37 verified financial advisers

Financial Advisers in Tamworth, NSW

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

Showing 37 results

Stephen Anthony Maher

MAHER SECURITIES PTY LTD
Registered
Experience
Since 1982 (44 years)
Registration #
000231314
Postcode
2340
Registered Tax AgentGraduate Diploma of Financial ManagementMasters Degree in Business AdministrationBachelor of Laws (Hons)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Geoffrey Damian Jarrett Da Roza

JARRETT DA ROZA FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1988 (38 years)
Registration #
001006278
Postcode
2340
Bachelor of Science in AgricultureMaster of Science in AgricultureCertified Financial PlannerFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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David James Newberry

DAVID J. NEWBERRY PTY LIMITED
Registered
Experience
Since 1989 (37 years)
Registration #
000254405
Postcode
2340
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kim Scott

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1991 (35 years)
Registration #
000231685
Postcode
2340
Bachelor of Financial AdministrationChartered Accountant (CA)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cameron Stewart

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 1992 (34 years)
Registration #
000288825
Postcode
2340
Certified Financial PlannerDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Richard Bowman

CATALPA PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
001005661
Postcode
2340
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Benham

MINCHIN MOORE PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000307492
Postcode
2340
Bachelor of Arts (Economics), Graduate Diploma in Business StudiesGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney Wark

FORSYTHS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001000947
Postcode
2340
Bachelor of Financial AdministrationDiploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kristy Morrison

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000235060
Postcode
2340
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nigel Adam Johnston

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000239436
Postcode
2340
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert James Wright

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000263537
Postcode
2340
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Douglas Mcmaster

CATALPA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000282122
Postcode
2340
Bachelor of Financial AdministrationCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney George Trustum

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000277980
Postcode
2340
Bachelor of Business (Accounting and Finance)Chartered Accountant (CA)Graduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julie Ann Sherwood

FORSYTHS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000335525
Postcode
2340
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning) FNS50804Financial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Ian Bruce Cameron

HUDSON GORE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000302599
Postcode
2340
BApp ScDiploma of Financial ServicesASX Listed Products Adviser
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Julie Adams

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000258456
Postcode
2340
Bachelor of EconomicsGraduate Diploma in Financial PlanningTier 2 Compliance SolutionEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Edward Fisher

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000472252
Postcode
2340
Bachelor of Financial AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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Justin Paul Baiocchi

BAIOCCHI GRIFFIN PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2007 (19 years)
Registration #
001000271
Postcode
2340
Bachelor of Business ScienceDiploma of Financial Services (Financial Planning)Chartered Financial AnalystMaster of Business Research
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Lee-Anne Judith Parker

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001002437
Postcode
2340
Diploma of Financial Planning FNS50804Margin LendingAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Ward

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001006096
Postcode
2340
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Ben Lockwood

FORSYTHS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000318369
Postcode
2340
Bachelor of Business (Finance)Masters of Professional AccountingAdvanced Diploma in Financial Services (Financial Planning)FCB002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Alison Jean Hamilton

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000330261
Postcode
2340
Bachelor of Financial AdministrationChartered AccountantDiploma of Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lucinda Maree Mulligan

MINCHIN MOORE PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001002606
Postcode
2340
Bachelor of AgribusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brian James Henry Smith

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000401611
Postcode
2340
Bachelor of Business (Agriculture Commerce)Diploma Financial Services (Financial Planning) FNS50804RG146 Securities & DerivativesAdvanced Diploma of Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fiona Shaw

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000323904
Postcode
2340
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Specialist SMSF CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Higgerson

BAIOCCHI GRIFFIN PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2012 (14 years)
Registration #
000424962
Postcode
2340
Bachelor of Business (Finance)Graduate Certificate of Financial PlanningCertified Financial PlannerSMSF Specialist Adviser
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Trent Balderston

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001004449
Postcode
2340
Bachelor of Business (Financial Management)Diploma of Financial PlanningFPA Aged Care SpecialistSuperConcepts SMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Marsh

PRINCIPLE FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001234448
Postcode
2340
Diploma of CommerceGraduate Certificate in Financial ServicesSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rachel Lee Donovan

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000468882
Postcode
2340
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Bruce Penman

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001234408
Postcode
2340
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lara Joanne Gill

FORSYTHS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001237858
Postcode
2340
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial PlanningSMSF Specialist Advisors
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Andrew James Beer

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272719
Postcode
2340
Bachelor of Business StudiesDiploma of Financial PlanningFPC006 Taxation for Financial PlanningFPC001B Economic and Legal context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Terrence Schuberth

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001297355
Postcode
2340
Bachelor of CommerceGraduate Diploma of Financial PlanningCertificate of Attainment RG146 Generic KnowledgeRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Crystal Mcgilvray

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306461
Postcode
2340
Diploma of Financial PlanningGraduate Diploma of Financial PlanningSuper Concepts Specialist SMSF CourseMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rebecca O'Neill

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306100
Postcode
2340
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kurt Resch

FORSYTHS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001314908
Postcode
2340
Bachelor of Business in ManagementBachelor of Business in Sports ManagementGraduate Diploma of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Josephine Claire Grady

AKUMIN FINANCIAL PLANNING PTY LIMITED
Not Registered
Registration #
001319032
Postcode
2340
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.