42 verified financial advisers

Financial Advisers in Surfers Paradise, QLD

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

Showing 42 results

Stuart Howard Whittle

SENTRY ADVICE PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000235980
Postcode
4217
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Alan Wells

ORD MINNETT LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
001004613
Postcode
4217
Bachelor of BusinessBachelor of BusinessChartered AccountantChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceSecurities
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David Wallis

ORD MINNETT LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
001005311
Postcode
4217
Bachelor of International FinanceDiploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentFixed Income Course
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Nathan Lee Blair

ORD MINNETT LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
001004521
Postcode
4217
Bachelor Of International FinanceSecurities and Managed InvestmentsADA Level 1 & 2ASX/ACH Responsible Executive
SuperannuationSecuritiesDerivatives
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Benjamin Francis Leeden

ORD MINNETT LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
001003140
Postcode
4217
Bachelor of Arts (Economics)Bachelor Of International Finance (Accounting)ADA Level 1 & 2Graduate Diploma of Applied Finance and Investment
SuperannuationSecuritiesDerivatives
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David Mitchell Yeates

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000239539
Postcode
4217
Bachelor of CommerceRisk Management for Financial Services ProfessionalsDiploma of Financial PlanningDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yankat Naidu

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001002623
Postcode
4217
Bachelor DegreeDiploma of Financial Planning(RG-146)Advanced DiplomaDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Geoffrey Oberg

LOYALTY FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000232126
Postcode
4217
Bachelor of CommerceSelf Managed Superannuatinon FundsMargin Lending and Geared InvestmentsASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adrian Rowney

ANDIKA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000307341
Postcode
4217
Bachelor of International BusinessAccredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SuperannuationSecuritiesDerivatives
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Tracy Lee Askew

ANDIKA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001000556
Postcode
4217
Bachelor of International FinanceASX Level 1 & 2 Derivatives AccreditationSDIA PS146 Accreditation Program AssessmentSuperannuation & Retirement Planning
SuperannuationSecuritiesDerivatives
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Lynda Woods

ORD MINNETT LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000319171
Postcode
4217
Diploma of BusinessGraduate Certificate in Case Management and Client ServiceProfessional Diploma in StockbrokingRegistration Certificate in Tax (financial) adviser
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Susan Howard

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000407792
Postcode
4217
Advanced Certificate in CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cesar Uylangco

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000379562
Postcode
4217
Bachelor of Science (Major in Environmental and Business Economics)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial services ( Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glen Boucher

CLUB HOLIDAYS AUSTRALIA LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000297065
Postcode
4217
RG146 Timeshare and Holiday Ownership Education Program
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Stephen Williams

CLUB HOLIDAYS AUSTRALIA LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000317361
Postcode
4217
RG146ULTIQA LIFESTYLE/Points Product
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Mark Anthony Marshall

SMSF WEALTH LICENSING PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000311582
Postcode
4217
Bachelor of Commerce in Financial Planning and InvestmentsListed Product Accreditation Course (LPAC)TASA and the TPB Code of Professional ConductSAPEPAA Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gareth James Croy

YOUR FINANCIAL ADVISOR PTY. LTD.
Registered
Experience
Since 2011 (15 years)
Registration #
000400619
Postcode
4217
Bachelor of CommerceBachelor of PropertyDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hayden Schneider

ORD MINNETT LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
001001922
Postcode
4217
Bachelor of Applied FinanceMargin Lending and Geared InvestmentsAccredited Derivatives Adviser Level 2Professional Diploma in Stockbroking
SuperannuationSecuritiesDerivatives
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Michael Cheung

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
001001472
Postcode
4217
Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darius Telegaru

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001238211
Postcode
4217
Advanced Diploma of Financial PlanningMargin LendingBachelor of CommerceFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darius Telegaru

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001238211
Postcode
4217
Advanced Diploma of Financial PlanningMargin LendingBachelor of CommerceFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Ridley

ATLAS WEALTH GROUP PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235329
Postcode
4217
Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceFASEA Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Harley Matthew Turner

TRUE WEALTH FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001250119
Postcode
4217
Diploma of Financial PlanningFASEA EXAMAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeremy Mcgroder

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001238477
Postcode
4217
Bachelor of Commerce (Accounting)Diploma of Financial PlanningTASA and Code of Professional Conduct CourseGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Richard Kertcher

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001242127
Postcode
4217
Bachelor of LawsDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Cooper

SMSF WEALTH LICENSING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001248807
Postcode
4217
Diploma in Financial ServicesTax (Financial) Adviser courseAdvanced Diploma in Financial PLanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Xue Cai

CLUB HOLIDAYS AUSTRALIA LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001246672
Postcode
4217
Managed Investment Adviser (Personal Advice)
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Yeral Rafinian

TRUE WEALTH FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001244590
Postcode
4217
Bachelor of ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tanya Hoynes

YOUR FINANCIAL ADVISOR PTY. LTD.
Registered
Experience
Since 2017 (9 years)
Registration #
001259914
Postcode
4217
Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Mcwilliams

TRUE WEALTH FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001266231
Postcode
4217
MarketingReal Estate & Property DevelopmentDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Ross Rickard

YOUR FINANCIAL ADVISOR PTY. LTD.
Registered
Experience
Since 2018 (8 years)
Registration #
001259567
Postcode
4217
Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jennifer Mcleod

ORD MINNETT LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001262635
Postcode
4217
RG146PROFESSIONAL DIPLOMA OF STOCKBROKINGSUPERANNUATION ACCREDITATIONGraduate Diploma of Financial Planning
SuperannuationSecurities
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Mitchell Eynaud

TRUE WEALTH FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001266644
Postcode
4217
Diploma of Financial PlanningBusiness ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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O'Neil Cole

TRUE WEALTH FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273390
Postcode
4217
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Samuel Searle

BLUEWATER FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271293
Postcode
4217
FNS10Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shijie Wang

CLUB HOLIDAYS AUSTRALIA LIMITED
Registered
Experience
Since 2019 (7 years)
Registration #
001277496
Postcode
4217
RG146 Timeshare and Holiday Ownership Education Program
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Zulmira Hatcher

CLUB HOLIDAYS AUSTRALIA LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001296687
Postcode
4217
RG146
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Alexander Charles Faulkner

ORD MINNETT LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001298251
Postcode
4217
Business Major in FinanceFinancial PlanningAccredited Derivatives Adviser Level 1 (ADA1) Accreditation Program
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Jy James Duffy

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001298761
Postcode
4217
Bachelor of CommerceFASEAGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Jack

ATLAS WEALTH GROUP PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001300900
Postcode
4217
Bachelor of CommerceFASEA Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Lindsay Daniel Ross

TRUE WEALTH FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001310703
Postcode
4217
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shaun Fairon

ATLAS WEALTH GROUP PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001306862
Postcode
4217
Bachelor of Business (Major in Finance)Margin Lending Accreditation ProgramSecurities & Managed Investments Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

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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.