45 verified financial advisers

Financial Advisers in Toowong, QLD

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

Showing 45 results

Gregory John William Lyons

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1988 (38 years)
Registration #
000239791
Postcode
4066
Bachelor of Business (Accountancy)Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

David John Coxon

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
001004902
Postcode
4066
Entry Level Competencies, Investment Planning 1 and Risk ManagementAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Peter John O'Callaghan

FORTNUM ADVICE PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000336292
Postcode
4066
Diploma of Financial PlanningMaster of Financial Services LawCavendish & ICFS Specialist SMSF CourseDiploma of Business, Marketing, Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sukhwindar Kaur Kerr

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1996 (30 years)
Registration #
000227570
Postcode
4066
Bachelor of Science & Master of Science in ChemistryDiploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseSelf Managed Supernnuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Rabius

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001004260
Postcode
4066
Diploma of Financial PlanningMargin lending and Geared InvestmentsTASA and the TPB Code of Professional PracticeFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Francis Martin Rigby

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000260295
Postcode
4066
Bachelor of EconomicsDiploma of Financial Planning Competencies (DFP1-4)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Justin Sherlock

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000258321
Postcode
4066
RG146 Training CourseRG146 Training CourseRG146 Training CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Neal Robert Boundy

HUNTER GREEN PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000440976
Postcode
4066
Graduate Diploma of Financial PlanningTier1: (928) Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sonia Elizabeth May Muller

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000300996
Postcode
4066
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Frederick William Sawarde

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000245187
Postcode
4066
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jonathan James Morrow

P3 FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000246804
Postcode
4066
Bachelor of BusinessAdvanced Diploma of Financial PlanningMFAA Accredited Mortgage ConsultantSelf Managed Fund Accrediation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anthony Barry Garnham

GAMMA WEALTH GROUP PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000281448
Postcode
4066
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Accredited Derivatives Adviser Level 1ASX Accredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Justine Wilesmith

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
001001638
Postcode
4066
8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brett Sau Siang Seet

BILLINGHAM ADVISERS PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001000406
Postcode
4066
Bachelor of Business (Management)Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Collin James Fox

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001002833
Postcode
4066
Bachelor of BusinessDiploma of Financial Services (Financial Planning) (FNS50804)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Allan Spicer

KPS WEALTH PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000292830
Postcode
4066
Certified Practising Accountant (CPA)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jane Cathrine Russell

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000301419
Postcode
4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jane Cathrine Russell

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000301419
Postcode
4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jane Cathrine Russell

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000301419
Postcode
4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Steven Boundy

HUNTER GREEN PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000440977
Postcode
4066
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Joshua John Hampton

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001002846
Postcode
4066
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Scott Duncan Keefer

FYG PLANNERS PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000329574
Postcode
4066
Bachelor of CommerceGraduate Certificate in Financial PlanningMaster of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Wendy Frances Celine

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000406291
Postcode
4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Michael Kolatchew

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000418846
Postcode
4066
Diploma of Financial Services (Financial Planning)Bachelor of Business (Management)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Aaron Joseph Feher

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001002819
Postcode
4066
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Jason Rodney Gordon

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000448583
Postcode
4066
Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Natalie Claire Gordon

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000441211
Postcode
4066
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Ashley Bishop

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001006908
Postcode
4066
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brenton Robert Matthews

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001009394
Postcode
4066
Bachelor of Business (Finance)FNS50611Margin Lending Adviser (Personal Advice)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Conaill Dominic Keniry

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001004356
Postcode
4066
Diploma of Financial PlanningBachelor of CommerceFPC002BGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Victoria Isobel Geneva Short

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001004697
Postcode
4066
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Allison Billington

BILLINGTONS ACCOUNTING PTY. LTD.
Registered
Experience
Since 2016 (10 years)
Registration #
001242499
Postcode
4066
Bachelors of CommerceBachelors of LawsGraduate Diploma of Chartered AccountingSPAA Specialist Accreditation Program
Self-Managed Super (SMSF)
Is this you? Claim this listing →

Helen Callaghan

KPS WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001248790
Postcode
4066
Bachelor of EconomicsAdvanced Diploma in Financial PlanningDiploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sahil Bhuller

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001249095
Postcode
4066
Advanced Diploma of Financial PlanningTier 1 SecuritiesFPC002BGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Blaine Miller

P3 FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268413
Postcode
4066
Business (Finance)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Joshua Tallon

KPS WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267479
Postcode
4066
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Behavioural Finance Professional ABFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Luke Anthony Morris

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271688
Postcode
4066
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Maria Anderson

P3 FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268414
Postcode
4066
Business EconomicsBusiness Analysis & FinanceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Renee Sullivan

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001236052
Postcode
4066
Certificate IV in AccountingCertificate IV in BookkeepingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jessica Dawn Stroud

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001285083
Postcode
4066
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Andrew Thomas Clucas

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001303041
Postcode
4066
Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

April Maree Stagg

KPS WEALTH PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001307256
Postcode
4066
Bachelor of Business (Financial Planning)Exam Standard
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jake Bongers Hallam

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306708
Postcode
4066
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Jake Bongers Hallam

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001306708
Postcode
4066
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Jake Bongers Hallam

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001306708
Postcode
4066
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →
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.