87 verified financial advisers

Financial Advisers in Wollongong, NSW

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

Showing 87 results

Dianne Jean Richardson

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 1982 (44 years)
Registration #
001001188
Postcode
2500
Accountancy CertificateCertified Practising AccountantCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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John Bernard Scott

DOMINION ADMIN SERVICES PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000263570
Postcode
2500
Diploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Frederick Jones

BLUEWATER FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 1992 (34 years)
Registration #
000244943
Postcode
2500
CFPDiploma of Financial PlanningSelf Managed Superannuation FundASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Douglas Paul Tarrant

LEVEL ONE FINANCIAL ADVISERS PTY LIMITED
Registered
Experience
Since 1994 (32 years)
Registration #
000336317
Postcode
2500
Diploma of Financial Services (Financial Planning)Certified Financial PlannerSMSF Specialist AdviserAccredited Estate Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alison Maree Henderson

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001001187
Postcode
2500
Bachelor of Commerce (Economics and Accounting)Master of Commerce (Economics)Certified Financial PlannerMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Danielle Maree Kelly

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001001189
Postcode
2500
Bachelor of Commerce (Accounting and Management)Certified Financial PlannerDiploma of Financial PlanningCertified Practising Accountant (Financial Planning Speciaiist
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Peter Edward Blackett

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1997 (29 years)
Registration #
000294176
Postcode
2500
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)CFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Timothy Richardson

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001001190
Postcode
2500
Bachelor of Commerce (Accounting and Finance)Master of Commerce (Finance)Graduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Daniel James Abela

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001001191
Postcode
2500
Bachelor of Commerce (Economics)Masters of Commerce (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Paul Harwood

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000263943
Postcode
2500
Bachelor of Commerce (Economics)Diploma of Financial PlanningCertificate in Applied Self Managed Super Fund AdviceMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Robert Sekulovski

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000344431
Postcode
2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Steven Mario Cartwright

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000259618
Postcode
2500
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningTASA and the TPB Code of Professional ConductEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Suzana Tripkovic

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000327482
Postcode
2500
Certificate IV in AccountingDiploma of Financial PlanningBachelor of Commerce (Finance)The Strategic Advice Steps for Aged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Concettino Peter Auditore

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001004876
Postcode
2500
Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Rick John Nicholson

FORTNUM ADVICE PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001003884
Postcode
2500
Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceEconomic and Legal Context for Financial PlanningSuperannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Brad Mottershead

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000309365
Postcode
2500
Diploma of Financial Planning (DFP1SMSF Adviser Education ProgramMargin Lending CertificationASX Accredited Listed Products Adviser Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Daniel James Hawke

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000242812
Postcode
2500
Foundation Diploma Financial Planning (DFP 1-6)Certified Financial Planner (CFP)Master of Financial PlanningRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Alan Caldwell

BLACK & WHITE FINANCIAL SOLUTIONS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000295171
Postcode
2500
Bachelor of CommerceManaged InvestmentsGeneric Financial PlanningSuperannuation and Retirement Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Terry Cross

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000242738
Postcode
2500
Certified Financial PlannerDiploma of Finanical Planning 1ASX Accredited Listed Products AdvisorFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Trajce Mojsoski

BLUE CHIP SUPER PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000245074
Postcode
2500
Bachelor of CommerceDiploma of Financial PlanningCPA ProgramFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trajce Mojsoski

PACIFIC WEALTH PTY. LTD.
Registered
Experience
Since 2003 (23 years)
Registration #
000245074
Postcode
2500
Bachelor of CommerceDiploma of Financial PlanningCPA ProgramFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tyrone John Wiseman

WISEMAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000235984
Postcode
2500
Advanced Diploma of Financial ServicesCFPCertified Financial PlannerGraduate Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Ross Smith

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000262312
Postcode
2500
Bachelor of Commerce (Economics and Finance)Diploma of Financial Planning (DFP 1-8)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Gaggero

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000461578
Postcode
2500
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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Andrew Bronneberg

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000327411
Postcode
2500
Bachelor Mathematics & Finance (Honours)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Ross

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001004690
Postcode
2500
Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds CourseAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joanne Douglas

LEVEL ONE FINANCIAL ADVISERS PTY LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000336316
Postcode
2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leith Anthony Thomas

AUSTRALIAN FINANCIAL FREEDOM PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001243972
Postcode
2500
Bachelor of Commerce (Major Accounting and Applied Finance (Financial Planning), Minor: Business LawBachelor of Commerce (Major: Accounting and Applied Finance (Financial Planning), Minor: Bus Law)SMSF Association SMSF Specialist AdvisoerSMSF Association Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Peter Hutchins

DOMINION ADMIN SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000297875
Postcode
2500
Bachelor of CommerceMaster of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ibrahim Ibrahim

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
001001258
Postcode
2500
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Luke Fletcher

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000309685
Postcode
2500
E151 Taxation and Strategies for Financial PlanningGraduate Diploma Of Financial PlanningCertified Financial PlannerAged Care Steps
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amanda Pond

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000332881
Postcode
2500
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Paul Craig Bottele

HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001000132
Postcode
2500
Bachelor of CommerceCA ProgramFoundation DFP & Diplomia Financial ServicesSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chrisanthy Kamaras

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
001004856
Postcode
2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Tomislav Mandic

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001003823
Postcode
2500
Bachelor of Commerce (Financial Planning)Margin Lending and Geared Investments CourseEthics and Professionalism in Financial Advice Course (FPC002B)Accredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gus William Eric Flack

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001001259
Postcode
2500
Bachelor of CommerceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stefanie Seco

MARKET ST FINANCIAL ADVISORY GROUP PTY LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
000382364
Postcode
2500
Bachelor of CommerceRegistered Tax AgentBachelor of Laws (II Class Honours)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Clare Eileen Hurley

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001001195
Postcode
2500
Bachelor of Commerce (Finance and Economics)Masters of Commerce (Financial Planning)Certified Financial PlannerAged Care Specialist
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Louise Anne Wiseman

WISEMAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000385223
Postcode
2500
Bachelor of Mathematics (MathFin)Advanced Diploma of Financial ServicesGraduate Diploma of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mende Dulevski

GARTORA ENTERPRISES PTY. LTD.
Registered
Experience
Since 2010 (16 years)
Registration #
000330266
Postcode
2500
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial PlanningPractitioner Member of the Association of Financial advisors
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Cruickshank

PSK ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000232475
Postcode
2500
Bachelor of Commerce (Economics and Management)8 unit Diploma of Financial PlanningCFP Certification ProgramCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Deanne Lesley Poort

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000278030
Postcode
2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC001B Economic and Legal context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Micale

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
001004130
Postcode
2500
LAW100 Law in SocietyACCY228 Tax PlanningBachelor of CommerceCertified Financial Planner
Superannuation
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Aleksandar Dimevski

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000426039
Postcode
2500
Bachelor of Commerce (Financial Planning & Finance)TASA & TPB Code of Professional ConductFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Cindy-Lea Josephine Page

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
001000704
Postcode
2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dylan Martin

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000420236
Postcode
2500
Bachelor of Commerce (Major Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregor Philip Danton

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
001256264
Postcode
2500
Diploma of Finanical Services (Financial Planning)Accredited Aged Care Professional CourseCommercial Law CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Teagan Anne Curtin

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000445367
Postcode
2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in FinanceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Michael Banks

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000460645
Postcode
2500
Bachelor of EconomicsMaster of Strategic ManagementAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Adam Taylor

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001003983
Postcode
2500
LAW100 Law in SocietyBachelor of Commerce (Economics and Marketing)Graduate Certificate in Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Andrew Groat

GPS WEALTH LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001008263
Postcode
2500
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kate Louise De Zoysa

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001235637
Postcode
2500
Bachelor of Commerce (Economics and Finance)Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Jabbour

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001007548
Postcode
2500
Bachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Billy Tanevski

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001245853
Postcode
2500
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Celia Almeida Barila

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001249166
Postcode
2500
Bachelor of Commerce (Accountancy and Finance)Certified Practicing Accountants (CPA) Australia ProgramDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Bell

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001241932
Postcode
2500
LAW101 Law, Business and SocietyACCY228 Tax PlanningBachelor of Commerce (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Anthony Camkin

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255029
Postcode
2500
Diploma of Financial PlanningCommerce (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Nathan Jay Purnell

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001267920
Postcode
2500
Bachelor of Media and Communication Studies (Marketing)Master of Professional AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Wence Rafael Peraza Rojas

TEMPLESTONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001254907
Postcode
2500
Bachelor of Science/Internationla BusinessMaster of International BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Annelise Aquilina

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270001
Postcode
2500
Bachelor of Economics and FinanceDiploma of Financial PlanningAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hebatalla Sohail Saad Moustafa Salama

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001272160
Postcode
2500
LAW101 Law, Business and SocietyBachelor of CommerceMaster of Applied FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jackson Tidswell

BAILEY ROBERTS GROUP PTY. LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001271864
Postcode
2500
Bachelor of Commerce (Economics)RG 146 CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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James Douglas Brien

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271203
Postcode
2500
Bachelor Commerce (Finance Management)Diploma Financial Planning FNS50611Advanced Diploma Financial Planning FNS60415FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kirk William Alpen

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001263710
Postcode
2500
ACCY228 Taxation for Financial PlannersLAW101 Law, Business and SocietyBachelor of Commerce (Finance and Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lara Tarrant

MARKET ST FINANCIAL ADVISORY GROUP PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001273462
Postcode
2520
Bachelor of Commerce (Financial Planning)Bachelor of Laws (LLB)Graduate Diploma of Legal PracticeChartered Tax Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Lukas Alexander Stergiou

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270014
Postcode
2500
Bachelor of Commerce (Finance & Financial Planning)Accredited Aged Care ProfessionalDFP5V4 Tax for Financial AdvisingTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Lee Oswald

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001269952
Postcode
2500
Bachelor of CommerceCPA ProgramGraduate Certificate in Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Mcgowan

MARKET ST FINANCIAL ADVISORY GROUP PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001273463
Postcode
2520
Associate Diploma of Business (Accounting)Bachelor of Financial AdministrationPrinciples of Taxation LawCertified Practising Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicola Keane

HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271982
Postcode
2500
Bachelor of Economics & FinanceAccredited Listed Product Adviser programDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Jane Carli

HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268985
Postcode
2500
Bachelor of Commerce (Finance & Management)Certificate IV in Finance & Mortgage BrokingDiploma of Financial PlanningAU Inhouse SMSF Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashleigh Victoria Steeles

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001296215
Postcode
2500
ACCY228 Taxation for Financial PlannersBachelor of ArtsBachelor of Commerce (Financial Planning)LAW101 Introduction to Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Georgia Lee

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001296081
Postcode
2500
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jake Gregory O'Dea

HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001296934
Postcode
2500
Bachelor CommerceGraduate Diploma of Financial PlanningMaster of Family Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Blair Shipton

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001297341
Postcode
2500
Bachelor of Commerce (Economics and Finance)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Djordje Uzelac

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001299075
Postcode
2500
Bachelor of Economics and FinanceMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Jack Dimovski

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001301184
Postcode
2500
Bachelor of Economics and FinanceFPC001B Economic and Legal context for Financial PlanningDiploma of Financial PlanningFPC006 Tax and Commercial Law for Financial Planning
Superannuation
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Nikoleta Laketa

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001301187
Postcode
2500
Bachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC006 Tax & Commercial Law for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Breeana Simone O'Donnell

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001305945
Postcode
2500
Commerce (Financial Planning and Accounting)Ethics and ProfessionalismFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Teodora Jovanovic

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001305943
Postcode
2500
Bachelor of Commerce (Dean's Scholar) (Finance and Financial Planning)Ethics and Professionalism in Financial AdviceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Andrew Naylor

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001311564
Postcode
2500
Bachelor of Commerce (Finance and Financial Planning)Ethics and Professionalism in Financial AdviceAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacob Jeremiah Robinson

SYMES WARNE & ASSOCIATES PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001313674
Postcode
2500
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Joanna Lauren Gullo

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001310939
Postcode
2500
257732588879708Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott David Goold

TEMPLESTONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001312845
Postcode
2500
Bachelor of ScienceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aileen Penrose

MARKET ST FINANCIAL ADVISORY GROUP PTY LIMITED
Not Registered
Registration #
001317349
Postcode
2500
Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fabian Benitez

CONSULTUM FINANCIAL ADVISERS PTY LTD
Not Registered
Registration #
001316577
Postcode
2500
Bachelor Of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Ryan James Gregory

SYMES WARNE & ASSOCIATES PTY LTD
Not Registered
Registration #
001319026
Postcode
2500
Bachelor of International StudiesBachelor of Economics and FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Sophie Papadimas

SYMES WARNE & ASSOCIATES PTY LTD
Not Registered
Registration #
001316125
Postcode
2500
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

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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.