5 verified financial advisers

Financial Advisers in Mawson Lakes, SA

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

Showing 5 results

Kristie Peters

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000239694
Postcode
5095
Bachelor of Business (Banking and Finance)Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon James Burge

WEALTH TODAY PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000318251
Postcode
5095
Diploma of Financial Services (Financial Planning)DPML Margin LendingSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marion Gaertner

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000323378
Postcode
5095
Bachelor of Arts (with Second Class Honours in German Language and Literature)Diploma of EducationDiploma of Financial Services (Financial Planning)MBA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yianni Ioanis Tsimopoulos

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000298278
Postcode
5095
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Robert Rocco Daniele

COBALT ADVISERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001265605
Postcode
5095
Diploma of Financial PlanningBachelor of Commerce (Accounting)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.