11 verified financial advisers

Financial Advisers in Port Adelaide, SA

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

Showing 11 results

David Stewart James

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000248560
Postcode
5015
Diploma of Financial MarketsGraduate Diploma of Applied Finance and InvestmentSelf Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Glenn Steventon

FINPLAN ADVICE PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000242702
Postcode
5015
Certified Financial PlannerDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren John Thomas

MAVEN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000249938
Postcode
5015
CommerceFinancial PlanningEthics for Financial ServicesChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Simon James

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000343586
Postcode
5015
Diploma of Financial Services (Financial Planning)SMSF CourseAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alexander John Uszynski

FINPLAN ADVICE PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000454401
Postcode
5015
Bachelor of Applied FinanceFinancial Adviser ExamEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kira-Lea Wilson

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000431459
Postcode
5015
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Vanita Gaye Barry

FINPLAN ADVICE PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000456970
Postcode
5015
Advanced Diploma of Financial Services (Financial Planning)Diploma of Finanial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Keiran Thomas Mcphee

FINPLAN ADVICE PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001233558
Postcode
5015
Bachelor EconomicsGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Marie Maguire

MERIT WEALTH PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001250162
Postcode
5015
Bachelor of CommerceSMSF Specialist AdvisorGraduate Diploma of Financial PlanningChartered Accountant (CA)
Superannuation
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Jason Macintyre James

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001263543
Postcode
5015
Bachelor of EconomicsBachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vince Antonio Fratamico

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001268545
Postcode
5015
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.