25 verified financial advisers

Financial Advisers in Cheltenham, VIC

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

Showing 25 results

Theo Christopoulos

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1987 (39 years)
Registration #
000388937
Postcode
3192
Graduate DiplomaCFPDiploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Christian Goethel

LETS MAKE MONEY PTY LTD.
Registered
Experience
Since 1989 (37 years)
Registration #
000245417
Postcode
3192
Bachelor of BusinessPersonal Investment PlanningMBA Finance MajorFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Hol

ROSETTA STONE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000235816
Postcode
3192
Bachelor of Business (Accounting)Graduate Diploma of Applied Finance and InvestmentCertified Financial Planner (CFP)Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Abley

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
001264193
Postcode
3192
Certified Financial PlannerDiploma of Financial PlanningMargin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Andrew Turner

KINGSTON PRIVATE WEALTH PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000246188
Postcode
3192
Bachelor of Business (Accounting)CPA ProgramCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Maartina Sonneveld

NEXTPLAN FINANCIAL PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000297377
Postcode
3192
Diploma of Financial PlanningSMSF Adviser Education ProgramThe Securities & Derivatives Industry Association (SDIA) Accreditation ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Damian Ryan

ESSENTIAL FINANCIAL PLANNING AUSTRALIA PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000287847
Postcode
3192
CFP Certification ProgramCertificate IV Finance & Mortgage BrokingAustralian Institute of Company DirectorsFinance Brokers Association of Australia Ltd
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brett Malcolm Waters

KINGSTON PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000246201
Postcode
3192
Certified Financial PlannerGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicola Catherine Hill

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001001375
Postcode
3192
Bachelor of Business (Accounting)Chartered AccountantMaster of TaxationCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bernardo Moyano

NEXTPLAN FINANCIAL PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000295705
Postcode
3192
Advanced Diploma of Financial ServicesDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Frampton

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001004810
Postcode
3192
Bachelor of BusinessCertified Financial Planner (CFP)Chartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Kerr

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000264945
Postcode
3192
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (FP)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Semple

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000275498
Postcode
3192
Bachelor of Business (Enterprise Development)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeffrey Morel

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000320830
Postcode
3192
Advanced Diploma of Financial ServicesDiploma of Financial PlanningAged Care CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nickolaos Comninacis

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001002076
Postcode
3192
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Riley

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000330332
Postcode
3192
Bachelor of Business (Accounting)Certified Practising AccountantDiploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Evguenia Rutkowski

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001234317
Postcode
3192
Bachelor of Commerce (Finance & Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Greig Ian Pereira

RUBICON FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000334436
Postcode
3192
Bachelor of ArtsGrad Dip in Applied Finance & InvestmentsGraduate Diploma in Applied Finance & InvestmentAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Jonathan Scukovic

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001264055
Postcode
3192
Master of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Jian Min Zhuang

ARABIN-FOYE PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001233007
Postcode
3192
Bachelor of commerceCertified Financial PlannerSelf managed superannuation specialist adviserEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Booth

KINGSTON PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001008372
Postcode
3192
Bachelor of Business (Banking and Finance)Life InsuranceCertified Financial PlannerAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Liddle

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001008276
Postcode
3192
Bachelor of Engineering with Honours (Metallurgical Engineering)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cornelis Maarten Sonneveld

NEXTPLAN FINANCIAL PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001251279
Postcode
3192
Bachelor of EngineeringBachelor of Technology (Aerospace)Diploma of Financial PlanningAdvanced Diploma of Financial
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Heinrich Fritz Jacobs

LIGHTBULB FINANCIAL MANAGEMENT PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001241405
Postcode
3192
Graduate Certificate of ManagementMaster of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Wong

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273218
Postcode
3192
Bachelor of CommerceCertificate IV Mortgage BrokingDiploma of Financial PlanningEconomic and Legal Context for Financial Planning FPC001B
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.