2 verified financial advisers

Financial Advisers in Currumbin, QLD

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

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Trudy Kattwinkel

SYNCHRON ADVICE PTY LTD

RegisteredTax Advice ✓

📍 Level 6/71 Queens Rd, Melbourne VIC 3004

Experience

Since 2011 (15 years)

Registration #

000401434

Postcode

4223

📞 (03) 9328 3900

Bachelor of CommerceDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice.Tax Practitioners Board

Life InsuranceLife Investment

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Leesa Murphy Swain★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

📍 Level 1/607 Bourke St, Melbourne VIC 3000

Experience

Since 2021 (5 years)

Registration #

001284203

Postcode

4223

📞 1300 306 900 🌐 Website

Diploma of Finance and Mortgage Brokering ManagementBLW14 Business LawBLW32 Introduction to Australian Tax LawBachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nearby Financial Advisers

Currumbin Waters, QLD 3 listings · 0m Palm Beach, QLD 10 listings · 6km Coolangatta, QLD 8 listings · 6km Kirra, QLD 2 listings · 6km Robina, QLD 51 listings · 9km Burleigh Heads, QLD 14 listings · 9km

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.