3 verified financial advisers

Financial Advisers in Chermside West, QLD

Compare registered financial advisers in Chermside West, Queensland. All listings sourced from the ASIC Financial Advisers Register.

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Lindsay Wilson★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

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

Experience

Since 1994 (32 years)

Registration #

000248990

Postcode

4032

📞 (02) 9252 2000 🌐 Website

Diploma of Financial PlanningGraduate Certificate in CommerceCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Ian Lyon

PREFERRED FINANCIAL SERVICES PTY LTD.

RegisteredTax Advice ✓

Experience

Since 1998 (28 years)

Registration #

000249990

Postcode

4032

Bachelor of Business (Accounting major)CPA ProgramRG146 Introductory Training Course (GK FP LI SC MI SP)RG146 Gap Assessment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lee Alan Walker★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

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

Experience

Since 2010 (16 years)

Registration #

000413204

Postcode

4032

📞 (02) 9252 2000 🌐 Website

Bachelor of Science with Second Class Honours (First Division) in Accounting and FinanceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nearby Financial Advisers

Chermside, QLD 8 listings · 2km Aspley, QLD 6 listings · 2km Stafford, QLD 6 listings · 3km Lutwyche, QLD 20 listings · 5km Grange, QLD 5 listings · 5km Nundah, QLD 5 listings · 5km

Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.