Financial Advisers in Adelaide, SA

Mark Edward Pittman

TAYLOR COLLISON LIMITED

Registered

Experience

Since 1980 (46 years)

Registration #

001002288

Postcode

5000

Bachelor of AccountingRG146ASX/SCH Responsible ExecutiveStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Alasdair James Christie Burns

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1982 (44 years)

Registration #

001239473

Postcode

5000

Margin Lending and Geared Investments

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Anthony Joseph Brosnan

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1983 (43 years)

Registration #

000241871

Postcode

5000

CFP Certified Financial PlannerCFP – Certified Financial PlannerDiploma Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Nicholas Howard George Ross

KNIGHTSBRIDGE WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1983 (43 years)

Registration #

000431659

Postcode

5000

Bachelor of Economics degreeGraduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningGraduate Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Alan Christopher Young

BAKER YOUNG LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

000436322

Postcode

5000

ASX/ACH Responsible Executive ExamEthics and Professional Relationships

Government Debentures

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Jonathan Brian Silcock

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000274413

Postcode

5000

Certified Financial PlannerDiploma of Financial PlanningMargin Lending and Geared Investments CourseSelf Managed Superannuation Funds Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tracey Margaret Mckenzie

FIRST ADVICE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000229194

Postcode

5000

Diploma of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrej Wojciechowski

ORD MINNETT LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001003564

Postcode

5000

Securities Industry EconomicsThe Australian Stock MarketFixed Interest InvestmentInvestment Planning 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Brenton Marriott

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 1986 (40 years)

Registration #

000243647

Postcode

5000

Bachelor of EconomicsMargin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)Chartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentRSA Products

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John Fowler

ORD MINNETT LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001002694

Postcode

5000

PS146 Securities, Futures, Managed InvestmentsSuperannuation AccreditationDeposit Products and Non-Cash payments

SecuritiesGovernment Debentures

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Mark Landau

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001005183

Postcode

5000

Bachelor of EconomicsAccredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesRSA Products

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Barry John Crabtree

FIRST ADVICE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000229192

Postcode

5000

Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Allan Bird

COACH INVESTMENTS PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000336790

Postcode

5000

Diploma of Financial PlanningSelf Managed Super FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Guy Langdon Collison

ORD MINNETT LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001002299

Postcode

5000

Bachelor of Economics

SuperannuationSecuritiesDerivativesGovernment Debentures

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Malcolm Robert Brown

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000263501

Postcode

5000

5 unit CFP Certification ProgramCertified Financial Planner8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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William Peter Lewis

OPTIMAL AFSL PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

001005184

Postcode

5000

Bachelor of Economics

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alison Perrott

ORD MINNETT LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

001003191

Postcode

5000

Bachelor of Business (Finance & Economics)Diploma of Financial PlanningASX/ACH Responsible ExecutiveSuperannuation Accreditation

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Glen Andrew Boath

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

000264175

Postcode

5000

Bachelor of Business (Finance)8 unit Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentRSA Products

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Ian Southwood

JBWERE LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001005472

Postcode

5000

Bachelor DegreeGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Sam Chapman

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001005988

Postcode

5000

SDIA Accreditation Program AssessmentSuperannuation ModuleASX Accredited Derivatives Adviser Program

SecuritiesDerivativesGovernment Debentures

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Scott Kirkwood

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

000242663

Postcode

5000

Advanced Diploma Financial Services (Financial Planning)Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)RG146 Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Robinson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001006199

Postcode

5000

SDIA Accreditation Program AssessmentSuperannuation ModuleASX Broker ExamMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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John Robert Piper

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001006188

Postcode

5000

Certificate in Financial MarketsAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation Program AssessmentSuperannuation Module

SecuritiesDerivatives

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Shane Mark Case

PARAGEM PTY LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

000239360

Postcode

5000

8 Unit Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Certificate in ManagementMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brenton Howard

ORD MINNETT LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001005159

Postcode

5000

Graduate diploma of Applied Finance and InvestmentFixed Income CourseLevel 2 Accredited Derivatives AdviserFinancial Services Institute of Australia (FINSIA)

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Anthony Gerald Pope

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

000259130

Postcode

5000

Bachelor of Arts (Accountancy)Professional Diploma in StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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David William John Forrest

INTEGRITY FINANCIAL (SA) PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000298317

Postcode

5000

Bachelor of EconomicsCertified Practising Accountant (CPA)Graduate Diploma in Applied Finance and InvestmentMaster of Business Administration (MBA) (Marketing & Finance Major)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Edward Jack Bell

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000315610

Postcode

5000

Bachelor of EconomicsGraduate Diploma in Financial Planning (Historical SIA/FINSIA)Life Risk Specialist (LRS) Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

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John Ronald Grocke

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

000245970

Postcode

5000

Diploma in Life InsuranceDiploma of Financial Planning (DFP1-8)Certified Financial Planner (CFP)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Guy

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000335498

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Malcolm Pittman

TAYLOR COLLISON LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001002293

Postcode

5000

Bachelor of Economics

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Lyndon Holland

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

000238608

Postcode

5000

Advanced Diploma of Financial Services (Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management/Insurance BrokingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Martiensen

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001008052

Postcode

5000

Bachelor of EconomicsMargin Lending AccreditationSuperannuation Accreditation ProgramAccredited Derivatives Adviser Level Two

SuperannuationDerivatives

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Andrew Ridpath Gartrell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001001490

Postcode

5000

Bachelor of EconomicsGraduate Diploma in Applied Finance & InvestmentInvestment Planning 1Level 1 Accredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment Debentures

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Jason William Mudge

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000242730

Postcode

5000

Bachelor of EconomicsCertified Financial Planner (CFP)8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Richard Potter

BAKER YOUNG LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000436324

Postcode

5000

Bachelor of Economics (Accounting)Applied Finance and InvestmentDerivatives ADA 1Derviatives ADA 2

Government Debentures

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Timothy Ambrose Denton

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000259449

Postcode

5000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Clarke

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005086

Postcode

5000

Bachelor of Economics (Accounting)Graduate Diploma in Applied Finance and InvestmentCertified Financial PlannerDiploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Adrian Scott Frinsdorf

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001000399

Postcode

5000

Bachelor of AccountancyDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Emma Trengove

ORD MINNETT LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005305

Postcode

5000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentFinancial Services institute of Australasia

SuperannuationSecuritiesGovernment Debentures

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Heath Visser

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000239856

Postcode

5000

Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsASX Accredited Listed Producted Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jed Thomas Richards

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001009207

Postcode

5000

Certificate in Financial MarketsRetirement Planning and Principles CourseEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivatives

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Mark Taylor

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000462817

Postcode

5000

Diploma of Financial PlanningSelf Managed Superannuation FundsCA - Chartered AccountantsCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Harris

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001002712

Postcode

5000

Bachelor of ManagementGraduate Diploma in Applied Finance and InvestmentEthics and Professional Relationships

SecuritiesGovernment Debentures

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Simon Trent Hele

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000245496

Postcode

5000

Bachelor of Education (Upper Primary/Lower Secondary)Diploma of Financial PlanningCFP Certification ProgramRG146 Licensing Compliance: Self-managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Janine Margaret Williamson

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001000442

Postcode

5000

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nigel Compton

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001003017

Postcode

5000

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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Richard Copper

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001003761

Postcode

5000

Bachelor DegreeAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Richard John Dahl

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000261094

Postcode

5000

Graduate Diploma of Applied Finance and InvestmentsDiploma of Financial PlanningCertified Financial PlannerSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Patrick Wallis-Smith

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000242718

Postcode

5000

Bachelor CommerceDiploma of Financial Planning (DFP 1-8)RG146 Margin LendingCertified Financial Planner (CFP) of Financial Advice Association Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Stuart Cross

OPENMARKETS AUSTRALIA LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001252767

Postcode

5000

Series 7,9,10,63 & 65Superannuation ModuleSDIA Accreditation Program AssessmentMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Vincenzo Musolino

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001002681

Postcode

5000

Associate Diploma AccountingCertified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ashley Kelly

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001260740

Postcode

5000

Diploma of Financial Services (Financial Planning)

SuperannuationSecurities

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Grant Hodgins

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000223015

Postcode

5000

Diploma of Superannuation ManagementDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Cunningham Rowe Oliver

OPTIMAL AFSL PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000255230

Postcode

5000

Bachelor of EconomicsDiploma of Financial PlanningEthics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Turnbull

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005307

Postcode

5000

Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerDiploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

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Piers Arundell

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005047

Postcode

5000

Bachelor of LawsSDIA Accreditation Program RG146Margin Lending and Geared InvestmentsEthics ad Professional Relationships

SecuritiesGovernment Debentures

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Quenton James Desira

OSTERMEYER INVESTMENT PARTNERS PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001006526

Postcode

5000

Diploma of Financial PlanningSMSF CertificateMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Matthew Griffiths

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006017

Postcode

5000

Diploma of Financial MarketsDiploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentMaster of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher John Launer

PINNACLE DEALER SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000322538

Postcode

5000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Membership of the Executor and Trustee Institute

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Burgess

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005075

Postcode

5000

Bachelor of Science (Mathematical & Computer Sciences)Graduate Diploma of Financial PlanningMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Denise Kay Kipling

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000235861

Postcode

5000

Diploma of Financial PlanningCFP Education ProgramFNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking)Accredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan David Kermode

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000417732

Postcode

5000

Diploma of Financial PlanningASX Accredited Listed Products Adviser ProgramSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Kathryn Elise Liebezeit

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000245498

Postcode

5000

Bachelor of Science (Mathematical and Computer Sciences)Diploma of Financial PlanningCFP Certification ProgramGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew James Norman

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000268135

Postcode

5000

Diploma of Financial MarketsSupperanuationAccredited Derivatives Adviser Level TwoMargin Lending Accreditation Program

SuperannuationDerivatives

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Michael King

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001236070

Postcode

5000

Bachelor of AccountingGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice

Superannuation

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Sarah Jean Lauridsen

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001002883

Postcode

5000

Certificate in Financial MarketsBachelor of CommerceGraduate Diploma of Financial Planning

DerivativesForeign Exchange

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Trudy-Anne Jenkins

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001234906

Postcode

5000

Graduate Diploma in Financial Planning (Historical SIA/FINSIA)Graduate Diploma Financial PlanningCFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Dall

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001236071

Postcode

5000

Bachelor of CommerceCertified Financial PlannerGraduate Diploma in Applied Finance & InvestmentMargin Lending and Geared Investments

SuperannuationSecuritiesRSA Products

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David Schmidt

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001233070

Postcode

5000

Diploma of Financial AdvisingDiploma of Financial AdvisingAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments

Derivatives

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Grantley Fraser

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001004529

Postcode

5000

Bachelor of AccountingSecurities and Managed InvestmentsADA Level 1

SuperannuationSecuritiesDerivatives

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Matthew Boase

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001236072

Postcode

5000

Bachelor of CommerceBachelor of CommerceGraduate Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Sally Louise Kolbig

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005606

Postcode

5000

Bachelor of BusinessFoundation DFP (DFP1-6)Diploma of Financial PlanningCertified Financial Planner (CFP) Education Program

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Thomas Lachlan Kidman

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001003130

Postcode

5000

Bachelor of CommerceGraduate Diploma of Finance & InvestmentFinancial Services Institute of Australasia

SuperannuationSecurities

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Travis James Hutchinson

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000241972

Postcode

5000

DiplomaFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Anthony Liegh Klatt

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000275759

Postcode

5000

Certified Financial Planner (CFP)Graduate Diploma in Management8 Unit Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Byron Wayne Bartlett

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000259447

Postcode

5000

Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Martin Cattrall

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000289310

Postcode

5000

Diploma of Financial MarketsGraduate Diploma in Financial PlanningGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Sterrey

BWP ADVISORY PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000242156

Postcode

5000

Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Grant Andrew Edwards

EDWARDS MARSHALL ADVISORY PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000239391

Postcode

5000

Bachelor of Business (Accounting)Diploma of Financial PlanningDiploma of Advanced TaxFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jane Gun

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000295262

Postcode

5000

Bachelor of BusinessGraduate Diploma in Financial Planning (Historical SIA / FINSIA).SMSF Specialist Adviser (SSA)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Andrew Humphris

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000324309

Postcode

5000

Bachelor Business (Banking & Finance)Bachelor of BusinessDiploma Financial PlanningDiploma of Financial Planning (DFP1-8)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Sean Paul Kenny

BAKER YOUNG LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000436326

Postcode

5000

DTR ExamDiploma in Financial MarketsDerivatives ADA 1Derivatives ADA 2

Government Debentures

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Nicholas Harvey Heard

LJFD PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001000551

Postcode

5000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Antony Joseph Wojcik

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001004284

Postcode

5000

Associate Diploma of AccountingAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin John Newbold

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000327214

Postcode

5000

Bachelor of Banking and International Finance8 Unit Diploma of Financial PlanningASX Accredited Listed Products Adviser (ALPA) ProgramCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brett William Schatto

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000264725

Postcode

5000

Bachelor of Commerce(Corporate Finance)Graduate Diploma in Global Wealth ManagementFPC002B Ethics and Professionalism in Financial AdviceAustralian Institute of Company Directors

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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David Andrew Seton Humble

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001001560

Postcode

5000

Entry Level CompetenciesRisk ManagementSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1 & 2

SecuritiesDerivativesGovernment Debentures

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David Phillip Yeomans

HENDERSONS FP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001003553

Postcode

5000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Frank Chapman

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005987

Postcode

5000

Graduate Certificate in ManagementMaster of Business AdministrationMargin Lending Accreditation ProgramEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Jamie Pearce

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001004283

Postcode

5000

Bachelor of AccountancyCertified Practicing AccountantCertified Practicing Accountants Program8 unit Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kon Antoniou

MY SUPER FUTURE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001002987

Postcode

5000

AccountingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kylie Jane Steene

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003393

Postcode

5000

DiplomaAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Leon Chiera

FRANKLIN ADVISORY PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005085

Postcode

5000

Bachelor of Business (property)Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Matthew David Plant

BAKER YOUNG LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000436328

Postcode

5000

Bachelor of CommerceADA Level 2ADA level 1

Government Debentures

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Michael William Smith

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000295750

Postcode

5000

Advanced DiplomaLRS Life Risk SpecialistM669 Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Stuart Johnston

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006487

Postcode

5000

Graduate Certificate in ManagementMaster of Business AdministrationFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Zbigniew Koral

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000242763

Postcode

5000

Bachelor of CommerceChartered Accountant8 unit Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Peter Crompton

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000337689

Postcode

5000

Accredited Derivatives Adviser Level OneMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level Two

SecuritiesDerivatives

Is this you? Claim this listing →

Su Fong Goh

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000337452

Postcode

5000

Bachelor of Commerce (Accounting, Finance & Systems) HonoursIntensive Course in Financial PlanningInsurance & Risk Management in Financial PlanningCertified Financial Planner

SuperannuationSecuritiesGovernment Debentures

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Toby Michael Grimm

BAKER YOUNG LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000436327

Postcode

5000

ADA Level 1ADA Level 2Ethics & Professionalism in Financial Advice

Government Debentures

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Andrew David Mccracken

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001002679

Postcode

5000

Bachelor of Business (Economics and Finance)Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningGraduate Diploma of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Spears

ORD MINNETT LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001004496

Postcode

5000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Applied Finance & InvestmentTax Practitioners Board

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Chad Appleby

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000263894

Postcode

5000

Bachelor of Economics8 Unit Diploma of Financial PlanningCertified Financial Planner ProgramMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeff Potter

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005240

Postcode

5000

Bachelor of Commerce (Finance and Accounting)Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentEthics and Professional Relationships

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Judith Ruth Hughes

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001003470

Postcode

5000

Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Mark Shrimplin

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000278685

Postcode

5000

Advanced Diploma Financial Services (Financial Planning)Fellow Chartered Financial Practitioner (FChFP)Graduate Certificate in Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rashmi Shankar

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001003958

Postcode

5000

Bachelor of CommerceDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)Tax Practitioner Board

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Richard John Lovell

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000247689

Postcode

5000

Bachelor of Commerce (Corporate Finance)8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Stefano Giuseppe Capuano

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000291894

Postcode

5000

DiplomaCFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Templer Woodrow

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001000340

Postcode

5000

Bachelor of Economics8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Anthony Michaels

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000259128

Postcode

5000

Bachelor of ScienceGraduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningFPC002B ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Craig Mellors

LJFD PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000239318

Postcode

5000

Diploma of Financial AdvisingCertificate of Completion in Self Managed Superannuation FundsCertificate of Completion in Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Damian Brunello

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

000278865

Postcode

5000

Bachelor of Applied Science (Exercise and Sports Science)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics and Professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Arcadiou

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000247749

Postcode

5000

Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darren James Furst

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000299805

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin LendingSelf managed Superannuation Fund AdviserFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Ian Crase

CARLSHURST INVESTMENTS PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001253531

Postcode

5000

INSTITUTE OF CHARTERED ACCOUNTANTS (PROFESSIONAL YEAR)MASTER OF BUSINESS ADMINISTRATIONBACHELOR OF ECONOMICSCERTIFIED FINANCIAL PLANNER

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Scott Freer

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000231491

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSuperConcepts Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Gavin Branford

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000244581

Postcode

5000

Diploma of Financial PlanningRG146 Margin LendingFinancial Advice Association of Australia (FAAA)Institute of Public Accountants (IPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Leah Shannine Cecere-Palazzo

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000239434

Postcode

5000

Bachelor of EconomicsDiploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Marcus Campbell

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001255985

Postcode

5000

Bachelor of ScienceBachelor of Management (Marketing)ASX Accredited Derivatives Adviser Level OneASX Accredited Derivatives Adviser Level Two

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Mark Bastiaans

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000296627

Postcode

5000

Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Christopher Mcinerney

MBFS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000242272

Postcode

5000

Bachelor of EducationAdvanced Diploma of Financial ServicesEthicsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Ian Crump

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001001166

Postcode

5000

Fellow of the Institute of Actuaries AustraliaSMSF Specialist AdvisorAdvanced Diploma of Financial Services (Financial Planning)Chartered Tax Adviser (CTA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stephen Cameron

STELLAN CAPITAL GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000299932

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Steven Michael Wild

EDWARDS MARSHALL ADVISORY PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000269160

Postcode

5000

Bachelor of Arts (Accountancy)Chartered Accountants ProgramGraduate Diploma of Financial PlanningCA SMSF Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brian Rodney William Magill

BLUEWATER FINANCIAL ADVISORS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000252677

Postcode

5000

FNS60404Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darren Chalk

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000259181

Postcode

5000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darren Hocking

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000312253

Postcode

5000

Diploma of Financial Services (Financial Planning)Bachelor of ManagementAdvanced Diploma Financial Services (Financial Planning)Margin Lending Accreditation Program

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Mcarthur

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001106

Postcode

5000

Bachelor of Economics (Politics Major)Graduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Davide Domenico Grenci

AFFINITY GROUP ADVISERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000461661

Postcode

5000

Bachelor of AccountancyGraduate Diploma of Financial PlanningCertificate IV in Financial ServicesSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ian Douglas Helmore

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000341318

Postcode

5000

Diploma of Financial Planning DFP1-8Certified Financial PlannerSelf Managed Superannuation FundsMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

James Francis Barratt

MBFS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000260797

Postcode

5000

Bachelor Od EducationAdvanced Diploma of Financial ServicesEthicsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Gosnell

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001006031

Postcode

5000

General Securities Representative (Series 7) ExaminationGraduate Diploma of Applied Finance and InvestmentAcrredited Derivatives Adviser Level 2 ExamMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Jason George Vozvotecas

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005433

Postcode

5000

Bachelor of Arts (Biological Science)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Angus Hamilton

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002678

Postcode

5000

Graduate Diploma Applied Finance and InvestmentsAdvanced Diploma Financial Services (FP)Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mathew Wilkshire

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000267422

Postcode

5000

Bachelor of ScienceDiploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser Education ProgramMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Miranda Eleanor Moyle

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000264453

Postcode

5000

Bachelor of CommerceDiploma of Financial PlanningCFP Certification ProgramAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Nicolaas Seret

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002298

Postcode

5000

Bachelor of Commerce (International Business)Graduate Diploma in Applied Finance and Investment

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

Is this you? Claim this listing →

Peta Ann Nunn

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000264480

Postcode

5000

Diploma of Financial Planning5 unit CFP Certification ProgramGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Theodoros Balomenos

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001234703

Postcode

5000

Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chris Demetris Papayianis

HIGHER ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000396549

Postcode

5000

Diploma in Business (Credit Management)Bachelor of Applied FinanceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Nelson

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000472391

Postcode

5000

Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningSMSF Specialist AdvisorFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hamish Lorimore Zerbe

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000311583

Postcode

5000

Diploma of Financial AdvisingASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeanette Belton

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005899

Postcode

5000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma Of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Charles Ferrier

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001002308

Postcode

5000

Bachelor of Business (International Trade)Derivatives Level 1/2 TribecaMargin LendingRG146

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Justin John Putman

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000354017

Postcode

5000

Foundation DFPAdvanced Diploma Financial Services (Financial Planning) FNS60404Advanced Diploma of Financial Services (Financial Planning)Diploma Financial Services (Financial Planning) FNS50804

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nick Kidman

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001003129

Postcode

5000

Securities and Managed InvestmentsADA Level 1

SuperannuationSecurities

Is this you? Claim this listing →

Richard Staunton

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005290

Postcode

5000

Diploma of Financial Services (Financal Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Robert Allan Ellis

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001000807

Postcode

5000

Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rocco Zappia

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001239707

Postcode

5000

Bachelor of EconomicsDiploma of Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sam Bridgwood

FRANKLIN ADVISORY PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005067

Postcode

5000

Bachelor of Business (Banking and Finance)Graduate Diploma in Financial PlanningGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Samuel Roger Nunn

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001001668

Postcode

5000

Bachelor of Economics8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCERTIFIED FINANCIAL PLANNER®

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Allan Taylor

LIONSGATE FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

000305596

Postcode

5000

Self Managed Superannuation FundsEstate PlanningAged Care StepsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Apostolos Katranis

SA WEALTH SOLUTIONS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000336076

Postcode

5000

Bachelor Applied FinanceBachelor of CommerceRG146 Margin LendingFellow Chartered Financial Practitioners (FChFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brian John Rayner

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003917

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Salvador Leon

STELLAN CAPITAL GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005728

Postcode

5000

Advanced Diploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2Graduate Certificate in Applied FinanceACPM Certified Portfolio Manager

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Jawad Ahmad

THORNTON GROUP (AUSTRALIA) PTY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000307873

Postcode

5000

Bachelor of FinanceDiploma of Financial Services (Financial Planning) (FNS50804)Graduate Diploma in Global Wealth ManagementSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lisa Moran

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001008477

Postcode

5000

Bachelor of International BusinessDiploma of Financial ServicesMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services

Superannuation

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Mark Jeffery Vincent

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000302616

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mataan Dunning

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001251867

Postcode

5000

Bachelor of Applied FinanceBachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Megan Renee Turner

DDMA PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001000304

Postcode

5000

Diploma Of Financial Services (Financial Planning)Advanced Diploma Of Financial ServicesCertificate III in Financial Services (Accounts Clerical)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Roy Bishop

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000304871

Postcode

5000

Bachelor DegreeAdvanced Diploma

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Nicholas James Girdler

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000285353

Postcode

5000

Bachelor of EconomicsApplied Self-Managed Super Fund AdviceCertificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samantha Harrison

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000306193

Postcode

5000

Bachelor of FinanceGraduate Diploma of Charted AccountingMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Shaun Bitter

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001273029

Postcode

5000

Certified Financial PlannerLife Risk SpecialistAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning with Distinction)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Thomas William Hicks

STELLAN CAPITAL GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005710

Postcode

5000

Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Troy Matthew Gallasch

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000300181

Postcode

5000

Bachelor of Business (Banking & Finance)Graduate Diploma in Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Wesley Paul Russell

LATITUDE PRIVATE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003937

Postcode

5000

RG146 Securities & DerivativesDiploma of Financial Planning FNS50804Bachelor of ManagementRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Brian Goodhand

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002677

Postcode

5000

Graduate Diploma Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAustralian Institute of Company Directors (AICD)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Hiscock

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000319887

Postcode

5000

Advanced Diploma of Financial ServicesCertificate IV Finance and Mortgage BrokingMargin LendingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Tate

ORD MINNETT LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001004593

Postcode

5000

ADA Level 1 & 2Superannuation AccreditationDiploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Fraser Iain Macleod

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000310248

Postcode

5000

Bachelor of Arts (Marketing)Diploma in Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Giuseppe Papalia

AFFINITY GROUP ADVISERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003350

Postcode

5000

Bachelor of AccountancyGraduate Diploma of Financial PlanningCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hayden Loxton

THORNTON GROUP (AUSTRALIA) PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000412057

Postcode

5000

Bachelor of Int'l BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Helga Baxter

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000233135

Postcode

5000

Diploma of Financial AdvisingCertified Financial Planner (CFP)Certificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Inglis

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005163

Postcode

5000

Bachelor of BusinessBachelor of Commerce (Corporate Finance)Diploma of Financial Services (Financial Planning)Graduate Certificate in Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jarrod Cooper

ORD MINNETT LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005385

Postcode

5000

Bachelor of Economics and FinanceSecurities & Derivatives Industry Associate Accreditation ProgramADA Level 1Margin Lending Accreditation

SuperannuationSecuritiesDerivatives

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Jonathan Buob

THE ADVICE EXCHANGE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000319018

Postcode

5000

Bachelor of FinanceGraduate Diploma of Financial PlanningSelf Managed Super FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Linda Austin

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001004877

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Mark Andrew Harris

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001002368

Postcode

5000

63625473Bachelor of Laws and Bachelor of CommerceGraduate Diploma in Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Matthew Kerrish

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001001729

Postcode

5000

Diploma of Financial MarketsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSuper Concepts & ICFS Specialist SMSF Course Online

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Paul Strickland

PINNACLE DEALER SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005603

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Toffoli

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2007 (19 years)

Registration #

001001986

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

Superannuation

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Ryan Bamford

ORD MINNETT LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001004518

Postcode

5000

Bachelor of Applied FinanceADA Level 1Superannuation AccreditationMargin Lending

SuperannuationSecuritiesDerivatives

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Sailesh Kumar

UNITED SUPER PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000422952

Postcode

5000

Diploma Financial PlanningAdvanced Diploma Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Sam Saunders

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005273

Postcode

5000

Bachelor of CommerceSelf Managed Superannutation FundsGraduate Diploma in Applied Finance and Investment

SecuritiesGovernment Debentures

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Stephen Stanislaus Gibson Spencer

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001002295

Postcode

5000

MLC101MLC204Bachelor of Commerce (Accounting and Finance)Master of Business Administration Advanced

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Tom Gray

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001002705

Postcode

5000

Bachelor of BusinessThe Securities & Derivatives Industry Association Accreditation ProgramMargin Lending and Geared InvestmentsEthics and Professional Relationships

SecuritiesGovernment Debentures

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Anastasios George

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000341912

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony William De Pizzol

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001254812

Postcode

5000

Bachelor of Economics, CommerceMargin Lending Accreditation ProgramDiploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Cassandra Anne Macolino

STELLAN CAPITAL GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001000296

Postcode

5000

Bachelor of ArtsBachelor of Management MarketingMaster of Taxation and Financial PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Christopher Paul Naraniecki

WEALTH TODAY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000335438

Postcode

5000

Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Dave Stock

FRANKLIN ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005293

Postcode

5000

Financial Planning Skills IFinancial and Investment ProductsDeposit Products and Non-Cash paymentsManaged Investments Accreditation

SecuritiesGovernment Debentures

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David John Slovinec

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000332395

Postcode

5000

Bachelor of Business (Marketing)Margin LendingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Evan Peter Hurse

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005594

Postcode

5000

ASX Accredited Derivatives Adviser L1Margin Lending and Geared InvestmentsAdvanced Diploma Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Harris Hagias

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001004138

Postcode

5000

Graduate Diploma in Global Wealth ManagementRG146 Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Henry Sean Mcquinn

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000325548

Postcode

5000

Bachelor of Business and CommerceThe SDIA Accreditation ProgramSuperannuationEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

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Karen Sowle

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005597

Postcode

5000

Associate Diploma in BusinessBachelor of BusinessGraduate Diploma in Financial PlanningCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Kathy Porter

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001003712

Postcode

5000

Certificate of Superannuation ManagementDiploma of Finanical PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Matthew Ryan Schutz

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001002682

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Sanderson

MACQUARIE BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005271

Postcode

5000

Bachelor of Business (Banking and Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) Investment ManagementMaster of Professional AccountingGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Sanderson

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005271

Postcode

5000

Bachelor of Business (Banking and Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) Investment ManagementMaster of Professional AccountingGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Susan Antoun

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001002292

Postcode

5000

Bachelor of Economics (Accounting)Rg146Certified Compliance Professional (CCP)CPA Australia (CPA)

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Zacharias Ioannis Zacharia

CENTRA WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000415171

Postcode

5000

Bachelor of AccountancyDiploma of Financial ServicesASX Accredited Derivatives Adviser Level 2Margin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Aldo Domenico Viviani

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000340061

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Asha Renee Burrows

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000338635

Postcode

5000

Bachelor of Applied Science (Recreation Planning and Management)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brant James Weir

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001273414

Postcode

5000

Bachelor of FinanceMaster of Applied FinanceCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Darren Richard Coles Farley

ENVA AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000334251

Postcode

5000

Bachelor of CommercesmsfDiploma of Financial Services (Financial Planning)Certificate IV finance & Mortgage broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David William Giovanelli

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003741

Postcode

5000

Bachelor of ArtsBachelor of LawsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

DerivativesForeign Exchange

Is this you? Claim this listing →

Emilia Stavrou

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001002307

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Applied FinanceAccredited Derivatives Adviser Level 1

SuperannuationLife InsuranceLife InvestmentSecurities

Is this you? Claim this listing →

Greg Crowe

ORD MINNETT LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001005122

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Helen Louise Arthur

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000335658

Postcode

5000

Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Jason Luke Zanini

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000334904

Postcode

5000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP) Education Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ljubica Kierno

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001008469

Postcode

5000

Bachelor of EconomicsDiploma of Financial AdvisingMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Costello

JBWERE LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001005489

Postcode

5000

Bachelor DegreeCFA CharterholderEthics and Professionlism in Financial AdviceChartered Financial Analyst Institute (CFA Institute)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Ninoslav Anthony Matkovic

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000285648

Postcode

5000

Bachelor of ArtsDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Susan Scott Khoo

SHENTON PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000335185

Postcode

5000

Diploma of TeachingDiploma of Financial ServicesCertificate of Margin Lending and GearingTax (Financial) Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Lambert

KNIGHTSBRIDGE WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000466493

Postcode

5000

Business Commerce (Corporate Finance)Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationSecuritiesGovernment Debentures

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Thuy Hoang

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003465

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tristan Barnes

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

001260503

Postcode

5000

Bachelor of CommerceCertificate of Superannuation ManagementAdvanced diploma of financial services (financial planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexandra Jane Burridge

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000378919

Postcode

5000

Bachelor of Medicine/ SurgeryGraduate Diploma in BusinessGraduate Diploma of Oenology (Winemaking)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Amy Louise Hoskins

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000345548

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Hilliard

HENDERSONS FP PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000378235

Postcode

5000

Bachelor of EconomicsSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Tavis Sutherland

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000388182

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund Advisor (Personal Adviser)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Caleb Winston Reeves

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000344462

Postcode

5000

Bachelor of FinanceDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningIntroduction to Self-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Roscio

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000393187

Postcode

5067

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Danny Beshara

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001270082

Postcode

5000

Bachelor of Commerce and Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

David Eric Olsen

JBWERE LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003388

Postcode

5000

Bachelor of EconomicsDiploma of Financial ServicesBachelor of Laws with HonoursGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

David John Cahill

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004071

Postcode

5000

Bachelor of Management (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gennaro Zerella

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000385782

Postcode

5000

Bachelor of EconomicsGraduate Certificate Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hong Zhang

LJFD PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001270085

Postcode

5000

Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Masters of Business in FinanceEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ilario Squillace

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004010

Postcode

5000

Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Re

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000367845

Postcode

5001

Bachelor of CommerceGraduate Diploma of Financial PlanningEthics & Professionalism in Financial AdviceSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Paul Connelly

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000381347

Postcode

5000

Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Paul Adam Cetrangolo

LJFD PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000343570

Postcode

5000

RG146 Margin LendingAdvanced Diploma Financial Services (Financial Planning) FNS60404Cavendish & ICFD Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Simon Mark Wotherspoon

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000355731

Postcode

5000

Bachelor of ManagementGraduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Thomas Huxtable

JBWERE LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001005522

Postcode

5000

Bachelor of Commerce (Accounting)Accredited Derivatives Adviser Level 1Certified Financial Planner (5 unit CFP Certification Program)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Yee Wah Hooi-Duran

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000342

Postcode

5000

Bachelor of Business (Banking and Finance)Master of Business (E-business)FN60404 Advanced Diploma of Financial Services (Financial Planning)FNS50804 Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew John Parker

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002541

Postcode

5000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending Accrediation ProgramBachelor of BusinessSMSF Specialist Advisor

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Astrid Katharina Lynch

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004972

Postcode

5000

Bachelor of Applied FinanceBachelor of CommerceChartered AccountantChartered Accountant Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Ben Cooper

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001238428

Postcode

5000

Bachelor of CommerceFinancial Services (Financial Planning)Economic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Coby Faulkner

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000405582

Postcode

5000

Bachelor of CommerceDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Rothall

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001002345

Postcode

5000

Bachelor of Applied FinanceSelf Managed Super FundsAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Dominic Kwok

MACQUARIE BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003324

Postcode

5000

Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ghenwa Alaeddine

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000413960

Postcode

5000

Bachelor of Banking and International FinanceRisk ManagementInvestment Planning 1Superannuation & Retirement Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Hui Xu

BEXCEED TAX & ACCOUNTING SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001264611

Postcode

5000

CPA ProgramPublic Practice ProgramAccountants Self Managed Superannuation Funds packageEthics and professionalism in financial advice

Self-Managed Super (SMSF)

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Lachlan Wade Kennett

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000412868

Postcode

5000

Bachelor of International BusinessGraduate Diploma of Applied Finance (Financial Planning major).Margin Lending AccreditationTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Cullen

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002687

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Butler

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

001255189

Postcode

5000

Bachelor of ScienceGraduate Diploma of EducationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

Superannuation

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Nathan Ross Baker

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000404093

Postcode

5000

Self Managed Superannuation FundsAdvanced DiplomaCFPEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Nicky Dwyer

BWP ADVISORY PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000299439

Postcode

5000

AccountingFinancial PlanningFinancial PlanningCFP Certification Programme

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rosland Elizabeth Whitehead

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005605

Postcode

5000

Bachelor of ArtsBachelor of Laws (LLB)Graduate Certificate in Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Scott Leigh Dawson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001006069

Postcode

5000

Margin LendingMaster of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Scott Michael Mcconville

FIRST ADVICE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000415542

Postcode

5000

Bachelor of Commerce (Finance Major)Diploma of Financial Services (Financial Planning)DPML Margin LendingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amit Odhavji

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000432584

Postcode

5000

Diploma of Financial PlanningMargin LendingCertified Practicing Accountants ProgramBachelor of Commerce (Accounting)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Briohny Powell

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

000431889

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate diploma of financial planningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Catherine Odette Wells

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000324989

Postcode

5000

Advanced Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products Adviser ProgramBachelor of Business (Financial Planning)Margin Lending Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher James Eddington

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001002291

Postcode

5000

COMMLAW1004COMMLAW3500Bachelor of Commerce (Corporate Finance)RG146

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Glenn Adam Pycock

OPENMARKETS AUSTRALIA LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000426962

Postcode

5000

Diploma of Financial Services (Financial Planning)Self Managed Super FundsGraduate Diploma in Financial PlanningMasters of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Jade Philip Eley

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000439266

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Joshua Fileti

PARAGEM PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001002826

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation FundsBachelor of Business (Finance)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Krzysztof Andrzej Cynkar

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001001107

Postcode

5000

Bachelor of Commerce (Accounting)Bachelor of FinanceGraduate Diploma of Financial PlanningMasters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leszek Jarco

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000429468

Postcode

5000

Diploma of Financial Services (Financial Planning)Bachelor of International FinanceMargin LendingSMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Matthew Allan

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001004164

Postcode

5000

Bachelor of Finance (International)Diploma of Financial ServicesAdvanced Diploma of Financial ServicesDFP5v5 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Daniel Anderson

PINNACLE DEALER SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000422116

Postcode

5000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Master of Applied Finance (Major in Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pieter Hendrik Botha

LIONSGATE FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

000421593

Postcode

5000

Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Renee Zimmermann

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

000431326

Postcode

5000

Bachelor of business (international business)Diploma of Financial Services (Financial Planning)Advanced diploma of financial services (financial planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Toby Perkins

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002908

Postcode

5000

Bachelor of Commerce (Corporate Finance)Graduate Diploma in Global Wealth ManagementFNS60404 Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dane Charles Avery

HENDERSONS FP PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000454658

Postcode

5000

Bachelor of CommerceAdvanced Diploma of Financial PlanningDiploma of Financial PlanningCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Laurence Cundy

BWP ADVISORY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001108

Postcode

5000

Bachelor of EconomicsBachelor of FinanceDiploma of Financial ServicesGraduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Emma Casasola

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000442665

Postcode

5000

Certificate 3 Financial Services (Accounts Clerical)Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Rebecca Elizabeth Jayne

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000449414

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Chan

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003676

Postcode

5000

Bachelor of Business (Property)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Thomas Barlow

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001000300

Postcode

5000

Bachelor of Commerce (Corporate Finance, Accounting)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Angelita Statton

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001006888

Postcode

5000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Markets)Ethics and Professionalism in Financial Advice

Foreign Exchange

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Daniel Lawrence Superina

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001004305

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF CourseMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Danielle Brooke Jones

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001002674

Postcode

5000

Bachelor of Business (Commercial Law)Advanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceClient Engagement Skill

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Catt

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001717

Postcode

5000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Geoffrey Mead

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000458808

Postcode

5000

Bachelor of Arts in AccountacyDiploma in Financial PlanningAdvanced Diploma of Financial PlanningCertificate in Margin Lending

SuperannuationLife InvestmentGovernment DebenturesRSA Products

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Eben Lok

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001276007

Postcode

5000

Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ian Raymond Evans

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001236978

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF Core CourseFCB002B Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

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Jeremy Leach

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001730

Postcode

5000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceCertified Financial Planner (CFP)SMSF Core Course

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Joshua De Garis

PARAGEM PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001001011

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kyle Vause

EDWARDS MARSHALL ADVISORY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005034

Postcode

5000

Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Downing

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001001719

Postcode

5000

Bachelor of Applied ScienceGraduate Diploma of Financial PlanningAdvanced Self Managed Superannuation FundsCertified Financial Planner

SuperannuationSecuritiesDerivativesGovernment Debentures

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Steven Paul Weinmann

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000447661

Postcode

5000

Bachelor of FinanceBachelor of Commerce (Accounting)Graduate Diploma Chartered AccountingProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Surinder Singh

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001235525

Postcode

5000

Diploma of Financial PlanningMasters of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aaron D Trombetta

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233042

Postcode

5000

Master of Applied FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ann Kinnane

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237124

Postcode

5000

Honours Degree of Bachelor of Laws and ArtsAdvanced Diploma of Financia PlanningTaxation for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Bach Pham

THE ADVICE EXCHANGE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001006499

Postcode

5000

Advanced Diploma in Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Bianca Letice Samra

MACQUARIE BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001238206

Postcode

5000

Bachelor of CommerceGraduate Diploma of Financial PlanningTier 2 Deposit Products and Non-cash Payment Facilities (general advice)Tier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Jonker

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233888

Postcode

5000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceMaster of Applied FinanceAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christos Demosthenes Carapetis

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001238205

Postcode

5000

Bachelor of EconomicsBachelor of Commerce (Corporate Finance)Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Schulz

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001007555

Postcode

5000

Bachelor of ScienceFNS50611 Diploma of Financial PlanningFNS60410 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Elizabeth Anne Anderson

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000346899

Postcode

5000

Diploma of Financial Services (Finance/Mortgage Broking Management)Advanced Diploma of AccountingAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Francesco Zappia

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237960

Postcode

5000

Bachelor of Commerce (Accounting)Diploma of Financial PlanningClient Engagement SkillsEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hugo Edgardo Jovel

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001002171

Postcode

5000

Bachelor of Business and CommerceCertified Practicing AccountantCertified Practicing Accountants ProgramDiploma of Financial Planning FNS50611

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jarod Charles Winders

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001270230

Postcode

5000

Diploma of Finance and Mortgage Broking Management7269AFE/7815AFE Ethics and ProfessionalismMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jodie Garden

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001232903

Postcode

5000

Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Economics & Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)CERTIFIED FINANCIAL PLANNER

SuperannuationSecuritiesGovernment Debentures

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Jordan Thomas Kitto

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001271607

Postcode

5000

Bachelor of Applied FinanceGraduate Diploma of Financial PlanningSMSF Regulations and TaxationFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshmon Welke

MACQUARIE BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001003310

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshmon Welke

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001003310

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Karen Els

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233305

Postcode

5000

Honours Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma Of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kaye Taing

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007538

Postcode

5000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics & Professional Standards for Financial Advisers

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Linda Panaszek

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001235689

Postcode

5000

Diploma of Financial MarketsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningBachelor of Commerce

Superannuation

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Marc Travis Cook

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001232861

Postcode

5000

Bachelor of CommerceDiploma Financial Planning FNS50611Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marissa Han

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001241946

Postcode

5000

Bachelor Of CommerceDiploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ralph Justin Bryant

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236210

Postcode

5000

Bachelor of Commerce (Corporate Finance)Diploma of Financial PlanningAccredited Derivatives Adviser Level 2Tier 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Ray Senior

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001234424

Postcode

5000

Diploma of Financial Planning (DFP1-3)Securities and Managed Investments (DFP4)Commercial Law CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Samuel Taylor

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233981

Postcode

5000

Bachelor of Commerce (Corporate Finance)Diploma of Financial PlanningSecurities and Managed InvestmentsMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Ryan Johnson

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001235852

Postcode

5000

Bachelor of Commerce (Finance)FNS60415 Advanced Diploma of Financial PlanningTier 1 Margin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Travis Wade Modra

HENDERSONS FP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008640

Postcode

5000

Graduate Diploma in Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Warwick James Edwards

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001240596

Postcode

5000

Diploma of Financial Services (Financial Planning)ADVANCED Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Warwick James Edwards

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001240596

Postcode

5000

Diploma of Financial Services (Financial Planning)ADVANCED Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ben Busby

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001244330

Postcode

5000

Bachelor of Business and EconomicsRG146 for the Superannuation IndustryDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Bjorn Elix

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242825

Postcode

5000

Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)Margin LendingSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Chelsea Lauren Schar

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245717

Postcode

5000

Bachelor of Commerce (Corporate Finance)Accredited Listed Product Adviser ProgramMaster of Applied Finance (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Emily Tara Freundt

SHENTON PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243681

Postcode

5000

Certificate of Market ResearchBachelor of CommerceDiploma of Financial PlanningFASEA Financial Adviser (Ethics) Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ivan Oulianoff

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001238864

Postcode

5000

Bachelor of Laws and Legal PracticeBachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Jack Llewellyn Fosdike

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001240665

Postcode

5000

Diploma of Financial PlanningMargin Lending Accreditation ProgramAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Jasmyn Pfeiffer

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001238997

Postcode

5000

Accredited Aged Care Professional ProgramDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan Iain Walton

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249626

Postcode

5000

Bachelor of Business (International Business, Finance and Trade)FNS50615 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Larry Li

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246997

Postcode

5000

Bachelor of EngineeringMasters of EconomicsChartered Financial Analyst (CFA)Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Maria Faskheeva

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240614

Postcode

5000

Bachelor of CommerceDiploma Financial Planning FNS50611RG146 928 Margin LendingRG146 Securities & Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Amato

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001253466

Postcode

5000

Bach of Commerce (Corp Finance)National DTR AccreditationRG 146Graduate Diploma Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Melissa Miller

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244081

Postcode

5000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningASX Listed Products Accreditation CourseCommercial Law Course (TASACLv2)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nigel Martin Stewart

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246374

Postcode

5000

Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 1

SecuritiesDerivativesGovernment Debentures

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Nikola Radoicic

SA WEALTH SOLUTIONS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248108

Postcode

5000

Bachelor of Commerce & Applied FinanceDiploma Finance and Mortgage BrokingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Paula Alice Walker

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001316775

Postcode

5000

Bachelor of CommercePostgraduate Diploma in AccountancyPostgraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shari Neagle

BWP ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001239342

Postcode

5000

Bachelor of Business(Accounting)CPA AccreditationSMSF Specialist Advisor (SSA)Financial Planning

SuperannuationRSA Products

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Stefan Nicholas Melito

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001242082

Postcode

5000

Bachelor of CommerceCertificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Musolino

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001256880

Postcode

5000

Bachelor of Applied FinanceDiploma of Financial PlanningAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Williams

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001253712

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anita Allan

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255673

Postcode

5000

Bachelor of CommerceChartered Accountant ProgramGraduate Certificate in Financial Planning (FINSIA)RG146 Licensing Training of Financial Product Advisers

SuperannuationLife InsuranceLife InvestmentRSA Products

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Darren Craig Klenk

D C & S J KLENK INVESTMENTS PTY LTD

Not Registered

Experience

Since 2017 (9 years)

Registration #

001264992

Postcode

5000

Bachelor of EconomicsGraduate Diploma AccountingChartered AccountantRegistered Tax Agent

Self-Managed Super (SMSF)

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Kerry Bosnich

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255678

Postcode

5000

Diploma of Business StudiesBachelor of CommerceSMSF Specialist Advisor ProgramDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Kyle Sutton

TAYLOR COLLISON LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001258020

Postcode

5000

Bachelor of Commerce (Corporate Finance)Diploma of Financial PlanningAdvanced Diploma of Financia PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Paula Murray

MURRAY BUSINESS SOLUTIONS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001250663

Postcode

5000

Bachelor of Business Commercial LawBachelor of CommerceAspects of SMSF Specialist Advisor CourseDiploma of Financial Planning

Self-Managed Super (SMSF)

Is this you? Claim this listing →

Svetlana Ushenin

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001260965

Postcode

5000

Bachelor of Commerce (Corporate Finance and Accounting)Graduate diploma in financial planningMasters of Applied FinanceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tania Rachel Smyth

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001258562

Postcode

5000

Diploma in Financial MarketsProfessional Diploma in StockbrokingEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Trent Mills

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252026

Postcode

5000

Bachelor of AccountancyCertified Practicing Accountants (CPA) Australia ProgramDiploma of Financial PlanningDiploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vanessa Dicola

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260651

Postcode

5000

Bachelor of Applied FinanceDiploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Wen Chien Chang

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252266

Postcode

5000

Bachelor of FinanceDiploma of Financial PlanningSelf-Managed Superannuation FundsAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam John Boon

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001009204

Postcode

5000

Diploma of Financial AdvisingAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Margin Lending and Gearing Investments

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Alessandra Marie Forero Morales

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267237

Postcode

5000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Paul Hunter

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261732

Postcode

5000

Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Benjamin James Ayris

AFFINITY GROUP ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265579

Postcode

5000

Diploma of Financial Services ( Financial Planning)Self Managed Superannuation FundsMaster of Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Scott Broad

SA WEALTH SOLUTIONS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266998

Postcode

5000

Bachelor of Commerce (Accounting/Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charles Hordern-Gibbings

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001267082

Postcode

5000

Bachelor Commerce (Marketing)Diploma Financial PlanningAdvanced Diploma Financial PlanningGraduate diploma of financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cheryl Cox

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268805

Postcode

5000

Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program

Superannuation

Is this you? Claim this listing →

Dylan Bruce Vandenbrink

KNIGHTSBRIDGE WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263787

Postcode

5000

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Eddel Sadri

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267786

Postcode

5000

Bachelor of FinanceCertificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Eleanor Mary Manuel Hempel

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272607

Postcode

5000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Ashley Young

BAKER YOUNG LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273436

Postcode

5000

ASX DTR ExamRG 146Graduate Diploma of Chartered AccountingEthics and Professional Relationships

Government Debentures

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Jessica Pearce

STELLAN CAPITAL GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265827

Postcode

5000

Bachelor of Quantitative FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Jolie Margaret Boyce

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270148

Postcode

5000

8 unit Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Lachlan Mill

OPTIMAL AFSL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263949

Postcode

5000

Graduate Diploma of Applied Finance and InvestmentAdvanced Diploma of AccountingDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lin Carey

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263264

Postcode

5000

Graduate Diploma of Financial Planning (Historical SIA/FINSIA)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Selfe

ACTUATE ALLIANCE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263132

Postcode

5000

Bachelor of Applied FinanceFNSASICR503 Provide Advice in Margin LendingTax for Financial AdvisingFNS60415 Advanced Diploma of Financial Planning

SuperannuationLife Insurance

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Megan Louise Biar

FIRST ADVICE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263824

Postcode

5000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Opel Van Leerdam

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271721

Postcode

5000

MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (Financial Planning & Commercial Law)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paer Flygare

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271644

Postcode

5000

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Prabhat Mehla

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272576

Postcode

5000

Bachelor of Commerce (Accounting)RG146 letterCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Ramandeep Singh

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273158

Postcode

5000

Bachelor of CommerceMaster of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sarah Louise Robinson

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272546

Postcode

5000

Bachelor of AccountancyChartered Accountant ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Thyra Marguerite Wilton

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266077

Postcode

5000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Warren Adam Halfpenny

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270334

Postcode

5000

Diploma of Financial PlanningFinancial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Jialu Cheng

SHENTON PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267932

Postcode

5000

Diploma of Business AdministrationBachelor of AccountingDiploma of Financial PlanningFASEA Financial Adviser (Ethics) Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yihong Yvonne Hu

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268697

Postcode

5000

Master of accounting and financeCPADiploma of Financial PlanningEthics and professionalism in financial advice

SuperannuationLife InsuranceLife Investment

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Benjamin Scott Jefferies

MACQUARIE BANK LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001290966

Postcode

5000

Tier 1 Financial PlanningDBCF / DBDD Bachelor of Business (Finance)FPE016 Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jack Andrew Richards

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001293443

Postcode

5000

Bachelor of EconomicsBachelor of FinanceGraduate Diploma of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Umberto Catalano

SA WEALTH SOLUTIONS PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001284684

Postcode

5000

Bachelor of Business (Finance)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Yanni Alexander Zabanias

SA WEALTH SOLUTIONS PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001284685

Postcode

5000

Bachelor of Business (Finance)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Christopher Aldo Franco

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293415

Postcode

5000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew White

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001292409

Postcode

5000

Bachelor of EconomicsBachelor of International StudiesMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning

Securities

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Patrick James Sutherland

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001295547

Postcode

5000

Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tahlea Helen Forbes

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293599

Postcode

5000

Diploma of Financial PlanningBP314 Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Clark

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001292408

Postcode

5000

Bachelor of Commerce (Corporate Finance)Bachelor of Laws with HonoursGraduate Diploma in Legal PracticeGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Adam James Schild

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302034

Postcode

5000

Bachelor of Business (Finance)Ethics and Professionalism in Financial AdviceTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexandra Wiedenmann

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001306046

Postcode

5000

Certificate 4 in Mortgage BrokeringGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amanda Garmston

STELLAN CAPITAL GROUP PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001305694

Postcode

5000

Bachelor of Science in Economics with Economics HistoryEthics and Professionalism in Financial AdviceFinancial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Catherine Louise Dichiera

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001293416

Postcode

5000

Graduate Diploma of Applied FinanceEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Domenic Claudio Gullifa

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298745

Postcode

5000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Wilson Pritchard

JBWERE LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301836

Postcode

5000

Bachelor of Applied FinanceBachelor of CommerceEthics and Professionalism in Financial AdviceUO Applied Financial Planning

SecuritiesGovernment DebenturesForeign Exchange

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Matthew Mcrae

WEALTH IQ GROUP PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001305695

Postcode

5000

Bachelor of Commerce in Corporate FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stuart Matthew Harris

ORD MINNETT LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001302172

Postcode

5000

Commerce Major in Accounting and Corporate FinanceMaster of Financial PlanningFinancial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Alexander Thomas Flinders Moore

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308163

Postcode

5000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Daniel Conterno

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303413

Postcode

5000

Bachelor of Applied FinanceBachelor of CommerceSelf-Managed Super FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Deepak Raj

JBWERE LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309362

Postcode

5000

Bachelor of Commerce (Corporate Finance)Master of Finance and Business EconomicsChartered Financial AnalystForeign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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James Dodd

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307013

Postcode

5000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Simon Izzo

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306514

Postcode

5000

Bachelor of Applied FinanceFPC002B Ethics and Professionalism in Financial AdviceSMSF Regulations and TaxationTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nikki Lee Eddy

HALPIN WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001305045

Postcode

5000

Bachelor of Applied FinanceDMFP Master of Finance (Financial Planning)SMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rebecca Lauren Webb

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001302747

Postcode

5000

Graduate Diploma of Financial PlanningSuperConcepts Specialist SMSF CourseTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew George Galea

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001313039

Postcode

5000

DMFP Master of Finance (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

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Ben Stafford Hutchieson

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001308836

Postcode

5000

Bachelor of Business (Economics, Finance and Trade)Graduate Diploma of Financial Planning

Foreign Exchange

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Brenae Anne Wieringa

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311289

Postcode

5000

Bachelor of Business (Financial Planning)SMSF Specialist Advisor Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Brodie Johannes Coldwell

BDO PRIVATE WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311342

Postcode

5000

Business LawBachelor of Business (Financial Planning) (DBRF).Taxation Law 1Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bruno Luis Dos Santos Andre

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001306704

Postcode

5000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charlie Ralph Potter

BAKER YOUNG LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001296067

Postcode

5000

Core 1Bachelor of Ecomonics with Bachelor of FinanceGraduate Diploma of Financial Planning

Government Debentures

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Christopher Gerald Jones

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313705

Postcode

5000

Bachelor of Commerce (Accounting)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Emma Burckhardt

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

000341604

Postcode

5000

Graduate Diploma of Applied Finance (Financial Planning major)Master of Applied FinanceFPC002B Ethics and Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Habibullah Sakhi

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001300792

Postcode

5000

FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Hayley Jane Cook

OPTIMAL AFSL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309081

Postcode

5000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Piscioneri

SA WEALTH SOLUTIONS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313068

Postcode

5000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Stephen Merrett

FIDUCIAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311502

Postcode

5000

Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Teagan Louise Loveridge

PERKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310137

Postcode

5000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Thomas James Schumacher

JBWERE LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312763

Postcode

5000

Bachelor of Commerce (Corporate Finance)Bachelor of LawsGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Thomas James Sumner

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309286

Postcode

5000

Bachelor of Business (Financial Planning) (DBRF)Margin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Connor Gavin Ballenden

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001315960

Postcode

5000

Bachelor of Business (Financial Planning) 9 Unit Specialisation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hayden Victor Welsh

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2026 (0 years)

Registration #

001311491

Postcode

5000

Graduate Diploma of Financial PlanningBachelor of Commerce (Finance)

SuperannuationSecuritiesGovernment Debentures

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James Bills

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2026 (0 years)

Registration #

001311034

Postcode

5000

Bachelor of Commerce (Corporate Finance)Bachelor of LawsGraduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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James Mitton

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316259

Postcode

5000

Master of Finance (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Jack Hogg

GODFREY PEMBROKE GROUP PTY LTD

Not Registered

Registration #

001315509

Postcode

5000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Bruna Wilhelm

UNISUPER MANAGEMENT PTY. LTD.

Not Registered

Registration #

001318975

Postcode

5000

Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

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Daniel John Henderson

HENDERSONS FP PTY LTD

Registered

Registration #

000298315

Postcode

5000

ORDINARY DEGREE OF BACHELOR OF ECONOMICSGRADUATE DIPLOMA IN FINANCIAL PLANNING

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Michael Brady

COUNT FINANCIAL LIMITED

Not Registered

Registration #

001319199

Postcode

5000

Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Matthew Dann

COUNT FINANCIAL LIMITED

Not Registered

Registration #

001319200

Postcode

5000

Bachelor of Arts (Information Studies)Diploma of Financial PlanningBachelor of Business (Financial Planning) (DBRF)Accredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jacky Hoac

HALPIN WEALTH PARTNERS PTY LTD

Not Registered

Registration #

001311739

Postcode

5000

Bachelor of FinanceGraduate Diploma of Financial PlanningSuperConcepts Specialist SMSF Online Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jasmine Kaila Eyles

PARAGEM PTY LIMITED

Not Registered

Registration #

001316850

Postcode

5000

Bachelor of Commerce (Financial Planning and Accounting)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laura Mae Caven

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001314895

Postcode

5000

Bachelor of Business (Financial Planning)

SuperannuationSecuritiesGovernment Debentures

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Monica Louise Maher

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Not Registered

Registration #

001315570

Postcode

5000

Bachelor of Commerce (Marketing and Industrial Relations and Human Resource Management)Core 1Graduate Diploma of Financial PlanningMargin Lending Accreditation Program

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Natalie Anne Romano

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001318161

Postcode

5000

XBFP Bachelor of Business (Financial Planning) UniSA Online (UO)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Natasha Denise Cruickshank

BDO PRIVATE WEALTH ADVISERS PTY LTD

Not Registered

Registration #

001314801

Postcode

5000

Bachelor of Commerce (Management)Bachelor of LawsContract LawDMFP Master of Finance (Financial Planning).

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nirva Darshan Stead

RI ADVICE GROUP PTY LTD

Not Registered

Registration #

001317869

Postcode

5000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentRSA Products

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Philip Khoo

SHENTON PTY LTD

Not Registered

Registration #

000356027

Postcode

5000

Bachelor of CommerceDiploma of Financial Services (Financial Planning) RG146FASEA Financial Adviser (Ethics) Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Prashamsa Rijal

THE ADVICE EXCHANGE PTY LTD

Not Registered

Registration #

001320188

Postcode

5000

Master of Finance (Financial Planning)Financial Advice Association of Australia (FAAA)

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Steven Jeffrey Springford

INTEGRITY FINANCIAL (SA) PTY LTD

Not Registered

Registration #

001318282

Postcode

5000

Bachelor of Business (Financial Planning)

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