7 verified financial advisers

Financial Advisers in Taree, NSW

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

Showing 7 results

Warren Fischer

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 1993 (33 years)
Registration #
000263932
Postcode
2430
Associate Diploma of Business (Accounting)Diploma of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Susan Joy Baker

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000242862
Postcode
2430
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Provide advice in Margin LendingSMSF Knowledge
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jason Paul Lukjanenko

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000292639
Postcode
2430
Diploma of Financial Services (Financial Planning)Bachelor of BusinessCertificate IV in Financial Services (Mortgage Broking)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Arron Russell

WEALTH TODAY PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000311283
Postcode
2430
Bachelor of BusinessBachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kristin Louise Main

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000423689
Postcode
2430
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jonathan Fischer

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000459181
Postcode
2430
Bachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)Margin LendingTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Rhonda Annette Futterleib

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001252692
Postcode
2430
Bachelor of EconomicsChartered AccountantDiploma in Financial PlanningSelf Managed Superannuation Funds Statement of Attainment
SuperannuationLife InsuranceLife Investment
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →
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.