10 verified financial advisers

Financial Advisers in Balwyn, VIC

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

Showing 10 results

Joseph John Zanca

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1989 (37 years)
Registration #
000255868
Postcode
3103
Bachelor of BusinessChartered Accountant (CA)Certified Practising Accountant (CPA)Certificate in Financial Markets
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney Geilman

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1996 (30 years)
Registration #
000242337
Postcode
3103
Bachelor of BusinessAdvanced Strategies for Self Managed SuperannuationDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Lavery

CHPW FINANCIAL PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001001072
Postcode
3103
Bachelor of HumanitiesGraduate Diploma of Applied Finance & InvestmentDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nathan Tiberi

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000237781
Postcode
3103
Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gabriel Carey

CADRE CORPORATE PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001239224
Postcode
3103
Diploma of Financial PlanningMaster of Business Administration (Executive)Ethics and Professionalism in Financial AdviceSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Philip Tenner

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000386197
Postcode
3103
Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Prashneel Karan

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000460954
Postcode
3103
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)RG146 Tier 1 Specialist Margin Lending Course5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shaowei Fang

APEX MACRO FINANCIAL GROUP PTY. LTD.
Registered
Experience
Since 2015 (11 years)
Registration #
001234985
Postcode
3103
Masters of LawSelf Managed Superannuation FundsTier One Margin LendingFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jessica Check

INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Registered
Experience
Since 2017 (9 years)
Registration #
001257966
Postcode
3103
Bachelor of Arts and CommerceSelf Managed Superannuation FundsEthics and ProfessionalismTaxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Barnard Mascitelli

CADRE CORPORATE PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001298117
Postcode
3103
Bachelor of Commerce With DistinctionBachelor of Laws With DistinctionGraduate Diploma of Financial PlanningSpecialist SMSF Online Course
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.