Financial Advisers in Brisbane, QLD

Paul Joseph Beauchamp

HIVE GROUP PTY LTD

Registered

Experience

Since 1977 (49 years)

Registration #

000240657

Postcode

4000

Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Donald Tynan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1978 (48 years)

Registration #

000467363

Postcode

4000

Bachelor of CommerceGraduate Diploma of Financial PlanningSDIAMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Anthony Douglas Gillett

RETIREWELL FINANCIAL PLANNING PTY. LTD.

Registered

Experience

Since 1980 (46 years)

Registration #

000263717

Postcode

4000

FASEA ExamBoutique Financial Planners (BFP) I am the Principal + Senior Planner of Retirewell, Member of BFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Grantley Chatterton

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1981 (45 years)

Registration #

000255961

Postcode

4000

Bachelor of Veterinary ScienceEthics and Professional RelationshipsAustralian Institute of Company DirectorsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Andrew John Reeves Robertson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1982 (44 years)

Registration #

000259120

Postcode

4000

Bachelor of CommerceStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Alan Grahame Baker

RETIREWELL FINANCIAL PLANNING PTY. LTD.

Registered

Experience

Since 1985 (41 years)

Registration #

000263718

Postcode

4000

Master of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Guy Lance Jones

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

001001592

Postcode

4000

Bachelor of CommercePS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser

SecuritiesDerivativesGovernment Debentures

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Katrina Marie Robbins

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000285950

Postcode

4000

Certified Financial PlannerSMSF Specialist AdvisorGraduate Diploma of Financial PlanningAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kevin Cairns

ORD MINNETT LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

000376664

Postcode

4000

Bachelor of Business (Accounting)Diploma in StockbrokingADA Level 1 & 2Margin Lending Accreditation

SuperannuationSecuritiesDerivativesGovernment Debentures

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Tom Maxwell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001005197

Postcode

4000

SDIA Accreditation ProgramMargin Lending & Geared InvestmentsDeposit Products and Non-Cash payments

SecuritiesGovernment Debentures

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David Codey

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000377115

Postcode

4000

Bachelor of CommerceFoundations of Financial Planning Part B: Financial PlanningAustralian Institute of Company Directors (AICD)Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Lindsay

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000245004

Postcode

4000

Certified Financial PlannerDiploma of Financial PlanningGraduate Certificate in Financial PlanningEthics and Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Mcpherson

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

001001864

Postcode

4000

Accredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Raymond Andrew Walter

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

000466075

Postcode

4000

Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlanningEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tony Allan Sirett

PLAN 2 PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000261457

Postcode

4000

Diploma of Financial PlanningFinancial Adviser ExamFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bruce William Porter

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

000259159

Postcode

4000

Certificate CourseFinancial ServicesMargin Lending Accreditation ProgramEthics and Professional Relationships

SecuritiesGovernment Debentures

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Hamish Bonifant

ORD MINNETT LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

000376665

Postcode

4000

Bachelor of EconomicsGraduate Diploma of Applied FinanceProfessional Diploma of StockbrokingEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Matthew James Farr

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001001479

Postcode

4000

ASX Broker ExamPS146 Compliance ProgramLevel 2 Accredited Derivatives AdviserProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

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Michael Roe

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

000322693

Postcode

4000

Bachelor of EngineeringGraduate Diploma of Applied Finance & InvestmentDiploma of Financial PlanningFINSIA

SuperannuationSecuritiesDerivativesGovernment Debentures

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Geoffrey Walter Voller

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000259223

Postcode

4000

Bachelor of Business (Accounting)Graduate Diploma of Applied Finance & InvestmentCPA Australia (CPA)Financial Services Institute of Australasia (FINSIA)

SecuritiesDerivativesGovernment Debentures

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Hamish Robbie Dee

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000259232

Postcode

4000

Bachelor of CommerceBachelor of EconomicsGraduate Diploma in Applied Finance and investmentProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Peter Mark Foreman

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000293955

Postcode

4000

Certificate in Financial MarketsGraduate Diploma of Applied Finance & InvestmentDiploma of Financial Services (Financial Planning)Ethics and Professional Relationships

SuperannuationSecuritiesGovernment Debentures

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Andrew Kidd

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000339626

Postcode

4000

Diploma of Financial MarketsFinancial Advice Association of Australia (FAAA)Financial Services Institute of Australasia (FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew O'Dell Fleming

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000466078

Postcode

4000

Bachelor of BusinessMBAGraduate Diploma of Applied Finance and InvestmentProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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James Morrell Hand

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000260507

Postcode

4000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Michael Gregory

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000345075

Postcode

4000

Bachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentCore 1 Securities and Managed Investments Accreditation ProgramEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mark Colin Walker

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001001960

Postcode

4000

Graduate Diploma in Applied Finance & InvestmentASX Accredited Derivatives Adviser Level 2RMIT / SDIA Managed Investments ModuleRMIT / SDIA Superannuation Module

SuperannuationSecuritiesDerivativesGovernment Debentures

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Richard Marsden

ESENCIA WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001236847

Postcode

4000

Bachelor of Arts (Hons)Graduate Diploma of Applied Finance and Investment8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Thomas Healy

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001006038

Postcode

4000

Bachelor of BusinessAccredited Derivatives Adviser Level 2 ExamGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)

SecuritiesDerivativesGovernment DebenturesRSA Products

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Andrew Jon Blunt

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001000752

Postcode

4000

Diploma of Financial MarketsLevel 2 Accredited Derivatives AdviserMargin Lending Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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Andrew Maurice Buchan

HLB MANN JUDD WEALTH PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000241022

Postcode

4000

Bachelor of BusinessCertified Financial PlannerGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ashley Honeyman

BENTLEYS (QLD) ADVISORY PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001003351

Postcode

4000

Diploma of Financial PlanningSelf Managed Superannuation Fund (SMSF 1: Core Principles)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dougal Geoffrey Onus Maynes

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000280934

Postcode

4000

Diploma of Export ManagementBachelor of Business (International Management)Ethics and Professional RelationshipsAICD

SecuritiesGovernment Debentures

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Kenneth Patrick Howard

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000259290

Postcode

4000

Bachelor of EconomicsBachelor of LawsGraduate Diploma in Applied finance and investmentDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Louise Jean Wegner-Parker

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000285600

Postcode

4000

Bahelor of Business ManagementDiploma of Financial PlanningEstate PlanningCertificate IV in Financial Services (Finance/Mortgage Broking)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Louise Maree Mackiehan

LIFE ADVISORS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000240661

Postcode

4000

Bachelor of Information TechnologyCertified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Phillip Martin Whiteley

SUPER PLUS TAX PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000243495

Postcode

4000

Financial Planning CertificateFinancial Planning COurseDFP8 and PKEAdvanced Diploma in Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Thomas Gladman

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001001493

Postcode

4000

Graduate Diploma in Applied Finance & InvestmentLevel 1 & 2 Accredited Derivatives AdviserRMIT/SDIA Managed Investments ModuleMaster of Applied Finance and Investment

SuperannuationSecuritiesDerivativesGovernment Debentures

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Chung-Ying Chiong

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000259170

Postcode

4000

Bachelor of CommerceBachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentMaster of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Dimitrios Flaskos

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000318186

Postcode

4000

Diploma of Financial AdvisingMargin Lending & Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceRSA Products

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Gwilym Llewellyn Beech

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000263660

Postcode

4000

Bachelor of Arts/Business StudiesDiploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Dwyer

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001004408

Postcode

4000

Bachelor of Commerce (Major in Finance)FNS50804 Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFNS60404 Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Erik Borjesson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000466077

Postcode

4000

Bachelor of Business (Economics)Graduate Diploma of Applied Finance & InvestmentCFPEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Holle

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005712

Postcode

4000

Master of Business AdministrationAccredited Derivatives Adviser Level 2 ExamGraduate Diploma in Applied Finance and InvestmentManaged Investments & Superannuation Module

SecuritiesDerivativesGovernment Debentures

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Stuart Maxwell Warren

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000306066

Postcode

4000

Bachelor of Commerce (Marketing and Human Resourse Management)Diploma of Financial PlanningCertified Financial PlannerMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Terri Margaret Bradford

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000259626

Postcode

4000

Diploma of Financial PlanningSMSF Adviser Education ProgramSMSF Specialist Advisor (SSA) AccreditationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthea Louise Fordham

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000245210

Postcode

4000

Graduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brett Peter Boardman

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005951

Postcode

4000

Bachelor of International BusinessGraduate Diploma in Applied Finance and InvestmentSDIA Accreditation Program AssessmentMaster of Applied Finance

SuperannuationSecuritiesGovernment Debentures

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Christopher John Tynan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000466076

Postcode

4000

Financial Planning Principles and Practice CourseMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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David Sartor

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005362

Postcode

4000

Bachelor DegreeChartered Accountant (CA)CFPAustralian Institute of Company Directors (AICD)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Geoff Hui

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005160

Postcode

4000

Bachelor of EconomicsAccredited Derivatives Adviser Level 2Margin Lending and Geared InvestmentsManaged Investments

SecuritiesDerivativesGovernment Debentures

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Ian Elks

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006006

Postcode

4000

Bachelor of CommerceChartered AccountantSpecial Entry BMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Ian William Walker

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000245287

Postcode

4000

Bachelor of BusinessMaster of ManagementSecuritiesMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Martin Van De Pol

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000357420

Postcode

4000

Bachelor of International BusinessBachelor of Business (Management)Graduate Diploma of Financial PlanningAustralian Financial Complaints Authority (AFCA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter John Beauchamp

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000239337

Postcode

4000

Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFPC008Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard James Andrew Cooper

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000513

Postcode

4000

Bachelor of EconomicsMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Steven Baker

SHARTRU WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001262540

Postcode

4000

Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ashley Paul Davis

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001003045

Postcode

4000

Bachelor of Commerce (B.Com)Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentsCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ben Cook

TYNANS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001007323

Postcode

4000

Bachelor of EconomicsTax for Financial AdvisingCommercial LawFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bryan Noel Davies

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000259160

Postcode

4000

Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial ManagementCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David Wilcock

SIRA GROUP PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000253542

Postcode

4000

Bachelor of CommerceGraduate Diploma of Financial PlanningDPML Margin LendingCertificate in Specialist SMSF Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Grant Andrew Wallace

LIBERTATE ADVISORY PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001258410

Postcode

4000

Bachelor of BusinessProfessional YearDiploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jason Misso

MWM CAPITAL PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000241927

Postcode

4000

Bachelor DegreePost GraduateCFPGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Steven Rees

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000280577

Postcode

4000

Bachelor of Business (Accounting)Chartered Accountant ProgramCertified Financial PlannerSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Briese

JBWERE LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005547

Postcode

4000

Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)ASX Accredited Derivatives Adviser Level 1 & 2Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Patrick Sean White

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001000694

Postcode

4000

8 unit Diploma of Financial PlanningCFP Certification 1-4 ProgramCertified Financial PlannerMaster of Business Administration

SuperannuationLife InsuranceRSA Products

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Steven John Greentree

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000259619

Postcode

4000

Bachelor of Business (Economics and Finance)Diploma of Financial Services (Financial Planning)Superannuation & Retirement PlanningMargin Lending Accreditation program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Timothy Stallman

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000273040

Postcode

4000

Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Chris Wyeth

TYNANS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001007334

Postcode

4000

Bachelor of ArtsBachelor of LawMaster of TaxDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Khanh Kim Tran

MY SUPER FUTURE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001006254

Postcode

4000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Planning (DFP 1-8)RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marcia Larissa Senn

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000404828

Postcode

4000

Bachelor of Business Administration (Marketing)Graduate Diploma of Applied Finance & InvestmentMargin Lending Accreditation ProgramAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Neil Francois Dedrie

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005408

Postcode

4000

Financial PlanningMasters Of Professional AccountingSelf Managed Superannuation FundsBachelor of Commerce in Banking, Finance and Risk Management

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Nikolas Egils Velde

KODA CAPITAL PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001236916

Postcode

4000

Bachelor of EconomicsBachelor of CommerceCertified Practicing Accountant CPAInvestment Management Certificate

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Petrina Rinaldo

TYNANS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001006420

Postcode

4000

Diploma of Financial PlanningCertified Financial PlannerCommercial LawTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rakesh Anand

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001004379

Postcode

4000

Certified Practicing Accountants Australia ProgramGraduate Diploma in Banking and FinanceMaster of Business (Banking & Finance)Certified Financial Planner

SuperannuationLife InsuranceRSA Products

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Richard James Grimshaw

MACKAY PRIVATE PARTNERS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000277096

Postcode

4000

Bachelor of Business (Banking & Finance)Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Murdoch

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000322695

Postcode

4000

Bachelor of BusinessGraduate Diploma of Applied Finance & InvestmentEthics and Professional RelationshipsMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Simon Peter Ferguson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000259424

Postcode

4000

Bachelor of CommerceBachelor of LawsEthics and Professional Relationships

SecuritiesDerivativesGovernment Debentures

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Stephen Boyd Lowry

ALMAN PARTNERS PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

001001393

Postcode

4000

Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)Tax Practitioners Board - Tax (Financial) Adviser

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Stephen Degiovanni

ASPIRE RETIRE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000228945

Postcode

4000

Bachelor of CommerceCertified Practicing AccountantPersonal Financial Planning and Superannuation (CPA110)Diploma Financial Planning DFP8 Financial Plan Construction PLUS Practice Knowledge Exam (PKE)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Toby James Winten

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000247822

Postcode

4000

Margin Lending and Geared InvestmentsSMSF Specialist AdvisorALPAFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Travis Allan Davis

JBWERE LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001003734

Postcode

4000

Diploma of Financial PlanningCertified Financial PlannerChartered Financial AnalystAccredited Derivatives Adviser Level 1 & 2

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Trent Daly

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001003044

Postcode

4000

Diploma of Financial MarketsSelf Managed Superannuation FundsASX Accredited Listed Product Advicer (ALPA) ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew David Brown

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000259111

Postcode

4000

Bachelor of CommerceCFA charterholderStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Gene Harlow

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000258322

Postcode

4000

Entry Level CompetenciesRisk ManagementInvestment Planning 1Superannuation & Retirement Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Linda Clay

TYNANS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001007322

Postcode

4000

Bachelor of International BusinessDiploma of Financial PlanningMaster of Financial PlanningAged Care Steps

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark William Everingham

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000264095

Postcode

4000

Diploma of Financial PlanningCertified Financial Planner Education ProgramCertified Financial PlannerLife Risk Specialists (LRS)

SuperannuationLife Insurance

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Matthew Sear

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

001235931

Postcode

4000

Bachelor of law and Bachelor of commerceDiploma of financial planningCertified Financial PlannerEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Charles Seldon

GRANITE (AUS) PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000340619

Postcode

4000

Accredited Derivatives Adviser Level 2 ExamPS146 Compliance Program: Derivatives, Managed Investments, Generic Knowledge & SecuritiesASX Broker ExamSuperannutation Module

SuperannuationSecuritiesDerivativesGovernment Debentures

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Richard Hopsick

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000259394

Postcode

4000

Diploma of Financial AdvisingEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Stephen Welsh

TYNANS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001007333

Postcode

4000

Bachelor of CommerceChartered AccountantGraduate Diploma in Financial PlanningCA - Chartered Accountants

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Jay Goodair

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

000339350

Postcode

4000

Certified Financial PlannerGraduate diploma of applied financeMaster of Applied FinanceEthics and Professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charles Smallhorn

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000259164

Postcode

4000

Bachelor of ArtsBachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentCommercial Law

SuperannuationSecuritiesDerivativesGovernment Debentures

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Dean Robert Mellers

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000259195

Postcode

4000

CO121 Introducing the LawCO324 Income tax lawBachelor of CommerceGraduate Diploma of Applied Finance and Investment

SecuritiesDerivativesGovernment Debentures

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James Nicholas Atley

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001265613

Postcode

4000

Diploma of Financial Advising

SuperannuationLife InsuranceRSA Products

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Raymond Ko

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001003803

Postcode

4000

Bachelor of CommerceDFP004 Wealth Creation Retirement PlanningInvestment Planning 1Risk Management for Financial Services Profesionals

SuperannuationLife InsuranceRSA Products

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Sandra Crouch

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000259414

Postcode

4000

Bachelor of Arts (Honours Economics & German)Graduate Diploma of Financial PlanningTASA and the TPB Code of Professional ConductEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Tania Mawbey

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000239307

Postcode

4000

Bachelor of BusinessCertified Practising AccountantCertified Financial Planner (CFP)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Mcquarrie

TYNANS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001007331

Postcode

4000

Diploma of Financial MarketsCertified Financial PlannerGraduate Diploma of Applied Finance and InvestmentMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brec Fenton

ORD MINNETT LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000376667

Postcode

4000

Bachelor of Business (Management)Diploma of Applied FinanceGraduate Diploma in Applied Finance and InvestmentADA Level 1 & 2

SuperannuationSecuritiesDerivatives

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Darin James Cook

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001003764

Postcode

4000

Bachelor of CommerceCertified Practicing Accountants ProgramEthics and Professionalism in Financial AdviceClient Engagement Skills

DerivativesForeign Exchange

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Elizabeth Mary Addis

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000239696

Postcode

4000

Introducing the LawBachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Eric Kesler

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001005720

Postcode

4000

Diploma of Financial Services (Financial Planning) (FNB50802)Margin Lending Accreditation ProgramAccredited Derivatives Adviser Level 1 ExamEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Galen Trienen

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000278254

Postcode

4000

Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin Lending and Geared InvestmentsMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan Mclean

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001000333

Postcode

4000

Bachelor Business (Banking & Finance)Bachelor of Applied Science (Property Economics)Graduate Diploma Applied Finance and InvestmentProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Laurence Crawley

ORD MINNETT LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000376666

Postcode

4000

Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Leanda Davison

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003160

Postcode

4000

Advanced Diploma of Financial PlanningMaster of Business AdministrationFellow Chartered Financial PractitionerFellow Chartered Financial Practitioner Course

SuperannuationLife InsuranceRSA Products

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Luke Gregory Caruana

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001000646

Postcode

4000

Bachelor of Mathematical Science (Computing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Tier 1 Margin Lending

SuperannuationLife InsuranceRSA Products

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Matthew Gordon

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000300148

Postcode

4000

Bachelor of Business (Accounting)Certified Practicing AccountantDiploma of Financial PlanningCPA Australia (CPA)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mike Fittler

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000322701

Postcode

4000

Associate Diploma in Applied ScienceBachelor of Commerce (Applied Finance and Banking & Funds Management)Ethics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Olivia Maragna

ASPIRE RETIRE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000228946

Postcode

4000

Bachelor of BusinessChartered AccountantCertified Financial PlannerSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sally Huynh

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001004409

Postcode

4000

Bachelor of International BusinessDiploma of Financial PlanningCertified Financial Planner (CFP)Accredited Listed Product Adviser Program (ALPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam James Mccarthy

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

000280469

Postcode

4000

Bachelor of Business (Accounting)Graduate diploma in financial planningGraduate Diploma of Applied Finance and InvestmentCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander James Brown

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000277822

Postcode

4000

Bachelor of BusinessGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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David Wright

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000322698

Postcode

4000

Bachelor of EconomicsGraduate Diploma of BusinessBachelor of ArtsGraduate Diploma of Applied Finance & Investment

SuperannuationSecuritiesDerivativesGovernment Debentures

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Genevieve Kirkman

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001259996

Postcode

4000

Bachelor of CommerceBachelor of LawsGraduate Diploma of Financial PlanningRG146 Margin Lending

Superannuation

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Gregory John Parish

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001925

Postcode

4000

SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesGovernment Debentures

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Joel Robinson

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003657

Postcode

4000

Bachelor of Commerce (Banking and Finance)Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningAccredited Derivatives Adviser (Level 1)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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John Kazakoff

ARRIVE CAPITAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000247721

Postcode

4000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningCA - Financial Planning Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin James Green

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003743

Postcode

4000

Bachelor DegreeDiplomaMasters DegreeGraduate Diploma of Financial Planning

DerivativesForeign Exchange

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Justin William Short

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000276787

Postcode

4000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceRSA Products

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Kenneth Lindsay

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000269086

Postcode

4000

Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Michael David Patman

HUNTER GREEN PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000320607

Postcode

4000

Diploma of Financial Services (Financial Planning)Diploma of Financial ServicesMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Duncan Donaghy

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

000301847

Postcode

4000

Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMaster of Applied FinanceEthics and Professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen James Mckay

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000264831

Postcode

4000

Principles of Taxation LawBachelor of EconomicsDiploma of Superannuation ManagementDiploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Tyron Clint Davis

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000279272

Postcode

4000

Diploma of Financial Planning (Foundations)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner

SuperannuationLife InsuranceRSA Products

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William Watson Douglas

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000279667

Postcode

4000

Bachelor of CommerceBachelor of EconomicsGraduate Certificate in Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

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Benjamin Frank Hatcher

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000284341

Postcode

4000

CO121 Introducng the LawBachelor of CommerceCO324 Income Tax LawChartered Accountant

SecuritiesGovernment Debentures

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Benjamin O'Connor

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000283488

Postcode

4000

Bachelor of International BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Paul Hutton

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001000325

Postcode

4000

RG146 QualificationsSDIA Accreditation ProgramMasters of Applied FinanceMargin Lending Accrediation Program

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Daniel Charles Leo White

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001004417

Postcode

4000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentCertified Financial Planner (CFP)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darrell Ling

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000322696

Postcode

4000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Darren Gollan

GTG ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001007784

Postcode

4000

Bachelor of CommerceSelf Management Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Giles Stratford

SFDS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000440875

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments/Margin LendingMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Clayton Baker

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000384321

Postcode

4000

Bachelor of Commerce (Accounting and Finance)Self Managed Superannuation FundsDiploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gwendolyn Anne Biddle

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001002385

Postcode

4000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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James Ian Macbeth Cavanough

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000291041

Postcode

4000

Bachelor of CommerceDiploma of Financial Services (4 units)Master of Applied FinanceTaxation Planning Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jane Catherine Kennedy

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000290980

Postcode

4000

Bachelor of Commerce (Marketing)Diploma of Financial AdvisingSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Jessica Ann Wright

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000290151

Postcode

4000

Bachelor of Business (Economics and Finance)8 unit Diploma of Financial AdvisingMargin Lending and Geared InvestmentsCertified Financial Planner

SuperannuationLife InsuranceRSA Products

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Jonathan Alexander Ahlberg

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000292846

Postcode

4000

Advanced Diploma of Financial ServicesFPC002B Ethics and Professionalism in Financial AdviceFPC006 Tax and Commercial Law for Financial PlanningFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Cameron Bryant

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001000585

Postcode

4000

Bachelor of CommerceChartered AccountantGraduate Certificate in Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Raya Faith Afkhamizakerzadeh

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000303075

Postcode

4000

Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stuart John Dinning

PLAN 2 PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000292831

Postcode

4000

Diploma of FInancial Services (Financial Planning)Self Managed Superannuation FundsTaxation PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Voitek Biskup

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001000469

Postcode

4000

Advanced Diploma of Financial PlanningSMSF Core CourseFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Lawson James Davis

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000311

Postcode

4000

Bachelor of Comms and LawCerified Financial PlannerGraduate Diploma of Financial PlanningMargin Lending Accreditation Program

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Christopher Shiels

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000305716

Postcode

4000

Advanced Diploma of Financial PlanningBachelor of BusinessMargin Lending and Geared InvestmentsALPA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Friend

SIRA GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003264

Postcode

4000

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David John Taylor

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001004031

Postcode

4000

Bachelor of Commerce (Finance and Risk Management)Certified Financial PlannerGraduate Diploma of Financial PlanningEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Warwick Lawrence

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000307422

Postcode

4000

Bachelor of Arts (Honours Class 1) International RelationsGraduate Diploma in Applied FinanceEthics and Professional RelationshipsTax for Financial Advising

SecuritiesGovernment Debentures

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Keshav Chandrasen Seetharam

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000336416

Postcode

4000

MBAMaster of Business AdministrationGraduate Diploma in Applied Finance and InvestmentGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)

SuperannuationLife InsuranceRSA Products

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Matthew John Schlyder

THE ADVICE EXCHANGE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000305027

Postcode

4000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Colin Batten

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000298049

Postcode

4000

Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)Listed Product Accreditation CourseSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael John Kerslake

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000296195

Postcode

4001

Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)RG146 Margin LendingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Peter Michael Knight

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000306983

Postcode

4000

Bachelor of Commerce

SecuritiesGovernment Debentures

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Sky Nillas Kendall

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000322700

Postcode

4000

Bachelor of International BusinessGraduate Diploma of Applied Finance & InvestmentStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Stephen Patrick Nicholas

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000281149

Postcode

4000

Graduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningASX Accredited Listed Product AdviserSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Robert Sartor

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000306431

Postcode

4000

Bachelor of EngineeringGraduate Diploma of Applied FinanceEthics and Professional Relationships

SecuritiesGovernment Debentures

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Andrew Sze Yi Tan

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001905

Postcode

4000

Bachelor of CommerceBachelor of LawsGraduate Diploma of Applied Finance & InvestmentSDIA Accreditation Program Assessment

SecuritiesGovernment Debentures

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Anjali Anthony Jaurigue

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001000648

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceRSA Products

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Ben Antonio

JBWERE LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005332

Postcode

4000

Bachelor of FinanceASX Accredited Derivatives Adviser Level 1 & 2Graduate Diploma of Applied Finance (Financial Planning)Chartered Tax Adviser

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Benjamin John Rodney

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000471234

Postcode

4000

Bachelor of Science (Biomedical Science)Graduate Diploma of Applied Finance & InvestmentMasters of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Bruce Gorry

PROVIDENT ADVISORY PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001006110

Postcode

4000

Bachelor of Commerce (Accounting and Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Prokopczak

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003484

Postcode

4000

Bachelor of Business (Banking and Finance)Graduate Diploma of Applied Finance (Major in Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Allen

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001000275

Postcode

4000

Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David Trikamji

PROVIDENT ADVISORY PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003222

Postcode

QLD

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Evan Glenn Poole

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003637

Postcode

4000

Bachelor of Arts8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceRSA Products

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Ingrid Katarina Cecilia Glarin

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001004254

Postcode

4000

Bachelor of Commerce, Banking and Finance and Risk ManagementMaster of Professional AccountingDiploma of Financial Services (Financial planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Thomas Macaulay

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000310117

Postcode

4000

Bachelor of CommerceBachelor of LawsSolicitorSDIA Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Jeremy Michael Ross

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005893

Postcode

4000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma Of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mathew Hedditch

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000320962

Postcode

4000

Bachelor of BusinessSDIA Accreditation ProgramEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Matthew Aaron Falvey

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000314050

Postcode

4000

Business Law 1Taxation LawBachelor of Business (Accounting)8 unit Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Paul Banner

PROVENANCE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000317351

Postcode

4000

Bachelor of EconomicsGraduate Diploma of Financial PlanningSelf-Managed Superannuation FundsFinance Brokers Association of Australia (FBAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ronald Reihana Smith

MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000413561

Postcode

4000

Bachelor of commerce (Accounting and Economics)Graduate Diploma of Charted AccountingAdvanced diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryan Carroll

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002231

Postcode

4000

Diploma of Financial ServicesMargin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen David Pill

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000316440

Postcode

4000

Certificate of Management (Marketing)Bachelor of Business (Banking & Finance)Graduate Diploma of Applied Finance & InvestmentEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Andrew David Edwards

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001003740

Postcode

4000

Bachelor of Business (Mangement)Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Diploma of Financial Markets

DerivativesForeign Exchange

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Christopher Andrew Humphrey

RADIUS WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000328437

Postcode

4000

Bachelor of CommercerCPAGraduate Diploma in Financial PlanningSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dean Crokidas

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000324692

Postcode

4001

Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Guy Taylor

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001001652

Postcode

4000

Business Law and EthicsBachelor of Business (Management)Advanced Diploma of Financial Sercies (Financial Planning)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin Quinn

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005540

Postcode

4000

Graduate Certificate in FinanceEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Kym O'Brien

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001000474

Postcode

4000

Bachelor of Business (Accountancy)Diploma of Superannuation ManagementGraduate Diploma of Applied Finance and InvestmentChartered Accountant

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Mcelwaine

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000322493

Postcode

4000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentEthics and Professionalism in Financial AdviceStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Melinda Anne Harrison

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001003729

Postcode

4000

Graduate Diploma of Financial Planning (Historical SIA / FINSIA)Bachelor DegreeForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Michael Charles Bayley

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001271679

Postcode

4000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCertified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Daniel Quinlan

SFDS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000440683

Postcode

4000

Bachelor of CommerceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Murray Forbes Murdoch

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000330368

Postcode

4000

Bachelor Agricultural EconomicsGraduate Certificate in Applied Finance and InvestmentEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Simon Thomas Cox

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000321150

Postcode

4000

Bachelor of Commerce (Accounting/ Finance)Diploma of Financial PlanningGraduate Diploma in Chartered AccountingMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Stephen Horton

SFDS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000440349

Postcode

4000

Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thida Lukose

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000323120

Postcode

4000

Introduction to Business LawTaxation LawBachelor of Business (Applied Finance)Graduate Diploma of Applied Finance (Financial Planning Major)

SuperannuationLife InsuranceRSA Products

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William James Burke

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000325305

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Christopher Anthony Baran

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001000693

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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George Andrew Tynan

TYNANS PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001238248

Postcode

4000

Bachelor of CommerceChartered AccountantAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Hogarth Chandler

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000339666

Postcode

4000

Bachelor of Business Management (HR Management & Industrial Relations)Bachelor of CommerceTASA and the TPB Code of Professional ConductEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Karl Theodore Schmidt

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000332129

Postcode

4000

Bachelor of Business (Marketing)Diploma of Financial Services (Financial Planning FNS50804FNS60410 Advanced Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Rimmington

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001000795

Postcode

4000

Bachelor of Business (Accountancy)Graduate Diploma of TaxationGraduate Certificate in Financial PlanningCA SMSF Specialist Accreditation Course

Superannuation

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Sally Bell

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000440970

Postcode

4000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Inv.Graduate Diploma of Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sebastian Andrew Benade

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001002384

Postcode

4001

Bachelor Business (International Business)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Tier 1 Margin Lending

SuperannuationLife InsuranceLife Investment

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Thomas Josey

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003745

Postcode

4000

Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Timothy Peter Evans

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000343426

Postcode

4000

Bachelor of Commerce (Accounting/ Banking & Finance)Core 1 Securities and Managed Investments Accreditation ProgramEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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Brett Cribb

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000239372

Postcode

4000

Bachelor of EngineeringDiploma of Financial PlanningEquitiesSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Damien Luke Kennedy

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2010 (16 years)

Registration #

000343786

Postcode

4000

Bachelor of Business (Accounting/Business Management)Graduate Diploma of Applied Finance (Financial Planning major)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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David Russell

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000350

Postcode

4000

Bachelor of CommerceMargin LendingProfessional Diploma in StockbrokingRG146 Superannuation Certificate

SuperannuationSecuritiesGovernment Debentures

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David Thompson

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000831

Postcode

4000

Bachelor of CommerceInvestment PlanningMargin Lending Accreditation ProgramRG146 Qualifications

SuperannuationSecuritiesGovernment Debentures

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James Bristow

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000441523

Postcode

4000

Post Graduate Diploma in Applied FinanceRG 146 Margin Lending AccreditationMaster of Applied Finance (Financial Planning)ADA Level 1

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Mark Edward Thompson

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2010 (16 years)

Registration #

001234750

Postcode

4000

Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in financial adviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Martin

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000427

Postcode

4000

Bachelor of CommerceChartered Accountant (CA) CA Program Graduate DiplomaChartered Accountant (CA) CA Program – Graduate DiplomaMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mina Greiss

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003448

Postcode

4000

Bachelor of Commerce5 unit CFP Certification ProgramCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Paul Allan Parkinson

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001000712

Postcode

4000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Paul Christopher Burns

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001003374

Postcode

4000

DiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Robert Shears

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000351

Postcode

4000

Bachelor of BusinessGraduate Certificate in Applied Finance and InvestmentsMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Saxon Mew

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000344

Postcode

4000

Bachelor of CommerceBachelor of EconomicsSuperannuationMaster of Applied Finance

SuperannuationSecuritiesGovernment Debentures

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Thomas James Clarence Crommelin

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000364667

Postcode

4000

Bachelor of CommerceCore 1 Securities and Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Timothy John Kerwick

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001000663

Postcode

4000

Bachelor of CommerceFoundations of LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceRSA Products

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Darren Luke Tomasini

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001236392

Postcode

4000

Margin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningAdvanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Mccrory

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001000579

Postcode

4000

Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SecuritiesGovernment Debentures

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Gerard Kane

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001003786

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Harjit Matthew Singh Malhi

PROVIDENT ADVISORY PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001003246

Postcode

4000

Bachelor of Business (Banking and Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hilary Elizabeth Troy

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001000727

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jane Christine Hellyer

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001270435

Postcode

4000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jason Hunter

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001257333

Postcode

4000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Jessica Looi

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000429304

Postcode

4000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kellie Jane Treweek

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000429280

Postcode

4000

Advanced Diploma of Financial ServicesSelf Managed Superannuation FundsALPAGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kevin Boyle

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005541

Postcode

4000

Bachelor Degree

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Leon Kofmansky

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000436886

Postcode

4000

Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceRSA Products

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Natalie Methven

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002877

Postcode

4000

DiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Nicholas Jones

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001000424

Postcode

4000

Bachelor of Business (Finance)Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rachael Jane Deane

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001241951

Postcode

4000

Associate Diploma of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Darshil Arun Shah

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000435048

Postcode

4000

Bachelor of CommerceMaster of Business (Applied Finance)Master of Business Advanced (Applied Finance)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David John Eather

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001001023

Postcode

4000

Bachelor of Business (Finance)928 Margin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Scott Woolley

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000426618

Postcode

4000

Introducing the LawIncome Tax LawBachelor of CommerceGraduate Diploma in Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Declan Doolan

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000418706

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Elliot Joseph Moffatt

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001006234

Postcode

4000

Bachelor of CommerceMargin Lending Accreditation ProgramAccredited Derivatives AdviserGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Joseph Barry Robert Gollan

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001247579

Postcode

4000

Introduction to Business LawBachelor of Commerce (Economics, Finance)Diploma of Financial Services (Financial Planning)Tax for Financial Advising

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Katrina Maree Moore

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002537

Postcode

4000

Bachelor of CommerceAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills

SuperannuationLife InsuranceRSA Products

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Matthew James Beauchamp

HIVE GROUP PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000417171

Postcode

4000

Financial Services (Financial Planning)Financial Services (Financial Planning)Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew John Quinn

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001008798

Postcode

4000

Tax PlanningLaw, Business and SocietyBachelor of Business (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceRSA Products

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Megan Kate Neale

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001003466

Postcode

4000

Diploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Planning FNS60410Self Managed Superannuation FundsFPC008

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryan Thomas Purves

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000420850

Postcode

4001

Graduate Diploma of Financial PlanningRG146 DerivativesRG146 Margin LendingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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William Stanley Hickson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000410339

Postcode

4000

Bachelor of Business ManagementSecurities and Managed InvestmentsMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Kimberly Mcgrath

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003294

Postcode

4000

Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Ryan

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001791

Postcode

4000

Bachelor of Business (Finance)Business Law and EthicsAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Oswaldo Duque

TYNANS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000439258

Postcode

4000

Bachelor of BusinessAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)FPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paula Joan Barnes

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001004888

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning (4185 / 4186)Principles of Business and Corporations Law

SuperannuationLife InsuranceRSA Products

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Shaun Haden

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001657

Postcode

4000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven James Farrell

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000317137

Postcode

4000

Bachelor of EducationGraduate Diploma of Applied FinanceEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Thomas William Roberts

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000430361

Postcode

4000

Bachelor of Business (Economics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Michael Mckendry

HIVE GROUP PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000462212

Postcode

4000

Financial PlanningFinancial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zishen Fan

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001239559

Postcode

4000

TaxationBachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Blake Thomas Stone

MCPHERSON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000463691

Postcode

4000

Bachelor of Business (Accounting and Finance)CPA ProgramDiploma of Financial Services (Financial Planning)CFP Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brett Alan Jolley

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001000703

Postcode

4000

Bachelor of Business (International Business)Advanced Diploma of Financial PlanningTax for Financial AdvisingFPC007B Client Engagement Skills

SuperannuationLife InsuranceRSA Products

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Camilla Rachel Von Pfyffer

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001000709

Postcode

4000

Bachelor of CommerceAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceRSA Products

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Cheynee Luke Stiller

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000466095

Postcode

4000

FNS50610 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Herdman

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000457312

Postcode

4000

Bachelor of Financial PlanningEthics and Professionalism in Financial AdviceFellow Chartered Financial Practitioner (FChFP)Accredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Jason George Lane

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001234568

Postcode

4000

Bachelor of BusinessBachelor of BusinessMaster of Business (Applied Finance)Master of Business

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Kenneth Robson

HLB MANN JUDD WEALTH PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000466141

Postcode

4000

Bachelor of Business (Finance)ASX Listed Products Accreditation Course (LPAC)SuperConcepts and ICFS Specialist SMSF CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Manjinder Singh Malhi

PROVIDENT ADVISORY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005969

Postcode

4000

Bachelor of Commerce (Accounting and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew David Macdonald

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000463976

Postcode

4000

Professional Diploma in StockbrokingBachelor of Business ManagementDiploma of Financial PlanningEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Max Edward Tynan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000468544

Postcode

4000

Bachelor of CommerceBachelor of EconomicsGraduate Diploma of Chartered AccountingChartered Financial Analyst

SuperannuationSecuritiesGovernment Debentures

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Rosalie Kathryn Houpapa

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006115

Postcode

4000

Business Law and EthicsTaxation Law and PracticeBachelor of BusinessBachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceRSA Products

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Samantha Patricia Makeham

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003821

Postcode

4000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTaxation for Financial PlanningEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceRSA Products

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Samuel Okuma

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000458314

Postcode

4000

Introduction to Business LawBachelor of Commerce (Financial Planning)924 Superannuation921 Managed Investments

SuperannuationLife InsuranceRSA Products

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Sara Lynne Stephens

MCPHERSON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000463690

Postcode

4000

Bachelor of Business (Accountancy)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCFP Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Hugh Blair

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001799

Postcode

4000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Gregory Wright

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000460898

Postcode

4000

Bachelor of Business (Human Resource Management and Marketing)FNS60410Ethics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas James Adams

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000451769

Postcode

4000

Bachelor of Business (Accountancy)Bachelor of Health ScienceCertificate IV in Financial ServicesProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Tristan Balderson

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001000649

Postcode

4000

Diploma of Financial PlanningTFA Tax for Financial AdvisingTax for Financial AdvisingGraduate Certificate in Financial Planning

Superannuation

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Vikas Gupta

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001007

Postcode

4000

Introduction to Business LawRevenue LawBachelor of Commerce (Financial Planning major)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Andrew Wynn Look

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237928

Postcode

4000

Bachelor of CommerceRG146Ethics and Professional RelationshipsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Anna Louise Mcdonald

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001235097

Postcode

4000

Bachelor of BusinessCompany Director CertificateDiploma of Financial Markets AssociationGraduate Diploma of Financial Planning

DerivativesForeign Exchange

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Ceara Keene

TYNANS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233242

Postcode

4000

Bachelor of BusinessMasters of Business AdministrationMargin Lending SpecialistGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Chikonde Chiko Kambikambi

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235686

Postcode

4000

Business LawDiploma of CommercePrinciples of Income Tax LawBachelor of Commerce (Economics, Finance & Financial Planning)

SuperannuationLife InsuranceRSA Products

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Elaine Darmody

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007610

Postcode

4000

Bachelor of Arts in Financial ServicesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elizabeth Grace Hulland

SMSF WEALTH LICENSING PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008631

Postcode

4000

Diploma of financial planningTax (Financial) Adviser courseJP Accreditation CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jake Beazley

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237367

Postcode

4000

910 Generic Knowledge928- Margin LendingSecurities and Mnaged InvestmentsGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Josephine Smith

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237973

Postcode

4000

Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Business Law)Economic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Luke Alexander Harlow

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237865

Postcode

4000

Diploma of Financial PlanningBachelor of Commerce (Major in Finance)FPC003 Superannuation and Retirement AdviceFPE016 Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Henry Tynan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000466754

Postcode

4000

Bachelor of CommerceMaster of Business (Applied Finance)Ethics and Professional RelationshipsFPC007B Client Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tara Amy Richards

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001236604

Postcode

4000

Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Superannuation)Advanced Diploma of Financial Services (Superannuation)FPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceRSA Products

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Allan Mcfarland

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250839

Postcode

4000

Business LawDiploma in Financial MarketsBachelor of Business (Banking and Finance, Accountancy)Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Alyce Kempster

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246541

Postcode

4000

Introduction to Business LawBachelor of Business (Marketing)Diploma of Financial PlanningTaxation for Financial Planning

SuperannuationLife InsuranceRSA Products

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Amber Kate Simpson

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

000293784

Postcode

4000

Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningFPC002BGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brendan John Ketter

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001242370

Postcode

4000

Bachelor of Business (Accountancy)DPML Margin LendingGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jack Eathan Mullins

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001247209

Postcode

4000

Core 1 Securities & Managed Investments Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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James Bernard Marshall

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244040

Postcode

4000

Bachelor of BusinessMargin Lending AccreditationMaster of Applied FinanceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jennifer Anne Ward

MERIT WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241387

Postcode

4000

Bachelor of Business (Accountancy)Chartered Accountant (CA)Self-Managed Superannuation FundsFPC001B Economic and Legal Context for Financial Planning

Superannuation

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Joanna Moss

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240905

Postcode

4000

Bachelor of Economic & Social Studies (Business & Management)Diploma of Financial PlanningMargin LendingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Jodie Anne Cowburn

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001247970

Postcode

4000

Bachelor of BusinessDiploma of Financial PlanningMargin Lending & Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kate Curtain

HLB MANN JUDD WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244189

Postcode

4000

Financial Services Training PackageSMSF Specialist AdvisorGraduate Diploma of Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laura Jane Wilson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001247646

Postcode

4000

Bachelor of Business (Marketing)Tier 1 Margin LendingEthics and Professional RelationshipsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Louise Jane Henderson

JBWERE LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250931

Postcode

4000

Bachelor of BusinessEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Luke Kidd

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242685

Postcode

4000

Bachelor of Fine ArtDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Robert Beauchamp

HIVE GROUP PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241410

Postcode

4000

Financial PlanningFinancial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Edward Belcher

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243936

Postcode

4000

Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Natasha Bridget Johnston

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001240934

Postcode

4000

Diploma of Financial Planning PlanningAdvanced Diploma of Financial PlanningTASACLv1 Commercial LawEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nichole Clare Cowley

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246377

Postcode

4000

Bachelor of BusinessLegal Issues for ManagersRG146 for the Superannuation IndustryDiploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Nigel Todd Moon

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240249

Postcode

4000

Bachelor of Business (Finance)Tier 1 Margin LendingALPA Accredited Listed Product AdviserFPE020 SMSF Regulations & Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rocco Anthony Costa

HUNTER GREEN PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240144

Postcode

4000

Bachelor of Commerce (Accounting and Financial Planning)Certified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tam Huynh

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245488

Postcode

4000

Bachelor of Business (Finance)Business Law and EthicsMaster of Applied FinanceDiploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Trent Morgan

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241525

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningCommercial Law

SuperannuationLife InsuranceRSA Products

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Victoria Rose Spencer

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249406

Postcode

4000

Bachelor of Economics with HonoursMaster of Professional AccountingDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Alexander Corbiere

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001260065

Postcode

4000

Bachelor of Business (Management)Master of Business (Applied Finance)Business and Corporations LawDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alfred John Farr

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001257047

Postcode

4000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Daniel Wilkie

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

000355554

Postcode

4000

Bachelor of CommerceDiploma of Financial ServicesStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Arvind Ballupet Shivakumar

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001260670

Postcode

4000

Master of Business AdministrationDiploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramEthics and Professional Relationships

SuperannuationSecuritiesGovernment Debentures

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Casey Simon Greaves

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258151

Postcode

4000

Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningTax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Christian Mark Burke

JBWERE LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001261486

Postcode

4000

Bachelor of Commerce (Finance)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Daniel Antonio Albanes Valenzuela

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001257211

Postcode

4000

Diploma Financial ServicesBachelor of Business (Banking and Finance)Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Francis Gerald Monaghan

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001259953

Postcode

4000

Advanced Diploma of Financial PlanningTier 1 Margin Lending Personal AdviceAFA Fellow Chartered Financial Practitioner (FChFP)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Harry David Tynan

TYNANS PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258984

Postcode

4000

University of QueenslandChartered AccountantDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Huynh Nhu Ngoc Mai

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256441

Postcode

4000

Master of Commerce (Applied Finance)Diploma of Financial PlanningSecurities and Managed InvestmentsSelf Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceRSA Products

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James Pitt

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001255280

Postcode

4000

Bachelor of CommerceEthics and Professionalism in Financial AdviceMaster of Applied FinanceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kym Smart

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001255868

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

Superannuation

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Lina Maria Stone

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255875

Postcode

4000

Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Lisa Maree Schultz

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258561

Postcode

4000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Roger Taylor

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252749

Postcode

4000

Associate Diploma of Business (Marketing)Diploma of Financial PlanningTier 1 Margin LendingEthics and Professional Relationships

SuperannuationSecuritiesGovernment Debentures

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Shayn Jon Danker

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254688

Postcode

4000

Business Law and EthicsBachelor of Business (Management, Finance)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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William Michael Anderson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001258070

Postcode

4000

Bachelor of CommerceChartered Financial Analyst (CFA) ProgramDiploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Xiaodi Fan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001255205

Postcode

4000

Bachelor of Commerce (Accounting and Finance)Chartered Accountant ProgramCavendish ICFS Specialist SMSF CourseSpecilalist Adviser Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexander Daniel Tynan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270710

Postcode

4000

Bachelor of Business (Accountancy)Ethics and Professional RelationshipsMargin Lending SpecialistGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Alexandra Mary Booth

SIRA GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267959

Postcode

4000

Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Ext Finance)Cavendish & ICFS Specialist SMSF CourseFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Davidson Bourke

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271483

Postcode

4000

Bachelor Of EconomicsGraduate Diploma in Applied Finance and Investment

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Ashlee Pam Scougall

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

000438447

Postcode

4000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Beau Bradley Thomas Poulsen

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269988

Postcode

4000

Diploma of Financial PlanningTax for Financial AdvisingBusiness LawM669 Graduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Benjamin Talbott

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270980

Postcode

4000

Bachelor of ArtsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Clifton Pearson

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269985

Postcode

4000

Diploma of Financial PlanningTier 2 Compliance SolutionPrinciples of Income Tax LawBusiness Law

SuperannuationLife InsuranceRSA Products

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Brian Andrew Alfred King

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270220

Postcode

4000

Bachelor of Business (Accounting)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingGraduate Diploma of Finanical Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Cameron Rowland James

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270801

Postcode

4000

DIPLOMA OF FINANCIAL PLANNINGBachelor of Commerce (Tax & Accounting)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Corey James Evans

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267357

Postcode

4000

RG146 knowledge areas met, working towards Bachelor of CommerceBachelor of CommerceFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

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Daniel Baldi

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272825

Postcode

4000

Bachelor of Commerce (Economics, Finance)Diploma of Financial PlanningEconomic & Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Daniel William Wallace

LIBERTATE ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264378

Postcode

4001

Diploma of Financial PlanningBachelor of Business (Finance)Financial Risk Manager

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Deborah Frances French

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271304

Postcode

4000

Bachelor of Business Studies in FinanceGraduate Diploma in Business Studies in Personal Financial PlanningTax for Financial AdvisingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Devina Naidu

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268362

Postcode

4000

Bachelor of Arts (Management and Public Admin/Banking and Finance)Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Errin Mcdowall

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271554

Postcode

4000

Diploma of Financial PlanningGraduate Certificate in Financial PlanningIncome Tax LawApplied Taxation

SuperannuationLife InsuranceRSA Products

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Gabrielle Clough

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270143

Postcode

4000

BACHELOR OF COMMERCEMaster of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gabrielle Fiona Malatino

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269986

Postcode

4000

Bachelor of Commerce (Finance)Bachelor of Economics (Business & Industry)Diploma of Financial PlanningTier 2 Compliance Solution

SuperannuationLife InsuranceRSA Products

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Gabrielle Williams

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263143

Postcode

4000

Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gagandeep Singh Johal

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270079

Postcode

4000

Bachelor of Business (Finance)Diploma of Financial PlanningRG146 SuperannuationGraduate Certificate in Business (Applied Finance)

SuperannuationSecuritiesGovernment DebenturesRSA Products

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George Millroy

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269860

Postcode

4000

Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingBachelor of Business (Finance)

SecuritiesGovernment Debentures

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Gina Somers

MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266619

Postcode

4000

Bachelor of Commercer (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ho Yin Hang

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272093

Postcode

4000

Business and the LawBachelor of CommerceBusiness TaxationDiploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Jackson James Brown

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271316

Postcode

4000

Introduction to Business LawRevenue Law Theory & PolicyBachelor of Commerce (Accounting, Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceRSA Products

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Jake Raymond Wynan

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268259

Postcode

4000

Bachelor of Science in Business Administration (Finance)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC007B Client Engagement Skills

SuperannuationSecuritiesGovernment Debentures

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Jeffrey Phillip Sim

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270395

Postcode

4000

Business Law and EthicsBachelor of Business (Finance)Diploma of Financial PlanningPrinciples of Australian Taxation Law

SuperannuationLife InsuranceRSA Products

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Jessica Sarah Agius

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262366

Postcode

4000

Business Law and EthicsBachelor of Business (Finance)Diploma of Financial PlanningCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jialu Xu

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001264526

Postcode

4000

Bachelor of International BusinessDiploma of Financial PlanningEthics and professionalism in Financial AdviceGraduate diploma in financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jiangying Liu

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269400

Postcode

4000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julian William Stephenson

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271519

Postcode

4000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCFP Certification ProgramAccredited Aged Care Professional

SuperannuationLife InsuranceRSA Products

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Katarzyna Radzka

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263797

Postcode

4000

Bachelor of BusinessMaster of CommunicationsAdvanced Diploma in Financial PlanningTASACLv2 Commercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kate Frances Lansbury

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270254

Postcode

4000

Diploma of Financial PlanningEthics and ProfessionalismGraduate Diploma of Financial Planning

SuperannuationLife Insurance

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Kristy Ellen Longhurst

KPW LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263789

Postcode

4000

Bachelor of International BusinessAdvanced Diploma of Financial PlanningTASACLv1 Commercial LawCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kyle Michael Villanueva

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270083

Postcode

4000

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Larissa John Tapsall

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263179

Postcode

4000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Louise Scott Coleman

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261569

Postcode

4000

Revenue LawBachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Matthew Crick

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001261382

Postcode

4000

Bachelor of Business (Management)Graduate Certificate in CommerceDPP5v3 Tax for Financial AdvisingDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Natasha Renou

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268862

Postcode

4000

Bachelor of Business FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nomayer Khan Chowdhury

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267038

Postcode

4000

Introduction to Business LawTaxationBachelor of AccountingDiploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Oliver Thomas Straker

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272098

Postcode

4000

Business Law and EthicsAdvanced Taxation LawBachelor of Business (Accounting)Chartered Accountants Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Olivia Therese Raithatha

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270312

Postcode

4000

Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning.

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Parveer Singh Bassi

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268957

Postcode

4000

Bachelor of CommerceBachelor of International BusinessEthics and Professional RelationshipsFPC001B Economic and Legal Context for Financial Planning

SecuritiesGovernment Debentures

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Paul Peng Yang

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267742

Postcode

4000

Master of FinanceTaxation 531Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Peter Samuel Donahoo

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267996

Postcode

4000

Foundations of LawBachelor of Business (Marketing, Management)Bachelor of Commerce (Finance)Taxation

SuperannuationLife InsuranceRSA Products

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Rhiannan Kay Smit

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265629

Postcode

4000

Bachelor of BusinessCertified Financial Planner (CFP)FPE016FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert David Grey

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261235

Postcode

4000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningBachelor of Business (Management & Leadership)

SuperannuationLife InsuranceRSA Products

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Sarah Kate Mcsweeney

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263443

Postcode

4000

Business Law & EthicsBachelor of Business (Economics, Finance)Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF

SuperannuationLife InsuranceRSA Products

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Scott David Hayward

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272544

Postcode

4000

Diploma of Financial PlanningBachelor Business and Commerce (Major in Finance)Ethics and Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Terence Verhaar

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269232

Postcode

4000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsAccredited Aged Care Professional / Business Insurance MasterClassCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Terence Verhaar

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269232

Postcode

4000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsAccredited Aged Care Professional / Business Insurance MasterClassCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Terrie Susan Wendland

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270326

Postcode

4000

Bachelor of Business EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).FPC002B Ethics and Professionalism in Financial Advice.Commercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas John Henry Lee

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269636

Postcode

4000

Bachelor of Business (Finance)Master of Business (Applied Finance)Ethics and Professional RelationshipsFPC007B Client Engagement Skills

SuperannuationSecuritiesGovernment Debentures

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Tyler Anthony Bernard Spence

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273319

Postcode

4000

Bachelor of BusinessEthics and Professional RelationshipsFASEA Adviser ExamEconomic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Yusuf Mogammad Ebrahim-Goder

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273597

Postcode

4000

Introduction to Business LawRevenue Law: Theory & PolicyBachelor of Commerce (Accounting)ASX Listed Products Accreditation Course (LPAC)

SuperannuationLife InsuranceRSA Products

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Zukdekea Smart

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269562

Postcode

4000

Bachelor of Accounting/Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning

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Harrison Edward Baker

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2020 (6 years)

Registration #

001280108

Postcode

4000

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Beanca Catherine Monks

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001287656

Postcode

4000

Introduction to Business LawTaxation PlanningBachelor of BusinessBachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hope Rawnsley

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2021 (5 years)

Registration #

001285170

Postcode

4000

Graduate diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Francis Hansen

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001286031

Postcode

4000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Jonathon Perna

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001292347

Postcode

4000

Bachelor of Business (Financial Planning)SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin O'Malley Jones

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001286252

Postcode

4000

Bachelor of Economics (Economics and Accounting)Tax and Commercial Law for Financial PlanningEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Kate-Lyn Beyers

MWM CAPITAL PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001292808

Postcode

4000

Bachelor of Business Management (Majoring in Business Economics)Bachelor of Commerce (Majoring in Accounting and Finance)Master of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leigh Mackie

MWM CAPITAL PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001292807

Postcode

4000

Bachelor of CommerceBachelor of EconomicsGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Tape

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001282863

Postcode

4000

Introduction to Business LawRevenue Law: Theory and policyBachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

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Nicholas Charles Ferry

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001285732

Postcode

4000

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser (ASX ALPA) ProgramFPE016 Self Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Rachelle Lynn

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001283868

Postcode

4000

Introduction to Business LawRevenue law: Theory and policy in actionBachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Jack Edward Stickley

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001288557

Postcode

4000

Bachelor of Commerce (with Major in Accounting)Graduate Diploma of Chartered AccountingGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesGovernment Debentures

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James Maurice Hoare

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001292404

Postcode

4000

Bachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Joseph William Sorensen

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001292661

Postcode

4000

FNS50611 Diploma of Financial PlanningBachelor of Business (Financial Planning)FNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecurities

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Nicholas Charles Sale

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001297394

Postcode

4000

Bachelor of BusinessEthics and Professionalism in Financial AdviceAccredited Derivatives Adviser Level 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Thomas Joseph Kidd

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001292328

Postcode

4000

Bachelor of Business (Financial Planning) with Distinction

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Brendan Vugec

PWK PRIVATE WEALTH AFSL PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001285335

Postcode

4000

Bachelor of Commerce (Finance)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Damien John Sferratore

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301182

Postcode

4000

Business LawTaxation LawBachelor of Commerce (Financial Advising)Kaplan Higher Education

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Derek James Parker

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001302573

Postcode

4000

Bachelor of Business (Accountancy)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Dylan Paul Goldfinch

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001295372

Postcode

4000

Bachelor of Business (Accounting)Graduate Diploma in Financial PlanningMasters of Applied FinanceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Francis Russell Charles Lake

ORD MINNETT LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001298798

Postcode

4000

Bachelor of Business (Finance)Bachelor of Laws (Honours)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Isaac Joaquim Montaner

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297643

Postcode

4000

Bachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial Advice.Graduate Diploma of Financial Planning.Tax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Edward Cameron Cusack

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297040

Postcode

4000

Bachelor of Business (Major in Marketing)Bachelor of Commerce (Major in Finance)Diploma of Financial Planning (FNS50615)FPC008

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Mary Biddle

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001293077

Postcode

4000

FPC002B-Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFPE016Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jing Fan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001294003

Postcode

4000

Bachelor of Business AdministrationMaster of Business Administration (Personal Financial Planning)Tax and Commercial Law for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mary Clare Lorkin

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001297715

Postcode

4000

Bachelor of Business (Finance)FPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser (ASX ALPA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Adrian Owen Bateman

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309402

Postcode

4000

Intro Business and Company LawBachelor of Business and Commerce in FinanceGraduate Diploma of Financial Planning (4185 / 4186).Tax For Financial Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Carlton Kavana

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309147

Postcode

4000

Business Law and EthicsTaxationBachelor of Behavioual Science (Psychology)Bachelor of Business (Financial Planning) 9 Unit Specialisation

SuperannuationLife InsuranceRSA Products

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Jack Anthony Walsh

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304290

Postcode

4000

Bachelor of Commerce (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramFPE020 SMSF Regulation and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jamie Preston

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001306031

Postcode

4000

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan William Scott Walsh

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308834

Postcode

4000

Bachelor of Business (Financial Planning)Accredited Derivatives Advisers Level 1Tax for Financial Advising

SuperannuationSecuritiesDerivativesGovernment Debentures

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Millie Ferguson

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001304520

Postcode

4000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Nicholas Kershaw

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001309430

Postcode

4000

Bachelor of Commerce (Economics & Finance)Master of FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Sam Arthur Meadowcroft

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001304339

Postcode

4000

Bachelor of Commerce (Finance and Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Yinqing Li

ART FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309143

Postcode

4000

Master of Human Resource ManagementEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial PlanningTax and Commercial Law for Financial Planning

SuperannuationLife InsuranceRSA Products

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Camille Cruz

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310164

Postcode

4001

Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

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Ernie John Farr

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312898

Postcode

4000

Core 1Bachelor of Business Maj. Finance and Economics

SecuritiesGovernment Debentures

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James Hutchinson Grady

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310148

Postcode

4000

Bachelor of Commerce (Finance Major) / LLB (Honours)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Lauren Mccann

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310934

Postcode

4000

Certificate II in Workplace PracticesCertificate IV in Justice StudiesFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Paul Brunello

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310331

Postcode

4000

Bachelor of Business (Banking and Finance)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Lachlan Remmers

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001311523

Postcode

4000

Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC006Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Patrick Gibney

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310376

Postcode

4000

Bachelor of Commerce / EconomicsIncome Tax Law and Applied TaxationMasters of Financial PlanningPrinciples of Business and Corporations Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elinor Claire Brown

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2026 (0 years)

Registration #

001312232

Postcode

4000

Bachelor of Business (Accountancy)Graduate Diploma Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Anh Huy Tran

HILLROSS FINANCIAL SERVICES LIMITED

Not Registered

Registration #

001317225

Postcode

4000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Annie Eva O'Scanaill

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001313581

Postcode

4000

Graduate Diploma of Financial PlanningStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Benjamin William Farrell

BDO PRIVATE WEALTH ADVISERS PTY LTD

Not Registered

Registration #

001318873

Postcode

4000

Business Law and EthicsTaxation LawBacherlor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)

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Callum Anthony John Matthews

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001315622

Postcode

4000

Bachelor of BusinessBachelor of CommerceMaster of Financial Planning

SecuritiesGovernment Debentures

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Charley Megan Sheahan

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001315739

Postcode

4000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Claudia Therese White

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001318279

Postcode

4000

Bachelor of Business (Real Estate and Property Development)Graduate Certificate in BusinessGraduate Diploma Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Emma Jay Wahlin

BDO PRIVATE WEALTH ADVISERS PTY LTD

Not Registered

Registration #

001318906

Postcode

4000

Business LawBachelor of Business (Financial Planning)Taxation LawFinancial Advice Association of Australia (FAAA)

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Georgina Lily Cull

HILLROSS FINANCIAL SERVICES LIMITED

Not Registered

Registration #

001319359

Postcode

4000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Isaac Mark Wrigley

ART FINANCIAL ADVICE PTY LTD

Not Registered

Registration #

001318357

Postcode

4000

Business Law and EthicsTaxation LawBachelor of Business (Financial Planning) 9 Unit Specialisation

SuperannuationLife InsuranceRSA Products

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Jarred Patrick Walsh

ART FINANCIAL ADVICE PTY LTD

Not Registered

Registration #

001318504

Postcode

4000

Taxation for Financial PlanningEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceRSA Products

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Liam Pierre James Hegarty-Cremer

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001318599

Postcode

4000

Bachelor of Business (Finance)Bachelor of Fine Arts (Creative and Professional Writing)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Liam Roche

FORTNUM ADVICE PTY LTD

Not Registered

Registration #

001310484

Postcode

4000

Bachelor of CommerceFPC002BFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Noah Cole Hitchcock

ORD MINNETT LIMITED

Not Registered

Registration #

001319181

Postcode

4000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Rosemary Mcphail

FORTNUM ADVICE PTY LTD

Not Registered

Registration #

001315968

Postcode

4000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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