42 verified financial advisers

Financial Advisers in Wagga Wagga, NSW

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

Showing 42 results

Gwendolen Jane Fellows

EMR SERVICES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000311025
Postcode
2650
Bachelor of Arts in ManagementCertified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip Clancy

ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001000329
Postcode
2650
Bachelor of Business(Business Mangement/Marketing) with DistinctionDiploma of Financial PlanningCertified Financial PlannerEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rowan Charles Wadley

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000235707
Postcode
2650
Certified Financial PlannerApplied Self Managed Super Fund AdviceMargin LendingAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Rudd

ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001000330
Postcode
2650
Bachelor of Business (Business Management)Certified Financial PlannerDiploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Clive Alistair Mclaren

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
001004466
Postcode
2650
Bachelor ofBusiness (Banking)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Marie Lynette Suthern

EMR SERVICES PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000310991
Postcode
2650
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sharon Lee Ferguson

BUSH & CAMPBELL WEALTH PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000245927
Postcode
2650
Diploma of Financial PlanningSMSFSecuritiesAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Craig Tucker

EMR SERVICES PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000249767
Postcode
2650
Bachelor of Business (Accounting)Certified Practising AccountantFinancial Plan Construction & Review (DFP8)Securities Industry Laws and Ethics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gavin Michael Lamb

NAVIGATE LICENCE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000446490
Postcode
2650
Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lindsay John Garnock

BOYCE PRIVATE WEALTH PTY LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
000328855
Postcode
2650
Diploma of Financial AdvisingCFP Education ProgramEthics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Molloy

SGN FINANCIAL PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000232173
Postcode
2650
Bachelor of Business (Accountancy)CPA ProgramMargin Lending and Geared InvestmentsDerivatives
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Ann Chalker

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000313439
Postcode
2650
Bachelor of Business (Business Management and Human Resource Management)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Anthony Cooper

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001003669
Postcode
2650
DiplomaEthics and Professionalism in Financial PlanningTax For Financial AdvisingCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jannette Moseley

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2004 (22 years)
Registration #
000278001
Postcode
2650
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist Pathway Program928S Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amy Kathleen Glanvill

SGN FINANCIAL PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000312925
Postcode
2650
Bachelor Of BusinessDiploma Of Financial Services (Financial Planning)SMSF Association Specialist Advisor ProgramAccredited Listed Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ann Louise Thompson

BUSH & CAMPBELL WEALTH PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000307668
Postcode
2650
Diploma of Financial Services (Financial PlanningSMSFASX Listed Products Accredited CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Hastie

NAVIGATE LICENCE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000327870
Postcode
2650
Advanced Diploma of Financial Services(Financial Planning)Advice in Margin LendingPost Graduate Certificate in Financial PlanningCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tracey Doreen Nuttall

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000376229
Postcode
2650
Margin LendingAccredited Listed Product Adviser ProgramMaster of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graham Cotter

BOYCE PRIVATE WEALTH PTY LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000409920
Postcode
2650
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Kamal Tadros

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000424856
Postcode
2650
Graduate Diploma of Business (Finance)Diploma of Financial Services (Financial Planning)ASX Accredited Listed Product Adviser ProgramSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashley Elsley

BUSH & CAMPBELL WEALTH PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001008140
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCommercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Campbell Munro Knox

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2013 (13 years)
Registration #
000303067
Postcode
2650
Bachelor of Business (Business Management)Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kenneth Young

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001003673
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningLAW545 Taxation StrategiesMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leonie Asani

ORACLE ADVISORY GROUP PTY. LTD.
Registered
Experience
Since 2014 (12 years)
Registration #
000469427
Postcode
2650
Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emily Butt

NAVIGATE LICENCE PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000472003
Postcode
2650
Bachelor of Business (Accounting and Financial Planning)Margin LendingDiploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kiri Anne Taupo

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001234976
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPE020 SMSF Regulation and TaxationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kiri Anne Taupo

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001234976
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPE020 SMSF Regulation and TaxationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Phillip Morrison

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001239966
Postcode
2650
Bachelor of Business (Accounting)CPA ProgramRG146Ethics and Professionalism in Financial Advice (FPC002B)
SuperannuationLife InsuranceLife Investment
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Daniel Robert Uden

MERIT WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001248096
Postcode
2650
Bachelor of Business (Accounting)Chartered Accountant (CA)Professional Certificate in Self-ManagedFPC001B Economic and Legal Context for Financial Planning
Superannuation
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Mark Henderson

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001247017
Postcode
2650
Bachelor of Science in CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Applied Finance Attained major in Investment Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zachary John Morden-Jones

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001247412
Postcode
2650
Bachelor Finance (Banking and Financial Planning)Advanced Diploma of Financial Planning FNS60415FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Justin Samuel Rynehart

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270146
Postcode
2650
Bachelor of Business (Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke William Farrugia

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001262696
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Luke William Farrugia

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001262696
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sean Anthony Walsh

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270654
Postcode
2650
Bachelor of AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Teisha Butt

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001261751
Postcode
2650
Bachelor of Business (Finance/Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Patrick Chipp

EMR SERVICES PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001287574
Postcode
2650
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam James Cameron

BOYCE PRIVATE WEALTH PTY LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001301539
Postcode
2650
Diploma of Financial PlanningAdvanced Diploma of Financial Planning" Graduate Diploma of Financial Planning"FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Anne O'Keeffe

NAVIGATE LICENCE PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001297569
Postcode
2650
Diploma of Finance & Mortgage BrokingDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonah Allen

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001305055
Postcode
2650
Bachelor of Business (Finance/Financial Planning)Ethics and Professionalism in Financial AdviceSelf Managed Superanuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell George Cawley

NAVIGATE LICENCE PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001313938
Postcode
2650
Bachelor of Business (Finance/Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Alexander King

EMR SERVICES PTY LTD
Not Registered
Registration #
001317341
Postcode
2650
Bachelor of CommerceCFA ProgramGraduate Diploma of Financial PlanningChartered Financial Analyst Institute (CFA Institute)
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.