73 verified financial advisers

Financial Advisers in Geelong, VIC

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

Showing 73 results

Shane Bryan Coutts

BOMBORA ADVICE PTY LTD
Registered
Experience
Since 1986 (40 years)
Registration #
000242143
Postcode
3220
Financial Planning Principles & PracticeDiploma of Financial PlanningInvestment Planning 2Estate Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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David Joseph Ramsay

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 1987 (39 years)
Registration #
000242694
Postcode
3220
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Self Managed Superannuation FundsRG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carol Ann Corbey

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1992 (34 years)
Registration #
000335950
Postcode
3220
SDIA Accreditation ProgramEntry Level CompetenciesSuperannuationMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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David John Henry

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000264941
Postcode
3220
Dip FPCFPSMSFALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wendy Sue Roper

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 1994 (32 years)
Registration #
001002579
Postcode
3220
Bachelor of BusinessCertified Practicing Accountant (CPA)8 units Diploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan James O'Rourke

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000330763
Postcode
3220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane Hilton

FINANCIAL INDEX AUSTRALIA PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001000961
Postcode
3220
Certified Financial Planner (CFP)Certified Financial Planner (CFP®)Diploma of Financial PlanningProfessional Certificate in Self Managed Superannaution Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane Hilton

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001000961
Postcode
3220
Certified Financial Planner (CFP)Certified Financial Planner (CFP®)Diploma of Financial PlanningProfessional Certificate in Self Managed Superannaution Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Ricchini

FINANCIAL INDEX AUSTRALIA PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001000801
Postcode
3220
Bachelor of Commerce (Accounting and Law)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Ricchini

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001000801
Postcode
3220
Bachelor of Commerce (Accounting and Law)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trevor John Boyle

CONSILIUM ADVICE PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000322857
Postcode
3220
Diploma of Financial ServicesAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Gerard Bond

ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000224140
Postcode
3220
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Charles Mackinnon

ORD MINNETT LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
001003147
Postcode
3220
Securities & Managed Investments AccreditationSUPERANNUATIONMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Denis O'Callaghan

FITZPATRICKS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000264218
Postcode
3220
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lindsay Martin

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001004684
Postcode
3220
Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Callum Howard

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000300338
Postcode
3220
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Callum Howard

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000300338
Postcode
3220
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Edmund Bourke

ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000331086
Postcode
3220
Bachelor of CommerceCertified Financial PlannerEthics and ProfessionalismFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Benjamin Donald Williamson

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000396823
Postcode
3220
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Clark

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000249747
Postcode
3220
Bachelor of CommerceSelf Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David John Clark

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000249747
Postcode
3220
Bachelor of CommerceSelf Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Karen Anne Ryrie

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000284643
Postcode
3220
Diploma in Financial Planning (CFP)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aaron Kelleher-Jones

BOSTON REED PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001003230
Postcode
3220
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Robert Louis Joseph

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
001001570
Postcode
3220
Diploma of Financial ServicesLevel 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentBachelor of Business (Economics & Finance)
SecuritiesDerivativesGovernment Debentures
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Chanthy Oeur

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001006164
Postcode
3220
Bachelor of CommerceCertificate of Superannuation ManagementCertified Financial Planner (CFP)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentDerivativesGovernment Debentures
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Damian Ivan Christou

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000461208
Postcode
3220
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)SMSFAccredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Maddock

APT WEALTH PARTNERS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000301285
Postcode
3220
Bachelor of CommerceMargin Lending and Geared InvestmentsASX Accredited Listed Products AdviserSMSF Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hugh James Sutterby

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000328558
Postcode
3220
Bachelor of ScienceGraduate Diploma of ComputingDiploma of Financial ServicesGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kevin Centra

SHADFORTH FINANCIAL GROUP LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001003057
Postcode
3220
Bachelor of Business (Financial Planning)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Ronald Philip Baulch

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000315704
Postcode
3220
Bachelor of FinanceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Giovanni Paolo Manserra

PARAGEM PTY LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000325258
Postcode
3220
Life Risk SpecialistASX Accredited Listed Product AdviserBachelor of Commerce (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Barnaby David Ellis

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000343471
Postcode
3220
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial PlannerCertified Financial Strategist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Luke Spencer

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000343469
Postcode
3220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Ryan John Sealey

FINANCIAL INDEX AUSTRALIA PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001269586
Postcode
3220
Bachelor of Commerce (Financial Planning)Certified Financial AdviserAccredited Aged Care ProfessionalSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan John Sealey

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001269586
Postcode
3220
Bachelor of Commerce (Financial Planning)Certified Financial AdviserAccredited Aged Care ProfessionalSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tamara Fanning

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000457385
Postcode
3220
Bachelor of Commerce (Accounting, Finance & Financial Planning)CPA Professional YearSMSF Personal AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Dwyer

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000398136
Postcode
3220
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Kermond

AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000415910
Postcode
3220
MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (Financial Planning & Finance)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane Anthony Arthur

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000415717
Postcode
3220
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningDFP5v2 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationLife InsuranceGovernment DebenturesRSA Products
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Sheena Kalra Vohra

VIRIDIAN ADVISORY PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001006588
Postcode
3220
Bachelor of CommerceDiploma in Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Lachlan Kennedy

CUMULUS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
001002531
Postcode
3220
Bachelor DegreeCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Caruana

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000438081
Postcode
3220
Certificate III in Financial ServicesDiploma of Financial PlanningDFP5v1 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Andrew Brussel

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
000442545
Postcode
3220
Bachelor of Commerce (Finance and Marketing)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jarred Henry

ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001003232
Postcode
3220
Bachelor of Commerce (Finance and Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)Accredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Maddison Rogers

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000462834
Postcode
3220
Bachelor of Commerce (Financial Planning)Professional Diploma in StockbrokingEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tyler Rhys Fehling

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
001001480
Postcode
3220
Bachelor of CommerceSDIA Accreditation Program Assessment
SecuritiesGovernment Debentures
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Elise Jane Anderson

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000464251
Postcode
3220
Bachelor of Commerce (Accounting & Financial Planning)RG146 Managed Investments & Securities & DerivativesRG146 Margin LendingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Helen Yau

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
000432483
Postcode
3220
Bachelor of CommerceGraduate Diploma in AccountingDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jorja Astanin

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001001585
Postcode
3220
Bachelor of CommerceFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Timothy John Tersteeg

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
000473136
Postcode
3220
Bachelor of Engineering (Honours)SuperannuationMargin Lending & Geared InvestmentsEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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Adrian Trinchera

FINANCIAL INDEX AUSTRALIA PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001241366
Postcode
3220
Bachelor of Commerce (Majoring in Financial Planning and Finance)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adrian Trinchera

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001241366
Postcode
3220
Bachelor of Commerce (Majoring in Financial Planning and Finance)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Amodeo

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001250716
Postcode
3216
Bachelor of Commerce (Major: Financial Planning & Accounting)DFP 4Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nick Goel

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001246136
Postcode
3220
Master in Business and Financial ManagementHBC616 Income Tax LawGraduate Diploma of AccountingMaster of Accounting
Superannuation
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Sean Moran

APT WEALTH PARTNERS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001243324
Postcode
3220
Bachelor of CommerceGraduate Diploma of Financial PlanningDiploma of Financial PlanningSecurities & Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alison Joy Lees

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255100
Postcode
3220
Bachelor of Arts/Bachelor of CommerceGraduate Diploma of Chartered AccountingDiploma in Financial PlanningFPC002B Ethic & Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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Ruchir Gulati

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001256233
Postcode
3220
Bachelor of CommerceMaster of BusinessDiploma of Finance and Mortgage Broking ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Peter Saunders

FITZPATRICKS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255977
Postcode
3220
Advanced Diploma of Business (Accounting)Bachelor of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Ambrose Kelly

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001254947
Postcode
3220
Bachelor of Business (Accounting)Chartered AccountantDiploma of Financial PlanningSpecialist SMSF Certificate
SuperannuationLife InsuranceLife Investment
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Amy Victoria Kemp

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270272
Postcode
3220
Bachelor of CommerceAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marcus Larcombe

PARAGEM PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001271234
Postcode
3220
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)SuperConcepts & ICFS Specialist SMSF CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simone Sheridan

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269202
Postcode
3220
Diploma of Financial PlanningBachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Viradha Tharaka Leeniyagoda

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001264576
Postcode
3220
Bachelor of Commerce (Accounting)Master of Business (Accounting)Diploma of Financial Planning FNS50615RG146 Managed Investments & Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Jack Kelly

FINANCIAL INDEX AUSTRALIA PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001264149
Postcode
3220
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Jack Kelly

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001264149
Postcode
3220
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Christopher John Graham

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2021 (5 years)
Registration #
001285696
Postcode
3220
Bachelor of Business (Economics and Finance)Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE016 Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aidan Michael Patterson

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001292144
Postcode
3220
Bachelor of Commerce with Distinction (Financial Planning & Finance)Ethics & Professional Relationship
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William James Clark

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001301299
Postcode
3220
Bachelor of CommerceMAF307FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Dylan Miraglia

FINANCIAL INDEX AUSTRALIA PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001305818
Postcode
3220
Bachelor of CommerceAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Dylan Miraglia

FINDEX ADVICE SERVICES PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001305818
Postcode
3220
Bachelor of CommerceAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Samuel Coutts

BOMBORA ADVICE PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001305917
Postcode
3220
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Eleanor Jayne Bagg

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001312306
Postcode
3220
Bachelor of CommerceSMSF CourseMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jorden Peter Bertucci

MORGANS FINANCIAL LIMITED
Not Registered
Registration #
001316652
Postcode
3220
Bachelor of Commerce (Finance and Financial Planning)
SecuritiesGovernment Debentures
Is this you? Claim this listing →

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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.