2 verified financial advisers

Financial Advisers in Bulleen, VIC

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

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Maria Catena Picciani★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD

RegisteredTax Advice ✓

📍 Level 1/607 Bourke St, Melbourne VIC 3000

Experience

Since 1999 (27 years)

Registration #

000330738

Postcode

3105

📞 1300 306 900 🌐 Website

Diploma of Financial PlanningASX Accredited Listed Product Adviser ProgramMargin Lending and Geared InvestmentsSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kar Mun Chin

ALLIANCE WEALTH PTY LTD

RegisteredTax Advice ✓

📍 9 Park St, Coorparoo QLD 4151

Experience

Since 2008 (18 years)

Registration #

000332447

Postcode

3105

📞 0414 971 806 🌐 Website

Margin Lending and Geared Investments CourseBachelor of Business (Economics and Finance)Diploma of Financial Services (Finance/Mortgage Broking Management)Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA 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.