14 verified financial advisers

Financial Advisers in Ascot Vale, VIC

Compare registered financial advisers in Ascot Vale, Victoria. All listings sourced from the ASIC Financial Advisers Register.

Showing 14 results

Clinton Smith

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000428687
Postcode
3032
Bachelor of Business (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Theuma

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001003987
Postcode
3032
Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melissa Azzopardi

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000407824
Postcode
3032
Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Richard Brown

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000242202
Postcode
3032
Bachelor of BusinessCertified Practising Accountant (CPA)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Timothy Campbell

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000440114
Postcode
3032
Bachelor of Business (Economics and Finance)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jason Scott Bell

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001008463
Postcode
3032
Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningCertified Financial PlannerProvide Advice in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Steven Nickelson

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000328106
Postcode
3032
Bachelor of Commerce (Accounting & Financial Planning)Certified Financial Planner (CFP)RG146 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee Katie Nickelson

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000391967
Postcode
3032
Bachelor of Behavioural Science (Psychology)Diploma of Financial Planning FNS50804Advanced Diploma of Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Daniel White

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000443251
Postcode
3032
Bachelor of Business (Economics and Finance)Advanced Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dayuan Wang

MERIT WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001259898
Postcode
3032
Bachelor of Business (Accounting)Master of Business (Accounting)Certified Practicing Accountant (CPA)Advising in SMSFs
Superannuation
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Stephen James Morfesse

INSIGHT INVESTMENT PARTNERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270934
Postcode
3032
Bachelor of Business (AccountancyDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSecurities and Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alicia Simone Honey

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001293040
Postcode
3032
Certificate IV in Financial ServicesDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lachlan James Brown

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001303763
Postcode
3032
Diploma of Financial PlanningBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Crawford Peter Robson Ross

CONSULTUM FINANCIAL ADVISERS PTY LTD
Not Registered
Registration #
001311313
Postcode
3032
Master of Science in Economic Management and PolicyMaster of Business AdministrationMaster of MarketingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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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.