4 verified financial advisers

Financial Advisers in The Rocks, NSW

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

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David Mudie Long★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED

Registered

📍 Level 18/225 George St, Sydney NSW 2000

Experience

Since 1987 (39 years)

Registration #

001003143

Postcode

2000

📞 (02) 8216 6300 🌐 Website

Bachelor of Financial AdministrationGraduate Diploma of Applied Finance and InvestmentCertified Practising AccountantMargin Lending Accreditation

SuperannuationSecuritiesGovernment Debentures

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Lionel Francis Rodrigues★★★★ 4 (1 reviews)

IFM (SECURITIES) PTY LTD

RegisteredTax Advice ✓

📍 Grosvenor Place, Level 20/225 George St, Sydney NSW 2000

Experience

Since 1998 (28 years)

Registration #

000230280

Postcode

2000

📞 (02) 8076 5200 🌐 Website

Bachelor of Business (Banking and Finance)Diploma of Financial PlanningMaster of Financial PlanningMaster of Laws

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hilton Woolf★★★★ 4 (1 reviews)

IFM (SECURITIES) PTY LTD

RegisteredTax Advice ✓

📍 Grosvenor Place, Level 20/225 George St, Sydney NSW 2000

Experience

Since 1999 (27 years)

Registration #

000250062

Postcode

2000

📞 (02) 8076 5200 🌐 Website

Batchelor of Accounting ScienceCertified Financial PlannerDiploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gilbert Low★★★★ 4 (1 reviews)

IFM (SECURITIES) PTY LTD

RegisteredTax Advice ✓

📍 Grosvenor Place, Level 20/225 George St, Sydney NSW 2000

Experience

Since 2010 (16 years)

Registration #

000343891

Postcode

2000

📞 (02) 8076 5200 🌐 Website

Bachelor of AccountingDiploma of Financial PlanningEthics & Professionalism in Financial ServicesChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nearby Financial Advisers

Millers Point, NSW 6 listings · 400m Barangaroo, NSW 18 listings · 600m Sydney, NSW 1762 listings · 1km Milsons Point, NSW 8 listings · 2km Woolloomooloo, NSW 3 listings · 2km Pyrmont, NSW 3 listings · 2km

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.