18 verified financial advisers

Financial Advisers in Mount Gambier, SA

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

Showing 18 results

Paul Halligan

DUNBAR HOUSE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1988 (38 years)
Registration #
001241206
Postcode
5290
Certified Financial PlannerDiploma Of Financial PlanningDiploma Of Superannuation ManagementAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ben Newman

SHADFORTH FINANCIAL GROUP LIMITED
Registered
Experience
Since 1997 (29 years)
Registration #
001003070
Postcode
5290
Diploma of Financial PlanningDPML Margin LendingGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marion Jean Kilsby

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000242953
Postcode
5290
Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Leslie Elliott

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000330648
Postcode
5290
Diploma of Financial Advising (8 units)Self Managed Super Funds Course (ANZ Workshop)Accredited Listed Product Adviser ProgramDiploma of Financial Planning (DFP1-3)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Jonathon Pegler

SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001001224
Postcode
5290
Certified Financial PlannerDiploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Rex Whittaker

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000276763
Postcode
5290
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesCertified Practicing Accountant Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trevor Neil Morony

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000278028
Postcode
5290
Diploma of Financial Services (Financial Planning) FNB50802Advanced Diploma Financial Services (FP) FNB60402RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Flavel

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000405953
Postcode
5290
Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Cowling

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001004785
Postcode
5290
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alistair Morgan

SHADFORTH FINANCIAL GROUP LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
001003069
Postcode
5290
Diploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS60404Bachelor of Business5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Scott Nuske

SHARTRU WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000230062
Postcode
5290
Bachelor of AccountancyDiploma of Financial Services (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Max Bruins

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000309611
Postcode
5290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Annie Elizabeth Harris

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000330312
Postcode
5290
Bachelor of Applied ScienceGraduate Diploma of ComputingDiploma of Business ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Campbell Munro Hopgood

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000437399
Postcode
5290
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404928 RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Suzanne Nicole Packer

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000383986
Postcode
5290
Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied Finance (Financial Planning)Margin Lending and Geared InvestmentsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Derek Michael Murphy

SHARTRU WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000275748
Postcode
5290
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Clements

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001268407
Postcode
5290
Bachelor of Commerce (Accounting)Diploma of Financial PlanningCertified Practicing Accountants (CPA) Australia ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Johanna Hopgood

MERIT WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269707
Postcode
5290
Bachelor of Arts (International Studies)Bachelor of Business (International Business)Financial Services Training PackageDiploma of Financial Planning
Superannuation
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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.