Financial Advisers in Melbourne, VIC

Jeff Swan

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1963 (63 years)

Registration #

001005898

Postcode

3000

Self Managed Superannuation Fund (SMSF 1:Core Principles)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Rowley

WATERSHED DEALER SERVICES PTY LTD

Registered

Experience

Since 1974 (52 years)

Registration #

001008845

Postcode

3000

Diploma of Financial PlanningPS146

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Charles Holmes Clark

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1981 (45 years)

Registration #

000419588

Postcode

3000

Bachelor of CommerceCPA Australia (CPA)

SecuritiesGovernment Debentures

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Nicholas Mark Tunbridge

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1981 (45 years)

Registration #

000260830

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Roderick Ormiston Martin

WPP LICENSEE SERVICES PTY LTD

Registered

Experience

Since 1982 (44 years)

Registration #

000247599

Postcode

3000

Dip Financial Planning (CFP)SMSF Specialist AdviserSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Weir Journeaux

ORD MINNETT LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

001006044

Postcode

3000

SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146MARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKINGFinancial Advisers Exam

SecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Paul John Haysey

ORD MINNETT LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

001006331

Postcode

3000

BACHELOR OF ARTSBACHELOR OF LAWSSDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146MARGIN LENDING ACCREDITATION PROGRAM

SecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Roger Raymond Ellingworth

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

000231044

Postcode

3000

Diploma of Financial PlanningCertified Financial Planner (CFP)Master of BusinessAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Bernard O'Connor

AKAMBO PTY LTD

Registered

Experience

Since 1984 (42 years)

Registration #

000310661

Postcode

3000

Accredited Derivatives AdviserRisk ManagementMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Dominic Alafaci

COLLINS HOUSE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1984 (42 years)

Registration #

001005850

Postcode

3000

Bachelor of EconomicsBachelor of BusinessCertified Financial Planner CertificationSelf Managed Superannuation Specialist Certification

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Paul Graham Woods

WOODS & PARTNERS PTY. LTD.

Registered

Experience

Since 1984 (42 years)

Registration #

000227056

Postcode

3000

Bachelor of Business (Acc)Graduate Diploma of EducationDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Damon Morrow

ORD MINNETT LIMITED

Registered

Experience

Since 1984 (42 years)

Registration #

001005828

Postcode

3000

ASX AFFILIATE MEMBERSHIP EXAMINATIONACCREDITED DERIVATIVES ADVISER LEVEL 2SUPERANNUATION ACCREDITATIONMARGIN LENDING ACCREDITATION PROGRAM

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Allen David Hart

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000250838

Postcode

3004

Diploma of Financial Planning (8 units)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Christopher Kelly

ONEFOCUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

000296416

Postcode

3000

Advanced Diploma of Business ManagementDiploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Chia

RED ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

001001586

Postcode

3000

Bachelor of Commerce & AdministrationAssociate Chartered AccountantDiploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Douglas Ferguson

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

001006022

Postcode

3000

Bachelor of CommerceAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation ProgramSuperannuation Module

SecuritiesDerivativesGovernment Debentures

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Gavin Paul Randles

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

000298595

Postcode

3000

Accredited Derivatives Adviser Level TwoMargin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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Jeanette Marie Brookes

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1985 (41 years)

Registration #

001005958

Postcode

3000

Diploma of Financial PlanningAccredited Derivatives Adviser Level TwoSelf Managed Superannuation Funds Adviser Education ProgramMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Kyle Paige

CONVERA AUSTRALIA PTY LTD

Registered

Experience

Since 1985 (41 years)

Registration #

001005201

Postcode

3000

Bachelor of CommerceBachelor of CommerceMBADiploma of Financial Services (Financial Planning)

DerivativesForeign Exchange

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Richard Sinclair

JBWERE LTD

Registered

Experience

Since 1985 (41 years)

Registration #

001005506

Postcode

3000

Professional Diploma in Stockbroking

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Anthony Ivan Baum

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1986 (40 years)

Registration #

001002167

Postcode

3000

Bachelor of Business (Banking and Finance)Graduate Diploma of Applied Finance & InvestmentsFellow of Financial Services Institute of Australia

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dean James Surkitt

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001001949

Postcode

3000

SDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Jim Zagoudis

NFP GROUP PTY LTD

Registered

Experience

Since 1986 (40 years)

Registration #

000237714

Postcode

3000

Diploma of Financial AdvisingSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Stawski

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001001903

Postcode

3000

Level 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Robert Craig Agnew

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001245277

Postcode

3000

Bachelor of EconomicsParaplanning CourseAccredited Derivatives AdviserInvestment Planning 1

SecuritiesDerivativesGovernment Debentures

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Andrew Dean Wallis

HEALTH PROFESSIONALS PLUS PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000259122

Postcode

3000

Bachelor of Engineering (Chem)Diploma of Financial Markets and Applied FinanceRG146 Self Managed Superannuation FundsStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Kevin Hellier

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001006305

Postcode

3000

SMSF SPECIALIST ADVISOR ACCREDITATION PROGRAMTAX (FINANCIAL) ADVISERMasters of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Hans Malingbrough

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1987 (39 years)

Registration #

001004335

Postcode

3000

341101306323Bachelor of CommerceGraduate Diploma in Applied Finance and Investments

SecuritiesDerivativesGovernment Debentures

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Christopher Voigt

JBWERE LTD

Registered

Experience

Since 1987 (39 years)

Registration #

001005354

Postcode

3000

Bachelor DegreeFinancial Services Institute of Australasia (FINSIA)Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Colin James Taylor

ASSETPLAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000235897

Postcode

3000

Diploma of Financial PlanningCertified Financial PlannerAssociation of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David John Bannister

SIRA GROUP PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000229685

Postcode

3000

Bachelor of Business (Finance)Diploma in Applied Finance and InvestmentFinancial Advice Association of Australia (FAAA)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Donald Mcnab

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000302160

Postcode

3000

Advanced Investment Planning (DFP7)Diploma of Financial Planning (DFP1-5)Estate PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Donald Mcnab

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000302160

Postcode

3000

Advanced Investment Planning (DFP7)Diploma of Financial Planning (DFP1-5)Estate PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Erwin Leyden

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000230737

Postcode

3100

Bachelor DegreeGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Andrew Krithis

D F S ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 1987 (39 years)

Registration #

000236698

Postcode

3000

Bachelor of Business (Accountancy)CPA Australia (CPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Grant Cashin

JBWERE LTD

Registered

Experience

Since 1987 (39 years)

Registration #

001005469

Postcode

3000

Bachelor of Economics8 unit Diploma of Financial MarketsForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Hugo Robert Graves

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001005819

Postcode

3000

ADA2Professional Diploma in StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Katrina Louise Tull

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1987 (39 years)

Registration #

001004403

Postcode

3000

Bachelor of EconomicsDiploma of Applied FinanceADA 2TASACL Commercial Law

SecuritiesDerivativesGovernment Debentures

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Michael John Reynolds

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000247591

Postcode

3000

Risk Management & Insurance PlanningRetirement PlanningInvestment PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Mark Voglis

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001001957

Postcode

3000

SDIA Accreditation Program AssessmentRMIT / SDIA Superannuation ModuleMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Run Meretz

EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000267232

Postcode

3004

Advanced DiplomaSMSF Association Member

SuperannuationLife InsuranceLife Investment

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Sarah Robinson (Mcdonald)

MACQUARIE BANK LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001005251

Postcode

3000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsFixed Income CourseTer 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Susan Marie Rio

CERTUS FSL PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

001000560

Postcode

3000

Diploma of Business Studies AccountingDiploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy John Donohue

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000226105

Postcode

3000

Bachelor of EconomicsCertified Practicing AccountantCertified Practicing Accountants Program8 units Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Joseph Mccarthy

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001001877

Postcode

3000

PS146 Compliance ProgramMargin Lending and Geared InvestmentsAccredited Derivatives Adviser Level 1

SecuritiesDerivativesGovernment Debentures

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Garry Peter Crole

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000271677

Postcode

3000

Diploma of General InsuranceDiploma of Financial Services (Distribution)Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lewis Vassos

DOLPHIN PARTNERS PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000268172

Postcode

3000

graduate diploma of applied financeSuperannuationAcc Derivatives Adviser Level 1Margin Lending Accreditation

SuperannuationSecuritiesDerivatives

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Paul Edward Galwey

ORD MINNETT LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

000468636

Postcode

3000

Bachelor of BusinessBachelor of BusinessFellow of Institute of Chartered AccountantsCertified Financial Planner

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Boyd Carter

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

001255981

Postcode

3000

Insurance and Risk ProtectionSecuritites and Manged InvestmentsDiploma of Financial PlanningFINSIA

Superannuation

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David Mark Summers

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1989 (37 years)

Registration #

001004401

Postcode

3000

The Securities Institute Australia 8-unit Diploma CourseRG146ADA 2Foreign Exchange

SecuritiesGovernment DebenturesForeign Exchange

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John Raymond Woods

WOODS & PARTNERS PTY. LTD.

Registered

Experience

Since 1989 (37 years)

Registration #

000227058

Postcode

3000

Bachelor of EducationDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter John Foster

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1989 (37 years)

Registration #

000268094

Postcode

3000

Diploma in Financial MarketsGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoSuperannuation

SuperannuationDerivatives

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Peter Thomas Antonie

MUTUAL TRUST PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001001714

Postcode

3000

Bachelor of BusinessGraduate DiplomaEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesRSA Products

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Christopher Paul Jensen

JFP ADVISORY PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000273571

Postcode

3000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Cesario

INVESTOR WEALTH PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000231079

Postcode

3000

Diploma of Financial PlanningCertified Financial Planner (CFP)Certificate of Self Managed Superannuation FundsCertificate of Margin Lending And Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kevin James Flynn

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

000250706

Postcode

3004

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Luke Tighe

JBWERE LTD

Registered

Experience

Since 1990 (36 years)

Registration #

001005530

Postcode

3000

Bachelor of Business (Accounting)Graduate Diploma in AccountingCFP Certification ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Michael Timothy Townsend

TOWNSEND COBAIN PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000433464

Postcode

3004

Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Anthony Charles Youren

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001002400

Postcode

3000

ASX Accredited Derivatives Adviser Level 1SDIA Accreditation Program AssessmentGraduate Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Robin Firth Hughes

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

001247216

Postcode

3000

Accredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Alistair Douglas David Ogilvie

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

000268136

Postcode

3000

Bachelor of EconomicsMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

Derivatives

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Gary Lee Suckling

ORD MINNETT LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001005773

Postcode

3000

Bachelor of BusinessAccredited Derivatives Adviser Level 1 ExamSDIA Accreditation Program AssessmentSuperannuation Module

SuperannuationSecuritiesDerivatives

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Geoff Oaten

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001005227

Postcode

3000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentLevel One Accredited Derivatives AdviserMargin Lending & Geared Investments

SecuritiesDerivativesGovernment Debentures

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Gordon Grey Thoms

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000293637

Postcode

3000

Bachelor DegreeGraduate DiplomaCFPFamily Business Association (FBA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Anthony Frolley

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001001488

Postcode

3000

Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Neil Andrew Singleton

MONEYPLAN AUSTRALIA PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000230738

Postcode

3000

Bachelor of EconomicsAssociation of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentRSA Products

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Patrick Francis Cody

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001001143

Postcode

3000

Level 1 & 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Ben Morrissey

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

000268130

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningSuperannuation ModuleAccredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivatives

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Dale Morgan

SIRA GROUP PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

001257403

Postcode

3000

Self Managed Super FundSelf Managed Superannuation FundsDiploma of Financial PlanningEquivalent to Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Eleonor Klopsch

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000250008

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningASX Listed Products AccreditationAccredited Estate Planning Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Frank Tsirigotis

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000245268

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningSelf Managed Super Fund CourseASX Securities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Edward Dudley

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

Registered

Experience

Since 1992 (34 years)

Registration #

000230568

Postcode

3004

Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Jennifer Ann Brown

JBS FINANCIAL STRATEGISTS PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000250844

Postcode

3000

Certified Financial PlannerSelf Managed Super Fund CourseASX SecuritiesFellow Charter Financial Practitioner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joseph Vitale

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000237786

Postcode

3004

Financial Services EssentialsAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Lanteri

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

Registered

Experience

Since 1992 (34 years)

Registration #

001001294

Postcode

3000

Certified Practising AccountantLaw DegreeChartered Tax AdvisorFinancial Planning

SuperannuationGovernment Debentures

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Nathan Haslem

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001005150

Postcode

3000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentSelf Managed Superannuation FundsDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Nicholas Edward Gordon

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1992 (34 years)

Registration #

001004326

Postcode

3000

Bachelor of BusinessASIC PS146ADA 1&2TASACL Commercial Law

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Sascha Krummrey

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000342306

Postcode

3000

Self Managed Superannuation FundAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Tritton

MACQUARIE BANK LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001005306

Postcode

3000

Bachelor of EconomicsGraduate Diploma of Applied FinanceGraduate Diploma in Financial Planning (Historical SIA / FINSIA).Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Anthony Ives

ORD MINNETT LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001005164

Postcode

3000

Bachelor of EconomicsPostgraduate Diploma in FinanceGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Anthony Mark Nuccio

ORD MINNETT LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001003185

Postcode

3000

Bachelor of ScienceGraduate Diploma in Operations ResearchDiploma Course of the Securities Institute of AustraliaMaster of Business Administration

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Charles Richards Leyland

LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

001002175

Postcode

3000

Certificate in Financial MarketsNYSE General Securities Representative Series 7Graduate Diploma Applied Finance and Investment

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Damian Peter Robinson

JBWERE LTD

Registered

Experience

Since 1993 (33 years)

Registration #

001248515

Postcode

3000

Bachelor of Business (Banking & Finance)ASX Responsible ExecutiveAccredited Derivatives Adviser Level 1 & 2Professional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mark Gerard Majella Davies

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000419585

Postcode

3000

Certificate in Financial MarketsSDIA Accreditation ProgramMargin Lending & Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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Mark Gerard Majella Davies

MORGANS FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000419585

Postcode

3000

Certificate in Financial MarketsSDIA Accreditation ProgramMargin Lending & Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Paul Mclennan

REDGUM WEALTH GROUP PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

000236790

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningMaster of Applied Finance and InvestmentCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Noel Hazeldine

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

000284191

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)(FNB60402)Diploma of Financial Services (Financial Planning)(FNB50802)Financial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Robert Spencer Clarke

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001001140

Postcode

3000

ASX Accredited Derivatives AdviserSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Robert Teal

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001005299

Postcode

3000

Bachelor of CommerceGraduate Diploma in Applied Finance and Investment

SecuritiesGovernment Debentures

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Sean Conlan

LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD

Not Registered

Experience

Since 1993 (33 years)

Registration #

001236610

Postcode

3000

PS146Margin Lending & Geared InvestmentsADA Level 1ADA Level 2

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Vaughan James

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001005166

Postcode

3000

Bachelor of Economics (Economics)Margin Lending Accreditation

SuperannuationSecuritiesDerivativesRSA Products

Is this you? Claim this listing →

Ben Mcgrath

JBWERE LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001005333

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

David Martin Raits

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000246602

Postcode

3000

Bachelor of BusinessCertified Practising Accountant (CPA)ASX Listed Products Accreditation CourseMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Enzo Salvatore

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001004761

Postcode

3000

Bachelor of EconomicsMargin Lending & Geared InvestmentsForeign ExchangeAccredited Derivatives Adviser Level 1

SecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Geoffrey Lloyd

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001003644

Postcode

3000

SupperannuationAccredited Derivatives Adviser Level TwoMargin Lending and Geared InvestmentsBachelor of Business (Financial Planning)

SuperannuationSecuritiesDerivativesRSA Products

Is this you? Claim this listing →

Ian Alexander Johnston

ORD MINNETT LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001006172

Postcode

3000

Bachelor of Business (Banking & Finance)Diploma of Financial PlanningMARGIN LENDING ACCREDITATION PROGRAM

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Ian Richmond Warner

ORD MINNETT LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005454

Postcode

3000

Bachelor Of EconomicsDiploma of Financial PlanningCertified Financial PlannerACCREDITED DERIVATIVES ADVISER LEVEL 1

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

James Martin

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000231066

Postcode

3000

Bachelor of EconomicsDiploma of Financial Planning (DFP1-8)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Stuart Cameron

MCFARLANE CAMERON PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001002429

Postcode

3000

Bachelor of Business Banking & FinanceMaster of Business AdministrationSecurities & Derivatives Industry Association Accreditation ProgramASIC Policy 146 Statement Tier 1 Superannuation

Securities

Is this you? Claim this listing →

Jason Galea

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000263937

Postcode

3000

Bachelor of BusinessGraduate Diploma of Applied Investment and FinanceDiploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeffrey Darren Mclachlan

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000281719

Postcode

3000

Bachelor of BusinessDiploma of Financial Planning (DFP 1-8)RG146 Provide advice in Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

John Stuart Fredersdorff

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001001487

Postcode

3000

Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Kurt Francis Smyth

REDGUM WEALTH GROUP PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000229686

Postcode

3000

Certificate in Financial MarketsGraduate Diploma of Applied Finance and InvestmentPS146 Gap TrainingMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Marc Philip Cuming

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001238360

Postcode

3000

Bachelor of BusinessAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments

SecuritiesDerivatives

Is this you? Claim this listing →

Marshall Biggins

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005058

Postcode

3000

SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Nicholas Joseph Batrouney

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001005943

Postcode

3000

Bachelor of EconomicsGeneral Securities Representatives (Series 7) ExaminationSDIA Accreditation Program AssessmentSuperannuation Module

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Paul Lyons

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001005731

Postcode

3000

SDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Peter Blassis

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000294088

Postcode

3000

Bachelor of ArtsPost Graduate Diploma of Public Policy with ThesisDiploma of Financial AdvisingSelf Managed Super Funds

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Peter Blassis

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000294088

Postcode

3000

Bachelor of ArtsPost Graduate Diploma of Public Policy with ThesisDiploma of Financial AdvisingSelf Managed Super Funds

SuperannuationLife Insurance

Is this you? Claim this listing →

Philippa Jayne Weekley

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001006383

Postcode

3000

ADA1ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Ralph Adrian Wilson

STERLING PRIVATE GROUP PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000304195

Postcode

3004

Diploma Of Businessbachelor of BusinessCPA Public Practice CertificateCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Robert Norman Denton

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000335943

Postcode

3000

ADA1ADA2ASIC PS146 Compliance (Securities and Managed Investments)RMIT/SDIA Superannuation Module

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Stephen Joseph Emmerson

ORD MINNETT LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001006007

Postcode

3000

Accredited Derivatives Adviser Level 1 ExamSecurities & Derivatives Industry AssociationSuperannuation ModuleMargin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Stewart Barrie Firth

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000250704

Postcode

3004

Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Vincenzo Novelli

ORD MINNETT LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005797

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

Is this you? Claim this listing →

Zoya Cernavin

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005986

Postcode

3000

Master of Business AdministrationMargin Lending AccreditationProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesRSA Products

Is this you? Claim this listing →

Alison Foenander

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000423975

Postcode

3000

Bachelor of Business (Accountancy)Graduate Diploma in Financial PlanningMaster of Laws (Legal Practice, Skills and Ethics)RG146 Provide advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Anthony James Armstrong

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001270756

Postcode

3000

Bachelor of Business Economics & FinanceRG146

SecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Anthony Joseph Nichol

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001006447

Postcode

3000

8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chad Brendish

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001005956

Postcode

3000

Diploma of Financial PlanningMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level 2 ExamFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Charley Wang

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001009125

Postcode

3000

Graduate Diploma of Applied Finance and InvestmentADA Level Two re-accreditationGeneral Securities Representative ( Series 7) ExamMaster of Applied Finance

SecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

David Mattner

MACQUARIE BANK LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005196

Postcode

3000

Master of Business AdministrationInvestment Planning 1Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Wansbrough

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1995 (31 years)

Registration #

001004405

Postcode

3000

14283381Bachelor of BusinessGraduate Diploma in Financial Planning (Historical SIA / FINSIA)

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

James Hufton

JBWERE LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001005476

Postcode

3000

Bachelor of Commerce8 unit Diploma of Financial PlanningCertified Financial PlannerChartered Accountant (CA) Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Jarrod Palmer Broadbent

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001005339

Postcode

3000

Bachelor of Commerce (major in Accounting) and a Bachelor of LawAccredited Margin lending adviserRG146Superannuation RG146

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Jesmond William Azzopardi

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005617

Postcode

3000

Financial Planning Principles and Practice Module 2 Wealth ProtectionDiploma of Financial Planning (DFP1-8)Margin Lending Accreditation ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joseph Di Fede

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001004851

Postcode

3000

Bachelor of Business (Accounting)Certified Financial PlannerDiploma of Financial PlanningMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Mark Peters

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005236

Postcode

3000

Bachelor of Economics (Honours Degree)Master of EconomicsEthics and Professional Relationships

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Matthew Sonnemann

ORD MINNETT LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005285

Postcode

3000

Bachelor of EconomicsAccredited Derivatives AdviserGraduate Diploma in Applied Finance and Investment

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Nicholas Pike

PPN WEALTH PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

001000902

Postcode

3000

Bachelor of Business(Banking & Finance)RG 146Ethic and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Perry Julian Rosenzweig

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001001893

Postcode

3000

Graduate Diploma in Applied Finance & InvestmentAccredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Rowan Gray Fell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001001609

Postcode

3000

SDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleASX Accredited Derivatives Adviser Level 2Margin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Anthony Michael Neasmith

DOLPHIN PARTNERS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000268133

Postcode

3000

Diploma Financial PlanningAcc Derivitives Adviser Level 2Margin Lending AccreditationProfessional Dip Stock Broking

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Antoinette Elizabeth Bongiorno

BONGIORNO FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000250847

Postcode

3004

Bachelor of CommerceBachelor of LawsDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ben Sutton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005841

Postcode

3000

Bachelor of EconomicsADA2Margin LendingMaster of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Christopher Nicholas

ORD MINNETT LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000376670

Postcode

3000

Bachelor of Business (Accounting)Certified Practicing AccountantCertified Practising AccountantCPA Australia (CPA)

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Don Anton Prasanna Wickramatunge

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001001378

Postcode

3000

Master of Business AdministrationChartered Financial AnalystDiploma of Financial Services (Financial Planning)Margin Lending Accreditation Program

SecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Francesco Tigani

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 1996 (30 years)

Registration #

001002013

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

Gayle Dawn Wilson

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001004055

Postcode

3000

Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Hamish Lindeman

JBWERE LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005470

Postcode

3000

Bachelor DegreeGraduate DiplomaEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Jack Ettia

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000239751

Postcode

3000

Diploma of InsuranceCertified Financial PlannerDiploma of Financial PlanningSelf Managed Super Fund Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason King

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000341744

Postcode

3000

Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Blangiardo

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000242271

Postcode

3000

Certified Financial Planner (CFP)Diploma of Financial PlanningRG146 Margin LendingMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joshua James Edney

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001001156

Postcode

3000

Graduate Diploma of Applied Finance & InvestmentLevel 1 & 2 Accredited Derivatives AdviserGraduate Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Justin Kaufman

ORD MINNETT LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000376668

Postcode

3000

Bachelor of Business

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Marguerite Arendtsz

FINWEALTH PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000250840

Postcode

3000

Diploma of Financial Planning (DFP 1-8)Self Managed Super Funds accreditationASX Accredited Listed Products Adviser (ALPA) ProgramMaster of Business (Banking and Finance)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Evan Vignaroli

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001002317

Postcode

3000

Bachelor of Commerce (Accounting)Graduate Diploma in Applied Finance and InvestmentAccredited Estate Planning StrategistMargin Lending and Geared Investments

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Martin Roche

MACQUARIE BANK LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005253

Postcode

3000

Entry Level Competencies for Financial Services ProfessionalsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Kendall

JBWERE LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005553

Postcode

3000

Bachelor DegreeChartered Accountants ProgramMasters DegreeChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Pasquale De Petro

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001006002

Postcode

3000

Certificate in Financial MarketsAccredited Derivatives AdviserSuperannuation ModuleProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Patrick Henry Campbell Edgar

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001000312

Postcode

3000

Bachelor of Social Science (Information Management)Diploma of Financial AdvisingMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Patrick Henry Campbell Edgar

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001000312

Postcode

3000

Bachelor of Social Science (Information Management)Diploma of Financial AdvisingMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Paul Cameron Ashworth

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000291496

Postcode

3000

Bachelor of EconomicsBachelor of LawsGraduate Diploma in Finance LawDiploma of Financial Services

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Paul Laurence Fox

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000247392

Postcode

3004

Bachelor of CommerceMaster of TaxationDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Peter John Magor

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001001608

Postcode

3000

Diploma of Financial MarketsLevel 1 Accredited Derivatives AdviserLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Raymond Thomas Hanlen

REDGUM WEALTH GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000226946

Postcode

3000

Diploma of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerGraduate Certificate in Business

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Robert Kolodziej

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000335946

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)Level 1 Accredited Derivatives AdviserMargin Lending

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Robert Sawyer Petrie

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001233567

Postcode

3000

Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rochelle Jane Pattison

CHIMAERA CAPITAL LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001250643

Postcode

3000

Bachelor of CommerceBachelor of LawDip Applied FinanceInstitute of Chartered Accountants

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Rochelle Jane Pattison

CHIMAERA PRIVATE LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001250643

Postcode

3000

Bachelor of CommerceBachelor of LawDip Applied FinanceInstitute of Chartered Accountants

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sharyn Gipperich

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000302279

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial PlannerDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Troy Williams

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000385893

Postcode

3004

Bachelor of CommerceGraduate Diploma in Applied Finance & InvestmentMargin Lending Accreditation ProgramTASA and the TPB Code of Professional Conduct

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adrian Mark Woods

WOODS & PARTNERS PTY. LTD.

Registered

Experience

Since 1997 (29 years)

Registration #

000227060

Postcode

3000

Diploma of EducationGraduate Diploma of Business (Acc)RG146Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Allen Bloom

NORTHPOINT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000260839

Postcode

3004

Introduction to Financial PlanningRetirement Planning, and Investment Planning: FundamentalsRisk Management & Insurance PlanningAdvanced Investment Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony David Warr

WH CAPITAL PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000242835

Postcode

3000

Graduate Diploma of BusinessCertified Financial PlannerGraduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Leslie Iser

HERITAGE CAPITAL GROUP PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001304248

Postcode

3000

Bachelor of BusinessLevel 2 Derivatives AdviserCFA

SecuritiesDerivativesGovernment Debentures

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Antony Charles Green

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001006034

Postcode

3000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentsPS146 Compliance Program: Generic Knowledge, Securities & Managed InvestmentsMargin Lending & Geared Investments

SecuritiesDerivativesGovernment Debentures

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Ben Bowen

WATERSHED DEALER SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000440963

Postcode

3000

Bachelor of Economics

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Bradley Peter Jackson

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000452808

Postcode

3000

Bachelor of Commerce/LawsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brendan James Hawe

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001001554

Postcode

3000

Graduate Diploma in Accounting and FinanceRMIT/SDIA Superannuation ModuleLevel 1 & 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Christopher Francis Willaton

ACCORDIUS PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001002163

Postcode

3000

Bachelor of ArtsMaster of International BusinessAccredited Derivatives AdviserMargin Lending & Geared Investments

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Christopher Francis Willaton

AKAMBO PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001002163

Postcode

3000

Bachelor of ArtsMaster of International BusinessAccredited Derivatives AdviserMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Christopher Malcolm Dale

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001000423

Postcode

3000

Bachelor of ArtsBachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceSecuritiesGovernment Debentures

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Christopher Malcolm Dale

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001000423

Postcode

3000

Bachelor of ArtsBachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceSecuritiesGovernment Debentures

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Craig Sankey

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001244767

Postcode

3000

Diploma of Financial Planning/Advanced Diploma of Financial Services (Financial Planning)Diploma of Superannuation Management/Advanced Diploma of Financial Services (Superannuation)Certified Financial Planner (CFP)Certificate IV in Training and Assessment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Sharpe

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005281

Postcode

3000

Bachelor of Business (Economics & Finance)Masters of Business AdministrationAccredited Derivatives Adviser Level 2Managed Investments Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Danny Tortul

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005026

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife Insurance

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Dean Rogan Park

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000419589

Postcode

3000

Bachelor of Economics (Politics) (Honours)Graduate Diploma of Applied Finance and InvestmentSuperannuation Accreditation ProgramEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Freya Gunn

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001006018

Postcode

3000

Bachelor of EconomicsLevel Two Accredited Derivatives AdviserGraduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation

SuperannuationSecuritiesDerivativesRSA Products

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Hamish Blievers

HERITAGE CAPITAL GROUP PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001005061

Postcode

3000

Financial Analysis and ValuationFinancial Markets and EconomicsSecurities Industry Law and EthicsSuperannuation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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James Dimos

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000308852

Postcode

3000

Bachelor of BusinessMaster of Business (Accounting and Finance)8 unit Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Randall

ORD MINNETT LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000438313

Postcode

3000

Bachelor of Business (Banking and Finance)Bachelor of Marketing

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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John Francis Wilson

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001002397

Postcode

3000

Graduate Diploma in Applied Finance & InvestmmentASX Accredited Derivatives Adviser Level 1ASX Accredited Derivatives Adviser Level 2PS146 Compliance Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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John Walter Robson

THOMAS PRICE PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000264130

Postcode

3000

Bachelor of ArtsGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesRSA Products

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Jonathan Black

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001002038

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma in Applied Finance & InvestmentCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Justin Daffy

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001259632

Postcode

3000

Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Diploma of Financial MarketsEthics and Professionalism in Financial Advice

DerivativesForeign Exchange

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Louis Salamon

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001006203

Postcode

3000

SDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Nicholas Con Paltoglou

ORD MINNETT LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001003188

Postcode

3000

Bachelor of ArtsADA Level 1 & 2FPC0028 Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Paul Gavin Cochrane

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001001142

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentGraduate Diploma of Financial PlanningLevel 2 Accredited Derivatives Adviser

SecuritiesDerivativesGovernment Debentures

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Paul Graeme Bryant

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001002363

Postcode

3000

Bachelor BusinessCertified Practicing Accountant (CPA)Graduate Diploma of Financial PlanningDiploma Financial Planning FNS50611

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Henri Benveniste

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1997 (29 years)

Registration #

001004315

Postcode

3000

Bachelor of CommerceGraduate Diploma in Financial Planning (Historical SIA / FINSIA)ADA 1Margin Lending & Geared Investments

SecuritiesDerivativesGovernment Debentures

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Pauline Emma Hammer

CLIME ADVICE PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000250842

Postcode

3000

Certificate in financial marketsDiploma of Financial PlanningSelf Managed Super Fund CourseFellow Charter Financial Practitioner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sandra Michele Tuddenham

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001006398

Postcode

3000

ADA1Graduate Diploma of Financial PlanningMargin LendingDiploma of Business

SecuritiesDerivativesGovernment Debentures

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Sean Rendal Rex Gothe

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005608

Postcode

3000

Diploma of Financial PlanningCFPMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Griffin

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001000589

Postcode

3004

Diploma of Financial PlanningCertified Financial PlannerBachelor of Business (Financial Planning)SMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Suwanee Dharmalingam

LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001005131

Postcode

3000

Bachelor of CommerceBachelor of LawsFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

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Tiina Takolander

CARNBREA & CO. LTD.

Registered

Experience

Since 1997 (29 years)

Registration #

001003082

Postcode

3000

Graduate Diploma of Business (Banking & Finance)Bachelor of Business (Financial Planning) with DistinctionGraduate Diploma of Applied Finance and InvestmentMaster of Applied Finance & Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Adams

SECURE PORT PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000451139

Postcode

3000

Bachelor of Business(Property Valuations)CPA AccountantDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Blennerhassett

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005312

Postcode

3000

Bachelor DegreeAccredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment Debentures

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Adam John Davenport

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000247524

Postcode

3000

Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation FundsEthics & Professional Standards for Financial Advisers

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adrian Rowley

WATERSHED DEALER SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000338753

Postcode

3000

Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Shimin Boag

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001270754

Postcode

3000

Bachelor of CommerceGraduate Diploma in Financial PlanningMaster of Business Administration (Executive)

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Alistair Scott Carmichael

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001004571

Postcode

3000

Graduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 1Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Andrew Graham Vogt

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001003556

Postcode

3000

8 Unit Diploma of Financial PlanningCFP Certification ProgramFPE020 SMSF Regulations and TaxationTASACL Commercial Law

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Andrew John Smith

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005884

Postcode

3000

Graduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningCERTIFIED FINANCIAL PLANNERMARGIN LENDING ACCREDITATION PROGRAM

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Angela Manning

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005327

Postcode

3000

Bachelor of Business (Accounting/Information Systems)Certified Financial Planner8 unit Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Anthony Picone

STEWARD WEALTH PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001001230

Postcode

3000

Bachelor of Business (Accounting)Diploma In Financial PlanningASX Derivatives 1 AccreditationSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Arthur Roe

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000246127

Postcode

3000

Bachelor of BusinessDiploma in Taxation LawCertified Financial Planner (CFP)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradlee Robert Brownbill

MUTUAL TRUST PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001002177

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningCFP ProgrammeEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesRSA Products

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Bryce Ian Appleton

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001004516

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningADA Level 1Professional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Campbell Adam Thompson

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005565

Postcode

3000

SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146SUPERANNUATION ACCREDITATION PROGRAMACCREDITED DERIVATIVES ADVISER LEVEL 1MARGIN LENDING ACCREDITATION PROGRAM

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Carl Anthony Daffy

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001243012

Postcode

3000

Bachelor of Business in Banking and FinanceMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

Superannuation

Is this you? Claim this listing →

Chris Christidis

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006283

Postcode

3000

SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146LEVEL 2 ACCREDITED DERIVATIVES ADVISERMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

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Chris Jensen

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005349

Postcode

3000

Bachelor DegreeEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Christopher Bruce Allan

AAG FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000329002

Postcode

3000

Diploma of Financial AdvisingFinancial Plan Construction & ReviewMaster of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Daniel Frankpitt

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1998 (28 years)

Registration #

001004324

Postcode

3000

Commercial Law A (306-121)Taxation Law (306-323)Master of CommerceCFP Certification Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

David Anthony Tehan

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001001944

Postcode

3000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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David James Campbell

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001005960

Postcode

3000

Business in Economics and FinanceAccredited Derivatives Adviser Level 2 ExamSuperannuation ModuleEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

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David John Batchelor

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000350675

Postcode

3000

Certificate of Superannuation ManagementBachelor of BusinessCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Richardson

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005361

Postcode

3000

Bachelor DegreeChartered Accountant (CA)Accredited Derivatives Adviser Level TwoForeign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Dimitrios Tsirtsakis

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000247395

Postcode

3004

Bachelor of Business (Accounting)Diploma of Financial PlanningCertificate IV in Finance & Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Edward James Larner

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001003135

Postcode

3000

Bachelor of Business (Economics and Finance)Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Ezio Nania

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000239811

Postcode

3000

Bachelor of Commerce (Honours)Graduate Diploma in Applied Finance and InvestmentCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Graham John Craig

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000307

Postcode

3000

SDIA Accreditation ProgramGraduate Diploma of Financial PlanningMargin Lending Accreditation ProgramFinancial Adviser Exam

SuperannuationSecuritiesGovernment Debentures

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Graham John Craig

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000307

Postcode

3000

SDIA Accreditation ProgramGraduate Diploma of Financial PlanningMargin Lending Accreditation ProgramFinancial Adviser Exam

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Gregory David Hocking

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000300142

Postcode

3000

Bachelor of Business (Busines Information Systems)Graduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoGraduate Diploma of Financial Planning

SuperannuationDerivatives

Is this you? Claim this listing →

Jason Loveridge

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000433156

Postcode

3000

Graduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice

SuperannuationDerivatives

Is this you? Claim this listing →

Jason Richie Smith

THINK INDEPENDENT PTY LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001237623

Postcode

3000

Bachelor of Business (Accounting)CPA ProgramGraduate Diploma in Financial PlanningGraduate Diploma of Applied Finance & Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Francis Collins

STEWARD WEALTH PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001272553

Postcode

3000

Bachelor of Commerce (Honours)Chartered Accountant's Professional YearFinancial Planning Principles and PracticeCertified Financial Planner

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Kerri Lynne Stevens

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001001904

Postcode

3000

The Securities Institute Australia 8-unit Diploma CourseASX Accredited Derivatives Adviser Level 1SDIA Accreditation Program AssessmentRMIT / SDIA Superannuation Module

SecuritiesDerivativesGovernment Debentures

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Lawrence Maxwell Canty

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000331782

Postcode

3000

Bachelor of EconomicsSuperannuationGraduate Diploma of Applied Finance and InvestmentMargin Lending

SuperannuationSecuritiesDerivatives

Is this you? Claim this listing →

Loretta Anne Hill

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000247396

Postcode

3004

Bachelor of Business (Accounting)Certified Practicing Accountants ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Marc Ramon Huinink

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1998 (28 years)

Registration #

001004328

Postcode

3000

AF211AAF3150Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Certified Financial Planner

SecuritiesDerivativesGovernment Debentures

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Margaret Erica Mckenzie Mote

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000270466

Postcode

3004

Graduate Diploma of Applied Finance & InvestmentDiploma of Financial PlanningCertificate IV in Finance & Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Mark Edward Ellis

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000252977

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningSecuritiesSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Kelly

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000425

Postcode

3000

SDIA Accreditation Program

SecuritiesGovernment Debentures

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Mark Richard Bardzinski

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000318692

Postcode

3000

Diploma of Financial AdvisingASX Responsible Executive ExamCertificate in Self-Managed Superannuation FundsFellow Chartered Financial Practitioner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Serry

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000248983

Postcode

3000

Bachelor of Economics (First Class Honours)Graduate Diploma of Applied Finance & InvestmentsCertified Financial PlannerSMSF Special Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marlon Bryan Mindel

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001235298

Postcode

3000

Bachelor of CommerceSuperannuation and Retirement PlanningMargin Lending and Geared Investmens

Superannuation

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Matthew Grant King

UNITED SUPER PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001004797

Postcode

3000

DiplomaDiplomaDiplomaDiploma

SuperannuationLife InsuranceLife Investment

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Monique Elwyn Gourlay

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 1998 (28 years)

Registration #

001004327

Postcode

3000

306121 (Commercial law A) and 306221 (Commercial law B)306323 Commercial law C3 (Taxation)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)FPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Nicholas William Brasch

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000260049

Postcode

3000

Certificate in Financial MarketsADA2Professional Diploma in StockbrokingEthics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

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Patricia Chan

D F S ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 1998 (28 years)

Registration #

000236697

Postcode

3000

Bachelor of CommerceChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Peter Purcell

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005500

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange AccreditationEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Recshane Sean Moses

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000351285

Postcode

3000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning

Superannuation

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Richard Bransdon Nettlefold

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001256835

Postcode

3000

ASIC PS146 ComplianceMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingFIIG Professional Income Course

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Rodney Mario Degabriele

AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000340280

Postcode

3000

Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404Certificate 4 Fin. & Mortgage BrokingRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sebastiano Rio

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001006449

Postcode

3000

Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Grenda

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001003061

Postcode

3000

Certified Financial Planner (CFP)Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Trevor Ronald Davidson

ORD MINNETT LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006344

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentSecurities & Managed Investments AccreditationMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING

SecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Amanda Fong

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005930

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentSDIA Accreditation Program RG146Professional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Andrew Holmes

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000438312

Postcode

3000

Bachelor of Business (Accounting)Superannuation AccreditationADA Level 1 & 2

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Anna Maria Garuccio

CLIME ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000224782

Postcode

3000

ASX Accredited Listed Product Adviser (ALPA) ProgramDiploma of Financial PlanningMargin Lending and Geared InvestmentsFellow Charter Financial Practitioner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin M Brockhurst

RED ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000293080

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Unit 1: Financial Planning)Diploma of Financial Services (Unit 2: Life Insurance)Diploma of Financial Services (Unit 3: Investment Planning)

SuperannuationSecuritiesGovernment Debentures

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Christopher Read

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 1999 (27 years)

Registration #

001262976

Postcode

3008

Bachelors of CommerceCertified Practicing AccountantDiploma of SuperannuationDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Darren Scott Kerford

DOLPHIN PARTNERS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000400133

Postcode

3000

Bachelor of CommerceSuperannuationAcc Derivatives Adviser Level 1Margin Lending Accreditation

SuperannuationSecuritiesDerivatives

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Francis Saviour Camilleri

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 1999 (27 years)

Registration #

001263014

Postcode

3000

Certified Financial PlannerDiploma of financial planningBachelor of business (accounting and finance)Ethics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Geoffrey Ewan Burt

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001002986

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)FNSASICR503A Provide Advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Geoffrey Malcolm Wilson

COUNT FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001006422

Postcode

3000

Bachelor of ScienceDiploma of Financial PlanningMargin Lending & Geared InvestmentsCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Geoffrey Mutton

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001002015

Postcode

3000

AAF2110 Business LawAAF3150 Income Tax LawBachelor of CommerceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Anthony Mirams

PARADIGM WEALTH ADVISORS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001006219

Postcode

3000

Bachelor of EconomicsGraduate Diploma in Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Kenneth Graham

JKG SECURITIES LICENSING PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000326146

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jamie Ronald Laird

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 1999 (27 years)

Registration #

000264442

Postcode

3000

Diploma of Financial PlanningCFP Education ProgramGraduate diploma of financial planningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Chequer

LINARA WEALTH PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005531

Postcode

3000

Bachelor DegreeDiplomaChartered Accountants Australia and New Zealand (CA ANZ)Family Business Association (FBA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jeffrey William Mitchell

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001240118

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningCertified Investment Management AnalystFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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John Gerard Curtin

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000260066

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)ADA2Margin LendingStockbrokers and Investment Advisers Association (SIAA)

SecuritiesDerivativesGovernment Debentures

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Jonathan Michael Rooney

INSIGHT INVESTMENT PARTNERS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000233083

Postcode

3000

CFPDiploma of Financial PlanningSMSFMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julian Reeves

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001000566

Postcode

3000

ASX Accredited Derivatives Adviser Level TwoPS 146 Compliance ProgramMaster of Financial Planning with DistinctionMargin Lending Accreditation Program

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Malcolm Reid

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001006197

Postcode

3000

Accredited Derivatives Adviser Level 2 ExamDiploma of Financial MarketsDiploma of Financial PlanningMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Matthew Steptoe

SIRA GROUP PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001004238

Postcode

3000

Bachelor of Arts (Government Studies)Advanced Diploma of Financial PlanningAdvanced Diploma in Self Managed Superannuation FundsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan James Little

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000449854

Postcode

3004

Certified Financial Planner (FPA)Diploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Dunning

ORD MINNETT LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001004508

Postcode

3000

Bachelor of EconomicsGraduate Diploma of Financial PlanningADA Level 1Professional Diploma in Securities and Derivatives

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Nicholas Phillips

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000465337

Postcode

3000

Bachelor of Business (Financial Planning)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Douglas Hewins

PARADIGM WEALTH ADVISORS PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001006255

Postcode

3000

Advanced Diploma of Business AccountingDiploma of Financial PlanningDiploma of ManagementCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter James Moran

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001000365

Postcode

3000

Bachelor of EconomicsGraduate Diploma Applied Finance and InvestmentADA Level 2

SecuritiesDerivativesGovernment Debentures

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Raden Bruno Rodrigue

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000268153

Postcode

3000

Diploma of Financial MarketsAccredited Derivatives Adviser Level TwoSuperannuation AccreditationMargin Lending Accreditation Program

SuperannuationDerivatives

Is this you? Claim this listing →

Richard Allen Hulls

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

Registered

Experience

Since 1999 (27 years)

Registration #

001001291

Postcode

3000

Chartered AccountantCertified Tax AccountantAdviser ExamEthics and Professional Advice

SuperannuationGovernment Debentures

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Roderick Cobain

TOWNSEND COBAIN PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000441003

Postcode

3004

Bachelor of Arts (Social Sciences)Advanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Tony Castellano

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000333319

Postcode

3000

Diploma of Financial PlanningCertified Financial PlannerCFP – Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Trey Lee Ear

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000260074

Postcode

3000

Bachelor of CommerceASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Adrian Joseph Vidotto

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000241821

Postcode

3000

DiplomaBachelor DegreeCFPCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Alexander Aracas

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000422727

Postcode

3000

Bachelor of Commerce (Accounting and Finance)8 Unit Diploma of Financial PlanningCFP Certification ProgramMasters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew James Walsh

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001002176

Postcode

3000

Diploma of Financial PlanningCFP ProgrammeBachelor of CommerceMaster of Business Administration

SuperannuationLife InsuranceSecuritiesRSA Products

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Angus Sexton

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004493

Postcode

3000

Certificate in Financial MarketsDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Benjamin Patrick Drew

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000225414

Postcode

3004

Diploma of Financial PlanningCertificate IV Financial Services (Finance and Mortgage Broking)Accredited Listed Product Adviser ProgramMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brigid Robertson

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001001293

Postcode

3000

SDIA Accreditation Program AssessmentRMIT / SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cameron Bridger

JBWERE LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005343

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange AccreditationEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

David Craig Stevenson

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

001004406

Postcode

3000

732-303 Taxation Law732303Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)FPC002B Ethics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

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David Jackson

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000452752

Postcode

3000

Certified Financial Planner (CFP)Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David John Bedford

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

001268819

Postcode

3008

Bachelors of BusinessGraduate Diploma in Applied Finance & InvestmentPractitioner MemberSuperannuation Module

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Denis Durand

WALKER LANE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000285326

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dion Miller

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001006165

Postcode

3000

LBL100 Introduction to Commercial LawBachelor of BusinessDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

George Sabini

BESPOKE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000241928

Postcode

3000

Bachelor of Business (Banking and Finance)Diploma of Financial PlanningCFP Education ProgramProvide advice in margin lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Graeme Laurence Quinlan

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000452754

Postcode

3000

Advanced Diploma of Financial ServicesSelf Managed Superannuation FundCertified Financial Planner (CFP)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jake Mounsey

BRIDGEWOOD PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005574

Postcode

3004

Bachelor of BusinessDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Barrington Weir

STEWARD WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001001709

Postcode

3000

Bachelor of CommerceBachelor of LawsASX Derivatives 1 & 2Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Janeen Woods

ONEFOCUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001001067

Postcode

3000

Bachelor of BusinessMasters of TaxationMortgage and Finance Association of Australia

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Rio

AHR PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001003927

Postcode

3000

Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Paul Grant

ROPAN LICENSEES PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

000239267

Postcode

3000

Certified Financial PlannerDiploma of Financial PlanningCertificate of Applied Self Managed Superannuation Fund AAdviceCertificate of ASX Securities

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Julian John Freney-Mills

CUMULUS WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001006384

Postcode

3000

Diploma of Financial AdvisingMargin LendingProfessional Diploma in StockbrokingStockbrokers and Investment Advisers Association (SIAA)

Securities

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Katherine Louise Hanrahan

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001001360

Postcode

3000

Bachelor of EconomicsSuperannuationMargin Lending & Geared InvestmentsAccredited Derivatives Adviser Level 1

SecuritiesGovernment Debentures

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Kerry Sourasis

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000230629

Postcode

3000

Bachelor of EconomicsDiploma in EducationDiploma of Financial Planning (DFP 1-8)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Leigh Gordon Evans

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001243548

Postcode

3000

ASSOCIATE DIPLOMA OF BUSINESS ( BANKING AND FINANCE)Associate Diploma of Business (Banking & Finance)ADVANCED DIPLOMA OF BUSINESS ( ACCOUNTING)Advanced Diploma of Business (Accounting)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Maria Ganakas

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000255820

Postcode

3000

Bachelor of Commerce (Accounting)CFPDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

Superannuation

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Maria Paonessa

LINARA WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000279194

Postcode

3000

CPAGraduate Diploma in Financial PlanningRisk InsuranceRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Marijan Simunic

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000259314

Postcode

3000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Martyn Jeffrey Rose

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001006201

Postcode

3000

SDIA Accreditation Program AssessmentSuperannuation ModuleAccredited Derivatives AdviserMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Matthew Armstrong

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000267401

Postcode

3004

Bachelor of Business (Economics and Finance)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Matthew James Witkowski

ACORN FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000304796

Postcode

3000

Bachelor Of Commerce (Accounting & Finance)Diploma in Financial Advising (Equities)Advanced Diploma In Financial Services (Financial Planning)Certified Practising Accountant (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Perrett

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000267402

Postcode

3004

Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Michael Denis Williams

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000222883

Postcode

3000

Bachelor of LawsFinancial Planning Principles & Practice CourseDFP 1, 2, 3, 4, 5, 6, 7Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Keith Wood

NEW HORIZONS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000321931

Postcode

3004

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Natalie Elizabeth Eden

FIRST SAMUEL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000277734

Postcode

3000

Bachelor of Business (Financial Planning) with DistinctionCertified Financial Planner (CFP)Ethics and Professionalism in Financial AdviceSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Mckay

BRIDGEWOOD PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005556

Postcode

3004

Bachelor of Business (Marketing)Diploma of Financial PlanningGraduate Diploma in PropertyFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Harrison Barry

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000296028

Postcode

3004

Bachelor of Commerce (International Business)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Andritsos

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

001003635

Postcode

3004

Bachelor DegreeCFPCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Colin Cuthbertson

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001001150

Postcode

3000

Graduate Diploma in Applied Finance & InvestmentLevel 2 Accredited Derivatives AdviserRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Peter Ziggy

3P WEALTH PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

000240015

Postcode

3004

Bachelor of Business in AccountingCertified Practicing Accountant (CPA ) ProgramCertified Financial Planner (CFP) ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Philip Damien Anglin

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

001004316

Postcode

3000

MCM171MCM272Bachelor of CommerceEthics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

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Robert James Jowett

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000264944

Postcode

3000

Bachelor of EngineeringDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Rodney James Hayes

BOSTONIQ PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000368453

Postcode

3004

Bachelor of CommerceChartered AccountantPS146Chartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sean Michael Dunne

DOMINIUM CAPITAL PTY. LTD.

Registered

Experience

Since 2000 (26 years)

Registration #

000262365

Postcode

3000

Diploma of Financial AdvisingBachelor of CommerceMaster of Business AdministrationSMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Siobhan Frais Blewitt

FRAIS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001278034

Postcode

3000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2 ExamMaster of Applied Finance

SuperannuationSecuritiesDerivativesForeign Exchange

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Skei Grace Harper

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001246821

Postcode

3000

DAFP1 Entry Level CompetenciesLife Insurance Adviser (Personal Advice)Superannuation Adviser (Personal Advice)Tier 1:Financial Planning

SuperannuationLife Insurance

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Tommy Chuan Eng Koh

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000222899

Postcode

3000

Graduate Diploma of Financial PlanningMaster of Applied FinanceCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tony Mastromanno

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001002327

Postcode

3000

Diploma in Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Wendy Whelan

JBWERE LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005528

Postcode

3000

Bachelor DegreeGraduate Diploma of Financial PlanningForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Anne Dalton

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

001005432

Postcode

3000

Bachelor of ArtsDiploma of Financial PlanningCertified Financial PlannerClient Engagement Skills

Superannuation

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Anthony Edward Paterno

ORD MINNETT LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003189

Postcode

3000

Bachelor of ScienceGraduate Diploma of Financial PlanningADA Level 1 & 2Professional Diploma in Stockbroking

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Athol White

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000464554

Postcode

3000

SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesGovernment DebenturesRSA Products

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Austin James Carvalho

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001003221

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benedict Hugh Tighe

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000259144

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma in Information Systems

SecuritiesGovernment Debentures

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Benjamin Charles James

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005681

Postcode

3000

B.Business (Banking & Finance)SDIA Accreditation Program RG146Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Brendan Jones

KODA CAPITAL PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001003717

Postcode

3000

Bachelor DegreeDiplomaCFPEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Howlett

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000308442

Postcode

3000

Bachelor of BusinessBachelor of ComputingDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Campbell Sorell

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003081

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial Planning5 unit CFP Certification Program8 unit Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cezary Prus

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000259924

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)ADA2Graduate Diploma of Applied Finance and InvestmentMargin Lending

SecuritiesDerivativesGovernment Debentures

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Corey Riscalla

INVESTOR WEALTH PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000362938

Postcode

3000

Bachelor of ArtsBachelor of CommerceDiploma of Financial PlanningCertified Financial Planner Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Curtis George Reid

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001046617

Postcode

3000

Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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David John Oliphant

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000445103

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment

SecuritiesDerivativesGovernment Debentures

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David Kauler

MACQUARIE BANK LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001005173

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentFinancial Advising EssentialsGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Kauler

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001005173

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentFinancial Advising EssentialsGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Derek Roy Gascoigne

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

000264823

Postcode

3000

Bachelor of commerceDiploma of financial planningCertified Financial PlannerEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hamish Rowan Macneil

ORD MINNETT LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006054

Postcode

3000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentMARGIN LENDING ACCREDITATION PROGRAM

SecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Hayden Curties Windsor

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

001008688

Postcode

3000

CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ian Alexander Charles Keys

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005721

Postcode

3000

Bachelor of BusinessMaster of CommerceGraduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Ian Andrew Crotty

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000341049

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jamie Mark Nemtsas

WATTLE PARTNERS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001001050

Postcode

3000

Bachlor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason Anthony Crichton

UNITED SUPER PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000298370

Postcode

3000

Diploma of Financial PlanningCommercial Law (TASACL)Tax for Financial AdvisingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

John Dixon

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005535

Postcode

3000

Bachelor DegreeDiplomaCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Kathy Anne Havers

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000291318

Postcode

3000

Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsDPML Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Liana Joyce Cauchi

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003413

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Malissa Tobias

ORD MINNETT LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001004843

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Marco Longo

CUMULUS WEALTH PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005843

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)Bachelor of CommerceMargin LendingProfessional Diploma in Stockbroking

Securities

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Mark James Goulopoulos

CUMULUS WEALTH PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001004769

Postcode

3000

ADA2Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin Lending

Securities

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Mark O'Sullivan

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001006243

Postcode

3000

General Securities Representative (Series 7) ExaminationSFA Registered Persons ExaminationGraduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial markets) (FNS51004)

SecuritiesDerivativesGovernment Debentures

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Mark Thomas Oliver

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000284979

Postcode

3000

Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramMAI769 Ethics for Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Matthew Bates

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001000283

Postcode

3000

Bachelor of Business Property (Vals)Graduate Diploma in Finance and Investment

SecuritiesGovernment Debentures

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Michael Laba

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005550

Postcode

3000

Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

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Nicholas James Perkins

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000222917

Postcode

3004

SMSFDiploma of Financial Services (Finance/Mortgage Broking ManagementAdvanced Diploma Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Ta

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

001002744

Postcode

3000

Bachelor of commerce (banking and finance)Diploma of financial planningCertified Financial PlannerEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nick Cannatello

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001002989

Postcode

3000

Bachelor of Business (Marketing)Advanced Diploma of Financial Services (Financial Planning) FNB604025 Unit CFP Certification ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter John Mason

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000286937

Postcode

3000

Bachelor of Arts in Industrial DesignDiploma of Financial PlanningSMSF AccreditationCFP Certification

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Pollianna Harkness

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005502

Postcode

3000

Bachelor of EconomicsBachelor of LawsChartered Accountant programChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ronald Ivor Griffiths

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000233148

Postcode

3004

Diploma of Financial MarketsGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsRegistered Company Auditor & Registered Superannuation Fund Auditor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sarah Jane Maccallum

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001238547

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Simon Bernard Power

ORD MINNETT LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001005913

Postcode

3000

SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146Graduate Diploma of Applied Finance and InvestmentMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Simon Coad

ADVOCATE ADVISORY PTY. LTD.

Registered

Experience

Since 2001 (25 years)

Registration #

001003014

Postcode

3000

Master of Applied Finance (Wealth Management & Financial Markets)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Toan Trinh Nguyen

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000442765

Postcode

3000

Bachelor of ArtsDiploma Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tonina Ciarrocchi

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000324449

Postcode

3000

Diploma of Financial AdvisingSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tracey Pace

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000284919

Postcode

3000

Bachelor of Business ( Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Morrison

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006055

Postcode

3000

DIPLOMA IN FINANCIAL MARKETSGRADUATE DIPLOMA IN APPLIED FINANCE AND INVESTMENTMARGIN LENDING ACCREDITATION PROGRAMMAI769 Ethics for Financial Services

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Anthony Brian Jackson

KM PRIVATE CLIENTS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001264766

Postcode

3000

Bachelor of EconomicsChartered Accountants Australia and New Zealand (CA ANZ)SMSF Association

Self-Managed Super (SMSF)

Is this you? Claim this listing →

Benjamin Prisk

ORD MINNETT LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001001736

Postcode

3000

Diploma in Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)Margin Lending and Geared Investments

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Carlie Maree Thatcher

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000277508

Postcode

3000

Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningFinancial PlanningGraduate Diploma of Financial Planning

SuperannuationLife Insurance

Is this you? Claim this listing →

Christopher Boag

ROYSTON CAPITAL PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001001038

Postcode

3000

Bachelor of BusinessFoundation DFPAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Services)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Christopher Forte

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000462632

Postcode

3000

Derivatives ADA1RG146Derivatives ADA 2FPC002B Ethics and Professionalism in Financial Advice

SecuritiesDerivativesForeign Exchange

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Daniel John Minihan

SHINEWING AUSTRALIA WEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000276433

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Liddle

JBWERE LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001005359

Postcode

3000

Bachelor of Business (Accounting)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Edward Marshall Paterson

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000264952

Postcode

3000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentFoundation DFP (Diploma of Financial Planning)Accredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Farren Williams

KODA CAPITAL PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001237856

Postcode

3000

Bachelor of ArtsBachelor of ScienceDiploma of Financial PlanningCertificate of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gareth James De Maid

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001244897

Postcode

3000

Bachelor of Arts & EconomicsGraduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Gareth Paul Martin

ASSETPLAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000235901

Postcode

3000

Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentMaster of Applied FinanceGraduate Dimploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Janice Suk Yee Lai

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001001599

Postcode

3000

Diploma of Financial MarketsDiploma of Financial AdvisingLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Justin Peter Frohnert

LIFEWEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000234442

Postcode

3000

Graduate Diploma EconomicsDiploma of Financial PlanningMaster of TaxationFPC002B Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kathryn Humphreys

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001003063

Postcode

3000

Bachelor of Arts8 unit Diploma of Financial PlanningCFP Certification 1-4 ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kevin Phoa

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001002022

Postcode

3000

FIN1010 Commercial LawBTX3931 Taxation LawBachelor of Business (Banking and Finance)Foundation DFP

Superannuation

Is this you? Claim this listing →

Marco Mellado

INSIGHT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000299957

Postcode

3000

Diploma of Financial AdvisingCertified Financial PlannerMargin Lending & Geared InvestmentsSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Megan Louise Paltoglou

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000419372

Postcode

3000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningSelf Managed Superannution Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Melanie Kate Monk

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000235853

Postcode

3004

Bachelor of Business (Financial Planning)Margin LendingCertified Financial PlannerSelf Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael John Ibbott

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000471575

Postcode

3000

Bachelor of Business (Accounting)Chartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesDerivativesGovernment Debentures

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Nicholas John Fennessy

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000330382

Postcode

3004

Bachelor of Business in Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance & Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Nicholas Piazza

JBWERE LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001005492

Postcode

3000

Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Nicholas Reid

AXIAL WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000457995

Postcode

3000

Bachelor of BusinessDiploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nigel Read Baldwin

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001006400

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in StockbrokingRelevant Provider Exam

SecuritiesGovernment Debentures

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Onur Ibrahim Kinali

SIRA GROUP PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000298947

Postcode

3000

Bachelor of ScienceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Jongebreur

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005169

Postcode

3000

Paraplanning CourseInvestment Planning 1Retirement Planning & Principles courseMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Peter Neville Handbury

ORD MINNETT LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001004539

Postcode

3000

Bachelor of Business AdministrationSuperannuation AccreditationADA Level 1 & 2

SuperannuationSecuritiesDerivatives

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Rebecca Paula Cheevers

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001003417

Postcode

3000

Diploma of Financial Services (Financial Planning) (FNS50804)Advanced Diploma of Financial Services (Financial Planning) FNS60404FPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sandra Shanyu Lau

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001002648

Postcode

3000

Bachelor of Business (Accountancy)Chartered Accountant (CA)CFP Certification 1-4 ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen John Lambert

BW CAPITAL PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000412493

Postcode

3004

Bachelor of EconomicsMasters of Applied FinanceDiploma of Financial PlanningDerivatives Accreditation (Level 1 & 2)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Stephen Shostak

MACQUARIE BANK LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005282

Postcode

3000

Investment Planning 1Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Commercial Law

SecuritiesDerivativesGovernment Debentures

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Stephen Shostak

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005282

Postcode

3000

Investment Planning 1Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Commercial Law

SecuritiesDerivativesGovernment Debentures

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Steven Leung

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001001372

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentCFPEthics and Professionalism in Financial AdviceFinancial Adviser Exam

SuperannuationSecuritiesGovernment Debentures

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Steven Toniazzo

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000312704

Postcode

3000

Bachelor of BusinessSelf Managed Superannuation FundsDiploma of Financial MarketsDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stewart John Collingwood

PPN WEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001006394

Postcode

3000

Advanced Diploma of Business MarketingAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Wade Hamilton Ritchie

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001003079

Postcode

3000

Diploma of Financial Planning (8 units)Certified Financial Planner (CFP) Education ProgramMaster of Personal Financial PlanningLife Risk Specialist Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Michael Mcgee

BRIDGEWOOD PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000226380

Postcode

3004

Advanced DiplomaAdvanced DiplomaCFPGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Gellard

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001006028

Postcode

3000

Self Managed Superannuation FundsBachelor of Business (Financial Planning)Accredited Derivatives Adviser Level 1 ExamMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Adam Shanahan

JBWERE LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001005314

Postcode

3000

Bachelor of BusinessAccredited Derivatives AdviserAdvanced Diploma of Financial Services (Financial Planning)Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Adam Stanley

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

001000812

Postcode

3008

Bachelor of Business (Accounting)Certified Financial PlannerGraduate Diploma of Chartered AccountingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Alexander Du Plessis

LOWE LIPPMANN WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000296767

Postcode

3004

Bachelor of CommerceGraduate Diploma in Financial PlanningMaster of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Zaita

AHR PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001004821

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin LendingFPE016 Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Crowe

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000294134

Postcode

3000

Bachelor of Business (Financial Planning) with DistinctionMargin Lending and Geared InvestmentsSelf Managed Super FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brendan Fahy

KEEP WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001000821

Postcode

3000

Diploma in Financial MarketsGraduate Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brian Douglas Rafton

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000248962

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron John Peck

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000249737

Postcode

3000

Bachelor of Business (Accounting)Chartered AccountantCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife Insurance

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Charles Francis Heerey

ORD MINNETT LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001006333

Postcode

3000

BACHELOR OF ECONOMICSGraduate Diploma of Financial PlanningASX DERIVATIVES ACCREDITATIONGraduate Diploma in Business

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Christian Moar

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003337

Postcode

3000

Bachelor of Business (Accounting/Economics)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Colin Morcom

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

000227906

Postcode

3004

Bachelor of Business (Accounting)CFP Certification ProgramDiploma of Financial PlanningSMSF Specialist Advisor (SSA) Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Craig Charles Raits

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000246593

Postcode

3000

Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Certified Financial Planner (CFP)CPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Alexander Dooley

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000245901

Postcode

3000

Bachelor of Arts (Double Major in Criminology)Diploma of Financial Services (Financial Planning)CFP Certification ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Anthony Macmanus

AUS FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000295148

Postcode

3000

Diploma Financial Planning (DFP)Certified Financial Planner (CFP)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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David Anthony Macmanus

AUS FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000295148

Postcode

3000

Diploma Financial Planning (DFP)Certified Financial Planner (CFP)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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David Anthony Macmanus

AUS FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000295148

Postcode

3000

Diploma Financial Planning (DFP)Certified Financial Planner (CFP)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Duro Rudic

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001006450

Postcode

3000

Associate Diploma of Business (Accounting)Bachelor of Business8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Georgina Willison

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000283820

Postcode

3000

Bachelor of Business (International Trade)Graduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Calder

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003315

Postcode

3000

Bachelor of EducationBachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Guy Mahony

LEGAL SUPER PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001006370

Postcode

3000

CFPGraduate Diploma of Financial Planning

Superannuation

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Harry Atamian

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000342655

Postcode

3000

Bachelor of FinanceDiploma of Financial Services (Financial Planning)(FNS50804)Advanced Diploma of Financial Services (Financial Plannin) (FNS60404)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Hege Nolan

ORD MINNETT LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001006056

Postcode

3000

Bachelor of Business (Economics and Finance)PS 146 COMPLIANCE PROGRAMACCREDITED DERIVATIVES ADVISER LEVEL 2Graduate Diploma of Applied Finance and Investment

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Hwee Pheng Siah

MINCHIN MOORE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000229691

Postcode

3000

Bachelor of Engineering (Civil)Masters of Business Administration (Technology Management)Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jacinda Anne Dixon

JBWERE LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001241592

Postcode

3000

Bachelor of Arts and Bachelor of Commerce5 unit CFP Certification ProgramMaster of TaxForeign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Jason Cowlishaw

JBWERE LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001005532

Postcode

3000

Bachelor Degree

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Jeffrey Hanna

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001002670

Postcode

3000

Bachelor of CommerceBachelor of CommerceCertified Public AccountantCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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John Christou

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001000779

Postcode

3000

Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningAccredited Derivatives Adviser Level OneEthics and Professionalism in Financial Advice

SuperannuationDerivatives

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John Gordon Cameron

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000250866

Postcode

3004

Bachelor of EconomicsChartered AccountantGraduate Diploma in Applied Finance and InvestmentASX Securities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Tasman Andrew

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001000741

Postcode

3000

SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesGovernment Debentures

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Kaliopi Kalifatidis

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001233341

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kellie Davidson

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

001000826

Postcode

3008

Bachelor of Arts/ Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Kerryn Jane Lancaster

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001005853

Postcode

3000

Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Lisa Jane Taylor

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000232248

Postcode

3004

Bachelor of Business (Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Andrew Eyles

PARAGEM PTY LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

000245925

Postcode

3004

Bachelor of Business (Accounting)Chartered Accountant (CA)Diploma of Financial PlanningSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Anthony Phillips

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000237149

Postcode

3000

Bachelor of BusinessCertified Practicing AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mathew Nolan Cassidy

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000250030

Postcode

3004

Bachelor of CommerceTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Wilson

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003703

Postcode

3000

Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Michael Browne

JBWERE LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001005548

Postcode

3000

Bachelor DegreeMasters DegreeAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Paul Kurema

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001005725

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Adviser Education ProgramCertified Financial Planner Certification

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Paul Sharkey

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000274037

Postcode

3000

Bachelor of Applied ScienceAdvanced Diploma in Financial Services (Financial Planning)Master of Entrepreneurship & InnovationEntrepreneurs Organisation - Australia Victoria member

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Roger Wilson

CARNBREA & CO. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

001003095

Postcode

3000

Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sarah Catharine Thorburn

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000247399

Postcode

3004

Bachelor of CommerceIntroduction to Financial Planning, Risk Management and Insurance PlanningSuperannuation & Retirement Planning, Investment Planning ICPA Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Simon Briggs

KEEP WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001000814

Postcode

3000

Bachelor of Economics (Hons)Financial Planning CertificateCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Guiliano

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001001047

Postcode

3000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Richard Talbot

KODA CAPITAL PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001003732

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simone Mcmullin

ANNEX WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

001236350

Postcode

3000

Bachlor of Arts HonoursGraduate Dirploma of Financial PlanningCFPEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven James Skoglund

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000245208

Postcode

3004

Generic Financial PlanningManaged InvestmentsSuperannuation and Retirement PlanningSelf Managed Super Fund Course

SuperannuationLife InsuranceLife InvestmentRSA Products

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Susanne Dahn

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2003 (23 years)

Registration #

001000811

Postcode

3008

Bachelor of CommerceMasters of Business AdministrationGraduate Diploma of Applied Finance and InvestmentCompany Directors Course

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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William Michael Russell

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000232522

Postcode

3000

Bachelor of Business Financial Risk ManagementDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Wing Chi Leung

MINCHIN MOORE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000242007

Postcode

3000

Bachelor of Business (Banking and Finance)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adrian Hannebery

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001003715

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexandar Bowes Hay

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001006334

Postcode

3000

SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146SUPERANNUATION ACCREDITATION PROGRAMMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Alexander Henderson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001259716

Postcode

3000

Bachelor of Business (Economics and Finance)Certified Financial PlannerEthics and Professionalism in Financial AdviceMargin Lending Specialist

SuperannuationSecuritiesRSA Products

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Andrew Epplett

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001000537

Postcode

3000

Bachelor of CommerceSDIA Accreditation ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Andrew Quinn

WREN ADVISERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001943

Postcode

3000

M ComCPADip FPFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Anthony James Webb

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000263509

Postcode

3004

Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMortgage and Finance Association of Australia (MFAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Michael Kofkin

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000269687

Postcode

3000

Policy Statement 146 (Tier 1)Self-Managed Superannuation FundsDFP5v4 Tax for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brian Mallon

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001006223

Postcode

3000

Graduate Diploma in Applied Finance & InvestmentSDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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Cameron Obliubek

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000263994

Postcode

3000

Bachelor of Business (Economics & Finance)Certified Financial PlannerMaster of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Park

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005345

Postcode

3000

Bachelor DegreeGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Chris O'Connor

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005350

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Christopher Kendall Mcswain

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000277293

Postcode

3000

Bachelor of CommerceMaster of Business AdministrationSelf Managed Superannuation FundsFNSASICR503A Provide Advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Harvey Webb

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005453

Postcode

3000

SDIA ACCREDITATION PROGRAM ASSESSMENTSUPERANNUATION ACCREDITATIONITS WORKSTATION TRAINING FOR SEATSMARGIN LENDING ACCREDITATION PROGRAM

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Damian Moran

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005357

Postcode

3000

Bachelor of Business (International Trade)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Ethics and Professional in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Damien John Kerr

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001004332

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial PlannerRG146

SuperannuationSecuritiesGovernment Debentures

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Daniel Carlos Tome

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001000724

Postcode

3000

Bachelor of EconomicsCertified Financial PlannerEthics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Daniel Cimoli

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005381

Postcode

3000

Bachelor of (Hons) Commerce (Economics)Graduate Diploma of Applied Finance & InvestmentsEthics and Professionalism in Financial Advice

Securities

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Darren Sean Krawitz

LOWE LIPPMANN WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000239770

Postcode

3004

Bachelor of Business (Financial Planning)CFP Certified Financial Planner (FPA)CFP – Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Alan Howell

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000319733

Postcode

3000

Bachelor of Business (Economics & Finance)Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Pitt

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000319829

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dianne Colledge

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000250860

Postcode

3000

Diploma of Financial Services (Financial Planning)Ethics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Donald Angus Mcqueen

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000267497

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Andrew Taylor

AD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000278505

Postcode

3000

Diploma of Financial PlanningMargin LendingSelf Managed Superannuation FundAdvanced Investment Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Godwin Ip

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000288879

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Byron Davis

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001245528

Postcode

3000

Diploma of Financial PlanningCFP Certification 1-4 ProgramGraduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Byron Davis

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001245528

Postcode

3000

Diploma of Financial PlanningCFP Certification 1-4 ProgramGraduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Maurice Pinkus

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001749

Postcode

3000

Accredited Derivatives Adviser Level 2PS146 Compliance ProgramRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Halina Louise Roach

FYG PLANNERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001003727

Postcode

3004

Bachelor of Business (Banking and Finance)Certified Financial PlannerGraduate Diploma of Financial Planning (Historical SIA/FINSIA)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hayden Imlach

BESPOKE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000251698

Postcode

3000

BACHELOR OF COMMERCEDIPLOMA OF FINANCIAL SERVICES (FINANCIAL PLANNING)Tax for Financial AdvisingAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Helen Cheng

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000247400

Postcode

3004

Bachelor of Business (Accounting)Graduate Diploma of Business Information TechnologyCertified Practicing Accountants ProgramAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

James Robb

JBWERE LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005478

Postcode

3000

Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Chartered Financial AnalystCPA ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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James Shepherdson

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001923

Postcode

3000

Level 1 & 2 Accredited Derivatives AdviserBachelor of Business (Economics & Finance)SDIA Accreditation Program AssessmentMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Jason Cook

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001702

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason John Wong

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001245714

Postcode

3000

Bachelor of CommerceMargin Lending and Geared Investments

Superannuation

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Jason Rosewarne

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000278767

Postcode

3004

Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Finance)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Standen

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001002019

Postcode

3000

Diploma Financial PlanningCertified Financial PlannerMaster of Business AdministrationTax for Financial Advising

Superannuation

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Jonothan Alexander Wilson Gourlay

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001237314

Postcode

3000

Bachelor of Arts (Hons)Graduate Diploma of Applied FinanceMaster of Applied FinanceEthics & Professionalism in Financial Advice

Securities

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Julie Anne Copestake

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002794

Postcode

3000

FNS50804 Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement AdviceFPC006 Tax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Karen Sheldon

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001006451

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Super FundsFellow Chartered Financial Practitioner (FChFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Karl Hunting

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000303859

Postcode

3000

Margin LendingSelf Managed Superannuation FundsCertified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Katriel Moshe Warlow-Shill

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000279576

Postcode

3000

Degree of Bachelor of Commerce (Accounting)Degree of Honours Bachelor of Accounting ScienceDiploma of Financial Services (Financial Planning)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kostas Zanios

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000270920

Postcode

3000

Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level Two982 Margin Lending

Derivatives

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Lauren Carole Topp

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000253451

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lisa Haley

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001000764

Postcode

3000

Graduate Certificate in AccountingDiploma of Financial PlanningCertified Financial PlannerSelf Managed Super Fund Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lynda Ann Cross

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000264429

Postcode

3000

Diploma of Financial PlanningCertified Financial PlannerTASACL Commercial LawFinancial Advice Association of Australia (FAAA)

Superannuation

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Marcus Christopher Gridley

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000468818

Postcode

3000

LBL Intro to Commercial LawBachelor of Business in Tourism and Enterprise ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Marcus Damen

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001000815

Postcode

3008

Bachelor of Commerce (Accounting and Finance)Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Mark Adrian Butler

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000267911

Postcode

3000

Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Mark Lindsay Doubleday

ANNEX WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001021

Postcode

3000

Bachelor of ScienceDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew James Barsby

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000281870

Postcode

3000

MLC301 Principles of Income Tax LawBachelor of Commerce (Financial Planning & Accounting)FPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Downes

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005409

Postcode

3000

Bachelor of Commerce (Marketing)Bachelor of Arts (Journalism and Public Relations)Advanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceSecuritiesRSA Products

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Michael Forer

MINCHIN MOORE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000271286

Postcode

3000

Bachelor of CommerceGraduate Diploma in Financial Planning (Historical SIA/FINSIA)Margin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Ibbotson

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

001006511

Postcode

3004

Bachelor of Business Financial PlanningASX Listed Securities AdviserCertificate VI in Finance BrokingCertficate Vi in Property Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Kinsley Sim

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001924

Postcode

3000

Bachelor of EconomicsLevel 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Nicholas Kemsley Gunner

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000278842

Postcode

3000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Robert Gilbert

THE HERON PARTNERSHIP PTY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000264521

Postcode

3004

Bachelor of CommerceFASEA ExamInstitute of Actuaries of Australia

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Richard Knight

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005722

Postcode

3000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentFinancial Services Institute of Australasia (FINSIA)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Robyn Marie Mears

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000263545

Postcode

3000

Diploma of Financial PlanningCertified Financial PLannerAdvanced Diploma of Financial Services (Superannuation) FNS 60504Margin Lending And Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rosemarie Gurrisi

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001004853

Postcode

3000

Bachelor of Business (Economics and Finance)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ry Stanes

INSIGHT INVESTMENT PARTNERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001002746

Postcode

3000

DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Samuel Clive Mckay Hunt

WH CAPITAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000279158

Postcode

3000

Graduate Diploma of Financial PlanningSMSF Specialist AdviserCertified Financial PlannerCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Samuel David Ball

YX BALL FINANCIAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000253742

Postcode

3004

Diploma of Financial Services (Financial Planning)FPC001B Economic and legal context for financial planningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Sean Michael Henselis

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000274607

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shane Nicholas

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000260900

Postcode

3000

Bachelor of Business (Financial Planning)CFPSMSF Specialist Adviser (SSA)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simon Forer

MINCHIN MOORE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000284958

Postcode

3000

Bachelor of Business in Economics and FinanceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simon Wood

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000338947

Postcode

3000

Bachelor of (Hons) Business, ScienceADA Level 1 & 2Graduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Stephen Asztalos

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003056

Postcode

3000

Bachelor of Business (Accounting)Graduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stephen John Eedy

FINPLAN AUSTRALIA PTY. LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

000323634

Postcode

3000

Bachelor of CommerceCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Stephen Robert Layfield

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000259433

Postcode

3000

Bachelor of CommerceDiploma of Financial Planning units 1 to 7Margin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Steve Marino

ORD MINNETT LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005516

Postcode

3000

Bachelor DegreeBachelor DegreeCertified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Stuart Graham

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003090

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stuart Lachlan Wemyss

PROSOLUTION GROUP PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000253585

Postcode

3000

Bachelor of CommerceProfessional YearGraduate Diploma of Applied Financial & InvestmentDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Raymond Weir

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000267298

Postcode

3000

Master of TaxationCompleted DFP 1 equivalent subject Institute of Chartered AccountantsCompleted Subjects 2-6 of a Diploma of Financial PlanningSelf Managed Superannuation Funds Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tobias Ross Morgan

REDWOOD FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000275912

Postcode

3000

PS146 AccreditationFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Todd Andrew Clifford

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000244523

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)ASX Accredited Listed Product AdviserSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tom Llewellyn Sutton

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002889

Postcode

3000

AFMA Dealer Accreditation ProgramGraduate Diploma of Financial Planning

Foreign Exchange

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Victoria Lindores

KODA CAPITAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001000813

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Adam Dimopoulos

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000347022

Postcode

3000

Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew David Morgan

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001002574

Postcode

3000

Diploma of Financial Services (Financial Planning) (FNS50804)Advanced Diploma of Financial Services (Financial Planning) (FNS60404)CFP Certification ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Andrew Graeme Eddy

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000294864

Postcode

3000

Bachelor of Business (Business Information Systems)Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance and InvestmentEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Andrew Robert Phillips

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000468934

Postcode

3000

Bachelor of Business (Economics & Finance)SDIA Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Andrew Thomas Dunbar

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000326735

Postcode

3000

Bachelor of CommerceBachelor of EconomicsSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony David Foale

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000292419

Postcode

3000

Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Asha Achuthan

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001002605

Postcode

3000

Bachelor of Commerce (Factory Administration and Costing)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404Certified Financial Planner

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Benjamin Thompson

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

001002008

Postcode

3000

Advanced Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceClient Engagement Skills

Superannuation

Is this you? Claim this listing →

Brett Arnol

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001002668

Postcode

3000

Bachelor of CommerceBachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Cameron Eldridge

MACQUARIE BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005141

Postcode

3000

Bachelor of Business Studies (Marketing)Superannuation and Funds ManagementGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Investment Planning 2

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cameron Eldridge

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005141

Postcode

3000

Bachelor of Business Studies (Marketing)Superannuation and Funds ManagementGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Investment Planning 2

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cameron Morcher

WATERSHED DEALER SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000462788

Postcode

3000

Bachelor of CommerceChartered Financial Analyst (CFA)Diploma of Financial Services (Financial Planning)• Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carol Tawfik

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

000288425

Postcode

3000

Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christine Magnano

JBWERE LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001003719

Postcode

3000

Bachelor of BusinessSuperannuation and Retirement Planning (Historical SIA / FINSIA)Graduate Diploma in Financial PlanningForeign Exchange Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Christine Power

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001002010

Postcode

3000

Bachelor of BusinessGraduate Diploma of MarketingGraduate Diploma of Financial PlanningEthics and Professionalism

Superannuation

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Christopher Raymond Guy

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000289737

Postcode

3004

Bachelor of Business (Business Administration)Accredited Mortgage ConsultantGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Damien Christopher Port

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000293165

Postcode

3004

Bachelor of Commerce (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

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Daniel Tony Foster

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001001485

Postcode

3000

SDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1RMIT/SDIA Superannuation ModuleASX Accredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment Debentures

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David Marasea

MP PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001003067

Postcode

3000

Diploma of Financial Services (Financial Planning)Margin LendingMaster of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Michael Novotny

CLIME ADVICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000296839

Postcode

3000

Bachelor of BusinessEPAdvantage Real Life Estate PlansTASA and the TPB Code of Professional ConductSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David William Breen

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000291472

Postcode

3000

ADA1Diploma of Financial Services (Financial Planning)ADA2Margin Lending

SuperannuationSecuritiesDerivativesGovernment Debentures

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Drew Robert Meredith

WATTLE PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001001056

Postcode

3000

Bachelor of Commerce (Finance)Graduate Diploma of Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Eleftherios John Kappadais

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001002887

Postcode

3000

Bachelor DegreeGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Elise Marie Michelmore

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000351469

Postcode

3000

Diploma of Banking and FinanceDiploma of Financial AdvisingFPC002BFPC001B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Fiona Shedden

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000288823

Postcode

3000

Bachelor of Business (Financial Planning)Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Frank Pantano

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000295136

Postcode

3000

Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments CertificateAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glenn Thomas Fairbairn

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

001000939

Postcode

3004

Bachelor of Business (Economics & Finance)Certfied Financial Planner (CFP)SMSF Specialist Advisor (SSA) AccreditaitionFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Graham White

NEXTPLAN FINANCIAL PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000294491

Postcode

3000

Bachelor of Business (Accountancy)Diploma of Financial ServicesSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Indika Weerakoon

LIFEWEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001004150

Postcode

3000

Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Provide advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Legoe

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000468687

Postcode

3000

Bachelor of Commerce, Bachelor of EngineeringChartered Financial AnalystEthics and Professionalism In Financial AdviceChartered Financial Analyst Institute (CFA Institute)

SuperannuationSecuritiesDerivativesGovernment Debentures

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James Robert Esselmont

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000315436

Postcode

3000

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentMaster of Business AdministrationDiploma of Financial Services (Financial Planning) FNS50804

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jeff Baldwin

UNITED SUPER PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001273151

Postcode

3000

Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

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Joel Fuller

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001003435

Postcode

3000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsASX Accredited Listed Products (ALPA) ProgramMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Mclaughlin

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001004984

Postcode

3000

Bachelor of Business (Personnel & Industrial Relations)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Lance Scholes

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001240287

Postcode

3000

Bachelor of CommerceDiploma of Financial Planning (2005) & Foundation DFP (2004)CFP Certified Financial PlannerDPML Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Lance Scholes

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001240287

Postcode

3000

Bachelor of CommerceDiploma of Financial Planning (2005) & Foundation DFP (2004)CFP Certified Financial PlannerDPML Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joseph Andrew Fedele

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001006010

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (FNB50199)Superannuation ModuleMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Kieran Mcinerney

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005542

Postcode

3000

Bachelor of Business (Financial Planning)Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Kirsty Darnley

JBWERE LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005543

Postcode

3000

Bachelor of Business (Financial Planning)5 unit CFP Certification ProgramForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Lucy Silvana Salaris

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005628

Postcode

3000

Bachelor of Arts (Major in Politics Minor and Legal Studies)Diploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InvestmentSecuritiesGovernment Debentures

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Luke Patrick Naughtin

CYGNET FINANCIAL PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000315283

Postcode

3000

Bachelor of Business and Commerce (Accounting Specialisation)Graduate Diploma of Financial PlanningASX Accredited Listed Product AdviserSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Alexander Gibson

SAGE ADVISERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000291756

Postcode

3000

Bachelor of BusinessCA ProgramDiploma of Financial Services (Financial Planning)CA SMSF Specialist Accreditation

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Mark Chartres

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001253670

Postcode

3000

Diploma of Financial ServicesDiploma of Financial ServicesAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program

Superannuation

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Mark Paul Buisman

ONEFOCUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000340429

Postcode

3000

Advanced Diploma of Financial PlanningBachelor of Business (Finance)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Paul Buisman

ONEFOCUS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000340429

Postcode

3000

Advanced Diploma of Financial PlanningBachelor of Business (Finance)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Maurizio Lombardi

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001234961

Postcode

3000

Bachelor of CommerceDiploma Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Jeffs

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000288202

Postcode

3000

Bachelor of Business (Economics and Finance)Certified Financial Planner (CFP)FPC002B Ehtics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Miles Royce Bellman

MB CAPITAL PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005949

Postcode

3000

Bachelor of BusinessGraduate Diploma of Applied Finance & InvestmentGraduate Diploma of Financial PlanningMasters of Business Administration (MBA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Natallia Smith

TRUWEALTH GROUP PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001001424

Postcode

3000

Bachelor of PsychologyAdvanced Diploma of Financial ServicesGraduate Certificate of BusinessDiploma of Finance and Mortgage Broking Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Richard Stanley

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000286172

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Bennett

JBWERE LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005494

Postcode

3000

Bachelor DegreeGraduate DiplomaAccredited Derivatives Adviser Level 1 & 2Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Peter Robotis

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001006498

Postcode

3000

Graduate Diploma of Financial PlanningFinancial Adviser ExamSMSF Specialist AdviserEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment Debentures

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Praneel Kumar Rajoria

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001003914

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Quoc Tuy Nguyen

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001008208

Postcode

3000

Bachelor of Business (Financial Planning)Certified Financial Planner (CFP) Education ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ralf Haase

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005413

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial ServicesMargin Lending and Geared InvestmentsAccredited Derivatives Adviser (Level I & II)

SuperannuationLife InsuranceSecuritiesDerivativesRSA Products

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Roderick Bridger

JBWERE LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005508

Postcode

3000

Bachelor of BusinessCPA ProgramGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Samuel John Adams

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000284812

Postcode

3144

Bachelor DegreeAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Scott Bailey

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001237051

Postcode

3000

Diploma of Financial ServicesGraduate Diploma of Financial PlanningAFMA Accreditated Individual

Foreign Exchange

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Simon Geoffrey Coggins

ORD MINNETT LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005383

Postcode

3000

Diploma of Stockbroking

Securities

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Simon George Connor

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005993

Postcode

3000

Bachelor of Economics (Honours)Graduate Diploma in Financial PlanningMargin Lending & Geared InvestmentsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Simon John Lally

THE ADVICE EXCHANGE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000345999

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Mrocki

HELIO CAPITAL MANAGEMENT PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000288835

Postcode

3004

Masters of Financial PlanningBachelor of CommerceInstitute of Public Accountants (IPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Paul Devlin

FIRST SAMUEL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001001376

Postcode

3000

Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Robert Ferrali

NORTHPOINT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000293585

Postcode

3004

Bachelor of Business (Finance, Information Systems, Management)Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Henry Henshall

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2005 (21 years)

Registration #

000289568

Postcode

3000

ASFA PS146Certificate of Superannuation ManagementAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Price Almond

THOMAS PRICE PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000290153

Postcode

3000

Bachelor of EconomicsDiploma of Financial PlanningPost Grad Certificate Applied FinanceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesRSA Products

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Timothy De Luca

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000472327

Postcode

3000

Bachelor of Business (Applied Economics)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Abolade Afisu Akamo

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000426030

Postcode

3004

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amanda Sheree Horne

CLIME ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000319099

Postcode

3000

Bachelor of CommerceASX Accredited Listed Product Adviser (ALPA)Advanced Diploma in Financial Services (ADFS)Accredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew John Hewison

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001001093

Postcode

3004

Bachelor of Commerce (Marketing and Sports Management)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)SMSF Specialist Advisor (SSA) Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Rancie

WPP LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000305378

Postcode

3000

Bachelor of Busines (Economics and Finance)Margin LendingSelf Managed Superannuation FundsAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Stephen Costley

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001004764

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance (ADA2Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

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Arthur Garipoli

DOLPHIN PARTNERS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001004530

Postcode

3000

Certificate of Business StudiesBachelor Of Business (Accounting)Diploma of Financial ServicesADA Level 1

SuperannuationSecuritiesDerivatives

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Ashley Davidson

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001000819

Postcode

3008

Bachelor of BusinessGraduate Diploma of Chartered AccountingEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

Superannuation

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Benjamin Fernandes

LEGAL SUPER PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001002006

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerCertificate of Self Managed Super FundsGraduate Diploma of Financial Planning

Superannuation

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Benjamin Gratzer

F PALMER & M E PALMER

Registered

Experience

Since 2006 (20 years)

Registration #

000300893

Postcode

3000

Tier 1 Compliance solution

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Benjamin Randolph Ellwood

ORD MINNETT LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001006337

Postcode

3000

Bachelor of CommerceACCREDITED DERIVATIVES ADVISER LEVEL 2MARGIN LENDING ACCREDITATION PROGRAM

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

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Cain Laoumtzis

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001002509

Postcode

3000

JUST1016 Commercial LawJUST1031 Taxation 1Bachelor of Business (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Craig Mcallister

MCALLISTER WEALTH GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000400534

Postcode

3004

Bachelor of Commerce (Accounting & Finance MarketingGraduate Diploma of Applied Finance and InvestmentCPA ProgramSelf Managed Superannuation Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carolyn Anne O'Reilly

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001000721

Postcode

3000

CO222CO324Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Chelsea Fletcher

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001008781

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Chi Kay David Chia

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001009368

Postcode

3000

Bachelor of ArtsMaster of Applied FinanceDiploma of Financial ServicesGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Clint Rippon

JBWERE LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005355

Postcode

3000

Bachelor of Business (Accounting and Commercial Law)Master of Business (Accounting)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Colin Campbell

CARNBREA & CO. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001002212

Postcode

3000

Bachelor of CommerceSecurities Institute Diploma CourseMaster of Business AdministrationAccredited Derivatives Adviser, Level 2

Life InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Daniel Graham Boote

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000303246

Postcode

3000

Bachelor Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Klein

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001251720

Postcode

3000

Advanced Diploma of Financial ServicesSelf Managed Superannuation FundsMargin Lending & Geared InvestmentsAccredited Derivatives Adviser Level 1

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

David Kovac

SIRA GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000318396

Postcode

3000

Bachelor of Commerce (accounting and financial planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Zheng Du

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001001478

Postcode

3000

Master of Applied FinanceSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1Margin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

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Emeraan Dhanshe

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001002475

Postcode

3000

FIN1010 Commercial Law 1Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Evan Tsipas

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001001098

Postcode

3000

Bachelor of Commerce (Finance and Economics)Bachelor of Science (Statistics)Diploma of Financial ServicesChartered Financial Analyst

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Frank Cerra

ORD MINNETT LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001004505

Postcode

3000

Diploma of Financial ServicesSelf Managed Superannuation Funds AccreditationMargin Lending Accreditation

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Giuseppe Cardamone

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001007631

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glen Anthony Orbell

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000400141

Postcode

3144

Bachelor DegreeCFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Greig Barrow

AKAMBO PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001266265

Postcode

3000

ASX Accredited Derivatives Adviser Level2Practitioner MemberDiploma of BusinessResponsible Executive Examination

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jessica Suzanne Balchand

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000303937

Postcode

3000

Bachelor of Business (Financial Risk Management)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Rancie

WPP LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000305329

Postcode

3000

Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Wood

PPN WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001000901

Postcode

3000

Diploma in Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jordan Wallace Peter Andrews

ONEFOCUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001007693

Postcode

3000

Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kristoffer John Tiberi

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000313019

Postcode

3000

Bachelor of Commerce (Major of Accounting and Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laura Peressini

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001002081

Postcode

3000

Bachelor of FinanceAdvanced Diploma of Financial PlanningCertified Financial PlannerCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Liza Janakievski

ASENA FAMILY OFFICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001004438

Postcode

3000

Bachelor of Business (Accounting)Certified Practicing AccountMaster of Business (Accounting)Registered Tax Agent

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lucy Warner

JBWERE LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005487

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)ASX Accredited Derivatives Adviser Level 1 & 2Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Luke Benjamin Broxton

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000305572

Postcode

3000

Advanced Diploma of Financial PlanningMargin Lending & Geared InvestmentsSMSF SpecialistFPC001B Economic and legal context for financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marcus English

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

000302567

Postcode

3004

Bachelor of Commerce (Finance and Management)Diploma of Financial ServicesCFP Certification ProgramLife Risk Specialist (LRS)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Marcus John O'Callaghan

FOURTHREE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000300295

Postcode

3004

Bachelor of CommerceBachelor of LawsDiploma of Financial services (Financial Planning)Certificate IV in Financial Services (Finance and Mortgage Broking)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Bradley Cashinella

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001270755

Postcode

3000

Bachelor of CommerceEthics and Professionalism in Financial AdviceClient Engagement SkillsEconomic and Legal Context for Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Mark Campbell Opie

PLATINUM WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001005602

Postcode

3000

Bachelor of Business Banking and FinanceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Cryer

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001265115

Postcode

3000

ASX Accredited Derivatives Adviser Level 2Diploma of Financial Services (Financial Planning)ASX Accredited Derivatives Adviser Level 1Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Nimashan Tambyah

REVA WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001004198

Postcode

3000

Bachelor of BusinessAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending (subject)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul John Clements

NEXIA MELBOURNE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000286809

Postcode

3000

Bachelor of CommerceGraduate Certificate in Financial PlanningMargin Lending & Geared InvestmentsTier1: (923) Securities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Prabath Ekanayake

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001007283

Postcode

3000

Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerFellow Chartered Financial Practitioner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rein Margus Leepin

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000413962

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial PlanningCFP unit 1 (Exempt from units 2, 3 & 4)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Renae Halmani Anderson

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001006381

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Cahill

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001002449

Postcode

3000

Bachelor of commerce (actuarial studies)Advanced diploma of financial services (financial planning)CFPCFA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Negri

WISDOM WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000302739

Postcode

3000

Bachelor of Economics BEcBachelor of Business BBus (Accounting)Grad Diploma in Applied Finance and InvestmentsGrad Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Light

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000308308

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsRG146 Licensing Compliance: Self-managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stan Konidaris

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000306546

Postcode

3004

Bachelor of Business (Finance)Professional Year ProgrammeFinancial Planning Proper Authority CourseSecurities

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Carfora

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001251251

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Life Risk SpecialistMaster of BusinessMaster of Financial Planning

SuperannuationLife InsuranceLife Investment

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Thabojan Rasiah

FYG PLANNERS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003077

Postcode

3000

Bachelor of Commerce (Honours)Bachelor of ScienceCertified Financial Planner (CFP)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tim Bayles

MACQUARIE BANK LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001005055

Postcode

3000

Bachelor of Commerce major in Financial Planning (v1)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tim Bayles

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001005055

Postcode

3000

Bachelor of Commerce major in Financial Planning (v1)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Edward Trajer

BOSTONIQ PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000451706

Postcode

3004

Bachelor of EconomicsMaster of Science (Environmental Management)Diploma of Financial PlanningCertificate

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Hunter

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001567

Postcode

3000

Diploma of Financial MarketsSDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Robert Mitchell

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001000718

Postcode

3000

Bachelor of BusinessDiploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

Life Insurance

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Alastair Kennelly

WISE HARBOUR GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000417567

Postcode

3000

Foreign Exchange moduleDerivatives moduleDiploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alison Matthews

KODA CAPITAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003647

Postcode

3000

Bachelor of EconomicsFoundation DFPAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Anthony Williams

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001006359

Postcode

3000

Bachelor of Business (Accountancy)DFPADFPCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ashleigh Teresa Cattanach

UNITED SUPER PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000318663

Postcode

3000

Financial PlanningAdvanced Diploma Financial Services (Financial Planning) FNS60404Master of Applied FinanceEthics & Professionalism in Financial Advice (FPC002B)

Superannuation

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Ben Graham

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2007 (19 years)

Registration #

000314510

Postcode

3000

Graduate Diploma in Financial PlanningEthics and Professionalism in Financial AdviceAustralian Institute of Superannuation Trustees (AIST)CFP - Certified Financial Planner (FPA)

Superannuation

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Ben Nguyen

MACQUARIE BANK LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000332178

Postcode

3000

Bachelor of Business (Financial Planning) with DistinctionCFP Certification ProgramFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ben Nguyen

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000332178

Postcode

3000

Bachelor of Business (Financial Planning) with DistinctionCFP Certification ProgramFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brad David Akkerman

PRINCIPAL PARTNERS (VIC) PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000307966

Postcode

3000

Bachelor of Business (Economics & Finance)Graduate Diploma of Financial ServicesGraduate Diploma of Applied Finance & InvestmentCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Crough

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000452751

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Margin Lending and Geared InvestmentsASX Accredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Damien Jarrod Crommie

BARBACANE ADVISORS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000310824

Postcode

3000

Bachelor of Business (Accountancy)Chartered Accountant ProgramCertificate for Financial AdvisersDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Daniel Weeks

LOWE LIPPMANN WEALTH ADVISERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000428074

Postcode

3004

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Certificate in Applied FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren Jason Kirstein

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001002283

Postcode

3000

Diploma of Financial Services (Financial Planning)Accredited Derivatives Advisor (ADA) 1Accredited Derivatives Advisor (ADA) 2Provide advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

David George Baker

INVESTOR WEALTH PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000342741

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningCertified Financial Planner (CFP)Certificate of Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Stephen Moloney

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000315224

Postcode

3004

Bachelor of Business (Financial Planning)Certified Financial Planner CertificationMargin Lending and Geared InvestmentsFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dimitrios Zartaloudis

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000314337

Postcode

3000

Diploma Financial Services (Financial Planning)Self Managed Super FundsMargin Lending and Geared InvestmentsCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Edmund Huat Meng Wong

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005822

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)ADA1Margin LendingSuperannuation

SecuritiesDerivativesGovernment Debentures

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Franco Angelo Joseph Theuma

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003986

Postcode

3004

Bachelor of BusinessGraduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Greg Paul Weiland

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001006421

Postcode

3000

Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Ashley Parton

BLUEWATER FINANCIAL ADVISORS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000263631

Postcode

3000

Postgraduate Certificate in ManagementGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Leigh Vandeloo

LIFEWEALTH PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000311965

Postcode

3000

Bachelor of BusinessAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Phillip Wright

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000415958

Postcode

3000

Accredited Derivatives Adviser Level 1Bachelor of Commerce (Finance and Financial Planning)Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking

Derivatives

Is this you? Claim this listing →

Jarrod Michael Daffy

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001243015

Postcode

3000

Margin Lending Accreditation ProgramProfessional Diploma in StockbrokingDiploma of Financial Planning

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Kaine Perry

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001003757

Postcode

3000

Bachelor Degree (Hons)DiplomaAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Katerina Nicolakopoulos

EIKON FINANCIAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000317634

Postcode

3000

Industry Standard EducationSMSF Specialist Advisor AccreditationSPAA Accreditation ProgramFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kirsten Genter

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001232921

Postcode

3000

Diploma of Financial ServicesSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningEthics and Professionalism

SuperannuationLife Insurance

Is this you? Claim this listing →

Lionel John Brownsea

NEXTPLAN FINANCIAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000309671

Postcode

3000

Bachelor of BusinessProfessional / Education YearGraduate Certificate in Financial PlanningASX Accredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Soliman

JBWERE LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001241948

Postcode

3000

Bachelor of Business (Economics and Finance)5 unit CFP Certification ProgramForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Mark Sullivan

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001003094

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)FNSASICR503A Provide Advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Maureen Drieberg

WEALTH TODAY PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000304115

Postcode

3008

Degree of Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Branidis

NORTHPOINT INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000312539

Postcode

3004

Bachelor of Business (Information Systems)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Graham Boone

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001000754

Postcode

3000

Bachelor of Business (Accounting & Finance)SDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1ASX Accredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Mila Sobolevsky

JBWERE LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005554

Postcode

3000

Bachelor of Commerce (Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Nareena Aracas

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000398311

Postcode

3000

Diploma of Financial MarketsFNS60404 Advanced Diploma of Financial Services (Financial Planning)Masters of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Natashya Vikram

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001006363

Postcode

3000

Bachelor of Social ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Bayne

JBWERE LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001005488

Postcode

3000

Bachelor DegreeMasters DegreeProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Nigel Judd

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000344117

Postcode

3000

Bachelor of ArtsBachelor of Commerce732103 Introduction to Business LawE151 Taxation and Strategies for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pandeli Halamandaris

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002227

Postcode

3000

Advanced Certificate in AccountingAssociate Diploma of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Pandeli Halamandaris

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002227

Postcode

3000

Advanced Certificate in AccountingAssociate Diploma of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Dervan

WILLIS AUSTRALIA LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001937

Postcode

3000

Diploma of Financial ServicesAdvanced Diploma of Financial Services

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Paul Milbourne

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000314274

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Peter Alexander James Trenchard

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000310343

Postcode

3000

Bachelor of Social ScienceDiploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning

Superannuation

Is this you? Claim this listing →

Peter Walsh

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000337472

Postcode

3000

Bachelor of BusinessGraduate Diploma of Applied FinanceMargin LendingEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Phillip Tomal

COLLINS ST. INVESTMENT ADVISORS PTY. LTD.

Registered

Experience

Since 2007 (19 years)

Registration #

000317926

Postcode

3000

Bachelor of BusinessAssociation of Independently Owned Financial Professionals (AIOFP)CPA Australia (CPA)

SuperannuationLife InvestmentRSA Products

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Rakesh Kumar

AHR PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003832

Postcode

3000

Diploma of Financial Planning (DFP1-8)Industry Standard EducationFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Roel Burghouwt

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000314740

Postcode

3000

Certified Financial Planner (CFP)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Accredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ross Love

ORD MINNETT LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001000546

Postcode

3000

Bachelor of Arts (Chinese)Bachelor of Commence (Honours)Diploma of Financial Services (Financial Markets)PS146 Investment Planning

SecuritiesDerivativesGovernment Debentures

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Russell Clifford Walsh

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000319097

Postcode

3000

DFP 1- DFP 5DFP 1- DFP 4Diploma of Financial PlanningAU Inhouse SMSF accredittaion

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sam Fimis

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000310094

Postcode

3000

Bachelor of Legal StudiesBachelor of EconomicsProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Sarah Alvares

KODA CAPITAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001245519

Postcode

3000

Bachelor of Arts & Bachelor of CommerceAdvanced Diploma in Financial Services (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InvestmentSecuritiesGovernment Debentures

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Scott William Redpath

BERYLLIUM ADVISERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001002216

Postcode

3000

Diploma of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon James Davies

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001008454

Postcode

3000

Diploma Financial ServicesProfessional Diploma in Securities & DerivatiesDerivaties Accreditation ProgramMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Stavros Lambou

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001002443

Postcode

3000

Diploma of Financial Services (Financial Planning FNSGraduate Diploma of Financial PlanningRG146 Margin LendingALPA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Woodford

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000311645

Postcode

3000

Master of Financial PlanningMargin LendingSelf Managed Superannuation FundsAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Stuart Mathieson

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001001882

Postcode

3000

Bachelor of Business (Acc)/Bachelor of Business (Banking and Finance)Graduate Diploma in Applied Finance and InvestmentSMSF AccreditationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tarek Khaled Elmir

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001005840

Postcode

3000

Bachelor of CommerceProfessional Diploma in StockbrokingADA2Master of Applied Finance

SuperannuationSecuritiesDerivativesGovernment Debentures

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Tony Vikram

LIFEWEALTH PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001003701

Postcode

3000

Bachelor of EngineeringAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Warren Lindsay Hanna

JBS FINANCIAL STRATEGISTS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000306070

Postcode

3000

Bachelor of Business (Financial Planning)ASX SecuritiesMargin LendingSelf Managed Super Fund Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William George Bell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001000750

Postcode

3000

Bachelor of Business (Banking & Finance)Margin Lending and Geared Investments

SecuritiesGovernment Debentures

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Adam Nicholson

PPN WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000322871

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningMargin LendingSelf Managed Super Fund

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Bernshteyn

NATIONAL PLANNING PARTNERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001270405

Postcode

3004

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesDiploma of Financial Services (FMBM)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Suvoltos

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001003122

Postcode

3000

Bachelor of CommerceGraduate Certificate of Applied Finance and InvestmentGraduate Diploma of Applied FinanceForeign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Andrew Charles Thompson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001277023

Postcode

3000

PS146Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsTASA and the TPB Code of Professional Conduct

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charles Azzopardi

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

000278446

Postcode

3000

Bachelor of business (FInancial Planning)Certified Financial Planner (CFP)Ethics and Professionalism in financial adviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christian James Jarrad

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000318173

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Maceachern

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

000416709

Postcode

3004

Bachelor of FinanceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Christopher Paul O'Brien

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001003385

Postcode

3000

Master of Applied Finance (Financial Markets)Graduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Christopher Taylor

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001000431

Postcode

3000

Bachelor of CommerceSDIA Accreditation ProgramGraduate Diploma of Applied FinanceProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

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Damon Green

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001004135

Postcode

3000

Bachelor of BusinessBachelor of Health SciencesSecurities & Derivatives CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Andrew De Kretser

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000319194

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningFinance Brokers of AustraliaInstitute of Chartered Accountants

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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David Barlow

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001272582

Postcode

3000

Bachelor of CommercePS146RG146Margin Lending and Geared Investments

SecuritiesGovernment Debentures

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David Graham Johansen

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000370465

Postcode

3000

Advanced Diploma of Banking & FinanceBachelor of Business Major in Financial Management & Financial PlanningMargin Lending AccreditationRG146

SuperannuationSecuritiesDerivativesGovernment Debentures

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Gabriel David Sanders

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000268157

Postcode

3000

ASIC PS146 Compliance (Securities and Managed Investments)ADA1RMIT/SDIA Superannuation ModuleADA2

SuperannuationSecuritiesDerivativesGovernment Debentures

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James David Williams

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001254191

Postcode

3000

Bachelor of EconomicsPost Graduate Diploma Business (Economics and Finance)Graduate Diploma of Financial PlanningGraduate Diploma of Financial Planning (Historical SIA/FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Lefebvre

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005477

Postcode

3000

Bachelor DegreeForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Jason Hugo

BR ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005416

Postcode

3000

Master of Business AdminstrationDiploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Anton Joglou

DOLPHIN PARTNERS PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000298527

Postcode

3000

Bachelor of BusinessSDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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Jonathan Andrews

ORD MINNETT LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001006206

Postcode

3000

Bachelor of Arts/Bachelor of CommerceSecurities and Managed investment AccreditationAccredited Derivatives Adviser LEVEL 2Graduate Diploma of Applied Finance

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

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Kellie Margaret Davies

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001001151

Postcode

3000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SecuritiesGovernment Debentures

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Kiran Kiran Goyal Bhullar

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

001004712

Postcode

3000

Certified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kristin Georgina Bishop

UNITED SUPER PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000321689

Postcode

3000

Bachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)

SuperannuationLife InsuranceLife Investment

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Lindsay James Felsenthal

ANNEX WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001002821

Postcode

3000

Bachelor of CommerceCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lorenz Alphonso

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001002025

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Finacial Services (Financial Planning)TFAv1 Tax for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lukasz Morawski

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001263347

Postcode

3000

Bachelor of Commerce (Finance and Commercial Law)Diploma of Financial Services

Foreign Exchange

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Marcus John Ainger

PRIMESTOCK SECURITIES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000327234

Postcode

3006

Bachelor of Business B&FGraduate Diploma in Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Mathew Tischler

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000401995

Postcode

3004

Bachelor of Business and Commerce (Management and Public Relations)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Michael Pappas

YX BALL FINANCIAL PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000324780

Postcode

3004

Bachelor of Business (Management)Diploma of Financial Services (Financial Planning)Margin Lending and Gearing CertificateFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Peter Boulton

TEAM SUPER SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001006378

Postcode

3000

Victorian Certificate of EducationBachelor of Commerce (Honours)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife Investment

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Phillip Lawford

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001002880

Postcode

3000

Bachelor DegreeDiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Rashesh Gopaldas Bhavsar

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000410155

Postcode

3000

Bachelor of Business AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Reymon Makkar

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001008466

Postcode

3000

Diploma of Financial ServicesAdvanced Diploma of Financial ServicesGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Richard James Crosara

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000431998

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Robert Sarafov

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

001001362

Postcode

3000

Grad. Dip Financial PlanningGrad. Dip Applied Finance and InvestmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ronny Lucia Salomon

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

000324095

Postcode

3000

Bachelor of Economics and ManagementMaster of LawsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceSecuritiesGovernment Debentures

Is this you? Claim this listing →

Saurabh Shah

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

001002066

Postcode

3000

Bachelor of CommerceMaster of Business AdministrationCommercial LawTaxation Law

Superannuation

Is this you? Claim this listing →

Steven Kostovski

KP WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000330938

Postcode

3004

Bachelor of BusinessDiploma of Financial Services (Financial Planning) (FNS50804)Super Concepts Specialist SMSF Online CourseFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stuart Anthony Dalton

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001002886

Postcode

3000

Bachelor of Business (Banking and Finance)Master of Applied FinanceGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

Is this you? Claim this listing →

Suzy Nguyen

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001245518

Postcode

3000

Bachelor of Business (Banking and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Goode

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005527

Postcode

3000

Bachelor DegreeMaster of Applied Finance and InvestmentProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Vanessa Margaret Smith

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000322198

Postcode

3004

Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance & Mortgage BrokingCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Warren Stuart James Williams

ORD MINNETT LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001002139

Postcode

3000

Bachelor of EconomicsMaster of Applied FinanceAccredited Derivatives Adviser Level 1Margin Lending Accreditation Program

SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange

Is this you? Claim this listing →

Zebulon Luke Ashton

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000339310

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCTA2A AdvancedCTA2B Advanced

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alan Te

MACQUARIE BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001008102

Postcode

3000

Bachelor of Commerce (Hons)Chartered AccountantDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Anne-Marie Tassoni

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000334996

Postcode

3000

Bachelor of CommerceMargin Lending and Geared InvestmentsMaster of Applied FinanceCFP Certification Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Anthony Dhillon

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000452748

Postcode

3000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bahar Mcleod

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001006355

Postcode

3000

Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice bridging subjectFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Jeffs

JBWERE LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001005334

Postcode

3000

Bachelor of BusinessGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Graduate Diploma of Financial PlanningProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Benjamin John Taylor

ORD MINNETT LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001005633

Postcode

3000

MARGIN LENDING ACCREDITATION PROGRAMAdvanced Diploma of Financial PlanningFinancial Advisers ExamAustralian Institute of Company Directors

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Brett Raymond Rowe

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001006270

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningCFP Certification ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chris David Puddy

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000340192

Postcode

3004

Bachelor of BusinessDiploma of Financial AdvisingEthics and Professonalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Barkla

JBWERE LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001005348

Postcode

3000

Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial AdviceEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Christopher Robert Haggart

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000343176

Postcode

3000

Bachelor of Biotechnology and Cell BiologyDiploma of Financial PlanningMasters of Applied FinanceSMSF Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Edward Mcfarlane

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001001579

Postcode

3000

SuperannuationThe Securities & Derivatives Industry Association (SDIA) Accreditation ProgromMargin Lending & Geared InvestmentsForeign Exchange

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Daniel Marc Parasol

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

001004396

Postcode

3000

AAF2110AAF3150Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)CFP Certification 1-4 Program

SecuritiesDerivativesGovernment Debentures

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Daniel Matthew Salerno

COBALT ADVISERS PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000342177

Postcode

3004

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Edward Balderstone Ryan

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000334157

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningCertified Financial PlannerBachelor of Laws

SecuritiesGovernment Debentures

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Gabriel Orzoi

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001002320

Postcode

3000

Bachelor of Business and CommerceAdvanced Diploma of Financial ServicesCertified Financial PlannerAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jackie Anne Cook

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001001199

Postcode

3000

Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Accounting)Bachelor of Management (Human Resource Management)Margin Lending and Geared Investments

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Jan Molnar

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000333739

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningMaster of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jan Molnar

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000333739

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningMaster of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeremy Richard White

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003391

Postcode

3000

Bachelor of BusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

Is this you? Claim this listing →

Jodi Renae Mcpherson

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000293652

Postcode

3004

Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentRSA Products

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John James Anthony Dodd

LEGAL SUPER PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001236724

Postcode

3000

CFPDFPGraduate Diploma of Financial Planning

Superannuation

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John Mathiopoulos

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001240376

Postcode

3000

Certificate IV in Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)ASIC RG146 Tier 1 Compliance PrgoramCertificate IV in Financial Services (Finance/Broking)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Maria Louise Doyle

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001005038

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Martin James Sherwood

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001254108

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Hale

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000327844

Postcode

3004

Bachelor of Commerce (Finance and Financial Planning)Advanced Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Matthew James Donat

KODA CAPITAL PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001237830

Postcode

3000

Bachelor of CommerceChartered AccountantGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecurities

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Nathan Lear

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

001001113

Postcode

3004

Bachelor of Commerce (Finance)Graduate Diploma in Financial PlanningCertfied Financial Planner (CFP)SMSF Specialist Advisor (SSA) Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Neal Patrick Dunne

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000334156

Postcode

3004

Diploma of Financial PlanningBachelor Of BusinessCFPSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Ries

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

000338420

Postcode

3000

BTF1010Bachelor of Business ManagementGraduate Diploma of Financial PlanningTax for Financial Advising

SecuritiesGovernment Debentures

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Owen Griffiths

AHR PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000337006

Postcode

3000

Advanced Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Albert

JBWERE LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001247660

Postcode

3000

Professional Diploma in StockbrokingSDIA Derivatives Accreditation ProgramMargin Lending Accreditation ProgramForeign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Peter Meakin

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000338251

Postcode

3004

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ricky Francis Caldow

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000342633

Postcode

3004

Bachelor of Commerce (Accounting)Bachelor of Commerce major in Financial Planning (v1)Certificate IV in Finance & Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Roger Shepherd

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000413964

Postcode

3000

Bachelor of Business (Business Administration)Diploma of Financial Services Financial PlanningAdvanced Diploma of Financial Services FPEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ross Edward James Williams

ORD MINNETT LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001007858

Postcode

3000

DIPLOMA FINANCIAL SERVICESMARGIN LENDING ACCREDITATION PROGRAMDIPLOMA OF BUSINESS

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Ryan O'Dwyer

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

001008583

Postcode

3000

Bachelor of Business (major Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sean Cummins

CLIME ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000341711

Postcode

3000

Bachelor of Business (Accounting)Certified Financial PlannerCavendish & ICFS Specialist SMSF CourseTASA and the TPB Code of Professional Conduct

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Curtain

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2009 (17 years)

Registration #

001001112

Postcode

3004

Graduate Diploma in Financial PlanningCertfied Financial Planner (CFP)Master of Applied FinanceSMSF Specialist Advisor (SSA) Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Simon James Mcguirk

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000346151

Postcode

3000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Bradley Richards

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003922

Postcode

3000

Bachelor of BusinessBachelor of BusinessDiploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Theo Makris

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000334393

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Wendy Joy Barton

THE HERON PARTNERSHIP PTY LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000270402

Postcode

3004

Diploma of Financial ServicesFASEA Exam

SuperannuationLife InsuranceLife InvestmentRSA Products

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William Vuong

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000342768

Postcode

3000

Bachelor of Commerce (Honours)Graduate Diploma in Financial PlanningCFPEthics + Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adrian Phelan

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001270759

Postcode

3000

Course in Property (Agents Representative)Bachelor of FinanceBachelor of FinanceEthics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Aivy Ngo

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000357978

Postcode

3000

SDIA Accreditation Program AssessmentBachelor of Business (Economics & Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Allan Wise

CYGNET FINANCIAL PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000360038

Postcode

3000

Diploma of Financial AdvisingGraduate Diploma of Financial PlanningMasters of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Arjang Taylor

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001005778

Postcode

3000

Bachelor of Accounting & FinanceSDIA Accreditation Program AssessmentMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level 2 Exam

SecuritiesDerivativesGovernment Debentures

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Ashley Brent Woodhead

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2010 (16 years)

Registration #

000366796

Postcode

3000

BLO1105 Business lawBP 135 Bachelor of Business (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice.

SuperannuationSecuritiesGovernment Debentures

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Ben Savige

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000392526

Postcode

3004

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial LawTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Beni Pietropiccolo

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001281672

Postcode

3000

Bachelor of CommerceChartered Financial AnalystEthics and Professionalism in Financial PlanningClient Engagement Skills

SecuritiesDerivatives

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Benjamin David Payne

HEALTH PROFESSIONALS PLUS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000410249

Postcode

3000

Bachelor of Business (Financial Planning)Graduate Diploma of Applied Finance and InvestmentCertified Financial PlannerRG146 Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bertrand Henri Bouchez

LIFEWEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001002413

Postcode

3000

Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlannningMasters of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Blyth Paul Staley

NATIONAL PLANNING PARTNERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001270402

Postcode

3004

Bachelor of Commerce/Bachelor of EngineeringRisk ManagementSelf Managed Super FundSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Borislav Barna

AVANA FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001262971

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Degree of Master of Business AdministrationDFP5v2 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brennan Mitchell

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001008842

Postcode

3000

Bachelor of Business (Economics and Finance)Diploma of Financial PlanningMargin LendingAdvanced Diploma of Financial Planning

SuperannuationLife Insurance

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Brett Sydney-Smith

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2010 (16 years)

Registration #

000462636

Postcode

3004

Bachelor of Business (Management and Sport Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Callan Trew

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004605

Postcode

3000

Bachelor Of Management (Finance & Financial Planning)Margin Lending AccreditationADA Level 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Cheyne Gates

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001233891

Postcode

3000

Bachelor of EconomicsBachelor of FinanceThe Diploma of Financial Services (Financial Markets)Graduate Diploma of Financial Planning

Foreign Exchange

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Courtenay James Moxon

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000343771

Postcode

3000

Advanced Diploma of Business (Accountancy)Bachelor of Business (Financial Planning)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Courtenay James Moxon

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000343771

Postcode

3000

Advanced Diploma of Business (Accountancy)Bachelor of Business (Financial Planning)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David James Pope

MACQUARIE BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001245136

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied FinanceSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Romanovski

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000379994

Postcode

3000

Bachelor of Business (Applied Economics)Graduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Scott Bales

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000389485

Postcode

3000

Bachelor of CommerceGraduate Diploma in Financial ManagementDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dimce Trajcevski

INVESTOR WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003336

Postcode

3000

Bachelor of Commerce (Honours)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Eric John Fletcher Miles

PHILLIP CAPITAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001001616

Postcode

3000

Accredited Derivatives Adviser Level 2Margin Lending & Geared InvestmentsASX CFD AccreditiationExam Standard Certification

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Eric John Fletcher Miles

PHILLIP SECURITIES (AUS) LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001001616

Postcode

3000

Accredited Derivatives Adviser Level 2Margin Lending & Geared InvestmentsASX CFD AccreditiationExam Standard Certification

SecuritiesGovernment Debentures

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Gemma Kate Mitchell

RASK LICENSING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001000671

Postcode

3000

Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Chepurov

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001270758

Postcode

3000

Bachelor of MarketingGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Hei Man Ngai

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000389342

Postcode

3000

Bachelor of Communications (Media)Master of Business (Banking & Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Henry Vo

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004608

Postcode

3000

Bachelor of Economics & FinanceSecurities and Managed InvestmentsMargin Lending AccreditationProfessional Diploma of Stockbroking

SuperannuationLife InsuranceSecuritiesDerivativesRSA Products

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Jill Gordon

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000388828

Postcode

3000

Bachelor of Business (Accountancy)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife Insurance

Is this you? Claim this listing →

Joel Siegersma

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001237878

Postcode

3000

Bachelor of Business (Banking and Finance)SIDA Accreditation ProgramMargin Lending Accreditation ProgramDiploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

John Buchan Cleary

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000385799

Postcode

3000

Bachelor of Commerce (Marketing & Financial Planning)Graduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Julian Anthony Farley

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001001477

Postcode

3000

Entry Level CompetenciesSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Andrews

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000386589

Postcode

3004

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Laretive

SENECA FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000345726

Postcode

3000

Bachelor of CommerceAccredited Derivatives Adviser Level 2 ADA 2Margin Lending Accreditation ProgramMasters in Applied Finance

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Luke Pavone

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000450932

Postcode

3000

Bachelor of BusinessSecurities & Managed InvestmentsTier One SuperannuationAccredited Derivatives Adviser Level 1

SuperannuationSecuritiesDerivativesGovernment Debentures

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Mark Heffernan

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005414

Postcode

3000

Bachelor of CommerceManaged InvestmentsMargin Lending and Geared InvestmentsMaster of Applied Finance

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Mark Jeffrey Rowell

ANNEX WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001003934

Postcode

3000

Bachelor of Commerce (Economics and Finance)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mathew Will Schurmann

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005765

Postcode

3000

Bachelor of Science (majors Maths and Oceanography)Professional Diploma in StockbrokingAccredited Derivatives Adviser Level 1 ExamEthics Course

Life InsuranceLife InvestmentSecuritiesDerivativesGovernment Debentures

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Matthew James Knott

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001239367

Postcode

3004

Bachelor of Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Keith Wilson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001246331

Postcode

3000

Bachelor of Business (Law)Bachelor of Business (Law)Diploma of Financial Services (Financial Planning)Graduate Certificate of Wealth Management

SuperannuationSecuritiesDerivativesRSA Products

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Matthew Tadros

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000345970

Postcode

3004

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinance Brokers Association of Australia (FBAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michelle Heffernan

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001000810

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nigel Ruge

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001006635

Postcode

3000

FIN1010 Commercial LawBachelor of Business (Marketing)E151 Taxation and Strategies for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Oscar John Lloyd Howard

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001003469

Postcode

3000

Bachelor of CommerceGraduate Certificate in Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Patrick Dominic Trindade

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000462981

Postcode

3000

Bachelor of CommerceSuperannuationMargin Lending & Geared InvestmentsForeign Exchange

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Paul Bourke

INVESTOR WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001004674

Postcode

3000

Bachelor of Business (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Iwaniw

JBWERE LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001005496

Postcode

3000

Bachelor of Commerce (Corporate Finance)Accredited Derivatives Adviser Level 1 & 2Professional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Peter John Ian Mitchell

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005851

Postcode

3000

Margin Lending Accreditation ProgramSecurities & Managed Investments AccreditationAccredited Derivatives Adviser (level one)Bachelor of Business (Banking and Finance)

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Philip Kenneth Elmslie

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001001808

Postcode

3000

FNS50804 Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning) FNS60404Graduate Diploma in Financial ServicesMaster of Financial Services (v1)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Sandy Mei-Ching Wong

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001259446

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramSMSF Specialist AdvisorAccredited Listed Product Adviser Program

SuperannuationLife InsuranceSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shiva Vemula

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001004847

Postcode

3000

Bachelor of Commerce (Accounting and Finance)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Stephanie Yeung

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001001286

Postcode

3000

Bachelor of CommerceFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Bellomo

JBWERE LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001005526

Postcode

3000

Bachelor DegreeForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Vishal Gupta

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000334363

Postcode

3000

Bachelor of CommerceFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexander Edward Hayward

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000406414

Postcode

3000

Bachelor of FinanceCore 1 Securities & Managed Investments Accreditation ProgramMaster of Applied Finance (Financial Planning Major)FPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Alexander Garuccio

MACQUARIE BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000413957

Postcode

3000

FPC002B Ethics and Professionalism in Financial AdviceASX Accredited Listed Products Adviser (ALPA) ProgramBachelor of CommerceGraduate Diploma of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Alexander Garuccio

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000413957

Postcode

3000

FPC002B Ethics and Professionalism in Financial AdviceASX Accredited Listed Products Adviser (ALPA) ProgramBachelor of CommerceGraduate Diploma of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Alexander Gunning

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000411525

Postcode

3000

Bachelor of CommerceAdvanced Diploma Financial Services (Financial Planning)Chartered Financial PractitionerEthics and Professionalism in Financial Advice

Superannuation

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Amity Mellers

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005321

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Accredited Derivatives Adviser Level 1 & 2Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Andrew Cowen

MACQUARIE BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001008101

Postcode

3000

Bachelor of Business (Accounting)Professional Year CA ProgrammeGraduate Certificate in Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Cowen

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001008101

Postcode

3000

Bachelor of Business (Accounting)Professional Year CA ProgrammeGraduate Certificate in Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew James Oswald

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001001926

Postcode

3000

Bachelor of Commerce (Finance)/ Bachelor of ScienceSDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

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Andrew Mckendry

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

001002174

Postcode

3000

Bachelor of BusinessGraduate Certificate of Financial PlanningGraduate Diploma of Applied Finance (Financial Planning major)Ethics and Professionalism in Financial Advice

Superannuation

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Byron Bo Zhang

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001008833

Postcode

3000

Bachelor of CommerceDiploma of Financial Planning5 unit CFP Certification ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Cameron Alcock

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005342

Postcode

3000

Bachelor of Commerce (Business Law, Management)Certified Financial PlannerAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Casey Ratcliffe

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005346

Postcode

3000

Bachelor of ArtsBachelor of CommerceDiploma of Financial Services (Financial Planning)Foreign Exchange Accreditation

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Catherine Corr

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000329890

Postcode

3004

Diploma Financial Services (Financial Planning)RG146 Margin LendingAdvanced DiplomaFChfp

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charles Edward Bell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001000748

Postcode

3000

SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SecuritiesGovernment Debentures

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Chris Youssef

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001003086

Postcode

3000

Bachelor of CommerceMaster of CommeceCertified Financial Planner (CFP)Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher James Girgis

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001006338

Postcode

3000

BACHELOR OF ARTS/COMMERCESDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146SUPERANNUATION ACCREDITATION PROGRAM

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Constantine Michael Maglis

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003819

Postcode

3000

Bachelor of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesRSA Products

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Danh Ngoc Vang Nguyen

UNITED SUPER PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001007049

Postcode

3000

Diploma of Financial PlanningDiploma of SuperannuationGraduate Certifcate in Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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David Evans-Marcius

CONVERA AUSTRALIA PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004695

Postcode

3000

Bachelor of Business and CommerceDiploma of Financial MarketsMasters of Finance

DerivativesForeign Exchange

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David Mclean

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000412959

Postcode

3000

Bachelor of CommerceAccredited Listed Product Adviser ProgramSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Derya Tillem

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000402799

Postcode

3000

Bachelor of business (business administration)Advanced diploma of financial services (financial planning)Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dinal Ravi Gunaratnam

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000403062

Postcode

3004

Bachelor of Arts (Psychology)Diploma of Financial PlanningEthics for Financial Services

SuperannuationLife InsuranceLife Investment

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Duncan Logie

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000393668

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elizabeth Jayne Walmsley

HERITAGE CAPITAL GROUP PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001008948

Postcode

3000

Bachelor of CommerceCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Evelyn Yong

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005486

Postcode

3000

Bachelor DegreeMasters DegreeCertificateForeign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Frank D'Alesio

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001250877

Postcode

3000

Certificate IV in Financial ServicesBachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice (FPC002B)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Garth John Mclardie

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000286275

Postcode

3000

Diploma in Financial Planning

SuperannuationLife Insurance

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Helen Harrison

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002567

Postcode

3000

Graduate DiplomaDiploma of Financial ServicesAdvanced DiplomaGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hugh Nowaki Mcqueen-Tokita

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000413828

Postcode

3000

Margin Lending and Geared InvestmentsSelf-Managed Superannuation FundsDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Alexander Middleditch

KODA CAPITAL PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001238455

Postcode

3000

Graduate Diploma of Financial PlanningMaster of Applied Finance (Financial Planning)Foreign Exchange AccreditationMargin Lending and Geared Investments Accreditation

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Jason Joseph Turner

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005030

Postcode

3000

Bachelor of FinanceDiploma of Financial ServicesAdvance Diploma of Financial Services (Financial Planning)DPML Margin Lending

SuperannuationLife InsuranceLife Investment

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Jason Valentine Davis

ADVOCATE ADVISORY PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

000403953

Postcode

3004

Diploma of Financial ServicesAdvanced Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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John Daniel Purl

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000473023

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning (Financial Planning)Margin Lending Accreditation Program

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Joshua Thomas Jones

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000345984

Postcode

3000

Bachelor of Business (Economics & Finance)Bachelor of CommerceCore 1 Securities and Managed Investments Accreditation ProgramEthics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Justin Allerton

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000407560

Postcode

3000

Finsia Certificate Stage 1 in Financial AdvisingFinsia Certificate Stage 2 in Financial AdvisingBP 135 Bachelor of Business (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kate Nicol

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005452

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Loren Renee Brandle

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001000869

Postcode

3000

Diploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lucas Vaughan

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003394

Postcode

3000

Bachelor of Business (Economics and Finance)Master of FinanceGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Mark Roberts

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004639

Postcode

3000

Bachelor of CommerceMargin Lending and Geared InvestmentsCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Wojtas

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

001002057

Postcode

3000

Bachelor of Business in Banking and FinanceGraduate Certificate in Finanical PlanningGraduate Diploma in Applied Finance (Financial Planning)Certified Financial Planner

Superannuation

Is this you? Claim this listing →

Mark Wyld

MW GROUPING PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000385196

Postcode

3000

Bachelor of Commerce (Majors in Finance & Financial Planning)Self-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Mathew Honey

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000407169

Postcode

3000

Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mathew Hosking

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003047

Postcode

3000

DiplomaAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Matthew Owen

MACQUARIE BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001008104

Postcode

3000

Master of Applied Finance (Financial Planning Major).928 Margin LendingSelf Managed Superannuation FundsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Owen

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001008104

Postcode

3000

Master of Applied Finance (Financial Planning Major).928 Margin LendingSelf Managed Superannuation FundsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Fingereth

LIFESTYLE INVESTMENT PLANNING PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000403564

Postcode

3004

Bachelor of Business (Management)Bachelor of CommerceCPA ProgramPublic Practice Certificate

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Brian Thomas

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000398397

Postcode

3000

Bachelor of Commerce (Financial Planning, Finance, Sport Management)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nirlep Kalra

TEMPLESTONE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000404456

Postcode

3004

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Hunt

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001009306

Postcode

3000

Bachelor of Commerce (Financial Planning)Master of Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Jacob

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000412462

Postcode

3002

Graduate Diploma of Applied Finance and InvestmentProvide Advice in DerivativesSelf Managed Superannuation FundsDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Peter King

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001272533

Postcode

3000

Securities & Derivatives Industry Association Accreditation Program (SDIA)Accredited Derivatives Adviser 1Accredited Derivatives Adviser 2Relevant Provider Exam

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Renato Dicandido

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001006952

Postcode

3004

Advanced Diploma of Business (Marketing)Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rohan Talwar

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004592

Postcode

3000

Bachelor of Business (Accounting)Bachelor of Computing (Information Systems)Certified Practicing AccountantStockbrokers Association of Australia Professional Diploma in Stockbroking

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Scott Sanders

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003504

Postcode

3000

Bachelor of BusinessGraduate Certificate of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Gearing Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sheryl Paras Agustin

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001004874

Postcode

3000

Bachelor of Arts (Economics)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simone Murray

FYG PLANNERS PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000267394

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation CourseAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stephanie Patrick

KODA CAPITAL PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000414199

Postcode

3000

Bachelor of Arts (Journalism) / Bachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)CFPCertification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Stephen Alexander Godfrey

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000407622

Postcode

3000

Bachelor of Business ManagementBachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMasters of Applied Finance

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Tania Ziogas

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

001000825

Postcode

3008

Bachelor of Business (Accounting)Diploma of Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Tanya Vanderpoel

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004214

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial PlanningProfessionalism & Ethics in Financial Advice

SuperannuationLife InsuranceSecurities

Is this you? Claim this listing →

Timothy Dawe

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000410551

Postcode

3000

Bachelor of CommerceCertified Financial Planner CertificationEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Rennie

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001008483

Postcode

3000

Bachelor of FinanceSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yanish Geerdharry

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001002360

Postcode

3004

Bachelor of Commerce (Accounting and Finance)Postgraduate Diploma in Commerce (Taxation)Advanced Diploma of Financial PlanningCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Adam Ezerins

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000452746

Postcode

3000

Bachelor of Science (Biotechnology) / Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Ronald Hector Perini

SUMMERHILL FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000418763

Postcode

3000

Bachelor of BusinessAdvanced Diploma of Financial ServicesMaster of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alistair Mcdill

JBWERE LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001005318

Postcode

3000

Bachelor of Commerce (Finance)Chartered Financial Analyst (CFA)Ethics and Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Andrew Goh

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000423603

Postcode

3000

Bachelor of CommerceEthics and Professional Standards for Financial AdvisersGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Streader

D F S ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

001002112

Postcode

3000

Bachelor of Business (Accounting)GraduateDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brendan William John Smith

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000452759

Postcode

3000

Bachelor of Business (Financial Management)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charles Craven

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001001146

Postcode

3000

Bachelor of Commerce (Corp. Fin)Accredited Derivatives Adviser Level 1 & 2SAA Professional Diploma in StockbrokingMargin Lending / Superannuation Accreditation Programs

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Charles Holst

ORD MINNETT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001006296

Postcode

3000

SECURITIES DERIVATIVES INDUSTRY ASSOCIATION (SDIA) ACCREDITATION PROGRAMMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKINGGRADUATE DIPLOMA OF APPLIED FINANCE

SecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Christian John Seeley

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001235932

Postcode

3004

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Giaouris

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001003059

Postcode

3000

Bachelor of Commerce (Major in Finance, Financial Planning and Marketing)Certified Financial PlannerSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher James Brisbane

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001004064

Postcode

3004

Bachelor of BusinessDiploma of Financial ServicesClient Engagement SkillsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

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Christopher Robert Rancie

WPP LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000429157

Postcode

3000

Bachelor of Business (Financial Planning)Tax for Financial AdvisingEthics & Professionalism in Financial AdviceInsurance Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Wollermann

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001301224

Postcode

3000

Bachelor of Commerce (Management)Chartered Financial Analyst (CFA)

SuperannuationSecuritiesDerivatives

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Daniel Rosenthal

ORD MINNETT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001004577

Postcode

3000

Bachelor of Commerce (Finance, Financial Planning & Economics)ADA Level 1RG 146 Margin Lending AccreditationRG 146 Superannuation Accreditation

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Daniel William Callaghan

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

000442741

Postcode

3000

Bachelor of Business (Finance & Economics)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics & Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

David Keith Smith

WEALTH TODAY PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000426313

Postcode

3008

Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Edward Wilmoth

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001001683

Postcode

3000

Bachelor of CommerceCertified Financial PlannerGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ellie Marie Fordham

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001001429

Postcode

3000

Bachelor of Business (Financial Planning)SMSF Specialist Advisor (SSA) AccreditationCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gavin Colosimo

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000452753

Postcode

3000

Bachelor of Commerce (Finance)Bachelor of Commerce (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Giuseppe Scarmozzino

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001007632

Postcode

3000

Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James De Petra

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004912

Postcode

3000

Diploma of Financial Services (Financial Planning)Bachelor of Commerce major in Financial Planning (v1) (and major in Finance)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InvestmentGovernment DebenturesRSA Products

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James Elliot Grindrod

MCALLISTER WEALTH GROUP PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000427928

Postcode

3004

Bachelor of Commerce (Finance and Economics)Graduate Diploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Wrigley

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000297183

Postcode

3000

Bachelor of CommerceCertificate IV in SuperannuationGraduate Diploma of Applied Finance (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Andrew Reynolds

ASSETPLAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000422924

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jaya Hingorani

TEAM SUPER SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001006501

Postcode

3000

Master of Business (Professional Accounting)Master of Business (Finance)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife Investment

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Jeffrey Ross Harris

PERTINAX LRC PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000416105

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Buckle

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003392

Postcode

3000

Bachelor Degree (Hons)AFMAGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Joseph Mark Lanteri

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

001001289

Postcode

3000

Bachelor of Commerce FinanceMaster of Professional AccountingRG146 CompliantCertified Practising Accountant

SuperannuationGovernment Debentures

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Joshua Samuel Davis

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002814

Postcode

3000

Diploma of Business (Banking and Finance)Bachelor of Business (Economics and Finance)Graduate Diploma of Applied FinanceCFP

SuperannuationSecuritiesRSA Products

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Justin Lucas

KODA CAPITAL PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004850

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial ServicesDiploma of Financial PlanningAccredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Kelly Mayberry

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000423680

Postcode

3000

Certificate III in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPETH501A

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lauren Isles

WATTLE PARTNERS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000461247

Postcode

3000

7159AFE/7823GBS/7823AFE Principles of Business & Corp LawGraduate Certificate in Financial Planning7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt7269AFE/7815AFE Ethics and Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Liang Wei Wong

PARAGEM PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003096

Postcode

3004

Bachelor of CommerceCertified Practicing Accountant (CPA)Diploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lisa-Anne Han

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000423160

Postcode

3000

Associate Diploma of Business (Acct)Bachelor of Business (Banking and Finance)Master of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Phillip George Price

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

001257174

Postcode

3000

Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Maddison Hyde Price

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001003483

Postcode

3004

Bachelor of Commerce (Finance)Bachelor of Commerce (major in financial planning)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Manoj Prasad Sharma

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000329441

Postcode

3000

Master of Financial ManagementMaster of AccountingGraduate Diploma of Financial PlanningCFP Certification Program

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Marc Raymond Whitworth

MACQUARIE BANK LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000433748

Postcode

3000

Bachelor of Commerce (Finance and Financial Planning)DFP5v3 Tax for Financial AdvisingFellow Chartered Financial PractitionerTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marc Raymond Whitworth

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000433748

Postcode

3000

Bachelor of Commerce (Finance and Financial Planning)DFP5v3 Tax for Financial AdvisingFellow Chartered Financial PractitionerTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Alexander Pearson

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000427611

Postcode

3000

Diploma of Financial PlanningSMSFFPC008Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Anthony Firman

MACQUARIE BANK LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001236022

Postcode

3000

Bachelor of Commerce (Accounting, Finance, and Financial Planning majors)FPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor ProgramCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Kitchen

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000422098

Postcode

3000

Bachelor of Commerce (major in financial planning) (and major in Finance)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew O'Halloran

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003073

Postcode

3000

Bachelor of Business (Accounting)FNS50804 Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramFNSASICR503A Provide Advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Parrella

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002226

Postcode

3000

Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning)CFPSMSF Core Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Parrella

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001002226

Postcode

3000

Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning)CFPSMSF Core Course

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Matthew Robert Mutter

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003871

Postcode

3000

Bachelor of Commerce (Economics and Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Oren

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

001001782

Postcode

3004

Bachelor of Commerce (Finance)Diploma of Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nash David Catchlove

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003412

Postcode

3000

Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nash David Catchlove

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003412

Postcode

3000

Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Noelia Custodio Pinto

WALKER LANE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000418519

Postcode

3000

Bachelor of CommerceCAGraduate Diploma in Company Secretarial PracticeSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Michael Owen Rogers

BERYLLIUM ADVISERS PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000431109

Postcode

3000

Diploma of Financial Services (Financial Planning)Self-Mananged Super FundsAdvanced Diploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Mctiernan

JBWERE LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001005498

Postcode

3000

Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Robert Hand

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000392545

Postcode

3004

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rohan Benstead

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001001580

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Applied FinanceMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Scott James Fleming

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000430900

Postcode

3000

Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Sean Lyons

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001005732

Postcode

3000

SDIA Accreditation Program AssessmentMargin Lending & Geared InvestmentsAccredited Derivatives Adviser Level 1 ExamBachelor of Business & Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simone Toto

UNITED SUPER PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001004704

Postcode

3000

Bachelor of EconomicsDiploma of Financial Planning FNS50804RG146 Margin LendingTax for Financial Advising (Short Answer Exam) TASATFA SAE

SuperannuationLife Insurance

Is this you? Claim this listing →

Stephen James Fulton

ORD MINNETT LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001006342

Postcode

3000

SUPERANNUATION ACCREDITATION PROGRAMMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKINGGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

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Steven Craigie

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

001002068

Postcode

3000

Bachelor of business (banking and finance)Diploma of Financial PlanningCertified Financial PlannerEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Vince Panagiotidis

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000420434

Postcode

3000

Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementEthics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William James Ezzy

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000450458

Postcode

3004

Bachelor of CommerceGraduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)Master of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Wilson

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000440593

Postcode

3000

Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMargin Lending

SuperannuationLife Insurance

Is this you? Claim this listing →

Adam Spicer

ORD MINNETT LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000468650

Postcode

3000

Bachelor of Business (Accounting)Bachelor of Business (Banking and Finance)Margin Lending -Knowledge OnlyGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Adrian Pelligra

AKAMBO PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000447866

Postcode

3000

Bachelor of Finance (Major in Financial Planning)LST1BSL Business LawLST1BSL Business LawAccredited Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Adrian Pelligra

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000447866

Postcode

3000

Bachelor of Finance (Major in Financial Planning)LST1BSL Business LawLST1BSL Business LawAccredited Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alan Myatt

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003649

Postcode

3000

Bachelor of Information TechnologyGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Foreign ExchangeMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Alana Kate Pincombe

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000454052

Postcode

3000

Bachelor of Commerce (Accounting, Finance and Financial Planning)RG146 Tier 1 Specialist Margin Lending CourseSelf-Managed Super Funds (SMSF)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Ashley Paul Woods

WOODS & PARTNERS PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000442906

Postcode

3000

Bachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Casey Rock

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001003748

Postcode

3000

Bachelor of Arts, Political Science and International RelationsBachelor of Business, Banking and FinanceDiploma of Financial MarketsGraduate Diploma of Financial Planning

DerivativesForeign Exchange

Is this you? Claim this listing →

Christian Zimmer

GARNAUT PRIVATE CLIENTS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001771

Postcode

3004

Bachelor of Business (Financial Risk Management/International Trade)Graduate Diploma of Professional AccountingEthics and Professionalism in Financial AdviceSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Leslie Lawson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001006265

Postcode

3000

Bachelor of CommerceProfessional Diploma in StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Clifford Samson

WEALTH 23 DEALER GROUP SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000465553

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF CourseBachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cody Jack Harmon

CRUZ FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000448301

Postcode

3000

Bachelor of Business (Ecomomics and Finance)928 Margin LendingSelf-Managed Super Funds (SMSF)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Bontempelli

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000437213

Postcode

3004

Certificate IV in Financial ServicesDiploma of Financial servicesCase Studies in Financial Planning (Capstone Subject)Bachelor of Finance

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Daniel Rohan Gumley

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000447971

Postcode

3000

Bachelor of Commerce (Economics/Finance)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Deon Cavarra

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001260575

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Elizabeth Mary Watson

KODA CAPITAL PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003725

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerClient Engagement SkillsEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Eujoon Lim

WALKER LANE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000459634

Postcode

3000

Bachelor of Business (Financial Risk Management)Masters of Applied EconometricsDiploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Florin Clopovschi

ORD MINNETT LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000445832

Postcode

3000

Bachelor of Applied Finance and InvestmentMaster of Applied FinancePROFESSIONAL DIPLOMA IN STOCKBROKINGSECURITIES & MANAGED INVESTMENTS ACCREDITATION PROGRAM

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Francis Lee

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001881

Postcode

3000

Introductory Personal FinanceBachelor of CommerceMargin Lending and Geared InvestmentsSuperConcepts Specialist SMSF Online Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gajan Sundaram

BONGIORNO FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000439004

Postcode

3004

Bachelor of Commerce (Finance)Bachelor of EconomicsDiploma of Financial Services (Financial Planning)CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jack Ngo

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001377

Postcode

3004

Bachelor of CommerceBachelor of LawsMargin Lending and Geared InvestmentsMaster of Wealth Management

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Michael Stewart

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000442739

Postcode

3000

Bachelor of BusinessFNS60410 Advanced Diploma of Financial PlanningMasters of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jared Noel Hoddinott

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001005711

Postcode

3000

Bachelor of FinanceAccredited Derivatives Adviser Level 2 ExamMaster of Business AdministrationEthics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Jared Peter Painter

VIVID FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000439077

Postcode

3000

Bachelor of Business (B.Bus)Diploma Financial PlanningDiploma of Mortgage BrokingSelf- Managed Superfunds

SuperannuationLife InsuranceLife InvestmentRSA Products

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Jeremy Michael Tyzack

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001001953

Postcode

3000

Bachelor of Commerce (Finance / Financial Planning)Graduate Diploma of International FinanceMargin Lending Accreditation ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jonathan Kujawa

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000438042

Postcode

3000

Bachelor of businessDiploma of Financial PlanningAdvanced diploma of financial planningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lee Hutchison

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001004928

Postcode

3000

Bachelor of Business and CommerceAdvanced Diploma of Financial PlanningFPC007B Client Engagement SkillsFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Luke Alan Window

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000432316

Postcode

3004

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Manu Bhalla

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000342293

Postcode

3000

Bachelor of CommercePost Graduation in Applied Science (Web and Computing)Advanced Diploma in Financial planningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Marc Mario Siciliano

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001037

Postcode

3000

Bachelor of Business (Economics & Finance)Certified Financial Planner (CFP)FPC002BFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Michael David Young

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000438455

Postcode

3000

Bachelor of FinanceDiploma of Financial PlanningCertified Financial Planner (CFP)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Leslie Goss

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000441105

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)TFAv1 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Pablo Vilela

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001006454

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDiploma of Life InsurancePractice of Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pamela Margaret Anderson

AD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000441560

Postcode

3000

Diploma of Financial Services (Financial Planning)Self Management Superannuation FundsAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax Agents

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pamela Margaret Anderson

AD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000441560

Postcode

3000

Diploma of Financial Services (Financial Planning)Self Management Superannuation FundsAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax Agents

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Nigel Francis Tribolet

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000440850

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Certified Financial PlannerSMSF Specialist Advisor Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Philip Zhou

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003572

Postcode

3000

Accredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

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Rebecca Sze-Mun Tai

GPS WEALTH LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000435130

Postcode

3000

Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Thomas Gough

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000435801

Postcode

3000

Certificate IV in Financial Services (Accounting)ploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Miller

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001005512

Postcode

3000

Bachelor of Commerce (Finance, Marketing, Financial Planning & E-Business)Accredited Derivatives Adviser Level 1 & 2Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Shaun Oscar Heger

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002497

Postcode

3000

Bachelor of Business (Majors: Finance/Economics & Accounting, Minor: Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism

Superannuation

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Simon Matthew Schembri

LIFEWEALTH PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000438153

Postcode

3000

Advanced Diploma of Financial PlanningBachelor of BusinessBasic Income TaxCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stefan Marchesani

UNITED SUPER PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002532

Postcode

3000

Bachelor of Business (Banking & Finance)Advanced Diploma of Financial Planning FNS60410Ethics and Professionalism in Financial AdviceTax for Financial Advising

SuperannuationLife Insurance

Is this you? Claim this listing →

Steven Bird

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001004317

Postcode

3000

Finance and International Business MajorRisk ManagementSuperannuation Managed InvestmentsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Stevie-Jade Phillipa Turner

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000433749

Postcode

3000

Bachelor of Commerce (Accounting & Financial Planning)Certified Financial Planner (CFP)Derivatives & Margin LendingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy James Arbon

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000440273

Postcode

3000

Diploma of Financial ServicesBachelor of CommerceAdvanced Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Xiao Jie Wang

FIRST SAMUEL LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001004744

Postcode

3000

Advanced Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yan Sun

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001234896

Postcode

3000

Bachelor of Management and ArtsAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingTier 1 Margin Lending Personal Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Yingyi Chen

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000444767

Postcode

3000

Bachelor of CommerceBachelor of CommerceDiploma of Financial Services (Financial Planning)Master of Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zoe Ghribeh

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000441095

Postcode

3000

Diploma of Financial PlanningSelf Managed Super Fund CourseEthics and ProfessionalismGraduate Diploma of Financial Planning

SuperannuationLife Insurance

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Adrian Chan

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003414

Postcode

3000

Bachelor of CommerceGraduate Diploma in Professional AccountingDiploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife Insurance

Is this you? Claim this listing →

Alexander Baroukh

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000456163

Postcode

3000

Bachelor of CommerceBachelor of EconomicsGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Bullard

JBWERE LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005322

Postcode

3000

Bachelor DegreeDiplomaGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Anisha Natalie Urudra

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003539

Postcode

3000

732103 Principles of Business LawBLAW30002 Taxation LawBachelor of CommerceDiploma of Financial Planning

Superannuation

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Ann Le

UNITED SUPER PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003841

Postcode

3000

Bachelor of Arts and Commerce (Finance and Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma Financial Planning FNS60415Ethics and Professionalism in Financial Advice (FPC002B)

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Benjamin Dunlop

LEGAL SUPER PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001002007

Postcode

3000

Bachelor of Business (Applied Economics and Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningTFAv1 Tax for Financial Advising

Superannuation

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Caitlin Laffey

KODA CAPITAL PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005341

Postcode

3000

Bachelor of Commerce (Economics and Finance)Foreign Exchange AccreditationGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment Debentures

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Carl Alexander Steinfort

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000452539

Postcode

3004

Bachelor of Commerce (Accounting/Finance)Certified Tax AdviserAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Charles John Randles

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003749

Postcode

3000

Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Christoffel Van Den Berg

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001008835

Postcode

3000

Master of Applied FinanceClient Engagement SkillsEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cindi June Argent

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002381

Postcode

3000

LEGL101 Introduction to LawLEGL300 Taxation LawBachelor of Business (Accounting)Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Claudio Anthony Donato

JBWERE LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001241941

Postcode

3000

Bachelor of Business / Bachelor of ArtsDiploma of Financial Planning5 unit CFP Certification ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Daniel Francis Zaffino

BR ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000455635

Postcode

3000

Bachelor of Commerce (major in Finance and Financial Planning)Master of Financial Planning (Qualification)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Graham Jones

TOWNSEND COBAIN PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001004344

Postcode

3004

Bachelor of Commerce (Finance & Economics)Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Mcintosh

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001006514

Postcode

3004

Advanced Diploma of AccountingAdvanced Diploma of Financial PlanningAcreditated Listed Product Adviser programBachelor of Business Studies

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Daniel W Norman

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003386

Postcode

3000

DiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Danny John Bridgland

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003577

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Super FundsGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Bul Bior

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003387

Postcode

3000

Bachelor of CommerceDiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

Is this you? Claim this listing →

David Camilo Perez Estupinan

AHR PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001006271

Postcode

3000

Master of International FinanceMaster of Professional AccountingMaster of Professional AccountingMasters of International Finance (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Patterson

LIFEWEALTH PTY LTD

Not Registered

Experience

Since 2014 (12 years)

Registration #

001006181

Postcode

3000

Bachelor Commerce (Accounting, Banking and Finance)Graduate Diploma of Applied Finance: Major in Financial MarketsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Thang

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001001626

Postcode

3000

Bachelor of Business (Financial Planning)RG 146SAFAA Accredited Derivatives Adviser Level 1 (ADA1) AccreditationFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecurities

Is this you? Claim this listing →

Emily Chiara Lanciana

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000467972

Postcode

3000

Bachelor of CommerceCertificate IV in Finance & Mortgage BrokingAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ge Sang

APEX MACRO FINANCIAL GROUP PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001002717

Postcode

3004

Master of Professional Accounting/CommerceAdvanced Diploma of Financial PlanningMargin LendingCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Hakan Ozyon

HEJAZ FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000461990

Postcode

3000

Diploma of Financial Planning FNS40107Bachelor of Business (Economics and Finance)Self Managed Super FundsMaster of Professional Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Harriet Gibb

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003060

Postcode

3000

Bachelor of Commerce5 unit CFP Certification ProgramSelf Managed Superannuaion FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Alexander Kendall Fletcher

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001006336

Postcode

3000

AAF3150Bachelor of Commerce (Accounting and Finance)FPC007B Client Engagement SkillsGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

James Lindberg

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000454673

Postcode

3000

BLO1105Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jarryd Callen Freeman

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003390

Postcode

3000

Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

Is this you? Claim this listing →

Jason Michael Calleja

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000436848

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jeffrey Khoury

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003585

Postcode

3000

TaxationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Accounting

SuperannuationLife Insurance

Is this you? Claim this listing →

Jeremy Max Sojka

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001004400

Postcode

3000

BTF1010BTF3931Bachelor of Commerce (Accounting, Banking and Finance, Economics)Advanced Diploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Jing Xu

MACQUARIE BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002560

Postcode

3000

Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)Diploma of Financial PlanningCFP1 FPA Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Steven Versace

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000425361

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial Services (Insurance)Advanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joshua Anthony Scipione

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001004308

Postcode

3000

Bachelor of CommerceMLC101 Business LawDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Juliana Rajkovic

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000448401

Postcode

3000

Professional Diploma in StockbrokingAccredited Derivatives AdvisorDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Kristian Tribuiani

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003272

Postcode

3000

Advanced Diploma of Financial PlanningDiploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Laura Elizabeth Dix

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001004917

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Business Administration (Finance)Ethics & Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

Laura Jillian Baker

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002943

Postcode

3004

Bachelor of Commerce (Financial Planning, Accounting & Finance)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Leigh Fernando

BR ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000454076

Postcode

3000

Bachelor of BusinessGraduate Certificate in Applied FinanceGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mahmut Anil Resuloglu

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005868

Postcode

3000

Bachelor of FinanceMaster of International BusinessGraduate Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Marigold Juli Botton

AVANA FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000467016

Postcode

3004

Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Irvine

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002968

Postcode

3000

LST2BSL Business LawBachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Matthew Angelo Tsimos

MACQUARIE BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001257274

Postcode

3000

Bachelor of Business (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Angelo Tsimos

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001257274

Postcode

3000

Bachelor of Business (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Jacobson

NATIONAL PLANNING PARTNERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000455757

Postcode

3004

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew James Dunbar

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003424

Postcode

3000

Bachelor of Commerce (Financial Planning, Accounting and Finance)Margin LendingAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rebecca De Simoni

MCALLISTER WEALTH GROUP PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001002721

Postcode

3004

Diploma of Financial Services (Financial Planning)Diploma of ManagementAdvanced Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rut Jan Van Henten

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002882

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

Is this you? Claim this listing →

Samantha Durdin

BR ADVICE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000466447

Postcode

3000

Graduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shane David Fisher

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000457055

Postcode

3000

Diploma of Financial PlanningBachelor of BusinessDebt StrategiesGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simon James Lynch

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001233834

Postcode

3000

Bachelor of BusinessMaster of Applied FinanceMargin LendingSecurities and Managed Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Thomas Collinson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001277022

Postcode

3000

Bachelor of Commerce and Bachelor of ArtsAccredited Derivatives Adviser 1 and 2Ethics and Professionalism in Financial AdviceTier 1 Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Thomas Joseph

ADVOCATE ADVISORY PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001000912

Postcode

3000

Bachelor of Arts with Honours in Accountancy & FinanceDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Thomas Michael Preski

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002922

Postcode

3004

Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Thomas Rogers

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000469824

Postcode

3004

Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Tinashe Rusinga

WEALTH TODAY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001002358

Postcode

3000

Bachelor of Economics & FinanceDiploma of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Edward Richardson

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001004398

Postcode

3000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC007B Client Engagement Skills

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Yiren Fu

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002838

Postcode

3000

Bachelor of Economics and FinanceMaster Of AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Russell

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001238940

Postcode

3000

Bachelor of Commerce (Property and Finance)Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Accredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Alexander Lee

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000450456

Postcode

3000

Bachelor of Commerce (Financial Planning)Accredited Aged Care Professional ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Amanda Kitanovski

JBWERE LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233913

Postcode

3000

Bachelor Of EconomicsRG146 Accreditation (Securities & Managed Investments)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Antoni Josef Stolarek

UNITED SUPER PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001009405

Postcode

3000

Bachelor of BusinessDiploma Financial Planning FNS50611Advanced Diploma Financial Planning FNS60410Ethics & Professionalism in Financial Advice (FPC002B)

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Antony Santomartino

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001006939

Postcode

3000

Bachelor of Commerce and EconomicsDiploma of Financial PlanningMaster of Applied FinanceEthics and Profesional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Costigan

EIKON FINANCIAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008316

Postcode

3000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSMSF Specialist Advisor Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Ross

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237283

Postcode

3000

Bachelor of Commerce (Finance & Financial Planning)Self Managed superannuation FundsSelf Managed superannuation Funds5 unit CFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bianca Musico

WH CAPITAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000473671

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial PlanningCFP Certification ProgramCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Scott Rosenthal

ROYSTON CAPITAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007811

Postcode

3000

Bachelor of CommerceCertified Financial PlannerCommercial LawTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Caroline Ngoi

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000334708

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Nicholas Walker

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001008739

Postcode

3000

Bachelor of CommerceProfessional Diploma in StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Dale Stephen Cooper

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001007861

Postcode

3000

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dale Stephen Cooper

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001007861

Postcode

3000

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Achille Aiello

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008949

Postcode

3004

Bachelor Business (Financial Planning)RG146 928 Margin LendingFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Harrison Clark

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237445

Postcode

3000

Bachelor of Commerce/Bachelor of Engineering (Honours)Master of Business AdministrationSuperannuationEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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David King

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001007848

Postcode

3004

Bachelor of CommerceGraduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramFNS10 Financial Services Training Package (SMSF)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David William Lofthouse

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001237622

Postcode

3000

Bachelor of Science with Upper Second Class HonoursAdvanced Diploma of Financial PlanningCommercial LawCertified Financial Planner Certification

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dermot Edward Reiter

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001236120

Postcode

3000

Bachelor of CommerceGraduate Diploma of BusinessEthics and Professionalism in Financial Advice (FPC002B)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elizabeth Hatton

COBALT ADVISERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233060

Postcode

3000

Master of Practising AccountingDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTASA 2009 and the Code of Professional Conduct

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ellen Lynch

ACORN FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237757

Postcode

3000

Advanced Diploma in Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Endre Lloyd-Johnsen

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008073

Postcode

3000

Bachelor of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hisako Toguchi

WREN ADVISERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001001972

Postcode

3000

MADip FPFPC002B Ethics and Professionalism in Financial AdviceCFP Program

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Hoai Ninh

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001263022

Postcode

3000

Bachelor of FinanceMaster of Professional AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hock Jeen Liaw

CERTUS FSL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237656

Postcode

3000

Bachelor of CommerceBachelor of CommerceDiploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jackson Geoffrey Howe

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001268444

Postcode

3000

Bachelor of BusinessForeign Exchange RG146.149Relevant Provider ExamGraduate Diploma of Financial Planning

Securities

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Jayalatha Chidambara Bharathi

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237252

Postcode

3000

Degree of Bachelor of CommerceFNS50804 Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Joel Brennan

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001008857

Postcode

3000

Bachelor of Business (Financial Planning)Accredited Listed Product Adivser Program (ALPA)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

John Richard Shaw

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233398

Postcode

3000

Bachelor of BusinessRG146 Accreditation (Securities & Managed Investments)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Jonathon Hoang Nguyen

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001238277

Postcode

3000

Bachelor of Management (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice Course (FPC002B)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Katherine Alice Styles

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001235346

Postcode

3000

MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (majoring in Accounting, Finance & Financial Planning)Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kymberlee Louise Condron

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233004

Postcode

3000

Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAFMA

Foreign Exchange

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Linan Zhong

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001238293

Postcode

3000

Bachelor of Commerce (Accounting)Master of Financial AnalysisFNS50615 Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Mark Valentine Debeljak

AKAMBO PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237007

Postcode

3000

Bachelor of EconomicsChartered Accountant ProgramAccreditation in Margin Lending & SMSFAdvance Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Matthew Geoffrey King

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001235591

Postcode

3000

Diploma of Financial Planning & Certificate in Margin LendingCertified Financial PlannerCommercial law for tax agent skill set (Release 1)Tax Law for Tax Agents Skill Set (Tax Documentation) Release 1 & 2

SecuritiesGovernment Debentures

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Max Hogan

AAG FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007411

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending SpecialistFPC008

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mia Yan

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236158

Postcode

3000

Master of Commerce (Advanced)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

Foreign Exchange

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Michael Vincent Lirosi

LIFEWEALTH PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001236503

Postcode

3000

Bachelor of Commerce (Accounting & Management)Margin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Watt

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001238039

Postcode

3000

Bachelor of Commerce and Bachelor of EngineeringCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Mitchell Mark Mckeown

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000473270

Postcode

3004

Bachelor of Business (Accounting, Marketing)Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningMaster of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nadine Florenini

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001236200

Postcode

3000

DFP5v1 Tax for Financial AdvisingFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsMaster of Financial Planning

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Nicholas Johnston

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001001568

Postcode

3000

Bachelor of Business (Economics & Finance)Margin Lending Accreditation ProgramProfessional Diploma in StockbrokingGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Nick Katiforis

SEQUOIA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000270538

Postcode

3000

Graduate Diploma in Applied Finance and InvestmentRG146 Securities and MIDerivatives Accreditation ADA2

SecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Nicole Looi

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001235624

Postcode

3000

Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial Planning

Foreign Exchange

Is this you? Claim this listing →

Olivia Grant

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008036

Postcode

3004

Diploma of Financial Planning (FNS50610)Margin LendingBTF1010Bachelor of Business

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Pei Lin Amanda Lee

UNITED SUPER PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007012

Postcode

3000

Bachelor of Commerce (Accounting & Finance)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife Insurance

Is this you? Claim this listing →

Peter Campbell

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233303

Postcode

3000

Bachelor of Commerce (Sport Management major)Advanced Diploma of Financial PlanningDiploma of Financial PlanningMaster of International Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Pierston Hawkins

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001238065

Postcode

3000

Bachelor of BusinessGraduate Diploma (ICAA)Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesDerivativesRSA Products

Is this you? Claim this listing →

Rebecca Pritchard

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

000471843

Postcode

3004

Bachelor of Commerce (Finance)Diploma of Financial PlanningMargin LendingFellow Chartered Financial Practitioner (FChFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Rohan Mcclure

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001235713

Postcode

3000

Bachelor of Commerce majoring in Accounting, Finance and Financial PlanningCertified Financial PlannerDFP5v3 Tax for Financial AdvisingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ryan Wadsworth

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233468

Postcode

3004

Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Fund Adviser (Personal Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Saeed Shamaee

BONA FIDE ADVICE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007556

Postcode

3004

Bachelor of EconomicsMaster of EconomicsGraduate Diploma in Applied FinanceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sam Blake Jewell

AKUMIN FINANCIAL PLANNING PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001236582

Postcode

3004

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Shaun Ganguly

PRIME YEARS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001238238

Postcode

3000

Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simon Thwaites

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235943

Postcode

3004

Bachelor of ArtsGraduate Diploma of Banking and FinanceGraduate Diploma of Applied Finance and InvestmentCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stuart Francis Coulthard

AKAMBO PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237008

Postcode

3000

Bachelor of BusinessChartered Accountant ProgramAccreditation in Margin lending & SMSFDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Stuart Wilkinson

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001253008

Postcode

3000

Bachelor of Business (Financial Management & Financial Planning)Certified Financial Planner (CFP) Education ProgramEthics and Professionalism in Financial Advice Course (FPC002B)Accredited Aged Care Professional Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tao Qu

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001233678

Postcode

3000

Bachelor of Commerce and Bachelor of Information SystemsGraduate Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice: Ethics for Professional Advisers

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tarek Mazloum

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233565

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Theodoros Karoumbalis

IADVICE TECHNOLOGY PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237098

Postcode

3000

Bachelor of Laws & CommerceBachelor of LawsDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thilini Ishara Ratnayake

NEXIA MELBOURNE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000472305

Postcode

3000

Bachelor of Commerce (Accounting, Finance and Financial Planning)Graduate Certificate of Financial PlanningEthics and Professionalism in Financial AdviceSelf-Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Benjamin Daykin

NATIONAL PLANNING PARTNERS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001274809

Postcode

3004

DIPLOMA OF FINANCIAL PLANNINGADVANCED DIPLOMA FINANCIAL PLANNINGGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas John Napier

HARLEN FINANCIAL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235900

Postcode

3000

Graduate Diploma in Financial PlanningCFP Certification ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tristan William Bowman

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237446

Postcode

3000

Bachelor of Commerce/Bachelor of LawsRG146 Gap Training Program for CFA Charterholders and CandidatesSuperannuationChartered Financial Analyst (CFA)

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Victoria Schepisi

SENECA FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001007072

Postcode

3000

Bachelor of Arts (International Studies)Margin Lending Accreditation ProgramProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level 2 ADA 2

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Will Hauser

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001237570

Postcode

3000

Bachelor of CommerceProfessional Diploma in StockbrokingMargin Lending Accreditation ProgramDiploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Adrian Dalzotto

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240320

Postcode

3000

Bachelor of Financial AdvisingEthics & Professionalism in Financial AdviceCertified Financial Planner

SuperannuationLife InsuranceSecuritiesRSA Products

Is this you? Claim this listing →

Aidan Darmody

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001244944

Postcode

3008

Bachelor of Accounting/ Bachelor of FinanceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Alexander James Kelsey

THE ADVICE EXCHANGE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246543

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics & Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexandria Maria Foran

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249848

Postcode

3000

Bachelor of AgribusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association

Foreign Exchange

Is this you? Claim this listing →

Alison Christine O'Grady

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001242051

Postcode

3000

Bachelor of Business (marketing)Graduate diploma in Applied FinanceProfessional Diploma in StockbrokingFPC002B Ethics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Amela Halilovic

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249476

Postcode

3000

Bachelor of Commerce (Finance, Financial Planning)Client Engagement SkillsEthics and Professionalism in Financial Planning

Foreign Exchange

Is this you? Claim this listing →

Amelia Chiaw Hui Chia

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001240908

Postcode

3000

Bachelor of commerce (Accounting and finance)Diploma of Financial PlanningCertified Financial PlannerEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Amy Kathleen Gill

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240762

Postcode

3000

Diploma of Financial PlanningBachelor of CommerceFPC002BFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Andrew Scott Arnold

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

000462907

Postcode

3000

Bachelor of commerce (accounting)Advanced diploma of financial planningEthics and professionalism in financial adviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Angus Carson Dowling

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245665

Postcode

3000

Bachelor of Commerce (Finance)Diploma of Financial PlanningDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Annalise Curran

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001255380

Postcode

3000

Bachelor of CommerceCertified Practicing AccountantDiploma of Financial PlanningFPC001B

SuperannuationRSA Products

Is this you? Claim this listing →

Anthony Demetriou

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240654

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)SMSF Core CourseFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony Demetriou

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240654

Postcode

3000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)SMSF Core CourseFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Azim Pir

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241301

Postcode

3000

Diploma of Financial ServicesSelf Managed Superannuation FundsSuperannuation and Retirement PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Belinda Barr

MACQUARIE BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246998

Postcode

3000

Bachelor of Finance (Finance)Graduate Certificate in Applied Finance and InvestmentGraduate Diploma of Applied FinanceInvestments (General Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Belinda Barr

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246998

Postcode

3000

Bachelor of Finance (Finance)Graduate Certificate in Applied Finance and InvestmentGraduate Diploma of Applied FinanceInvestments (General Advice)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Scotta

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001248483

Postcode

3000

Bachelor of AccountingBachelor of FinanceDiploma of Financial Planning5 unit CFP Certification Program

Foreign Exchange

Is this you? Claim this listing →

Boris Rikalo

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249398

Postcode

3000

Bachelor of Business5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brendan Peacock

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001239207

Postcode

3008

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Broderick Foxwell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246577

Postcode

3000

Bachelor of Business (Banking and Finance/International Trade)Core 1 Securities & Managed Investments Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Cameron Clifford Purdy

STEWARD WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243659

Postcode

3000

Bachelor of Science/EducationAccredited Derivatives Adviser 1 and 2Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Carlos Medrano

NEW HORIZONS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240942

Postcode

3000

Bachelor of Business & CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Sing Wong

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001242405

Postcode

3000

Bachelor of Arts with Distinction (Politics and Policy Studies and International Relations)Bachelor of Commerce (Finance & Financial Planning)Certified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Cristian Tudor

CARNBREA & CO. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001240512

Postcode

3000

Margin Lending and Geared InvestmentsGraduate Diploma of Applied FinanceSelf Managed Super FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Secatore

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249794

Postcode

3004

Diploma of Financial PlanningBachelor of Business (Banking and Finance)Diploma of Financial ServicesGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Daniel Swallow

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001238447

Postcode

3000

Bachelor of CommerceMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingMaster of Applied Finance

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Daniel Testa

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240809

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma Of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Testa

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240809

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma Of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Davies

MACQUARIE BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246156

Postcode

3000

Bachelor of Laws Honours Class IIBSecurities and Managed InvestmentsSuperannuation and Retirement PlanningDiploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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David Davies

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001246156

Postcode

3000

Bachelor of Laws Honours Class IIBSecurities and Managed InvestmentsSuperannuation and Retirement PlanningDiploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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David Graham Ransom

KODA CAPITAL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242062

Postcode

3000

Bachelor of Business (Accounting)Graduate Diploma in Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecurities

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David Joseph Conte

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243350

Postcode

3000

Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Tran

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243083

Postcode

3000

DBCB Bachelor of Commerce / Bachelor of Applied FinanceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Tran

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243083

Postcode

3000

DBCB Bachelor of Commerce / Bachelor of Applied FinanceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Eddie Dassie

JBWERE LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001268738

Postcode

3000

Bachelor of BusinessMaster of CommerceForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Elisa Evelyn Simpson

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250897

Postcode

3004

Associate Diploma of Business (Accounting)Certificate IV in Financial ServicesGraduate Diploma of Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Felicity Yingchu Yang

AWFP GROUP PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245703

Postcode

3004

Bachelor of CommerceFoundations of Financial Planning Part A: Generic KnowledgeFoundations of Financial Planning Part B: Financial PlanningSecurities and Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gregory Haralambos Kouroulis

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001239484

Postcode

3004

Bachelor of Economics and FinanceSuperannuation and Retirement AdviceDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hannah Louise Doherty-Mcmillan

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001241272

Postcode

3000

Bachelor of Commerce (Major in Financial Planning)MLC101FPC002B Ethics and Professionalism in Financial AdviceTFA Tax for Financial Advising

SuperannuationSecuritiesGovernment Debentures

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Jayden Post

CRUZ FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249656

Postcode

3000

Diploma of Financial PlanningBachelor of Business (Financial Planning)Self Managed Superannuation FundsEthics for Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Clare Pelham-Webb

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245412

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)BLW14BLW32

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Anderson

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001248087

Postcode

3000

Core 1: Securities & Managed Investments AccreditationDiploma of Financial Planning (FNS50615)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Planning

SecuritiesGovernment Debentures

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Julian Edward Carter

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243197

Postcode

3000

Bachelor of Business (Economics & Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Kane David Miller

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001243759

Postcode

3000

BTC1110BTC3150Bachelor of CommerceChartered Accountant Program

SuperannuationSecuritiesGovernment Debentures

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Kris James

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241150

Postcode

3000

BULAW3731 Income Tax Law and PracticeBULAW 2611 Organisation LawBachelor of Commerce (Accounting)Core 1: Securities & Managed Investments Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Lachlan Graeme Owen

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001247985

Postcode

3000

ADA2Accredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Professional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesRSA Products

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Lakshan Udara Weerasinghe

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242195

Postcode

3000

Bachelor of Commerce (major in Financial Planning)Diploma of Financial PlanningSecurities and Managed InvestmentsDFP5v2 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leo Tang

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249689

Postcode

3000

Bachelor of Commerce/Bachelor of EconomicsDiploma of Financial PlanningFPC001BFPC006

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Liam Michael Williams

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001240499

Postcode

3000

Advanced Diploma of BusinessBachelor of BusinessGraduate Diploma of Financial PlanningAFMA Accredited Individual (Advising)

Foreign Exchange

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Mark Anthony Nuccio

ORD MINNETT LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001244462

Postcode

3000

Bachelor of EngineeringRG146

Securities

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Matthew Hartley Homewood

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250708

Postcode

3004

Bachelor of Arts (Criminology)Bachelor of Commerce (Finance and Management)FPC002B Ethics and Professionalism in Financial AdviceFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Matthew Kane Farrugia

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241135

Postcode

3000

Bachelor of CommerceBachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Melissa Foster

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001240879

Postcode

3000

Diploma of Financial ServicesFinancial PlanningGraduate Diploma of Financial PlanningAssociation of Superannuation Funds Australia (ASFA)

Superannuation

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Michael Jones

FORVIS MAZARS WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244105

Postcode

3000

Bachelor of ArtsBachelor of EconomicsMaster in Tax LawCA Program

Self-Managed Super (SMSF)

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Nicole Gullone

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243344

Postcode

3000

Bachelor of Accounting / Bachelor of FinanceCertified Financial Planner (CFP)FPC002BFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Niyoosha Reinehr

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001241234

Postcode

3004

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Commerce(Finance)Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Patrick O'Keefe

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001239441

Postcode

3000

Bachelor of Business (Banking & Finance)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Alexander Theodore

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001250459

Postcode

3000

MLC101 Business LawDiploma of CommerceBachelor of CommerceDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Paul Asselman

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001247417

Postcode

3000

Diploma of Financial PlanningBachelor of Commerce (Majors: Financial Planning / International trade & economic policy)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

Paul Zielke

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001249739

Postcode

3000

Bachelor of Business (Accounting)CPA ProgramDiploma of Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceSecuritiesRSA Products

Is this you? Claim this listing →

Pooja Chadha

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001247779

Postcode

3000

Bachelor of MathematicsMaster of AccountingDiploma of Financial planningAdvanced Diploma of Financial Planning

Superannuation

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Ravinder Taneja

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001245200

Postcode

3004

Postgraduate Diploma in Business Administration (MBAAdvanced Diploma of Financial PlanningClient Engagement SkillsEconomic & Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Rebecca Jean Rossi

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244998

Postcode

3000

Bachelor of CommerceChartered AccountantSMSF Specialist CourseDiploma of Financial Planning

SuperannuationRSA Products

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Rivee Dylan Tai Tao

CARNBREA & CO. LTD.

Registered

Experience

Since 2016 (10 years)

Registration #

001242510

Postcode

3000

Bachelor of Business (Accounting)Tier 1 Adviser ComplianceAccredited Derivatives Adviser Level 1FPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Robert Marsden Wood

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001238762

Postcode

3000

Bachelor of Commerce and Bachelor of EconomicsFNS60415 Advanced Diploma of Financial Planning5 Units CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Romulae Jr Ramirez Gadaoni

WEALTH TODAY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001242065

Postcode

3000

Bachelor of LawsAdvanced Diploma of Financial PlanningAccredited Aged Care ProfessionalFPE016 Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryan Matthew Skeen

MACQUARIE BANK LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249231

Postcode

3000

BEO2401 Risk management and insuranceBachelor of Sport and Recreation Management/Bachelor of BusinessMaster of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Salvatore Pizzuto

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001241200

Postcode

3000

Master of Accounting & Financial ManagementMaster of Financial Analysis (Investment)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Samuel Thomas Lees

JBWERE LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240329

Postcode

3000

Bachelor of Commerce (Commercial Law, Finance and Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Sarah Elizabeth Blake

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243684

Postcode

3000

Bachelor of CommerceGraduate Diploma of Chartered AccountingSMSF Association SMSF Specialist AdvisorDiploma of Financial Planning

SuperannuationRSA Products

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Shaun Robert Albert

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001266446

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stefanie Falleti

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243351

Postcode

3000

Bachelor of Accounting / Bachelor of FinanceCertified Financial Planner (CFP)FPC002BFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Trent Andrew Smith

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001241178

Postcode

3000

MLC101 Business LawMLC204 Income Taxation Law and PracticeFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Tristan Walker

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250742

Postcode

3000

Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tristan Walker

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250742

Postcode

3000

Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tyler Scarce

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248687

Postcode

3000

Bachelor of Business-Major in Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning

SuperannuationLife Insurance

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Aamir Shaik

WEALTH 23 DEALER GROUP SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258067

Postcode

3004

Bachelor of AccountingBachelor of FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adam Joseph Davies

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001251309

Postcode

3000

Master of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Adriano Pizzingrilli

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254364

Postcode

3000

Bachelor of FinanceAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Diploma of Financial Services

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Alex Gmelig

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256487

Postcode

3000

Bachelor of ArtsBachelor of BusinessClient Engagement SkillsEconomic and Legal Context for Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Allen Ozdil

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001263377

Postcode

3008

Bachelor of FinanceCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Andrew James Mathis

JBWERE LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260823

Postcode

3000

Bachelor of CommerceGraduate Diploma of Applied FinanceEthics and Professionalism in Financial AdviceMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Arundeepan Ganesan

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001253820

Postcode

3004

Bachelor of Business (Accounting)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Ayshe Agaoglu

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001257911

Postcode

3000

DL034 Business Law 1BL202 Taxation 1Bachelor of Business (Accountancy)Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Bobby Ho

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001260219

Postcode

3000

Bachelor of Commerce (Finance and Marketing)Diploma of Financial Services (Financial Planning)RG146-SMSFGraduate Diploma of Professional Accounting

SuperannuationGovernment Debentures

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Bruce Dyason

GPS WEALTH LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001253957

Postcode

3000

Bachelor of Education (Secondary)Master of Enterprise InnovationAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cameron Grant Bishop

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252396

Postcode

3000

Bachelor of Business (Financial Planning)Certified Financial Planner (CFP) Education ProgramEthics and Professionalism in Financial AdviceAccredited Aged Care Professional Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darren Shane Gulasekharam

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255195

Postcode

3000

Bachelor of Commerce (Accounting, Finance & Financial Planning)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Jamieson

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001257349

Postcode

3004

Bachelor of Economics & FinanceMaster of Commerce & Professional AccountingDiploma of Financial PlanningSelf-managed super funds (Statement of Attainment)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Devan Bishop

MGI DOBBYN CARAFA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001269812

Postcode

3004

Bachelor of CommerceGraduate Diploma of Chartered AccountingTier 1 RG146Financial Adviser Exam

Superannuation

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Erik Solum

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001261897

Postcode

3000

Diploma of Financial PlanningGraduate Certificate of Professional AccountingMaster of Financial PlanningFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Francis Kwan

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254693

Postcode

3000

Bachelor of Business (Accounting)RG 146 SuperannuationDiploma of Financial PlanningGraduate diploma of financial planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Huaping Dou

WHAMPOA NEW RICH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001264460

Postcode

3004

Bachelor of BusinessCPAMaster of TaxationRG 146 ADVISING IN SMSFS

Self-Managed Super (SMSF)

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Isabelle Rose Dowling

MACQUARIE BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001258054

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Economics and Finance).Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason Gorman

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001256076

Postcode

3000

Bachelor of BusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAFMA Accredited Individual

Foreign Exchange

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Jean Eric Georges Maillard

GPS WEALTH LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252629

Postcode

3000

Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Master of Business AdministrationAdvising in Self-Managed Superannuation Funds (SMSFs) Program

Superannuation

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Jessica Basinillo-Weaver

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254531

Postcode

3000

Bachelor of Business (Human Resources))Graduate Diploma of Financial PlanningCFP Certification ProgramCertificate IV in Finance & Mortgage Broking

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Jessica Lucy Byrne

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001257738

Postcode

3000

JUST1016Master of Applied Finance (Financial Planning Major)Chartered Alternative Investment Analyst (Level 1)RG146

SecuritiesGovernment DebenturesForeign Exchange

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Jonathan James Holroyd

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254142

Postcode

3000

Bachelor of CommerceEthics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

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Julie Diana Pearsons

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260079

Postcode

3000

Bachelor of Commerce (Economics and Financial Planning)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMAA769 Ethics for Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kael Daniel Scott Plummer

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254495

Postcode

3000

Bachelor of Business (Banking & Finance)FNS60415 Advanced Diploma of Financial Planning5 unit CFP Certification ProgramSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kate Elizabeth Soumilas

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001254537

Postcode

3000

MLL111 + MLL213MLL406Bachelor of Commerce (Finance)Diploma of Financial Planning

SecuritiesGovernment Debentures

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Krishnee Ramkissoon

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001251273

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningAustralian Institute of Superannuation Trustees (AIST)

Superannuation

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Macleod Dylan Seyman

AWFP GROUP PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254151

Postcode

3004

Bachelor of Business (Economics & Finance)Master of Professional AccountingAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Noel Hogan

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001251786

Postcode

3000

LAW2471LAW2480Master of Professional AccountingMaster of Professional Accounting

SuperannuationSecuritiesGovernment Debentures

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Matthew Campbell

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001252361

Postcode

3008

Bachelors of Business (Accounting) and Bachelor of Accounting / Bachelor of FinanceCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceApplied Responsible Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Mengyao Liu

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254549

Postcode

3004

Bachelor of Commerce (Accounting)CPADiploma of Financial PlanningMaster of Commerce

SuperannuationLife InsuranceLife InvestmentRSA Products

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Michael Anthony Charles Lex Lindley

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001255743

Postcode

3000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

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Michael Tony Kostos

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001255996

Postcode

3000

BTF1010Bachelor of Business (Banking and Finance)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Muzzammil Maqsood Dhedhy

HEJAZ FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001253151

Postcode

3000

Bachelor of Commerce (Business Law)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMaster of Applied Finance (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Ned Alexander Clonan

KODA CAPITAL PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260114

Postcode

3000

Bachelor of CommerceEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nga To Thi Nguyen

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260067

Postcode

3000

Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Oliver Edward Warne

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254376

Postcode

3000

Bachelor of ScienceBachelor of CommerceDiploma of Financial MarketsDiploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

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Peter Nicholas Jorgensen

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001257548

Postcode

3004

Bachelor of BusinessCPA Certified Practicing AccountantDiploma of Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Pierre Sowerby

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001256989

Postcode

3000

Bachelor of Commerce (Management Science)Bachelor of Philosophy (Maritime Studies)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rajdeepsinh Parmar

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001242777

Postcode

3000

Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial PlanningSuperConcepts Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sadiel Sheikh

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001257908

Postcode

3004

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial PlanningEthics for Financial Services

SuperannuationLife InsuranceLife InvestmentRSA Products

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Sangram Rana

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251526

Postcode

3000

Master of BusinessMaster of Professional AccountingDiploma Financial Planning FNS50615Self Managed Superannuation funds assets

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Nanfro

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001255832

Postcode

3000

Bachelor of BusinessBachelor of Engineering (Mechanical Engineering)FNS50615 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Hughes

WESTPAC BANKING CORPORATION

Registered

Experience

Since 2017 (9 years)

Registration #

001260155

Postcode

3000

Diploma of Financial MarketsMaster of Business AdministrationMAI769 Ethics for Financial Services (Intensive)Graduate Diploma of Financial Planning

DerivativesForeign Exchange

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Taranjit Pradhan

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252655

Postcode

3000

Certificate IV in SuperannuationAdvanced Diploma of Financial PlanningDiploma of Financial PlanningMAI769 Ethics For Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tarik Karama

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001249236

Postcode

3000

Diploma of Financial PlanningFASEA Adviser ExamEthics and Professional AdviceClient Engagement Skills

SuperannuationGovernment Debentures

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Thaveesh Ranjeeva Palapathwala

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260572

Postcode

3000

Bachelor of Commerce (Financial Planning and Commercial Law)Certificate IV in Finance and Mortgage BrokingEthics and Professionalism in Financial AdviceGraduate Certificate of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas Matthew Chrystie

JBWERE LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251097

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Trent Ashley Bell

WATERSHED DEALER SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258051

Postcode

3000

Bachelor of Business (Banking and Finance)Tax for Financial Advising (DFP5v2)Advanced Diploma of Financial Planning (ADFP)Ethics and Professionalism in Financial Advice (FPC002B)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Darmawan

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2017 (9 years)

Registration #

001253021

Postcode

3008

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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William John Mcconnell

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001251154

Postcode

3000

Bachelor of Business (Financial Management)Diploma of Financial Markets (Debt Markets)Diploma of Financial Markets (Foreign Exchange)Graduate Diploma of Financial Planning

DerivativesForeign Exchange

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Zoe Louise Morris

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254003

Postcode

3000

Bachelor of Business (International Business)Diploma of Financial PlanningAdvanced Diploma of Financial planningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alex Porter

LIFEWEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271432

Postcode

3000

Bachelor of Commerce (Finance & Marketing)Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexandra Giomataris

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268509

Postcode

3000

Bachelor of BusinessRG146 Securities and Managed InvestmentsSMSFA Education AccreditationGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment Debentures

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Alice Jane Edwards

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269229

Postcode

3000

Bachelor of ArtsGraduate DiplomaCertified Financial AnalystDiploma of Financial Planning

SuperannuationSecurities

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Alicia Stephanie Vengust

GPS WEALTH LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269821

Postcode

3000

Bachelor of EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Allan Phu

LIFEWEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269333

Postcode

3000

Bachelor of EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alyssa Grace Hatzi

LIFEWEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273088

Postcode

3000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Aman Jot Singh

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001269060

Postcode

3000

Bachelor of Commerce (Accounting)Bachelor of International BusinessDiploma of Financial Planning FNS50615Graduate Diploma of Financial Planning

Superannuation

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Andrew Dixon

PPN WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266055

Postcode

3000

BTX1010Bachelor of Business (Banking & Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Durakovic

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273196

Postcode

3000

Core 1 Securities and Managed Investments AccreditationMargin Lending AccreditationSuperannuation AccreditationAccredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

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Andrew Ross Ferguson

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262599

Postcode

3000

Bachelor of Commerce (Accounting and Finance)Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning

Superannuation

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Andrew Sporle

LEGAL SUPER PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273691

Postcode

3000

Diploma of Financial PlanningAdvanced Diploma of Financial Planning

Superannuation

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Andrew West

TOWERS WATSON AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270429

Postcode

3000

Fellow of the Institute of Actuaries of AustraliaInstitute of Actuaries of Australia

SuperannuationLife InsuranceSecuritiesDerivatives

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Angelo Anthony Baronessa

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270561

Postcode

3000

Diploma of Financial ServicesBachelor of EconomicsAdvanced Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anh Ta

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269393

Postcode

3000

Bachelor of Commerce (Finance)Master of Applied Finance (Finance)Ethics and Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anjali Das

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267170

Postcode

3000

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Annabelle Wilson

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272817

Postcode

3000

Bachelor of LawsDiploma Financial Planning FNS50615RG146 Tier 1 Margin LendingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Anthony Batsanis

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272189

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony William Windress

GARNAUT PRIVATE CLIENTS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261544

Postcode

3004

Bachelor of Commerce (Accounting)Master of Commerce (Financial Planning)Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Arachchige Dinath Sanjeewa Dean Abey Abeysinghe

UNITED SUPER PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265406

Postcode

3000

Bachelor of Commerce (Accounting, Finance & Financial Planning)RG 146Certificate IV Finance and Mortgage Broking FNS40811Ethics & Professionalism in Financial Advice (FPC002B)

SuperannuationLife InsuranceLife Investment

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Arvin Leonor

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271146

Postcode

3000

Graduate Certificate in Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Jack Cavanough

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272796

Postcode

3000

Bachelor of Business (Finance)Securities and Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramMasters of Applied Finance

SuperannuationSecuritiesGovernment Debentures

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Benjamin James Lembo

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270676

Postcode

3000

Bachelor of Science (Mathematics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Lethborg

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001270852

Postcode

3008

Bachelor of Business in AccountingDiploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationRSA Products

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Braith Morrow

FIRST SAMUEL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273389

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Commercial LawEthics and Professionalism in Financial AdviceTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brendan Jack Woods

WOODS & PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001008581

Postcode

3000

RG146 Compliance SolutionGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brendan William Hill

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268696

Postcode

3000

Bachelor of Business & Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brent Leigh Chiuchiarelli

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272681

Postcode

3000

Diploma of Business (Banking & Finance)BACHELOR OF BUSINESSDiploma of Financial Servicesafa 1 ada 2

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Brittney Hildebrand

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269694

Postcode

3000

Bachelor of Business (Economic and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism of Financial Advice

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Cameron Alexander Sicker

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268544

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics & Professional Standards for Financial AdvisersSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Campbell Paton King

HARLEN FINANCIAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271921

Postcode

3000

Bachelor of BusinessMasters of Professional AccountingGraduate Diploma of Chartered AccountingDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Campbell Richard Wallace

PROSOLUTION GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261692

Postcode

3000

Bachelor of Business (Management)Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Carolina Orejuela Ortiz

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270119

Postcode

3000

Diploma of Financial Services (Financial Planning)Financial Adviser ExamGraduate Diploma of Financial PlanningWork & training Professional Year

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Catherine Cohen

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272485

Postcode

3000

Core 1 Securities & Managed Investments Accreditation ProgramFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006 Tax and Commercial Law for Financial Planning Kaplan 5 2021 Active Select Item 6

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chamil Shirendra Peiris

RASK LICENSING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269591

Postcode

3000

Bachelor of Commerce (Finance, Marketing, Management)Diploma of Financial ServicesAccredited Aged Care Professional ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cheng-Yung Yu

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265632

Postcode

3000

Master of Business AdministrationGraduate Diploma of Financial PlanningAustralian Financial Markets AssociationChartered Financial Analyst Institute (CFA Institute)

Foreign Exchange

Is this you? Claim this listing →

Christopher Goutziotis

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273034

Postcode

3000

FIN1010 Commercial LawBachelor of Business (International Trade)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher John Bailey

FYG PLANNERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270618

Postcode

3004

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Joseph Hyde

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272846

Postcode

3000

Bachelor of Business (Majoring in Financial Planning)KaplanSelf Managed Superannuation Funds

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Christopher Peter Gubbins

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273018

Postcode

3000

RG 146Bachelor of Commerce

SecuritiesGovernment Debentures

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Christopher Watt

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269895

Postcode

3000

Bachelor of Commerce (Accounting / Finance)Accredited Derivatives Adviser Level 12021-2 CFPCMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment Debentures

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Chun Hao Tseng

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001272226

Postcode

3000

Bachelor of businessDiploma of Financial PlanningAdvanced diploma of financial planningEthics and professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Constance Gaidatzis

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

000448402

Postcode

3000

Diploma of Financial PlanningGraduate Diploma in Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Dale Weeks

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265844

Postcode

3000

PS146ADA 1MARGIN LENDINGGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Daniel Anevski

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

000451498

Postcode

3000

Bachelor of Commerce (Finance and Marketing)Bachelor of Engineering (HonoursDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darcey Den Ouden

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001270869

Postcode

3000

BLAW20001 Corporate LawBLAW30002 Taxation LawBachelor of CommerceEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Darcy Kiernan

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001271508

Postcode

3000

Master of FinanceFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsFPC001B Economic and Legal Context for Financial Planning

SecuritiesGovernment Debentures

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Darla Jan Craven

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265661

Postcode

3000

Bachelor of ArtsAdvanced Diploma FPCFPEthics & Professionalism in Financial Advice

Securities

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Darren Peter Hose

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270351

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Bomford

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270064

Postcode

3000

Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Self-Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Christopher Murphy

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271715

Postcode

3000

LST2BSL Introduction to Business LawACC3TAX TaxationBachelor of Accounting/ Bachelor of FinanceFPC002B Ethics and Professionalism in Financial Advice

Superannuation

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David Livshiz

AWFP GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262468

Postcode

3004

Bachelor of ScienceGraduate Certificate in Financial PlanningSpecialist SMSF CourseEthics & Professionalism in FP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Declan Mcdonald

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271769

Postcode

3000

FNS50804 Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

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Di Hu

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270632

Postcode

3004

Bachelor of BusinessCPA ProgramEthics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice

Superannuation

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Donald Malcolm Campbell

THE HERON PARTNERSHIP PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272679

Postcode

3004

IAAust 4A SuperannuationIAAust 4B SuperannuationIAAust Commercial Actuarial PracticeIAAust Investments

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Dylan Andrew Erskine Viney

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270997

Postcode

3000

Bachelor of Business and Bachelor of LawsBachelor of Business/Bachelor of LawsGraduate Diploma of Legal PracticeRG146 Securities and Managed Investments

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Dylan Charles Verney

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271239

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningAccredited Derivatives Adviser Level 1FPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Ellie Bartlett

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268071

Postcode

3000

Bachelor of Commerce (Economics and Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Evta Krina

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271362

Postcode

3000

Sarjana EkonomiMaster of Business Administration (MBA)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

Superannuation

Is this you? Claim this listing →

Farai Arthur Mutsinze

UNITED SUPER PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271566

Postcode

3000

Bachelor of Commerce (Finance and Marketing)RG146 for the Superannuation IndustryDiploma Financial PlanningAdvanced Diploma Financial Planning FNS60415

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Frances Li

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271369

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Markets Certificate

Foreign Exchange

Is this you? Claim this listing →

Francis Hegerty

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270987

Postcode

3000

Master of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange

Is this you? Claim this listing →

Ga Yee Chan

LIFEWEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265633

Postcode

3000

Bachelor of Business (Financial Management & Financial Planning)Tier 1Certified Financial PlannerFPC002B Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Gargi Thakkar

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271077

Postcode

3000

BL914 Commercial LawBULAW 5916 Taxation Law and PracticeMaster of Commerce (Professional Accounting)Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Gemma Hulbert

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270817

Postcode

3000

Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Geoffrey Ross Worrell

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268423

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial ServicesMaster of Business AdministrationManaged Investments

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Glen Pearce

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001270879

Postcode

3000

HBL111NBachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Hadas Nehama Danziger

TOWERS WATSON AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269994

Postcode

3000

Fellow of the Institute of Actuaries of AustraliaInstitute of Actuaries of Australia

Superannuation

Is this you? Claim this listing →

Henry Hall

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269789

Postcode

3000

Bachelor of Commerce (Accounting)Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramSuperannuation Accreditation Program

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Hong Wei

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001261638

Postcode

3000

BACHELOR OF COMMERCEDIPLOMA OF FINANCIAL PLANNINGADA 1 & 2Graduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Hsing-Lung Paul Ho

MERIT WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271950

Postcode

3000

Bachelor of Business (Accounting)Master of Business (Finance)Certified Practicing Accountant (CPA)Self-Managed Superannuation Funds

Superannuation

Is this you? Claim this listing →

Ivy Lew

AKAMBO PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268360

Postcode

3000

Bachelor of Business (Accounting) / Bachelor of Information SystemsBachelor of Business (Accounting) / Bachelor of Information SystemsHBC331 taxation Issues and PlanningHBL111 Law in Global Business

Superannuation

Is this you? Claim this listing →

Jacob Bierhuizen

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269296

Postcode

3000

Bachelor of CommerceBachelor of LawsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Jacob Tomas Cheverly

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272876

Postcode

3000

Bachelor of Commerce (Accounting & Financial Planning)Master of Banking and FinanceEthics and Professionalism in Financial Advice

Foreign Exchange

Is this you? Claim this listing →

Jahanne Jessica Nagle

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001268258

Postcode

3000

Bachelor of Commerce (Finance)Master of FinanceEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Peter Colin Brown

PROSOLUTION GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263865

Postcode

3000

Bachelor of Commerce (Financial Planning & International Business)FPC002B Ethics and Professionalism in Financial

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Phillip Aris

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001263822

Postcode

3004

Bachelor of CommerceADVANCED DIPLOMA OF FINANCIAL PLANNINGEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Ronald Evans

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001261872

Postcode

3000

MLC101FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC007B Client Engagement Skills

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Jason Anthony Kenna

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001262676

Postcode

3000

Bachelor of Business (Accountancy)Diploma of Financial Planning FNS506155 unit CFP Certification ProgramAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jayden-Lee Appelgren

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271017

Postcode

VIC

MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of CommerceDiploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Jesse Aron Jacobson

NATIONAL PLANNING PARTNERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263078

Postcode

3004

Bachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jesse David Catherall

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268502

Postcode

3004

Bachelor of Commerce (Economics and Finance)Master of Applied FinanceTier 1 Life InsuranceEconomic and Legal Context for Financial Planning Course (FPC001B)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jessica Marie Bell

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272925

Postcode

3000

Bachelor of Commerce (Majoring in Financial Planning and Accounting)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jessica Marie Bell

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272925

Postcode

3000

Bachelor of Commerce (Majoring in Financial Planning and Accounting)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joseph George Smith

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269505

Postcode

3000

Bachelor of Business (Economics/Finance and Management)The Securities and Derivatives Industry Association (SDIA) Accreditation ProgramTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Tier 1 Generic Knowledge

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Joseph George Smith

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269505

Postcode

3000

Bachelor of Business (Economics/Finance and Management)The Securities and Derivatives Industry Association (SDIA) Accreditation ProgramTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)Tier 1 Generic Knowledge

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Joulyette Farah

MGI DOBBYN CARAFA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270530

Postcode

3004

Advanced Diploma of Business (Accountancy)Bachelor of Business (Accountancy)Graduate Diploma of Chartered AccountingTier 1 RG146

Superannuation

Is this you? Claim this listing →

Justin Mark Hooper

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265564

Postcode

3004

Tier 1 Margin Lending Personal AdviceBachelor of Finance (Finance)SMSF Association Specialist Accreditation ProgramAccredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kale Wren

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270553

Postcode

3000

Bachelor of Business (Economics and Finance)Foreign Exchange SAFAA Accredited CourseGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Karen Anne Mcevey

JFP ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266255

Postcode

3000

Bachelor of Business (Accounting)Cavendish & ICFS Specialist SMSF CourseDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Karen Gauci

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269642

Postcode

3000

Bachelor of ArtsBachelor of ScienceDiploma of Business (Banking and Finance)Diploma of Financial Services

DerivativesForeign Exchange

Is this you? Claim this listing →

Karlo Klasan

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271144

Postcode

3000

Bachelor of CommerceCFP1CFP2Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kathryn Therese Zachariah

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272070

Postcode

3004

Diploma in Financial PlanningAdvanced Diploma in Financial PlanningEthics and Professional RelationshipsAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kazim Akdag

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271996

Postcode

3000

Bachelor of Business (Financial Planning major)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Kieran James Light

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001265507

Postcode

3000

Bachelor of Business (Economics)Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Kirsty Elizabeth Rispin

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261011

Postcode

3004

AAF210 Business LawAAF3150Bachelor of CommercePersonal Financial Planning and Superannuation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kristie Notte

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

000335843

Postcode

3004

Tier 1Graduate Diploma of Financial PlanningAccedited Aged Care ProfessionalSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Krystle Stephenie Siomos

LIFEWEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273090

Postcode

3000

Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kurt Stephen Tonzing

TOWNSEND COBAIN PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271768

Postcode

3004

Bachelor of AccountingBachelor of FinanceFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kyle Gary Ross Richmond

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271808

Postcode

3000

Bachelor of Business (Banking & Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kylie Cilia

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268072

Postcode

3000

Bachelor of business (Economics and Finance) (Applied)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kylie Edwards

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270467

Postcode

3000

Bachelor of Commerce & AdministrationDiploma of Financial Markets (Debt Markets)Diploma of Financial Markets (Foreign Exchange)Graduate Diploma of Financial Planning

DerivativesForeign Exchange

Is this you? Claim this listing →

Kynan Leon West

HARLEN FINANCIAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270222

Postcode

3000

Master of Professional AccountingChartered Accountants ProgramDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Laura Ann Kelly

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267103

Postcode

3000

Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Lauren Power

TRUWEALTH GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269686

Postcode

3000

Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lauren Radcliffe

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001261016

Postcode

3008

Bachelor of Commerce (Accounting and Finance)Graduate Diploma of Chartered Accounting (CA Program)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationRSA Products

Is this you? Claim this listing →

Laurie Scholes-Robertson

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273073

Postcode

3000

Bachelor of Business (Accounting)Graduate Diploma in FinanceMaster of Commerce (Finance)Graduate Diploma of Financial Planning

DerivativesForeign Exchange

Is this you? Claim this listing →

Lavanya Aravinthan

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001270126

Postcode

3000

RG146Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Leanne Nicole Fewster

SARTO ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262755

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningFinancial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lee James Wapling

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268543

Postcode

3000

Graduate Diploma of Financial PlanningMargin Lending & Geared InvestmentsEthics & Professional Standards for Financial AdvisersFINSIA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Leigh Harink

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271387

Postcode

3000

Bachelor of BusinessMaster of Professional AccountingMaster of CommerceDiploma of Financial Markets

DerivativesForeign Exchange

Is this you? Claim this listing →

Lincoln Edward Rego

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263454

Postcode

3000

Bachelor of Commerce (Economics and Management)Master of Business AdministrationAdvanced Diploma of Financial Planning FNS60415Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Louisa Joy Ellul

LIFEWEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273089

Postcode

3000

Bachelor of AccountingBachelor of FinanceFPC002B Ethics & Professionalism in Financial AdviceInsurance and Risk Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lucy Atkinson

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264107

Postcode

3000

Diploma of Financial PlanningGraduate Certificate in FinanceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lyneve Almario

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268076

Postcode

3000

Diploma of Financial PlanningGraduate diploma in financial planningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Madeleine Joan Marshall

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270410

Postcode

3000

Diploma of Financial PlanningProvide advice in margin lendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Maria Lui

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272924

Postcode

3000

Bachelor of EconomicsBachelor of LawsCPA Program Professional LevelMaster of Laws

SuperannuationRSA Products

Is this you? Claim this listing →

Mark Allan Gunn

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270147

Postcode

3000

Bachelor of Commerce and Bachelor of EconomicsAccredited Listed Product Adviser ProgramSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Marsha Renee Downward

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273162

Postcode

3000

Diploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS60404FNSASICR503A Provide Advice in Margin LendingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Matthew David Smith

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264586

Postcode

3000

Bachelor of Commerce (Applied Economics and Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Matthew David Starling

GARNAUT PRIVATE CLIENTS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261988

Postcode

3004

Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Donato Del Giudice

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269141

Postcode

3000

Bachelor of Business (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Grant Pattison

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263228

Postcode

3000

Bachelor of Agricultural ScienceProfessional Diploma in StockbrokingGraduate Certificate of FinancePortfolio Management and Valuation

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Matthew Keith Harris

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272097

Postcode

3000

Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma Of Financial PlanningEthics & Professionalism

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Matthew Richard Jones

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261227

Postcode

3004

Bachelor of Financial Planning/Bachelor of AccountingFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Melanie Pearce

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001270960

Postcode

3000

MLC101Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceMLC301

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Melissa Jane Stephens

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262079

Postcode

3000

Diploma of Financial Services (Financial Planning)BLW22 Bachelorof Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife Insurance

Is this you? Claim this listing →

Michael Nott

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001267437

Postcode

3000

Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michele Leigh Kennedy

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270779

Postcode

3000

Diploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mitchell Burger

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269167

Postcode

3000

Bachelor of Commerce (Economics and Finance)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundTier 1 Margin Lending Personal Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Natasha Kalcic

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272770

Postcode

3000

Bachelor of CommerceCertificate 4 Mortgage BrokingDiploma of Financial Services (Financial Planning)FPC001B

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Natasha Sibarani

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272181

Postcode

3000

Bachelor of Arts, Indonesian majorBachelor of CommerceGraduate Diploma of Financial PlanningTax for Financial Advising

SuperannuationSecuritiesGovernment Debentures

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Nathan James Cesario

INVESTOR WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268489

Postcode

3000

Bachelor of Commerce, Accounting, Finance and Financial PlanningAccrediated Aged Care ProfessionalCertified Practicing Accountant (CPA)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Sadeghi

HEALTH PROFESSIONALS PLUS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266731

Postcode

3000

Bachelors of Commerce (Honours)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Navjyot Deol

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272353

Postcode

3000

Master of Information TechnologyDiploma of Financial PlanningFPC001B Economic & Legal context for Financial PlanningFPC006 Taxation for Financial Planning

Superannuation

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Neel Shantibhai Popat

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269825

Postcode

3000

Master of Accounting (Honours)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ngoc Christodoulou

INTRALINK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271825

Postcode

3000

Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas John Miller

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263611

Postcode

3000

Diploma of Financial PlanningSelf Managed Superannuation FundsBachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Nicholas Winstanley Bird

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001266349

Postcode

3000

Bachelor of Business (Economics & Finance)Securities & Managed Investments AccreditationAccredited Derivatives AdviserSuperannuation Accreditation

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Nickolas Reissis

AKAMBO PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270668

Postcode

3000

Bachelor of Business (Economics and Finance) (Applied)Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Nicolas Faustin

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263922

Postcode

3004

Master of Business AdministrationDiploma of Financial PlanningDebt StrategiesSuperConcepts & ICFS Specialist SMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicolas James Jamieson

ORD MINNETT LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273058

Postcode

3000

Bachelor of Commerce and ArtsRG 146Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Nicolette Mia De Sanctis

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273069

Postcode

3000

Bachelor of Commerce (Finance Major)Diploma of Financial MarketsGraduate Diploma of Financial Planning

Foreign Exchange

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Noreen Gwena

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001263794

Postcode

3000

Bachelor of Commerce (Professional Accounting)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Pajand Roghanchi

SPARK ADVISORS AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263043

Postcode

3004

Bachelor of CommerceDiploma of Financial Services (Financial Planning)FNS50310 Diploma of Finance and Mortgate Broking ManagementGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Parth Sanghavi

PREMIUM CLIENT SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001273011

Postcode

3004

Bachelor of CommerceCertified Practising Accountant (CPA)Diploma of Financial PlanningCommercial Law for Tax Agents Skill Set

SuperannuationLife Insurance

Is this you? Claim this listing →

Patrick Malone

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271737

Postcode

3000

Advanced Diploma of Financial PlanningGraduate Certificate in Financial Planning922 Derivatives & SkillsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Paul Anthony Cupic

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262484

Postcode

3000

Bachelor of CommerceSpecialist SMSF courseEthics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Payalben Parikh

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

000420857

Postcode

3000

Post Graduate Diploma in Business Management (Marketing Finance)Margin Lending & Geared InvestmentsFNS50804 Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Edward Folk

JBS FINANCIAL STRATEGISTS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264658

Postcode

3000

Bachelor of BusinessSMSF AccreditationASX Direct Equities AccreditationAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Phuoc Truong

WATERSHED DEALER SERVICES PTY LTD

Not Registered

Experience

Since 2018 (8 years)

Registration #

001270605

Postcode

3000

Bachelor of ArtsBachelor of CommerceDFP1-4Master of Business Administration

SecuritiesGovernment Debentures

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Pierce Hanlen

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001265758

Postcode

3004

Bachelor of Commerce (Accounting and Financial Planning)CFPCertification ProgramSMSF Specialist Advisor (SSA) ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Prasanth Radhakrishnan

KP WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270965

Postcode

3004

Bachelor of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Preethi Jagadish Mittur

BESPOKE WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272649

Postcode

3000

BACHELOR OF COMMERCEBACHELOR OF ECONOMICSGRADUATE DIPLOMA FINANCIAL PLANNINGSuperConcepts Specialist SMSF Online Learning Modules

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Preeti Keskar

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265265

Postcode

3000

Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rebecca Poynton

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265663

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Robert Anthony Zappulla

PREMIUM ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263723

Postcode

3000

Bachelor of Business (Applied Economics)Graduate Diploma of Finance and InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ryan Loveday

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001266625

Postcode

3000

Bachelor of Business (Economics & Finance)FNS50615 Diploma of Financial Planning5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sam Dignam

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001268069

Postcode

3000

Bachelor of Business (Financial Planning Major, Sport Managment)Ethics and Professionalism in financial adviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sammy Gitonga

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272736

Postcode

3000

Graduate Diploma Applied FinanceFP002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC007B Client Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Samuel Geurens

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001272965

Postcode

3000

Bachelor of Business (Financial Planning)Ethics and Professionalism in Fianncial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Samuel Mario Minaudo

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269657

Postcode

3000

Bachelor of Business (Accounting and Finance)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceDiploma of Financial Markets

Foreign Exchange

Is this you? Claim this listing →

Sean James Hurren

MCALLISTER WEALTH GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269487

Postcode

3004

Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Senney Wang

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267725

Postcode

3000

Bachelor of CommerceMaster of FinanceDiploma of Financial PlanningDFP5v4 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shaun Robards

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001264823

Postcode

3000

Diploma of Financial Planning FNS50611RG146 SuperannuationBachelor of CommerceRG146 Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Simone Elizabeth Brown

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268706

Postcode

3000

Bachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Siobhan Tara Ashby

FIRST SAMUEL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001262560

Postcode

3000

Bachelor of Commerce (Finance, Financial Planning & Marketing)Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sonal Brar

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270785

Postcode

3004

Bachelor of CommerceAdvanced Diploma of Financial PlanningClient Engagement SkillsEthics & Professionalism in Finance

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Sophie Elizabeth Mcrae

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267114

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stephanie Bennett

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267810

Postcode

3000

Bachelor of Commerce (Finance)RG146Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Stuart Douglas Maunder

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001273169

Postcode

3004

Advanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Surath Anthony Fernando

TOWERS WATSON AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271370

Postcode

3000

Fellow of Institute of Actuaries of AustraliaAssociation of Superannuation Funds Australia (ASFA)Institute of Actuaries of Australia

SuperannuationLife InsuranceSecuritiesDerivatives

Is this you? Claim this listing →

Thivanka Abeygunawardene

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272429

Postcode

3000

Bachelor of Commerce (Accounting, Finance, Financial Planning)Graduate Certificate in CommerceMaster of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Thomas Kenny

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001260943

Postcode

3000

Bachelor of Commerce/ArtsTier 1 SecuritiesDiploma of Financial PlanningFinancial Adviser Exam

SuperannuationSecuritiesGovernment Debentures

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Thomas Michael Will

BONGIORNO WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272492

Postcode

3004

Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Thuong Hoang

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263923

Postcode

3000

Bachelor of EconomicsAccredited Derivatives Level 1 & 2Foreign Exchange Accreditation ProgramTax for Financial Advising

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Timea Barczi

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001260999

Postcode

3000

Graduate Diploma of Financial PlanningTax and Commercial Law for Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy Edmund Charles Waters

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273075

Postcode

3000

Bachelor of CommerceAFMA Dealer Accreditation ProgramGraduate Diploma of Financial PlanningAustralian Financial Markts Asscociation

DerivativesForeign Exchange

Is this you? Claim this listing →

Tobias Deylen

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270153

Postcode

3000

Bachelor of Commerce (Accounting, Finance)Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending AccreditationProfessional Diploma in Stockbroking

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Toby Robert Simpson

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261052

Postcode

3000

Diploma of Financial PlanningEconomic and Legal Context for Financial Planning (FPC 001B Commercial Law), Kaplan, 2023Graduate Diploma of Financial PlanningTaxation for Financial Planning (FPC006 Taxation Law), Kaplan, 2025

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tom Clancey

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262321

Postcode

3004

Bachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tom Richardson

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001261113

Postcode

3000

Bachelor of CommerceProfessional Diploma in StockbrokingFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Tracee Huey Xin Pang

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270646

Postcode

3000

Bachelor of Business (Economics & Finance) (Applied)Income Tax Law (HBC616)Graduate Diploma of Professional AccountingMaster of Professional Accounting

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Travis Schindler

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001261884

Postcode

3004

Bachelor of Business (Banking & Finance)Master of Financial PlanningCertified Financial PlannerSMSF Specialist Advisor (SSA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Treanna Marlene Michlik

FORTNUM ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267177

Postcode

3004

Diploma of Financial Planning FNS50615Graduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Wayne Ernest Brown

CASHEL FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266803

Postcode

3000

BComm (Accounting/Economics Honours)Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Wesley Gervais Folkard

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

000400614

Postcode

3004

Bachelor Business (Financial Risk Management)Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William David Coggins

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2018 (8 years)

Registration #

001272503

Postcode

3004

Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

William Tunbridge

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264657

Postcode

3004

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Xiaoli Wang

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272513

Postcode

3000

Bachelor of Commerce (With Honours)Bachelor of CommerceMaster of AccountingChartered Accountants Program

Superannuation

Is this you? Claim this listing →

Yazhuo Wang

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270332

Postcode

3000

732103 Principles of Business LawBLAW30002 Taxation LawBachelor of CommerceDiploma of Financial Planning

Superannuation

Is this you? Claim this listing →

Ying He

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265938

Postcode

3000

Bachelor of Business (Financial Risk Management)Master of Applied Finance (Finance)Master of AnalyticsCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Yiren Wu

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270216

Postcode

3004

Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Zain Imam Rizvi

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269049

Postcode

3000

Bachelor of Accounting/FinanceFNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Zhaohui Raf Yang

MCALLISTER WEALTH GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001269485

Postcode

3004

Diploma of Business (Business)Bachelor of BusinessMaster of Applied FinanceCPA Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bilal Khalid

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001286738

Postcode

3000

Bachelor of AccountingGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Danial Nadeem

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2021 (5 years)

Registration #

001286739

Postcode

3004

Bachelor of Business (Finance)Diploma Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Darcy Catherine Krenn

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001288212

Postcode

3000

Bachelor of Business (Economics & Finance)Financial Advisory PracticeRisk, Insurance and Social SecurityEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Matthew Jackson

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001292875

Postcode

3000

Bachelor of Business (Banking and Finance)FPC001B Economic and legal context for financial planningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dean Shaun Hole

UNITED SUPER PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001281457

Postcode

3000

Bachelor of Accounting (Financial Planning major)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

Is this you? Claim this listing →

Harman Singh Dhillon

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001289075

Postcode

3000

Grad Dip Financial PlanningMasters Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jonathon Bruce Ritzau

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001289218

Postcode

3000

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Samuel Hugh Kenrick

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2021 (5 years)

Registration #

001281486

Postcode

3000

Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)Ethics and Profesionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Scott Cromb

CARESUPER ADVICE PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001291763

Postcode

3000

Bachelor of Commerce with Distinction majoring in Finance and Financial PlanningMaster of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Aaron James Walshe

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001295354

Postcode

3000

Bachelor of Commerce (Majoring in Finance)Bachelor of LawsMLL221 Corporate LawMLL406 Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Dickinson

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001298768

Postcode

3000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Peter Brown

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293631

Postcode

3000

Bachelor of Business and AccountingCPAGraduate Diploma of Financial PlanningCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Matthew Lucarelli

BRIDGEWOOD PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001300514

Postcode

3004

Bachelor of Business (International Business)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bonnie Doyle

MINCHIN MOORE PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293177

Postcode

3000

Bachelor of Commerce (major in Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Caitlin Marie Telford

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001291642

Postcode

3000

Diploma of Financial PlanningFPC001B Economic and Legal context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

Superannuation

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Caleb James Ludlow

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2022 (4 years)

Registration #

001299952

Postcode

3004

Bachelor of Commerce (Financial Planning)MASTER OF FINANCIAL PLANNINGSMSF Specialist Advisor (SSA) ProgramCertfied Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Carol Keller

MUFG RETIRE360 PTY LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294561

Postcode

3000

Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningTASACLv2 Commercial LawAssociation of Superannuation Funds Australia (ASFA)

Superannuation

Is this you? Claim this listing →

Christopher Colman

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2022 (4 years)

Registration #

001297035

Postcode

3004

Bachelor of Commerce / Bachelor of Arts (Finance and Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor (SSA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Daniel William Wilson

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001295505

Postcode

3000

Bachelor of CommerceCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Dean Peter Mazaris

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001286431

Postcode

3000

Bachelor of Commerce (Financial Planning & Finance)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hayley Alana Dodd

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294651

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

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Jeremy Zehnwirth

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001293870

Postcode

3000

Bachelor of Commerce (Finance)924 Superannuation & SkillsMaster of Business AdministrationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Josephine Everrie Peters

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001295658

Postcode

3000

Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial Planning

Superannuation

Is this you? Claim this listing →

Joshua Mcgrath

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293833

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kathleen Dillane

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2022 (4 years)

Registration #

001299561

Postcode

3000

FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation and commercial law for financial planningGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Leandro Nogueira Dos Santos Bonin

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001296409

Postcode

3004

Bachelor of Business AdministrationDiploma of Financial PlanningMaster of Business AdministrationAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lee Yuin Chew

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001294547

Postcode

3000

Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningMasters of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lee Yuin Chew

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001294547

Postcode

3000

Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningMasters of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Shi Chuen Goy

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294652

Postcode

3000

Bachelor of Commerce (Financial Planning)Diploma of Financial MarketsAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Mitchell Elias Belichovski

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001294732

Postcode

3000

Bachelor of BusinessMaster of FinanceGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ryan James

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001294629

Postcode

3000

Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds Course (FPE016)Margin Lending Specialist Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy Edward Dartnell

JBWERE LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001295036

Postcode

3000

Bachelor of CommerceForeign Exchange Accredited CourseGraduate Diploma of Financial PlanningMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Tyrone James Cammaroto

OPEN BOOK WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001296983

Postcode

3004

Bachelor of Business (Financial Planning)Certificate IV in Finance and Mortgage BrokingSMSF Regulations and TaxationSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tyson Ray Darley

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001296804

Postcode

3004

Bachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Aakash Harshad Mehta

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298264

Postcode

3000

Master of Business Administration (International)/Master of International FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Akiva Kennard

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001301683

Postcode

3000

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Andrew Taylor Hall

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297710

Postcode

3000

Bachelor of CommerceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Benjamin Anthony Maher

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001300015

Postcode

3000

FPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial PlanningAccredited Aged Care Professional

Superannuation

Is this you? Claim this listing →

Bernadine Williamson

BR ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001296278

Postcode

3000

Bachelor of CommerceDiploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brandon Ryan Foster

KYCU FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302039

Postcode

3000

Bachelor of Commerce Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Caillin Darcy Clyne

WEALTH 23 DEALER GROUP SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298361

Postcode

3004

Bachelor of Commerce Majoring in Financial Planning and FinanceEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Carmellina Josephine Pisani

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301680

Postcode

3000

Bachelor of Commerce (Financial Planning)Accredited Listed Product Adviser Program (ALPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Charles Faulkner

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001294920

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Charles Lill

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302694

Postcode

3000

FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC006Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher Goh

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001303173

Postcode

3000

Bachelor of Commerce (Accounting and Finance)FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Chuan Liu

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302517

Postcode

3000

Graduate DiplomaMaster of Financial AnalysisEthics and Professionalism in Financial Advice

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Daniel Frank Santopietro

JBS FINANCIAL STRATEGISTS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001300870

Postcode

3000

Bachelor of Business (Accountancy) and Bachelor of Business (Financial Planning)SMSF Regulations and TaxationAccredited Listed Product Adviser ProgramCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel John-Nicholas Kalisperis

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301196

Postcode

3000

Bachelor of BusinessEconomic and Legal Context for Financial Planning (FPC001B Commercial Law)Tax and Commercial Law for Financial Planning (FPC006 Taxation Law)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Danielle Strauss

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001297636

Postcode

3000

Graduate Certificate in Applied FinanceAdvanced Diploma of Financial PlanningTax and Commercial Law for Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Fiona Burton

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001301686

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Georgina Baum

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299963

Postcode

3000

Bachelor of ScienceGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

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Gleb Sheptun

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001304068

Postcode

3000

Bachelor of Commerce Majoring in Financial Planning and Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Helen Mcmillan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001302628

Postcode

3000

Bachelor of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hibah Jamal

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001300892

Postcode

3000

FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC006Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Jakob Anthony Ayres

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301157

Postcode

3000

Principles of Income Tax Law (MLC301 Taxation Law)Bachelor of CommerceCommercial Law (TASACLv2 Commercial Law)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Leon Mitchell Taylor

ASSETPLAN FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001294431

Postcode

3000

Bachelor of BusinessBusiness LawIntroduction to Australian Tax Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joel Cusack

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001294959

Postcode

3000

Diploma of Financial PlanningBachelor of Business (Financial Planning)Accredited Derivatives Adviser Level 2 (ADA2) Accreditation Program

SuperannuationSecuritiesDerivativesRSA Products

Is this you? Claim this listing →

Jonathan Stewart Henderson

AKAMBO PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298623

Postcode

3000

Accredited Derivatives Adviser Level 1Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC001B

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Jonathan Stewart Henderson

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298623

Postcode

3000

Accredited Derivatives Adviser Level 1Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC001B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joshua Barker

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2023 (3 years)

Registration #

001299196

Postcode

3000

FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Kaitlyn Joy Haris

BR ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301276

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lachlan Roarke Edward Knight

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297816

Postcode

3004

Bachelor of Arts (Economics)Master of Banking and FinanceFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Linhui Zhao

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299088

Postcode

3000

Bachelor of CommerceMaster of AccountingGraduate Diploma of Financial PlanningCPA Australia (CPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Luke Brendish

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298254

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Ivan Benic

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001296376

Postcode

3000

Bachelor of CommerceMLC101 Business LawMLC301 Principles of Income Tax LawEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Joseph Howley

WH CAPITAL PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299598

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningEthics for Professional AdvisersFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Paul Panzarino

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001300154

Postcode

3000

Bachelor of Business (Accounting)FNS50615 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Nathaniel Johnston

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298432

Postcode

3000

FPC001BFPC006Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Vlavianos

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298061

Postcode

3000

Bachelor of CommerceCPA ProgramEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceRSA Products

Is this you? Claim this listing →

Pasqualino Salzano

LGT WEALTH MANAGEMENT LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001299012

Postcode

3000

Bachelor of CommerceMLC101 Law for CommerceMLC301 Principles of Income Tax Law

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Polly Edwards

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001302534

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

Is this you? Claim this listing →

Tama Lawrence Ohia

PSK ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299353

Postcode

3000

8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningAMP Work and Training Professional Year

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tianna Elizabeth Rose

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001296197

Postcode

3000

Bachelor of Arts/Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ty Peter Jackson

AAG FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001305556

Postcode

3000

Bachelor of Business (Economics and Finance)Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alan Robert O'Reilly

CLIME ADVICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307763

Postcode

3000

Bachelor of Business (foreign degree)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexander Le Maistre

EVANS AND PARTNERS PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001305991

Postcode

3000

FPC002B Ethics and Professionalism in Financial AdviceFPC006FPC001B Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Anthony George Dalakouras

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001304651

Postcode

3004

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecurities

Is this you? Claim this listing →

Anthony Yu Sadrinajafi

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001306071

Postcode

3004

Bachelor of Business Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

Is this you? Claim this listing →

Arunabh Banerjee

FMD ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303827

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brad Kenneth Colwell

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001305907

Postcode

3004

Bachelor of Business: Finance, & Entrepreneurship & InnovationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

Is this you? Claim this listing →

Cedric Simba Benza

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307277

Postcode

3004

Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)FPE020Margin Lending Specialist Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charles Elliot Underwood Felton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307492

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Daniel Aaron Mclean

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303042

Postcode

3000

Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

David John Cumming

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306116

Postcode

3000

Bachelor of Commerce (Finance and Management)Master of FinanceCore 1 Securities and Managed Investments Accreditation ProgramMargin Lending Accreditation Program

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Duc Loc Nguyen

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306622

Postcode

3000

Bachelor of Commerce (Accounting and Finance)Master of Business (Accounting)Master of Applied FinanceGraduate Diploma of Financial Planning

SuperannuationLife Insurance

Is this you? Claim this listing →

Edward James Hoyle

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001299019

Postcode

3000

Bachelor of BusinessMargin Lending AccreditationAccredited Derivatives Adviser Level 1 (ADA1) Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Elizabeth Eva Blackley

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001302642

Postcode

3000

Bachelor of Finance (Banking)FPC001B Economic and Legal context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Florence Grace Mcdonald

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308666

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

Is this you? Claim this listing →

Griffith Edel

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304662

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesRSA Products

Is this you? Claim this listing →

Hayley Ann Morris

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307783

Postcode

3000

Bachelor of CommerceEthics and ProfessionalismGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

Is this you? Claim this listing →

Jack Prendeville

BOAG ASSET MANAGEMENT PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306044

Postcode

3000

Bachelor of Commerce and LawGraduate Diploma of Financial Planning

SecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Jack Trewin Tossol

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303357

Postcode

3004

Bachelor of Commerce (Accounting & Finance)FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jackson Lombardi

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001309291

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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James Francis Marazita

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001309253

Postcode

3000

Bachelor of Business (Economics & Finance)Master of FinanceDiploma of Financial MarketsGraduate Diploma of Financial Planning

Foreign Exchange

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James Matthew Phelan

RASK LICENSING PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307965

Postcode

3000

Accredited Listed Product Adviser ProgramBachelor of Business (Financial Planning)Margin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Rochford Cummings

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304794

Postcode

3000

Bachelor of CommerceEconomic and Legal Context for Financial PlanningTax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Jamie Julian

ORD MINNETT LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308268

Postcode

3000

Bachelor of Arts and CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Jessica Santiago

APT WEALTH PARTNERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304364

Postcode

3000

Bachelor of Business (Economics & Finance)Diploma of Financial PlanningIncome Tax Law (7106AFE Taxation Law)Principles of Business and Corporate Law (7159AFE Commercial Law)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Cohen

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304076

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment Debentures

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Joshua Nicholas Parrott

RI ADVICE GROUP PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001310287

Postcode

3000

Bachelor of Arts/Bachelor of Commerce (Financial Planning)Accredited Listed Product AdviserFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Kairo Zeidan

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001310281

Postcode

3000

LST2BSL Introduction to Business Law and EthicsACC3TAX TaxationBachelor of Commerce (Accounting major)Master of Financial Planning

Superannuation

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Kaitlin Sarah Mifsud

JBS FINANCIAL STRATEGISTS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306245

Postcode

3000

Business (Accounting)Business (Financial Planning)Accredited Listed Product Adviser ProgramCert IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Karli Tsemetzis

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307315

Postcode

3004

Bachelor of CommerceGrad Dip Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Kenneth James Thomson

ASENA FAMILY OFFICE PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001293310

Postcode

3000

BACHELOR OF COMMERCE MAJORING IN FINANCIAL PLANNINGEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kiera Jayde Devrnja

JBWERE LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304128

Postcode

3000

Bachelor of Commerce (Economics & Finance)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Lauren Draper

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001302516

Postcode

3000

Bachelor of Business (Financial Planning)Core 1

SuperannuationLife InsuranceSecuritiesRSA Products

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Nick Zvezdakoski

OREANA FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309561

Postcode

3000

Graduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Noah Langerak

WATTLE PARTNERS PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001310541

Postcode

3000

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Richard Trusler

GUIDEWAY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001302194

Postcode

3000

Bachelor of Commerce (Finance)Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceCertificate IV in Finance & Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Qian Zhou

MACQUARIE BANK LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001306155

Postcode

3000

Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Qian Zhou

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001306155

Postcode

3000

Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryan James Attard

UNITED SUPER PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309816

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning

SuperannuationLife Insurance

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Ryan John Sgarioto

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304922

Postcode

3000

Bachelor of Business (Entrepreneurship)Bachelor of Business (Financial Planning)LAW2450 Company LawLAW2453 Taxation 1

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Seamus Flagg

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001309071

Postcode

3000

Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)

SuperannuationSecuritiesGovernment Debentures

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Simone Megan Vasnaik

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306557

Postcode

3000

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sosha Mullasseril Jay

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306507

Postcode

3000

Bachelor of Commerce (Finance & Marketing)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sosha Mullasseril Jay

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306507

Postcode

3000

Bachelor of Commerce (Finance & Marketing)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tahli Rose Jade Cavagnino

RASK LICENSING PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306012

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial PlanningIntroduction to SMSFsMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Tess Mcintosh

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2024 (2 years)

Registration #

001307335

Postcode

3004

Certified Financial Planner (CFP)Master of Financial PlanningSMSF Specialist Advisor (SSA) ProgramFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Thomas Neville Smith

PRINCIPAL PARTNERS (VIC) PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304885

Postcode

3000

Bachelor of BusinessEthics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tom Blenheim

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001309163

Postcode

3000

Bachelor of CommerceFinancial Adviser Exam

SecuritiesGovernment Debentures

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Trent Schliefert

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307362

Postcode

3000

Graduate Diploma of Financial PlanningDebt StrategiesSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Weijia Yan

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001299879

Postcode

3000

Bachelor of CommerceMaster of Financial PlanningAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Yi Mon Min

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001305519

Postcode

3000

Bachelor of CommerceEthics and Professionalism

SuperannuationLife Insurance

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Abigail Maria Cowley

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001309750

Postcode

3000

Bachelor of Business (Financial Planning)

SecuritiesGovernment Debentures

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Andy Nguyen

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001314654

Postcode

3000

Graduate Diploma of Financial Planning

Securities

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Ankush Gupta

WATERSHED DEALER SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312167

Postcode

3000

Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Antonia Babanis

UNITED SUPER PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310609

Postcode

3000

Masters of Financial Planning

SuperannuationLife Insurance

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Anuhak Souvannavong

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001306597

Postcode

3000

Bachelor of Commerce (majoring in Accounting and Finance)Graduate Diploma of Financial PlanningADA1 Level 1

SuperannuationSecuritiesRSA Products

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Bernard Tan

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311559

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningDebt StrategiesSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brigitta Nadya

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311276

Postcode

3000

Bachelor of CommerceFinancial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Campbell Robert Alder

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311144

Postcode

3000

Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Campbell Robert Alder

WILSONS ADVISORY AND STOCKBROKING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311144

Postcode

3000

Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Carlos Andres Martinez

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313265

Postcode

3004

Bachelor of CommerceMAA769 Ethics for Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Chein Lee

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001307719

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife Insurance

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Cynthia Hsu

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312836

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

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Daniel Arthur Mcmaster

MIPLAN ADVISORY PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001316734

Postcode

3000

Bachelor of Account (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Declan Meier

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001306937

Postcode

3000

MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (Accounting and Financial Planning majors)FPC002B Ethics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

Digby Christopher Wheeley Hall

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311519

Postcode

3000

Bachelor of Commerce (Accounting/Finance)Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Hei Yu Hayley Wong

REDGUM WEALTH GROUP PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310455

Postcode

3000

Graduate Diploma in Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Henry Campbell Phelps Dick

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001308046

Postcode

3000

Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Isabele Renae Maxwell-Gould

GARNAUT PRIVATE CLIENTS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313294

Postcode

3004

Bachelor of ArtsMaster of Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jack Morley

ESCALA WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001293936

Postcode

3000

Bachelor of Commerce (Financial Planning)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jacob Eliopoulos

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311336

Postcode

3000

Bachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jacob Eliopoulos

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001311336

Postcode

3000

Bachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Brynley Rowland

JBWERE LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309264

Postcode

3000

Bachelor of Business (Economics and Finance) (Applied)Bachelor of Business (Financial Planning)

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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James Grixti

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001298430

Postcode

3000

Bachelor of CommerceMLC101 Business LawMLC301 Principals of income tax lawEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Kingsford Paul

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001305864

Postcode

3004

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Kristofer Svedic

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001310590

Postcode

3000

MLC101 Law for CommerceBLW32 Introduction to Australian Tax LawBachelor of Business (Financial Planning)

Superannuation

Is this you? Claim this listing →

Jason Paul Tong

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313069

Postcode

3000

Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)RG146, Core 1Master of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Jessica Genovas

AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001314096

Postcode

3000

Bachelor of Commerce (Finance & Accounting)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joynivee Pama Chua

WEALTH TODAY PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001315964

Postcode

3000

Graduate Diploma of Financial PlanningSMSF Specialist AdvisorInstitute of Public Accountants (IPA)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kane William Bennett

MUTUAL TRUST PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001307298

Postcode

3000

Bachelor of Business (International Business)Master of Financial Planning

Securities

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Kinjal Sureshbhai Patel

INTEGRITAS FIDUCIARY PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309246

Postcode

3000

Bachelor of Business AdministrationFinancial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Konstantinos-Alexander Melahridis

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001313434

Postcode

3004

Bachelor of Commerce (Accounting Major)Graduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Krisztian Pilisko

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311250

Postcode

3004

Graduate Diploma Financial PlanningDiploma of Finance and Mortgage Broking ManagementMortgage and Finance Association of Australia (MFAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kyle Roberts

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312119

Postcode

3004

Masters of Financial Planning

SuperannuationLife InsuranceLife Investment

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Lachlan Sandor

CAPITAL HAUS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310489

Postcode

3000

Bachelor of Business (Banking and Finance)Bachelor of Business (Economics and Business Strategy)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Lachlan Thomas Weir

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001307275

Postcode

3000

Bachelor of Business (Economics & Finance)Economic and Legal Context for Financial Planning FPC001BFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lishan Hatharasinghe

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001311921

Postcode

3004

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Luca Ryan Biviano

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001309162

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Adviser Exam

SecuritiesDerivativesGovernment Debentures

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Lucas Daniel Hader

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001314806

Postcode

3000

Bachelor of Business (Financial Planning)Tax for Financial Advising

SuperannuationLife Insurance

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Luke Eid

JBWERE LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310491

Postcode

3000

Bachelor of Commerce (Accounting and Finance)Chartered Accountants ProgramGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesGovernment Debentures

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Luke Matthew Chiuchiarelli

ORD MINNETT LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311367

Postcode

3000

Bachelor of Business (Fin Management & Int Business)Diploma of Financial ServicesGraduate Diploma in Applied FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Maria Williza Demirel

INDEPENDENT WEALTH SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310765

Postcode

3000

Bachelor of BusinessFinancial PlanningFinancial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Martin Muhriz

AWFP GROUP PTY LTD

Not Registered

Experience

Since 2025 (1 years)

Registration #

001316158

Postcode

3004

Dbl Bachelors Accounting & Financial PlanningSMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Mcgrath Nolan

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001314643

Postcode

3000

Bachelor of Commerce/Bachelor of FinanceEconomic and Legal Context for Financial PlanningTaxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Nicholas Hanlon

ORD MINNETT LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001311076

Postcode

3000

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Nicholas John Hartrick

YX BALL FINANCIAL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309495

Postcode

3004

Diploma of Financial PlanningBachelor of Business (Economics and Finance)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Oliver Cahill

WH CAPITAL PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313339

Postcode

3000

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Mckay

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001311654

Postcode

3000

Masters of Financial PlanningFinancial Advice Association of Australia (FAAA)

Superannuation

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Rebecca Maree Dougherty

ZURICH ASSURE AUSTRALIA PTY LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313530

Postcode

3000

Bachelor of Business

SuperannuationLife Insurance

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Ross Andrew Phlorides

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313507

Postcode

3000

LAW2442 Commercial LawLAW2453 Taxation 1Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Kalmus

HEWISON & ASSOCIATES PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001313302

Postcode

3004

Certified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Sonya O'Mahony

ORD MINNETT LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313421

Postcode

3000

Graduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Stuart Anthony Ruddick

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310162

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Taylah Din

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Not Registered

Experience

Since 2025 (1 years)

Registration #

001314876

Postcode

3004

Bachelor of CommerceBachelor of FinanceGraduate Diploma of Financial Planning

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Thomas Richard Bryans

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001308681

Postcode

3004

Bachelor of Commerce (Financial Planning)

SuperannuationLife InsuranceLife InvestmentRSA Products

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Yisroel Rosenbaum

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2025 (1 years)

Registration #

001310543

Postcode

3004

Bachelor of Business

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Bryan Xu

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2026 (0 years)

Registration #

001314851

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

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Cameron Santomartino

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001312492

Postcode

3000

Bachelor of CommerceFPC001B Economic and legal context for financial planningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Dawoud

ASVW FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001317489

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darcy O'Connor

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2026 (0 years)

Registration #

001317025

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Dorje Tshering Gurung

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001309236

Postcode

3004

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ivan Christopher Lee

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2026 (0 years)

Registration #

001316865

Postcode

3004

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Lewis Mitchell

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001317269

Postcode

3000

Bachelor of CommerceFPE020 SMSF Regulation and TaxationSMSF Specialist Advisor (SSA)FPE011 Debt Strategies

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Jackson Powderly

VERSE WEALTH LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316585

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tal Meretz

EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD

Not Registered

Experience

Since 2026 (0 years)

Registration #

001317338

Postcode

3004

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Toby Adam Brown

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Registered

Experience

Since 2026 (0 years)

Registration #

001316866

Postcode

3004

Bachelor of Banking and Finance (Major: Accounting)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Charles Fisher

CAMERON HARRISON PRIVATE PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316116

Postcode

3000

Bachelor of CommerceEconomic and Legal Context for Financial PlanningTaxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Yanyu Zhao

FIRST FINANCIAL PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001307769

Postcode

3000

Bachelor of Medical ScienceMaster of FinanceFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Bozic

JBWERE LTD

Not Registered

Registration #

001313614

Postcode

3000

Bachelor of Commerce (Economics & Finance)Foreign Exchange Accredited CourseGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Adam Drakos

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Not Registered

Registration #

001316714

Postcode

3008

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

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Alen Zulic

EVANS AND PARTNERS PTY. LTD.

Not Registered

Registration #

001316503

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Alex Peter Christodoulias

CANACCORD GENUITY FINANCIAL LIMITED

Not Registered

Registration #

001311241

Postcode

3000

Bachelor of FinanceGraduate Diploma of Financial PlanningFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander John Grieb Devonshire

AKUMIN FINANCIAL PLANNING PTY LIMITED

Not Registered

Registration #

001317855

Postcode

3004

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Green

BR ADVICE PTY LTD

Not Registered

Registration #

001314814

Postcode

3000

Bachelor of Business (Accounting)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew John Aylward

KEEP WEALTH PARTNERS PTY LTD

Not Registered

Registration #

001319112

Postcode

3000

Graduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aurora Walker

SHADFORTH FINANCIAL GROUP LIMITED

Not Registered

Registration #

001318917

Postcode

3000

Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationSMSF Specialist Advisor

SuperannuationLife InsuranceLife Investment

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Beau Borg

PERPETUAL TRUSTEE COMPANY LIMITED

Not Registered

Registration #

001317708

Postcode

3000

Graduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Blake Adrian Henderson

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.

Not Registered

Registration #

001317741

Postcode

3000

CommerceFinancial Advice Association of Australia (FAAA)

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Brenton Roy Ebinger

FIRST FINANCIAL PTY LTD

Not Registered

Registration #

001318477

Postcode

3000

Bachelor of Business (Management)Bachelor of Business (Financial Planning)LAW2442 Commercial LawLAW2453 Taxation 1

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carla Ornsby

JBWERE LTD

Not Registered

Registration #

001314701

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Catherine Bronts

NATIONAL AUSTRALIA BANK LIMITED

Not Registered

Registration #

001318955

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

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Cathleen Mary Armstrong

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Not Registered

Registration #

001318296

Postcode

3004

Bachelor of Business (Banking and Finance/Financial Risk Management)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Charlie Thomas Millar

JBWERE LTD

Not Registered

Registration #

001318270

Postcode

3000

Bachelor of Business (Banking & Finance)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Colin Fernandes

GUIDEWAY FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001316179

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Connor James Lavery

WISDOM WEALTH PTY LTD

Not Registered

Registration #

001316990

Postcode

3000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Connor James Lavery

WISDOM WEALTH PTY LTD

Not Registered

Registration #

001316990

Postcode

3000

Bachelor of Business (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Cefala

KYCU FINANCIAL PLANNING PTY LTD

Not Registered

Registration #

001320392

Postcode

3000

Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darcy Jasper Cleeve

KODA CAPITAL PTY LTD

Not Registered

Registration #

001313481

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Douglas Picken

JBWERE LTD

Not Registered

Registration #

001315773

Postcode

3000

Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Chartered Alternative Investment AnalystMaster of Business AdministrationDiploma of Financial Markets

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Elyse Davidson

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Not Registered

Registration #

001314815

Postcode

3000

Bachelor of CommerceMaster of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Gareth Bedlington Rowland

JBWERE LTD

Not Registered

Registration #

001312374

Postcode

3000

Bachelor of Business (Financial Planning)Taxation for Financial Planning (standalone subject)

SuperannuationSecuritiesGovernment Debentures

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George Parsons

EVANS AND PARTNERS PTY. LTD.

Not Registered

Registration #

001318794

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Grant Williams

EVANS AND PARTNERS PTY. LTD.

Not Registered

Registration #

001316507

Postcode

3000

Bachelor Degree Banking and Finance SpecialisationBachelor Degree Business Major & HR MinorGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Hamish Hill

EVANS AND PARTNERS PTY. LTD.

Not Registered

Registration #

001313500

Postcode

3000

LAW2442Bachelor of Business (Financial Planning)TFA Tax for Financial Advising

SecuritiesGovernment Debentures

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Harrison Lewis

GUIDEWAY FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001316178

Postcode

3000

Bachelor of Banking and FinanceGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jack Broadbent

BLUE ROCK INVESTMENTS (MELB) PTY LTD

Not Registered

Registration #

001309169

Postcode

3000

Bachelor of Commerce (Accounting) & Bachelor of FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Jack James Peacock

KYCU FINANCIAL PLANNING PTY LTD

Not Registered

Registration #

001318733

Postcode

3000

Bachelor of Commerce (majoring in Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jarred Boniek

OREANA FINANCIAL SERVICES PTY LTD

Not Registered

Registration #

001316718

Postcode

3000

Bachelor of BusinessMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Jeremiah Fawkner

BYRON CAPITAL PTY LTD

Not Registered

Registration #

001318995

Postcode

3000

Bachelor of Business (Financial Planning)Master of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Mollica

COUNT FINANCIAL LIMITED

Not Registered

Registration #

001316411

Postcode

3000

Bachelor of Business (Financial Planning and Accountancy)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jiaqi Zhong

INDUSTRY FUND SERVICES LIMITED

Not Registered

Registration #

001308076

Postcode

3000

Master of International Business (Marketing)Client Engagement SkillsEconomic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joel David Galenda

APT WEALTH PARTNERS PTY LTD

Not Registered

Registration #

001319663

Postcode

3000

Bachelor of Commerce (Economics and Finance)Economic and Legal Context for Financial Planning (FPC001B)Taxation for Financial Planning (FPC006)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Joseph Daniel Galati

NATIONAL AUSTRALIA BANK LIMITED

Not Registered

Registration #

001318513

Postcode

3000

Graduate Diploma of Financial Planning

Foreign Exchange

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Ka Ching Cheung

BONGIORNO WEALTH MANAGEMENT PTY LTD

Not Registered

Registration #

001316078

Postcode

3004

Bachelor Of Commerce (Accounting And Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Kelly Jackman

BELL POTTER SECURITIES LIMITED

Not Registered

Registration #

001318856

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Lachlan Connor England

NATIONAL PLANNING PARTNERS PTY LTD

Not Registered

Registration #

001318416

Postcode

3004

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan Peter Longmire

CARESUPER ADVICE PTY LTD

Not Registered

Registration #

001313635

Postcode

3000

Advanced Diploma of Paraplanning FNS60920Graduate Diploma of Financial Planning

Superannuation

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Lachlan Stewart Purdy Tom

KYCU FINANCIAL PLANNING PTY LTD

Not Registered

Registration #

001320390

Postcode

3000

Bachelor of Commerce (Banking and Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Liana Rumberg

NATIONAL AUSTRALIA BANK LIMITED

Not Registered

Registration #

001318952

Postcode

3000

Bachelor of CommerceBachelor of FinanceChartered AccountantGraduate Diploma of Financial Planning

Foreign Exchange

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Marcus William Boadle

AKUMIN FINANCIAL PLANNING PTY LIMITED

Not Registered

Registration #

001317602

Postcode

3004

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marleine Attallah

FINDEX ADVICE SERVICES PTY LTD

Not Registered

Registration #

001317753

Postcode

3000

Bachelor of AccountingGraduate Diploma Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew John Zecchin

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Not Registered

Registration #

001318333

Postcode

3004

Bachelor of BusinessGraduate Diploma of Financial Planning

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Matthew O'Brien

VIRIDIAN ADVISORY PTY LTD

Not Registered

Registration #

001316224

Postcode

3000

Graduate Diploma of Financial PlanningSMSF Regulation and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Milli Reo Russell

RASK LICENSING PTY LTD

Not Registered

Registration #

001319121

Postcode

3000

Bachelor of Commerce- Major: Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mitchell Peter Calleja

FIRST FINANCIAL PTY LTD

Not Registered

Registration #

001319612

Postcode

3000

Bachelor of Business (Financial Planning)Law2442 Commercial LawLaw2453 Taxation 1Certificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Natarsha Scott

ENDEAVOR ASSET MANAGEMENT PTY. LTD.

Not Registered

Registration #

001316766

Postcode

3004

Bachelor of Commerce (Financial Planning, Finance, Management)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Nicholas Edward Stanley

KODA CAPITAL PTY LTD

Not Registered

Registration #

001306352

Postcode

3000

Bachelor of CommerceGRADUATE DIPLOMA OF FINANCIAL PLANNING

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nicholas Harrison

EVANS AND PARTNERS PTY. LTD.

Not Registered

Registration #

001317492

Postcode

3000

Bachelor of Commerce (major accounting, minor finance)TAX: CACC1503 Tax (AU)Graduate Diploma of Chartered AccountingFPC001B: Economic and Legal Context for Financial Planning

SecuritiesGovernment Debentures

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Nicholas Peter Minniti

LIFEWEALTH PTY LTD

Not Registered

Registration #

001318018

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Oliver Liam Bowley

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001318840

Postcode

3000

Bachelor of BusinessGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Oliver Terry

RI ADVICE GROUP PTY LTD

Not Registered

Registration #

001319839

Postcode

3000

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentRSA Products

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Oliver Zalakos

KYCU FINANCIAL PLANNING PTY LTD

Not Registered

Registration #

001320391

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Owen Raszkiewicz

RASK LICENSING PTY LTD

Not Registered

Registration #

001280931

Postcode

3000

Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementChartered Financial Analyst Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Deltiglio

FIRST FINANCIAL PTY LTD

Not Registered

Registration #

001315947

Postcode

3000

Bachelor of Business (Economics and Finance) (Applied)FPC001B Economic and legal context for financial planningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Peter Robert Zamora

AHR PRIVATE WEALTH PTY LTD

Not Registered

Registration #

001319976

Postcode

3000

Bachelor of Business (Professional) Major in Accounting and Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Pierce Walker

HEWISON & ASSOCIATES PTY. LTD.

Not Registered

Registration #

001320126

Postcode

3004

Bacherlor of Business (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Qihui Huang

ORD MINNETT LIMITED

Not Registered

Registration #

001312362

Postcode

3000

Graduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Riley James Ghent

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001312485

Postcode

3000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Rose Duddy

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Not Registered

Registration #

001310450

Postcode

3000

Graduate Diploma of Financial Planning

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Ryan Copeland

AHR PRIVATE WEALTH PTY LTD

Not Registered

Registration #

001314926

Postcode

3000

Ethics and Professionalism in Financial AdviceM300 Bachelor of Commerce

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Ryan Jay Mclean

FIRST FINANCIAL PTY LTD

Not Registered

Registration #

001317470

Postcode

3000

Bachelor of Business (major in Banking and Finance)FPC001B Economic and legal context for financial planningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sabrina Siew Siew Teo

WEALTH 23 DEALER GROUP SERVICES PTY LTD

Not Registered

Registration #

001314740

Postcode

3004

Bachelor of Business (Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Savita Kaur

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Not Registered

Registration #

001315508

Postcode

3000

Bachelor of CommerceFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sebastian Darcy Davies

MORGANS FINANCIAL LIMITED

Not Registered

Registration #

001317814

Postcode

3000

Bachelor of Commerce

SecuritiesGovernment Debentures

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Sebastian Patamisi

MACQUARIE BANK LIMITED

Not Registered

Registration #

001319781

Postcode

3000

BP313 Bachelor of Business (Financial Planning) / Bachelor of Business (Accountancy)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shivang Jaymal Bodaji

3P WEALTH PTY. LTD.

Not Registered

Registration #

001313214

Postcode

3004

Bachelor of Management Studies (Finance)Master of Banking and FinanceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stephen Hearn

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Not Registered

Registration #

001317477

Postcode

3004

Bachelor of BusinessGraduate Diploma of Financial Planning

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Thomas Hatt

EVANS AND PARTNERS PTY. LTD.

Not Registered

Registration #

001314817

Postcode

3000

Bachelor of CommerceGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Timothy David Kollmorgen

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

Not Registered

Registration #

001318761

Postcode

3008

Bachelor of Business (Financial Planning)Bachelor of Business (accountancy)Financial Advice Association of Australia (FAAA)

SuperannuationSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Tom Harris

BELL POTTER SECURITIES LIMITED

Not Registered

Registration #

001319722

Postcode

3000

Graduate Diploman of Financial Planning

SecuritiesGovernment Debentures

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Whitnie Jeeves

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Not Registered

Registration #

001310561

Postcode

3000

Graduate Diploma of Financial Planning

Is this you? Claim this listing →