2 verified financial advisers

Financial Advisers in Vaucluse, NSW

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

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Alan Harold Klein

POLITIS INVESTMENT STRATEGIES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000249778

Postcode

2030

Advanced Diploma of Financial Services (FinancialPlanning) FNS 60404Certified Financial Planner 4Certificate IV Finance and Mortgage Broking FNS40811Self Managed Superannuation Funds

SuperannuationLife InsuranceLife Investment

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Amanda Gail Levine

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000334411

Postcode

2030

Bachelor of CommerceBachelor of Laws (Hons)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

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.