5 verified financial advisers

Financial Advisers in East Geelong, VIC

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

Showing 5 results

Gerald Stanley Lilkendey

NEXTPLAN FINANCIAL PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000297841
Postcode
3219
CFPDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Unthank

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000337883
Postcode
3219
Self Managed Superannuation FundsMargin Lending and Geared InvestmentsDiploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Mcdonald

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2002 (24 years)
Registration #
000313664
Postcode
3219
Bachelor of Commerce (Finance, Marketing and Financial Planning)Certified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrea Collins

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000288511
Postcode
3219
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Angela Marie Pidd

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001268797
Postcode
3219
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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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.