41 verified financial advisers

Financial Advisers in Malvern, VIC

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

Showing 41 results

Sara Noel Harman

NOVUS CAPITAL LIMITED
Registered
Experience
Since 1981 (45 years)
Registration #
000258138
Postcode
3144
Business StudiesMasters in Arts JournalismCertificate in Financial MarketsMargin Lending and Geared Investments
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Fiona Elizabeth Origlia

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000231003
Postcode
3144
Bachelor of ArtsDiploma of Financial ServicesAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Maurizio Patane

ACCESS FINANCIAL MANAGEMENT PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
001006749
Postcode
3144
Bachelor of BusinessCertified Financial PlannerAccredited Age Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Scott Mansfield

JSM MANAGEMENT PTY LTD
Registered
Experience
Since 1992 (34 years)
Registration #
000236687
Postcode
3144
NAFM Financial Planning AccreditationCertified Financial PlannerDiploma of Financial PlanningSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Kean Wilson

STEADFAST LIFE PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
001006063
Postcode
3144
Bachelor of BusinessDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife Investment
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Julian Peter Michael Battistella

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000320799
Postcode
3144
Diploma Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Williams

JSM MANAGEMENT PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000240010
Postcode
3144
Diploma of Financial Services (Financial Planning)FASEA Ethics unitEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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George Vassilopoulos

72 FINANCIAL PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001233375
Postcode
3144
Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Templeton

TAG FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000231838
Postcode
3144
Bachelor of Arts (Social Science)Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)PFP (Specialist in Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecurities
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Reuben Yechiel Zelwer

PARAGEM PTY LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000223804
Postcode
3144
Bachelor of AccountingGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsSMSF Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leigh Winston Jobling

TAG FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000231839
Postcode
3144
Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Diploma of Financial PlanningEthics for Financial Services (Intensive)
SuperannuationLife InsuranceLife InvestmentSecurities
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Samuel Romeo

MULTIPLY WEALTH ADVISORY PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000432532
Postcode
3144
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew John Mcgrath

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000237555
Postcode
3144
CFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dennis Maddern

MADDERN FINANCIAL ADVISERS PTY. LTD.
Registered
Experience
Since 2003 (23 years)
Registration #
000273026
Postcode
3144
B.Sc.Master of ArtsPh.D.SSA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Mark Robert Swanton

72 FINANCIAL PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000323432
Postcode
3144
Bachelor of Business (Accounting & Finance)Chartered AccountantGraduate Diploma in Chartered AccountingDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Louise Griffiths

TAG FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000233146
Postcode
3144
Bachelor of Business (Accounting)Chartered Accountant (CA)Diploma of Financial Planning Services (Financial Planning)Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecurities
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Jeremy Taylor

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001003084
Postcode
3144
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Gibbs

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000258474
Postcode
3144
Graduate DiplomaAdvanced DiplomaDiplomaMasters Degree
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter Stopford

ACCESS FINANCIAL MANAGEMENT PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001247740
Postcode
3144
Bachelor of BusinessBachelor of Business8 Unit Diploma of Financial Planning offered by Financial Advice Association Limited (Formally FPA)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Thomas Dawes

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000326416
Postcode
3144
Bachelor of EducationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark David Hodson

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000331729
Postcode
3144
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAU Inhouse Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashley Davidson

PARC WEALTH GROUP PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000342680
Postcode
3144
Graduate Diploma of Applied Finance and InvestmentDiploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel John Stranieri

ACCESS FINANCIAL MANAGEMENT PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000343604
Postcode
3144
Bachelor of Business (Banking & Finance)Advanced Diploma Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Richard Whitehead

JAN24 INVESTMENTS PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001005786
Postcode
3144
Bachelor of CommerceBachelor of LawsCore 1: Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Evan Theodorou

JAN24 INVESTMENTS PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001004602
Postcode
3144
Bachelor of (Hons) Commerce (Economics & Finance)ADA Level 1 & 2Securities and Managed InvestmentsMargin Lending Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fraser Roy Hastie

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001267613
Postcode
3144
Bachelor Of CommerceDiploma Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Advanced SMSF
SuperannuationLife InsuranceLife Investment
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Moshe Chaiton

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001237774
Postcode
3144
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Timothy James Farrell

72 FINANCIAL PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001007380
Postcode
3144
Bachelor of EconomicsDiploma of Financial ServicesAdvanced diploma of financial planningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brenda Michelle Hutchinson

TAG FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001238216
Postcode
3144
Bachelor or BusinessCertified Practicing Accountant (CPA)Masters of Business AdministrationDiploma of Financial Planning
Superannuation
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Jason Santo Roccasalvo

TAG FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001238214
Postcode
3144
Bachelor of CommerceChartered Accountant (CA)Diploma of Financial PlanningClient Engagement Skills
Superannuation
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Lisa Morgan

MADDERN SMSF PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001259426
Postcode
3144
Bachelor of EconomicsAdvanced Diploma of Financial ServicesFellow Chartered Financial PractionerSelf Managed Superannuation Fund Course
Self-Managed Super (SMSF)
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Pinchas Chaim Lebovits

PARC WEALTH GROUP PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001250860
Postcode
3144
Bachelor of Business (Accounting) & (Banking and Finance)Certified Practicing AccountantAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amanda Jane Davidson

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001253161
Postcode
3144
Bachelor of Business (Accounting)Chartered Accountant ProgramSMSF Specialist Advisor ProgramChartered Accountants Australia and New Zealand (CA ANZ)
Superannuation
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Arden Shaw

TAG FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270952
Postcode
3144
Bachelor of Business (Accounting & Management)Certified Practicing Accountant (CPA)Masters of Applied FinanceAccountant Self Managed Superannuation Fund Package
SuperannuationLife InsuranceLife InvestmentSecurities
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Bettina Rosen

PARAGEM PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001268304
Postcode
3144
Bachelor of Arts8 Unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Declan Bruce Freeman

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271827
Postcode
3144
Diploma of financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Lazarus Papadopoulos

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001269640
Postcode
3144
Bachelor of Commerce (Financial Planning)MAI769 Ethics for Financial ServicesFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michelle Bryant

PARC WEALTH GROUP PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001300825
Postcode
3144
Bachelor of CommerceEthics and Professionalism in Financial AdviceCommercial LawFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carlos Armando Ortega Suarez

PARC WEALTH GROUP PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001304090
Postcode
3144
Master of AccountingGraduate Diploma of Financial PlanningSMSF Specialist AdviserAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chi Leong Lay

PARC WEALTH GROUP PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001311842
Postcode
3144
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Evan Richard Gilhome

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001311482
Postcode
3144
Self Managed Superannuation FundsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment 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.