88 verified financial advisers

Financial Advisers in Milton, QLD

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

Showing 88 results

Alan Michael Giumelli

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1979 (47 years)
Registration #
000250623
Postcode
4064
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bruce Wayne Fullerton

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1980 (46 years)
Registration #
000263416
Postcode
4064
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ellie Maria Anastasiou

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000245149
Postcode
4064
Entry Level CompetenciesRisk ManagementSuperannuation and Retirement PlanningInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Campbell

MY SUPER FUTURE PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000339849
Postcode
4064
Bachelor of EducationBachelor of EconomicsMaster of Business Administration (Accountancy)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Savige Palmer

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1997 (29 years)
Registration #
000259268
Postcode
4064
Bachelor of CommerceDiploma of Financial PlanningAustralian Institute of Company DirectorsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesDerivativesGovernment Debentures
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Celia Jane Carroll

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
001001797
Postcode
4064
Bachelor of ScienceDiploma of Financial PlanningCFPFASEA (Financial Adviser) Exam
SuperannuationSecuritiesGovernment Debentures
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Craig Chalmers

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000252938
Postcode
4064
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSuperannuation and Retirement AdviceTax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damon Tune

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000259178
Postcode
4064
Bachelor of CommerceEthics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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Pravesh Daya

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000267346
Postcode
4064
Bachelor of BusinessGraduate Diploma in Financial PlanningEthics and Professional RelationshipsTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cameron Stewart

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000248388
Postcode
4064
Bachelor of ScienceAdvanced Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen James Bartholomew

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
001232892
Postcode
4064
Master of Business AdministrationDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Parker Matheson

MY SUPER FUTURE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001003165
Postcode
4064
Diploma Financial Services (Financial Planning) FNS50804
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Laurence Fraser

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
001002335
Postcode
4064
Bachelor of Business (Marketing)Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alistair John Milne

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
000259949
Postcode
4064
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Ethics and Professional RelationshipsAustralian Institute of Company Directors
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Richardson

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
001003924
Postcode
4064
Advanced Diploma of Financial PlanningClient Engagement SkillsEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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John Sebastian Dalle Cort

MY FORTRESS PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000293396
Postcode
4064
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Russell Edgar Mann

HUNTER GREEN PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000273590
Postcode
4064
Bachelor of Business (Accountancy)Diploma of Financial ServicesMaster of Applied FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Paul Lyons

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000247967
Postcode
4064
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Daniel Joseph Grisaffi

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
001001005
Postcode
4064
Bachelor of Business (Banking & Finance)Bachelor of Information TechnologyAdvanced Diploma of Financial Services (Financial Planning)Tier1: (928) Margin Lending
SuperannuationLife InsuranceLife InvestmentRSA Products
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John Andrew Hart

ABLE ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000288192
Postcode
4064
Bachelor of ArtsBachelor of Legal StudiesMasters of Commerce (Accounting)PS146
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kenneth Richard Bunney

MY SUPER FUTURE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001002741
Postcode
4064
Bachelor of BusinessDiploma Financial Services (Financial Planning) FNB50802Advanced Diploma of Financial Planning FNB60402RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michal Ann Lancemore

MAINVIEW SECURITIES PTY. LTD.
Registered
Experience
Since 2004 (22 years)
Registration #
000259947
Postcode
4064
Advanced Diploma in Business AccountingDiploma of Financial AdvisingGraduate Diploma in Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ivan Daniel Fletcher

MAINVIEW SECURITIES PTY. LTD.
Registered
Experience
Since 2005 (21 years)
Registration #
000291555
Postcode
4064
Bachelor of CommerceCPA ProgramGraduate Diploma in Applied Finance & InvestmentDFP8
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip Sgangarella

FINFIT WEALTH SOLUTIONS PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001000623
Postcode
4064
Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Maxwell Hartshorn

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001002851
Postcode
4064
Bachelor of ArtsBachelor of Commerce (Accounting)Corporations LawTaxation & Strategies for Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Russell Harris

HUNTER GREEN PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000300327
Postcode
4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Suzanne Grayling

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000298971
Postcode
4064
Diploma of Financial PlanningMargin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tamarra Renee Wenman

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001272475
Postcode
4064
Bachelor of Laws / Bachelor of Business (Banking and Finance)Risk ManagementSuperannuation & Retirement PlanningEthics & Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Timothy Daniel Bryce

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000312419
Postcode
4064
Bachelor of EducationDiploma of Financial ServicesGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Alexander Wade

HUNTER GREEN PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000315371
Postcode
4064
Diploma of Financial PlanningAdvanced DiplomaSelf Managed Superannuation FundsALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Gilbert Weier

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000327402
Postcode
4064
Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Earle Jones

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000317226
Postcode
4064
Diploma of Financial Services (Superannuation)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Parkinson

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
001000784
Postcode
4064
Bachelor of Business Management (International Business)Bachelors of Science (Drug Design & Development)Masters of Applied Finance (Wealth Management & Investment Management)Advanced Diploma of FinancialPlanning
SuperannuationSecuritiesGovernment Debentures
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Curt Alan Mathews

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000442359
Postcode
4064
Diploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningGraduate Diploma of Applied FinanceMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Prendergast

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000329435
Postcode
4064
Bachelor of Agricultural EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mark Osborne

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
001003897
Postcode
4064
Graduate Certificate in Applied FinanceClient Engagement SkillsEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Matthew Peter Hollyman

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000322372
Postcode
4064
Bachelor of Business (Management and Marketing)Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathan Bouris

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000344749
Postcode
4064
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Mark Mccormac

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001004117
Postcode
4064
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Salvatore Russo

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000326571
Postcode
4064
Bachelor of CommerceChartered AccountantDiploma core PS146 Skills CompetencyCertificate IV Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Mcdonald

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000326573
Postcode
4064
Bachelor of EconomicsChartered AccountantAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Holden

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000331399
Postcode
4064
Master of Professional AccountingMargin Lending and Geared InvestmentsCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Douglas John Ryan

MAINVIEW SECURITIES PTY. LTD.
Registered
Experience
Since 2009 (17 years)
Registration #
000341903
Postcode
4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Coombes

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000459078
Postcode
4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Belinda Anne Wheeley-Lea

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
001004050
Postcode
4064
FNS50804 Diploma of Financial Services (Financial Planning)FNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Mcdowell

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000454933
Postcode
4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gareth David Mcnamara

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000430684
Postcode
4064
Diploma of Financial PlanningSelf Managed Superannuatiuon FundsDFP5v3 Tax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Khouri

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000429414
Postcode
4064
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shannan Theresa Calabro

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000428778
Postcode
4064
Bachelor of CommerceDiploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Samuel Kelly

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
001000244
Postcode
4064
Bachelor of International RelationsAdvanced Diploma of Financial PlanningSelf-Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Shaun Marcel Akroyd

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000447263
Postcode
4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ahmad Ghanem

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001000255
Postcode
4064
Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Daniel James Bergman

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001235039
Postcode
4064
Diploma of Financial PlanningADA1 Level 1Margin Lending Accreditation ProgramFPC001B Economic and Legal Context for Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Erin Truscott

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000468058
Postcode
4064
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFellow Chartered Financial Practitioner ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shannon Lawrence Freney

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000462001
Postcode
4064
Bachelor of Business (Mangement and Entrepreneurship/Marketing)Accredited Listed Product Adviser ProgramDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aaron Alston

MAINVIEW SECURITIES PTY. LTD.
Registered
Experience
Since 2015 (11 years)
Registration #
001237112
Postcode
4064
Bachelor of Commerce (Accounting)Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Glen Skowronski

INDUSTRY FUND SERVICES LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
000472128
Postcode
4064
Diploma of Financial Services (Financial Planning) (FNS50804)Advanced Diploma of Financial Services (Financial Planning) (FNS60404)Self-Managed Superannuation FundsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nigel Gralton

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001236502
Postcode
4064
Bachelor of Business (Finance and e-Commerce)Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Frank Harris

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001237111
Postcode
4064
Bachelor of Business (Finance)Accredited Aged Care ProfessionalDFP5v4 Tax for Financial AdvisingFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Mitchell Boyer

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001242822
Postcode
4064
Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Louise Raylene Gibson

MY FORTRESS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001245971
Postcode
4064
Bachelor EconomicsDiploma Financial PlanningTier 1 RG146 Margin Lending (Personal Advice)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathan Joshua Bosman

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
000448243
Postcode
4064
Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation Course (FPE020)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Tariq Khan

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001247578
Postcode
4064
Bachelor of Commerce (Accounting)Master of Commerce (Applied Finance)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alexander James Hawes

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001256480
Postcode
4064
Diploma of Financial PlanningMaster of Science (Finance and Investment)FPE016 Self Managed Super FundsFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ben Thomas Marlow

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001260299
Postcode
4064
Diploma of Financial PlanningCommercial Law CourseTax for Financial Advising CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brooke Maree Gardener

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001258338
Postcode
4064
Diploma of Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joel Simmonds

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001260332
Postcode
4064
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice) CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kirsty Marie Wallace

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001259216
Postcode
4064
Diploma of Financial Planning (DFP1-4)Tax for Finanical Advising Course (DFP5v5)Bachelor of Commerce (Financial Planning)Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter-Rhys Leikas

AIA FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001254189
Postcode
4064
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEconomic & Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Robert Creaton

SPARK ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001253594
Postcode
4064
Diploma of Financial PlanningBachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Taylor Mifsud

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001252973
Postcode
4064
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPE016 Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Neil Bennett

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271781
Postcode
4064
Bachelor of Business (Finance)Diploma of Financial Planning (DFP1-3)928 Margin LendingSecurities and Managed Investments Program (DFP4)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Thomas Ellis

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001271989
Postcode
4064
Core 1 Securities & Managed InvestmentsBachelor of CommerceEthics and Professional RelationshipsFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Patricia Kristjansson

MY SUPER FUTURE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273316
Postcode
4064
Bachelor of economicsBachelor of BusinessGraduate Diploma of applied finance and investmentethics and professionalism in finacial advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rebecca Whitehead

MY FORTRESS PTY LTD
Not Registered
Experience
Since 2018 (8 years)
Registration #
001271248
Postcode
4064
Bachelor of Business in TourismGraduate Diploma of Financial Planning
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Roger James Abbott

MY SUPER FUTURE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273168
Postcode
4064
Diploma of financail Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacob Noah Prideaux

MY FORTRESS PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001302627
Postcode
4064
Bachelor of Business (Finance)Economic and Legal Context for Financial PlanningGraduate Diploma of Financial PlanningTaxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melissa Leanne Lewis

MAINVIEW SECURITIES PTY. LTD.
Registered
Experience
Since 2023 (3 years)
Registration #
000247662
Postcode
4064
Business (major accounting)Financial PlanningManagementFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Gregory Dwight

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001296944
Postcode
4064
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Briellen May Fenoglio

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001307458
Postcode
4064
Bachelor of Business (Accounting & Financial Management)Graduate Diploma of Chartered AccountingGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationSecuritiesGovernment Debentures
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James Farmer

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306643
Postcode
4064
Graduate Diploma in Business (Financial Planning)Bachelor of Business (Accountancy)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Blake White

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306241
Postcode
4064
Bachelor of EconomicsBachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Isaac Thomas Robinson

MAINVIEW SECURITIES PTY. LTD.
Registered
Experience
Since 2025 (1 years)
Registration #
001313644
Postcode
4064
Advanced Finance and EconomicsBusiness (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Saxon Healy Howard-Secombe

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001313240
Postcode
4064
Graduate Diploma in Business (Financial Planning)FPE020 SMSF Regulation and TaxationFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Genevieve Rose Date

AKUMIN FINANCIAL PLANNING PTY LIMITED
Not Registered
Registration #
001318880
Postcode
4064
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Lauder

CHARTER FINANCIAL PLANNING LIMITED
Not Registered
Registration #
001315973
Postcode
4064
Graduate Diploma in Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip Noel Ambrose

AKUMIN FINANCIAL PLANNING PTY LIMITED
Not Registered
Registration #
001316270
Postcode
4064
Bachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Patrick Mcnamara

COUNT FINANCIAL LIMITED
Not Registered
Registration #
001317054
Postcode
4064
Bachelor of Business (International Business and Sports Management)Bachelor of Commerce (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.