4 verified financial advisers

Financial Advisers in Wyong, NSW

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

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Jason Menzies

JK MENZIES PTY LTD

RegisteredTax Advice ✓

📍 Suite 3.16, ING Tower, 4 Dulmison Ave, Wyong NSW 2259

Experience

Since 1997 (29 years)

Registration #

000434186

Postcode

2259

📞 (02) 4325 0380 🌐 Website

Bachelor of CommerceDiploma of Financial PlanningASX Accredited Listed Product AdviserCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Katheryn Simpson★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24

Experience

Since 2000 (26 years)

Registration #

000231408

Postcode

2259

📞 (02) 9252 2000 🌐 Website

Bachelor of CommerceCertified Practising AccountantMargin Lending and Geared InvestmentsDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Eastwood★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24

Experience

Since 2016 (10 years)

Registration #

001239066

Postcode

2259

📞 (02) 9252 2000 🌐 Website

Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Annabelle Rose Long

JK MENZIES PTY LTD

RegisteredTax Advice ✓

📍 Suite 3.16, ING Tower, 4 Dulmison Ave, Wyong NSW 2259

Experience

Since 2025 (1 years)

Registration #

001314229

Postcode

2259

📞 (02) 4325 0380 🌐 Website

Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Check ASIC Register ↗

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Nearby Financial Advisers

Tuggerah, NSW 5 listings · 2km Umina Beach, NSW 2 listings · 6km Long Jetty, NSW 6 listings · 10km Bateau Bay, NSW 3 listings · 12km Gosford, NSW 14 listings · 18km Erina, NSW 47 listings · 18km

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.