4 verified financial advisers

Financial Advisers in Young, NSW

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

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Justine Maree Back★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED

RegisteredTax Advice ✓

📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027

Experience

Since 1990 (36 years)

Registration #

000249491

Postcode

2594

📞 (02) 9328 0876 🌐 Website

Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Paul Anthony Reilly★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED

RegisteredTax Advice ✓

📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027

Experience

Since 2007 (19 years)

Registration #

000309689

Postcode

2594

📞 (02) 9328 0876 🌐 Website

Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)SMSF CourseMAI728 Financial Behaviour and Decision Making (INTENSIVE)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sally Anne Richard★★★★★ 5 (2 reviews)

STAR & CO FINANCIAL SERVICES PTY LIMITED

RegisteredTax Advice ✓

📍 Suite 1302, Level 13/49 York St, Sydney NSW 2000

Experience

Since 2016 (10 years)

Registration #

001247963

Postcode

2594

📞 (02) 9251 4060 🌐 Website

Bachelor of Business (Accounting)CA SMSF SpecialistDiploma of Financial PlanningClient Engagement Skills

Self-Managed Super (SMSF)

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Nenad Jelinek★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED

RegisteredTax Advice ✓

📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027

Experience

Since 2024 (2 years)

Registration #

001304273

Postcode

2594

📞 (02) 9328 0876 🌐 Website

Graduate Diploma of Financial PlanningAccredited Aged Care ProfessionalFPE011 Debt StrategiesFPE020 SMSF Regulation and Taxation

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.