2 verified financial advisers

Financial Advisers in Kirra, QLD

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

Showing 2 results

Ross Potter

SGN FINANCIAL PTY LTD
RegisteredTax Advice โœ“
๐Ÿ“ Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
Experience
Since 2009 (17 years)
Registration #
001005241
Postcode
4225
๐Ÿ“ž (07) 5580 9489๐ŸŒ Website
Bachelor of LawsMaster of ArtsDiploma of Financial Planning FNS50611Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas John Duffy

SGN FINANCIAL PTY LTD
RegisteredTax Advice โœ“
๐Ÿ“ Suite 1303 Lakeside 2, Bermuda Point, 1 Lake Orr Dr, Varsity Lakes QLD 4227
Experience
Since 2023 (3 years)
Registration #
001302641
Postcode
4225
๐Ÿ“ž (07) 5580 9489๐ŸŒ Website
Bachelor of Business (Finance) / Bachelor of Laws (Honours)FPC001B Economic, Legal & Ethical Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.