34 verified financial advisers

Financial Advisers in Upper Mount Gravatt, QLD

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

Showing 34 results

Neil Bruce Mclennan

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000246064
Postcode
4122
Bachelor of Business (Accountancy)Graduate Diploma in Advanced AccountingGraduate Diploma in Applied Finance and InvestmentMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Monk

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000440870
Postcode
4122
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gerard Lillis

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000440872
Postcode
4122
Bachelor of Business AccountancyDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Finanical Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Judy Maree Dolan

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001002982
Postcode
4122
Bachelor of CommerceFinancial Planning Principles and Practice8 unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kamalpreet Singh Sarai

ACTOCUE PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000236866
Postcode
4122
8 Unit Diploma of Financial PlanningDouble Degree in International Business & Commerce5 Unit CFP Certification ProgramCertificate IV Mortgage Broking
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Kamalpreet Singh Sarai

MODORAS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000236866
Postcode
4122
8 Unit Diploma of Financial PlanningDouble Degree in International Business & Commerce5 Unit CFP Certification ProgramCertificate IV Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katerina Sousalis

MODORAS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000236867
Postcode
4122
Bachelor of Visual ArtsDiploma of Financial PlanningCertificate IV in Financial Services (Finance and Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick John Kelly

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000244957
Postcode
4122
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter John Donovan

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000297694
Postcode
4122
Bachelor of CommerceDiploma of Financial PlanningAccredited Aged Care ProfessionalCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Preeyesh Rawal

MIQ PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001002436
Postcode
4122
Bachelor of Commerce in Financial Planning and InvestmentsFPC002B Ethics and Professionalism in Financial AdviceTASA 2009 and the Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Warwick James Bragg

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000306877
Postcode
4122
Bachelor of Business (Accounting and Commercial Computing)CPA ProgramSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jennifer Anne Goldsworthy

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000319974
Postcode
4122
Bachelor of Business (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin LendingAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Heather Patricia Logue

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000323893
Postcode
4122
Diploma of Financial Planning FNS50804RG146 Margin Lending & Geared InvestmentsDiploma of Financial Services (Finance & Mortgage Broking)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trent Lawrence Allen

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000440876
Postcode
4122
Bachelor of Information TechnologyBachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Mckenna

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000403268
Postcode
4122
Bachelor of BusinessApplied Finance & InvestmentsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ko-Chu Penny Chen

MIQ PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000358398
Postcode
4122
Bachelor of Business (International Business)Master of Business (Professional Accounting)CPA ProgramDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Yang Yang Du

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000385659
Postcode
4122
Bachelor of Business (International Business)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Amy Eleanor Nightingale

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000431738
Postcode
4122
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Helen Carinus

MIQ PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000461431
Postcode
4122
Diploma of Financial Servcies (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brenton Lee Gluch

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000409480
Postcode
4122
Bachelor of Creative IndustriesBachelor of EducationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Larwill

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001245948
Postcode
4122
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Natasha Johnson

MIQ PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001238587
Postcode
4122
Bachelor of Financial Planning / Bachelor of AccountingCFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Association Specialist Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Shannon Mary Mckeown

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001243319
Postcode
4122
Bachelor of BusinessAdvanced Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Jon Arnold

MODORAS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270833
Postcode
4122
Bachelor of CommerceAdvanced Diploma of Financial PlanningDiploma Of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Morgan Behrendorff

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001293539
Postcode
4122
Bachelor of ArtsBachelor of CommerceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melissa Clare Rawal

MIQ PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001294640
Postcode
4122
Bachelor of Commerce in Financial Planning and InvestmentsMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tzu-Hui Yang

MIQ PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001295234
Postcode
4122
Bachelor of Business (Banking and Finance)Graduate Diploma in Business (Applied Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Amir Rodnia

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001298905
Postcode
4122
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist Advisor (SSA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Luke Reardon

LIFE PATH FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001312484
Postcode
4122
Bachelor of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Binuri Epitawalaarachchi

MODORAS PTY LTD
Not Registered
Registration #
001320132
Postcode
4122
Diploma of BusinessBachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jesse Maurice Batterson

LIFE PATH FINANCIAL PLANNING PTY LTD
Not Registered
Registration #
001319551
Postcode
4122
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Peter Bester

MODORAS PTY LTD
Not Registered
Registration #
001318971
Postcode
4122
Bachelor of Business (Financial Planning) 9 Unit Specialisation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tara Ellen Ernst

MIQ PRIVATE WEALTH PTY LTD
Not Registered
Registration #
001319569
Postcode
4122
Bachelor of Business (Financial Planning)
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Vashist Dwarka

MODORAS PTY LTD
Not Registered
Registration #
001319777
Postcode
4122
Bachelor of Science in Finance and MathematicsMaster of Financial MathematicsGraduate 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.