 9252 2000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10/580 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002169
Postcode
2000
📞 (02) 8076 6036🌐 Website
Bachelor of Commerce (Financial Planning & Accounting)Certified Financial PlannerEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexandria Thomaschuetz★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000295209
Postcode
2000
📞 (02) 8908 3444🌐 Website
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
RegisteredTax Advice ✓
📍 MLC Centre, Level 23.02/19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000280498
Postcode
2000
📞 (02) 8016 3200🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001003105
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of MathematicsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)DPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew David Wardle★★★★★ 5 (7 reviews)

ASTUTE PLANNING SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 lvl 4/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000306037
Postcode
2000
🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001000434
Postcode
2000
📞 (02) 9238 1238🌐 Website
Margin Lending Accreditation
Superannuation
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Andrew Wilson★★★★★ 5 (29 reviews)

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 16, Tower 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002631
Postcode
2000
📞 (02) 9221 2099🌐 Website
DiplomaSelf Managed Superannuation Funds & Margin LendingPostgraduate Certificate Applied FinanceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Wilson★★★★★ 5 (29 reviews)

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 16, Tower 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002631
Postcode
2000
📞 (02) 9221 2099🌐 Website
DiplomaSelf Managed Superannuation Funds & Margin LendingPostgraduate Certificate Applied FinanceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Angelique Poulakas★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000307942
Postcode
2000
📞 (02) 9146 8900🌐 Website
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★★★★★ 5 (1 reviews)

MULTIFORTE GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 2/117 Clarence St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000307942
Postcode
2000
📞 (02) 9262 6045🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001004500
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of (Hons) EconomicsMaster of EconomicsACIIGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Antony Vida★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001000576
Postcode
2000
📞 (02) 9238 1238🌐 Website
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★ 1.4 (9 reviews)

FIRESTONE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 117 Kendrick St # 200, Needham, MA 02492, USA
Experience
Since 2006 (20 years)
Registration #
000468216
Postcode
2000
📞 (800) 851-1001🌐 Website
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★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000304191
Postcode
2000
📞 (03) 9602 3233🌐 Website
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
📍 11 99 York St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000298438
Postcode
2000
📞 1300 881 818🌐 Website
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cindy Excell

PRIMESTOCK SECURITIES LIMITED
Not RegisteredTax Advice ✓
📍 Level 17, HWT Tower, 40 City Rd, Southbank VIC 3006
Experience
Since 2006 (20 years)
Registration #
001008735
Postcode
2000
📞 (03) 9827 6999🌐 Website
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 RegisteredTax Advice ✓
📍 Level 17, HWT Tower, 40 City Rd, Southbank VIC 3006
Experience
Since 2006 (20 years)
Registration #
001008735
Postcode
2000
📞 (03) 9827 6999🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000268163
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoSuperannuation
SuperannuationDerivatives
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Darryn Thomas Studdert★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000306763
Postcode
2000
📞 1300 138 138🌐 Website
8 Unit Diploma of Financial PlanningMaster of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Paul Laanemaa★★★★ 4.5 (8 reviews)

BENTLEYS FINANCIAL SERVICES NSW PTY LTD
RegisteredTax Advice ✓
📍 14/60 Margaret St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001250385
Postcode
2000
📞 (02) 9220 0700🌐 Website
Bachelor of CommerceProfessional YearCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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David Paul Laanemaa★★★★ 4.5 (8 reviews)

BENTLEYS FINANCIAL SERVICES NSW PTY LTD
RegisteredTax Advice ✓
📍 14/60 Margaret St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001250385
Postcode
2000
📞 (02) 9220 0700🌐 Website
Bachelor of CommerceProfessional YearCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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David Scott Mcgill★★★★★ 5 (29 reviews)

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 16, Tower 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000298437
Postcode
2000
📞 (02) 9221 2099🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000264448
Postcode
2000
📞 1300 138 138🌐 Website
Bachelor of Business (Accouting and Finance)8 Unit Diploma of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Elvin Perin★★★★★ 4.9 (811 reviews)

EMPOWER WEALTH FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 9/88 Laurens St, North Melbourne VIC 3051
Experience
Since 2006 (20 years)
Registration #
000290625
Postcode
2000
📞 1300 123 842🌐 Website
Associated Diploma in Business Studies (Finance)Diploma of Financial PlanningCertified Financial Planner (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Joseph Elias★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001006327
Postcode
2000
📞 1800 331 685🌐 Website
Bachelor of Economics (Banking and Finance)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hsu Chiang★★★★ 4 (4 reviews)

HALL CHADWICK WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 40/2 Park St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002646
Postcode
2000
📞 (02) 9263 2600🌐 Website
Bachelor of CommerceMaster of Commerce (Applied Finance)Graduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Oineza

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
001258028
Postcode
2000
📞 (03) 9328 3900
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
RegisteredTax Advice ✓
📍 11 99 York St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000303966
Postcode
2000
📞 1300 881 818🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Applied FinanceMaster of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Broomhead★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001000760
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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James Ross Falconer

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001003429
Postcode
2000
📞 1800 738 473🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super FundsCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jason Kwong

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2006 (20 years)
Registration #
000327631
Postcode
2000
📞 0414 971 806🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001240818
Postcode
2000
📞 (02) 7238 4192🌐 Website
Diploma of Financial MarketsBachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certificate of Attainment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Hancock★★★★ 4.2 (355 reviews)

RUSSELL INVESTMENTS EMPLOYEE BENEFITS PTY LTD
Registered
📍 L 9/2 Bulletin Pl, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002467
Postcode
2000
📞 1300 754 748🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
000315354
Postcode
2000
📞 (03) 9328 3900
Bachelor of Commerce in FinanceBachelor of LawGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Stega★★★★★ 5 (3 reviews)

MYAFS PTY LTD
RegisteredTax Advice ✓
📍 102/410 Elizabeth St, Surry Hills NSW 2010
Experience
Since 2006 (20 years)
Registration #
000308485
Postcode
2000
📞 0469 855 450🌐 Website
Bachelor Of LawsBachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Master of Tax & Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kane Kareign Duong★★★★★ 5 (1 reviews)

ADVICE & WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Marton House Executive Suites, Unit 5/142 Union St, The Junction NSW 2291
Experience
Since 2006 (20 years)
Registration #
000299315
Postcode
2000
📞 (02) 4023 5040🌐 Website
Master of Commerce Financial PlanningSecuritiesSelf Managed Super Fund CourseCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Karen Anne Eley★★★★ 4.3 (463 reviews)

NOBLEOAK SERVICES LIMITED
RegisteredTax Advice ✓
📍 Level 4/44 Market St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000276754
Postcode
2000
📞 1300 041 494🌐 Website
Bachelor of AccountingDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin John Francis★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2006 (20 years)
Registration #
000302008
Postcode
2000
📞 (02) 9328 0876🌐 Website
Bachelor of Commerce (Finance & Economics)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew Justin Carey★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000447225
Postcode
2000
📞 (03) 9256 8700🌐 Website
ASX Accredited Derivatives Adciser Level 1ASX Accredited Derivatives Adviser Level 2Margin Lending & Geared Investments927 Foreign Exchange
SecuritiesDerivativesGovernment Debentures
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Mike Liu★★★★★ 5 (3 reviews)

APEX MACRO FINANCIAL GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 772A Station St, Box Hill North VIC 3129
Experience
Since 2006 (20 years)
Registration #
001002650
Postcode
2000
📞 1300 003 888🌐 Website
Advanced Diploma of Financial Service (Financial Planning)Diploma of Financial ServiceMargin Lending and Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Naomi Fraser★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001002696
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of Economics (Social Sciences)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecurities
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Nicholas Reid★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001001913
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Accounting/ Finance)Financial Services Tier 1 Compliance ProgramFinancial Services Tier 1 Compliance ProgramMargin Lending and Geared Investments
SecuritiesGovernment Debentures
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Nicholas Steven Ridge★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001007347
Postcode
2000
📞 1800 501 204🌐 Website
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
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Nigel Andrew Janson★★★★★ 5 (1 reviews)

STRATEGIC FINANCIAL ADVISERS PTY. LTD.
RegisteredTax Advice ✓
📍 King Street Wharf, 322/5 Lime Street, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000354642
Postcode
2000
📞 (02) 9221 1224🌐 Website
Bachelor of Commerce in AccountingDiploma of Financial PlanningCertified Financial PlannerMasters of Business Administration (Executive)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick Giddy

TRILOGY & CO PTY LTD
RegisteredTax Advice ✓
📍 10/56 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001000481
Postcode
2000
📞 (02) 8316 0660🌐 Website
Bachelor Of Business (Accounting)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Alexander Anthony Burgon

LIPMAN BURGON AND PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001000968
Postcode
2000
📞 (02) 9230 9600🌐 Website
Graduate Diploma of Financial PlanningMaster of Applied FinanceCertified Financial Planner (CFP)Certified Investment Management Analyst
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Oliver★★★★★ 4.8 (18 reviews)

E.F.D.B. PTY LIMITED
RegisteredTax Advice ✓
📍 level 6/7 Macquarie Pl, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001001127
Postcode
2000
📞 (02) 9223 0911🌐 Website
Bachelor of BusinessDip.FSSelf Managed Super Fund CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Cheadle

TRILOGY & CO PTY LTD
RegisteredTax Advice ✓
📍 10/56 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001000482
Postcode
2000
📞 (02) 8316 0660🌐 Website
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
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Peter Howard Beins★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001260095
Postcode
2000
📞 (02) 9146 8900🌐 Website
Bachelor of EngineeringMaster of Business AdministrationMaster of Business AdministrationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Richard Curtis Estcourt★★★★★ 5 (1 reviews)

CLASS LEADING SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 12 Distribution Dr., Orchard Hills NSW 2748
Experience
Since 2006 (20 years)
Registration #
000298362
Postcode
2000
📞 1800 960 015🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Zgouras

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2006 (20 years)
Registration #
000301653
Postcode
2000
📞 0414 971 806🌐 Website
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
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Ronan Zille

COMPOUND FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
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
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Ruby Piety Haase★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Registered
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001263764
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceDiploma of Financial ServicesMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Scott Ronald Jackson

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000415731
Postcode
2000
📞 1300 275 813🌐 Website
Diploma of Financial PlanningGraduate Diploma of CommerceGraduate Certificate of Chartered Accounting FoundationsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stanley James Markiewicz

MARKIEWICZ & COMPANY PTY LTD
RegisteredTax Advice ✓
📍 level 13/167 Macquarie St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001005174
Postcode
2000
📞 1300 450 411🌐 Website
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
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Steve Sterritt★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001005517
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeCFA Charter HolderChartered Financial Analyst Institute (CFA Institute)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Timothy Meggitt★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000473483
Postcode
2000
📞 (02) 8365 8300🌐 Website
Bachelor of Arts (Sociology)Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Theodore Southerden★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001006356
Postcode
2000
📞 1300 138 848🌐 Website
Master of Business AdministrationAdvanced Diploma Financial Services (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tony Lu★★★★★ 5 (1 reviews)

PROSPERITAS PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 Level 20, Darling Park Tower, 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000441066
Postcode
2000
📞 (02) 9907 8981🌐 Website
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
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Umesh Panta★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001003900
Postcode
2000
📞 1800 333 613🌐 Website
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
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Warwick Boyd Crane★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2006 (20 years)
Registration #
000306187
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Business
SuperannuationSecuritiesDerivativesGovernment Debentures
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Wendy Susan Barnham★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000308191
Postcode
2000
📞 1300 732 266🌐 Website
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alfred Hung★★★★★ 5 (2 reviews)

ECON FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 38/2 Park St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001002168
Postcode
2000
📞 (02) 9266 2266🌐 Website
Bachelor of CommerceGraduate Diploma in AccountingMaster of CommerceGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Chun Sing Chan★★★★★ 5 (4 reviews)

PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Suite 205, Level 2/84 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000339595
Postcode
2000
📞 1300 963 688🌐 Website
Graduate Diploma of Arts (Compliance)Self Managed Superannuation Fund CourseMargin Lending and Gearing Investments CertificationGraduate Diploma of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew John Yeates★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2007 (19 years)
Registration #
000319158
Postcode
2000
📞 0450 737 737🌐 Website
Managed Investments and SharesAustralian Taxation System and Financial StrategiesDiploma of Financial ServicesAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Beaumont Davison

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000439688
Postcode
2000
📞 (02) 9904 2792🌐 Website
Bachelor of BusinessMasters of Business AdministrationDiploma of Financial Planning FNS 50610Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony James Smith★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000319962
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of Business (Applied Finance)Certified Financial PlannerDiploma In StockbrokingSPAA SMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Anthony James Smith★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000319962
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of Business (Applied Finance)Certified Financial PlannerDiploma In StockbrokingSPAA SMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Anthony Poole★★★★★ 5 (1 reviews)

PROSPERITAS PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 Level 20, Darling Park Tower, 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000441068
Postcode
2000
📞 (02) 9907 8981🌐 Website
Diploma of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashley Charles Tilston

SPECTRUM LICENSING SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 13 Suite 1A/465 Victoria Ave, Chatswood NSW 2067
Experience
Since 2007 (19 years)
Registration #
001005024
Postcode
2000
📞 0416 393 680🌐 Website
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
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Ashley Charles Tilston

SPECTRUM LICENSING SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 13 Suite 1A/465 Victoria Ave, Chatswood NSW 2067
Experience
Since 2007 (19 years)
Registration #
001005024
Postcode
2000
📞 0416 393 680🌐 Website
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
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Benjamin Gilbert Graham★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000342162
Postcode
2000
📞 (02) 8078 0888🌐 Website
Bachelor of Engineering (Honours)Graduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Fletcher Gow

CAPITAL HAUS FINANCIAL SERVICES PTY LTD
Registered
📍 Level 6/22 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000427470
Postcode
2000
📞 1800 320 766🌐 Website
Diploma of Financial ServicesDiploma of Financial ServicesBachelor of EconomicsAdvance Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Carrington Blake★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001005059
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of BusinessSuperannuation and Retirement PlanningDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carrington Blake★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001005059
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of BusinessSuperannuation and Retirement PlanningDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Lyons★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001607
Postcode
2000
📞 (03) 9256 8700🌐 Website
Level 1&2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsProfessional Diploma in Stockbroking
SecuritiesDerivativesGovernment Debentures
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Eewen Yong

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 2007 (19 years)
Registration #
001002658
Postcode
2000
📞 (07) 5406 5000🌐 Website
Bachelor Commerce and AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gareth Colgan

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000278074
Postcode
2000
📞 (02) 9904 2792🌐 Website
Diploma of Financial PlanningSMSFAdvanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenn Stebbing★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001005291
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Banking and Finance)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hippocrates Kalaitzoglou★★★★ 4 (4 reviews)

HALL CHADWICK WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 40/2 Park St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000414724
Postcode
2000
📞 (02) 9263 2600🌐 Website
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
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James John Parkman Garnsey

GARNSEY PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 11/139 Macquarie St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000318669
Postcode
2000
📞 (02) 8247 2000🌐 Website
Bachelor of BusinessChartered AccountantFinancial Planning Proper Authority CourseResponsible Manager
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Michael Seabrook★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000405450
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce Major in AccountingAccredited Derivatives Adviser Level OneSuperannuationAccredited Derivatives Adviser Level Two
SuperannuationSecuritiesDerivatives
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James William Duffell★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001008096
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001005479
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeEthics for Financial Services (Intensive)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Jarrad Collins★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000318551
Postcode
2000
📞 1300 309 618🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000320772
Postcode
2000
🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000268080
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level TwoMargin Lending Accreditation
Derivatives
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John Buchhorn★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000337256
Postcode
2000
📞 1300 650 873🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000414524
Postcode
2000
📞 1300 663 334🌐 Website
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★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000314628
Postcode
2000
📞 (02) 9146 8900🌐 Website
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★★★★★ 5 (1 reviews)

MULTIFORTE GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 2/117 Clarence St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000314628
Postcode
2000
📞 (02) 9262 6045🌐 Website
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
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2007 (19 years)
Registration #
001002602
Postcode
2000
📞 (02) 8607 1417🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000312170
Postcode
2000
📞 (02) 9248 8000🌐 Website
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★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000318634
Postcode
2000
📞 1300 737 526🌐 Website
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★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000422499
Postcode
2000
📞 (02) 8908 3444🌐 Website
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2007 (19 years)
Registration #
000310091
Postcode
2000
📞 (07) 3212 1333🌐 Website
Futures ModuleThe SDIA Accreditation ProgramFinancial Markets Core ModuleMargin Lending & Geared Investments
SuperannuationSecuritiesGovernment Debentures
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Matthew Werakso★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001002170
Postcode
2000
📞 1800 331 685🌐 Website
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★★★★★ 5 (1 reviews)

THE FAMILY WEALTH ADVISORY GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 27.02, Level 27/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000341338
Postcode
2000
📞 (02) 9233 2333🌐 Website
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
RegisteredTax Advice ✓
📍 10/25 Bligh St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000401163
Postcode
2000
📞 (02) 8256 3100🌐 Website
Bachelor of CommerceCFPDFPMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Yang★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003265
Postcode
2000
📞 1300 650 873🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2007 (19 years)
Registration #
001261600
Postcode
2000
📞 0401 687 842
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001999
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★ 3.8 (4 reviews)

SWITZER FINANCIAL GROUP PTY LTD
Registered
📍 4/10 Spring St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001235211
Postcode
2000
📞 1300 794 893🌐 Website
Bachelor Of CommerceMasters of CommerceDiploma of Financial ServicesUNSW Business School
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rick Walker★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001000193
Postcode
2000
📞 (02) 9146 8900🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2007 (19 years)
Registration #
000309024
Postcode
2000
📞 (08) 9267 3444
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★★★★★ 5 (1 reviews)

BOYCE PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 19 Montague St, Goulburn NSW 2580
Experience
Since 2007 (19 years)
Registration #
000462622
Postcode
2000
📞 (02) 4821 1466🌐 Website
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★★★★ 4 (342 reviews)

LICENCE HOLDING PTY LTD
RegisteredTax Advice ✓
📍 G01/12 Cato St, Hawthorn East VIC 3123
Experience
Since 2007 (19 years)
Registration #
001240923
Postcode
2000
📞 (03) 9818 2488🌐 Website
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★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2007 (19 years)
Registration #
001001012
Postcode
2000
📞 1300 974 947🌐 Website
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★★★★★ 5 (1 reviews)

PROFESSIONAL FINANCIAL SOLUTIONS PTY LTD
Registered
📍 Level 9, Suite 9.04/56 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001271767
Postcode
2000
📞 (02) 9225 6100🌐 Website
BA (Actuarial Studies)Institute of Australian Actuaries (FIAA)
Superannuation
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Timothy Officer★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001239015
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Industrial DesignMasters of Commerce (Finance)Accredited Derivatives Adviser Level TwoMargin Lending Accreditation Program
SecuritiesDerivatives
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Timothy William Reppen

FIRSTUNITY FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 10/25 Bligh St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000401162
Postcode
2000
📞 (02) 8256 3100🌐 Website
Bachelor of CommerceCFPASX Listed ProductsSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tony Bingham

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2007 (19 years)
Registration #
000319784
Postcode
2000
📞 (02) 6249 1555
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001005380
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003853
Postcode
2000
📞 (02) 9178 0700🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000427267
Postcode
2000
📞 (03) 9209 9777🌐 Website
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
📍 3/20 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005906
Postcode
2000
📞 (03) 9235 1222🌐 Website
Bachelor of BusinessSDIA Accreditation Program
SecuritiesGovernment Debentures
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Andrew Edward Zbik

ADVOCATE ADVISORY PTY. LTD.
RegisteredTax Advice ✓
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
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Andrew Mcfarland★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005206
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005206
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
📍 suite 201/68 York St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001271695
Postcode
2000
📞 (02) 9247 8009🌐 Website
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
📍 Level 12/20 Hunter St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000386490
Postcode
2000
📞 1300 789 575🌐 Website
Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Campbell Stafford Harris★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
000327978
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Banking & Finance)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Campbell Stewart Vidgen★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001008107
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001008107
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001001815
Postcode
2000
📞 (02) 9904 2792🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Daniel Morris Lemish★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000328296
Postcode
2000
📞 1300 737 526🌐 Website
DiplomaAdvanced Diploma Financial Planning FNS60415Finance & Mortgage BrokingCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Garrick★★★★★ 5 (2 reviews)

ILA PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/1024 Ann St, Fortitude Valley QLD 4006
Experience
Since 2008 (18 years)
Registration #
000333444
Postcode
2000
📞 1300 649 954🌐 Website
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
RegisteredTax Advice ✓
📍 60 Martin Pl, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001238966
Postcode
2000
📞 (02) 9152 8900🌐 Website
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001003724
Postcode
2000
📞 1300 653 097🌐 Website
Bachelor DegreeDiploma
SuperannuationLife Insurance
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Douglas Robert Scriven

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000330317
Postcode
2000
📞 (02) 9904 2792🌐 Website
Diploma of Financial Services (FNS50804 Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Edwin Jung Hyun Bae

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2008 (18 years)
Registration #
001003049
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of Commerce (Marketing)Graduate Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Elise Maree Sawyer★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2008 (18 years)
Registration #
000323797
Postcode
2000
📞 (03) 9587 9747🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005066
Postcode
2000
📞 (03) 9242 4000🌐 Website
Investment Planning 1Risk ManagementTaxation PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Farrell Spungin★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000331845
Postcode
2000
📞 1300 732 266🌐 Website
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
📍 Level 6/22 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000344595
Postcode
2000
📞 1800 320 766🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000334097
Postcode
2000
📞 (03) 9209 9777🌐 Website
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
📍 Level 57, MLC Centre, 19 - 29 Martin Pl, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001001770
Postcode
2000
📞 (02) 9238 2288🌐 Website
Bachelor of CommerceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Hamish Macdonald Thomson★★★ 3.1 (50 reviews)

WESTPAC BANKING CORPORATION
Registered
📍 44 Market St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001003752
Postcode
2000
📞 (02) 9263 6666🌐 Website
Bachelor of Agricultural EconomicsDiplomaDiplomaFinancial Planning Exam
DerivativesForeign Exchange
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Irene Chau★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001006313
Postcode
2000
📞 (02) 8078 0888🌐 Website
Bachelor of CommerceBachelor of BusinessMaster of BusinessDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Charles Stewart Williams★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001264554
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceProfessional Diploma in StockbrokingEthics for Financial Services (Intensive)Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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James Heritage★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005475
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeCertified Practising AccountantForeign Exchange Accreditation ProgramEthics for Financial Services (intensive)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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James Packman

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 40 Lime Street, King Street Wharf, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001004790
Postcode
2000
📞 (02) 9279 7600🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000319963
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of CommerceCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jasmine Katrina Theophile★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000319963
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of CommerceCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jonathon Richard Tainsh

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000333200
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★★★★ 5 (29 reviews)

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 16, Tower 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001002267
Postcode
2000
📞 (02) 9221 2099🌐 Website
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
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Jun Guo★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001252362
Postcode
2000
📞 13 22 65🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2008 (18 years)
Registration #
000327540
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000329144
Postcode
2000
🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Karl Pratt★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000329144
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Reedy★★★★★ 5 (32 reviews)

AWHINA FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 Office 311/36 Glenferrie Dr, Robina QLD 4226
Experience
Since 2008 (18 years)
Registration #
000326050
Postcode
2000
📞 0488 198 268🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001006315
Postcode
2000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001006315
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000333261
Postcode
2000
📞 (02) 9413 9558🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001001582
Postcode
2000
📞 (03) 9242 4000🌐 Website
Master of Business Administration (Advanced)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Andrew Cracknell★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000466034
Postcode
2000
📞 (03) 9602 3233🌐 Website
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★★★★ 4.5 (8 reviews)

BENTLEYS FINANCIAL SERVICES NSW PTY LTD
RegisteredTax Advice ✓
📍 14/60 Margaret St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000466034
Postcode
2000
📞 (02) 9220 0700🌐 Website
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★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000329580
Postcode
2000
📞 (02) 8280 5000🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000335423
Postcode
2000
📞 1800 813 327🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
000316840
Postcode
2000
📞 (07) 3334 4888🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001004576
Postcode
2000
📞 (02) 8216 6300🌐 Website
Securities and Managed InvestmentsADA Level 1 & 2Diploma of Financial Markets
SecuritiesDerivatives
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Melanie Sarah Burrows★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001001594
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000327530
Postcode
2000
📞 (02) 9248 8000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningSelf-Managed Superanuation FundsCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Zdrilic★★★★★ 5 (14 reviews)

HK FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 2/68 Magowar Rd, Girraween NSW 2145
Experience
Since 2008 (18 years)
Registration #
000321781
Postcode
2000
📞 0468 475 411🌐 Website
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★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2008 (18 years)
Registration #
000458254
Postcode
2000
📞 1300 974 947🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000323897
Postcode
2000
📞 (03) 9328 3900
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★★★★★ 5 (9 reviews)

MNM GROUP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 26/1 Bligh St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000424871
Postcode
2000
📞 (02) 8226 8683🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10/580 George St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000328825
Postcode
2000
📞 (02) 8076 6036🌐 Website
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
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2008 (18 years)
Registration #
000331799
Postcode
2000
📞 (02) 8607 1417🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2008 (18 years)
Registration #
000324192
Postcode
2000
📞 1300 100 722🌐 Website
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★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005175
Postcode
2000
📞 (02) 9188 2903🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2008 (18 years)
Registration #
000315236
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★★ 5 (1 reviews)

PEAK INVESTMENT HOLDINGS PTY LTD
Registered
📍 Level 11/56 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000328571
Postcode
2000
📞 (02) 8274 5800🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001004330
Postcode
2000
📞 1300 309 618🌐 Website
ASIC PS146Master of Business AdministrationADA 2TASACL Commercial Law
SecuritiesDerivativesGovernment Debentures
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Qian Zhang

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2008 (18 years)
Registration #
001003290
Postcode
2000
📞 0414 971 806🌐 Website
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
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Sam Lachlan Carroll

WALKER LANE PTY LTD
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000322725
Postcode
2000
📞 (02) 9135 2935🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2008 (18 years)
Registration #
000313687
Postcode
2000
📞 (07) 5555 5400🌐 Website
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★★★★★ 4.8 (102 reviews)

STOCKSPOT PTY LTD
Registered
📍 Level 17, Tower 3/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2008 (18 years)
Registration #
001259697
Postcode
2000
📞 (02) 8091 8090🌐 Website
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★★★★★ 5 (4 reviews)

ADVISORY CIRCLE PTY LTD
RegisteredTax Advice ✓
📍 Suite 302, 7/9 Irvine Pl, Bella Vista NSW 2153
Experience
Since 2008 (18 years)
Registration #
001002594
Postcode
2000
📞 1300 038 746🌐 Website
Diploma Financial ServicesMargin LendingAdvanced Diploma Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sonia Matkovic★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000332435
Postcode
2000
🌐 Website
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★★★★★ 5 (11 reviews)

BLICENSED PTY LTD
Not RegisteredTax Advice ✓
📍 Level 7/75 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001001706
Postcode
2000
📞 (02) 9993 3900🌐 Website
Bachelor of Science (Hons)Advanced Diploma in Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Ching★★★★★ 5 (3 reviews)

R&S WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 305 , Level 3/50 Clarence St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000260030
Postcode
2000
📞 (02) 9241 5906🌐 Website
Bachelor of Mathematics and FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Troy Mcgeachie★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001003174
Postcode
2000
📞 (02) 8216 6300🌐 Website
Securities and Managed InvestmentsADA Level 1 & 2Professional Diploma of StockbrokingStockbroking and Financial Advising
SuperannuationSecuritiesDerivatives
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Warner Leung★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001004248
Postcode
2000
📞 (02) 8262 4000🌐 Website
Taxation (BLW22 Taxation Law)Bachelor of Finance (Business Finance)Margin Lending and Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Quach★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001003198
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Finance & Management)ADA Level 1 & 2Superannuation AccreditationMargin Lending Accreditation
SuperannuationSecuritiesDerivativesGovernment Debentures
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Zi Gu★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000303850
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000268085
Postcode
2000
📞 (02) 9238 1238🌐 Website
Diploma of Securities and DerivativesSuperannuationAccredited Derivatives Adviser Level OneMargin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Andrew James Brunero★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001004459
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramProfessional Diploma in Stockbroking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Belinda Jane Marley-Wallace

THE PRINCIPAL EDGE PTY. LTD.
Registered
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2009 (17 years)
Registration #
000335164
Postcode
2000
📞 (02) 9363 2900🌐 Website
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
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Benjamin James Donald★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2009 (17 years)
Registration #
000337481
Postcode
2000
📞 0450 737 737🌐 Website
Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)FPE016Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Benjamin John Forrester★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001002692
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001002692
Postcode
2000
📞 (02) 8232 3333🌐 Website
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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Benny Wong★★★★★ 5 (1 reviews)

ADVICE & WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Marton House Executive Suites, Unit 5/142 Union St, The Junction NSW 2291
Experience
Since 2009 (17 years)
Registration #
000461568
Postcode
2000
📞 (02) 4023 5040🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000334618
Postcode
2000
📞 1800 331 685🌐 Website
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
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Brendon Matthew Vade★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000411666
Postcode
2000
📞 (02) 9146 8900🌐 Website
Bachelor of Business AdministrationCertified Financial PlannerDiploma of Financial Services (Financial Planning)Professional Certificate of Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Thomas Rae★★★★★ 5 (34 reviews)

ALLIED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000274547
Postcode
2000
📞 (02) 9062 3230🌐 Website
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★★★★★ 5 (34 reviews)

ALLIED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000319515
Postcode
2000
📞 (02) 9062 3230🌐 Website
Bachelor of Science, Maths & Physical GeographyDiploma of Financial PlanningMaster of Applied FinanceSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Scott★★★★★ 5 (1 reviews)

ICT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Suite 105, Level/1, 74 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000340141
Postcode
2000
📞 1300 112 000🌐 Website
Bachelor of ScienceMaster of BusinessAdvanced Diploma of Financial ServicesCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecurities
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David Mark Moss

HOXTON CAPITAL MANAGEMENT (AUSTRALIA) PTY LTD
RegisteredTax Advice ✓
📍 20 Martin Pl, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000337573
Postcode
2000
📞 (02) 8324 7435🌐 Website
Bachelor of Economics, sub major in FinanceLegal Foundations of BusinessRevenue LawMaster of Commerce, Specialisation in Business Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dennis Souksamlane★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2009 (17 years)
Registration #
000340201
Postcode
2000
📞 0450 737 737🌐 Website
Bachelor of Applied Finance/Commerce/AccountingMaster of Commerce (Financial Planning)Diploma of Australian Tax LawAU Inhouse SMSF Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dimosthenis Fessopoulos★★★★★ 4.9 (195 reviews)

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2009 (17 years)
Registration #
000335420
Postcode
2000
📞 (02) 9328 0876🌐 Website
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
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Fernanda Havea★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001004445
Postcode
2000
📞 1300 138 848🌐 Website
Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Guy Carlton Lenzner★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001001603
Postcode
2000
📞 (03) 9256 8700🌐 Website
Master of Applied FinanceAccredited Derivatives Adviser Level 1 & 2Margin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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James Anthony Greenrod★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001008110
Postcode
2000
📞 (02) 9775 2600🌐 Website
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Thomas Sheehan★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001258423
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of ArtsDiploma of Financial ServicesGraduate Diploma of Financial PlanningAustralian Financial Markets Association
Foreign Exchange
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Jason Grant Mclean★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000343289
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
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John Sean Stamatakis★★★★ 4.2 (10 reviews)

LIONSGATE FINANCIAL GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 Level 1, Unit 5/2-6 Kingsway, Cronulla NSW 2230
Experience
Since 2009 (17 years)
Registration #
000334938
Postcode
2000
📞 1300 683 323
Diploma of Financial ServicesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kieran Hailes★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001004537
Postcode
2000
📞 (02) 8216 6300🌐 Website
ADA Level 1 & 2Bachelor of Commerce (Finance)Margin Lending AccreditationSuperannuation Accreditation
SuperannuationSecuritiesDerivatives
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Louise Campbell★★★★ 3.6 (5 reviews)

TOWERS WATSON AUSTRALIA PTY LTD
Registered
📍 Level 32/385 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001002469
Postcode
2000
📞 (03) 8681 9800🌐 Website
Fellow of Institute of Actuaries of AustraliaInstitute of Actuaries of Australia
Superannuation
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Luke Headland★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001004621
Postcode
2000
📞 (02) 8216 6300🌐 Website
Diploma Financial Services (Financial Planning)ADA Level 1Graduate Diploma of Applied FinanceSDIA Professional Diploma Securities and Derivatives
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Mark Thomas Copsey★★★★★ 5 (1 reviews)

ALLWORTHS WEALTH MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 The Great Room, L23/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001001473
Postcode
2000
📞 (02) 9264 6733🌐 Website
Association of Chartered Certified AccountantsRevenue LawCompany LawInstitute of Chartered Accountants in Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Stuart Hamilton Gault★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001000730
Postcode
2000
📞 1800 445 767🌐 Website
Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melody Edwards

THE PRINCIPAL EDGE PTY. LTD.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2009 (17 years)
Registration #
000333079
Postcode
2000
📞 (02) 9363 2900🌐 Website
Bachelor of Liberal StudiesGraduate Diploma of Financial Planning928S Margin LendingAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Brandt

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000337019
Postcode
2000
📞 (02) 8074 8599🌐 Website
Bachelor of Applied FinanceBachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Gregory Johnson

HARBOUR FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 2/185 Gloucester St, The Rocks NSW 2000
Experience
Since 2009 (17 years)
Registration #
000343600
Postcode
2000
📞 1300 885 025🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Messinesi

TEMPLESTONE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2009 (17 years)
Registration #
001002135
Postcode
2000
📞 (02) 8607 1417🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning/AdviceDiploma of SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Robert Holmes★★★★ 4.3 (6 reviews)

OPENMARKETS AUSTRALIA LIMITED
Registered
📍 Level 15/388 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000303420
Postcode
2000
📞 1300 769 433🌐 Website
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Accredited Derivatives Adviser Level OneProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Michelle Bock★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001005552
Postcode
2000
📞 (03) 9906 5000🌐 Website
DiplomaBachelor of Business (International Business)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Mike Sikar

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2009 (17 years)
Registration #
000340222
Postcode
2000
📞 1800 062 134🌐 Website
RG146 Margin LendingAdvanced Diploma Financial Services (Financial Planning) FNS60408Financial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Monika Agrawal★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001005870
Postcode
2150
📞 (02) 8280 5000🌐 Website
FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceRSA Products
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Navdeep Singh Bhathal★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000341315
Postcode
2000
📞 (02) 8297 6666🌐 Website
Bachelor of Commerce (Financial Planning)FPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nick Fraietta★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000467212
Postcode
2000
📞 (02) 8365 8300🌐 Website
8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningAccredited Behavioral Finance Professional (ABFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Otis John Georges★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000340282
Postcode
2000
🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningMaster of TaxationFCP0006
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Otis John Georges★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000340282
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningMaster of TaxationFCP0006
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Patricia Elizabeth Tsicalas★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2009 (17 years)
Registration #
000342302
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceDiploma of Financial ServicesEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Patrick Charles Regan★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001233985
Postcode
2000
📞 (02) 9775 2600🌐 Website
Bachelor of Commerce (Economics and Finance)Margin Lending Accreditation ProgramSuperannuation RG146 Specialist Knowledge ProgramProfessional Diploma in Stockbroking
SecuritiesDerivativesGovernment Debentures
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Paul Damien Trosti

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2009 (17 years)
Registration #
000333418
Postcode
2000
📞 (02) 6249 1555
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)RG146 Margin LendingMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Paul Joseph Giordano

MADISON FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/20 Hunter St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000333872
Postcode
2000
📞 1300 789 575🌐 Website
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
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Paul Kinsella

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2009 (17 years)
Registration #
000345606
Postcode
2000
📞 0414 971 806🌐 Website
Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning) FNS60404Self Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Raymond Silver Martinez

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000341668
Postcode
2000
📞 1300 663 334🌐 Website
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
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Regan Isaac

GILL AND CO ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 5/12 Maroondah Hwy, Ringwood VIC 3134
Experience
Since 2009 (17 years)
Registration #
000343326
Postcode
2000
📞 1300 736 480
Diploma of Financial PlanningMargin LendingAchFP (Associated Chartered Financial Practitioner)FASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Richard Felice★★★★★ 5 (1 reviews)

BELAY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 L10/35 Clarence St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000331721
Postcode
2000
📞 1300 235 291🌐 Website
Bachelor of CommerceCertified Financial PlannerGraduate Diploma of Financial PlanningASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rita Leong★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Sara Huang★ 1 (1 reviews)

FORWARD FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/37 Bligh St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001000052
Postcode
2000
📞 (02) 8021 0982
Bachelor Degree in EconomicsDiploma of Financial PlanningCFP Education ProgramAge Care Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Seamus Gregory Nicol★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2009 (17 years)
Registration #
000338437
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Arts (History and Australian Studies)Advanced Diploma of Business (Marketing)SDIA RG146 Accreditation ProgramProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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Toni Zafirovski

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2009 (17 years)
Registration #
001007264
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Toni Zafirovski★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2009 (17 years)
Registration #
001007264
Postcode
2000
📞 (07) 5574 0244
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Vasileios Gartzonis★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000291452
Postcode
2000
📞 (02) 8365 8300🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2009 (17 years)
Registration #
001003735
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 5 (1 reviews)

WHEATLEY WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 333 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000333368
Postcode
2000
📞 (02) 8022 8441🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2010 (16 years)
Registration #
001008176
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000328516
Postcode
2000
📞 (02) 8908 3444🌐 Website
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★★★★★ 5 (258 reviews)

FOCUSED FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 1/161 King St, Newcastle NSW 2300
Experience
Since 2010 (16 years)
Registration #
000337321
Postcode
2000
📞 1800 223 345🌐 Website
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★★★★ 4.3 (463 reviews)

NOBLEOAK SERVICES LIMITED
RegisteredTax Advice ✓
📍 Level 4/44 Market St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001006440
Postcode
2000
📞 1300 041 494🌐 Website
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2010 (16 years)
Registration #
001005317
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelor DegreeSecurities and Managed InvestmentsAccredited Derivatives Adviser Level 1 and 2
SecuritiesDerivativesGovernment Debentures
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Andrew Dobbin★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001240309
Postcode
2000
📞 (03) 8651 2600🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001002999
Postcode
2000
📞 (02) 9178 0700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001002346
Postcode
2000
📞 (03) 9909 7018🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004497
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 5 (234 reviews)

STRATEGIC ADVICE AUSTRALIA PTY LTD
Registered
📍 Shop 1/2 Black Lion Pl, Kensington NSW 2033
Experience
Since 2010 (16 years)
Registration #
000361470
Postcode
2000
📞 (02) 9389 1859🌐 Website
FNS60404Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Donghong He★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
000371196
Postcode
2000
📞 (08) 9267 3444
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2010 (16 years)
Registration #
000470006
Postcode
2000
📞 0414 971 806🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001254471
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2010 (16 years)
Registration #
000382421
Postcode
2000
📞 (02) 9252 2000🌐 Website
Diploma of Financial Planning928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gary Winston Pike★★★★★ 5 (7 reviews)

ASTUTE PLANNING SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 lvl 4/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000362326
Postcode
2000
🌐 Website
Diploma of Financial services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist AdvisorSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Harry Randle★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001234666
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★★ 5 (11 reviews)

BLICENSED PTY LTD
RegisteredTax Advice ✓
📍 Level 7/75 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005118
Postcode
2000
📞 (02) 9993 3900🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2010 (16 years)
Registration #
000412843
Postcode
2000
📞 (07) 3334 4888🌐 Website
Superannuation and Retirement PlanningMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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James Basche★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004455
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of BusinessMasters of Commerce (Accounting)Advanced Diploma in Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Hawthorne★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005474
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor DegreeBachelor Degree
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Jane Mitchell★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000323403
Postcode
2000
📞 (02) 9188 2903🌐 Website
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★★★★★ 5 (34 reviews)

ALLIED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001001803
Postcode
2000
📞 (02) 9062 3230🌐 Website
Bachelor Of CommerceGraduate Certificate in Financial PlanningMortgage BrokingMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jia Tang★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001006070
Postcode
2000
📞 1300 650 873🌐 Website
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
RegisteredTax Advice ✓
📍 11 99 York St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001001688
Postcode
2000
📞 1300 881 818🌐 Website
Bachelor of TechnologyMaster of Business AdministrationAdvanced Diploma of Financial PlanningCertificate IV Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Lai★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001003835
Postcode
2000
📞 1300 737 526🌐 Website
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★★★★★ 5 (1 reviews)

NOVUS CAPITAL LIMITED
Registered
📍 Level 19/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000384113
Postcode
2000
📞 (02) 9375 0100🌐 Website
Bachelor of BusinessAccredited Derivatives 1 & 2Margin Lending Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Joshua Cratchley

WALKER LANE PTY LTD
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000344232
Postcode
2000
📞 (02) 9135 2935🌐 Website
Bachelor of BusinessCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julie Bernstein

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2010 (16 years)
Registration #
001004661
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004596
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005302
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005302
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning (Historical SIA / FINSIA).Self Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Bailey★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005200
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 5 (4 reviews)

ADVISORY CIRCLE PTY LTD
RegisteredTax Advice ✓
📍 Suite 302, 7/9 Irvine Pl, Bella Vista NSW 2153
Experience
Since 2010 (16 years)
Registration #
000375185
Postcode
2000
📞 1300 038 746🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2010 (16 years)
Registration #
001001125
Postcode
2000
📞 0414 971 806🌐 Website
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
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Matthew Cummins

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2010 (16 years)
Registration #
001004225
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001003416
Postcode
2000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001003416
Postcode
2000
📞 (03) 9292 0101🌐 Website
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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Melissa Estela Balacharige★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001003102
Postcode
2000
📞 1800 501 204🌐 Website
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.
RegisteredTax Advice ✓
📍 9/9-11 Grosvenor St, Neutral Bay NSW 2000
Experience
Since 2010 (16 years)
Registration #
000411020
Postcode
2000
📞 (02) 9125 2030🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2010 (16 years)
Registration #
000362834
Postcode
2000
📞 (02) 6249 1555
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2010 (16 years)
Registration #
000280102
Postcode
2000
📞 (07) 3334 4888🌐 Website
SDIA AccreditationMargin Lending Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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Peter John Walsh★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
Registered
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2010 (16 years)
Registration #
000425624
Postcode
2000
📞 0401 687 842
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsTax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Philip Penklis★★★★★ 4.9 (12 reviews)

LIFE MAP FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Suite 206/79/85 Oxford St, Bondi Junction NSW 2022
Experience
Since 2010 (16 years)
Registration #
000360236
Postcode
2000
📞 (02) 8014 2040🌐 Website
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
📍 Level 20/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000429295
Postcode
2000
📞 (02) 9320 2080🌐 Website
Foreign Exchange moduleDerivatives ModuleDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ronald Tyler★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001242841
Postcode
2000
📞 (02) 8078 0888🌐 Website
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★★★★★ 5 (53 reviews)

CFS ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001006465
Postcode
2000
📞 (02) 8080 5517🌐 Website
Bachelor of BusinessCFPGraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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Sylvia Marcos★★★★ 4.5 (15 reviews)

WEALTH MASTERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 32, Level 7/88 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000325400
Postcode
2000
📞 (02) 9233 1111🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlannigTASA & TPB code of conductTax practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vasiliki Chronopoulos★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001003736
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Business AdministrationAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Victor Parker

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000353311
Postcode
2000
📞 (02) 9904 2792🌐 Website
Bachelor of Business ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yogen Suman Lal★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001004194
Postcode
2000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001004194
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004103
Postcode
2000
📞 1800 333 613🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002709
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002709
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000407698
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001001612
Postcode
2000
📞 (02) 8263 4000🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004543
Postcode
2000
📞 (02) 8216 6300🌐 Website
Securities and Managed InvestmentsADA Level 1 & 2Professional Diploma of StockbrokingDiploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Beau Roberts★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005331
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation ProgramEthics for Financial Services (Intensive)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Benjamin John Nash★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2011 (15 years)
Registration #
000413316
Postcode
2000
📞 (02) 9518 6868🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001001998
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000404952
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law
SecuritiesGovernment Debentures
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Dane Lachlan Parsons★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000448833
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoSecurities & Managed Investments Accreditation ProgramSpecialist Knowledge: Superannuation
SuperannuationSecuritiesDerivatives
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Daniel John Blatch★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2011 (15 years)
Registration #
000434362
Postcode
2000
📞 (02) 9002 0570🌐 Website
Bachelor Applied ScienceDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingEthics and Professionalism in Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Lawton★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001008794
Postcode
2000
📞 (02) 9231 2133🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000398644
Postcode
2000
📞 (03) 9209 9777🌐 Website
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
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2011 (15 years)
Registration #
001002001
Postcode
2000
📞 (08) 6315 2700🌐 Website
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★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2011 (15 years)
Registration #
001004196
Postcode
2000
📞 0483 955 940🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001006324
Postcode
2000
📞 (02) 9248 8000🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000449703
Postcode
2000
📞 (02) 9238 1238🌐 Website
Margin Lending AccreditationProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level Two
SecuritiesDerivatives
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David Michael Hancock★★★★★ 5 (69 reviews)

MONTARA SERVICES PTY LTD
RegisteredTax Advice ✓
📍 309, suite 1 level 6/315 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000400635
Postcode
2000
📞 (02) 8330 3733🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Tysoe★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002125
Postcode
2000
📞 1300 737 526🌐 Website
Advanced Diploma of AccountingBachelor of Business (Finance)Advanced Diploma of Financial PlanningSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Yardley★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000423020
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000467575
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentInsurance, Succession & Estate PlanningCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Elias Agripanidis★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000398255
Postcode
2000
📞 1800 333 613🌐 Website
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★★★★★ 5 (258 reviews)

FOCUSED FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 1/161 King St, Newcastle NSW 2300
Experience
Since 2011 (15 years)
Registration #
000404669
Postcode
2000
📞 1800 223 345🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002645
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
001004451
Postcode
2000
📞 (08) 9267 3444
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001253907
Postcode
2000
📞 (02) 9238 1238🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000284013
Postcode
2000
📞 1300 138 848🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000406415
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of FinanceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationSecuritiesGovernment Debentures
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James Richard Trethewie★★★★★ 5 (1 reviews)

MONTMERE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000418172
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (1 reviews)

MONTMERE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000418172
Postcode
2000
📞 (02) 9888 4764🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001006373
Postcode
2000
📞 (03) 9209 9777🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004752
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001000787
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001003101
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★★ 5 (1 reviews)

SANLAM PRIVATE WEALTH PTY LTD
Registered
📍 Level 2/33 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000411573
Postcode
2000
📞 (02) 8245 0500🌐 Website
Diploma of Financial Services (Financial Planning)
Securities
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Kieran Craig Berry★★★★ 3.9 (15 reviews)

RIVER X FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/89 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000430641
Postcode
2000
📞 (02) 9262 4170🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Kieran Hall★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000398334
Postcode
2000
📞 1300 847 434🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000446430
Postcode
2000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level TwoMargin Lending AccreditationBachelor of Applied Finance
Derivatives
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Lonnie John Weeks★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001236402
Postcode
2000
📞 (02) 9231 2133🌐 Website
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001006521
Postcode
2000
📞 1300 653 097🌐 Website
Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Matthew Hui★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004545
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 10, Suite 10.01, 14 Martin Pl, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000413479
Postcode
2000
📞 (02) 9233 3888🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000406158
Postcode
2000
📞 1300 663 334🌐 Website
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★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000417348
Postcode
2000
📞 (02) 8114 2222🌐 Website
RG 146 Diploma Level Tier 1
SuperannuationLife InvestmentSecuritiesDerivativesForeign Exchange
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Morgan Michael Henry Shipp★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2011 (15 years)
Registration #
000355749
Postcode
2000
📞 (07) 3334 4888🌐 Website
LLB/ Bachelor of CommerceProfessional Diploma in StockbrokingEthics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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Nick Pride★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001003196
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000406428
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of CommercePostgraduate Diploma in AccountingAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Davies★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001005407
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceADA 1 & 2Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Paul Pisani★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001003194
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000404609
Postcode
2000
📞 (02) 8074 8599🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 16.01 Level 16/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000411191
Postcode
2000
📞 (02) 9052 6966🌐 Website
Bachelor of CommerceBachelor of LawsDiploma of Financial Planning FNS50611Masters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Raymond Hill★★★★★ 5 (1 reviews)

THE FAMILY WEALTH ADVISORY GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 27.02, Level 27/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000405397
Postcode
2000
📞 (02) 9233 2333🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000450128
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000449408
Postcode
2000
📞 (02) 8262 4000🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2011 (15 years)
Registration #
001006102
Postcode
2000
📞 0414 971 806🌐 Website
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★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001000412
Postcode
2000
📞 (02) 9906 8066🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000403512
Postcode
2000
📞 1300 663 334🌐 Website
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
RegisteredTax Advice ✓
📍 MLC Centre, Level 23.02/19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000408133
Postcode
2000
📞 (02) 8016 3200🌐 Website
Bachelor of Commerce with Bachelor of LawsDiploma of Financial Services (Financial Planning)Certified Financial PlannerALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Weber★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000414647
Postcode
2000
📞 (02) 9238 1238🌐 Website
Securities and Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingSuperannuation Accreditation Program
SuperannuationSecurities
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Tony Dimitrovski★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
001001016
Postcode
2000
📞 (08) 6180 2555🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000358436
Postcode
2000
📞 1300 732 266🌐 Website
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
📍 suite 201/68 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001270115
Postcode
2000
📞 (02) 9247 8009🌐 Website
Bachelor of CommerceChartered AccountantsGraduate Diploma of Applied FinanceSelf Managed Super Funds
SuperannuationRSA Products
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Xiren Wan

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000401798
Postcode
2000
📞 (03) 9209 9777🌐 Website
Master of International BusinessMaster of Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Luke Horton★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001236918
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceRG146 AccreditationMargin Lending and Geared InvestmentsASX Accredited Derivatives Adviser Level Two
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Alexander Rhys O'Brien★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000416382
Postcode
2000
📞 (02) 8078 0888🌐 Website
Bachelor of Applied Finance and EconomicsCertified Financial PlannerGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alison Grace Fischer

THORNTON & LEE PTY LTD
RegisteredTax Advice ✓
📍 Level 10/580 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000424116
Postcode
2000
📞 (02) 8076 6036🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife Investment
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Andrei Chorokhov★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2012 (14 years)
Registration #
000437945
Postcode
2000
📞 (02) 9002 0570🌐 Website
Masters of International BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Ferguson★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000430369
Postcode
2580
📞 1300 653 097🌐 Website
Bachelor of CommerceDiploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Andrew Foo

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2012 (14 years)
Registration #
000426555
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of Business (Financial Planning and e-Business)Diploma of Financial PlanningSelf Managed Superannuation Funds CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Teasdale★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004594
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceMaster of Applied FinanceSecurities and Managed InvestmentsSuperannuation Accreditation
SuperannuationSecuritiesDerivatives
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Chad Victor Hohnen★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2012 (14 years)
Registration #
000452270
Postcode
2000
📞 (07) 3212 1333🌐 Website
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsBachelor of AccountingBachelor of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chinthaka Dilshan Muthukuda★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2012 (14 years)
Registration #
001233173
Postcode
2000
📞 1300 974 947🌐 Website
Master of CommerceDiploma Of Financial Services (Financial Planning)CFP CertificationMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Alexander Thornborough★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001946
Postcode
2000
📞 (03) 9242 4000🌐 Website
Tier 2 Compliance SolutionGeneric; Securities & Skills; Superannuation & SkillsAccredited Derivatives Adviser Level 1 & 2Managed Investments Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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David Collins★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002512
Postcode
2000
📞 1300 847 434🌐 Website
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
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David Selby

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 40 Lime Street, King Street Wharf, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000415321
Postcode
2000
📞 (02) 9279 7600🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in FinanceMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edis Koch★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001006104
Postcode
2000
📞 (02) 8422 5500🌐 Website
Bachelor of CommerceSelf Managed Superannuation FundsFinancial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Edward Robert Charles Brooke★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
Registered
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001313
Postcode
2000
📞 (03) 8651 2600🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Harry Chesher Whiting★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2012 (14 years)
Registration #
001002369
Postcode
2000
🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Henry Chandos Mortlock

PLAYFAIRTAN PTY LTD
Registered
📍 BMA House, Suite 101/135 Macquarie St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001268349
Postcode
2000
📞 (02) 8239 3390🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/139 Macquarie St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001001329
Postcode
2000
📞 (02) 9223 3822🌐 Website
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
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Janice Ruth Arnott

AWM SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41/56-60 Foster St, Surry Hills NSW 2010
Experience
Since 2012 (14 years)
Registration #
000423734
Postcode
2000
📞 (02) 8061 6696🌐 Website
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Waller★★★★★ 5 (9 reviews)

BRIDGE PRIVATE WEALTH AFSL PTY LTD
RegisteredTax Advice ✓
📍 Suite 2 Level 14/109 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000419528
Postcode
2000
📞 (02) 9953 1373🌐 Website
Bachelor of EconomicsMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jie Huang★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000426508
Postcode
2000
📞 1300 138 848🌐 Website
Legal Environment of Business CLAW5001Master of Commerce (Accounting)CPA ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joanne Matia Matthews★★★★★ 5 (54 reviews)

IMFG PTY LTD
RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2012 (14 years)
Registration #
000245264
Postcode
2000
📞 (02) 9002 0570🌐 Website
Diploma Of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joel Harty★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001005259
Postcode
2000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000430761
Postcode
2000
📞 (02) 9178 0700🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Lei Cai★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000421473
Postcode
2000
📞 (02) 8297 6666🌐 Website
Diploma of CommerceBachelor of CommerceMaster of Applied FinanceDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Louis Lin★★★ 2.8 (12 reviews)

TEAM SUPER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 168 Parry St, Newcastle NSW 2302
Experience
Since 2012 (14 years)
Registration #
001004965
Postcode
2000
📞 13 64 63🌐 Website
Bachelor of CommerceMargin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife Investment
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Luke James Kelly

PKFWAFSL PTY LTD
RegisteredTax Advice ✓
📍 Suite 1, Level 12/727 Hunter St, Newcastle West NSW 2302
Experience
Since 2012 (14 years)
Registration #
000416693
Postcode
2000
📞 (02) 4928 7000🌐 Website
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★★★★★ 5 (2 reviews)

PETER VICKERS INSURANCE BROKERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 2/345 Pacific Hwy, Lindfield NSW 2070
Experience
Since 2012 (14 years)
Registration #
000432194
Postcode
2000
📞 1300 784 011🌐 Website
Economics (Economics, Finance)Master of Applied Finance (Financial Planning Major)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Todd Mcgilvray★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004120
Postcode
2000
📞 1800 333 613🌐 Website
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
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Min Soo Kang★★★★★ 5 (2 reviews)

TK ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 11/9 Castlereagh St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000423781
Postcode
2000
📞 (02) 9199 8860🌐 Website
Bachelor of Commerce in Accounting and FinanceCPADiploma of Financial ServicesAdvanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Natarajan Balakrishnan★★★★★ 5 (2 reviews)

LAVERNE CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 96/96-98 Wigram St, Harris Park NSW 2150
Experience
Since 2012 (14 years)
Registration #
000409415
Postcode
2000
📞 1300 528 376🌐 Website
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
RegisteredTax Advice ✓
📍 Australia Square, Level 33/264 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001249475
Postcode
2000
📞 (02) 9258 1075🌐 Website
Bachelor of Arts/Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Peter James Tuite★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000425466
Postcode
2000
📞 (02) 8216 6300🌐 Website
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Rebecca Rousell★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004186
Postcode
2000
🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001005504
Postcode
2000
📞 (03) 9906 5000🌐 Website
Masters DegreeProfessional Diploma in StockbrokingEthics for Financial Services (Intensive)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Richard Dutton★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001005505
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeMasters DegreeEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Robert Raymond Tayoun★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000418782
Postcode
2000
📞 1300 309 618🌐 Website
LAW100LAW315Master of Applied Finance (Financial Planning Major)Certified Financial Planner
SecuritiesDerivativesGovernment Debentures
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Ryan James Cormican★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000418783
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of EconomicsCore 1Master of Applied Finance (Financial Planning Major)Certified Financial Planner
SuperannuationSecuritiesGovernment Debentures
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Samuel Hoffmann Kunrath★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2012 (14 years)
Registration #
000412989
Postcode
2000
📞 (02) 9252 2000🌐 Website
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★★★★★ 4.9 (15 reviews)

PROFILE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 9/100 George St, Parramatta NSW 2150
Experience
Since 2012 (14 years)
Registration #
001000635
Postcode
2000
📞 (02) 9683 6422🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004514
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Shikha Arora★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000424901
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of commerceDiploma in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Stefano Duro★★★★★ 5 (3 reviews)

R&S WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 305 , Level 3/50 Clarence St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004827
Postcode
2000
📞 (02) 9241 5906🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2012 (14 years)
Registration #
000431563
Postcode
2000
📞 (07) 5555 5400🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2012 (14 years)
Registration #
001000665
Postcode
2000
📞 1300 974 947🌐 Website
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★★★★★ 5 (16 reviews)

ZEBRA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 5/7 Eden Park Dr, Macquarie Park NSW 2113
Experience
Since 2012 (14 years)
Registration #
000428187
Postcode
2000
📞 0402 741 237🌐 Website
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★★★★★ 5 (16 reviews)

ZEBRA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 5/7 Eden Park Dr, Macquarie Park NSW 2113
Experience
Since 2012 (14 years)
Registration #
000428187
Postcode
2000
📞 0402 741 237🌐 Website
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★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004102
Postcode
2000
🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2013 (13 years)
Registration #
000445419
Postcode
2000
📞 1800 062 134🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000447563
Postcode
2000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Ethics and Professionalism in Financial AdviceFINSIA
Derivatives
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Andrew Lappan★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001007660
Postcode
2000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Accounting)Graduate Certificate of Financial PlanningDiploma of Financial PlanningMargin Lending Accreditation
SecuritiesDerivativesGovernment Debentures
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Christine Lorraine Atencia★★★★★ 4.6 (9 reviews)

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 level 22/2 Market St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000467825
Postcode
2000
📞 (02) 9251 4600🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000437954
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000441955
Postcode
2000
📞 (02) 8280 5000🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2013 (13 years)
Registration #
001007536
Postcode
2000
📞 (07) 5555 5400🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000446919
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of CommerceFN111Graduate Diploma of Financial PlanningSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Graham Bernard Yon★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000438507
Postcode
2000
📞 (02) 9188 2903🌐 Website
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★★★★★ 5 (53 reviews)

CFS ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001002732
Postcode
2000
📞 (02) 8080 5517🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001255589
Postcode
2000
📞 (03) 9906 5000🌐 Website
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.
RegisteredTax Advice ✓
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001000532
Postcode
2000
📞 1800 813 327🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001292060
Postcode
2000
📞 (02) 9230 9600🌐 Website
Baccalaureus CommerciDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jonathan Avi Mitchell★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000433743
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Margin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Julia Harley★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001003640
Postcode
2000
📞 (02) 8651 3400🌐 Website
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★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2013 (13 years)
Registration #
000449222
Postcode
2000
📞 (02) 9328 0876🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000448834
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce & FinanceMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesRSA Products
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Lachlan Latham★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001006459
Postcode
2000
📞 (02) 8232 3333🌐 Website
Diploma of Financial Planning928 Margin LendingAdvanced Diploma of Financial PlanningBachelor of Business Studies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lachlan Latham★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001006459
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
📍 2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000331985
Postcode
2000
📞 (02) 9238 8188🌐 Website
PS146 Compliance ProgramDerivatives Advisor Level 1Responsible ManagerDerivatives Level 2
SuperannuationSecuritiesDerivatives
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Lily Wiatkowski★★ 1.8 (39 reviews)

MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
RegisteredTax Advice ✓
📍 727 Collins St, Docklands VIC 3008
Experience
Since 2013 (13 years)
Registration #
001003293
Postcode
2000
📞 (03) 9623 5555🌐 Website
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
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2013 (13 years)
Registration #
001002528
Postcode
2000
📞 (02) 8607 1417🌐 Website
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lucas Joseph Clayton★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000438734
Postcode
2000
📞 (02) 9775 2600🌐 Website
Business LawTaxationBachelor of Business (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marc Andrew Mcmahon

AWM SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41/56-60 Foster St, Surry Hills NSW 2010
Experience
Since 2013 (13 years)
Registration #
000245058
Postcode
2000
📞 (02) 8061 6696🌐 Website
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★★★★ 4.2 (5 reviews)

F PALMER & M E PALMER
Registered
📍 Level 12/309 Kent St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000448708
Postcode
2000
📞 (02) 9233 2433🌐 Website
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
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Matthew Hicks★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001005611
Postcode
2000
📞 (02) 9413 9558🌐 Website
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★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001233045
Postcode
2000
📞 (02) 9188 2903🌐 Website
Diploma of Financial PlanningMaster of Business Administration (Executive)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nady Kerbage★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2013 (13 years)
Registration #
000467126
Postcode
2000
📞 (02) 9252 2000🌐 Website
Master of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Buxton Hanley

INSIGHT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2013 (13 years)
Registration #
000441990
Postcode
2000
📞 (08) 6315 2700🌐 Website
Bachelor of CommerceBachelor of AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Randall Fulton - Boote★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000447970
Postcode
2000
📞 1300 309 618🌐 Website
BUSL250Bachelor of Business AdministrationBachelor of EconomicsGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Robert Hubbard★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001005507
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and Investment (Historical SIA/FINSIA)Master of Applied FinanceEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Robert Jack Standing★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
Registered
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001001784
Postcode
2000
📞 (02) 9248 0422🌐 Website
Bachelor of Economics and Social Sciences (Economics and Finance)Diploma of Financial PlanningSelf-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Robinson★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2013 (13 years)
Registration #
001001431
Postcode
2000
📞 (08) 9261 9100🌐 Website
Bachelor of Comm (Financial Planning)Certified Financial PlannerEthics in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stella Norberti

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000440223
Postcode
2000
📞 (02) 8036 6490🌐 Website
Diploma of Financial Services(Financial Planning)Taxation PlanningBachelor of Business(Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Panagis★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001003652
Postcode
2000
📞 (02) 8422 5500🌐 Website
Economics (Banking and Finance)Applied FinanceFinancial ServicesCertified Financial Planner (CFP)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Adam Drinkwater★★★★★ 5 (6 reviews)

IA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001241554
Postcode
2000
📞 (02) 7227 8802🌐 Website
Bachelor of Arts (Business)Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Payne★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005313
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Applied ScienceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Allan Per Leng Ong★★★★ 3.9 (7 reviews)

SUPERANNUATION ACCOUNTING PTY LTD
RegisteredTax Advice ✓
📍 Level 5/61 Market St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000464938
Postcode
2000
📞 1300 735 254🌐 Website
Bachelor of CommerceBusiness LawDiploma of Financial Services FNS50804CPA Australia (CPA)
Self-Managed Super (SMSF)
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Alun Campbell★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003376
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of CommerceMaster of BusinessGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Amy Early★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001000954
Postcode
2000
📞 (02) 8263 4000🌐 Website
Bachelor of Arts (Politics)Bachelor of CommerceGraduate Diploma of Applied FinanceCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Angus★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2014 (12 years)
Registration #
000451760
Postcode
2000
📞 (07) 3334 4888🌐 Website
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 RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2014 (12 years)
Registration #
001003098
Postcode
2000
📞 (07) 5555 5400🌐 Website
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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2014 (12 years)
Registration #
001246916
Postcode
2000
📞 (02) 9252 2000🌐 Website
Bachelor of Business ManagementAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Chiefari★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001006901
Postcode
2000
📞 1300 309 618🌐 Website
Master of Applied Finance (Financial Planning Major)FPC002B Ethics and Professionalism in Financial AdviceCommercial LawTax for Financial Advising
SuperannuationSecuritiesGovernment Debentures
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Anthony Fowler★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000457332
Postcode
2000
📞 1300 138 848🌐 Website
Bachelor of CommerceMaster of Commercial LawDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Berin Andrew Delforce★★★★★ 5 (20 reviews)

STICKMAN MONEY PTY LTD
RegisteredTax Advice ✓
📍 Level 3/478 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004362
Postcode
2000
📞 1300 100 332🌐 Website
Master of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMAA769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Blake Mitchell Cullen

THE PRINCIPAL EDGE PTY. LTD.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2014 (12 years)
Registration #
001002802
Postcode
2000
📞 (02) 9363 2900🌐 Website
Bachelor of Commerce (Financial Planning)Certified Financial PlannerSuperConcepts & ICFS Specialist SMSF courseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Berman

MBS ADVICE LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2014 (12 years)
Registration #
001006210
Postcode
2000
📞 1300 100 722🌐 Website
Bachelor of Business (Management)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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Bradley Neville George

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2014 (12 years)
Registration #
000455806
Postcode
2000
📞 0414 971 806🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising (DFP5v3)Commercial Law Course (TASACLv1)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cara Sloshberg

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001006089
Postcode
2000
📞 1300 275 813🌐 Website
Bachelor of Business (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carlo Queddeng

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Registered
📍 Level 9/20 Martin Pl, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001001053
Postcode
2000
📞 (02) 9239 9333🌐 Website
UTS Bachelor of Business and Bachelor of ComputingDiploma Financial PlanningGraduate Diploma of Financial Planning
Government Debentures
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Chester Byron Money★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001241542
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Chester Byron Money★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001241542
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Chris Brycki★★★★★ 4.8 (102 reviews)

STOCKSPOT PTY LTD
Registered
📍 Level 17, Tower 3/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2014 (12 years)
Registration #
000453422
Postcode
2000
📞 (02) 8091 8090🌐 Website
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecurities
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Chris Goodwill★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004533
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of ArtsDPSCMargin Lending AccreditationSuperannuation Accreditation
SuperannuationSecuritiesDerivatives
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Chris Price★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005351
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Christopher Lau★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2014 (12 years)
Registration #
000435786
Postcode
2000
📞 (02) 9252 2000🌐 Website
Bachelor of Commerce (Qualification)Diploma of Financial Services (Financial Planning)Diploma of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Werner★★★★★ 4.9 (195 reviews)

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2014 (12 years)
Registration #
000468144
Postcode
2000
📞 (02) 9328 0876🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edward Campbell★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005460
Postcode
2000
📞 (03) 9906 5000🌐 Website
Master of Finance (Finance and International Business)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Felicity Thomas★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003277
Postcode
2000
📞 (02) 9238 1238🌐 Website
Master of Financial PlanningSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Geoffrey Burton

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001264190
Postcode
2000
📞 1800 738 473🌐 Website
Bachelor of Mathematics and FinanceBachelor of Mathematics and FinanceFoundations of Financial PlanningDiploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Graham Kaplan★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001005170
Postcode
2000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied Finance and InvestmentEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Heidi Therese Phillips

GARNSEY PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 11/139 Macquarie St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001008697
Postcode
2000
📞 (02) 8247 2000🌐 Website
Bachelor of BusinessChartered AccountantDiploma in Financial Services (Financial Planning)Certificate of Public Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Helen Truong★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001006469
Postcode
2000
📞 (02) 8365 8300🌐 Website
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
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Hugh Lovibond

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2014 (12 years)
Registration #
001007872
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of Commerce (Finance & Human Resource Management)Bachelor of Economics (Economics)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Baker★★★★ 4.3 (463 reviews)

NOBLEOAK SERVICES LIMITED
RegisteredTax Advice ✓
📍 Level 4/44 Market St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002942
Postcode
2000
📞 1300 041 494🌐 Website
Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Charles Pillemer

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000260010
Postcode
2000
📞 1300 663 334🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000463835
Postcode
2000
📞 (02) 8651 3400🌐 Website
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★★★★ 4.5 (8 reviews)

BENTLEYS FINANCIAL SERVICES NSW PTY LTD
RegisteredTax Advice ✓
📍 14/60 Margaret St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004308
Postcode
2000
📞 (02) 9220 0700🌐 Website
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
RegisteredTax Advice ✓
📍 60 Martin Pl, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001001081
Postcode
2000
📞 (02) 9152 8900🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001008613
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000468083
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMasters of Applied Finance
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Kevin Shen★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003675
Postcode
2000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004388
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004388
Postcode
2000
📞 (02) 9888 4764🌐 Website
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
RegisteredTax Advice ✓
📍 5/12 Maroondah Hwy, Ringwood VIC 3134
Experience
Since 2014 (12 years)
Registration #
000465227
Postcode
2000
📞 1300 736 480
Cert IV in Finance & Mortgage BrokingDiploma of Finance & Mortgage BrokingDiploma of Financial PlanningFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Michael Pavani★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001005648
Postcode
2000
📞 (02) 8365 8300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/20 Hunter St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001005903
Postcode
2000
📞 1300 789 575🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004226
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 4.9 (195 reviews)

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2014 (12 years)
Registration #
000460730
Postcode
2000
📞 (02) 9328 0876🌐 Website
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★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2014 (12 years)
Registration #
001005666
Postcode
2000
🌐 Website
COMMLAW2500COMMLAW3500Bachelor of Commerce (Corporate Finance)Professional Diploma in Stockbroking
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Nemanja Vico

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001006470
Postcode
2500
📞 (02) 8074 8599🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001006119
Postcode
2000
📞 1300 650 873🌐 Website
Bachelor of Commerce-MarketingDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick James Abrams★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001006090
Postcode
2000
📞 (07) 0000 0036🌐 Website
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
📍 Level 6/22 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003788
Postcode
2000
📞 1800 320 766🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001008374
Postcode
2000
📞 (02) 9238 1238🌐 Website
Certificate in Financial MarketsBachelor of CommerceSuperannuation and Retirement PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivatives
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Samuel Anthony Fenning★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002822
Postcode
2000
📞 (02) 9188 2903🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001004470
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2014 (12 years)
Registration #
000223863
Postcode
2000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 level 9/88 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000472126
Postcode
2000
📞 (02) 9062 4100🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001256536
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 4.9 (36 reviews)

HAVANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
Experience
Since 2014 (12 years)
Registration #
001006097
Postcode
2000
📞 (02) 9161 1005🌐 Website
DiplomaAdvanced Diploma of Financial PlanningBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Timothy Bradley★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2014 (12 years)
Registration #
000453694
Postcode
2000
📞 0450 737 737🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Cudlipp★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
Registered
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001004383
Postcode
2000
📞 (03) 8651 2600🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2014 (12 years)
Registration #
000458129
Postcode
2000
📞 0401 687 842
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★★★ 3.4 (60 reviews)

KVB WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Suite 39.03, Level 39/88 Phillip St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000458129
Postcode
2000
📞 (02) 8263 0188🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003998
Postcode
2000
📞 1300 138 848🌐 Website
Bachelor of CommerceBachelor of EconomicsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yvonne Wilson

AWM SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41/56-60 Foster St, Surry Hills NSW 2010
Experience
Since 2014 (12 years)
Registration #
000467596
Postcode
2000
📞 (02) 8061 6696🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001003806
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001006329
Postcode
2000
📞 1800 331 685🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001232792
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Applied Finance & InvestmentAccredited derivatives Adviser ADA 1Margin Lending and Geared Investements
SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange
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Alexander Kambos★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001237912
Postcode
2000
📞 1300 732 266🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237550
Postcode
2000
📞 1800 813 327🌐 Website
Business Commerce (Applied Economics)Graduate Diploma of Financial PlanningRG146 Margin LendingTax for financial advising
Superannuation
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Alice Browne★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008608
Postcode
2000
📞 1300 309 618🌐 Website
CLAW1001Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Alicia Liang Sun★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001235241
Postcode
2000
📞 (02) 8365 8300🌐 Website
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
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Amy Orme Atkinson★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001235897
Postcode
2000
📞 (02) 8078 0888🌐 Website
Bachelor of FinanceDiploma of Financial PlanningCFP Certification ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Carmichael★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001009419
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001009419
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (1 reviews)

PROSPERITAS PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 Level 20, Darling Park Tower, 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001232679
Postcode
2000
📞 (02) 9907 8981🌐 Website
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★★★★★ 5 (1 reviews)

PROSPERITAS PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 Level 20, Darling Park Tower, 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001232679
Postcode
2000
📞 (02) 9907 8981🌐 Website
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 Tzu-Yan Wong★★★★★ 5 (16 reviews)

FINLIT PTY LTD
RegisteredTax Advice ✓
📍 Sydney Place, Level 22-23/180 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001007365
Postcode
2000
📞 (02) 8365 2320🌐 Website
Bachelor of Arts (Communication Studies)Bachelor of Commerce (Finance, Money & Banking)Graduate Diploma of Applied FinanceMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anish Agarwal

AXIES PTY. LTD.
RegisteredTax Advice ✓
📍 168 Bay St, Brighton VIC 3186
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
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Anthony Michael Moustacas★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001250318
Postcode
2000
📞 (02) 8422 5500🌐 Website
Bachelor of Economics (Economics & Finance)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Applied Finance
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Behrang Keshavarzi★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
000254346
Postcode
2000
🌐 Website
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
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Behrang Keshavarzi★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
000254346
Postcode
2000
📞 (03) 9292 0101🌐 Website
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
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Blake Alexander Paul Sloane★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
Registered
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2015 (11 years)
Registration #
001008641
Postcode
2000
📞 0401 687 842
Bachelor of Business & Commerce (Applied Finance)Diploma of Finnacial PlanningSMSF AccreditationGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Hughes★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001236683
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001236683
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000471209
Postcode
2000
📞 (02) 9888 4764🌐 Website
BBA BA-PsychBBA BA-PsychDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Cameron Taylor★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000471209
Postcode
2000
📞 (02) 9888 4764🌐 Website
BBA BA-PsychBBA BA-PsychDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Cameron Taylor★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000471209
Postcode
2000
📞 (02) 9888 4764🌐 Website
BBA BA-PsychBBA BA-PsychDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Catherine Mary Shelvey★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001251225
Postcode
2000
📞 1800 333 613🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningIntroduction to Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Catherine Pacholke★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001008241
Postcode
2000
📞 (02) 8280 5000🌐 Website
Bachelor of Business (Banking and Finance)FNS50611 Diploma of Financial PlanningDFP5v1 Tax for Financial AdvisingFNS60415 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Mcgowen

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2015 (11 years)
Registration #
001007873
Postcode
2000
📞 0414 971 806🌐 Website
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
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001236428
Postcode
2000
📞 (02) 9135 2935🌐 Website
Advanced Diploma of AccountingDiploma of Financial Services (Financial Planning)Professional Certificate in Self-Managed Superannuation FundsGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damon Smith★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001007048
Postcode
2000
📞 1300 732 266🌐 Website
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)DFP5v5 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Wong★★★★★ 4.9 (143 reviews)

38TH PARALLEL PTY LTD
Registered
📍 Level 20/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001273842
Postcode
2000
📞 1300 000 355🌐 Website
Bachelor of CommerceDiploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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David Robert Robertson★★★★★ 5 (1 reviews)

AERAN PTY LTD
RegisteredTax Advice ✓
📍 302/50 Miller St, North Sydney NSW 2060
Experience
Since 2015 (11 years)
Registration #
001233258
Postcode
2000
📞 (02) 8188 0700🌐 Website
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Desoukey

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001009034
Postcode
2000
📞 (03) 9328 3900
Bachelor of Business and Commerce (Applied Finance)Diploma Financial PlanningAdvanced Diploma Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Eddie Au

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2015 (11 years)
Registration #
001008458
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor degree (unrelated)Graduate Certificate in Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eddie Au

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2015 (11 years)
Registration #
001008458
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor degree (unrelated)Graduate Certificate in Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gareth Cecil Tomlinson★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2015 (11 years)
Registration #
001000830
Postcode
2000
📞 1300 974 947🌐 Website
Bachelor of Business (Business Management & Economics)Advanced Diploma of Financial PlanningTier 1 Margin LendingAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Garth John Cecil

MERCURY PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 60 Martin Pl, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001256046
Postcode
2000
📞 (02) 9152 8900🌐 Website
Bachelor of AccountingBachelor of FinanceTier 1 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Azzopardi★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001009420
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of Applied FinanceCFP Certification ProgramDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Noel Hyslop★★★★★ 4.9 (12 reviews)

LIFE MAP FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Suite 206/79/85 Oxford St, Bondi Junction NSW 2022
Experience
Since 2015 (11 years)
Registration #
001238305
Postcode
2000
📞 (02) 8014 2040🌐 Website
Graduate Diploma in FinanceDiploma of Financial PlanningMasters of Business in FinanceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Heath Julius Ueckermann

LIPMAN BURGON AND PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001000971
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of CommerceDiploma of Financial PlanningSMSF SpecialistCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Hoang Thien Nhat Nguyen★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001008457
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Finance major)Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hugh Christopherson★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000455330
Postcode
2000
📞 (02) 8365 8300🌐 Website
Diploma of Financial PlanningALPA Accredited Listed Product AdviserAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacob Thomas O'Sullivan★★★★★ 4.8 (18 reviews)

E.F.D.B. PTY LIMITED
RegisteredTax Advice ✓
📍 level 6/7 Macquarie Pl, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001233073
Postcode
2000
📞 (02) 9223 0911🌐 Website
Bachelor of Business (Professional Accountancy)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jelena Koncar★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001234450
Postcode
2000
📞 (02) 9238 1238🌐 Website
Self Managed Superannation FundsBachelor of Business (Financial Planning)Margin Lending Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jing Jing Zhang★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001236789
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of CommerceBachelor of LawsGraduate Diploma of Financial PlanningAustralian Financial Markets Association
DerivativesForeign Exchange
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Jingjing (Catherine) Ye★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001247976
Postcode
2000
🌐 Website
CLAW3201 Australian Taxation SystemBachelor of Commerce (Accounting)Diplioma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jobbe Yu★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
Registered
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2015 (11 years)
Registration #
001235902
Postcode
2000
📞 0483 955 940🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001006938
Postcode
2000
📞 1300 309 618🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001000581
Postcode
2000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 L10/60 York St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001008604
Postcode
2000
📞 (02) 9181 3431🌐 Website
Bachelor of Business AnalysisDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katie May Loveday★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008605
Postcode
2000
📞 1300 309 618🌐 Website
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★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001000112
Postcode
2000
📞 (03) 8508 7800🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2015 (11 years)
Registration #
001234437
Postcode
2000
📞 0401 687 842
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001008626
Postcode
2000
📞 (07) 3212 1333🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001006940
Postcode
2000
📞 1300 309 618🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001007717
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000471882
Postcode
2000
📞 1300 663 334🌐 Website
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Nhu Minh Nguyen

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001235257
Postcode
2000
📞 (02) 8074 8599🌐 Website
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★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2015 (11 years)
Registration #
001008043
Postcode
2000
📞 (03) 9587 9747🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001233138
Postcode
2001
📞 (02) 8042 9699🌐 Website
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★★★ 2.9 (8 reviews)

UBS AG
RegisteredTax Advice ✓
📍 The Chifley Tower Level 16, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001271110
Postcode
2000
📞 (02) 9324 3100🌐 Website
Bachelor of CommercePost Graduate Programme in Management StudiesMasters of CommerceAdvanced Diploma of Financial Services
Superannuation
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Patrick Ian Shepherd★★★★★ 5 (1 reviews)

NOVUS CAPITAL LIMITED
Registered
📍 Level 19/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001009432
Postcode
2000
📞 (02) 9375 0100🌐 Website
Diploma in Financial ServicesMacquarie UniversityMacquarie University
SuperannuationSecuritiesDerivatives
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Philip Phung★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001005501
Postcode
2000
📞 (03) 9906 5000🌐 Website
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★★★★★ 5 (12 reviews)

OTIVO PTY LTD
RegisteredTax Advice ✓
📍 50 York St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001267470
Postcode
2000
🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001233227
Postcode
2000
📞 (02) 8216 6300🌐 Website
ADA 1 & 2Diploma in Financial PlanningRG 146 Margin LendingMaster of Applied Finance
SuperannuationSecuritiesDerivatives
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Pieter Francois Scheepers★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001236201
Postcode
2000
📞 1300 309 618🌐 Website
79708Master of Professional AccountingMaster of Business in FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Rachael Arnold★★★★★ 4.9 (15 reviews)

PROFILE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 9/100 George St, Parramatta NSW 2150
Experience
Since 2015 (11 years)
Registration #
001235225
Postcode
2000
📞 (02) 9683 6422🌐 Website
Business Law and EthicsBachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rhys John Foan★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001004340
Postcode
2000
📞 (02) 8078 0888🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Registered
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001236423
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001232723
Postcode
1225
📞 (03) 9242 4000🌐 Website
Diploma of Financial PlanningFixed Income CourseSelf Managed Super FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Wyn Pritchard★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001234210
Postcode
2000
📞 (02) 9231 2133🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001234019
Postcode
2000
📞 (02) 8262 4000🌐 Website
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★★★★★ 5 (53 reviews)

CFS ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001008259
Postcode
2000
📞 (02) 8080 5517🌐 Website
Diploma of Financial Planning FNS50611Graduate Diploma Financial Planning
Superannuation
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Sarah-Jane Ross★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001003737
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001236358
Postcode
2000
📞 (07) 3212 1333🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/20 Hunter St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001237652
Postcode
2000
📞 1300 789 575🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001234449
Postcode
2000
📞 1800 331 685🌐 Website
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★★★★★ 5 (5 reviews)

SENTINEL WEALTH MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 24/56 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000473164
Postcode
2000
📞 (02) 8908 5300🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001236953
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★★ 5 (12 reviews)

BEST INTEREST ADVICE PTY LTD
Registered
📍 Westfield Tower, 2, Level 15 - Suite/1508 101 Grafton St, Bondi Junction NSW 2022
Experience
Since 2015 (11 years)
Registration #
001005676
Postcode
2000
📞 1300 000 303🌐 Website
BAccBActStudMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wen Xie★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
Registered
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2015 (11 years)
Registration #
001236432
Postcode
2000
📞 0483 955 940🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001238450
Postcode
2000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/37 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246061
Postcode
2000
📞 (02) 9300 3000🌐 Website
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
RegisteredTax Advice ✓
📍 5/12 Maroondah Hwy, Ringwood VIC 3134
Experience
Since 2016 (10 years)
Registration #
001238957
Postcode
2000
📞 1300 736 480
Bachelor of Applied FinanceBachelor of CommerceDiploma of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Anindya Bhattacharjee★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001239225
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001243317
Postcode
2000
📞 (02) 8238 0800🌐 Website
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★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2016 (10 years)
Registration #
001264674
Postcode
2001
📞 (02) 9328 0876🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001246986
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001245113
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2016 (10 years)
Registration #
001242011
Postcode
2000
📞 0401 687 842
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★★★★ 4.2 (5 reviews)

ARK TOTAL WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 1/343 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249632
Postcode
2000
📞 (02) 9262 3333🌐 Website
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★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2016 (10 years)
Registration #
001238430
Postcode
2000
📞 1300 974 947🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001248041
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249508
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelof of Arts/ Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Cardy Man★★★★★ 4.9 (143 reviews)

38TH PARALLEL PTY LTD
Registered
📍 Level 20/15 Castlereagh St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246699
Postcode
2000
📞 1300 000 355🌐 Website
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★★★★★ 4.9 (36 reviews)

HAVANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 l3/223 Liverpool St, Darlinghurst NSW 2010
Experience
Since 2016 (10 years)
Registration #
001240942
Postcode
2000
📞 (02) 9161 1005🌐 Website
Bachelor of Business & CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Sayers★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2016 (10 years)
Registration #
001241125
Postcode
2000
📞 (07) 3212 1333🌐 Website
Foundations of Financial Planning Part ASecurities and Managed FundsGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Christopher Andrew Jones★★★★★ 5 (2 reviews)

CRYSTAL WEALTH PARTNERS LTD
Registered
📍 Level 8/65 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001240824
Postcode
2000
📞 (02) 7208 7822🌐 Website
Bachelor of Business ManagementBusiness Management degreeDiploma Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Elias★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001248140
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★★★ 4.6 (9 reviews)

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 level 22/2 Market St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001247433
Postcode
2000
📞 (02) 9251 4600🌐 Website
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
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001244524
Postcode
2000
📞 1300 785 611🌐 Website
Bachelor of Business (Accounting)Chartered Accountant (CA)Master of TaxationSelf-Managed Superannuation Funds
Superannuation
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Emma Marie Norton Selzer★★★★ 4.3 (8 reviews)

SHARTRU WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Unit 2/14 Macquarie St, Belmont NSW 2280
Experience
Since 2016 (10 years)
Registration #
001246456
Postcode
2000
📞 1300 478 424🌐 Website
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
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2016 (10 years)
Registration #
001250846
Postcode
2000
📞 1800 906 456🌐 Website
Bachelor of BusinessCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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George Tso Chih Wong★★★★★ 5 (2 reviews)

GEOSMITH PARTNERS PTY LTD
Registered
📍 Suite 4/102-108 Alfred St S, Milsons Point NSW 2061
Experience
Since 2016 (10 years)
Registration #
001248721
Postcode
2000
📞 (02) 9929 6868🌐 Website
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★★★★★ 5 (2 reviews)

GEOSMITH PARTNERS PTY LTD
Registered
📍 Suite 4/102-108 Alfred St S, Milsons Point NSW 2061
Experience
Since 2016 (10 years)
Registration #
001248721
Postcode
2000
📞 (02) 9929 6868🌐 Website
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★★★★★ 4.7 (27 reviews)

PLUTUS INDEPENDENT ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Angel Place, level 17/123 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001238476
Postcode
2000
📞 (02) 9188 8873🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249388
Postcode
2000
📞 (02) 8365 8300🌐 Website
Bachelor of ArtsMaster in Business ManagementAdvanced Diploma of Financial PlanningSSA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Yankaiya★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
RegisteredTax Advice ✓
📍 Level 36/1 Macquarie Pl, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001239122
Postcode
2000
📞 (02) 8075 4771🌐 Website
EconomicsAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica-Lea Surlan★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001241281
Postcode
2000
📞 1300 309 618🌐 Website
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
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2016 (10 years)
Registration #
001241133
Postcode
2000
📞 1800 906 456🌐 Website
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★★★★★ 4.9 (393 reviews)

FUTURE GROUP FINANCIAL SERVICES PTY LTD
Registered
📍 Suite 4:02/175 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001243628
Postcode
2000
📞 1300 658 422🌐 Website
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
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249510
Postcode
2000
📞 1300 785 611🌐 Website
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★★★★★ 5 (2 reviews)

STAR & CO FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 1302, Level 13/49 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001247962
Postcode
2000
📞 (02) 9251 4060🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001240239
Postcode
2000
📞 (03) 9328 3900
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★★★★★ 5 (2 reviews)

CAPELLA ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 13 Plaza Building/95 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001244753
Postcode
2000
🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCode of Ethics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kelly Melissa Kennedy★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Experience
Since 2016 (10 years)
Registration #
001238575
Postcode
2000
📞 (07) 3237 5999🌐 Website
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
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249702
Postcode
2000
📞 (03) 9909 7018🌐 Website
Bachelor of LawGraduate Diploma of Legal PracticeDiploma Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kirsten Taylor-Martin★★★ 2.6 (21 reviews)

GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Collins Square, Tower 5, 22/727 Collins St, Docklands VIC 3008
Experience
Since 2016 (10 years)
Registration #
001245662
Postcode
2000
📞 (03) 8320 2222🌐 Website
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
📍 379 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001266143
Postcode
2000
📞 (02) 9261 0270🌐 Website
Master of FInancial PlanningCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
Self-Managed Super (SMSF)
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Lijun Zhang★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249976
Postcode
2000
📞 1300 847 434🌐 Website
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★★★★★ 4.8 (6 reviews)

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED
RegisteredTax Advice ✓
📍 Level 5/10 Shelley St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001248513
Postcode
2000
📞 (02) 9020 4000🌐 Website
Bachelor of BusinessAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ljupco Ivanov★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001248775
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249699
Postcode
2000
📞 (03) 9256 8700🌐 Website
Professional Diploma in StockbrokingAccredited Derivatives AdviserSuperannuation Accreditation ProgramGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Lucy Eleanor Meagher★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001248709
Postcode
2000
📞 1300 309 618🌐 Website
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★★★★★ 5 (14 reviews)

HK FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 2/68 Magowar Rd, Girraween NSW 2145
Experience
Since 2016 (10 years)
Registration #
001239560
Postcode
2000
📞 0468 475 411🌐 Website
Bachelor of BusinessCARG146Client Engagement Skills
Superannuation
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Matthew John Cogan★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001244384
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of Arts, EconomicsMasters in Business EconomicsDiploma of Financial MarketsGraduate Diploma of Financial Planning
Foreign Exchange
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Matthew Robinson★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001239541
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001239541
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001244474
Postcode
2000
📞 1800 445 767🌐 Website
Bachelor of Business (Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathan Charteris★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249710
Postcode
2000
📞 (02) 9238 1238🌐 Website
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★★★★ 4.4 (8 reviews)

ADVICE EVOLUTION PTY LTD
RegisteredTax Advice ✓
📍 335 Hillsborough Rd, Warners Bay NSW 2282
Experience
Since 2016 (10 years)
Registration #
001239544
Postcode
2000
📞 (02) 4903 1111🌐 Website
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★★★★★ 5 (9 reviews)

OPULON PTY LTD
RegisteredTax Advice ✓
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001250048
Postcode
2000
📞 1800 957 912🌐 Website
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
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249975
Postcode
2000
📞 (02) 9135 2935🌐 Website
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
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001244748
Postcode
2000
📞 (02) 9135 2935🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick John Morton★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2016 (10 years)
Registration #
001253115
Postcode
2000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001242475
Postcode
2000
📞 (03) 9328 3900
Postgraduate Diploma in AccountingMaster of Business AdministrationDiploma of Financial Services (Financial Planning)928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Raymond Ga-Bing Lau★★★★ 4.1 (15 reviews)

TOWEMER PTY LTD
RegisteredTax Advice ✓
📍 Suite C/138 Walker St, North Sydney NSW 2060
Experience
Since 2016 (10 years)
Registration #
001250701
Postcode
2000
📞 (02) 8904 1318🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246981
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246326
Postcode
2000
📞 1800 445 767🌐 Website
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★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2016 (10 years)
Registration #
001246645
Postcode
2001
📞 (02) 9328 0876🌐 Website
Bachelor of Commerce/Bachelor of EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Steven Wong★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2016 (10 years)
Registration #
001246915
Postcode
2000
📞 (02) 9252 2000🌐 Website
Bachelor of Commerce (Accounting)Diploma Of Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Su Li Sin★★★★ 4 (43 reviews)

AON RISK SERVICES AUSTRALIA LIMITED
Registered
📍 Level 33/201 Kent St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001245141
Postcode
2000
📞 (02) 9253 7000🌐 Website
Bachelor of CommerceEthics and Professionalism in Financial AdviceGraduate Diploma in Financial PlanningInstitute of Actuaries of Australia
SuperannuationLife Insurance
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Sylvia Timso★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2016 (10 years)
Registration #
001243674
Postcode
2000
📞 (07) 3212 1333🌐 Website
Master of Applied FinanceAdvanced Diploma of Financial PlanningEthics and Professionalism in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Terrence George Vogiatzis★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2016 (10 years)
Registration #
001238576
Postcode
2000
📞 (02) 9252 2000🌐 Website
Bachelor of CommerceDiploma of Financial PlanningSecurities and Managed InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tess Uncle

WYBENGA FINANCIAL PTY LIMITED
RegisteredTax Advice ✓
📍 Level 9/37 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246073
Postcode
2000
📞 (02) 9300 3000🌐 Website
Bachelor of Science in PsychologyMaster of Commerce in Professional AccountingChartered Accountants Australia and New Zealand courseFNS50615 Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Thoma

MERIT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249512
Postcode
2000
📞 1300 785 611🌐 Website
Bachelor of EconomicsChartered Accountant (CA)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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Trung Phuong Thao Huynh★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001242770
Postcode
2000
📞 (02) 8280 5000🌐 Website
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
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Victor Idoko

AXIES PTY. LTD.
RegisteredTax Advice ✓
📍 168 Bay St, Brighton VIC 3186
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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Victor Idoko★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2016 (10 years)
Registration #
001238690
Postcode
2000
📞 1300 974 947🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2016 (10 years)
Registration #
001250098
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of EconomicsTier 1 SuperannuationEthics and Professional RelationshipsFPC001B Economic and Legal Context for Financial Planning
SuperannuationSecuritiesGovernment Debentures
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William Gregg★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001239738
Postcode
2000
📞 1300 309 618🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001255779
Postcode
2000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 10/25 Bligh St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260815
Postcode
2000
📞 (02) 8256 3100🌐 Website
Diploma of Financial Planning(FNS50611)Advanced Diploma of Financial Planning (FNS60410)ALPASMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Darroch★★★★★ 5 (22 reviews)

INDEPENDENT FINANCIAL ADVISORS & MEDIA PTY LTD
RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252820
Postcode
2000
📞 (02) 8880 8962🌐 Website
Bachelor of Business (Accountancy)Diploma of Financial PlanningSecurities and Managed InvestmentsSpecialist SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Zannettides★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254741
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Business & CommerceRG146ADA 1DIPLOMA OF FINANCIAL PLANNING
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Ashish Poudel★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001258071
Postcode
2000
📞 (02) 8365 8300🌐 Website
Bachelor of AccountingDiploma of Financial PlanningMaster of Financial PlanningSuper Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Asit Kumar Nayak★★★★★ 5 (16 reviews)

ZEBRA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 5/7 Eden Park Dr, Macquarie Park NSW 2113
Experience
Since 2017 (9 years)
Registration #
001258072
Postcode
2000
📞 0402 741 237🌐 Website
Provide advice in Self-Managed Superannuation FundsProvide advice in Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brigitta Hembrow-Gersey

POOLEDFUNDS PTY LTD
RegisteredTax Advice ✓
📍 Level 13/55 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001284888
Postcode
2000
📞 (02) 9905 9001🌐 Website
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
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Charis Liew★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252161
Postcode
2000
📞 (02) 8263 4000🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2017 (9 years)
Registration #
001256894
Postcode
2000
📞 0414 971 806🌐 Website
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
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Christopher George Walker

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001256893
Postcode
2000
📞 1800 738 473🌐 Website
Bachelor of Commerce (Liberal Studies)Diploma of Financial PlanningSecurities and Managed InvestmentsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Da Hye Lee★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001253855
Postcode
2000
📞 (02) 8280 5000🌐 Website
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
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Damien Korlevski★★★★★ 4.9 (79 reviews)

PGW FINANCIAL SERVICES PTY LTD
Registered
📍 99 Musgrave Rd, Red Hill QLD 4059
Experience
Since 2017 (9 years)
Registration #
001258598
Postcode
2000
📞 0483 955 940🌐 Website
Bachelor of Commerce (Finance)Advanced Diploma of Financial PlanningFNSASICR503 Provide advice in margin lendingFNSSMS501 Invest Self-Managed Superannuation Funds Assets
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Daniel Alan Farrell★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001259627
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of Agricultural EconomicsDiploma of Financial ServicesDiploma of Financial ServicesGraduate Diploma of Financial Planning
DerivativesForeign Exchange
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Daniel Francis Zuman

FORTNUM PRIVATE WEALTH LTD
Not Registered
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001255206
Postcode
2000
📞 (02) 9904 2792🌐 Website
Bachelor of Commerce (Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Daniel James Hill★★★★★ 4.9 (15 reviews)

PROFILE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 9/100 George St, Parramatta NSW 2150
Experience
Since 2017 (9 years)
Registration #
001256936
Postcode
2000
📞 (02) 9683 6422🌐 Website
Diploma of Financial PlanningGraduate Certificate of FinanceAdvanced Diploma of Financial PlanningTax for financial advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel James Turner★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254346
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association
Foreign Exchange
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Daniel Williams★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001258642
Postcode
2000
📞 1300 732 266🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Felicia Jamieson

MERIT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
000405700
Postcode
2000
📞 1300 785 611🌐 Website
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Chartered Accountant (CA)Self-Managed Superannuation Funds
Superannuation
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Hongyi (Henry) He★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001256608
Postcode
2000
📞 (02) 8422 5500🌐 Website
Bachelor of Commerce (Professional Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Hung Phi Nguyen★★★★★ 5 (2 reviews)

VINARC PTY LTD
RegisteredTax Advice ✓
📍 Level 17, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001257045
Postcode
2000
🌐 Website
Bachelor of CommerceEthics and Professionalism in Financial AdviceMargin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Israel★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001259392
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of CommerceBachelor of CommerceDiploma of Financial PlanningCore 1 Securities & Managed Investments
SecuritiesGovernment Debentures
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Jo-Anne Nelson

UNITED ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 10, Suite 02/56 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254223
Postcode
2000
📞 (02) 7208 5400🌐 Website
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Eric Riley★★★★★ 5 (1 reviews)

EQUITY & SUPER PTY LTD
RegisteredTax Advice ✓
📍 Level 3/24 Bank Pl, South Melbourne VIC 3205
Experience
Since 2017 (9 years)
Registration #
001261704
Postcode
2000
📞 (03) 8533 2400🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Kerry Liberona★★★★★ 4.9 (12 reviews)

LIFE MAP FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Suite 206/79/85 Oxford St, Bondi Junction NSW 2022
Experience
Since 2017 (9 years)
Registration #
001256361
Postcode
2000
📞 (02) 8014 2040🌐 Website
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
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Kevin Houghton★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2017 (9 years)
Registration #
001251678
Postcode
2000
📞 0450 737 737🌐 Website
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
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Kristian Zuza★★★★★ 5 (1 reviews)

PROSPERITAS PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 Level 20, Darling Park Tower, 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001259598
Postcode
2000
📞 (02) 9907 8981🌐 Website
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★★★★★ 5 (1 reviews)

PROSPERITAS PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 Level 20, Darling Park Tower, 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001259598
Postcode
2000
📞 (02) 9907 8981🌐 Website
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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Lisa Cave★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001253130
Postcode
2000
📞 (02) 8280 5000🌐 Website
FNS50611 Diploma of Financial PlanningAdvanced Diploma of Financial Planning FNS60415Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Carroll★★★★ 3.6 (5 reviews)

TOWERS WATSON AUSTRALIA PTY LTD
Registered
📍 Level 32/385 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001253189
Postcode
2000
📞 (03) 8681 9800🌐 Website
Fellow of Institute of Actuaries of AustraliaInstitute of Actuaries of Australia
Superannuation
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Mark Boyd★★★★★ 5 (8 reviews)

CSW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 6/202 Ferntree Gully Rd, Notting Hill VIC 3168
Experience
Since 2017 (9 years)
Registration #
001260772
Postcode
2000
📞 (03) 8394 0300🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Chartered AccountingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Cooper★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252474
Postcode
2000
📞 (02) 8651 3400🌐 Website
ASX Accredited Derivatives AdviserSDIA Accreditation ProgramSDIA Margin Lending AccreditationGraduate Certificate of Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mark Matejczuk★★★★★ 4.6 (7 reviews)

QI FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 7/32 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001255532
Postcode
2000
📞 (02) 8247 2700🌐 Website
Bachelor of Financial AdvisingProvide advice in margin lendingProvide advice in self-managed superannuation fundsEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Matejczuk★★★★ 4.2 (5 reviews)

RESOURCE SUPER PTY LTD
RegisteredTax Advice ✓
📍 level 7/32 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001255532
Postcode
2000
📞 1800 824 227🌐 Website
Bachelor of Financial AdvisingProvide advice in margin lendingProvide advice in self-managed superannuation fundsEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Cameron Caramians

SIRA GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001260904
Postcode
2000
📞 (03) 9909 7018🌐 Website
Diploma of Financial AdvisingGraduate Diploma of Applied Finance and InvestmentMaster of Applied FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Poynton★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001259352
Postcode
2000
📞 1300 309 618🌐 Website
LAW101FPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsFPC001B Economic and Legal Context for Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Matthew Richardson★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001256375
Postcode
2000
📞 1300 650 873🌐 Website
LAW101 Law, Business and SocietyLAW315 Taxation LawBachelor of CommerceDiploma of Financial Planning FNS50615
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael James Cooney★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2017 (9 years)
Registration #
001252919
Postcode
2000
📞 (07) 3212 1333🌐 Website
Graduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John English★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254780
Postcode
2000
📞 1800 331 685🌐 Website
BA PsychologyBComm EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Miller

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001251864
Postcode
2000
📞 (02) 8036 6490🌐 Website
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell Cook★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252889
Postcode
2000
📞 (02) 8216 6300🌐 Website
RG146Resource EconomicsGraduate Diploma of Financial Planning
SuperannuationSecurities
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Paul Mark Selikman

LIPMAN BURGON AND PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252634
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of Business AdministrationBachelor of Commerce and AccountingDiploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter Hodges★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001260510
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of BusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association
Foreign Exchange
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Rahul Narayan★★★★★ 5 (2 reviews)

STAMFORD (WEALTH MANAGEMENT) PTY LTD
Registered
📍 Level 9/16 O'Connell St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001259745
Postcode
2000
📞 (02) 9046 8900🌐 Website
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Renee Souster

PLAYFAIRTAN PTY LTD
Registered
📍 BMA House, Suite 101/135 Macquarie St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001256209
Postcode
2000
📞 (02) 8239 3390🌐 Website
Bachelor of BusinessPS146 Compliance Gap TrainingMaster of Applied FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Robert Chertok

AW FINANCIAL ADVISORY GROUP PTY LTD
RegisteredTax Advice ✓
📍 11 99 York St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254261
Postcode
2000
📞 1300 881 818🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rowland Jiang★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252427
Postcode
2000
📞 (02) 8114 2222🌐 Website
Bachelor of Science (Advanced Mathematics)Accredited Derivatives Adviser Level 1Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment Debentures
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Salvatore La Cava★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001251126
Postcode
2000
📞 (02) 8216 6300🌐 Website
Accredited Derivatives Adviser Level 1Margin Lending Accreditation ProgramMaster of Applied FinanceSuperannuation Accreditation Program
SuperannuationLife InsuranceSecuritiesDerivatives
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Simon Karl Wulf

EFS ADVICE PTY LTD
RegisteredTax Advice ✓
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
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Steven Mitchell★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001253271
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Accounting)Master of Applied FinanceEthics and Professionalism in Financial AdviceClient Engagement Skills
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Vinay Ramesh★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001251073
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of Commerce (Professional Accounting)Core 1 Securities and Managed Investments Accreditation ProgramForeign Exchange Accreditation ProgramChartered Financial Analyst Program
SecuritiesForeign Exchange
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Won Sil Kang

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001259307
Postcode
2000
📞 (03) 9209 9777🌐 Website
Bachelor of CommerceChartered Accountants Program/Graduate Diploma (ICAA)Master of TaxationDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Xavier Lo

AUSTRALIAN FINANCIAL ADVISORY GROUP PTY LTD
Registered
📍 11 99 York St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001251756
Postcode
2000
📞 1300 881 818🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001258104
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2018 (8 years)
Registration #
001268675
Postcode
2000
📞 (02) 9518 6868🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2018 (8 years)
Registration #
001271988
Postcode
2000
📞 0450 737 737🌐 Website
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★★★★★ 5 (53 reviews)

CFS ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272062
Postcode
2000
📞 (02) 8080 5517🌐 Website
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
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270063
Postcode
2000
📞 1300 785 611🌐 Website
Bachelor of Commerce (Accounting)Chartered Accountant (CA)SMSF Specialisation CourseSelf-Managed Superannuation Funds
Superannuation
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Akhil Cherian Francis★★★★ 4.5 (15 reviews)

TRELLAN CAPITAL PTY LTD
Registered
📍 Suite 32, Level 7/88 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271139
Postcode
2000
📞 (02) 9233 1111🌐 Website
Bachelor of CommerceMaster of Applied FinanceMaster of CommerceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Luke Allenby★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270939
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Ali Marashian★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000329841
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of Applied FinanceBachelor of Economics (Banking & Finance)Diploma of Financial ServicesFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Alka Kalasabail

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268845
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★★★★ 5 (6 reviews)

IA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263401
Postcode
2000
📞 (02) 7227 8802🌐 Website
Diploma of Financial MarketsDiploma of Financial PlanningAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amber Jing Jing Lin

THE PRINCIPAL EDGE PTY. LTD.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2018 (8 years)
Registration #
001270959
Postcode
2000
📞 (02) 9363 2900🌐 Website
Diploma of BusinessBachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andersen Lee★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269837
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of CommerceBachelor of EconomicsFPC002B Ethics and Professionalism in Financial AdviceChartered Financial Analyst Program
SuperannuationSecuritiesGovernment Debentures
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Andrew Angelo Biviano★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
Registered
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271067
Postcode
2000
📞 (02) 8078 0888🌐 Website
Bachelor of MathematicsGraduate Diploma in Financial PlanningProfessional Certificate in SMSFCert IV Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Joseph Ventura★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269437
Postcode
2000
📞 (02) 8216 6300🌐 Website
BACHELOR OF APPLIED FINANCEBACHELOR OF ECONOMICSACCREDITED DERIVATIVES ADVISER 1 & 2Core 1 Securities & Managed Investments Accreditation Program
SuperannuationSecuritiesDerivatives
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Andrew Tate★★★★ 3.8 (4 reviews)

SWITZER FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 4/10 Spring St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001261293
Postcode
2000
📞 1300 794 893🌐 Website
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Angela Aspinall★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272781
Postcode
2000
📞 1300 847 434🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Joseph Leto★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001267788
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce and Bachelor of LawsForeign Exchange Accreditation ProgramGraduate Certificate of FinanceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Anuja Gupta★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271409
Postcode
2000
📞 1300 847 434🌐 Website
Bachelor of Business Information SystemMaster of Business Administration (Advanced) (Finance)FPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashlee Bunyan★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268101
Postcode
2000
📞 1800 331 685🌐 Website
Ethics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial LawFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashleigh Richardson★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269995
Postcode
2000
📞 (02) 8232 3333🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Barton Lynch★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270984
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial PlanningCommercial LawEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Benjamin Hackett★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269770
Postcode
2000
📞 (02) 8216 6300🌐 Website
DIPLOMA OF FINANCIAL PLNNINGBachelor of CommerceAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Benjamin James Judd Neal★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270745
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Finance, Financial Planning)Bachelor of CommerceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Malkki★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273336
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of Commerce (Finance & Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Bishal Chhetri★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263156
Postcode
2000
📞 (02) 9231 2133🌐 Website
Diploma of Financial PlanningAccredited Listed Product Adviser ProgramCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Blake Alexander Wendt

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270913
Postcode
2000
📞 1800 738 473🌐 Website
Bachelor of Business and CommerceAccredited Listed Product Adviser ProgramMaster of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Brandon James Anderson★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263362
Postcode
2000
📞 (02) 8280 5000🌐 Website
Bachelor of CommerceEthics and Professionalism in Financial Advice
Superannuation
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Branislav Vlacic★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265292
Postcode
2000
📞 1800 333 613🌐 Website
Bachelor of Commerce (Economics)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentRSA Products
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Cameron (James) Crawford

PARASOL ADVISORY PTY LIMITED
Registered
📍 The Great Room, Level 29/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273197
Postcode
2000
📞 0416 205 471🌐 Website
Bachelor of Commerce (Marketing)Tier OneMargin Lending AccreditationMASTER OF APPLIED FINANCE
SecuritiesDerivativesGovernment Debentures
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Catherine Kayess

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272101
Postcode
2000
📞 (02) 7238 4192🌐 Website
Bachelor of Business (Business Administration)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Chao Li★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265669
Postcode
2000
📞 1300 650 873🌐 Website
BSB111.4 Business Law and EthicsBachelor of BusinessMaster of AccountingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chi Vivi Chen★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272559
Postcode
2000
📞 (07) 3237 5999🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272947
Postcode
2000
📞 1300 847 434🌐 Website
Bachelor of CommerceChartered Financial AnalystDiploma of Financial PlanningDFP5v4 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris Hickey★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273423
Postcode
2000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2018 (8 years)
Registration #
001263532
Postcode
2000
📞 (07) 5555 5400🌐 Website
Diploma of Financial Services (FNS50104)Tax for Financial AdvisingAdvanced Diploma of Financial Planning (FNS60415)Ethics & Professionalism
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Christopher David Smith★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271256
Postcode
2000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
Securities
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Christopher John Yarrington★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269273
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of ArtsCertified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clive Levinthal★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270104
Postcode
2000
📞 1300 732 266🌐 Website
Bachelor of ScienceChartered Financial Analyst (CFA)RG146 Compliance Requirements (Tier 1)DFP5v5 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cody Nicholas Findlay★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270657
Postcode
2000
📞 (02) 8280 5000🌐 Website
Bachelor of Applied Finance with the degree of Bachelor of EconomicsFNS50615 Diploma of Financial PlanningCertified Financial Planner (CFP)Master of Financial Planning
Superannuation
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Courtney Morrow★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269639
Postcode
2000
📞 (02) 8232 3333🌐 Website
FNS50611 Diploma of Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Courtney Morrow★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269639
Postcode
2000
📞 (02) 8232 3333🌐 Website
FNS50611 Diploma of Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Dale Shanahan★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269514
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Dale Shanahan★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269514
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Damian Campbell★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001266978
Postcode
2000
📞 1300 138 848🌐 Website
Diploma of financial planningGraduate diploma of applied finance and investmentEthics and professionalism in financial adviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel James Morrison★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269872
Postcode
2000
📞 1800 331 685🌐 Website
Advanced diploma of financial planningBachelor of business (finance and economics)Ethics and professionalism in financial adviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel John Creagan★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269941
Postcode
2000
📞 (02) 8263 4000🌐 Website
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
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Daniel John Williams★★★★★ 5 (16 reviews)

ZEBRA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 5/7 Eden Park Dr, Macquarie Park NSW 2113
Experience
Since 2018 (8 years)
Registration #
001261870
Postcode
2000
📞 0402 741 237🌐 Website
Tier 1 Margin LendingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel John Williams★★★★★ 5 (16 reviews)

ZEBRA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 5/7 Eden Park Dr, Macquarie Park NSW 2113
Experience
Since 2018 (8 years)
Registration #
001261870
Postcode
2000
📞 0402 741 237🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271614
Postcode
2000
📞 (02) 9904 2792🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningMargin LendingFPC002B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Danielle Carpenter★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001261986
Postcode
2000
📞 1800 331 685🌐 Website
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
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Darren Topps★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272647
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of Arts in Finance, Accounting & ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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David Bede Greenfield★★★★ 4.2 (5 reviews)

F PALMER & M E PALMER
Registered
📍 Level 12/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269243
Postcode
2000
📞 (02) 9233 2433🌐 Website
Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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David Macedone★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273076
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial AdviceAustralian Financial Markets Association
DerivativesForeign Exchange
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Davone Saycocie

LOYALTY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 24/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269742
Postcode
2000
📞 1300 160 136🌐 Website
Diploma of Financial ServicesGraduate Diploma of Financial PlanningSMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Horwitz★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001264588
Postcode
2000
📞 (02) 9906 8066🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268869
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of Business (Finance)Diploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Denise Jeanne Woodward★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2018 (8 years)
Registration #
001269696
Postcode
2001
📞 (02) 9328 0876🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Diane Elizabeth Somerville★★★★ 3.6 (40 reviews)

DELOITTE ACTUARIES & CONSULTANTS LIMITED
Registered
📍 Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001241148
Postcode
2000
📞 (02) 9322 7000🌐 Website
Bachelor of EconomicsSuperannuationGraduate Diploma Financial PlanningFellow of the Institute of Actuaries of Australia (FIAA)
SuperannuationLife InsuranceLife InvestmentSecurities
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Die Jane Hu★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269900
Postcode
2000
📞 (02) 8232 3333🌐 Website
Master of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningClient Engagement Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Die Jane Hu★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269900
Postcode
2000
📞 (02) 8232 3333🌐 Website
Master of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningClient Engagement Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Divagni Dharshana Naidu

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271072
Postcode
2000
📞 (02) 9178 0700🌐 Website
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
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Donna Maree Johnstone★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Registered
📍 833 Collins St, Docklands VIC 3008
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272985
Postcode
2000
📞 (03) 9242 4000🌐 Website
RG146Bachelor of Commerce
SecuritiesDerivatives
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Edward Mcalpin Watson★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272819
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessMaster of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Ekta Ashokkumar Lalwani

AWM SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41/56-60 Foster St, Surry Hills NSW 2010
Experience
Since 2018 (8 years)
Registration #
001272262
Postcode
2000
📞 (02) 8061 6696🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emma Hicks★★★★★ 4.8 (6 reviews)

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED
RegisteredTax Advice ✓
📍 Level 5/10 Shelley St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270633
Postcode
2000
📞 (02) 9020 4000🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eric Quak

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271759
Postcode
2000
📞 (02) 9178 0700🌐 Website
Bachelor of ScienceGraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentRSA Products
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Ethan Marsters★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273070
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of Arts (Politics)Bachelor of Business (Banking and Finance)Graduate Diploma of Financial Planning
Foreign Exchange
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Evan Cormack

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2018 (8 years)
Registration #
001269645
Postcode
2000
📞 (02) 6249 1555
Diploma Financial Planning FNS50615Advanced Diploma Financial Planning FNS60415Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Gavin David Glozier★★★★★ 5 (2 reviews)

VINARC PTY LTD
RegisteredTax Advice ✓
📍 Level 17, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265460
Postcode
2000
🌐 Website
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★★★★★ 5 (53 reviews)

CFS ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265743
Postcode
2000
📞 (02) 8080 5517🌐 Website
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
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Gia Bao Chau★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270982
Postcode
2000
📞 (02) 8216 6300🌐 Website
FOUNDATION STUDIESBusinessCore 1Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Grace Xiao Fen Bacon★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001272735
Postcode
2000
📞 (08) 9261 9100🌐 Website
Bachelor of CommerceCertified Financial PlannerMargin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Greeshma Girish★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272089
Postcode
2000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271936
Postcode
2000
📞 1300 663 334🌐 Website
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
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Hamish Garth Ninham★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269504
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Commerce (International Business)Bachelor of EconomicsMaster of Commerce (Applied Finance)FNS50611 Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Hayden Ronald Witts★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001262095
Postcode
2000
📞 (02) 9906 8066🌐 Website
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★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272188
Postcode
2000
📞 (02) 8280 5000🌐 Website
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
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271817
Postcode
2000
📞 (02) 8215 1560🌐 Website
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★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2018 (8 years)
Registration #
001271882
Postcode
2000
📞 (02) 9518 6868🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001241129
Postcode
2000
📞 (02) 9231 2133🌐 Website
Diploma of SuperannuationDiploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife Insurance
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Jackie Tsai★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001306989
Postcode
2000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271864
Postcode
2000
📞 1300 737 526🌐 Website
Bachelor of Commerce (Economics)RG 146 CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacqueline Sarah Downham★★★★ 3.6 (5 reviews)

TOWERS WATSON AUSTRALIA PTY LTD
Registered
📍 Level 32/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270113
Postcode
2000
📞 (03) 8681 9800🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269990
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268181
Postcode
2000
📞 (02) 9413 9558🌐 Website
Bachelor of PhysiotherapyMaster of Public HealthDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Ivan Weir★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272317
Postcode
2000
📞 1300 732 266🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269608
Postcode
2000
📞 (02) 8232 3333🌐 Website
Master of Business Administration (Finance)FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Vincent Smith★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269894
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266234
Postcode
2000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Accounting)Accredited Derivatives Adviser Level OneGraduate Diploma of Financial Planning
SuperannuationSecurities
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Jenny Truong To★★★★★ 5 (1 reviews)

STRATEGIC FINANCIAL ADVISERS PTY. LTD.
RegisteredTax Advice ✓
📍 King Street Wharf, 322/5 Lime Street, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273100
Postcode
2000
📞 (02) 9221 1224🌐 Website
Bachelor of Arts (International Relations)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jialu Liang★★★★★ 5 (14 reviews)

HK FINANCIAL SERVICES PTY LTD
Registered
📍 Unit 2/68 Magowar Rd, Girraween NSW 2145
Experience
Since 2018 (8 years)
Registration #
001271824
Postcode
2000
📞 0468 475 411🌐 Website
Master of CommerceMaster of Professional AccountingDerivatives (General Advice)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jing Wen Drummond★★★★★ 5 (2 reviews)

MONEYCLIP MANAGEMENT PTY LTD
Not Registered
📍 Suite 1, Level 10/47 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270545
Postcode
2000
📞 (02) 9299 2292🌐 Website
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★★★★ 4.2 (5 reviews)

F PALMER & M E PALMER
Registered
📍 Level 12/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263282
Postcode
2000
📞 (02) 9233 2433🌐 Website
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★ 1 (1 reviews)

CU FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Suite 4b, Lvl 4/428 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273015
Postcode
2000
📞 (02) 9231 3080🌐 Website
Bachelor of CommerceCOMPANY LAW & TAXATIONCPA Program Professional LevelDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Robert Granger★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269888
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (2 reviews)

CRYSTAL WEALTH PARTNERS LTD
Registered
📍 Level 8/65 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000404242
Postcode
2000
📞 (02) 7208 7822🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Markets)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John-Paul Righetti★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2018 (8 years)
Registration #
001264029
Postcode
2000
📞 0450 737 737🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Jon Cousins★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267281
Postcode
2000
📞 (02) 8216 6300🌐 Website
ADA 1 & 2Bachelor of Business (Finance)/Bachelor of EngineeringSuperannuationProfessional Diploma in Securities and Derivatives
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Jonathon Nicholas Fragakis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272874
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor Business AdministrationEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Jordan Peel Berger★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263083
Postcode
2000
📞 (02) 8216 6300🌐 Website
BACHELOR OF ECONOMICSDIPLOMA OF FINANCIAL PLANNINGGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Julien Francois Laurent Renard★★★★★ 5 (9 reviews)

OPULON PTY LTD
RegisteredTax Advice ✓
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272539
Postcode
2000
📞 1800 957 912🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Super Fund AccreditationMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justine Margaret Mcglynn★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272738
Postcode
2000
📞 1300 650 873🌐 Website
Certificate in Financial MarketsMaster of Business in FinanceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kalaichelvi Aravindan★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001264650
Postcode
2000
📞 (02) 8651 3400🌐 Website
Graduate Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecurities
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Karl Von Sanden★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001265583
Postcode
2000
🌐 Website
COMMLAW2500COMMLAW3500Bachelor of Commerce (Corporate Finance)Accredited Derivatives Adviser Level 1
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Katherine Marie Calvisi★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269637
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Business with Credit (Accounting and Finance)Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katherine Marie Calvisi★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269637
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Business with Credit (Accounting and Finance)Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Khalil (Charlie) Daher★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001263182
Postcode
2000
📞 1300 138 138🌐 Website
Bachelor of Business (Financial Planning)Bachelor of Commerce (Accountancy)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kieran Axtens★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269274
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of AviationRG146Masters of Business AdministrationFinancial Planning
SuperannuationLife InsuranceSecurities
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Kim Baxter★★★★★ 5 (2 reviews)

CAPELLA ADVISORY PTY LTD
Registered
📍 Level 13 Plaza Building/95 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265411
Postcode
2000
🌐 Website
Bachelor of CommerceDiploma of Financial PlanningMargin Lending AccreditationSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kristen Catherine Agius★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271942
Postcode
2000
📞 1300 653 097🌐 Website
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Laura Coneliano★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269733
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningCore 1 Securities & Managed Investments Accreditation
SuperannuationSecuritiesGovernment Debentures
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Luke Branagan★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269041
Postcode
2000
📞 (03) 9906 5000🌐 Website
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
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Luke Fussell★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271506
Postcode
2000
📞 1300 309 618🌐 Website
Graduate Diploma of Financial PlanningTFA Tax for Financial Advising
SecuritiesGovernment Debentures
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Luke Herzog★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269528
Postcode
2000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Luying Guo★★★★★ 5 (1 reviews)

STRATEGIC FINANCIAL ADVISERS PTY. LTD.
RegisteredTax Advice ✓
📍 King Street Wharf, 322/5 Lime Street, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268777
Postcode
2000
📞 (02) 9221 1224🌐 Website
Master of CommerceDiploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marcus Thistleton★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271912
Postcode
2000
📞 (02) 8908 3444🌐 Website
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
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Maria Mariel Tiglao★★★★★ 5 (7 reviews)

NEWELL PALMER SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271055
Postcode
2000
📞 (02) 9906 8066🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceSecuritiesRSA Products
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Martin William Van Rooy★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2018 (8 years)
Registration #
001267840
Postcode
2000
📞 (02) 9518 6868🌐 Website
Bachelor of Commerce (Financial Planning and Accounting)Master of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Ryan Doyle★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273276
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of Economics and Social Sciences (Economics)Juris DoctorAccredited Derivatives Adviser 2Accredited Derivatives Adviser Level 1
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Maximilian Rees★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272913
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelor of FinanceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Meera Rayarel★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272921
Postcode
2000
📞 (07) 3237 5999🌐 Website
Diploma of Financial PlanningBachelor of Business (Finance)Commercial LawFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Meiyin Li★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269292
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★★ 4.9 (15 reviews)

ALTUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/20 Bond St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270970
Postcode
2000
📞 (02) 8908 3444🌐 Website
Bachelor of Business Major in Accounting Major in Financial PlanningTax AgentAECL001 Corporations and Trusts Law5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Michael Luke Zaia

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2018 (8 years)
Registration #
001272982
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of CommerceDiploma of Financial Planning (DFP1-3)Securities, Derivatives and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Miller★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268476
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of ArtsDiploma of Financial MarketsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Michael Paraskevopoulos

SOVEREIGN OAK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
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
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Min Yan★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267063
Postcode
2000
📞 (02) 8232 3333🌐 Website
Master of AccountancyFNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Min Yan★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267063
Postcode
2000
📞 (02) 8232 3333🌐 Website
Master of AccountancyFNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell Patrick Bogdanov★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271977
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Finance & Financial Planning)Ethices and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Natalie Berrell★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268606
Postcode
2000
📞 (02) 9888 4764🌐 Website
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
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Natalie Berrell★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268606
Postcode
2000
📞 (02) 9888 4764🌐 Website
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
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Nathan Michael Perks★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265829
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Arts with Bachelor of CommerceFNS50615 Diploma of Financial PlanningDFPv4 Tax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathan Michael Perks★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265829
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of Arts with Bachelor of CommerceFNS50615 Diploma of Financial PlanningDFPv4 Tax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Nicholas Edward Chatterton★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272900
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Accountg & Finance)Diploma of Financial PlanningAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Nicole Bendeich

ADVICEIQ PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272570
Postcode
2000
📞 (07) 3164 7938🌐 Website
Certificate III in Financial ServicesCertificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Oliver John Mayo★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269503
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Olivia Core★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273084
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial AdviceAFMA Accredited Dealer
Derivatives
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Patrick Hoult★★★★ 3.9 (15 reviews)

RIVER X FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/89 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269431
Postcode
2000
📞 (02) 9262 4170🌐 Website
Diploma of Financial ServicesAccredited Derivatives Adviser Level 1 (ADA1)Accredited Derivatives Adviser Level 2 (ADA2)Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Anthony Cupic★★★★ 4.5 (8 reviews)

BENTLEYS FINANCIAL SERVICES NSW PTY LTD
RegisteredTax Advice ✓
📍 14/60 Margaret St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001262484
Postcode
2000
📞 (02) 9220 0700🌐 Website
Bachelor of CommerceSpecialist SMSF courseEthics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul John Gubecka★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270101
Postcode
2000
📞 (02) 9231 2133🌐 Website
Bachelor of CommerceBachelor of LawsCertified Practising Accountant (CPA)Certified Practising Accountant (CPA)
SuperannuationLife Insurance
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Peter Haskins★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273328
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceASIC PS146 ComplianceGraduate Diploma of Financial PlanningMaster of Applied Finance
Securities
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Peter Haskins★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001273328
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelor of CommerceASIC PS146 ComplianceGraduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Peter James Willett★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269884
Postcode
2000
📞 (02) 9238 1238🌐 Website
Diploma of Financial AdvisingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Peter Schokman

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272283
Postcode
2000
📞 1800 062 134🌐 Website
Master of Business (Finance)Diploma Financial Planning FNS50615Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Qi Jin★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271965
Postcode
2000
📞 1800 331 685🌐 Website
Master of commerce (accounting)Diploma of Financial PlanningEthics and professionalism in financial adviceAdvanced diploma of financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rae Louise Jacka

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2018 (8 years)
Registration #
001271376
Postcode
2000
📞 0414 971 806🌐 Website
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
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Rafi Jinnat★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272139
Postcode
2000
📞 (03) 8651 2600🌐 Website
Bachelor of Economics (Economic Analysis and Policy)Diploma of Financial PlanningAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Renee Condylis★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263795
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of Agricultural EconomicsDiploma of Financial PlanningAdvanced Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InvestmentSecuritiesGovernment Debentures
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Reuben Sachithanandan★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269692
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of Business (Professional Accounting)Diploma of Financial PlanningCertificate IV in Finance & Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Rhys Harley Yarran Springer★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269248
Postcode
2000
📞 (02) 8365 8300🌐 Website
Diploma of Financial PlanningALPA Accredited Listed Product AdviserSuper Concepts Specialist SMSF Online CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Henry Dravers★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273562
Postcode
2000
📞 (02) 9231 2133🌐 Website
The Certified Diploma in AccountingAdvanced Diploma of Financial PlanningDiploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Robert Leo Ackermann★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273296
Postcode
2000
📞 (02) 9775 2600🌐 Website
Bachelor of Business in Hotel ManagementGraduate Diploma in Applied Finance and InvestmentMaster of Commerce in Professional AccountingMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Robin Eddie

LIPMAN BURGON AND PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270901
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of Applied Commerce majoring in Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sadia Baig

EFS ADVICE PTY LTD
RegisteredTax Advice ✓
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
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Sakshi Bagaria

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267240
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2018 (8 years)
Registration #
001261904
Postcode
2000
📞 (02) 9518 6868🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Samuel Jones★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272197
Postcode
2000
📞 1300 309 618🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270427
Postcode
2000
📞 1800 501 204🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271990
Postcode
2000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270078
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of BusinessDiploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sebastian Joseph Wolf★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269641
Postcode
2000
📞 1300 732 266🌐 Website
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★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2018 (8 years)
Registration #
001265494
Postcode
2000
📞 (02) 9518 6868🌐 Website
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★★★★★ 4.9 (195 reviews)

FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2018 (8 years)
Registration #
001263047
Postcode
2000
📞 (02) 9328 0876🌐 Website
Risk ManagementSuperannuation & Retirement PlanningGraduate Certificate in Applied FinanceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Soheil Naderi★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272878
Postcode
2001
📞 (02) 8216 6300🌐 Website
B Applied FinanceChartered Financial analystGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Stephanie Liah Broom★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272169
Postcode
2000
📞 (02) 9231 2133🌐 Website
Bachelor of Commerce (Financial Planning)Bachelor of LawsGraduate Diploma in Legal Practice
SuperannuationLife Insurance
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Stephen Paul Rogers★★★★ 3.9 (15 reviews)

RIVER X FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/89 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270284
Postcode
2000
📞 (02) 9262 4170🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Stephen Robinson★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269173
Postcode
2000
📞 (02) 8280 5000🌐 Website
Bachelor of Commerce Financial Planning and FinanceEthics and Professionalism in Financial Advice
Superannuation
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Stephen Walker★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272484
Postcode
2000
📞 (02) 8280 5000🌐 Website
Bachelor of Business majoring in AccountingMaster of Financial PlanningEthics and Professionalism in Financial Advice
Superannuation
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Stuart Peter West★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270697
Postcode
2000
📞 1800 501 204🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263310
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★ 4.3 (6 reviews)

ACCRU FINANCIAL PLANNING PTY LTD
Registered
📍 Level 9/1 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271794
Postcode
2000
📞 (02) 8226 1655🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001266924
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association
DerivativesForeign Exchange
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Timothy James Gunning★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272143
Postcode
2000
📞 (03) 9242 4000🌐 Website
Superannuation and Retirement PlanningASX/ACH Responsible ExecutiveCore 1Relevant Provider Exam
SuperannuationSecuritiesGovernment Debentures
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Tjay Ratnawardana★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267476
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000264295
Postcode
2000
📞 1300 732 266🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271391
Postcode
2000
📞 13 22 65🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272904
Postcode
2000
📞 (02) 9230 9600🌐 Website
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★★★★★ 5 (9 reviews)

CENTURION ADVISORS AFSL PTY LTD
RegisteredTax Advice ✓
📍 Suite 3, Level 29/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266233
Postcode
2000
📞 (02) 8999 3383🌐 Website
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★★★★★ 5 (1 reviews)

ETHINVEST PTY. LIMITED
RegisteredTax Advice ✓
📍 level 8/1 York St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268182
Postcode
2000
📞 (02) 9413 9558🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266123
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Finance)ADA 1 & 2SUPERANNUATIONDiploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Viet Thai Dao★★★★★ 4.9 (811 reviews)

EMPOWER WEALTH FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 9/88 Laurens St, North Melbourne VIC 3051
Experience
Since 2018 (8 years)
Registration #
001261685
Postcode
2000
📞 1300 123 842🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272999
Postcode
2000
📞 1300 847 434🌐 Website
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★★★★★ 5 (5 reviews)

SENTINEL WEALTH MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 24/56 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001264504
Postcode
2000
📞 (02) 8908 5300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266708
Postcode
2000
📞 (02) 8074 8599🌐 Website
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
📍 1/1 Jamison St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270902
Postcode
2000
📞 (02) 9299 8977🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272565
Postcode
2000
📞 (07) 0000 0036🌐 Website
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★★ 1.5 (60 reviews)

RESOLUTION LIFE AUSTRALASIA LIMITED
Not Registered
📍 2 Park St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270907
Postcode
2000
📞 13 37 31🌐 Website
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★★★★★ 5 (1 reviews)

THE FAMILY WEALTH ADVISORY GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 27.02, Level 27/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2020 (6 years)
Registration #
001281803
Postcode
2000
📞 (02) 9233 2333🌐 Website
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.
RegisteredTax Advice ✓
📍 9/9-11 Grosvenor St, Neutral Bay NSW 2000
Experience
Since 2021 (5 years)
Registration #
001285828
Postcode
2000
📞 (02) 9125 2030🌐 Website
Graduate Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist AdvisorSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ashleigh Rose Eberhard★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001289509
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001283942
Postcode
2000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 20 Martin Pl, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001293263
Postcode
2000
📞 (02) 8324 7435🌐 Website
Bachelor of Commerce Professional AccountingCommercial and Corporations LawTaxation LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Andrew Aitken★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001293590
Postcode
2000
📞 1300 847 434🌐 Website
Bachelor CommerceGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningSpecialist SMSF Online
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nayyar Hayat★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001293549
Postcode
2000
📞 (02) 8297 6666🌐 Website
Bachelor of ScienceAssociate MembershipCertified Practising AccountantFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Edmund Whelan★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001284742
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001282369
Postcode
2000
📞 (02) 9888 4764🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001282369
Postcode
2000
📞 (02) 9888 4764🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001283284
Postcode
2000
📞 (02) 9904 2792🌐 Website
Bachelor of Applied Finance/Bachelor of CommerceALPAFPC002BSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Xiao Fei Max Song★★★★ 4.5 (15 reviews)

TRELLAN CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Suite 32, Level 7/88 Pitt St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001289398
Postcode
2000
📞 (02) 9233 1111🌐 Website
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
RegisteredTax Advice ✓
📍 20 Martin Pl, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001293651
Postcode
2000
📞 (02) 8324 7435🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001283500
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001283500
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001297268
Postcode
2000
📞 (02) 8263 4000🌐 Website
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
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Christian Anthony Saffioti★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2022 (4 years)
Registration #
001294004
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Economics and FinanceGraduate Diploma of Financial PlanningMargin Lending
SuperannuationSecuritiesGovernment Debentures
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Christopher Vlahos

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001292972
Postcode
2000
📞 (02) 9904 2792🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294811
Postcode
2000
📞 (02) 9230 9600🌐 Website
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★★★★★ 5 (63 reviews)

ALTERIS FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 11/60 Carrington St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294725
Postcode
2000
📞 (02) 8078 0888🌐 Website
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
RegisteredTax Advice ✓
📍 10/25 Bligh St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294095
Postcode
2000
📞 (02) 8256 3100🌐 Website
Graduate Diploma Financial PlanningTFAv1 Tax for Financial AdvisingCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Janelle Louise Brady★★ 2.2 (12 reviews)

DOCTORS FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 6 Tower 3/201 Sussex St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001296034
Postcode
2000
📞 1800 226 126🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★★★ 5 (29 reviews)

PITCHER PARTNERS SYDNEY PRIVATE WEALTH PTY LIMITED
RegisteredTax Advice ✓
📍 Darling Park, Level 16, Tower 2/201 Sussex St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294690
Postcode
2000
📞 (02) 9221 2099🌐 Website
Bachelor of Business (majoring in Finance and Economics)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Langhein★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001295254
Postcode
2000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Financial PlanningMargin Lending Specialist
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Michael Hart★★★★★ 4.6 (7 reviews)

QI FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 7/32 Martin Pl, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294006
Postcode
2000
📞 (02) 8247 2700🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicholas William Block★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2022 (4 years)
Registration #
001294054
Postcode
2000
📞 (02) 9252 2000🌐 Website
Bachelor of FinanceMaster of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Prue Catherine Cheeseman-Goodes★★★★★ 4.8 (6 reviews)

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED
RegisteredTax Advice ✓
📍 Level 5/10 Shelley St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001291919
Postcode
2000
📞 (02) 9020 4000🌐 Website
B BusinessChartered AccountantAccredited Listed Product Adviser ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Louise Sheehan★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001295688
Postcode
2000
📞 (02) 8651 3400🌐 Website
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
RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Experience
Since 2022 (4 years)
Registration #
001292965
Postcode
2000
📞 (07) 3164 7938🌐 Website
Bachelor of BusinessMaster of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yanni Mavrikis★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001285636
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Finance and Financial Planning)Certificate IV in Finance and Mortgage BrokingEthics and Professionalism in Finanical AdviceCFP Certification Program
SuperannuationSecuritiesGovernment Debentures
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Aaron John Caldwell

MERCURY PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 60 Martin Pl, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001298249
Postcode
2000
📞 (02) 9152 8900🌐 Website
Bachelor of CommerceAccredited Listed Product Adviser ProgramMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aaron Skow

LIPMAN BURGON AND PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001300847
Postcode
2000
📞 (02) 9230 9600🌐 Website
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★★★★★ 5 (5 reviews)

SENTINEL WEALTH MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 24/56 Pitt St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001294558
Postcode
2000
📞 (02) 8908 5300🌐 Website
Revenue Law & Business LawBachelor of CommerceGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Annalise Jasmine Blackshaw

PLAYFAIRTAN PTY LTD
Registered
📍 BMA House, Suite 101/135 Macquarie St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001297750
Postcode
2000
📞 (02) 8239 3390🌐 Website
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
RegisteredTax Advice ✓
📍 Level 17/1 Denison St, North Sydney NSW 2060
Experience
Since 2023 (3 years)
Registration #
001297966
Postcode
2000
📞 (02) 9922 6155🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Jon Dawson

AVALONFS PTY LTD
RegisteredTax Advice ✓
📍 suite 12/5/7 Ross St, Parramatta NSW 2150
Experience
Since 2023 (3 years)
Registration #
001302774
Postcode
2000
📞 1800 681 438🌐 Website
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bryce Johansen★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001300891
Postcode
2000
📞 1300 309 618🌐 Website
FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Cameron Hugh Philpot★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001300890
Postcode
2000
📞 1300 309 618🌐 Website
Business Administration with concentration on finance/economicsClient Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Charlie Robert Warner★★★★★ 4.9 (15 reviews)

PROFILE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 9/100 George St, Parramatta NSW 2150
Experience
Since 2023 (3 years)
Registration #
001298834
Postcode
2000
📞 (02) 9683 6422🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001300877
Postcode
2000
📞 1300 309 618🌐 Website
FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Daniel Kirk★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001300882
Postcode
2000
📞 (02) 9248 0422🌐 Website
Graduate Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Davin Kim

WALKER LANE PTY LTD
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001295447
Postcode
2000
📞 (02) 9135 2935🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301195
Postcode
2000
📞 (02) 8262 4000🌐 Website
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
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Ethan Stein★★★★★ 5 (69 reviews)

MONTARA SERVICES PTY LTD
RegisteredTax Advice ✓
📍 309, suite 1 level 6/315 George St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001296175
Postcode
2000
📞 (02) 8330 3733🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001302799
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Economics & Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Jonathon Bolt★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001303216
Postcode
2000
📞 (02) 8263 4000🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001303653
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298048
Postcode
2000
📞 (03) 9242 4000🌐 Website
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★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
RegisteredTax Advice ✓
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001296314
Postcode
2000
📞 (02) 9146 8900🌐 Website
Graduate Diploma of Financial PlanningEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leah Cameron★★★★★ 5 (1 reviews)

MULTIFORTE GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 2/117 Clarence St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001296314
Postcode
2000
📞 (02) 9262 6045🌐 Website
Graduate Diploma of Financial PlanningEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lewis Parras★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2023 (3 years)
Registration #
001301681
Postcode
2000
📞 (03) 8508 7800🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lucy Claxton★★★★★ 4.9 (393 reviews)

FUTURE GROUP FINANCIAL SERVICES PTY LTD
Registered
📍 Suite 4:02/175 Pitt St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001297610
Postcode
2000
📞 1300 658 422🌐 Website
Accredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife Insurance
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Matteo Valentini★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298420
Postcode
2000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001303349
Postcode
2000
📞 (02) 9775 2600🌐 Website
Bachelor of Business (Accounting and Finance)Core 1Margin Lending AccreditationGraduate Diploma in Financial Planning
SecuritiesGovernment Debentures
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Peter Nevill★★★★★ 5 (10 reviews)

VIOLA PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 57/25 Martin Pl, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001302587
Postcode
2000
📞 0466 986 396🌐 Website
Bachelor of Management (Marketing & Commercial Law majors)Graduate Diploma Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ratu Jone Navitalai Ravetali★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001299359
Postcode
2000
🌐 Website
Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningAccredited Aged Care ProfessionalLimited Recourse Borrowing Arrangements
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ratu Jone Navitalai Ravetali★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001299359
Postcode
2000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2023 (3 years)
Registration #
001301596
Postcode
2000
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sophie Dunn★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001299464
Postcode
2000
📞 (07) 0000 0036🌐 Website
Graduate Diploma for Financial Planning
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Thomas David Beecheno★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301201
Postcode
2000
📞 1300 650 873🌐 Website
LAW101 Law, Business & SocietyACCY228 Taxation for Financial PlannersBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Brian Lea★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2023 (3 years)
Registration #
001306165
Postcode
2000
📞 (02) 9518 6868🌐 Website
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tom Oryl★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001288242
Postcode
2000
📞 (02) 8651 3400🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2023 (3 years)
Registration #
001299295
Postcode
2000
📞 0401 687 842
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.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2023 (3 years)
Registration #
001305122
Postcode
2000
📞 (02) 9363 2900🌐 Website
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★★★★★ 5 (8 reviews)

DAVID W LEE & ASSOCIATES PTY LTD
Registered
📍 Level 16/115 Pitt St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001298746
Postcode
2000
📞 (02) 9223 2100🌐 Website
Graduate Diploma of Financial PlanningChartered Financial Analyst Institute (CFA Institute)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Richard Gauci

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001300960
Postcode
2000
📞 1300 663 334🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds Course (FPE016)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Aishwarya Milind Joshi

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2024 (2 years)
Registration #
001299055
Postcode
2000
📞 (02) 6249 1555
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation courseSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Anthony Peter Mcinnes

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001297660
Postcode
2000
📞 (02) 8036 6490🌐 Website
Bachelor of Commerce (Economics)Bachelor of Science (Physics)Master of Applied FinanceAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brandon Hyunwoo Jeon★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2024 (2 years)
Registration #
001307328
Postcode
2000
📞 (03) 9587 9747🌐 Website
Bachelor of Economics in Economics and FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Caleb Daniel Smith★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001302250
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of Business AdministrationMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Callum Bryant★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001308282
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Finance)Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Chloe Elizabeth Franks

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2024 (2 years)
Registration #
001306154
Postcode
2000
📞 0414 971 806🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Commerce (Financial Planning)SMSF Regulations and Taxation Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Claire Deanna Tamine★★★★★ 5 (234 reviews)

STRATEGIC ADVICE AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Shop 1/2 Black Lion Pl, Kensington NSW 2033
Experience
Since 2024 (2 years)
Registration #
001297392
Postcode
2000
📞 (02) 9389 1859🌐 Website
Graduate Diploma of Financial PlanningCommercial LawFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clarissa Helen Tai★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001311311
Postcode
2000
📞 (03) 8651 2600🌐 Website
Graduate Diploma in Financial PlanningCertified Financial PlannerSMSF Specialist Advisor ProgramMaster of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Corbin Arthur Edgar★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001304412
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Daniel James O'Connell★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304429
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceMaster of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel James O'Connell★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304429
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceMaster of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Cowdroy

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2024 (2 years)
Registration #
001305377
Postcode
2000
📞 1800 062 134🌐 Website
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Harry Jason King

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310097
Postcode
2000
📞 1800 062 134🌐 Website
Graduate Diploma in Financial PlanningAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Harry Soward★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001307281
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Business and CommerceMaster of FinanceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Hayden Wong★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304205
Postcode
2000
📞 1300 309 618🌐 Website
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.
RegisteredTax Advice ✓
📍 30-36 Bay St, Double Bay NSW 2028
Experience
Since 2024 (2 years)
Registration #
001299427
Postcode
2000
📞 (02) 9363 2900🌐 Website
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
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Jeremy Ferrer★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001308271
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma in Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Jessy Wang

CLIMB WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310570
Postcode
2000
📞 (02) 8238 0800🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Denes Fredkin★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001303718
Postcode
2000
🌐 Website
Graduate Diploma of Financial PlanningBorrowingMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Denes Fredkin★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001303718
Postcode
2000
📞 (03) 9292 0101🌐 Website
Graduate Diploma of Financial PlanningBorrowingMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kaye Zhuqing Zhang★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2024 (2 years)
Registration #
001309120
Postcode
2000
📞 0401 687 842
Bachelor of CommerceMaster of Financial ManagementGraduate Diploma in Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kieren O'Keefe★★★★★ 5 (6 reviews)

IA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001307838
Postcode
2000
📞 (02) 7227 8802🌐 Website
Bachelor of Commerce FinanceFinancial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kurt Matthew Pepper

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2024 (2 years)
Registration #
001305802
Postcode
2060
📞 1800 062 134🌐 Website
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Liam Cameron Thomas

FOCUS PARTNERS WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2024 (2 years)
Registration #
001298781
Postcode
2000
📞 (07) 5555 5400🌐 Website
Bachelor of Commerce
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Lucy Pentelow★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304206
Postcode
2000
📞 1300 309 618🌐 Website
FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Magdeline Baramilis★★★★★ 5 (3 reviews)

R&S WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Suite 305 , Level 3/50 Clarence St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001304349
Postcode
2000
📞 (02) 9241 5906🌐 Website
Master of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matteo Pattaro★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001309558
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Meaghan Wylie★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310375
Postcode
2000
📞 (07) 0000 0036🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Melanie Caitlyn David★★★★★ 4.8 (18 reviews)

E.F.D.B. PTY LIMITED
RegisteredTax Advice ✓
📍 level 6/7 Macquarie Pl, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001309240
Postcode
2000
📞 (02) 9223 0911🌐 Website
Master of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Milad Ahmadzai★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306180
Postcode
2000
📞 (02) 9188 2903🌐 Website
Bachelor of CommerceMargin Lending Accreditation ProgramAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mohammad Ali Haidari★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2024 (2 years)
Registration #
001310195
Postcode
2000
📞 (02) 9518 6868🌐 Website
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
RegisteredTax Advice ✓
📍 2/185 Gloucester St, The Rocks NSW 2000
Experience
Since 2024 (2 years)
Registration #
001305853
Postcode
2000
📞 1300 885 025🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Oscar Chaves Neto★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Parker Silk

CLIMB WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/447 Kent St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310234
Postcode
2000
📞 (02) 8238 0800🌐 Website
Diploma of Financial PlanningBachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick Di Giannantonio★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304207
Postcode
2000
📞 1300 309 618🌐 Website
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.
RegisteredTax Advice ✓
📍 Level 11/65 York St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306277
Postcode
2000
📞 (02) 8215 1560🌐 Website
Bachelor of BusinessGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Praneeth Chindanur★★★★★ 5 (1 reviews)

MASU FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 suite 1302 level 13/109 Pitt St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001300830
Postcode
2000
📞 (02) 8297 6666🌐 Website
Bachelor of Business Management (Finance)Master of Banking and FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Priyanka Kumar★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2024 (2 years)
Registration #
001307246
Postcode
2000
📞 (02) 9518 6868🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001307587
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of CommerceSMSF Specialist AdviserCFP Certification ProgramMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Reece Dolan★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2024 (2 years)
Registration #
001306057
Postcode
2000
📞 (02) 9518 6868🌐 Website
Graduate Diploma Financial PlanningAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simone Genevieve D'Souza★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001274983
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001303355
Postcode
2000
📞 (03) 9292 0101🌐 Website
Bachelor of Commerce major in FinanceDiploma of Financial Planning FNS50615Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tamara Bellucci★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001301809
Postcode
2000
📞 (02) 8262 4000🌐 Website
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
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Tansyn Press-Andrew★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304013
Postcode
2000
📞 13 22 65🌐 Website
Bachelor of Business (Management)Graduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Thomas Sturmann★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2024 (2 years)
Registration #
001305233
Postcode
2000
📞 (02) 9518 6868🌐 Website
Grad Dip Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ajay Abraham★★★★ 4 (43 reviews)

AON RISK SERVICES AUSTRALIA LIMITED
Registered
📍 Level 33/201 Kent St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310465
Postcode
2000
📞 (02) 9253 7000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2025 (1 years)
Registration #
001311145
Postcode
2000
📞 (08) 6315 2700🌐 Website
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★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001309076
Postcode
2000
📞 1300 306 900🌐 Website
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
RegisteredTax Advice ✓
📍 Suite 4003/128 Bundall Rd, Bundall QLD 4217
Experience
Since 2025 (1 years)
Registration #
001306480
Postcode
2000
📞 (07) 5555 5400🌐 Website
Bachelor of Arts (Economics)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Anton Joseph Clasquin★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311223
Postcode
2000
📞 1300 650 873🌐 Website
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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2025 (1 years)
Registration #
001310309
Postcode
2000
📞 (02) 9252 2000🌐 Website
Bachelor of Business (Financial Planning)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bianca Ehmann★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001312234
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brodie Harold★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001312878
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 276 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001312826
Postcode
2000
📞 (02) 9267 2322🌐 Website
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Caleb Millin★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313241
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Charlotte Vidler★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001313952
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelor of CommerceFinancial Planning and TaxationGraduate Certificate in Financial PlanningContemporary Business Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Cabrol★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310110
Postcode
2000
📞 1300 737 526🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310647
Postcode
2000
📞 (02) 8365 8300🌐 Website
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★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001314676
Postcode
2000
📞 (07) 3212 1333🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Joshua White★★★★★ 4.6 (9 reviews)

NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 level 22/2 Market St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001309041
Postcode
2000
📞 (02) 9251 4600🌐 Website
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
RegisteredTax Advice ✓
📍 MLC Centre, Level 23.02/19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313976
Postcode
2000
📞 (02) 8016 3200🌐 Website
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David William O'Brien★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001312865
Postcode
2000
📞 (02) 8262 4000🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001311050
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of BusinessBachelor of LawsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Gavin Stuart Kidd

KEMOSABE CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 9/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310488
Postcode
2001
📞 (02) 8042 9699🌐 Website
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★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311480
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Donohoe★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311111
Postcode
2000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (2 reviews)

BLUEWATER FINANCIAL ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311412
Postcode
2000
📞 1300 799 101🌐 Website
Margin Lending Geared InvestmentsPrinciples of SMSFAustralian Taxation & Commercial LawPlanning Ethics & Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Ng★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313683
Postcode
2000
📞 (02) 9775 2600🌐 Website
Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Josef Jindra★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001313163
Postcode
2000
📞 1300 847 434🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph Losurdo★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2025 (1 years)
Registration #
001311137
Postcode
2000
📞 (02) 9518 6868🌐 Website
Bachelor of economics major in financeGraduate diploma of financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Lam★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001313323
Postcode
2000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001308290
Postcode
2000
📞 (02) 9904 2792🌐 Website
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★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001312477
Postcode
2000
📞 (02) 8280 5000🌐 Website
Bachelor of AccountingGraduate Diploma of Financial Planning
SuperannuationLife Insurance
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Kiarna Rosandic★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310563
Postcode
2000
📞 (07) 0000 0036🌐 Website
Graduate Diploma of Financial PlanningSMSF Regulation & TaxationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Konstantine Zahar★★★★★ 5 (9 reviews)

CENTURION ADVISORS AFSL PTY LTD
RegisteredTax Advice ✓
📍 Suite 3, Level 29/85 Castlereagh St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311417
Postcode
2000
📞 (02) 8999 3383🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001317628
Postcode
2000
📞 (02) 9178 0700🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Lachlan Sandor★★★★ 3.8 (72 reviews)

AXIIS CAPITAL PTY LTD
Registered
📍 Level 13/73 Miller St, North Sydney NSW 2060
Experience
Since 2025 (1 years)
Registration #
001310489
Postcode
2000
📞 (02) 9965 5830🌐 Website
Bachelor of Business (Banking and Finance)Bachelor of Business (Economics and Business Strategy)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lauren Enfield★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2025 (1 years)
Registration #
001306097
Postcode
2000
📞 0450 737 737🌐 Website
Diploma of Financial Services (Financial Planning FNB50802)Advance Diploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Lorian Stacey Munitz★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313157
Postcode
2000
📞 (02) 9775 2600🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311831
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Mate Kurtin

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311659
Postcode
2000
📞 1800 738 473🌐 Website
Graduate Diploma in Global Wealth ManagementFPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Meghna Rajesh Kamani★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001312231
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Mitchell Stephen Wilson★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Experience
Since 2025 (1 years)
Registration #
001310146
Postcode
2000
📞 (02) 9518 6868🌐 Website
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramMargin Lending SpecialistSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathan Leake★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001313424
Postcode
2000
📞 (03) 9292 0101🌐 Website
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
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Nicole Hibel★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
Registered
📍 Level 6/95 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310194
Postcode
2000
📞 (02) 9888 4764🌐 Website
Bachelor of BusinessGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ogaga Oruaro Edafe

THORNTON & LEE PTY LTD
RegisteredTax Advice ✓
📍 Level 10/580 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001316457
Postcode
2000
📞 (02) 8076 6036🌐 Website
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
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Pascal Tanguy★★★★★ 5 (1 reviews)

BELAY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 L10/35 Clarence St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310496
Postcode
2000
📞 1300 235 291🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robbie Calum Christie★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001311357
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Sasha Fay Balding★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311427
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessMaster of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Silje Reiten★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313510
Postcode
2000
📞 (02) 9146 8900🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Hayes★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310293
Postcode
2000
📞 1800 501 204🌐 Website
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Thomas William Michael Burston★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001314684
Postcode
2000
📞 (03) 9906 5000🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Timothy Scott Moore★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001312877
Postcode
2000
📞 (03) 9256 8700🌐 Website
Bachelor of Economics (Finance / Agricultural Economics)Margin Lending AccreditationSuperannuation AccreditationAccredited Derivatives Adviser
SecuritiesDerivativesGovernment Debentures
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Tony Azzi★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313682
Postcode
2000
📞 (02) 9775 2600🌐 Website
Bachelor of Agricultural Economics (Agricultural Economics and Finance)Core 1Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Tony Leigh★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313605
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce
SuperannuationSecuritiesGovernment Debentures
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Trent Viet Dang★★★★★ 5 (6 reviews)

IA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 45/680 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313601
Postcode
2000
📞 (02) 7227 8802🌐 Website
Bachelor of Business AdministrationGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yue Leng★★★★★ 5 (10 reviews)

ESENCIA WEALTH PARTNERS PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 21.02, Level 21, Governor Phillip Tower, One, Farrer Pl, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310666
Postcode
2000
📞 (02) 9188 2903🌐 Website
Master of EducationDiploma of Financial PlanningGraduate Diploma Of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zoe Bastian★★★★★ 5 (54 reviews)

IMFG PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/171 Clarence St, Sydney NSW 2001
Experience
Since 2025 (1 years)
Registration #
001309834
Postcode
2000
📞 (02) 9002 0570🌐 Website
Graduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Thompson★★★★★ 5 (10 reviews)

VIOLA PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 57/25 Martin Pl, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001317512
Postcode
2000
📞 0466 986 396🌐 Website
Business AdministrationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anna Sobur★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001316014
Postcode
2000
📞 (02) 8263 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/14 Martin Pl, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001314634
Postcode
2000
📞 (02) 9230 9600🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Finn Vercoe★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001317370
Postcode
2000
📞 1300 309 618🌐 Website
Bachelor of BusinessFPC001BFPC006Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Huyen Ho★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001312969
Postcode
2000
📞 1300 847 434🌐 Website
Bachelor of BusinessMaster of Commerce (Finance and Banking)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Gammidge★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Not RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001316684
Postcode
2000
📞 (07) 0000 0036🌐 Website
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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James Monro Dargaville★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001307988
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of Engineering (Civil Engineering)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lola Krakouer★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Not RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001318137
Postcode
2000
📞 (02) 8232 3333🌐 Website
Master of FinanceGraduate Diploma of Financial PlanningFPE010 Aged CareFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Bryson★★★★ 3.9 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
RegisteredTax Advice ✓
📍 Level 29/66 Goulburn St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001316015
Postcode
2000
📞 (02) 8263 4000🌐 Website
Bachelor Of CommerceGraduate Diploma In Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Cylkowski★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001313053
Postcode
2000
📞 1800 331 685🌐 Website
Bachelor of Commerce (Finance and Financial Planning)Ethics and professionalism in financial advice
SuperannuationLife InsuranceLife Investment
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Olivia Sheppard★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Not Registered
📍 Level 11/68 Pitt St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001316421
Postcode
2000
📞 (02) 9146 8900🌐 Website
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Hasrouny★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001314731
Postcode
2000
📞 1300 847 434🌐 Website
Diploma of AccountingDebt StrategiesGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Xi Wu★★★★★ 5 (2 reviews)

ECON FINANCIAL SERVICES PTY LTD
Registered
📍 level 38/2 Park St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001316591
Postcode
2000
📞 (02) 9266 2266🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Agnes Euguinia★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
Not RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Registration #
001319708
Postcode
2000
📞 (02) 9518 6868🌐 Website
Applied Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ajay Elangovan★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
Not RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Registration #
001319709
Postcode
2000
📞 (02) 9518 6868🌐 Website
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Leigh Langham★★★★★ 4.8 (6 reviews)

HLB MANN JUDD WEALTH MANAGEMENT (NSW) PTY LIMITED
Not RegisteredTax Advice ✓
📍 Level 5/10 Shelley St, Sydney NSW 2000
Registration #
001319165
Postcode
2000
📞 (02) 9020 4000🌐 Website
Graduate Diploma of Financial Planning
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Angela Maree Reade★★★★★ 4.9 (15 reviews)

PROFILE FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/100 George St, Parramatta NSW 2150
Registration #
001306811
Postcode
2000
📞 (02) 9683 6422🌐 Website
Tax and commercial law for financial planningEthics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Archer John David Gunning★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Registration #
001316670
Postcode
2000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessRG146Financial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ari Prasetio

ADVICEIQ PARTNERS PTY LTD
Not RegisteredTax Advice ✓
📍 175 Eagle St, Spring Hill QLD 4000
Registration #
001319607
Postcode
2000
📞 (07) 3164 7938🌐 Website
Master of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Banjo Travers★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001310245
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Ben De'Boer Lloyd★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001319815
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Economic and Social StudiesGraduate Diploma in LawGraduate Diploma in Legal PracticeGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Benjamin William Tavner★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Not Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #
001319740
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Accounting)Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Brittney Rose Brockhurst★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Registration #
001309345
Postcode
2000
📞 (02) 8651 3400🌐 Website
BACHELOR OF BUSINESSGRADUATE DIPLOMA OF FINANCIAL PLANNING
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carmela Kyle★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Not RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Registration #
001295405
Postcode
2000
📞 (02) 9238 1238🌐 Website
Masters of Financial Planning
SuperannuationSecuritiesRSA Products
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Charis Wee Tepoot

WALKER LANE PTY LTD
Not RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Registration #
001320242
Postcode
2000
📞 (02) 9135 2935🌐 Website
Master of Financial Planning
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Daniel James Shelton★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
Not RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Registration #
001318553
Postcode
2000
📞 1300 974 947🌐 Website
Bachelor of Business (Finance/Financial Planning)
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Diksha Gusain★★★★★ 5 (1 reviews)

ADVICE & WEALTH PARTNERS PTY LTD
Not Registered
📍 Marton House Executive Suites, Unit 5/142 Union St, The Junction NSW 2291
Registration #
001319450
Postcode
2000
📞 (02) 4023 5040🌐 Website
Master of Commerce (Finance & Data Analytics)Graduate Diploma Financial Planning
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Dominic Anthony Mullane★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001319699
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Dominic John Fisher

PLAYFAIRTAN PTY LTD
Not Registered
📍 BMA House, Suite 101/135 Macquarie St, Sydney NSW 2000
Registration #
001317396
Postcode
2000
📞 (02) 8239 3390🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Emma Laubi★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Not RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Registration #
001318043
Postcode
2000
📞 (02) 8232 3333🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationT2PADP Tier 2 Personal Advice Deposit Products
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Georgia Kate Frizelle★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Not RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Registration #
001317404
Postcode
2000
📞 (02) 8232 3333🌐 Website
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
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Grace Hubbard★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001318532
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Harry Joseph Marsh★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
Not RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Registration #
001316968
Postcode
2000
📞 (02) 9518 6868🌐 Website
Bachelor of Arts and BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hunta Aiden Brider★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
Not RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Registration #
001319225
Postcode
2000
📞 (02) 9248 0422🌐 Website
Bachelor of Business (Financial Planning) (DBRF)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian Angus Finley Maciver★★★★★ 5 (34 reviews)

ALLIED ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000
Registration #
001315143
Postcode
2000
📞 (02) 9062 3230🌐 Website
Bachelor of ArtsBachelor of LawsGraduate Diploma of Financial PlanningMasters of Applied Finance
SuperannuationSecuritiesGovernment DebenturesRSA Products
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James Gabriel Brandon Purkiss★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
Not RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Registration #
001319707
Postcode
2000
📞 (02) 9518 6868🌐 Website
$CRDT Bachelor of Business Leadership and CommerceGraduate Diploma, Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Mccorquodale★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Registration #
001317118
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of Business Leadership and CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jarrod Louis Walter

CONSULTUM FINANCIAL ADVISERS PTY LTD
Not RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Registration #
001313735
Postcode
2000
📞 1800 062 134🌐 Website
Bachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Jeremy Anton Walther

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Not RegisteredTax Advice ✓
📍 40 Lime Street, King Street Wharf, Sydney NSW 2000
Registration #
001316627
Postcode
2000
📞 (02) 9279 7600🌐 Website
Bachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Haslam★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001318316
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Joshua Smyth

POOLEDFUNDS PTY LTD
Not RegisteredTax Advice ✓
📍 Level 13/55 Clarence St, Sydney NSW 2000
Registration #
001319421
Postcode
2000
📞 (02) 9905 9001🌐 Website
Bachelor of Commerce | Major in FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lan Hoang Le

CONSILIUM ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 10/122 Arthur St, North Sydney NSW 2060
Registration #
001319931
Postcode
2000
📞 (02) 9460 1185
Master of Commerce (Accounting & Finance)Graduate Diploma of Financial Planning
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Larry Gui Xiang Chi★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #
001314750
Postcode
2000
📞 1300 732 266🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner (CFP)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Larson Hoffman★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001316967
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Check ASIC Register ↗
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Lauren Marie Clifton

FORTNUM PRIVATE WEALTH LTD
Not Registered
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Registration #
001311046
Postcode
2000
📞 (02) 9904 2792🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Luke James Waller★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001314070
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Check ASIC Register ↗
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Madeleine Rose Owens★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
Not RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Registration #
001310284
Postcode
2000
📞 1800 501 204🌐 Website
Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Manas Sarda★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
Not Registered
📍 Level 14/1 York St, Sydney NSW 2000
Registration #
001315416
Postcode
2000
📞 (02) 9231 2133🌐 Website
Graduate Diploma of Financial Planning
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Marta Celia Mandic★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
Not RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Registration #
001317153
Postcode
2000
📞 (02) 9328 0876🌐 Website
FPC002B Ethics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew John King★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001307624
Postcode
2000
📞 (03) 9906 5000🌐 Website
Bachelor of Finance (Capital Markets)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Mikala Bristow★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Registration #
001311558
Postcode
2000
📞 (02) 9231 2133🌐 Website
Bachelor of Commerce (Financial Planning major)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathaniel Patrick Earl★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001310467
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of Engineering (Honours)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Nicholas Charles Weiss

FORTNUM PRIVATE WEALTH LTD
Not Registered
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Registration #
001310982
Postcode
2000
📞 (02) 9904 2792🌐 Website
Graduate Diploma in Applied Finance & InvestmentsGraduate Diploma of Financial PlanningFPC002B-Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Oscar Linden-Smith★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Not Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Registration #
001316186
Postcode
2000
📞 (03) 9256 8700🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment Debentures
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Paula Tahititia Garay Torres★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Not Registered
📍 330 Collins St, Melbourne VIC 3000
Registration #
001310910
Postcode
2000
📞 13 22 65🌐 Website
Master of Business in FinanceGraduate Diploma of Financial Planning
Foreign Exchange
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Phuong Thao Le★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
Not RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Registration #
001319706
Postcode
2000
📞 (02) 9518 6868🌐 Website
Bachelor of CommerceGraduate Diploma, Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Qi Bian

RENAISSANCE WEALTH ADVISORS PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 3, Level 13/56 Pitt St, Sydney NSW 2000
Registration #
001318616
Postcode
2000
📞 (02) 9222 9555🌐 Website
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 RegisteredTax Advice ✓
📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
Registration #
001318337
Postcode
2000
📞 (03) 9017 3190🌐 Website
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★★★★★ 5 (2 reviews)

CRYSTAL WEALTH PARTNERS LTD
Not Registered
📍 Level 8/65 York St, Sydney NSW 2000
Registration #
001317978
Postcode
2000
📞 (02) 7208 7822🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
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Ryan Stewart★★★★★ 5 (69 reviews)

MONTARA SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 309, suite 1 level 6/315 George St, Sydney NSW 2000
Registration #
001317360
Postcode
2000
📞 (02) 8330 3733🌐 Website
CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Rheinberger Smith★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001313188
Postcode
2000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Samantha O'Connor★★★★★ 5 (1 reviews)

PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
Not Registered
📍 Level 6/95 Pitt St, Sydney NSW 2000
Registration #
001317124
Postcode
2000
📞 (02) 9888 4764🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shanii Horder★★★ 3 (2 reviews)

LORICA PARTNERS PTY LIMITED
Not RegisteredTax Advice ✓
📍 Level 11/68 Pitt St, Sydney NSW 2000
Registration #
001319073
Postcode
2000
📞 (02) 9146 8900🌐 Website
Financial PlanningFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Simon Street★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Registration #
001319157
Postcode
2000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceBachelor of Information TechnologyGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sophie Lee-Anne Durkin★★★★ 3.9 (343 reviews)

FISH TACOS PTY LTD
Not RegisteredTax Advice ✓
📍 1 Dalgal Wy, Forest Lodge NSW 2037
Registration #
001317738
Postcode
2000
📞 (02) 9518 6868🌐 Website
Bachelor of Commerce, Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Blair James Currie★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
Not RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Registration #
001319606
Postcode
2000
📞 (02) 9252 2000🌐 Website
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 RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Registration #
001316569
Postcode
2000
📞 0414 971 806🌐 Website
Bachelor of Business (Financial Planning)
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Vasilios Petros Leodaritsis★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Not Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #
001317634
Postcode
2000
📞 (07) 3334 4888🌐 Website
Bachelor of Applied FinanceGraduate Diploma Financial Planning
SuperannuationSecuritiesGovernment Debentures
Check ASIC Register ↗
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Victoria Jane Smith★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Not RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Registration #
001317405
Postcode
2000
📞 (02) 8232 3333🌐 Website
Graduate Diploma of Financial PlanningT2PADP Tier 2 Personal Advice Deposit Products
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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William Ratcliffe★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Registration #
001309363
Postcode
2000
📞 (02) 8651 3400🌐 Website
BACHELOR OF COMMERCEGRADUATE DIPLOMA OF FINANCIAL PLANNING
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yamato Fenelon★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001318387
Postcode
2000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
Check ASIC Register ↗
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Zachiary Lorschy★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Not Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Registration #
001316185
Postcode
2000
📞 (03) 9256 8700🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment Debentures
Check ASIC Register ↗
Is this you? Claim this listing →

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Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Sydney, New South Wales appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.

What's the difference between a financial adviser and a financial planner?

In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.

Are initial consultations with financial advisers free?

Most financial advisers in Sydney, New South Wales offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.

What should I bring to a first meeting with a financial adviser?

Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.

Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.
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