428 verified financial advisers

Financial Advisers in Adelaide, SA

Compare registered financial advisers in Adelaide, South Australia. All listings sourced from the ASIC Financial Advisers Register.

Verifying registration and authorisations

Every financial adviser shown for Adelaide, South Australia is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 428 results

Mark Edward Pittman★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 1980 (46 years)
Registration #
001002288
Postcode
5000
🌐 Website
Bachelor of AccountingRG146ASX/SCH Responsible ExecutiveStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Alasdair James Christie Burns★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1982 (44 years)
Registration #
001239473
Postcode
5000
📞 (02) 9238 1238🌐 Website
Margin Lending and Geared Investments
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Anthony Joseph Brosnan

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1983 (43 years)
Registration #
000241871
Postcode
5000
📞 (02) 6249 1555
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
📍 Suite 206/147 Pirie St, Adelaide SA 5000
Experience
Since 1983 (43 years)
Registration #
000431659
Postcode
5000
📞 (08) 7325 8100🌐 Website
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★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 1985 (41 years)
Registration #
000436322
Postcode
5000
📞 (08) 8236 8888🌐 Website
ASX/ACH Responsible Executive ExamEthics and Professional Relationships
Government Debentures
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Jonathan Brian Silcock★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 1985 (41 years)
Registration #
000274413
Postcode
5000
📞 1300 134 187🌐 Website
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
RegisteredTax Advice ✓
📍 LEVEL 4/431 King William St, Adelaide SA 5000
Experience
Since 1985 (41 years)
Registration #
000229194
Postcode
5000
📞 1300 450 000🌐 Website
Diploma of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrej Wojciechowski★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
001003564
Postcode
5000
📞 (02) 8216 6300🌐 Website
Securities Industry EconomicsThe Australian Stock MarketFixed Interest InvestmentInvestment Planning 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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Brenton Marriott

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
000243647
Postcode
5000
📞 1800 738 473🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
001002694
Postcode
5000
📞 (02) 8216 6300🌐 Website
PS146 Securities, Futures, Managed InvestmentsSuperannuation AccreditationDeposit Products and Non-Cash payments
SecuritiesGovernment Debentures
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Mark Landau★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1986 (40 years)
Registration #
001005183
Postcode
5000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 LEVEL 4/431 King William St, Adelaide SA 5000
Experience
Since 1987 (39 years)
Registration #
000229192
Postcode
5000
📞 1300 450 000🌐 Website
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★★★★★ 5 (6 reviews)

COACH INVESTMENTS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/142 Melbourne St, North Adelaide SA 5006
Experience
Since 1987 (39 years)
Registration #
000336790
Postcode
5000
📞 1300 944 039🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
001002299
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bachelor of Economics
SuperannuationSecuritiesDerivativesGovernment Debentures
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Malcolm Robert Brown

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
000263501
Postcode
5000
📞 1800 738 473🌐 Website
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★★★★★ 5 (2 reviews)

OPTIMAL AFSL PTY LTD
RegisteredTax Advice ✓
📍 Level 13/431 King William St, Adelaide SA 5000
Experience
Since 1988 (38 years)
Registration #
001005184
Postcode
5000
📞 (08) 8267 3333🌐 Website
Bachelor of Economics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alison Perrott★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
001003191
Postcode
5000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
000264175
Postcode
5000
📞 1800 738 473🌐 Website
Bachelor of Business (Finance)8 unit Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentRSA Products
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Ian Southwood★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1989 (37 years)
Registration #
001005472
Postcode
5000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
001005988
Postcode
5000
📞 (02) 9775 2600🌐 Website
SDIA Accreditation Program AssessmentSuperannuation ModuleASX Accredited Derivatives Adviser Program
SecuritiesDerivativesGovernment Debentures
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Scott Kirkwood

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 1989 (37 years)
Registration #
000242663
Postcode
5000
📞 1800 062 134🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1990 (36 years)
Registration #
001006199
Postcode
5000
📞 (03) 9242 4000🌐 Website
SDIA Accreditation Program AssessmentSuperannuation ModuleASX Broker ExamMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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John Robert Piper★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001006188
Postcode
5000
📞 (02) 9238 1238🌐 Website
Certificate in Financial MarketsAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation Program AssessmentSuperannuation Module
SecuritiesDerivatives
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Shane Mark Case

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
000239360
Postcode
5000
📞 (02) 8036 6490🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
001005159
Postcode
5000
📞 (02) 8216 6300🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
000259130
Postcode
5000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 1203/147 Pirie St, Adelaide SA 5000
Experience
Since 1992 (34 years)
Registration #
000298317
Postcode
5000
📞 (08) 7078 3000🌐 Website
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★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 1992 (34 years)
Registration #
000315610
Postcode
5000
📞 (08) 8273 9300🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000245970
Postcode
5000
📞 1300 732 266🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
000335498
Postcode
5000
📞 1300 847 434🌐 Website
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★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 1993 (33 years)
Registration #
001002293
Postcode
5000
🌐 Website
Bachelor of Economics
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Lyndon Holland★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 1993 (33 years)
Registration #
000238608
Postcode
5000
📞 (02) 9252 2000🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001008052
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsMargin Lending AccreditationSuperannuation Accreditation ProgramAccredited Derivatives Adviser Level Two
SuperannuationDerivatives
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Andrew Ridpath Gartrell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
001001490
Postcode
5000
📞 (03) 9256 8700🌐 Website
Bachelor of EconomicsGraduate Diploma in Applied Finance & InvestmentInvestment Planning 1Level 1 Accredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment Debentures
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Jason William Mudge★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 1994 (32 years)
Registration #
000242730
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 1994 (32 years)
Registration #
000436324
Postcode
5000
📞 (08) 8236 8888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1994 (32 years)
Registration #
000259449
Postcode
5000
📞 (03) 9328 3900
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Clarke★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1994 (32 years)
Registration #
001005086
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 1995 (31 years)
Registration #
001000399
Postcode
5000
📞 (08) 8409 4333🌐 Website
Bachelor of AccountancyDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emma Trengove★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005305
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentFinancial Services institute of Australasia
SuperannuationSecuritiesGovernment Debentures
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Heath Visser★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 1995 (31 years)
Registration #
000239856
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001009207
Postcode
5000
📞 (02) 9238 1238🌐 Website
Certificate in Financial MarketsRetirement Planning and Principles CourseEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivatives
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Mark Taylor★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
000462817
Postcode
5000
📞 (02) 9231 2133🌐 Website
Diploma of Financial PlanningSelf Managed Superannuation FundsCA - Chartered AccountantsCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Harris★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1995 (31 years)
Registration #
001002712
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of ManagementGraduate Diploma in Applied Finance and InvestmentEthics and Professional Relationships
SecuritiesGovernment Debentures
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Simon Trent Hele★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 1995 (31 years)
Registration #
000245496
Postcode
5000
📞 (08) 8273 9300🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 1996 (30 years)
Registration #
001000442
Postcode
5000
📞 (08) 8409 4333🌐 Website
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nigel Compton

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1996 (30 years)
Registration #
001003017
Postcode
5000
📞 (03) 9328 3900
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001003761
Postcode
5000
📞 13 22 65🌐 Website
Bachelor DegreeAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Richard John Dahl★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000261094
Postcode
5000
📞 1300 134 187🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1996 (30 years)
Registration #
000242718
Postcode
5000
📞 0414 971 806🌐 Website
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★★★★ 4.3 (6 reviews)

OPENMARKETS AUSTRALIA LIMITED
Registered
📍 Level 15/388 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001252767
Postcode
5000
📞 1300 769 433🌐 Website
Series 7,9,10,63 & 65Superannuation ModuleSDIA Accreditation Program AssessmentMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Vincenzo Musolino★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001002681
Postcode
5000
📞 1800 501 204🌐 Website
Associate Diploma AccountingCertified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashley Kelly★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001260740
Postcode
5000
📞 (02) 9238 1238🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationSecurities
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Grant Hodgins

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000223015
Postcode
5000
📞 1300 663 334🌐 Website
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★★★★★ 5 (2 reviews)

OPTIMAL AFSL PTY LTD
RegisteredTax Advice ✓
📍 Level 13/431 King William St, Adelaide SA 5000
Experience
Since 1997 (29 years)
Registration #
000255230
Postcode
5000
📞 (08) 8267 3333🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
001005307
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerDiploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Piers Arundell★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
001005047
Postcode
5000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 6/81 Flinders St, Adelaide SA 5000
Experience
Since 1997 (29 years)
Registration #
001006526
Postcode
5000
📞 (08) 8359 2594🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001006017
Postcode
5000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.2 (41 reviews)

PINNACLE DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 6/181 Gilles St, Adelaide SA 5000
Experience
Since 1998 (28 years)
Registration #
000322538
Postcode
5000
📞 (08) 8100 7800🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005075
Postcode
5000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000235861
Postcode
5000
📞 (03) 9209 9777🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000417732
Postcode
5000
📞 (03) 9292 0101🌐 Website
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★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 1998 (28 years)
Registration #
000245498
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000268135
Postcode
5000
📞 (02) 9238 1238🌐 Website
Diploma of Financial MarketsSupperanuationAccredited Derivatives Adviser Level TwoMargin Lending Accreditation Program
SuperannuationDerivatives
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Michael King★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001236070
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of AccountingGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
Superannuation
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Sarah Jean Lauridsen★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001002883
Postcode
5000
📞 13 22 65🌐 Website
Certificate in Financial MarketsBachelor of CommerceGraduate Diploma of Financial Planning
DerivativesForeign Exchange
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Trudy-Anne Jenkins★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001234906
Postcode
5000
📞 1300 138 138🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001236071
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceCertified Financial PlannerGraduate Diploma in Applied Finance & InvestmentMargin Lending and Geared Investments
SuperannuationSecuritiesRSA Products
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David Schmidt★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001233070
Postcode
5000
📞 (02) 9238 1238🌐 Website
Diploma of Financial AdvisingDiploma of Financial AdvisingAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments
Derivatives
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Grantley Fraser★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001004529
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bachelor of AccountingSecurities and Managed InvestmentsADA Level 1
SuperannuationSecuritiesDerivatives
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Matthew Boase★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001236072
Postcode
5000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 1999 (27 years)
Registration #
001005606
Postcode
5000
📞 0414 971 806🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001003130
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceGraduate Diploma of Finance & InvestmentFinancial Services Institute of Australasia
SuperannuationSecurities
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Travis James Hutchinson

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000241972
Postcode
5000
📞 (02) 7238 4192🌐 Website
DiplomaFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Anthony Liegh Klatt★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000275759
Postcode
5000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
000259447
Postcode
5000
📞 (03) 9328 3900
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000289310
Postcode
5000
📞 (02) 7238 4192🌐 Website
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★★★★ 3.6 (10 reviews)

BWP ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/63 Pirie St, Adelaide SA 5000
Experience
Since 2000 (26 years)
Registration #
000242156
Postcode
5000
📞 (08) 8372 7900🌐 Website
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Andrew Edwards★★★★★ 5 (1 reviews)

EDWARDS MARSHALL ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 3/153 Flinders St, Adelaide SA 5000
Experience
Since 2000 (26 years)
Registration #
000239391
Postcode
5000
📞 (08) 8139 1111🌐 Website
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★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2000 (26 years)
Registration #
000295262
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000324309
Postcode
5000
📞 1300 732 266🌐 Website
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★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 2000 (26 years)
Registration #
000436326
Postcode
5000
📞 (08) 8236 8888🌐 Website
DTR ExamDiploma in Financial MarketsDerivatives ADA 1Derivatives ADA 2
Government Debentures
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Nicholas Harvey Heard★★★★★ 5 (1 reviews)

LJFD PTY LTD
RegisteredTax Advice ✓
📍 93 Frome St, Adelaide SA 5000
Experience
Since 2000 (26 years)
Registration #
001000551
Postcode
5000
📞 (08) 7070 1600🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Antony Joseph Wojcik★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001004284
Postcode
5000
📞 1300 650 873🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000327214
Postcode
5000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000264725
Postcode
5000
📞 1800 738 473🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001001560
Postcode
5000
📞 (03) 9256 8700🌐 Website
Entry Level CompetenciesRisk ManagementSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1 & 2
SecuritiesDerivativesGovernment Debentures
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David Phillip Yeomans★★★★★ 5 (1 reviews)

HENDERSONS FP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/26 Flinders St, Adelaide SA 5000
Experience
Since 2001 (25 years)
Registration #
001003553
Postcode
5000
📞 (08) 7202 1400🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frank Chapman★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005987
Postcode
5000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001004283
Postcode
5000
📞 (02) 9178 0700🌐 Website
Bachelor of AccountancyCertified Practicing AccountantCertified Practicing Accountants Program8 unit Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kon Antoniou★★★★ 4.5 (2 reviews)

MY SUPER FUTURE PTY LTD
RegisteredTax Advice ✓
📍 Level 2/15 Mayneview St, Milton QLD 4064
Experience
Since 2001 (25 years)
Registration #
001002987
Postcode
5000
📞 1300 756 001🌐 Website
AccountingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kylie Jane Steene★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001003393
Postcode
5000
📞 13 22 65🌐 Website
DiplomaAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Leon Chiera★★★★★ 5 (1 reviews)

FRANKLIN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 167 Flinders St, Adelaide SA 5000
Experience
Since 2001 (25 years)
Registration #
001005085
Postcode
5000
📞 (08) 8232 5375🌐 Website
Bachelor of Business (property)Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Matthew David Plant★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 2001 (25 years)
Registration #
000436328
Postcode
5000
📞 (08) 8236 8888🌐 Website
Bachelor of CommerceADA Level 2ADA level 1
Government Debentures
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Michael William Smith★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2001 (25 years)
Registration #
000295750
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001006487
Postcode
5000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2001 (25 years)
Registration #
000242763
Postcode
5000
📞 1800 062 134🌐 Website
Bachelor of CommerceChartered Accountant8 unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Peter Crompton★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000337689
Postcode
5000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level OneMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level Two
SecuritiesDerivatives
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Su Fong Goh★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2001 (25 years)
Registration #
000337452
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 2001 (25 years)
Registration #
000436327
Postcode
5000
📞 (08) 8236 8888🌐 Website
ADA Level 1ADA Level 2Ethics & Professionalism in Financial Advice
Government Debentures
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Andrew David Mccracken★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001002679
Postcode
5000
📞 1800 501 204🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001004496
Postcode
5000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2002 (24 years)
Registration #
000263894
Postcode
5000
📞 1800 062 134🌐 Website
Bachelor of Economics8 Unit Diploma of Financial PlanningCertified Financial Planner ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeff Potter★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2002 (24 years)
Registration #
001005240
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Finance and Accounting)Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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Judith Ruth Hughes★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001003470
Postcode
5000
📞 (02) 9231 2133🌐 Website
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Mark Shrimplin★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000278685
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001003958
Postcode
5000
📞 (02) 9231 2133🌐 Website
Bachelor of CommerceDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)Tax Practitioner Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard John Lovell★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000247689
Postcode
5000
📞 1800 445 767🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000291894
Postcode
5000
📞 (02) 7238 4192🌐 Website
DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Templer Woodrow

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001000340
Postcode
5000
📞 (02) 9178 0700🌐 Website
Bachelor of Economics8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Anthony Michaels

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 9/20 Martin Pl, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000259128
Postcode
5000
📞 (02) 9239 9333🌐 Website
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★★★★★ 5 (1 reviews)

LJFD PTY LTD
RegisteredTax Advice ✓
📍 93 Frome St, Adelaide SA 5000
Experience
Since 2003 (23 years)
Registration #
000239318
Postcode
5000
📞 (08) 7070 1600🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000278865
Postcode
5000
📞 1800 331 685🌐 Website
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
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Daniel Arcadiou★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000247749
Postcode
5000
📞 1300 134 187🌐 Website
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren James Furst

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD
RegisteredTax Advice ✓
📍 167 Gilles St, Adelaide SA 5000
Experience
Since 2003 (23 years)
Registration #
000299805
Postcode
5000
📞 (08) 8122 1688🌐 Website
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
RegisteredTax Advice ✓
📍 169 Pirie St, Adelaide SA 5000
Experience
Since 2003 (23 years)
Registration #
001253531
Postcode
5000
📞 1800 224 124
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000231491
Postcode
5000
📞 1800 445 767🌐 Website
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Gavin Branford

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000244581
Postcode
5000
📞 1800 738 473🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2003 (23 years)
Registration #
000239434
Postcode
5000
📞 1800 062 134🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marcus Campbell★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001255985
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of ScienceBachelor of Management (Marketing)ASX Accredited Derivatives Adviser Level OneASX Accredited Derivatives Adviser Level Two
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mark Bastiaans★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000296627
Postcode
5000
📞 1300 138 138🌐 Website
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
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Mark Christopher Mcinerney★★★★ 4 (4 reviews)

MBFS PTY LTD
RegisteredTax Advice ✓
📍 Level 2/47 South Tce, Adelaide SA 5000
Experience
Since 2003 (23 years)
Registration #
000242272
Postcode
5000
📞 (08) 8211 9099🌐 Website
Bachelor of EducationAdvanced Diploma of Financial ServicesEthicsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Ian Crump★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Experience
Since 2003 (23 years)
Registration #
001001166
Postcode
5000
📞 (07) 3237 5999🌐 Website
Fellow of the Institute of Actuaries AustraliaSMSF Specialist AdvisorAdvanced Diploma of Financial Services (Financial Planning)Chartered Tax Adviser (CTA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Cameron★★★★★ 5 (1 reviews)

STELLAN CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 13/45 Pirie St, Adelaide SA 5000
Experience
Since 2003 (23 years)
Registration #
000299932
Postcode
5000
🌐 Website
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
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Steven Michael Wild★★★★★ 5 (1 reviews)

EDWARDS MARSHALL ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 3/153 Flinders St, Adelaide SA 5000
Experience
Since 2003 (23 years)
Registration #
000269160
Postcode
5000
📞 (08) 8139 1111🌐 Website
Bachelor of Arts (Accountancy)Chartered Accountants ProgramGraduate Diploma of Financial PlanningCA SMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brian Rodney William Magill★★★★★ 5 (2 reviews)

BLUEWATER FINANCIAL ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000252677
Postcode
5000
📞 1300 799 101🌐 Website
FNS60404Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren Chalk★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000259181
Postcode
5000
📞 1300 138 848🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren Hocking★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
000312253
Postcode
5000
📞 (07) 3334 4888🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of ManagementAdvanced Diploma Financial Services (Financial Planning)Margin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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David Mcarthur★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001001106
Postcode
5000
📞 (08) 9261 9100🌐 Website
Bachelor of Economics (Politics Major)Graduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Davide Domenico Grenci

AFFINITY GROUP ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/458 Morphett St, Adelaide SA 5000
Experience
Since 2004 (22 years)
Registration #
000461661
Postcode
5000
📞 (08) 8332 5044🌐 Website
Bachelor of AccountancyGraduate Diploma of Financial PlanningCertificate IV in Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian Douglas Helmore

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000341318
Postcode
5000
📞 (02) 9178 0700🌐 Website
Diploma of Financial Planning DFP1-8Certified Financial PlannerSelf Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentRSA Products
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James Francis Barratt★★★★ 4 (4 reviews)

MBFS PTY LTD
RegisteredTax Advice ✓
📍 Level 2/47 South Tce, Adelaide SA 5000
Experience
Since 2004 (22 years)
Registration #
000260797
Postcode
5000
📞 (08) 8211 9099🌐 Website
Bachelor Od EducationAdvanced Diploma of Financial ServicesEthicsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Gosnell★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001006031
Postcode
5000
📞 (02) 9775 2600🌐 Website
General Securities Representative (Series 7) ExaminationGraduate Diploma of Applied Finance and InvestmentAcrredited Derivatives Adviser Level 2 ExamMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Jason George Vozvotecas

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
001005433
Postcode
5000
📞 (03) 9328 3900
Bachelor of Arts (Biological Science)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Angus Hamilton★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001002678
Postcode
5000
📞 1300 138 848🌐 Website
Graduate Diploma Applied Finance and InvestmentsAdvanced Diploma Financial Services (FP)Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Wilkshire★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000267422
Postcode
5000
📞 1300 732 266🌐 Website
Bachelor of ScienceDiploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser Education ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Miranda Eleanor Moyle★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2004 (22 years)
Registration #
000264453
Postcode
5000
📞 (08) 8273 9300🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCFP Certification ProgramAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicolaas Seret★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2004 (22 years)
Registration #
001002298
Postcode
5000
🌐 Website
Bachelor of Commerce (International Business)Graduate Diploma in Applied Finance and Investment
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Peta Ann Nunn★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2004 (22 years)
Registration #
000264480
Postcode
5000
📞 (08) 8273 9300🌐 Website
Diploma of Financial Planning5 unit CFP Certification ProgramGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Theodoros Balomenos

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001234703
Postcode
5000
📞 (02) 9178 0700🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris Demetris Papayianis

HIGHER ADVICE PTY LTD
RegisteredTax Advice ✓
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
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David Nelson

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2005 (21 years)
Registration #
000472391
Postcode
5000
📞 (03) 9328 3900
Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningSMSF Specialist AdvisorFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hamish Lorimore Zerbe★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000311583
Postcode
5000
📞 1300 732 266🌐 Website
Diploma of Financial AdvisingASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeanette Belton★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005899
Postcode
5000
📞 1300 847 434🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma Of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Charles Ferrier★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001002308
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (International Trade)Derivatives Level 1/2 TribecaMargin LendingRG146
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Justin John Putman

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2005 (21 years)
Registration #
000354017
Postcode
5000
📞 1800 062 134🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001003129
Postcode
5000
📞 (02) 8216 6300🌐 Website
Securities and Managed InvestmentsADA Level 1
SuperannuationSecurities
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Richard Staunton★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005290
Postcode
5000
📞 (02) 8216 6300🌐 Website
Diploma of Financial Services (Financal Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Robert Allan Ellis★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001000807
Postcode
5000
📞 (03) 9292 0101🌐 Website
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
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Rocco Zappia

ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD
RegisteredTax Advice ✓
📍 167 Gilles St, Adelaide SA 5000
Experience
Since 2005 (21 years)
Registration #
001239707
Postcode
5000
📞 (08) 8122 1688🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Bridgwood★★★★★ 5 (1 reviews)

FRANKLIN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 167 Flinders St, Adelaide SA 5000
Experience
Since 2005 (21 years)
Registration #
001005067
Postcode
5000
📞 (08) 8232 5375🌐 Website
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
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Samuel Roger Nunn★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2005 (21 years)
Registration #
001001668
Postcode
5000
📞 (08) 8104 9111🌐 Website
Bachelor of Economics8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCERTIFIED FINANCIAL PLANNER®
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Allan Taylor★★★★ 4.2 (10 reviews)

LIONSGATE FINANCIAL GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 Level 1, Unit 5/2-6 Kingsway, Cronulla NSW 2230
Experience
Since 2006 (20 years)
Registration #
000305596
Postcode
5000
📞 1300 683 323
Self Managed Superannuation FundsEstate PlanningAged Care StepsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Apostolos Katranis★★★★★ 5 (40 reviews)

SA WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 145 South Tce, Adelaide SA 5000
Experience
Since 2006 (20 years)
Registration #
000336076
Postcode
5000
📞 (08) 8268 5160🌐 Website
Bachelor Applied FinanceBachelor of CommerceRG146 Margin LendingFellow Chartered Financial Practitioners (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brian John Rayner

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
001003917
Postcode
5000
📞 (03) 9328 3900
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Salvador Leon★★★★★ 5 (1 reviews)

STELLAN CAPITAL GROUP PTY LTD
Registered
📍 Level 13/45 Pirie St, Adelaide SA 5000
Experience
Since 2006 (20 years)
Registration #
001005728
Postcode
5000
🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2Graduate Certificate in Applied FinanceACPM Certified Portfolio Manager
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jawad Ahmad

THORNTON GROUP (AUSTRALIA) PTY LIMITED
RegisteredTax Advice ✓
📍 182 Fullarton Rd, Dulwich SA 5065
Experience
Since 2006 (20 years)
Registration #
000307873
Postcode
5000
📞 (08) 8271 5144🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001008477
Postcode
5000
📞 1800 813 327🌐 Website
Bachelor of International BusinessDiploma of Financial ServicesMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services
Superannuation
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Mark Jeffery Vincent★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000302616
Postcode
5000
📞 1300 138 848🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001251867
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★ 1 (1 reviews)

DDMA PTY LTD
RegisteredTax Advice ✓
📍 51 Beulah Rd, Norwood SA 5067
Experience
Since 2006 (20 years)
Registration #
001000304
Postcode
5000
📞 (08) 8363 3366🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000304871
Postcode
5000
📞 (02) 7238 4192🌐 Website
Bachelor DegreeAdvanced Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicholas James Girdler★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000285353
Postcode
5000
📞 1300 732 266🌐 Website
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★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2006 (20 years)
Registration #
000306193
Postcode
5000
📞 (08) 8273 9300🌐 Website
Bachelor of FinanceGraduate Diploma of Charted AccountingMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Shaun Bitter★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2006 (20 years)
Registration #
001273029
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★★ 5 (1 reviews)

STELLAN CAPITAL GROUP PTY LTD
Registered
📍 Level 13/45 Pirie St, Adelaide SA 5000
Experience
Since 2006 (20 years)
Registration #
001005710
Postcode
5000
🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000300181
Postcode
5000
📞 1800 445 767🌐 Website
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★★★★ 4.2 (10 reviews)

LATITUDE PRIVATE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/55 Gawler Pl, Adelaide SA 5000
Experience
Since 2006 (20 years)
Registration #
001003937
Postcode
5000
🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2007 (19 years)
Registration #
001002677
Postcode
5000
📞 1800 062 134🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000319887
Postcode
5000
📞 (07) 0000 0036🌐 Website
Advanced Diploma of Financial ServicesCertificate IV Finance and Mortgage BrokingMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Tate★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001004593
Postcode
5000
📞 (02) 8216 6300🌐 Website
ADA Level 1 & 2Superannuation AccreditationDiploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Fraser Iain Macleod★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000310248
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of Arts (Marketing)Diploma in Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Giuseppe Papalia

AFFINITY GROUP ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/458 Morphett St, Adelaide SA 5000
Experience
Since 2007 (19 years)
Registration #
001003350
Postcode
5000
📞 (08) 8332 5044🌐 Website
Bachelor of AccountancyGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hayden Loxton

THORNTON GROUP (AUSTRALIA) PTY LIMITED
RegisteredTax Advice ✓
📍 182 Fullarton Rd, Dulwich SA 5065
Experience
Since 2007 (19 years)
Registration #
000412057
Postcode
5000
📞 (08) 8271 5144🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000233135
Postcode
5000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 167 Gilles St, Adelaide SA 5000
Experience
Since 2007 (19 years)
Registration #
001005163
Postcode
5000
📞 (08) 8122 1688🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001005385
Postcode
5000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000319018
Postcode
5000
📞 (03) 9823 1345🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001004877
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2007 (19 years)
Registration #
001002368
Postcode
5000
🌐 Website
63625473Bachelor of Laws and Bachelor of CommerceGraduate Diploma in Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Matthew Kerrish★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001729
Postcode
5000
📞 1300 306 900🌐 Website
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★★★★ 4.2 (41 reviews)

PINNACLE DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 6/181 Gilles St, Adelaide SA 5000
Experience
Since 2007 (19 years)
Registration #
001005603
Postcode
5000
📞 (08) 8100 7800🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001986
Postcode
5000
📞 1800 813 327🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001004518
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bachelor of Applied FinanceADA Level 1Superannuation AccreditationMargin Lending
SuperannuationSecuritiesDerivatives
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Sailesh Kumar★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Sam Saunders★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001005273
Postcode
5000
📞 (02) 9775 2600🌐 Website
Bachelor of CommerceSelf Managed Superannutation FundsGraduate Diploma in Applied Finance and Investment
SecuritiesGovernment Debentures
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Stephen Stanislaus Gibson Spencer★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2007 (19 years)
Registration #
001002295
Postcode
5000
🌐 Website
MLC101MLC204Bachelor of Commerce (Accounting and Finance)Master of Business Administration Advanced
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Tom Gray★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2007 (19 years)
Registration #
001002705
Postcode
5000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000341912
Postcode
5000
📞 (03) 9209 9777🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001254812
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of Economics, CommerceMargin Lending Accreditation ProgramDiploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Cassandra Anne Macolino★★★★★ 5 (1 reviews)

STELLAN CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 13/45 Pirie St, Adelaide SA 5000
Experience
Since 2008 (18 years)
Registration #
001000296
Postcode
5000
🌐 Website
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★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
Registered
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000335438
Postcode
5000
📞 (02) 9248 0422🌐 Website
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★★★★★ 5 (1 reviews)

FRANKLIN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 167 Flinders St, Adelaide SA 5000
Experience
Since 2008 (18 years)
Registration #
001005293
Postcode
5000
📞 (08) 8232 5375🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
000332395
Postcode
5000
📞 1800 738 473🌐 Website
Bachelor of Business (Marketing)Margin LendingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Evan Peter Hurse★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
001005594
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★ 1 (1 reviews)

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
RegisteredTax Advice ✓
📍 Shop 3/94 Main St, Blacktown NSW 2148
Experience
Since 2008 (18 years)
Registration #
001004138
Postcode
5000
📞 0401 687 842
Graduate Diploma in Global Wealth ManagementRG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Henry Sean Mcquinn★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
000325548
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of Business and CommerceThe SDIA Accreditation ProgramSuperannuationEthics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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Karen Sowle★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005597
Postcode
5000
📞 (02) 9231 2133🌐 Website
Associate Diploma in BusinessBachelor of BusinessGraduate Diploma in Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Kathy Porter★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001003712
Postcode
5000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2008 (18 years)
Registration #
001002682
Postcode
5000
📞 1800 062 134🌐 Website
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
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Michael Sanderson★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005271
Postcode
5000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005271
Postcode
5000
📞 (02) 8232 3333🌐 Website
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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Susan Antoun★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2008 (18 years)
Registration #
001002292
Postcode
5000
🌐 Website
Bachelor of Economics (Accounting)Rg146Certified Compliance Professional (CCP)CPA Australia (CPA)
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Zacharias Ioannis Zacharia★★★★★ 4.8 (4 reviews)

CENTRA WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 12/431 King William St, Adelaide SA 5000
Experience
Since 2008 (18 years)
Registration #
000415171
Postcode
5000
📞 (08) 8231 4709
Bachelor of AccountancyDiploma of Financial ServicesASX Accredited Derivatives Adviser Level 2Margin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aldo Domenico Viviani★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000340061
Postcode
5000
📞 1800 445 767🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Asha Renee Burrows

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000338635
Postcode
5000
📞 1300 663 334🌐 Website
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
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Brant James Weir★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001273414
Postcode
5000
📞 (02) 9231 2133🌐 Website
Bachelor of FinanceMaster of Applied FinanceCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Darren Richard Coles Farley★★★★★ 5 (6 reviews)

ENVA AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 130 Main Rd, McLaren Vale SA 5171
Experience
Since 2009 (17 years)
Registration #
000334251
Postcode
5000
📞 1300 160 803🌐 Website
Bachelor of CommercesmsfDiploma of Financial Services (Financial Planning)Certificate IV finance & Mortgage broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David William Giovanelli★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001003741
Postcode
5000
📞 13 22 65🌐 Website
Bachelor of ArtsBachelor of LawsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
DerivativesForeign Exchange
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Emilia Stavrou★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001002307
Postcode
5000
📞 (02) 9238 1238🌐 Website
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Applied FinanceAccredited Derivatives Adviser Level 1
SuperannuationLife InsuranceLife InvestmentSecurities
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Greg Crowe★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001005122
Postcode
5000
📞 (02) 8216 6300🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Helen Louise Arthur

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000335658
Postcode
5000
📞 1800 738 473🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Jason Luke Zanini

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2009 (17 years)
Registration #
000334904
Postcode
5000
📞 0414 971 806🌐 Website
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
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Ljubica Kierno★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Nicholas Costello★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001005489
Postcode
5000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeCFA CharterholderEthics and Professionlism in Financial AdviceChartered Financial Analyst Institute (CFA Institute)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Ninoslav Anthony Matkovic★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2009 (17 years)
Registration #
000285648
Postcode
5000
📞 (08) 9267 3444
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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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
📍 Suite 206/147 Pirie St, Adelaide SA 5000
Experience
Since 2009 (17 years)
Registration #
000466493
Postcode
5000
📞 (08) 7325 8100🌐 Website
Business Commerce (Corporate Finance)Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationSecuritiesGovernment Debentures
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Thuy Hoang★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001003465
Postcode
5000
📞 1300 138 848🌐 Website
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
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Tristan Barnes★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001260503
Postcode
5000
📞 1800 331 685🌐 Website
Bachelor of CommerceCertificate of Superannuation ManagementAdvanced diploma of financial services (financial planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexandra Jane Burridge★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2010 (16 years)
Registration #
000378919
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000345548
Postcode
5000
📞 1300 134 187🌐 Website
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
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Benjamin Hilliard★★★★★ 5 (1 reviews)

HENDERSONS FP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/26 Flinders St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
000378235
Postcode
5000
📞 (08) 7202 1400🌐 Website
Bachelor of EconomicsSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Tavis Sutherland★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
000388182
Postcode
5000
📞 (08) 8104 9111🌐 Website
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
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Caleb Winston Reeves★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000344462
Postcode
5000
📞 1300 732 266🌐 Website
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningIntroduction to Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Roscio★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2010 (16 years)
Registration #
000393187
Postcode
5067
📞 (02) 9328 0876🌐 Website
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
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Danny Beshara★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
001270082
Postcode
5000
📞 (08) 8273 9300🌐 Website
Bachelor of Commerce and Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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David Eric Olsen★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001003388
Postcode
5000
📞 (03) 9906 5000🌐 Website
Bachelor of EconomicsDiploma of Financial ServicesBachelor of Laws with HonoursGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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David John Cahill★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001004071
Postcode
5000
📞 1300 138 848🌐 Website
Bachelor of Management (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gennaro Zerella★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000385782
Postcode
5000
📞 (03) 9242 4000🌐 Website
Bachelor of EconomicsGraduate Certificate Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hong Zhang★★★★★ 5 (1 reviews)

LJFD PTY LTD
RegisteredTax Advice ✓
📍 93 Frome St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
001270085
Postcode
5000
📞 (08) 7070 1600🌐 Website
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Masters of Business in FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ilario Squillace★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001004010
Postcode
5000
📞 1300 138 848🌐 Website
Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Re★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000367845
Postcode
5001
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningEthics & Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Paul Connelly★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
000381347
Postcode
5000
📞 (08) 8273 9300🌐 Website
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Adam Cetrangolo★★★★★ 5 (1 reviews)

LJFD PTY LTD
RegisteredTax Advice ✓
📍 93 Frome St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
000343570
Postcode
5000
📞 (08) 7070 1600🌐 Website
RG146 Margin LendingAdvanced Diploma Financial Services (Financial Planning) FNS60404Cavendish & ICFD Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Simon Mark Wotherspoon★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2010 (16 years)
Registration #
000355731
Postcode
5000
📞 (08) 8273 9300🌐 Website
Bachelor of ManagementGraduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Thomas Huxtable★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001005522
Postcode
5000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001000342
Postcode
5000
📞 (02) 9178 0700🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002541
Postcode
5000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004972
Postcode
5000
📞 1800 738 473🌐 Website
Bachelor of Applied FinanceBachelor of CommerceChartered AccountantChartered Accountant Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Ben Cooper★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001238428
Postcode
5000
📞 (02) 8422 5500🌐 Website
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★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2011 (15 years)
Registration #
000405582
Postcode
5000
📞 (08) 8273 9300🌐 Website
Bachelor of CommerceDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Rothall★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002345
Postcode
5000
📞 (02) 9231 2133🌐 Website
Bachelor of Applied FinanceSelf Managed Super FundsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Dominic Kwok★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001003324
Postcode
5000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000413960
Postcode
5000
📞 1800 738 473🌐 Website
Bachelor of Banking and International FinanceRisk ManagementInvestment Planning 1Superannuation & Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Hui Xu★★★★★ 5 (1 reviews)

BEXCEED TAX & ACCOUNTING SERVICES PTY LTD
Registered
📍 Level 1/89 Pirie St, Adelaide SA 5000
Experience
Since 2011 (15 years)
Registration #
001264611
Postcode
5000
📞 0432 029 746🌐 Website
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★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Experience
Since 2011 (15 years)
Registration #
000412868
Postcode
5000
📞 (07) 3237 5999🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001002687
Postcode
5000
📞 1300 732 266🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001255189
Postcode
5000
📞 1800 813 327🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000404093
Postcode
5000
📞 1800 738 473🌐 Website
Self Managed Superannuation FundsAdvanced DiplomaCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Nicky Dwyer★★★★ 3.6 (10 reviews)

BWP ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/63 Pirie St, Adelaide SA 5000
Experience
Since 2011 (15 years)
Registration #
000299439
Postcode
5000
📞 (08) 8372 7900🌐 Website
AccountingFinancial PlanningFinancial PlanningCFP Certification Programme
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rosland Elizabeth Whitehead★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001005605
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001006069
Postcode
5000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 LEVEL 4/431 King William St, Adelaide SA 5000
Experience
Since 2011 (15 years)
Registration #
000415542
Postcode
5000
📞 1300 450 000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
000432584
Postcode
5000
📞 (03) 9328 3900
Diploma of Financial PlanningMargin LendingCertified Practicing Accountants ProgramBachelor of Commerce (Accounting)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Briohny Powell★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000431889
Postcode
5000
📞 1800 331 685🌐 Website
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★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2012 (14 years)
Registration #
000324989
Postcode
5000
📞 (07) 5574 0244
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★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2012 (14 years)
Registration #
001002291
Postcode
5000
🌐 Website
COMMLAW1004COMMLAW3500Bachelor of Commerce (Corporate Finance)RG146
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Glenn Adam Pycock★★★★ 4.3 (6 reviews)

OPENMARKETS AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 15/388 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000426962
Postcode
5000
📞 1300 769 433🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000439266
Postcode
5000
📞 1800 445 767🌐 Website
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
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001002826
Postcode
5000
📞 (02) 8036 6490🌐 Website
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2012 (14 years)
Registration #
001001107
Postcode
5000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Accounting)Bachelor of FinanceGraduate Diploma of Financial PlanningMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leszek Jarco★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000429468
Postcode
5000
📞 1800 445 767🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of International FinanceMargin LendingSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew Allan★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001004164
Postcode
5000
📞 1300 138 848🌐 Website
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★★★★ 4.2 (41 reviews)

PINNACLE DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Unit 6/181 Gilles St, Adelaide SA 5000
Experience
Since 2012 (14 years)
Registration #
000422116
Postcode
5000
📞 (08) 8100 7800🌐 Website
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★★★★ 4.2 (10 reviews)

LIONSGATE FINANCIAL GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 Level 1, Unit 5/2-6 Kingsway, Cronulla NSW 2230
Experience
Since 2012 (14 years)
Registration #
000421593
Postcode
5000
📞 1300 683 323
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000431326
Postcode
5000
📞 1800 331 685🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002908
Postcode
5000
📞 1300 138 138🌐 Website
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★★★★★ 5 (1 reviews)

HENDERSONS FP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/26 Flinders St, Adelaide SA 5000
Experience
Since 2013 (13 years)
Registration #
000454658
Postcode
5000
📞 (08) 7202 1400🌐 Website
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★★★★ 3.6 (10 reviews)

BWP ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/63 Pirie St, Adelaide SA 5000
Experience
Since 2013 (13 years)
Registration #
001001108
Postcode
5000
📞 (08) 8372 7900🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000442665
Postcode
5000
📞 1800 738 473🌐 Website
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★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2013 (13 years)
Registration #
000449414
Postcode
5000
📞 (08) 8273 9300🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003676
Postcode
5000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2014 (12 years)
Registration #
001000300
Postcode
5000
📞 (08) 8409 4333🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001006888
Postcode
5000
📞 13 22 65🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2014 (12 years)
Registration #
001004305
Postcode
5000
📞 (03) 9328 3900
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2014 (12 years)
Registration #
001002674
Postcode
5000
📞 (08) 8409 4333🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001001717
Postcode
5000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000458808
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2014 (12 years)
Registration #
001276007
Postcode
5000
📞 (08) 8409 4333🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001236978
Postcode
5000
📞 1800 738 473🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001001730
Postcode
5000
📞 (03) 9292 0101🌐 Website
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
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001001011
Postcode
5000
📞 (02) 8036 6490🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kyle Vause★★★★★ 5 (1 reviews)

EDWARDS MARSHALL ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 3/153 Flinders St, Adelaide SA 5000
Experience
Since 2014 (12 years)
Registration #
001005034
Postcode
5000
📞 (08) 8139 1111🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2014 (12 years)
Registration #
001001719
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of Applied ScienceGraduate Diploma of Financial PlanningAdvanced Self Managed Superannuation FundsCertified Financial Planner
SuperannuationSecuritiesDerivativesGovernment Debentures
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Steven Paul Weinmann★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2014 (12 years)
Registration #
000447661
Postcode
5000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001235525
Postcode
5000
📞 1300 663 334🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2015 (11 years)
Registration #
001233042
Postcode
5000
📞 (08) 8409 4333🌐 Website
Master of Applied FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ann Kinnane★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
RegisteredTax Advice ✓
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2015 (11 years)
Registration #
001237124
Postcode
5000
🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001006499
Postcode
5000
📞 (03) 9823 1345🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001238206
Postcode
5000
📞 (02) 8232 3333🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233888
Postcode
5000
📞 1300 138 848🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001238205
Postcode
5000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001007555
Postcode
5000
📞 (02) 9178 0700🌐 Website
Bachelor of ScienceFNS50611 Diploma of Financial PlanningFNS60410 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Elizabeth Anne Anderson

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000346899
Postcode
5000
📞 1800 738 473🌐 Website
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
RegisteredTax Advice ✓
📍 167 Gilles St, Adelaide SA 5000
Experience
Since 2015 (11 years)
Registration #
001237960
Postcode
5000
📞 (08) 8122 1688🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001002171
Postcode
5000
📞 (02) 9178 0700🌐 Website
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★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2015 (11 years)
Registration #
001270230
Postcode
5000
📞 (02) 9328 0876🌐 Website
Diploma of Finance and Mortgage Broking Management7269AFE/7815AFE Ethics and ProfessionalismMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jodie Garden★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001232903
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2015 (11 years)
Registration #
001271607
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001003310
Postcode
5000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001003310
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001233305
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001007538
Postcode
5000
📞 1300 134 187🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001235689
Postcode
5000
📞 1800 813 327🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2015 (11 years)
Registration #
001232861
Postcode
5000
📞 1800 062 134🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2015 (11 years)
Registration #
001241946
Postcode
5000
📞 1800 062 134🌐 Website
Bachelor Of CommerceDiploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ralph Justin Bryant★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001236210
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Corporate Finance)Diploma of Financial PlanningAccredited Derivatives Adviser Level 2Tier 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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Ray Senior★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001234424
Postcode
5000
📞 1300 134 187🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2015 (11 years)
Registration #
001233981
Postcode
5000
📞 1800 062 134🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001235852
Postcode
5000
📞 (02) 9178 0700🌐 Website
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★★★★★ 5 (1 reviews)

HENDERSONS FP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/26 Flinders St, Adelaide SA 5000
Experience
Since 2015 (11 years)
Registration #
001008640
Postcode
5000
📞 (08) 7202 1400🌐 Website
Graduate Diploma in Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Warwick James Edwards★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001240596
Postcode
5000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001240596
Postcode
5000
📞 (03) 9292 0101🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001244330
Postcode
5000
📞 (07) 0000 0036🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001242825
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001245717
Postcode
5000
📞 (02) 9231 2133🌐 Website
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★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001238864
Postcode
5000
📞 (02) 8422 5500🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001240665
Postcode
5000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2016 (10 years)
Registration #
001238997
Postcode
5000
📞 1800 062 134🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249626
Postcode
5000
📞 1800 501 204🌐 Website
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
RegisteredTax Advice ✓
📍 167 Gilles St, Adelaide SA 5000
Experience
Since 2016 (10 years)
Registration #
001246997
Postcode
5000
📞 (08) 8122 1688🌐 Website
Bachelor of EngineeringMasters of EconomicsChartered Financial Analyst (CFA)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Maria Faskheeva★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001240614
Postcode
5000
📞 (02) 9231 2133🌐 Website
Bachelor of CommerceDiploma Financial Planning FNS50611RG146 928 Margin LendingRG146 Securities & Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Amato★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001253466
Postcode
5000
📞 (02) 8216 6300🌐 Website
Bach of Commerce (Corp Finance)National DTR AccreditationRG 146Graduate Diploma Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Melissa Miller★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2016 (10 years)
Registration #
001244081
Postcode
5000
📞 (07) 5574 0244
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001246374
Postcode
5000
📞 (03) 9256 8700🌐 Website
Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 1
SecuritiesDerivativesGovernment Debentures
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Nikola Radoicic★★★★★ 5 (40 reviews)

SA WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 145 South Tce, Adelaide SA 5000
Experience
Since 2016 (10 years)
Registration #
001248108
Postcode
5000
📞 (08) 8268 5160🌐 Website
Bachelor of Commerce & Applied FinanceDiploma Finance and Mortgage BrokingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Paula Alice Walker★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2016 (10 years)
Registration #
001316775
Postcode
5000
📞 (08) 8104 9111🌐 Website
Bachelor of CommercePostgraduate Diploma in AccountancyPostgraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shari Neagle★★★★ 3.6 (10 reviews)

BWP ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/63 Pirie St, Adelaide SA 5000
Experience
Since 2016 (10 years)
Registration #
001239342
Postcode
5000
📞 (08) 8372 7900🌐 Website
Bachelor of Business(Accounting)CPA AccreditationSMSF Specialist Advisor (SSA)Financial Planning
SuperannuationRSA Products
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Stefan Nicholas Melito★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001242082
Postcode
5000
📞 1300 138 848🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001256880
Postcode
5000
📞 (03) 9242 4000🌐 Website
Bachelor of Applied FinanceDiploma of Financial PlanningAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Williams★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2017 (9 years)
Registration #
001255673
Postcode
5000
📞 (08) 8273 9300🌐 Website
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 RegisteredTax Advice ✓
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★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2017 (9 years)
Registration #
001255678
Postcode
5000
📞 (08) 8273 9300🌐 Website
Diploma of Business StudiesBachelor of CommerceSMSF Specialist Advisor ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Kyle Sutton★★★★★ 5 (1 reviews)

TAYLOR COLLISON LIMITED
Registered
📍 Level 16/211 Victoria Square, Adelaide SA 5000
Experience
Since 2017 (9 years)
Registration #
001258020
Postcode
5000
🌐 Website
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
📍 2/64 Hindmarsh Square, Adelaide SA 5000
Experience
Since 2017 (9 years)
Registration #
001250663
Postcode
5000
📞 (08) 8232 1274🌐 Website
Bachelor of Business Commercial LawBachelor of CommerceAspects of SMSF Specialist Advisor CourseDiploma of Financial Planning
Self-Managed Super (SMSF)
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Svetlana Ushenin★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001260965
Postcode
5000
📞 1800 331 685🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2017 (9 years)
Registration #
001258562
Postcode
5000
📞 (07) 3334 4888🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252026
Postcode
5000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260651
Postcode
5000
📞 1800 738 473🌐 Website
Bachelor of Applied FinanceDiploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Wen Chien Chang★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2017 (9 years)
Registration #
001252266
Postcode
5000
📞 1300 974 947🌐 Website
Bachelor of FinanceDiploma of Financial PlanningSelf-Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam John Boon★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001009204
Postcode
5000
📞 (02) 9238 1238🌐 Website
Diploma of Financial AdvisingAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Margin Lending and Gearing Investments
SuperannuationSecuritiesRSA Products
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Alessandra Marie Forero Morales★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001267237
Postcode
5000
📞 (08) 8409 4333🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Paul Hunter

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001261732
Postcode
5000
📞 1800 738 473🌐 Website
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
RegisteredTax Advice ✓
📍 Level 1/458 Morphett St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001265579
Postcode
5000
📞 (08) 8332 5044🌐 Website
Diploma of Financial Services ( Financial Planning)Self Managed Superannuation FundsMaster of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Scott Broad★★★★★ 5 (40 reviews)

SA WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 145 South Tce, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001266998
Postcode
5000
📞 (08) 8268 5160🌐 Website
Bachelor of Commerce (Accounting/Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Hordern-Gibbings★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001267082
Postcode
5000
📞 1800 331 685🌐 Website
Bachelor Commerce (Marketing)Diploma Financial PlanningAdvanced Diploma Financial PlanningGraduate diploma of financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cheryl Cox

SMSF ADVISERS NETWORK PTY LTD
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2018 (8 years)
Registration #
001268805
Postcode
5000
📞 1800 906 456🌐 Website
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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Dylan Bruce Vandenbrink

KNIGHTSBRIDGE WEALTH MANAGEMENT PTY LTD
Registered
📍 Suite 206/147 Pirie St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001263787
Postcode
5000
📞 (08) 7325 8100🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Eddel Sadri

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267786
Postcode
5000
📞 (02) 7238 4192🌐 Website
Bachelor of FinanceCertificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Eleanor Mary Manuel Hempel★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001272607
Postcode
5000
📞 (08) 8273 9300🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Ashley Young★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001273436
Postcode
5000
📞 (08) 8236 8888🌐 Website
ASX DTR ExamRG 146Graduate Diploma of Chartered AccountingEthics and Professional Relationships
Government Debentures
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Jessica Pearce★★★★★ 5 (1 reviews)

STELLAN CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 13/45 Pirie St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001265827
Postcode
5000
🌐 Website
Bachelor of Quantitative FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jolie Margaret Boyce

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270148
Postcode
5000
📞 1800 738 473🌐 Website
8 unit Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Lachlan Mill★★★★★ 5 (2 reviews)

OPTIMAL AFSL PTY LTD
Registered
📍 Level 13/431 King William St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001263949
Postcode
5000
📞 (08) 8267 3333🌐 Website
Graduate Diploma of Applied Finance and InvestmentAdvanced Diploma of AccountingDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lin Carey★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001263264
Postcode
5000
📞 (08) 8104 9111🌐 Website
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Selfe

ACTUATE ALLIANCE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 38 Danks St, Port Melbourne VIC 3207
Experience
Since 2018 (8 years)
Registration #
001263132
Postcode
5000
📞 0414 369 306🌐 Website
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
RegisteredTax Advice ✓
📍 LEVEL 4/431 King William St, Adelaide SA 5000
Experience
Since 2018 (8 years)
Registration #
001263824
Postcode
5000
📞 1300 450 000🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Opel Van Leerdam★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271721
Postcode
5000
📞 1300 650 873🌐 Website
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
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Paer Flygare

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Registered
📍 Level 9/20 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271644
Postcode
5000
📞 (02) 9239 9333🌐 Website
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Prabhat Mehla★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272576
Postcode
5000
📞 (07) 0000 0036🌐 Website
Bachelor of Commerce (Accounting)RG146 letterCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Ramandeep Singh★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273158
Postcode
5000
📞 1300 138 848🌐 Website
Bachelor of CommerceMaster of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Louise Robinson★ 1 (1 reviews)

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 50 Borthwick Ave, Murarrie QLD 4172
Experience
Since 2018 (8 years)
Registration #
001272546
Postcode
5000
📞 (07) 3902 9800🌐 Website
Bachelor of AccountancyChartered Accountant ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Thyra Marguerite Wilton

PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 9/20 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266077
Postcode
5000
📞 (02) 9239 9333🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Warren Adam Halfpenny★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270334
Postcode
5000
📞 (03) 9292 0101🌐 Website
Diploma of Financial PlanningFinancial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268697
Postcode
5000
📞 1800 331 685🌐 Website
Master of accounting and financeCPADiploma of Financial PlanningEthics and professionalism in financial advice
SuperannuationLife InsuranceLife Investment
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Benjamin Scott Jefferies★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001290966
Postcode
5000
📞 (02) 8232 3333🌐 Website
Tier 1 Financial PlanningDBCF / DBDD Bachelor of Business (Finance)FPE016 Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Andrew Richards★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001293443
Postcode
5000
📞 1800 445 767🌐 Website
Bachelor of EconomicsBachelor of FinanceGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Umberto Catalano★★★★★ 5 (40 reviews)

SA WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 145 South Tce, Adelaide SA 5000
Experience
Since 2021 (5 years)
Registration #
001284684
Postcode
5000
📞 (08) 8268 5160🌐 Website
Bachelor of Business (Finance)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Yanni Alexander Zabanias★★★★★ 5 (40 reviews)

SA WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 145 South Tce, Adelaide SA 5000
Experience
Since 2021 (5 years)
Registration #
001284685
Postcode
5000
📞 (08) 8268 5160🌐 Website
Bachelor of Business (Finance)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Christopher Aldo Franco★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2022 (4 years)
Registration #
001293415
Postcode
5000
📞 (08) 8409 4333🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew White★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001292409
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsBachelor of International StudiesMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning
Securities
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Patrick James Sutherland★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2022 (4 years)
Registration #
001295547
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2022 (4 years)
Registration #
001293599
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001292408
Postcode
5000
📞 (02) 9775 2600🌐 Website
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001302034
Postcode
5000
📞 (08) 9261 9100🌐 Website
Bachelor of Business (Finance)Ethics and Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexandra Wiedenmann★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001306046
Postcode
5000
📞 (03) 9292 0101🌐 Website
Certificate 4 in Mortgage BrokeringGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amanda Garmston★★★★★ 5 (1 reviews)

STELLAN CAPITAL GROUP PTY LTD
Registered
📍 Level 13/45 Pirie St, Adelaide SA 5000
Experience
Since 2023 (3 years)
Registration #
001305694
Postcode
5000
🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2023 (3 years)
Registration #
001293416
Postcode
5000
📞 (08) 8409 4333🌐 Website
Graduate Diploma of Applied FinanceEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Domenic Claudio Gullifa

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2023 (3 years)
Registration #
001298745
Postcode
5000
📞 1800 062 134🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Wilson Pritchard★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001301836
Postcode
5000
📞 (03) 9906 5000🌐 Website
Bachelor of Applied FinanceBachelor of CommerceEthics and Professionalism in Financial AdviceUO Applied Financial Planning
SecuritiesGovernment DebenturesForeign Exchange
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Matthew Mcrae★★★★★ 5 (2 reviews)

WEALTH IQ GROUP PTY LTD
RegisteredTax Advice ✓
📍 Unit 8/435-439 Fullarton Rd, Highgate SA 5063
Experience
Since 2023 (3 years)
Registration #
001305695
Postcode
5000
📞 (08) 8271 5427🌐 Website
Bachelor of Commerce in Corporate FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Matthew Harris★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001302172
Postcode
5000
📞 (02) 8216 6300🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001308163
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Daniel Conterno★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001303413
Postcode
5000
📞 1300 847 434🌐 Website
Bachelor of Applied FinanceBachelor of CommerceSelf-Managed Super FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Deepak Raj★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001309362
Postcode
5000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2024 (2 years)
Registration #
001307013
Postcode
5000
📞 (08) 8409 4333🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Simon Izzo★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2024 (2 years)
Registration #
001306514
Postcode
5000
📞 (08) 8409 4333🌐 Website
Bachelor of Applied FinanceFPC002B Ethics and Professionalism in Financial AdviceSMSF Regulations and TaxationTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nikki Lee Eddy★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Experience
Since 2024 (2 years)
Registration #
001305045
Postcode
5000
📞 (08) 8104 9111🌐 Website
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★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001302747
Postcode
5000
📞 1800 445 767🌐 Website
Graduate Diploma of Financial PlanningSuperConcepts Specialist SMSF CourseTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew George Galea★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001313039
Postcode
5000
📞 1800 331 685🌐 Website
DMFP Master of Finance (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Ben Stafford Hutchieson★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001308836
Postcode
5000
📞 13 22 65🌐 Website
Bachelor of Business (Economics, Finance and Trade)Graduate Diploma of Financial Planning
Foreign Exchange
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Brenae Anne Wieringa★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311289
Postcode
5000
📞 1800 445 767🌐 Website
Bachelor of Business (Financial Planning)SMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brodie Johannes Coldwell★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001311342
Postcode
5000
📞 (07) 3237 5999🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001306704
Postcode
5000
📞 (03) 9328 3900
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charlie Ralph Potter★★★★ 3.9 (12 reviews)

BAKER YOUNG LIMITED
Registered
📍 Level 6/121 King William St, Adelaide SA 5000
Experience
Since 2025 (1 years)
Registration #
001296067
Postcode
5000
📞 (08) 8236 8888🌐 Website
Core 1Bachelor of Ecomonics with Bachelor of FinanceGraduate Diploma of Financial Planning
Government Debentures
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Christopher Gerald Jones★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2025 (1 years)
Registration #
001313705
Postcode
5000
📞 (08) 8273 9300🌐 Website
Bachelor of Commerce (Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Emma Burckhardt★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2025 (1 years)
Registration #
000341604
Postcode
5000
📞 (08) 8273 9300🌐 Website
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
Is this you? Claim this listing →

Habibullah Sakhi★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001300792
Postcode
5000
📞 1800 331 685🌐 Website
FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Hayley Jane Cook★★★★★ 5 (2 reviews)

OPTIMAL AFSL PTY LTD
RegisteredTax Advice ✓
📍 Level 13/431 King William St, Adelaide SA 5000
Experience
Since 2025 (1 years)
Registration #
001309081
Postcode
5000
📞 (08) 8267 3333🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Piscioneri★★★★★ 5 (40 reviews)

SA WEALTH SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor, 145 South Tce, Adelaide SA 5000
Experience
Since 2025 (1 years)
Registration #
001313068
Postcode
5000
📞 (08) 8268 5160🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Stephen Merrett★★★★★ 4.7 (29 reviews)

FIDUCIAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 York St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311502
Postcode
5000
📞 (02) 9231 2133🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Teagan Louise Loveridge★★★★★ 4.7 (23 reviews)

PERKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 8/81 Flinders St, Adelaide SA 5000
Experience
Since 2025 (1 years)
Registration #
001310137
Postcode
5000
📞 (08) 8273 9300🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Thomas James Schumacher★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001312763
Postcode
5000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001309286
Postcode
5000
📞 (03) 9328 3900
Bachelor of Business (Financial Planning) (DBRF)Margin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Connor Gavin Ballenden

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2026 (0 years)
Registration #
001315960
Postcode
5000
📞 (03) 9328 3900
Bachelor of Business (Financial Planning) 9 Unit Specialisation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hayden Victor Welsh★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2026 (0 years)
Registration #
001311491
Postcode
5000
📞 (07) 3334 4888🌐 Website
Graduate Diploma of Financial PlanningBachelor of Commerce (Finance)
SuperannuationSecuritiesGovernment Debentures
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James Bills★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001311034
Postcode
5000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Corporate Finance)Bachelor of LawsGraduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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James Mitton★★★★ 4.4 (16 reviews)

WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
RegisteredTax Advice ✓
📍 6/211 Victoria Square, Adelaide SA 5000
Experience
Since 2026 (0 years)
Registration #
001316259
Postcode
5000
📞 (08) 8409 4333🌐 Website
Master of Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Alexander Jack Hogg

GODFREY PEMBROKE GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Registration #
001315509
Postcode
5000
📞 (02) 6249 1555
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Bruna Wilhelm★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
Not RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Registration #
001318975
Postcode
5000
📞 1800 331 685🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Daniel John Henderson★★★★★ 5 (1 reviews)

HENDERSONS FP PTY LTD
RegisteredTax Advice ✓
📍 Level 12/26 Flinders St, Adelaide SA 5000
Registration #
000298315
Postcode
5000
📞 (08) 7202 1400🌐 Website
ORDINARY DEGREE OF BACHELOR OF ECONOMICSGRADUATE DIPLOMA IN FINANCIAL PLANNING
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Michael Brady★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #
001319199
Postcode
5000
📞 1300 732 266🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

David Matthew Dann★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #
001319200
Postcode
5000
📞 1300 732 266🌐 Website
Bachelor of Arts (Information Studies)Diploma of Financial PlanningBachelor of Business (Financial Planning) (DBRF)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jacky Hoac★★★★★ 5 (3 reviews)

HALPIN WEALTH PARTNERS PTY LTD
Not RegisteredTax Advice ✓
📍 Level 6/101 Pirie St, Adelaide SA 5000
Registration #
001311739
Postcode
5000
📞 (08) 8104 9111🌐 Website
Bachelor of FinanceGraduate Diploma of Financial PlanningSuperConcepts Specialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jasmine Kaila Eyles

PARAGEM PTY LIMITED
Not RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Registration #
001316850
Postcode
5000
📞 (02) 8036 6490🌐 Website
Bachelor of Commerce (Financial Planning and Accounting)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Laura Mae Caven★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Not Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #
001314895
Postcode
5000
📞 (07) 3334 4888🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

Monica Louise Maher★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Not Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Registration #
001315570
Postcode
5000
📞 (02) 9775 2600🌐 Website
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★ 1 (1 reviews)

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 50 Borthwick Ave, Murarrie QLD 4172
Registration #
001318161
Postcode
5000
📞 (07) 3902 9800🌐 Website
XBFP Bachelor of Business (Financial Planning) UniSA Online (UO)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Natasha Denise Cruickshank★★★★ 4.5 (11 reviews)

BDO PRIVATE WEALTH ADVISERS PTY LTD
Not RegisteredTax Advice ✓
📍 Level 18/360 Queen St, Brisbane City QLD 4000
Registration #
001314801
Postcode
5000
📞 (07) 3237 5999🌐 Website
Bachelor of Commerce (Management)Bachelor of LawsContract LawDMFP Master of Finance (Financial Planning).
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nirva Darshan Stead

RI ADVICE GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Registration #
001317869
Postcode
5000
📞 1800 738 473🌐 Website
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 RegisteredTax Advice ✓
📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
Registration #
001320188
Postcode
5000
📞 (03) 9823 1345🌐 Website
Master of Finance (Financial Planning)Financial Advice Association of Australia (FAAA)
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Steven Jeffrey Springford

INTEGRITY FINANCIAL (SA) PTY LTD
Not RegisteredTax Advice ✓
📍 1203/147 Pirie St, Adelaide SA 5000
Registration #
001318282
Postcode
5000
📞 (08) 7078 3000🌐 Website
Bachelor of Business (Financial Planning)
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Nearby Financial Advisers

Adeliade, SA 2 listings · 0m Kent Town, SA 40 listings · 2km Wayville, SA 38 listings · 2km North Adelaide, SA 25 listings · 2km Unley, SA 43 listings · 2km Parkside, SA 46 listings · 2km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Adelaide, South Australia appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.

What's the difference between a financial adviser and a financial planner?

In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.

Are initial consultations with financial advisers free?

Most financial advisers in Adelaide, South Australia offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.

What should I bring to a first meeting with a financial adviser?

Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.

Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.