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1740 verified financial advisers

Financial Advisers in Melbourne, VIC

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

Verifying registration and authorisations

Every financial adviser shown for Melbourne, Victoria is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 1740 results

Jeff Swan★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1963 (63 years)
Registration #
001005898
Postcode
3000
📞 1300 847 434🌐 Website
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
RegisteredTax Advice ✓
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 1974 (52 years)
Registration #
001008845
Postcode
3000
📞 (03) 9614 8899🌐 Website
Diploma of Financial PlanningPS146
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Charles Holmes Clark★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1981 (45 years)
Registration #
000419588
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceCPA Australia (CPA)
SecuritiesGovernment Debentures
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Nicholas Mark Tunbridge★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 1981 (45 years)
Registration #
000260830
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 4.8 (12 reviews)

WPP LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Commerce, House Suite 6/26/28 Commerce Dr, Robina QLD 4226
Experience
Since 1982 (44 years)
Registration #
000247599
Postcode
3000
📞 (07) 5593 0005🌐 Website
Dip Financial Planning (CFP)SMSF Specialist AdviserSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Weir Journeaux★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
001006044
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
001006331
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1983 (43 years)
Registration #
000231044
Postcode
3000
📞 1800 501 204🌐 Website
Diploma of Financial PlanningCertified Financial Planner (CFP)Master of BusinessAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Bernard O'Connor★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
Registered
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 1984 (42 years)
Registration #
000310661
Postcode
3000
📞 (03) 9602 3233🌐 Website
Accredited Derivatives AdviserRisk ManagementMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dominic Alafaci★★★★ 4.4 (32 reviews)

COLLINS HOUSE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 13/90 Collins St, Melbourne VIC 3000
Experience
Since 1984 (42 years)
Registration #
001005850
Postcode
3000
📞 (03) 9629 6922🌐 Website
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
📍 6/90 Collins St, Melbourne VIC 3000
Experience
Since 1984 (42 years)
Registration #
000227056
Postcode
3000
📞 (03) 9663 3344🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1984 (42 years)
Registration #
001005828
Postcode
3000
📞 (02) 8216 6300🌐 Website
ASX AFFILIATE MEMBERSHIP EXAMINATIONACCREDITED DERIVATIVES ADVISER LEVEL 2SUPERANNUATION ACCREDITATIONMARGIN LENDING ACCREDITATION PROGRAM
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Allen David Hart★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 1985 (41 years)
Registration #
000250838
Postcode
3004
📞 (07) 5574 0244
Diploma of Financial Planning (8 units)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Christopher Kelly★★★★★ 4.9 (7 reviews)

ONEFOCUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 24/530 Collins St, Melbourne VIC 3000
Experience
Since 1985 (41 years)
Registration #
000296416
Postcode
3000
📞 (03) 9861 6100🌐 Website
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★★★★★ 4.6 (9 reviews)

RED ASSET MANAGEMENT PTY LTD
Registered
📍 Av. Cidade Jardim, 400 - 14º andar - Jardim Europa, São Paulo - SP, 01454-000, Brazil
Experience
Since 1985 (41 years)
Registration #
001001586
Postcode
3000
📞 (11) 3038-5800🌐 Website
Bachelor of Commerce & AdministrationAssociate Chartered AccountantDiploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Douglas Ferguson★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
001006022
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of CommerceAccredited Derivatives Adviser Level 2 ExamSDIA Accreditation ProgramSuperannuation Module
SecuritiesDerivativesGovernment Debentures
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Gavin Paul Randles★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
000298595
Postcode
3000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level TwoMargin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Jeanette Marie Brookes★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
001005958
Postcode
3000
📞 (02) 9238 1238🌐 Website
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★★ 2 (4 reviews)

CONVERA AUSTRALIA PTY LTD
Registered
📍 Level 12/1 Margaret St, Sydney NSW 2000
Experience
Since 1985 (41 years)
Registration #
001005201
Postcode
3000
📞 1800 720 816🌐 Website
Bachelor of CommerceBachelor of CommerceMBADiploma of Financial Services (Financial Planning)
DerivativesForeign Exchange
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Richard Sinclair★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1985 (41 years)
Registration #
001005506
Postcode
3000
📞 (03) 9906 5000🌐 Website
Professional Diploma in Stockbroking
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Anthony Ivan Baum★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
Registered
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001002167
Postcode
3000
📞 (03) 9629 1100🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001001949
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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Jim Zagoudis★★★★★ 5 (3 reviews)

NFP GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 13/90 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
000237714
Postcode
3000
📞 (03) 9504 3878🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001001903
Postcode
3000
📞 (03) 9256 8700🌐 Website
Level 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Robert Craig Agnew★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001245277
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of EconomicsParaplanning CourseAccredited Derivatives AdviserInvestment Planning 1
SecuritiesDerivativesGovernment Debentures
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Andrew Dean Wallis

HEALTH PROFESSIONALS PLUS PTY LTD
RegisteredTax Advice ✓
📍 415-416 Beach Rd, Beaumaris VIC 3193
Experience
Since 1987 (39 years)
Registration #
000259122
Postcode
3000
📞 (03) 9589 0090
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001006305
Postcode
3000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001004335
Postcode
3000
📞 1300 309 618🌐 Website
341101306323Bachelor of CommerceGraduate Diploma in Applied Finance and Investments
SecuritiesDerivativesGovernment Debentures
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Christopher Voigt★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001005354
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeFinancial Services Institute of Australasia (FINSIA)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Colin James Taylor★★ 2 (1 reviews)

ASSETPLAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 7/488 Bourke St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
000235897
Postcode
3000
📞 (03) 9670 8338🌐 Website
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
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
000229685
Postcode
3000
📞 (03) 9909 7018🌐 Website
Bachelor of Business (Finance)Diploma in Applied Finance and InvestmentFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Donald Mcnab

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
000302160
Postcode
3000
📞 (03) 8621 8400🌐 Website
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
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
000302160
Postcode
3000
📞 (03) 8621 8400🌐 Website
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★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 1987 (39 years)
Registration #
000230737
Postcode
3100
📞 (03) 9587 9747🌐 Website
Bachelor DegreeGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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George Andrew Krithis★★★★★ 5 (2 reviews)

D F S ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 179 Queen St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
000236698
Postcode
3000
📞 (03) 9658 6700🌐 Website
Bachelor of Business (Accountancy)CPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Check ASIC Register ↗
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Grant Cashin★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001005469
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001005819
Postcode
3000
📞 (03) 9242 4000🌐 Website
ADA2Professional Diploma in StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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Katrina Louise Tull★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001004403
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of EconomicsDiploma of Applied FinanceADA 2TASACL Commercial Law
SecuritiesDerivativesGovernment Debentures
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Michael John Reynolds★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
000247591
Postcode
3000
📞 1300 134 187🌐 Website
Risk Management & Insurance PlanningRetirement PlanningInvestment PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Mark Voglis★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001001957
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentRMIT / SDIA Superannuation ModuleMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Run Meretz★★★★★ 5 (1 reviews)

EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Suite 1/11 Queens Rd, Melbourne VIC 3004
Experience
Since 1987 (39 years)
Registration #
000267232
Postcode
3004
📞 (03) 9820 8666🌐 Website
Advanced DiplomaSMSF Association Member
SuperannuationLife InsuranceLife Investment
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Sarah Robinson (Mcdonald)★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1987 (39 years)
Registration #
001005251
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (232 reviews)

CERTUS FSL PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001000560
Postcode
3000
🌐 Website
Diploma of Business Studies AccountingDiploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Timothy John Donohue★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1987 (39 years)
Registration #
000226105
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of EconomicsCertified Practicing AccountantCertified Practicing Accountants Program8 units Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Joseph Mccarthy★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1988 (38 years)
Registration #
001001877
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 1988 (38 years)
Registration #
000271677
Postcode
3000
📞 (03) 9209 9777🌐 Website
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★★★★★ 5 (1 reviews)

DOLPHIN PARTNERS PTY LTD
Registered
📍 Suite 301/130 Little Collins St, Melbourne VIC 3000
Experience
Since 1988 (38 years)
Registration #
000268172
Postcode
3000
📞 (03) 9982 8500🌐 Website
graduate diploma of applied financeSuperannuationAcc Derivatives Adviser Level 1Margin Lending Accreditation
SuperannuationSecuritiesDerivatives
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Paul Edward Galwey★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
000468636
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessBachelor of BusinessFellow of Institute of Chartered AccountantsCertified Financial Planner
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Boyd Carter★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
001255981
Postcode
3000
📞 (02) 9238 1238🌐 Website
Insurance and Risk ProtectionSecuritites and Manged InvestmentsDiploma of Financial PlanningFINSIA
Superannuation
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David Mark Summers★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1989 (37 years)
Registration #
001004401
Postcode
3000
📞 1300 309 618🌐 Website
The Securities Institute Australia 8-unit Diploma CourseRG146ADA 2Foreign Exchange
SecuritiesGovernment DebenturesForeign Exchange
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John Raymond Woods

WOODS & PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 6/90 Collins St, Melbourne VIC 3000
Experience
Since 1989 (37 years)
Registration #
000227058
Postcode
3000
📞 (03) 9663 3344🌐 Website
Bachelor of EducationDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Peter John Foster★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1989 (37 years)
Registration #
000268094
Postcode
3000
📞 (02) 9238 1238🌐 Website
Diploma in Financial MarketsGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoSuperannuation
SuperannuationDerivatives
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Peter Thomas Antonie★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 1989 (37 years)
Registration #
001001714
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of BusinessGraduate DiplomaEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesRSA Products
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Christopher Paul Jensen★★★★★ 5 (11 reviews)

JFP ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 76 Ernest St, South Brisbane QLD 4101
Experience
Since 1990 (36 years)
Registration #
000273571
Postcode
3000
📞 (07) 3012 0100🌐 Website
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
RegisteredTax Advice ✓
📍 53 A'Beckett St, Melbourne VIC 3000
Experience
Since 1990 (36 years)
Registration #
000231079
Postcode
3000
📞 (03) 9663 9595🌐 Website
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★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1990 (36 years)
Registration #
000250706
Postcode
3004
📞 1800 455 118🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1990 (36 years)
Registration #
001005530
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 5 (6 reviews)

TOWNSEND COBAIN PTY LTD
RegisteredTax Advice ✓
📍 Level 16/390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1990 (36 years)
Registration #
000433464
Postcode
3004
📞 (03) 9975 7208🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1990 (36 years)
Registration #
001002400
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001247216
Postcode
3000
📞 (02) 8114 2222🌐 Website
Accredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Alistair Douglas David Ogilvie★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
000268136
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking
Derivatives
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Gary Lee Suckling★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
001005773
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessAccredited Derivatives Adviser Level 1 ExamSDIA Accreditation Program AssessmentSuperannuation Module
SuperannuationSecuritiesDerivatives
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Geoff Oaten★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1991 (35 years)
Registration #
001005227
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 1991 (35 years)
Registration #
000293637
Postcode
3000
📞 (02) 7238 4192🌐 Website
Bachelor DegreeGraduate DiplomaCFPFamily Business Association (FBA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Anthony Frolley★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1991 (35 years)
Registration #
001001488
Postcode
3000
📞 (03) 9256 8700🌐 Website
Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Neil Andrew Singleton★★★★★ 4.9 (53 reviews)

MONEYPLAN AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 22B/80 Keilor Rd, Essendon North VIC 3041
Experience
Since 1991 (35 years)
Registration #
000230738
Postcode
3000
📞 (03) 9374 1133🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1991 (35 years)
Registration #
001001143
Postcode
3000
📞 (03) 9256 8700🌐 Website
Level 1 & 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Ben Morrissey★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
000268130
Postcode
3000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
001257403
Postcode
3000
📞 (03) 9909 7018🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
000250008
Postcode
3000
📞 (03) 9209 9777🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningASX Listed Products AccreditationAccredited Estate Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frank Tsirigotis★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 1992 (34 years)
Registration #
000245268
Postcode
3000
📞 (07) 5574 0244
Bachelor of Business (Accounting)Diploma of Financial PlanningSelf Managed Super Fund CourseASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Edward Dudley★★★★★ 5 (1 reviews)

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 SE 12.02/L12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1992 (34 years)
Registration #
000230568
Postcode
3004
📞 (03) 9867 2511🌐 Website
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★★★★ 3.8 (4 reviews)

JBS FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
000250844
Postcode
3000
📞 (03) 8677 0688🌐 Website
Certified Financial PlannerSelf Managed Super Fund CourseASX SecuritiesFellow Charter Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph Vitale★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 1992 (34 years)
Registration #
000237786
Postcode
3004
📞 (02) 9252 2000🌐 Website
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★★★★★ 4.7 (47 reviews)

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Registered
📍 Ground Floor/1 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
001001294
Postcode
3000
📞 (03) 9650 3722🌐 Website
Certified Practising AccountantLaw DegreeChartered Tax AdvisorFinancial Planning
SuperannuationGovernment Debentures
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Nathan Haslem★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001005150
Postcode
3000
📞 (02) 9238 1238🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
001004326
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of BusinessASIC PS146ADA 1&2TASACL Commercial Law
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Sascha Krummrey★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1992 (34 years)
Registration #
000342306
Postcode
3000
📞 1300 847 434🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001005306
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001005164
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsPostgraduate Diploma in FinanceGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Anthony Mark Nuccio★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001003185
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
📍 3/20 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001002175
Postcode
3000
📞 (03) 9235 1222🌐 Website
Certificate in Financial MarketsNYSE General Securities Representative Series 7Graduate Diploma Applied Finance and Investment
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Damian Peter Robinson★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001248515
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1993 (33 years)
Registration #
000419585
Postcode
3000
📞 (07) 3334 4888🌐 Website
Certificate in Financial MarketsSDIA Accreditation ProgramMargin Lending & Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
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Mark Gerard Majella Davies★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL PLANNING PTY LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1993 (33 years)
Registration #
000419585
Postcode
3000
📞 (07) 3334 4888🌐 Website
Certificate in Financial MarketsSDIA Accreditation ProgramMargin Lending & Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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Mark Paul Mclennan

REDGUM WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 13/520 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
000236790
Postcode
3000
📞 (03) 9629 6611🌐 Website
Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningMaster of Applied Finance and InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Noel Hazeldine★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
000284191
Postcode
3000
📞 (02) 8280 5000🌐 Website
Advanced Diploma of Financial Services (Financial Planning)(FNB60402)Diploma of Financial Services (Financial Planning)(FNB50802)Financial Advice Association of Australia (FAAA)
Superannuation
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Robert Spencer Clarke★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001001140
Postcode
3000
📞 (03) 9256 8700🌐 Website
ASX Accredited Derivatives AdviserSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Robert Teal★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001005299
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
📍 3/20 Collins St, Melbourne VIC 3000
Experience
Since 1993 (33 years)
Registration #
001236610
Postcode
3000
📞 (03) 9235 1222🌐 Website
PS146Margin Lending & Geared InvestmentsADA Level 1ADA Level 2
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Vaughan James★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001005166
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Economics (Economics)Margin Lending Accreditation
SuperannuationSecuritiesDerivativesRSA Products
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Ben Mcgrath★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
001005333
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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David Martin Raits★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000246602
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of BusinessCertified Practising Accountant (CPA)ASX Listed Products Accreditation CourseMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Enzo Salvatore★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001004761
Postcode
3000
📞 (02) 8114 2222🌐 Website
Bachelor of EconomicsMargin Lending & Geared InvestmentsForeign ExchangeAccredited Derivatives Adviser Level 1
SecuritiesGovernment DebenturesForeign Exchange
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Geoffrey Lloyd★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001003644
Postcode
3000
📞 (02) 9238 1238🌐 Website
SupperannuationAccredited Derivatives Adviser Level TwoMargin Lending and Geared InvestmentsBachelor of Business (Financial Planning)
SuperannuationSecuritiesDerivativesRSA Products
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Ian Alexander Johnston★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001006172
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Banking & Finance)Diploma of Financial PlanningMARGIN LENDING ACCREDITATION PROGRAM
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Ian Richmond Warner★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005454
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor Of EconomicsDiploma of Financial PlanningCertified Financial PlannerACCREDITED DERIVATIVES ADVISER LEVEL 1
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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James Martin

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000231066
Postcode
3000
📞 1300 663 334🌐 Website
Bachelor of EconomicsDiploma of Financial Planning (DFP1-8)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Stuart Cameron★★★★★ 5 (1 reviews)

MCFARLANE CAMERON PTY LTD
Registered
📍 1/1175 Toorak Rd, Camberwell VIC 3124
Experience
Since 1994 (32 years)
Registration #
001002429
Postcode
3000
📞 (03) 9006 6980🌐 Website
Bachelor of Business Banking & FinanceMaster of Business AdministrationSecurities & Derivatives Industry Association Accreditation ProgramASIC Policy 146 Statement Tier 1 Superannuation
Securities
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Jason Galea

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 1994 (32 years)
Registration #
000263937
Postcode
3000
📞 1800 062 134🌐 Website
Bachelor of BusinessGraduate Diploma of Applied Investment and FinanceDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeffrey Darren Mclachlan

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1994 (32 years)
Registration #
000281719
Postcode
3000
📞 (02) 6249 1555
Bachelor of BusinessDiploma of Financial Planning (DFP 1-8)RG146 Provide advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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John Stuart Fredersdorff★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
001001487
Postcode
3000
📞 (03) 9256 8700🌐 Website
Level 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Kurt Francis Smyth

REDGUM WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 13/520 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
000229686
Postcode
3000
📞 (03) 9629 6611🌐 Website
Certificate in Financial MarketsGraduate Diploma of Applied Finance and InvestmentPS146 Gap TrainingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Verify ABN ↗ Check ASIC Register ↗
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Marc Philip Cuming★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001238360
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments
SecuritiesDerivatives
Check ASIC Register ↗
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Marshall Biggins★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
001005058
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 2
SecuritiesDerivativesGovernment Debentures
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Nicholas Joseph Batrouney★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005943
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of EconomicsGeneral Securities Representatives (Series 7) ExaminationSDIA Accreditation Program AssessmentSuperannuation Module
SecuritiesDerivativesGovernment Debentures
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Paul Lyons★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005731
Postcode
3000
📞 (02) 9775 2600🌐 Website
SDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Peter Blassis★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
000294088
Postcode
3000
📞 1300 653 097🌐 Website
Bachelor of ArtsPost Graduate Diploma of Public Policy with ThesisDiploma of Financial AdvisingSelf Managed Super Funds
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Peter Blassis

MBS ADVICE LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 1994 (32 years)
Registration #
000294088
Postcode
3000
📞 1300 100 722🌐 Website
Bachelor of ArtsPost Graduate Diploma of Public Policy with ThesisDiploma of Financial AdvisingSelf Managed Super Funds
SuperannuationLife Insurance
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Philippa Jayne Weekley★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
001006383
Postcode
3000
📞 (03) 9242 4000🌐 Website
ADA1ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking
SecuritiesDerivativesGovernment Debentures
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Ralph Adrian Wilson

STERLING PRIVATE GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level1, Suite 38/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1994 (32 years)
Registration #
000304195
Postcode
3004
📞 (03) 9975 7200🌐 Website
Diploma Of Businessbachelor of BusinessCPA Public Practice CertificateCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Robert Norman Denton★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
000335943
Postcode
3000
📞 (03) 9256 8700🌐 Website
ADA1ADA2ASIC PS146 Compliance (Securities and Managed Investments)RMIT/SDIA Superannuation Module
SuperannuationSecuritiesDerivativesGovernment Debentures
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Stephen Joseph Emmerson★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001006007
Postcode
3000
📞 (02) 8216 6300🌐 Website
Accredited Derivatives Adviser Level 1 ExamSecurities & Derivatives Industry AssociationSuperannuation ModuleMargin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Stewart Barrie Firth★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 1994 (32 years)
Registration #
000250704
Postcode
3004
📞 1800 455 118🌐 Website
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Vincenzo Novelli★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005797
Postcode
3000
📞 (02) 8216 6300🌐 Website
Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Zoya Cernavin★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005986
Postcode
3000
📞 (02) 9238 1238🌐 Website
Master of Business AdministrationMargin Lending AccreditationProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesRSA Products
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Alison Foenander

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1995 (31 years)
Registration #
000423975
Postcode
3000
📞 (02) 6249 1555
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
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Anthony James Armstrong

BOAG ASSET MANAGEMENT PTY LTD
Registered
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001270756
Postcode
3000
📞 (03) 9959 9872🌐 Website
Bachelor of Business Economics & FinanceRG146
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Anthony Joseph Nichol★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001006447
Postcode
3000
📞 (02) 8365 8300🌐 Website
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chad Brendish★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005956
Postcode
3000
📞 (02) 9775 2600🌐 Website
Diploma of Financial PlanningMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level 2 ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Charley Wang★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001009125
Postcode
3000
📞 (03) 9256 8700🌐 Website
Graduate Diploma of Applied Finance and InvestmentADA Level Two re-accreditationGeneral Securities Representative ( Series 7) ExamMaster of Applied Finance
SecuritiesDerivativesGovernment DebenturesRSA Products
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David Mattner★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005196
Postcode
3000
📞 (02) 8232 3333🌐 Website
Master of Business AdministrationInvestment Planning 1Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
SuperannuationSecuritiesGovernment Debentures
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David Wansbrough★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001004405
Postcode
3000
📞 1300 309 618🌐 Website
14283381Bachelor of BusinessGraduate Diploma in Financial Planning (Historical SIA / FINSIA)
SecuritiesDerivativesGovernment Debentures
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James Hufton★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001005476
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce8 unit Diploma of Financial PlanningCertified Financial PlannerChartered Accountant (CA) Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Jarrod Palmer Broadbent★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001005339
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of Commerce (major in Accounting) and a Bachelor of LawAccredited Margin lending adviserRG146Superannuation RG146
SuperannuationSecuritiesDerivativesGovernment Debentures
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Jesmond William Azzopardi★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005617
Postcode
3000
📞 1300 732 266🌐 Website
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
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Joseph Di Fede★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001004851
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Business (Accounting)Certified Financial PlannerDiploma of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mark Peters★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1995 (31 years)
Registration #
001005236
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Economics (Honours Degree)Master of EconomicsEthics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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Matthew Sonnemann★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1995 (31 years)
Registration #
001005285
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsAccredited Derivatives AdviserGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Nicholas Pike★★★★★ 5 (1 reviews)

PPN WEALTH PTY LTD
RegisteredTax Advice ✓
📍 570 Bourke St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001000902
Postcode
3000
📞 (03) 8679 4155🌐 Website
Bachelor of Business(Banking & Finance)RG 146Ethic and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Perry Julian Rosenzweig★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001001893
Postcode
3000
📞 (03) 9256 8700🌐 Website
Graduate Diploma in Applied Finance & InvestmentAccredited Derivatives Adviser Level 2SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Rowan Gray Fell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001001609
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleASX Accredited Derivatives Adviser Level 2Margin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Anthony Michael Neasmith★★★★★ 5 (1 reviews)

DOLPHIN PARTNERS PTY LTD
Registered
📍 Suite 301/130 Little Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000268133
Postcode
3000
📞 (03) 9982 8500🌐 Website
Diploma Financial PlanningAcc Derivitives Adviser Level 2Margin Lending AccreditationProfessional Dip Stock Broking
SuperannuationSecuritiesDerivatives
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Antoinette Elizabeth Bongiorno★★★★★ 4.8 (45 reviews)

BONGIORNO FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1996 (30 years)
Registration #
000250847
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of CommerceBachelor of LawsDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ben Sutton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001005841
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of EconomicsADA2Margin LendingMaster of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Christopher Nicholas★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000376670
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Accounting)Certified Practicing AccountantCertified Practising AccountantCPA Australia (CPA)
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Don Anton Prasanna Wickramatunge★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001001378
Postcode
3000
📞 (02) 8114 2222🌐 Website
Master of Business AdministrationChartered Financial AnalystDiploma of Financial Services (Financial Planning)Margin Lending Accreditation Program
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Francesco Tigani★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001002013
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
Superannuation
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Gayle Dawn Wilson

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001004055
Postcode
3000
📞 1300 275 813🌐 Website
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Hamish Lindeman★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001005470
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate DiplomaEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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Jack Ettia

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Lev 9/360 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000239751
Postcode
3000
📞 (03) 9649 7611🌐 Website
Diploma of InsuranceCertified Financial PlannerDiploma of Financial PlanningSelf Managed Super Fund Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason King★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000341744
Postcode
3000
📞 1300 847 434🌐 Website
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Blangiardo

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000242271
Postcode
3000
📞 (03) 9209 9777🌐 Website
Certified Financial Planner (CFP)Diploma of Financial PlanningRG146 Margin LendingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua James Edney★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001001156
Postcode
3000
📞 (03) 9256 8700🌐 Website
Graduate Diploma of Applied Finance & InvestmentLevel 1 & 2 Accredited Derivatives AdviserGraduate Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Justin Kaufman★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
000376668
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business
SuperannuationSecuritiesDerivatives
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Marguerite Arendtsz★★★★★ 5 (47 reviews)

FINWEALTH PTY LTD
RegisteredTax Advice ✓
📍 101/434 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1996 (30 years)
Registration #
000250840
Postcode
3000
📞 1300 594 890🌐 Website
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
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Mark Evan Vignaroli★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001002317
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of Commerce (Accounting)Graduate Diploma in Applied Finance and InvestmentAccredited Estate Planning StrategistMargin Lending and Geared Investments
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Martin Roche★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001005253
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
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Michael Kendall★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001005553
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeChartered Accountants ProgramMasters DegreeChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Pasquale De Petro★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001006002
Postcode
3000
📞 (03) 9256 8700🌐 Website
Certificate in Financial MarketsAccredited Derivatives AdviserSuperannuation ModuleProfessional Diploma in Stockbroking
SecuritiesDerivativesGovernment Debentures
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Patrick Henry Campbell Edgar★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001000312
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of Social Science (Information Management)Diploma of Financial AdvisingMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Patrick Henry Campbell Edgar★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1996 (30 years)
Registration #
001000312
Postcode
3000
📞 (07) 3212 1333🌐 Website
Bachelor of Social Science (Information Management)Diploma of Financial AdvisingMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Paul Cameron Ashworth★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000291496
Postcode
3000
📞 (03) 9655 5000🌐 Website
Bachelor of EconomicsBachelor of LawsGraduate Diploma in Finance LawDiploma of Financial Services
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Paul Laurence Fox★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1996 (30 years)
Registration #
000247392
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of CommerceMaster of TaxationDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter John Magor★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001001608
Postcode
3000
📞 (03) 9256 8700🌐 Website
Diploma of Financial MarketsLevel 1 Accredited Derivatives AdviserLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Raymond Thomas Hanlen

REDGUM WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 13/520 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000226946
Postcode
3000
📞 (03) 9629 6611🌐 Website
Diploma of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerGraduate Certificate in Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Kolodziej★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000335946
Postcode
3000
📞 (03) 9256 8700🌐 Website
ASIC PS146 Compliance (Securities and Managed Investments)Level 1 Accredited Derivatives AdviserMargin Lending
SecuritiesGovernment Debentures
Check ASIC Register ↗
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Robert Sawyer Petrie★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001233567
Postcode
3000
📞 (03) 9909 5800🌐 Website
Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rochelle Jane Pattison

CHIMAERA CAPITAL LTD
RegisteredTax Advice ✓
📍 349 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001250643
Postcode
3000
📞 (03) 8614 8400🌐 Website
Bachelor of CommerceBachelor of LawDip Applied FinanceInstitute of Chartered Accountants
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rochelle Jane Pattison

CHIMAERA PRIVATE LIMITED
RegisteredTax Advice ✓
📍 349 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001250643
Postcode
3000
📞 (03) 8614 8400🌐 Website
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
RegisteredTax Advice ✓
📍 Lev 9/360 Collins St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
000302279
Postcode
3000
📞 (03) 9649 7611🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
000385893
Postcode
3004
📞 (07) 3334 4888🌐 Website
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
📍 6/90 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000227060
Postcode
3000
📞 (03) 9663 3344🌐 Website
Diploma of EducationGraduate Diploma of Business (Acc)RG146Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Allen Bloom★★★ 3 (2 reviews)

NORTHPOINT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 27575 Ferry Rd, Warrenville, IL 60555, USA
Experience
Since 1997 (29 years)
Registration #
000260839
Postcode
3004
📞 (630) 946-0800🌐 Website
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★★★ 3 (1 reviews)

WH CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 14 Simpson St, East Melbourne VIC 3002
Experience
Since 1997 (29 years)
Registration #
000242835
Postcode
3000
📞 (03) 8393 6533🌐 Website
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★★★★★ 5 (1 reviews)

HERITAGE CAPITAL GROUP PTY LTD
Registered
📍 L11/24 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001304248
Postcode
3000
📞 (03) 9453 4889🌐 Website
Bachelor of BusinessLevel 2 Derivatives AdviserCFA
SecuritiesDerivativesGovernment Debentures
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Antony Charles Green★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001006034
Postcode
3000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 1997 (29 years)
Registration #
000440963
Postcode
3000
📞 (03) 9614 8899🌐 Website
Bachelor of Economics
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Bradley Peter Jackson★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000452808
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Commerce/LawsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan James Hawe★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001001554
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001002163
Postcode
3000
📞 (03) 8623 3378🌐 Website
Bachelor of ArtsMaster of International BusinessAccredited Derivatives AdviserMargin Lending & Geared Investments
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Christopher Francis Willaton★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
Registered
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001002163
Postcode
3000
📞 (03) 9602 3233🌐 Website
Bachelor of ArtsMaster of International BusinessAccredited Derivatives AdviserMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Christopher Malcolm Dale★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001000423
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of ArtsBachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceSecuritiesGovernment Debentures
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Christopher Malcolm Dale★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
001000423
Postcode
3000
📞 (07) 3212 1333🌐 Website
Bachelor of ArtsBachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceSecuritiesGovernment Debentures
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Craig Sankey★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001244767
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005281
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Economics & Finance)Masters of Business AdministrationAccredited Derivatives Adviser Level 2Managed Investments Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Danny Tortul★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 1997 (29 years)
Registration #
001005026
Postcode
3000
📞 13 26 87🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000419589
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001006018
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsLevel Two Accredited Derivatives AdviserGraduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation
SuperannuationSecuritiesDerivativesRSA Products
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Hamish Blievers★★★★★ 5 (1 reviews)

HERITAGE CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 L11/24 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005061
Postcode
3000
📞 (03) 9453 4889🌐 Website
Financial Analysis and ValuationFinancial Markets and EconomicsSecurities Industry Law and EthicsSuperannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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James Dimos★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000308852
Postcode
3000
📞 1300 847 434🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000438313
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Banking and Finance)Bachelor of Marketing
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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John Francis Wilson★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001002397
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 18/1 Nicholson St, East Melbourne VIC 3001
Experience
Since 1997 (29 years)
Registration #
000264130
Postcode
3000
📞 (03) 9654 9797🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001002038
Postcode
3000
📞 (02) 7238 4192🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma in Applied Finance & InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Justin Daffy★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001259632
Postcode
3000
📞 13 22 65🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001006203
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Nicholas Con Paltoglou★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001003188
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of ArtsADA Level 1 & 2FPC0028 Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Paul Gavin Cochrane★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001001142
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001002363
Postcode
3000
📞 (02) 9178 0700🌐 Website
Bachelor BusinessCertified Practicing Accountant (CPA)Graduate Diploma of Financial PlanningDiploma Financial Planning FNS50611
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Henri Benveniste★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001004315
Postcode
3000
📞 1300 309 618🌐 Website
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
RegisteredTax Advice ✓
📍 Level 31, Suite 2, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
000250842
Postcode
3000
📞 1300 788 568🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001006398
Postcode
3000
📞 (03) 9256 8700🌐 Website
ADA1Graduate Diploma of Financial PlanningMargin LendingDiploma of Business
SecuritiesDerivativesGovernment Debentures
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Sean Rendal Rex Gothe★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005608
Postcode
3000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001000589
Postcode
3004
📞 (02) 9904 2792🌐 Website
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
RegisteredTax Advice ✓
📍 3/20 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005131
Postcode
3000
📞 (03) 9235 1222🌐 Website
Bachelor of CommerceBachelor of LawsFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Tiina Takolander★★★★★ 5 (6 reviews)

CARNBREA & CO. LTD.
RegisteredTax Advice ✓
📍 Level 20/90 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001003082
Postcode
3000
📞 (03) 9111 0888🌐 Website
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
RegisteredTax Advice ✓
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
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Adam Blennerhassett★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005312
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeAccredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment Debentures
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Adam John Davenport★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000247524
Postcode
3000
📞 1300 134 187🌐 Website
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation FundsEthics & Professional Standards for Financial Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adrian Rowley

WATERSHED DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 1998 (28 years)
Registration #
000338753
Postcode
3000
📞 (03) 9614 8899🌐 Website
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Shimin Boag

BOAG ASSET MANAGEMENT PTY LTD
Registered
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001270754
Postcode
3000
📞 (03) 9959 9872🌐 Website
Bachelor of CommerceGraduate Diploma in Financial PlanningMaster of Business Administration (Executive)
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Alistair Scott Carmichael★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
Registered
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001004571
Postcode
3000
📞 (03) 8651 2600🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001003556
Postcode
3000
📞 1300 138 138🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005884
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005327
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Accounting/Information Systems)Certified Financial Planner8 unit Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Anthony Picone

STEWARD WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Safe Deposit Building, L5/90 Queen St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001001230
Postcode
3000
📞 (03) 9975 7070🌐 Website
Bachelor of Business (Accounting)Diploma In Financial PlanningASX Derivatives 1 AccreditationSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Arthur Roe★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000246127
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001002177
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of BusinessDiploma of Financial PlanningCFP ProgrammeEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesRSA Products
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Bryce Ian Appleton★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001004516
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningADA Level 1Professional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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Campbell Adam Thompson★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005565
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001243012
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Business in Banking and FinanceMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking
Superannuation
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Chris Christidis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001006283
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005349
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Christopher Bruce Allan★★★★★ 5 (1 reviews)

AAG FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 6/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1998 (28 years)
Registration #
000329002
Postcode
3000
📞 (03) 8866 0000🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001004324
Postcode
3000
📞 1300 309 618🌐 Website
Commercial Law A (306-121)Taxation Law (306-323)Master of CommerceCFP Certification Program
SecuritiesDerivativesGovernment Debentures
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David Anthony Tehan★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001001944
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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David James Campbell★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005960
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000350675
Postcode
3000
📞 1300 134 187🌐 Website
Certificate of Superannuation ManagementBachelor of BusinessCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Richardson★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005361
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeChartered Accountant (CA)Accredited Derivatives Adviser Level TwoForeign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Dimitrios Tsirtsakis★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1998 (28 years)
Registration #
000247395
Postcode
3004
📞 (03) 9863 3111🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001003135
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Lev 9/360 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000239811
Postcode
3000
📞 (03) 9649 7611🌐 Website
Bachelor of Commerce (Honours)Graduate Diploma in Applied Finance and InvestmentCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graham John Craig★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001000307
Postcode
3000
📞 (03) 9242 4000🌐 Website
SDIA Accreditation ProgramGraduate Diploma of Financial PlanningMargin Lending Accreditation ProgramFinancial Adviser Exam
SuperannuationSecuritiesGovernment Debentures
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Graham John Craig★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1998 (28 years)
Registration #
001000307
Postcode
3000
📞 (07) 3212 1333🌐 Website
SDIA Accreditation ProgramGraduate Diploma of Financial PlanningMargin Lending Accreditation ProgramFinancial Adviser Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Gregory David Hocking★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000300142
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Business (Busines Information Systems)Graduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoGraduate Diploma of Financial Planning
SuperannuationDerivatives
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Jason Loveridge★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000433156
Postcode
3000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationDerivatives
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Jason Richie Smith★★★ 3 (2 reviews)

THINK INDEPENDENT PTY LIMITED
RegisteredTax Advice ✓
📍 Level 17/31 Queen St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001237623
Postcode
3000
📞 (03) 9020 2636🌐 Website
Bachelor of Business (Accounting)CPA ProgramGraduate Diploma in Financial PlanningGraduate Diploma of Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Francis Collins

STEWARD WEALTH PTY LTD
Registered
📍 Safe Deposit Building, L5/90 Queen St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001272553
Postcode
3000
📞 (03) 9975 7070🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001001904
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000331782
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsSuperannuationGraduate Diploma of Applied Finance and InvestmentMargin Lending
SuperannuationSecuritiesDerivatives
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Loretta Anne Hill★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1998 (28 years)
Registration #
000247396
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of Business (Accounting)Certified Practicing Accountants ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Marc Ramon Huinink★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001004328
Postcode
3000
📞 1300 309 618🌐 Website
AF211AAF3150Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Certified Financial Planner
SecuritiesDerivativesGovernment Debentures
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Margaret Erica Mckenzie Mote★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1998 (28 years)
Registration #
000270466
Postcode
3004
📞 (03) 9863 3111🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1998 (28 years)
Registration #
000252977
Postcode
3000
📞 (07) 5406 5000🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningSecuritiesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Kelly★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001000425
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program
SecuritiesGovernment Debentures
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Mark Richard Bardzinski★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000318692
Postcode
3000
📞 (02) 8262 4000🌐 Website
Diploma of Financial AdvisingASX Responsible Executive ExamCertificate in Self-Managed Superannuation FundsFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Serry★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000248983
Postcode
3000
📞 (03) 9629 1100🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001235298
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceSuperannuation and Retirement PlanningMargin Lending and Geared Investmens
Superannuation
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Matthew Grant King★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
Registered
📍 130 Lonsdale St, Melbourne VIC 3004
Experience
Since 1998 (28 years)
Registration #
001004797
Postcode
3000
DiplomaDiplomaDiplomaDiploma
SuperannuationLife InsuranceLife Investment
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Monique Elwyn Gourlay★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001004327
Postcode
3000
📞 1300 309 618🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000260049
Postcode
3000
📞 (03) 9242 4000🌐 Website
Certificate in Financial MarketsADA2Professional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SecuritiesDerivativesGovernment Debentures
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Patricia Chan★★★★★ 5 (2 reviews)

D F S ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 179 Queen St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000236697
Postcode
3000
📞 (03) 9658 6700🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001005500
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000351285
Postcode
3000
📞 1800 005 166🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
Superannuation
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Richard Bransdon Nettlefold★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001256835
Postcode
3000
📞 (02) 9238 1238🌐 Website
ASIC PS146 ComplianceMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingFIIG Professional Income Course
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Rodney Mario Degabriele★★★★★ 5 (1 reviews)

AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 5, North Building, 333 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
000340280
Postcode
3000
📞 1300 769 304🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001006449
Postcode
3000
📞 (02) 8365 8300🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001003061
Postcode
3000
📞 1800 501 204🌐 Website
Certified Financial Planner (CFP)Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trevor Ronald Davidson★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001006344
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
Registered
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005930
Postcode
3000
📞 (03) 8651 2600🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentSDIA Accreditation Program RG146Professional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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Andrew Holmes★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000438312
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Accounting)Superannuation AccreditationADA Level 1 & 2
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Anna Maria Garuccio

CLIME ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 31, Suite 2, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000224782
Postcode
3000
📞 1300 788 568🌐 Website
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★★★★★ 4.6 (9 reviews)

RED ASSET MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Av. Cidade Jardim, 400 - 14º andar - Jardim Europa, São Paulo - SP, 01454-000, Brazil
Experience
Since 1999 (27 years)
Registration #
000293080
Postcode
3000
📞 (11) 3038-5800🌐 Website
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★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 1999 (27 years)
Registration #
001262976
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelors of CommerceCertified Practicing AccountantDiploma of SuperannuationDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Darren Scott Kerford★★★★★ 5 (1 reviews)

DOLPHIN PARTNERS PTY LTD
Registered
📍 Suite 301/130 Little Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000400133
Postcode
3000
📞 (03) 9982 8500🌐 Website
Bachelor of CommerceSuperannuationAcc Derivatives Adviser Level 1Margin Lending Accreditation
SuperannuationSecuritiesDerivatives
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Francis Saviour Camilleri★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001263014
Postcode
3000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001002986
Postcode
3000
📞 (02) 9178 0700🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001006422
Postcode
3000
📞 1300 732 266🌐 Website
Bachelor of ScienceDiploma of Financial PlanningMargin Lending & Geared InvestmentsCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Geoffrey Mutton★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001002015
Postcode
3000
📞 1300 650 873🌐 Website
AAF2110 Business LawAAF3150 Income Tax LawBachelor of CommerceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Anthony Mirams★★★★★ 5 (1 reviews)

PARADIGM WEALTH ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Level 21/8 Exhibition St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001006219
Postcode
3000
📞 (03) 8646 4000🌐 Website
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★★★★★ 5 (1 reviews)

JKG SECURITIES LICENSING PTY LTD
RegisteredTax Advice ✓
📍 822 Glenferrie Rd, Hawthorn VIC 3122
Experience
Since 1999 (27 years)
Registration #
000326146
Postcode
3000
📞 1300 382 075🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000264442
Postcode
3000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level 1/150 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005531
Postcode
3000
📞 1300 877 866🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 1999 (27 years)
Registration #
001240118
Postcode
3000
📞 (07) 5406 5000🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000260066
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 L10/60 York St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000233083
Postcode
3000
📞 (02) 9181 3431🌐 Website
CFPDiploma of Financial PlanningSMSFMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Julian Reeves★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001000566
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001006197
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001004238
Postcode
3000
📞 (03) 9909 7018🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000449854
Postcode
3004
📞 (07) 3334 4888🌐 Website
Certified Financial Planner (FPA)Diploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Dunning★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
001004508
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsGraduate Diploma of Financial PlanningADA Level 1Professional Diploma in Securities and Derivatives
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Nicholas Phillips★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000465337
Postcode
3000
📞 1300 138 138🌐 Website
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★★★★★ 5 (1 reviews)

PARADIGM WEALTH ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Level 21/8 Exhibition St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001006255
Postcode
3000
📞 (03) 8646 4000🌐 Website
Advanced Diploma of Business AccountingDiploma of Financial PlanningDiploma of ManagementCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter James Moran★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
001000365
Postcode
3000
📞 (07) 3212 1333🌐 Website
Bachelor of EconomicsGraduate Diploma Applied Finance and InvestmentADA Level 2
SecuritiesDerivativesGovernment Debentures
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Raden Bruno Rodrigue★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000268153
Postcode
3000
📞 (02) 9238 1238🌐 Website
Diploma of Financial MarketsAccredited Derivatives Adviser Level TwoSuperannuation AccreditationMargin Lending Accreditation Program
SuperannuationDerivatives
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Richard Allen Hulls★★★★★ 4.7 (47 reviews)

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Registered
📍 Ground Floor/1 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001001291
Postcode
3000
📞 (03) 9650 3722🌐 Website
Chartered AccountantCertified Tax AccountantAdviser ExamEthics and Professional Advice
SuperannuationGovernment Debentures
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Roderick Cobain★★★★★ 5 (6 reviews)

TOWNSEND COBAIN PTY LTD
RegisteredTax Advice ✓
📍 Level 16/390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1999 (27 years)
Registration #
000441003
Postcode
3004
📞 (03) 9975 7208🌐 Website
Bachelor of Arts (Social Sciences)Advanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tony Castellano★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000333319
Postcode
3000
📞 1300 134 187🌐 Website
Diploma of Financial PlanningCertified Financial PlannerCFP – Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trey Lee Ear★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
000260074
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking
SecuritiesGovernment Debentures
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Adrian Joseph Vidotto

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000241821
Postcode
3000
📞 (02) 7238 4192🌐 Website
DiplomaBachelor DegreeCFPCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alexander Aracas★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000422727
Postcode
3000
📞 1300 138 138🌐 Website
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001002176
Postcode
3000
📞 (03) 9605 9500🌐 Website
Diploma of Financial PlanningCFP ProgrammeBachelor of CommerceMaster of Business Administration
SuperannuationLife InsuranceSecuritiesRSA Products
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Angus Sexton★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001004493
Postcode
3000
📞 (02) 8216 6300🌐 Website
Certificate in Financial MarketsDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Benjamin Patrick Drew★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000225414
Postcode
3004
📞 1300 306 900🌐 Website
Diploma of Financial PlanningCertificate IV Financial Services (Finance and Mortgage Broking)Accredited Listed Product Adviser ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brigid Robertson★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2000 (26 years)
Registration #
001001293
Postcode
3000
📞 (07) 3334 4888🌐 Website
SDIA Accreditation Program AssessmentRMIT / SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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Cameron Bridger★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001005343
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange AccreditationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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David Craig Stevenson★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001004406
Postcode
3000
📞 1300 309 618🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000452752
Postcode
3000
📞 (03) 9909 5800🌐 Website
Certified Financial Planner (CFP)Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Bedford★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2000 (26 years)
Registration #
001268819
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelors of BusinessGraduate Diploma in Applied Finance & InvestmentPractitioner MemberSuperannuation Module
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Denis Durand

WALKER LANE PTY LTD
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000285326
Postcode
3000
📞 (02) 9135 2935🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dion Miller★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001006165
Postcode
3000
📞 1300 650 873🌐 Website
LBL100 Introduction to Commercial LawBachelor of BusinessDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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George Sabini

BESPOKE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 677 Victoria St, Abbotsford VIC 3067
Experience
Since 2000 (26 years)
Registration #
000241928
Postcode
3000
📞 (03) 9654 9150🌐 Website
Bachelor of Business (Banking and Finance)Diploma of Financial PlanningCFP Education ProgramProvide advice in margin lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graeme Laurence Quinlan★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000452754
Postcode
3000
📞 (03) 9909 5800🌐 Website
Advanced Diploma of Financial ServicesSelf Managed Superannuation FundCertified Financial Planner (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jake Mounsey★★★★★ 5 (3 reviews)

BRIDGEWOOD PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
001005574
Postcode
3004
📞 (03) 9856 4999🌐 Website
Bachelor of BusinessDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Barrington Weir

STEWARD WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Safe Deposit Building, L5/90 Queen St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001709
Postcode
3000
📞 (03) 9975 7070🌐 Website
Bachelor of CommerceBachelor of LawsASX Derivatives 1 & 2Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Janeen Woods★★★★★ 4.9 (7 reviews)

ONEFOCUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 24/530 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001067
Postcode
3000
📞 (03) 9861 6100🌐 Website
Bachelor of BusinessMasters of TaxationMortgage and Finance Association of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Rio★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001003927
Postcode
3000
📞 (03) 7037 1709🌐 Website
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Paul Grant★★★★★ 5 (1 reviews)

ROPAN LICENSEES PTY. LTD.
RegisteredTax Advice ✓
📍 2/29 Breed St, Traralgon VIC 3844
Experience
Since 2000 (26 years)
Registration #
000239267
Postcode
3000
📞 (03) 5174 6755🌐 Website
Certified Financial PlannerDiploma of Financial PlanningCertificate of Applied Self Managed Superannuation Fund AAdviceCertificate of ASX Securities
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Julian John Freney-Mills★★★★★ 5 (1 reviews)

CUMULUS WEALTH PTY LTD
Registered
📍 Level 7/330 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001006384
Postcode
3000
📞 (03) 8393 5820🌐 Website
Diploma of Financial AdvisingMargin LendingProfessional Diploma in StockbrokingStockbrokers and Investment Advisers Association (SIAA)
Securities
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Katherine Louise Hanrahan★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001001360
Postcode
3000
📞 (02) 8114 2222🌐 Website
Bachelor of EconomicsSuperannuationMargin Lending & Geared InvestmentsAccredited Derivatives Adviser Level 1
SecuritiesGovernment Debentures
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Kerry Sourasis★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000230629
Postcode
3000
📞 1300 306 900🌐 Website
Bachelor of EconomicsDiploma in EducationDiploma of Financial Planning (DFP 1-8)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leigh Gordon Evans

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001243548
Postcode
3000
📞 (03) 9209 9777🌐 Website
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
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Maria Ganakas★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000255820
Postcode
3000
📞 (02) 8280 5000🌐 Website
Bachelor of Commerce (Accounting)CFPDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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Maria Paonessa

LINARA WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 1/150 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000279194
Postcode
3000
📞 1300 877 866🌐 Website
CPAGraduate Diploma in Financial PlanningRisk InsuranceRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Marijan Simunic★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2000 (26 years)
Registration #
000259314
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial PlanningStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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Martyn Jeffrey Rose★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001006201
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentSuperannuation ModuleAccredited Derivatives AdviserMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Matthew Armstrong★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Registered
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
000267401
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of Business (Economics and Finance)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Matthew James Witkowski

ACORN FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 157 Spring St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000304796
Postcode
3000
📞 (03) 9650 4577🌐 Website
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
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Matthew Perrett★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Registered
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
000267402
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Michael Denis Williams★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
000222883
Postcode
3000
📞 (08) 9267 3444
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★★★★★ 5 (70 reviews)

NEW HORIZONS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 47 Wishart Cres, Baringa QLD 4551
Experience
Since 2000 (26 years)
Registration #
000321931
Postcode
3004
📞 1300 133 597🌐 Website
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★★★★★ 5 (2 reviews)

FIRST SAMUEL LIMITED
RegisteredTax Advice ✓
📍 16/500 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000277734
Postcode
3000
📞 (03) 8610 9222🌐 Website
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★★★★★ 5 (3 reviews)

BRIDGEWOOD PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
001005556
Postcode
3004
📞 (03) 9856 4999🌐 Website
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★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
000296028
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of Commerce (International Business)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Andritsos★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
Registered
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
001003635
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor DegreeCFPCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Colin Cuthbertson★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001150
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★★★★ 5 (5 reviews)

3P WEALTH PTY. LTD.
RegisteredTax Advice ✓
📍 Level 1/390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2000 (26 years)
Registration #
000240015
Postcode
3004
📞 (03) 9988 2801🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001004316
Postcode
3000
📞 1300 309 618🌐 Website
MCM171MCM272Bachelor of CommerceEthics and Professionalism in Financial Advice
SecuritiesDerivativesGovernment Debentures
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Robert James Jowett

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
000264944
Postcode
3000
📞 (02) 9904 2792🌐 Website
Bachelor of EngineeringDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Rodney James Hayes

BOSTONIQ PTY LTD
RegisteredTax Advice ✓
📍 46 Masthead Way, Hope Island QLD 4212
Experience
Since 2000 (26 years)
Registration #
000368453
Postcode
3004
📞 (07) 5577 9711🌐 Website
Bachelor of CommerceChartered AccountantPS146Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Michael Dunne★★★★★ 5 (21 reviews)

DOMINIUM CAPITAL PTY. LTD.
RegisteredTax Advice ✓
📍 The Georges Building, Shop 3/162 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000262365
Postcode
3000
📞 (03) 9607 8294🌐 Website
Diploma of Financial AdvisingBachelor of CommerceMaster of Business AdministrationSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Siobhan Frais Blewitt

FRAIS CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
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★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2000 (26 years)
Registration #
001246821
Postcode
3000
📞 13 26 87🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Registered
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001002327
Postcode
3000
📞 (07) 0000 0036🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001005528
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate Diploma of Financial PlanningForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Anne Dalton★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005432
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of ArtsDiploma of Financial PlanningCertified Financial PlannerClient Engagement Skills
Superannuation
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Anthony Edward Paterno★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003189
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of ScienceGraduate Diploma of Financial PlanningADA Level 1 & 2Professional Diploma in Stockbroking
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Athol White★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000464554
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesGovernment DebenturesRSA Products
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Austin James Carvalho

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001003221
Postcode
3000
📞 (03) 9209 9777🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2001 (25 years)
Registration #
000259144
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Business (Economics and Finance)Graduate Diploma in Information Systems
SecuritiesGovernment Debentures
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Benjamin Charles James★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
Registered
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005681
Postcode
3000
📞 (03) 8651 2600🌐 Website
B.Business (Banking & Finance)SDIA Accreditation Program RG146Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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Brendan Jones★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003717
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor DegreeDiplomaCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cameron Howlett★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000308442
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of BusinessBachelor of ComputingDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Campbell Sorell★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003081
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000259924
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 53 A'Beckett St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000362938
Postcode
3000
📞 (03) 9663 9595🌐 Website
Bachelor of ArtsBachelor of CommerceDiploma of Financial PlanningCertified Financial Planner Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Curtis George Reid★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001046617
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2001 (25 years)
Registration #
000445103
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment
SecuritiesDerivativesGovernment Debentures
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David Kauler★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005173
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005173
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000264823
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of commerceDiploma of financial planningCertified Financial PlannerEthics and professionalism in financial advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hamish Rowan Macneil★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001006054
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentMARGIN LENDING ACCREDITATION PROGRAM
SecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Hayden Curties Windsor★★★★★ 5 (1 reviews)

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 11/379 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001008688
Postcode
3000
📞 (03) 9621 1000🌐 Website
CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian Alexander Charles Keys★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005721
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of BusinessMaster of CommerceGraduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Ian Andrew Crotty★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2001 (25 years)
Registration #
000341049
Postcode
3000
📞 0450 737 737🌐 Website
Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jamie Mark Nemtsas★★★★ 3.7 (3 reviews)

WATTLE PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001001050
Postcode
3000
📞 (03) 8414 2901🌐 Website
Bachlor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Anthony Crichton★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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John Dixon★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005535
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeDiplomaCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Kathy Anne Havers★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000291318
Postcode
3000
📞 1300 847 434🌐 Website
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsDPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Liana Joyce Cauchi★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
Check ASIC Register ↗
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Malissa Tobias★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001004843
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
Check ASIC Register ↗
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Marco Longo★★★★★ 5 (1 reviews)

CUMULUS WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 7/330 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005843
Postcode
3000
📞 (03) 8393 5820🌐 Website
ASIC PS146 Compliance (Securities and Managed Investments)Bachelor of CommerceMargin LendingProfessional Diploma in Stockbroking
Securities
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Mark James Goulopoulos★★★★★ 5 (1 reviews)

CUMULUS WEALTH PTY LTD
Registered
📍 Level 7/330 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001004769
Postcode
3000
📞 (03) 8393 5820🌐 Website
ADA2Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin Lending
Securities
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Mark O'Sullivan★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001006243
Postcode
3000
📞 (02) 9775 2600🌐 Website
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★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2001 (25 years)
Registration #
000284979
Postcode
3000
📞 (02) 9328 0876🌐 Website
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew Bates★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001000283
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business Property (Vals)Graduate Diploma in Finance and Investment
SecuritiesGovernment Debentures
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Michael Laba★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005550
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000222917
Postcode
3004
📞 1300 737 526🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001002744
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of commerce (banking and finance)Diploma of financial planningCertified Financial PlannerEthics and professionalism in financial advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Nick Cannatello

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001002989
Postcode
3000
📞 (02) 9178 0700🌐 Website
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
RegisteredTax Advice ✓
📍 Lev 9/360 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000286937
Postcode
3000
📞 (03) 9649 7611🌐 Website
Bachelor of Arts in Industrial DesignDiploma of Financial PlanningSMSF AccreditationCFP Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pollianna Harkness★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005502
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of EconomicsBachelor of LawsChartered Accountant programChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesGovernment Debentures
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Ronald Ivor Griffiths★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000233148
Postcode
3004
📞 1300 306 900🌐 Website
Diploma of Financial MarketsGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsRegistered Company Auditor & Registered Superannuation Fund Auditor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Jane Maccallum★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001238547
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Simon Bernard Power★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001005913
Postcode
3000
📞 (02) 8216 6300🌐 Website
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.
RegisteredTax Advice ✓
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
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Toan Trinh Nguyen

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2001 (25 years)
Registration #
000442765
Postcode
3000
📞 (03) 9328 3900
Bachelor of ArtsDiploma Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tonina Ciarrocchi★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000324449
Postcode
3000
📞 1300 847 434🌐 Website
Diploma of Financial AdvisingSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tracey Pace★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
000284919
Postcode
3000
📞 (02) 8262 4000🌐 Website
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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William Morrison★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001006055
Postcode
3000
📞 (03) 9242 4000🌐 Website
DIPLOMA IN FINANCIAL MARKETSGRADUATE DIPLOMA IN APPLIED FINANCE AND INVESTMENTMARGIN LENDING ACCREDITATION PROGRAMMAI769 Ethics for Financial Services
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Anthony Brian Jackson★★ 2.5 (8 reviews)

KM PRIVATE CLIENTS PTY LTD
Registered
📍 Level 31/525 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001264766
Postcode
3000
📞 (03) 8623 3333🌐 Website
Bachelor of EconomicsChartered Accountants Australia and New Zealand (CA ANZ)SMSF Association
Self-Managed Super (SMSF)
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Benjamin Prisk★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001001736
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2002 (24 years)
Registration #
000277508
Postcode
3000
📞 1300 100 722🌐 Website
Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningFinancial PlanningGraduate Diploma of Financial Planning
SuperannuationLife Insurance
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Christopher Boag★★★★★ 5 (1 reviews)

ROYSTON CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 22/459 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001001038
Postcode
3000
📞 (03) 8648 3186🌐 Website
Bachelor of BusinessFoundation DFPAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Services)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Christopher Forte★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000462632
Postcode
3000
📞 (02) 8114 2222🌐 Website
Derivatives ADA1RG146Derivatives ADA 2FPC002B Ethics and Professionalism in Financial Advice
SecuritiesDerivativesForeign Exchange
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Daniel John Minihan★★★★★ 5 (5 reviews)

SHINEWING AUSTRALIA WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 10/530 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000276433
Postcode
3000
📞 (03) 8635 1800🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Liddle★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001005359
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Accounting)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Edward Marshall Paterson

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000264952
Postcode
3000
📞 (02) 9904 2792🌐 Website
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentFoundation DFP (Diploma of Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Farren Williams★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001237856
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of ArtsBachelor of ScienceDiploma of Financial PlanningCertificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gareth James De Maid★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001244897
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of Arts & EconomicsGraduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Gareth Paul Martin★★ 2 (1 reviews)

ASSETPLAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 7/488 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000235901
Postcode
3000
📞 (03) 9670 8338🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentMaster of Applied FinanceGraduate Dimploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Janice Suk Yee Lai★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001001599
Postcode
3000
📞 (03) 9256 8700🌐 Website
Diploma of Financial MarketsDiploma of Financial AdvisingLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Justin Peter Frohnert★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000234442
Postcode
3000
📞 (03) 9670 3434🌐 Website
Graduate Diploma EconomicsDiploma of Financial PlanningMaster of TaxationFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kathryn Humphreys★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001003063
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Arts8 unit Diploma of Financial PlanningCFP Certification 1-4 ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kevin Phoa★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001002022
Postcode
3000
📞 1300 650 873🌐 Website
FIN1010 Commercial LawBTX3931 Taxation LawBachelor of Business (Banking and Finance)Foundation DFP
Superannuation
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Marco Mellado

INSIGHT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 4/3 Loftus St, West Leederville WA 6007
Experience
Since 2002 (24 years)
Registration #
000299957
Postcode
3000
📞 (08) 6315 2700🌐 Website
Diploma of Financial AdvisingCertified Financial PlannerMargin Lending & Geared InvestmentsSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Megan Louise Paltoglou★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000419372
Postcode
3000
📞 1300 134 187🌐 Website
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★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2002 (24 years)
Registration #
000235853
Postcode
3004
📞 (03) 9587 9747🌐 Website
Bachelor of Business (Financial Planning)Margin LendingCertified Financial PlannerSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael John Ibbott★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2002 (24 years)
Registration #
000471575
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Business (Accounting)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesDerivativesGovernment Debentures
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Nicholas John Fennessy★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2002 (24 years)
Registration #
000330382
Postcode
3004
📞 (03) 9863 3111🌐 Website
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
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Nicholas Piazza★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001005492
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Nicholas Reid

AXIAL WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 2/100 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000457995
Postcode
3000
📞 (03) 9661 0445🌐 Website
Bachelor of BusinessDiploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nigel Read Baldwin★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001006400
Postcode
3000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000298947
Postcode
3000
📞 (03) 9909 7018🌐 Website
Bachelor of ScienceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Jongebreur★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2002 (24 years)
Registration #
001005169
Postcode
3000
📞 (07) 3334 4888🌐 Website
Paraplanning CourseInvestment Planning 1Retirement Planning & Principles courseMargin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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Peter Neville Handbury★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001004539
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business AdministrationSuperannuation AccreditationADA Level 1 & 2
SuperannuationSecuritiesDerivatives
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Rebecca Paula Cheevers★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001003417
Postcode
3000
📞 1300 650 873🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001002648
Postcode
3000
📞 1300 732 266🌐 Website
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
RegisteredTax Advice ✓
📍 Level 1/1-7 Belmore St, Surry Hills NSW 2010
Experience
Since 2002 (24 years)
Registration #
000412493
Postcode
3004
📞 (02) 9037 9510
Bachelor of EconomicsMasters of Applied FinanceDiploma of Financial PlanningDerivatives Accreditation (Level 1 & 2)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stephen Shostak★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001005282
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001005282
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000312704
Postcode
3000
📞 (02) 8262 4000🌐 Website
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★★★★★ 5 (1 reviews)

PPN WEALTH PTY LTD
Registered
📍 570 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001006394
Postcode
3000
📞 (03) 8679 4155🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2002 (24 years)
Registration #
001003079
Postcode
3000
📞 0414 971 806🌐 Website
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★★★★★ 5 (3 reviews)

BRIDGEWOOD PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2002 (24 years)
Registration #
000226380
Postcode
3004
📞 (03) 9856 4999🌐 Website
Advanced DiplomaAdvanced DiplomaCFPGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Gellard★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001006028
Postcode
3000
📞 (03) 9256 8700🌐 Website
Self Managed Superannuation FundsBachelor of Business (Financial Planning)Accredited Derivatives Adviser Level 1 ExamMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Adam Shanahan★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001005314
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of BusinessAccredited Derivatives AdviserAdvanced Diploma of Financial Services (Financial Planning)Foreign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Adam Stanley★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2003 (23 years)
Registration #
001000812
Postcode
3008
📞 (03) 8610 5000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 7/616 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000296767
Postcode
3004
📞 (03) 9525 3777🌐 Website
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★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001004821
Postcode
3000
📞 (03) 7037 1709🌐 Website
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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2003 (23 years)
Registration #
000294134
Postcode
3000
📞 (02) 9252 2000🌐 Website
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★★★★★ 5 (23 reviews)

KEEP WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001000821
Postcode
3000
📞 (03) 8610 6396🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000248962
Postcode
3000
📞 1300 732 266🌐 Website
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000249737
Postcode
3000
📞 1300 653 097🌐 Website
Bachelor of Business (Accounting)Chartered AccountantCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife Insurance
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Charles Francis Heerey★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001006333
Postcode
3000
📞 (02) 8216 6300🌐 Website
BACHELOR OF ECONOMICSGraduate Diploma of Financial PlanningASX DERIVATIVES ACCREDITATIONGraduate Diploma in Business
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Christian Moar★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2003 (23 years)
Registration #
001003337
Postcode
3000
📞 (03) 9587 9747🌐 Website
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★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000227906
Postcode
3004
📞 (03) 8548 4800🌐 Website
Bachelor of Business (Accounting)CFP Certification ProgramDiploma of Financial PlanningSMSF Specialist Advisor (SSA) Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Craig Charles Raits★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000246593
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000245901
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 5 (23 reviews)

AUS FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000295148
Postcode
3000
📞 (03) 8672 8476🌐 Website
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★★★★★ 5 (23 reviews)

AUS FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000295148
Postcode
3000
📞 (03) 8672 8476🌐 Website
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★★★★★ 5 (23 reviews)

AUS FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000295148
Postcode
3000
📞 (03) 8672 8476🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001006450
Postcode
3000
📞 (02) 8365 8300🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2003 (23 years)
Registration #
000283820
Postcode
3000
📞 0450 737 737🌐 Website
Bachelor of Business (International Trade)Graduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenn Calder★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
Registered
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001003315
Postcode
3000
📞 1300 847 434🌐 Website
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★★★★ 4.5 (65 reviews)

LEGAL SUPER PTY LTD
RegisteredTax Advice ✓
📍 Level 8/55 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001006370
Postcode
3000
📞 1800 060 312🌐 Website
CFPGraduate Diploma of Financial Planning
Superannuation
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Harry Atamian★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000342655
Postcode
3000
📞 1300 138 138🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001006056
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2003 (23 years)
Registration #
000229691
Postcode
3000
📞 (02) 8978 9500🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001241592
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001005532
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor Degree
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Jeffrey Hanna★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001002670
Postcode
3000
📞 1300 847 434🌐 Website
Bachelor of CommerceBachelor of CommerceCertified Public AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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John Christou★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001000779
Postcode
3000
📞 (02) 9238 1238🌐 Website
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★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2003 (23 years)
Registration #
000250866
Postcode
3004
📞 (07) 5574 0244
Bachelor of EconomicsChartered AccountantGraduate Diploma in Applied Finance and InvestmentASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Tasman Andrew★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001000741
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesGovernment Debentures
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Kaliopi Kalifatidis

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001233341
Postcode
3000
📞 (03) 9209 9777🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kellie Davidson★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2003 (23 years)
Registration #
001000826
Postcode
3008
📞 (03) 8610 5000🌐 Website
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
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001005853
Postcode
3000
📞 (02) 9904 2792🌐 Website
Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Lisa Jane Taylor★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000232248
Postcode
3004
📞 (03) 8508 7800🌐 Website
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
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
000245925
Postcode
3004
📞 (02) 8036 6490🌐 Website
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000237149
Postcode
3000
📞 (03) 9209 9777🌐 Website
Bachelor of BusinessCertified Practicing AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Nolan Cassidy★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000250030
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Wilson

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2003 (23 years)
Registration #
001003703
Postcode
3000
📞 (02) 6249 1555
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Michael Browne★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001005548
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeMasters DegreeAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Paul Kurema★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001005725
Postcode
3000
📞 (02) 9775 2600🌐 Website
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★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000274037
Postcode
3000
📞 (03) 9629 1100🌐 Website
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★★★★★ 5 (6 reviews)

CARNBREA & CO. LTD.
RegisteredTax Advice ✓
📍 Level 20/90 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001003095
Postcode
3000
📞 (03) 9111 0888🌐 Website
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★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
000247399
Postcode
3004
📞 (03) 9863 3111🌐 Website
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★★★★★ 5 (23 reviews)

KEEP WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001000814
Postcode
3000
📞 (03) 8610 6396🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2003 (23 years)
Registration #
001001047
Postcode
3000
📞 1800 062 134🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001003732
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InvestmentSecuritiesGovernment Debentures
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Simone Mcmullin★★★★★ 5 (61 reviews)

ANNEX WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 L16/459 Collins St, Melbourne VIC 3004
Experience
Since 2003 (23 years)
Registration #
001236350
Postcode
3000
📞 (03) 8456 1037🌐 Website
Bachlor of Arts HonoursGraduate Dirploma of Financial PlanningCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven James Skoglund★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2003 (23 years)
Registration #
000245208
Postcode
3004
📞 (07) 5574 0244
Generic Financial PlanningManaged InvestmentsSuperannuation and Retirement PlanningSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentRSA Products
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Susanne Dahn★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2003 (23 years)
Registration #
001000811
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of CommerceMasters of Business AdministrationGraduate Diploma of Applied Finance and InvestmentCompany Directors Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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William Michael Russell★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000232522
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of Business Financial Risk ManagementDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wing Chi Leung★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2003 (23 years)
Registration #
000242007
Postcode
3000
📞 (02) 8978 9500🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001003715
Postcode
3000
📞 (03) 9906 5000🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Alexandar Bowes Hay★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001006334
Postcode
3000
📞 (02) 8216 6300🌐 Website
SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146SUPERANNUATION ACCREDITATION PROGRAMMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Alexander Henderson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001259716
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Business (Economics and Finance)Certified Financial PlannerEthics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationSecuritiesRSA Products
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Andrew Epplett★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001000537
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceSDIA Accreditation ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Andrew Quinn

WREN ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 365 Little Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001943
Postcode
3000
📞 (03) 9663 6602🌐 Website
M ComCPADip FPFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Anthony James Webb★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000263509
Postcode
3004
📞 1300 737 526🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000269687
Postcode
3000
📞 1300 732 266🌐 Website
Policy Statement 146 (Tier 1)Self-Managed Superannuation FundsDFP5v4 Tax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brian Mallon★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001006223
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2004 (22 years)
Registration #
000263994
Postcode
3000
📞 1800 062 134🌐 Website
Bachelor of Business (Economics & Finance)Certified Financial PlannerMaster of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cameron Park★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005345
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005350
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000277293
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001005453
Postcode
3000
📞 (02) 8216 6300🌐 Website
SDIA ACCREDITATION PROGRAM ASSESSMENTSUPERANNUATION ACCREDITATIONITS WORKSTATION TRAINING FOR SEATSMARGIN LENDING ACCREDITATION PROGRAM
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Damian Moran★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005357
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001004332
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial PlannerRG146
SuperannuationSecuritiesGovernment Debentures
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Daniel Carlos Tome★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001000724
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of EconomicsCertified Financial PlannerEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Daniel Cimoli★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001005381
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 7/616 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
000239770
Postcode
3004
📞 (03) 9525 3777🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000319733
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000319829
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
000250860
Postcode
3000
📞 (07) 3334 4888🌐 Website
Diploma of Financial Services (Financial Planning)Ethics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Donald Angus Mcqueen★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000267497
Postcode
3000
📞 1300 732 266🌐 Website
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
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
000278505
Postcode
3000
📞 1300 853 764🌐 Website
Diploma of Financial PlanningMargin LendingSelf Managed Superannuation FundAdvanced Investment Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Godwin Ip★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000288879
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001245528
Postcode
3000
📞 (08) 9267 3444
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001245528
Postcode
3000
📞 (08) 9267 3444
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001749
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 1/41 Mount St, Burnie TAS 7320
Experience
Since 2004 (22 years)
Registration #
001003727
Postcode
3004
📞 (03) 6440 3555🌐 Website
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
RegisteredTax Advice ✓
📍 677 Victoria St, Abbotsford VIC 3067
Experience
Since 2004 (22 years)
Registration #
000251698
Postcode
3000
📞 (03) 9654 9150🌐 Website
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★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
000247400
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of Business (Accounting)Graduate Diploma of Business Information TechnologyCertified Practicing Accountants ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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James Robb★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005478
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001923
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001702
Postcode
3000
📞 1300 275 813🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason John Wong★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001245714
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceMargin Lending and Geared Investments
Superannuation
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Jason Rosewarne★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000278767
Postcode
3004
📞 1300 737 526🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001002019
Postcode
3000
📞 1800 813 327🌐 Website
Diploma Financial PlanningCertified Financial PlannerMaster of Business AdministrationTax for Financial Advising
Superannuation
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Jonothan Alexander Wilson Gourlay★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001237314
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of Arts (Hons)Graduate Diploma of Applied FinanceMaster of Applied FinanceEthics & Professionalism in Financial Advice
Securities
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Julie Anne Copestake★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001002794
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001006451
Postcode
3000
📞 (02) 8365 8300🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000303859
Postcode
3000
📞 1300 134 187🌐 Website
Margin LendingSelf Managed Superannuation FundsCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katriel Moshe Warlow-Shill★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2004 (22 years)
Registration #
000279576
Postcode
3000
📞 (02) 9252 2000🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000270920
Postcode
3000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level Two982 Margin Lending
Derivatives
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Lauren Carole Topp★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000253451
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001000764
Postcode
3000
📞 (02) 8262 4000🌐 Website
Graduate Certificate in AccountingDiploma of Financial PlanningCertified Financial PlannerSelf Managed Super Fund Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lynda Ann Cross★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000264429
Postcode
3000
📞 1300 650 873🌐 Website
Diploma of Financial PlanningCertified Financial PlannerTASACL Commercial LawFinancial Advice Association of Australia (FAAA)
Superannuation
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Marcus Christopher Gridley★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000468818
Postcode
3000
📞 1300 650 873🌐 Website
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
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Marcus Damen★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2004 (22 years)
Registration #
001000815
Postcode
3008
📞 (03) 8610 5000🌐 Website
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000267911
Postcode
3000
📞 1300 653 097🌐 Website
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Mark Lindsay Doubleday★★★★★ 5 (61 reviews)

ANNEX WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 L16/459 Collins St, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
001001021
Postcode
3000
📞 (03) 8456 1037🌐 Website
Bachelor of ScienceDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Barsby★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000281870
Postcode
3000
📞 1300 650 873🌐 Website
MLC301 Principles of Income Tax LawBachelor of Commerce (Financial Planning & Accounting)FPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Downes★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
RegisteredTax Advice ✓
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001005409
Postcode
3000
📞 (03) 9605 9500🌐 Website
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★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2004 (22 years)
Registration #
000271286
Postcode
3000
📞 (02) 8978 9500🌐 Website
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★★★★★ 5 (1 reviews)

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 SE 12.02/L12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
001006511
Postcode
3004
📞 (03) 9867 2511🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001924
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of EconomicsLevel 2 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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Nicholas Kemsley Gunner★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000278842
Postcode
3000
📞 1300 732 266🌐 Website
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Robert Gilbert★★★★★ 5 (1 reviews)

THE HERON PARTNERSHIP PTY LIMITED
Registered
📍 Level 9/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
000264521
Postcode
3004
📞 (03) 9254 4900🌐 Website
Bachelor of CommerceFASEA ExamInstitute of Actuaries of Australia
SuperannuationLife InsuranceLife InvestmentRSA Products
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Richard Knight★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001005722
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentFinancial Services Institute of Australasia (FINSIA)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Robyn Marie Mears

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000263545
Postcode
3000
📞 (03) 9209 9777🌐 Website
Diploma of Financial PlanningCertified Financial PLannerAdvanced Diploma of Financial Services (Superannuation) FNS 60504Margin Lending And Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rosemarie Gurrisi★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001004853
Postcode
3000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 L10/60 York St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001002746
Postcode
3000
📞 (02) 9181 3431🌐 Website
DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Clive Mckay Hunt★★★ 3 (1 reviews)

WH CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 14 Simpson St, East Melbourne VIC 3002
Experience
Since 2004 (22 years)
Registration #
000279158
Postcode
3000
📞 (03) 8393 6533🌐 Website
Graduate Diploma of Financial PlanningSMSF Specialist AdviserCertified Financial PlannerCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel David Ball★★★★★ 5 (2 reviews)

YX BALL FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 901/420 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
000253742
Postcode
3004
📞 (03) 9975 8000🌐 Website
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
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Sean Michael Henselis★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2004 (22 years)
Registration #
000274607
Postcode
3000
📞 0450 737 737🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane Nicholas★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000260900
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of Business (Financial Planning)CFPSMSF Specialist Adviser (SSA)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Forer★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2004 (22 years)
Registration #
000284958
Postcode
3000
📞 (02) 8978 9500🌐 Website
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
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Simon Wood★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000338947
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001003056
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Business (Accounting)Graduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen John Eedy★★ 2 (1 reviews)

FINPLAN AUSTRALIA PTY. LTD.
RegisteredTax Advice ✓
📍 7/488 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000323634
Postcode
3000
📞 (03) 9670 8338🌐 Website
Bachelor of CommerceCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Stephen Robert Layfield

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
000259433
Postcode
3000
📞 (03) 9328 3900
Bachelor of CommerceDiploma of Financial Planning units 1 to 7Margin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steve Marino★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001005516
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor DegreeBachelor DegreeCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Stuart Graham★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001003090
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Lachlan Wemyss★★★★★ 5 (74 reviews)

PROSOLUTION GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 8/31 Queen St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000253585
Postcode
3000
📞 (03) 8624 4600🌐 Website
Bachelor of CommerceProfessional YearGraduate Diploma of Applied Financial & InvestmentDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas Raymond Weir★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000267298
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 4.9 (59 reviews)

REDWOOD FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 304 Middleborough Rd, Blackburn VIC 3130
Experience
Since 2004 (22 years)
Registration #
000275912
Postcode
3000
📞 1300 790 110🌐 Website
PS146 AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Todd Andrew Clifford★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000244523
Postcode
3000
📞 1300 847 434🌐 Website
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
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Tom Llewellyn Sutton★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001002889
Postcode
3000
📞 13 22 65🌐 Website
AFMA Dealer Accreditation ProgramGraduate Diploma of Financial Planning
Foreign Exchange
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Victoria Lindores★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001000813
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Adam Dimopoulos

FORTNUM PRIVATE WEALTH LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000347022
Postcode
3000
📞 (02) 9904 2792🌐 Website
Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew David Morgan★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001002574
Postcode
3000
📞 1300 138 138🌐 Website
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
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Andrew Graeme Eddy★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
000294864
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Business (Business Information Systems)Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance and InvestmentEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Robert Phillips★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
000468934
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Business (Economics & Finance)SDIA Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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Andrew Thomas Dunbar★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000326735
Postcode
3000
📞 (02) 8262 4000🌐 Website
Bachelor of CommerceBachelor of EconomicsSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony David Foale

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000292419
Postcode
3000
📞 1300 275 813🌐 Website
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Asha Achuthan★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001002605
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of Commerce (Factory Administration and Costing)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404Certified Financial Planner
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Benjamin Thompson★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001002008
Postcode
3000
📞 1800 813 327🌐 Website
Advanced Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceClient Engagement Skills
Superannuation
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Brett Arnol★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001002668
Postcode
3000
📞 1300 847 434🌐 Website
Bachelor of CommerceBachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Cameron Eldridge★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005141
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
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Cameron Eldridge★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005141
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
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Cameron Morcher

WATERSHED DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 2005 (21 years)
Registration #
000462788
Postcode
3000
📞 (03) 9614 8899🌐 Website
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★★★★★ 5 (1 reviews)

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 11/379 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000288425
Postcode
3000
📞 (03) 9621 1000🌐 Website
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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Christine Magnano★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001003719
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of BusinessSuperannuation and Retirement Planning (Historical SIA / FINSIA)Graduate Diploma in Financial PlanningForeign Exchange Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Christine Power★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001002010
Postcode
3000
📞 1800 005 166🌐 Website
Bachelor of BusinessGraduate Diploma of MarketingGraduate Diploma of Financial PlanningEthics and Professionalism
Superannuation
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Christopher Raymond Guy

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000289737
Postcode
3004
📞 (02) 9904 2792🌐 Website
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★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2005 (21 years)
Registration #
000293165
Postcode
3004
📞 1800 376 376🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001001485
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★★★★ 4.9 (64 reviews)

MP PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 1a Main St, Mornington VIC 3931
Experience
Since 2005 (21 years)
Registration #
001003067
Postcode
3000
📞 (03) 5976 8500🌐 Website
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
RegisteredTax Advice ✓
📍 Level 31, Suite 2, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000296839
Postcode
3000
📞 1300 788 568🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000291472
Postcode
3000
📞 (03) 9242 4000🌐 Website
ADA1Diploma of Financial Services (Financial Planning)ADA2Margin Lending
SuperannuationSecuritiesDerivativesGovernment Debentures
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Drew Robert Meredith★★★★ 3.7 (3 reviews)

WATTLE PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001001056
Postcode
3000
📞 (03) 8414 2901🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001002887
Postcode
3000
📞 13 22 65🌐 Website
Bachelor DegreeGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Elise Marie Michelmore★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2005 (21 years)
Registration #
000351469
Postcode
3000
📞 0450 737 737🌐 Website
Diploma of Banking and FinanceDiploma of Financial AdvisingFPC002BFPC001B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fiona Shedden★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000288823
Postcode
3000
📞 1300 134 187🌐 Website
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
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000295136
Postcode
3000
📞 (03) 8621 8400🌐 Website
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★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2005 (21 years)
Registration #
001000939
Postcode
3004
📞 (03) 8548 4800🌐 Website
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
RegisteredTax Advice ✓
📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000294491
Postcode
3000
📞 (03) 9017 3190🌐 Website
Bachelor of Business (Accountancy)Diploma of Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Indika Weerakoon★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001004150
Postcode
3000
📞 (03) 9670 3434🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000468687
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000315436
Postcode
3000
📞 1800 501 204🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
Registered
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001004984
Postcode
3000
📞 (02) 8262 4000🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001240287
Postcode
3000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001240287
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001006010
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceDiploma of Financial Services (FNB50199)Superannuation ModuleMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Kieran Mcinerney★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005542
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005543
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Registered
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005628
Postcode
3000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 Level 8/356 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000315283
Postcode
3000
📞 (03) 8547 3000🌐 Website
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
📍 Level 7/333 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000291756
Postcode
3000
📞 (03) 9818 8810🌐 Website
Bachelor of BusinessCA ProgramDiploma of Financial Services (Financial Planning)CA SMSF Specialist Accreditation
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Mark Chartres★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001253670
Postcode
3000
📞 (02) 9238 1238🌐 Website
Diploma of Financial ServicesDiploma of Financial ServicesAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program
Superannuation
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Mark Paul Buisman★★★★★ 4.9 (7 reviews)

ONEFOCUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 24/530 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000340429
Postcode
3000
📞 (03) 9861 6100🌐 Website
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★★★★★ 4.9 (7 reviews)

ONEFOCUS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 24/530 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000340429
Postcode
3000
📞 (03) 9861 6100🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001234961
Postcode
3000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000288202
Postcode
3000
📞 (02) 7238 4192🌐 Website
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★★★★ 4.2 (10 reviews)

MB CAPITAL PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 63 St Mary Axe, London EC3A 8AA, UK
Experience
Since 2005 (21 years)
Registration #
001005949
Postcode
3000
📞 020 7139 9100🌐 Website
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★★★★★ 5 (20 reviews)

TRUWEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 13/200 Queen St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001001424
Postcode
3000
📞 (03) 8648 6534🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000286172
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Bennett★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005494
Postcode
3000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001003914
Postcode
3000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2005 (21 years)
Registration #
001008208
Postcode
3000
📞 0414 971 806🌐 Website
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
RegisteredTax Advice ✓
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005413
Postcode
3000
📞 (03) 9605 9500🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005508
Postcode
3000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000284812
Postcode
3144
📞 (02) 7238 4192🌐 Website
Bachelor DegreeAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Scott Bailey★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001237051
Postcode
3000
📞 13 22 65🌐 Website
Diploma of Financial ServicesGraduate Diploma of Financial PlanningAFMA Accreditated Individual
Foreign Exchange
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Simon Geoffrey Coggins★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005383
Postcode
3000
📞 (02) 8216 6300🌐 Website
Diploma of Stockbroking
Securities
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Simon George Connor★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005993
Postcode
3000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000345999
Postcode
3000
📞 (03) 9823 1345🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Mrocki★★★★★ 5 (1 reviews)

HELIO CAPITAL MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 515 A, 5th Floor, Plot C70, The Capital, G Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051, India
Experience
Since 2005 (21 years)
Registration #
000288835
Postcode
3004
🌐 Website
Masters of Financial PlanningBachelor of CommerceInstitute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Paul Devlin★★★★★ 5 (2 reviews)

FIRST SAMUEL LIMITED
RegisteredTax Advice ✓
📍 16/500 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001001376
Postcode
3000
📞 (03) 8610 9222🌐 Website
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★★★ 3 (2 reviews)

NORTHPOINT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 27575 Ferry Rd, Warrenville, IL 60555, USA
Experience
Since 2005 (21 years)
Registration #
000293585
Postcode
3004
📞 (630) 946-0800🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000289568
Postcode
3000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 18/1 Nicholson St, East Melbourne VIC 3001
Experience
Since 2005 (21 years)
Registration #
000290153
Postcode
3000
📞 (03) 9654 9797🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000472327
Postcode
3000
📞 1300 732 266🌐 Website
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★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000426030
Postcode
3004
📞 1300 732 266🌐 Website
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
📍 Level 31, Suite 2, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000319099
Postcode
3000
📞 1300 788 568🌐 Website
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★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
001001093
Postcode
3004
📞 (03) 8548 4800🌐 Website
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★★★★★ 4.8 (12 reviews)

WPP LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Commerce, House Suite 6/26/28 Commerce Dr, Robina QLD 4226
Experience
Since 2006 (20 years)
Registration #
000305378
Postcode
3000
📞 (07) 5593 0005🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001004764
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance (ADA2Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Arthur Garipoli★★★★★ 5 (1 reviews)

DOLPHIN PARTNERS PTY LTD
Registered
📍 Suite 301/130 Little Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001004530
Postcode
3000
📞 (03) 9982 8500🌐 Website
Certificate of Business StudiesBachelor Of Business (Accounting)Diploma of Financial ServicesADA Level 1
SuperannuationSecuritiesDerivatives
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Ashley Davidson★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2006 (20 years)
Registration #
001000819
Postcode
3008
📞 (03) 8610 5000🌐 Website
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★★★★ 4.5 (65 reviews)

LEGAL SUPER PTY LTD
RegisteredTax Advice ✓
📍 Level 8/55 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001002006
Postcode
3000
📞 1800 060 312🌐 Website
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★★★★ 4.2 (5 reviews)

F PALMER & M E PALMER
Registered
📍 Level 12/309 Kent St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000300893
Postcode
3000
📞 (02) 9233 2433🌐 Website
Tier 1 Compliance solution
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Benjamin Randolph Ellwood★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001006337
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceACCREDITED DERIVATIVES ADVISER LEVEL 2MARGIN LENDING ACCREDITATION PROGRAM
SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange
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Cain Laoumtzis★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002509
Postcode
3000
📞 1300 650 873🌐 Website
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
RegisteredTax Advice ✓
📍 390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
000400534
Postcode
3004
📞 (03) 9975 7201🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001000721
Postcode
3000
📞 (07) 0000 0036🌐 Website
CO222CO324Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Chelsea Fletcher★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001008781
Postcode
3000
📞 1300 138 848🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001005355
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 5 (6 reviews)

CARNBREA & CO. LTD.
Registered
📍 Level 20/90 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001002212
Postcode
3000
📞 (03) 9111 0888🌐 Website
Bachelor of CommerceSecurities Institute Diploma CourseMaster of Business AdministrationAccredited Derivatives Adviser, Level 2
Life InvestmentSecuritiesDerivativesGovernment Debentures
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Daniel Graham Boote★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
000303246
Postcode
3000
📞 (08) 9267 3444
Bachelor Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Klein★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001251720
Postcode
3000
📞 1300 847 434🌐 Website
Advanced Diploma of Financial ServicesSelf Managed Superannuation FundsMargin Lending & Geared InvestmentsAccredited Derivatives Adviser Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Kovac

SIRA GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 19/15 William St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000318396
Postcode
3000
📞 (03) 9909 7018🌐 Website
Bachelor of Commerce (accounting and financial planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Zheng Du★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001001478
Postcode
3000
📞 (03) 9256 8700🌐 Website
Master of Applied FinanceSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1Margin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Emeraan Dhanshe★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002475
Postcode
3000
📞 1300 650 873🌐 Website
FIN1010 Commercial Law 1Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Evan Tsipas★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
001001098
Postcode
3000
📞 (08) 9261 9100🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001004505
Postcode
3000
📞 (02) 8216 6300🌐 Website
Diploma of Financial ServicesSelf Managed Superannuation Funds AccreditationMargin Lending Accreditation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Giuseppe Cardamone★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2006 (20 years)
Registration #
001007631
Postcode
3000
📞 (03) 9587 9747🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000400141
Postcode
3144
📞 (02) 7238 4192🌐 Website
Bachelor DegreeCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Greig Barrow★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
Registered
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001266265
Postcode
3000
📞 (03) 9602 3233🌐 Website
ASX Accredited Derivatives Adviser Level2Practitioner MemberDiploma of BusinessResponsible Executive Examination
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jessica Suzanne Balchand★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000303937
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.8 (12 reviews)

WPP LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Commerce, House Suite 6/26/28 Commerce Dr, Robina QLD 4226
Experience
Since 2006 (20 years)
Registration #
000305329
Postcode
3000
📞 (07) 5593 0005🌐 Website
Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathan Wood★★★★★ 5 (1 reviews)

PPN WEALTH PTY LTD
Registered
📍 570 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001000901
Postcode
3000
📞 (03) 8679 4155🌐 Website
Diploma in Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jordan Wallace Peter Andrews★★★★★ 4.9 (7 reviews)

ONEFOCUS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 24/530 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001007693
Postcode
3000
📞 (03) 9861 6100🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000313019
Postcode
3000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001002081
Postcode
3000
📞 (02) 7238 4192🌐 Website
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
RegisteredTax Advice ✓
📍 250 Royal Palm Way Suite 305C, Palm Beach, FL 33480, USA
Experience
Since 2006 (20 years)
Registration #
001004438
Postcode
3000
📞 (818) 385-2833🌐 Website
Bachelor of Business (Accounting)Certified Practicing AccountMaster of Business (Accounting)Registered Tax Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lucy Warner★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001005487
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000305572
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
000302567
Postcode
3004
📞 (03) 8548 4800🌐 Website
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
RegisteredTax Advice ✓
📍 Melbourne VIC 3000
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
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001270755
Postcode
3000
📞 (03) 9959 9872🌐 Website
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★★★★★ 5 (7 reviews)

PLATINUM WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 2/1006 Doncaster Rd, Doncaster East VIC 3109
Experience
Since 2006 (20 years)
Registration #
001005602
Postcode
3000
📞 0438 459 362🌐 Website
Bachelor of Business Banking and FinanceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Cryer★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001265115
Postcode
3000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/257 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001004198
Postcode
3000
📞 (03) 9566 7270🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending (subject)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul John Clements★★★★ 4.1 (9 reviews)

NEXIA MELBOURNE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 16/600 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000286809
Postcode
3000
📞 (03) 8613 8888🌐 Website
Bachelor of CommerceGraduate Certificate in Financial PlanningMargin Lending & Geared InvestmentsTier1: (923) Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Prabath Ekanayake★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001007283
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rein Margus Leepin★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000413962
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001006381
Postcode
3000
📞 1800 331 685🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001002449
Postcode
3000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
000302739
Postcode
3000
📞 1800 024 864
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
000308308
Postcode
3000
📞 (08) 9267 3444
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2006 (20 years)
Registration #
000306546
Postcode
3004
📞 0450 737 737🌐 Website
Bachelor of Business (Finance)Professional Year ProgrammeFinancial Planning Proper Authority CourseSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Carfora★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001251251
Postcode
3000
📞 1300 653 097🌐 Website
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
RegisteredTax Advice ✓
📍 Level 1/41 Mount St, Burnie TAS 7320
Experience
Since 2006 (20 years)
Registration #
001003077
Postcode
3000
📞 (03) 6440 3555🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001005055
Postcode
3000
📞 (02) 8232 3333🌐 Website
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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Tim Bayles★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001005055
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 46 Masthead Way, Hope Island QLD 4212
Experience
Since 2007 (19 years)
Registration #
000451706
Postcode
3004
📞 (07) 5577 9711🌐 Website
Bachelor of EconomicsMaster of Science (Environmental Management)Diploma of Financial PlanningCertificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Hunter★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001567
Postcode
3000
📞 (03) 9256 8700🌐 Website
Diploma of Financial MarketsSDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesGovernment Debentures
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Adam Robert Mitchell★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Registered
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001000718
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of BusinessDiploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Life Insurance
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Alastair Kennelly★★ 2.1 (7 reviews)

WISE HARBOUR GROUP PTY LTD
Registered
📍 Level 5/4 Drake Ave, Macquarie Park NSW 2113
Experience
Since 2007 (19 years)
Registration #
000417567
Postcode
3000
📞 1300 226 227🌐 Website
Foreign Exchange moduleDerivatives moduleDiploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alison Matthews★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003647
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of EconomicsFoundation DFPAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Anthony Williams★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001006359
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Business (Accountancy)DFPADFPCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ashleigh Teresa Cattanach★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000314510
Postcode
3000
📞 1800 813 327🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000332178
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000332178
Postcode
3000
📞 (02) 8232 3333🌐 Website
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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Brad David Akkerman★★★★★ 5 (2 reviews)

PRINCIPAL PARTNERS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 Lvl 22/500 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000307966
Postcode
3000
📞 (03) 8320 4646🌐 Website
Bachelor of Business (Economics & Finance)Graduate Diploma of Financial ServicesGraduate Diploma of Applied Finance & InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Crough★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000452751
Postcode
3000
📞 (03) 9909 5800🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Margin Lending and Geared InvestmentsASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Jarrod Crommie★★★★★ 5 (4 reviews)

BARBACANE ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 Rialto Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000310824
Postcode
3000
📞 (03) 9013 6262🌐 Website
Bachelor of Business (Accountancy)Chartered Accountant ProgramCertificate for Financial AdvisersDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Daniel Weeks

LOWE LIPPMANN WEALTH ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 7/616 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2007 (19 years)
Registration #
000428074
Postcode
3004
📞 (03) 9525 3777🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001002283
Postcode
3000
📞 (03) 9242 4000🌐 Website
Diploma of Financial Services (Financial Planning)Accredited Derivatives Advisor (ADA) 1Accredited Derivatives Advisor (ADA) 2Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David George Baker

INVESTOR WEALTH PTY LTD
RegisteredTax Advice ✓
📍 53 A'Beckett St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000342741
Postcode
3000
📞 (03) 9663 9595🌐 Website
Bachelor of BusinessDiploma of Financial PlanningCertified Financial Planner (CFP)Certificate of Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Stephen Moloney

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000315224
Postcode
3004
📞 (02) 9904 2792🌐 Website
Bachelor of Business (Financial Planning)Certified Financial Planner CertificationMargin Lending and Geared InvestmentsFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dimitrios Zartaloudis

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2007 (19 years)
Registration #
000314337
Postcode
3000
📞 1800 062 134🌐 Website
Diploma Financial Services (Financial Planning)Self Managed Super FundsMargin Lending and Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Edmund Huat Meng Wong★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001005822
Postcode
3000
📞 (03) 9256 8700🌐 Website
ASIC PS146 Compliance (Securities and Managed Investments)ADA1Margin LendingSuperannuation
SecuritiesDerivativesGovernment Debentures
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Franco Angelo Joseph Theuma

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003986
Postcode
3004
📞 1800 062 134🌐 Website
Bachelor of BusinessGraduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Greg Paul Weiland★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001006421
Postcode
3000
📞 1300 732 266🌐 Website
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
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James Ashley Parton★★★★★ 5 (2 reviews)

BLUEWATER FINANCIAL ADVISORS PTY LTD
RegisteredTax Advice ✓
📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000263631
Postcode
3000
📞 1300 799 101🌐 Website
Postgraduate Certificate in ManagementGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Leigh Vandeloo★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000311965
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Phillip Wright★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000415958
Postcode
3000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level 1Bachelor of Commerce (Finance and Financial Planning)Margin Lending Accreditation ProgramProfessional Diploma in Stockbroking
Derivatives
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Jarrod Michael Daffy★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001243015
Postcode
3000
📞 (02) 9238 1238🌐 Website
Margin Lending Accreditation ProgramProfessional Diploma in StockbrokingDiploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Kaine Perry★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001003757
Postcode
3000
📞 13 22 65🌐 Website
Bachelor Degree (Hons)DiplomaAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Katerina Nicolakopoulos

EIKON FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 Level 22/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000317634
Postcode
3000
📞 (03) 7035 1380🌐 Website
Industry Standard EducationSMSF Specialist Advisor AccreditationSPAA Accreditation ProgramFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kirsten Genter★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2007 (19 years)
Registration #
001232921
Postcode
3000
📞 13 26 87🌐 Website
Diploma of Financial ServicesSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningEthics and Professionalism
SuperannuationLife Insurance
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Lionel John Brownsea

NEXTPLAN FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8, Suite 802/179 Queen St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000309671
Postcode
3000
📞 (03) 9017 3190🌐 Website
Bachelor of BusinessProfessional / Education YearGraduate Certificate in Financial PlanningASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Soliman★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001241948
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Economics and Finance)5 unit CFP Certification ProgramForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Mark Sullivan★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003094
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)FNSASICR503A Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Maureen Drieberg★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000304115
Postcode
3008
📞 (02) 9248 0422🌐 Website
Degree of Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Branidis★★★ 3 (2 reviews)

NORTHPOINT INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 27575 Ferry Rd, Warrenville, IL 60555, USA
Experience
Since 2007 (19 years)
Registration #
000312539
Postcode
3004
📞 (630) 946-0800🌐 Website
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
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Michael Graham Boone★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001000754
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Accounting & Finance)SDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1ASX Accredited Derivatives Adviser Level 2
SecuritiesDerivativesGovernment Debentures
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Mila Sobolevsky★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001005554
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Nareena Aracas★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000398311
Postcode
3000
📞 1300 138 138🌐 Website
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
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Natashya Vikram★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001006363
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Social ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Bayne★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001005488
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeMasters DegreeProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Nigel Judd★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000344117
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001002227
Postcode
3000
🌐 Website
Advanced Certificate in AccountingAssociate Diploma of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pandeli Halamandaris★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001002227
Postcode
3000
📞 (03) 9292 0101🌐 Website
Advanced Certificate in AccountingAssociate Diploma of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Dervan

WILLIS AUSTRALIA LIMITED
Registered
📍 8/2 Market St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001001937
Postcode
3000
📞 (02) 9285 4000
Diploma of Financial ServicesAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife Investment
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Paul Milbourne★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000314274
Postcode
3000
📞 1300 653 097🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Peter Alexander James Trenchard★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000310343
Postcode
3000
📞 1300 650 873🌐 Website
Bachelor of Social ScienceDiploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
Superannuation
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Peter Walsh★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000337472
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessGraduate Diploma of Applied FinanceMargin LendingEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Phillip Tomal★★★★ 4 (3 reviews)

COLLINS ST. INVESTMENT ADVISORS PTY. LTD.
Registered
📍 903/365 Little Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000317926
Postcode
3000
📞 (03) 9602 1230🌐 Website
Bachelor of BusinessAssociation of Independently Owned Financial Professionals (AIOFP)CPA Australia (CPA)
SuperannuationLife InvestmentRSA Products
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Rakesh Kumar★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001003832
Postcode
3000
📞 (03) 7037 1709🌐 Website
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
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Roel Burghouwt★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000314740
Postcode
3000
📞 (03) 9909 5800🌐 Website
Certified Financial Planner (CFP)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ross Love★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001000546
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000319097
Postcode
3000
📞 (03) 8621 8400🌐 Website
DFP 1- DFP 5DFP 1- DFP 4Diploma of Financial PlanningAU Inhouse SMSF accredittaion
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Fimis★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000310094
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of Legal StudiesBachelor of EconomicsProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Sarah Alvares★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001245519
Postcode
3000
📞 (02) 8651 3400🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/54 Jephson St, Toowong QLD 4066
Experience
Since 2007 (19 years)
Registration #
001002216
Postcode
3000
📞 1800 262 258🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2007 (19 years)
Registration #
001008454
Postcode
3000
📞 (07) 3334 4888🌐 Website
Diploma Financial ServicesProfessional Diploma in Securities & DerivatiesDerivaties Accreditation ProgramMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Stavros Lambou★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001002443
Postcode
3000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
000311645
Postcode
3000
📞 1800 738 473🌐 Website
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
RegisteredTax Advice ✓
📍 Lev 9/360 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001882
Postcode
3000
📞 (03) 9649 7611🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001005840
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceProfessional Diploma in StockbrokingADA2Master of Applied Finance
SuperannuationSecuritiesDerivativesGovernment Debentures
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Tony Vikram★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001003701
Postcode
3000
📞 (03) 9670 3434🌐 Website
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★★★★ 3.8 (4 reviews)

JBS FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000306070
Postcode
3000
📞 (03) 8677 0688🌐 Website
Bachelor of Business (Financial Planning)ASX SecuritiesMargin LendingSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William George Bell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001000750
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Banking & Finance)Margin Lending and Geared Investments
SecuritiesGovernment Debentures
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Adam Nicholson★★★★★ 5 (1 reviews)

PPN WEALTH PTY LTD
Registered
📍 570 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000322871
Postcode
3000
📞 (03) 8679 4155🌐 Website
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
RegisteredTax Advice ✓
📍 28/20 Commercial Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
001270405
Postcode
3004
📞 1300 002 375🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001003122
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001277023
Postcode
3000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000278446
Postcode
3000
📞 1800 331 685🌐 Website
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★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000318173
Postcode
3000
📞 (03) 9629 1100🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Maceachern★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000416709
Postcode
3004
📞 (03) 9014 7740🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001003385
Postcode
3000
📞 13 22 65🌐 Website
Master of Applied Finance (Financial Markets)Graduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Christopher Taylor★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
001000431
Postcode
3000
📞 (07) 3212 1333🌐 Website
Bachelor of CommerceSDIA Accreditation ProgramGraduate Diploma of Applied FinanceProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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Damon Green

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2008 (18 years)
Registration #
001004135
Postcode
3000
📞 0414 971 806🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000319194
Postcode
3000
📞 (03) 9328 3900
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001272582
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of CommercePS146RG146Margin Lending and Geared Investments
SecuritiesGovernment Debentures
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David Graham Johansen★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000370465
Postcode
3000
📞 (03) 9256 8700🌐 Website
Advanced Diploma of Banking & FinanceBachelor of Business Major in Financial Management & Financial PlanningMargin Lending AccreditationRG146
SuperannuationSecuritiesDerivativesGovernment Debentures
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Gabriel David Sanders★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000268157
Postcode
3000
📞 (03) 9256 8700🌐 Website
ASIC PS146 Compliance (Securities and Managed Investments)ADA1RMIT/SDIA Superannuation ModuleADA2
SuperannuationSecuritiesDerivativesGovernment Debentures
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James David Williams★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001254191
Postcode
3000
📞 1300 847 434🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005477
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Jason Hugo★ 1 (1 reviews)

BR ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005416
Postcode
3000
📞 1300 653 097🌐 Website
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★★★★★ 5 (1 reviews)

DOLPHIN PARTNERS PTY LTD
Registered
📍 Suite 301/130 Little Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000298527
Postcode
3000
📞 (03) 9982 8500🌐 Website
Bachelor of BusinessSDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Jonathan Andrews★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001006206
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001001151
Postcode
3000
📞 (03) 9256 8700🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SecuritiesGovernment Debentures
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Kiran Kiran Goyal Bhullar★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001004712
Postcode
3000
📞 1800 331 685🌐 Website
Certified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kristin Georgina Bishop★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★★★ 5 (61 reviews)

ANNEX WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 L16/459 Collins St, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
001002821
Postcode
3000
📞 (03) 8456 1037🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001002025
Postcode
3000
📞 1300 138 848🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001263347
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Commerce (Finance and Commercial Law)Diploma of Financial Services
Foreign Exchange
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Marcus John Ainger

PRIMESTOCK SECURITIES LIMITED
RegisteredTax Advice ✓
📍 Level 17, HWT Tower, 40 City Rd, Southbank VIC 3006
Experience
Since 2008 (18 years)
Registration #
000327234
Postcode
3006
📞 (03) 9827 6999🌐 Website
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★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000401995
Postcode
3004
📞 1800 376 376🌐 Website
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★★★★★ 5 (2 reviews)

YX BALL FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 901/420 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000324780
Postcode
3004
📞 (03) 9975 8000🌐 Website
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★★★ 2.8 (12 reviews)

TEAM SUPER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 168 Parry St, Newcastle NSW 2302
Experience
Since 2008 (18 years)
Registration #
001006378
Postcode
3000
📞 13 64 63🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001002880
Postcode
3000
📞 13 22 65🌐 Website
Bachelor DegreeDiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Rashesh Gopaldas Bhavsar

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000410155
Postcode
3000
📞 (03) 9328 3900
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001008466
Postcode
3000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000431998
Postcode
3000
📞 1300 275 813🌐 Website
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
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Robert Sarafov★★★★★ 5 (1 reviews)

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 11/379 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001001362
Postcode
3000
📞 (03) 9621 1000🌐 Website
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
RegisteredTax Advice ✓
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
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Saurabh Shah★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001002066
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of CommerceMaster of Business AdministrationCommercial LawTaxation Law
Superannuation
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Steven Kostovski★★★★★ 5 (92 reviews)

KP WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Suite 932/1 Queens Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000330938
Postcode
3004
📞 (03) 9863 8855🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning) (FNS50804)Super Concepts Specialist SMSF Online CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Anthony Dalton★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001002886
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Business (Banking and Finance)Master of Applied FinanceGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Suzy Nguyen★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001245518
Postcode
3000
📞 (03) 9906 5000🌐 Website
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
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Thomas Goode★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005527
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeMaster of Applied Finance and InvestmentProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Vanessa Margaret Smith★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2008 (18 years)
Registration #
000322198
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance & Mortgage BrokingCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Warren Stuart James Williams★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001002139
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of EconomicsMaster of Applied FinanceAccredited Derivatives Adviser Level 1Margin Lending Accreditation Program
SecuritiesDerivativesGovernment DebenturesRSA ProductsForeign Exchange
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Zebulon Luke Ashton★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
000339310
Postcode
3000
📞 (03) 9824 8555🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCTA2A AdvancedCTA2B Advanced
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alan Te★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001008102
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000334996
Postcode
3000
📞 (03) 9655 5000🌐 Website
Bachelor of CommerceMargin Lending and Geared InvestmentsMaster of Applied FinanceCFP Certification Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Anthony Dhillon★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000452748
Postcode
3000
📞 (03) 9909 5800🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bahar Mcleod★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001006355
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001005334
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001005633
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001006270
Postcode
3000
📞 (02) 8262 4000🌐 Website
Bachelor of BusinessDiploma of Financial PlanningCFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chris David Puddy★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2009 (17 years)
Registration #
000340192
Postcode
3004
📞 (08) 9267 3444
Bachelor of BusinessDiploma of Financial AdvisingEthics and Professonalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Barkla★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001005348
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000343176
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of Biotechnology and Cell BiologyDiploma of Financial PlanningMasters of Applied FinanceSMSF Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Edward Mcfarlane★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001001579
Postcode
3000
📞 (02) 8114 2222🌐 Website
SuperannuationThe Securities & Derivatives Industry Association (SDIA) Accreditation ProgromMargin Lending & Geared InvestmentsForeign Exchange
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Daniel Marc Parasol★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001004396
Postcode
3000
📞 1300 309 618🌐 Website
AAF2110AAF3150Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)CFP Certification 1-4 Program
SecuritiesDerivativesGovernment Debentures
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Daniel Matthew Salerno★★★★★ 5 (1 reviews)

COBALT ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 3/54 Jephson St, Toowong QLD 4066
Experience
Since 2009 (17 years)
Registration #
000342177
Postcode
3004
📞 1800 262 258🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000334157
Postcode
3000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001002320
Postcode
3000
📞 (02) 9904 2792🌐 Website
Bachelor of Business and CommerceAdvanced Diploma of Financial ServicesCertified Financial PlannerAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jackie Anne Cook★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001001199
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000333739
Postcode
3000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000333739
Postcode
3000
📞 (03) 9292 0101🌐 Website
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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Jeremy Richard White★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001003391
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of BusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Jodi Renae Mcpherson★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000293652
Postcode
3004
📞 1800 333 613🌐 Website
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★★★★ 4.5 (65 reviews)

LEGAL SUPER PTY LTD
Registered
📍 Level 8/55 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001236724
Postcode
3000
📞 1800 060 312🌐 Website
CFPDFPGraduate Diploma of Financial Planning
Superannuation
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John Mathiopoulos

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001240376
Postcode
3000
📞 (03) 8621 8400🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Martin James Sherwood★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001254108
Postcode
3000
📞 1300 847 434🌐 Website
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★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2009 (17 years)
Registration #
000327844
Postcode
3004
📞 (02) 9328 0876🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001237830
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceChartered AccountantGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecurities
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Nathan Lear★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
001001113
Postcode
3004
📞 (03) 8548 4800🌐 Website
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★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
000334156
Postcode
3004
📞 (03) 8508 7800🌐 Website
Diploma of Financial PlanningBachelor Of BusinessCFPSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Ries★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000338420
Postcode
3000
📞 1300 309 618🌐 Website
BTF1010Bachelor of Business ManagementGraduate Diploma of Financial PlanningTax for Financial Advising
SecuritiesGovernment Debentures
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Owen Griffiths★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000337006
Postcode
3000
📞 (03) 7037 1709🌐 Website
Advanced Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick Albert★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001247660
Postcode
3000
📞 (03) 9906 5000🌐 Website
Professional Diploma in StockbrokingSDIA Derivatives Accreditation ProgramMargin Lending Accreditation ProgramForeign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Peter Meakin★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
000338251
Postcode
3004
📞 (03) 8508 7800🌐 Website
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★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
000342633
Postcode
3004
📞 (03) 9863 3111🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000413964
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001007858
Postcode
3000
📞 (02) 8216 6300🌐 Website
DIPLOMA FINANCIAL SERVICESMARGIN LENDING ACCREDITATION PROGRAMDIPLOMA OF BUSINESS
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Ryan O'Dwyer

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001008583
Postcode
3000
📞 1300 275 813🌐 Website
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
RegisteredTax Advice ✓
📍 Level 31, Suite 2, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
000341711
Postcode
3000
📞 1300 788 568🌐 Website
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★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
001001112
Postcode
3004
📞 (03) 8548 4800🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000346151
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001003922
Postcode
3000
📞 1300 138 848🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
000334393
Postcode
3000
📞 (03) 9328 3900
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Wendy Joy Barton★★★★★ 5 (1 reviews)

THE HERON PARTNERSHIP PTY LIMITED
Registered
📍 Level 9/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
000270402
Postcode
3004
📞 (03) 9254 4900🌐 Website
Diploma of Financial ServicesFASEA Exam
SuperannuationLife InsuranceLife InvestmentRSA Products
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William Vuong★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
000342768
Postcode
3000
📞 (03) 9629 1100🌐 Website
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
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001270759
Postcode
3000
📞 (03) 9959 9872🌐 Website
Course in Property (Agents Representative)Bachelor of FinanceBachelor of FinanceEthics and Professionalism in Financial Advice
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Aivy Ngo★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000357978
Postcode
3000
📞 (02) 8422 5500🌐 Website
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
RegisteredTax Advice ✓
📍 Level 8/356 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000360038
Postcode
3000
📞 (03) 8547 3000🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005778
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of Accounting & FinanceSDIA Accreditation Program AssessmentMargin Lending Accreditation ProgramAccredited Derivatives Adviser Level 2 Exam
SecuritiesDerivativesGovernment Debentures
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Ashley Brent Woodhead★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000366796
Postcode
3000
📞 1300 309 618🌐 Website
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★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
000392526
Postcode
3004
📞 (03) 8508 7800🌐 Website
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001281672
Postcode
3000
📞 (03) 9605 9500🌐 Website
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
RegisteredTax Advice ✓
📍 415-416 Beach Rd, Beaumaris VIC 3193
Experience
Since 2010 (16 years)
Registration #
000410249
Postcode
3000
📞 (03) 9589 0090
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★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001002413
Postcode
3000
📞 (03) 9670 3434🌐 Website
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
RegisteredTax Advice ✓
📍 28/20 Commercial Rd, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
001270402
Postcode
3004
📞 1300 002 375🌐 Website
Bachelor of Commerce/Bachelor of EngineeringRisk ManagementSelf Managed Super FundSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Borislav Barna★★★★★ 5 (15 reviews)

AVANA FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001262971
Postcode
3000
📞 (03) 8639 1600🌐 Website
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★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2010 (16 years)
Registration #
001008842
Postcode
3000
📞 13 26 87🌐 Website
Bachelor of Business (Economics and Finance)Diploma of Financial PlanningMargin LendingAdvanced Diploma of Financial Planning
SuperannuationLife Insurance
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Brett Sydney-Smith★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
000462636
Postcode
3004
📞 (03) 9014 7740🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004605
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor Of Management (Finance & Financial Planning)Margin Lending AccreditationADA Level 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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Cheyne Gates★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001233891
Postcode
3000
📞 13 22 65🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000343771
Postcode
3000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000343771
Postcode
3000
📞 (03) 9292 0101🌐 Website
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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David James Pope★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001245136
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
Registered
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
000379994
Postcode
3000
📞 (08) 9267 3444
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000389485
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of CommerceGraduate Diploma in Financial ManagementDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dimce Trajcevski

INVESTOR WEALTH PTY LTD
RegisteredTax Advice ✓
📍 53 A'Beckett St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001003336
Postcode
3000
📞 (03) 9663 9595🌐 Website
Bachelor of Commerce (Honours)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eric John Fletcher Miles★★★★★ 5 (6 reviews)

PHILLIP CAPITAL LIMITED
Registered
📍 Level 5/45 William St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001001616
Postcode
3000
📞 (03) 8633 9800🌐 Website
Accredited Derivatives Adviser Level 2Margin Lending & Geared InvestmentsASX CFD AccreditiationExam Standard Certification
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Eric John Fletcher Miles★★★★ 3.6 (132 reviews)

PHILLIP SECURITIES (AUS) LIMITED
Registered
📍 250 North Bridge Road #06-00, Raffles City Tower, Singapore 179101
Experience
Since 2010 (16 years)
Registration #
001001616
Postcode
3000
📞 6531 1555🌐 Website
Accredited Derivatives Adviser Level 2Margin Lending & Geared InvestmentsASX CFD AccreditiationExam Standard Certification
SecuritiesGovernment Debentures
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Gemma Kate Mitchell★★★★★ 4.9 (208 reviews)

RASK LICENSING PTY LTD
RegisteredTax Advice ✓
📍 Suite 4, Level 4/50 Queen St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001000671
Postcode
3000
🌐 Website
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
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001270758
Postcode
3000
📞 (03) 9959 9872🌐 Website
Bachelor of MarketingGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Hei Man Ngai★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000389342
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Communications (Media)Master of Business (Banking & Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Henry Vo★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004608
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000388828
Postcode
3000
📞 1300 275 813🌐 Website
Bachelor of Business (Accountancy)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife Insurance
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Joel Siegersma★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001237878
Postcode
3000
📞 (02) 8422 5500🌐 Website
Bachelor of Business (Banking and Finance)SIDA Accreditation ProgramMargin Lending Accreditation ProgramDiploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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John Buchan Cleary★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2010 (16 years)
Registration #
000385799
Postcode
3000
📞 (07) 3334 4888🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001001477
Postcode
3000
📞 (03) 9256 8700🌐 Website
Entry Level CompetenciesSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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Luke Andrews★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
000386589
Postcode
3004
📞 (03) 8508 7800🌐 Website
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★★★★★ 5 (15 reviews)

SENECA FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000345726
Postcode
3000
📞 (03) 8639 1600🌐 Website
Bachelor of CommerceAccredited Derivatives Adviser Level 2 ADA 2Margin Lending Accreditation ProgramMasters in Applied Finance
SuperannuationSecuritiesDerivativesGovernment Debentures
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Luke Pavone★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
Registered
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000450932
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of BusinessSecurities & Managed InvestmentsTier One SuperannuationAccredited Derivatives Adviser Level 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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Mark Heffernan★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005414
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceManaged InvestmentsMargin Lending and Geared InvestmentsMaster of Applied Finance
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Mark Jeffrey Rowell★★★★★ 5 (61 reviews)

ANNEX WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 L16/459 Collins St, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
001003934
Postcode
3000
📞 (03) 8456 1037🌐 Website
Bachelor of Commerce (Economics and Finance)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Will Schurmann★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001005765
Postcode
3000
📞 (03) 9242 4000🌐 Website
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★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Registered
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
001239367
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Keith Wilson★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001246331
Postcode
3000
📞 (02) 9238 1238🌐 Website
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★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2010 (16 years)
Registration #
000345970
Postcode
3004
📞 (02) 9252 2000🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001000810
Postcode
3000
📞 (02) 8262 4000🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nigel Ruge★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001006635
Postcode
3000
📞 1300 650 873🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001003469
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000462981
Postcode
3000
📞 (02) 8114 2222🌐 Website
Bachelor of CommerceSuperannuationMargin Lending & Geared InvestmentsForeign Exchange
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Paul Bourke

INVESTOR WEALTH PTY LTD
RegisteredTax Advice ✓
📍 53 A'Beckett St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001004674
Postcode
3000
📞 (03) 9663 9595🌐 Website
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Iwaniw★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001005496
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001005851
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001001808
Postcode
3000
📞 1300 138 138🌐 Website
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
RegisteredTax Advice ✓
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
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Shiva Vemula★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001004847
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Accounting and Finance)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Stephanie Yeung★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2010 (16 years)
Registration #
001001286
Postcode
3000
📞 0450 737 737🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001005526
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Vishal Gupta★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000334363
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of CommerceFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Edward Hayward★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000406414
Postcode
3000
📞 1300 309 618🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000413957
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000413957
Postcode
3000
📞 (02) 8232 3333🌐 Website
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 Gunning★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000411525
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of CommerceAdvanced Diploma Financial Services (Financial Planning)Chartered Financial PractitionerEthics and Professionalism in Financial Advice
Superannuation
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Amity Mellers★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005321
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001008101
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Accounting)Professional Year CA ProgrammeGraduate Certificate in Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Cowen★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001008101
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001001926
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001002174
Postcode
3000
📞 1800 331 685🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001008833
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceDiploma of Financial Planning5 unit CFP Certification ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Cameron Alcock★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005342
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005346
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of ArtsBachelor of CommerceDiploma of Financial Services (Financial Planning)Foreign Exchange Accreditation
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Catherine Corr★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000329890
Postcode
3004
📞 1300 737 526🌐 Website
Diploma Financial Services (Financial Planning)RG146 Margin LendingAdvanced DiplomaFChfp
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Edward Bell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001000748
Postcode
3000
📞 (03) 9256 8700🌐 Website
SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SecuritiesGovernment Debentures
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Chris Youssef

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2011 (15 years)
Registration #
001003086
Postcode
3000
📞 (03) 9328 3900
Bachelor of CommerceMaster of CommeceCertified Financial Planner (CFP)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher James Girgis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001006338
Postcode
3000
📞 (02) 8216 6300🌐 Website
BACHELOR OF ARTS/COMMERCESDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146SUPERANNUATION ACCREDITATION PROGRAM
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Constantine Michael Maglis★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001003819
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★ 2 (4 reviews)

CONVERA AUSTRALIA PTY LTD
Registered
📍 Level 12/1 Margaret St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004695
Postcode
3000
📞 1800 720 816🌐 Website
Bachelor of Business and CommerceDiploma of Financial MarketsMasters of Finance
DerivativesForeign Exchange
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David Mclean

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000412959
Postcode
3000
📞 1800 738 473🌐 Website
Bachelor of CommerceAccredited Listed Product Adviser ProgramSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Derya Tillem★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000402799
Postcode
3000
📞 1800 331 685🌐 Website
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★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2011 (15 years)
Registration #
000403062
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of Arts (Psychology)Diploma of Financial PlanningEthics for Financial Services
SuperannuationLife InsuranceLife Investment
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Duncan Logie★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000393668
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★★ 5 (1 reviews)

HERITAGE CAPITAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 L11/24 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001008948
Postcode
3000
📞 (03) 9453 4889🌐 Website
Bachelor of CommerceCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Evelyn Yong★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005486
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeMasters DegreeCertificateForeign Exchange Accreditation Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Frank D'Alesio★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001250877
Postcode
3000
📞 (02) 8262 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2011 (15 years)
Registration #
000286275
Postcode
3000
📞 1300 100 722🌐 Website
Diploma in Financial Planning
SuperannuationLife Insurance
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Helen Harrison★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001002567
Postcode
3000
📞 1300 138 848🌐 Website
Graduate DiplomaDiploma of Financial ServicesAdvanced DiplomaGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hugh Nowaki Mcqueen-Tokita★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000413828
Postcode
3000
📞 1300 732 266🌐 Website
Margin Lending and Geared InvestmentsSelf-Managed Superannuation FundsDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Alexander Middleditch★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001238455
Postcode
3000
📞 (02) 8651 3400🌐 Website
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★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005030
Postcode
3000
📞 1300 653 097🌐 Website
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.
RegisteredTax Advice ✓
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000473023
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning (Financial Planning)Margin Lending Accreditation Program
SuperannuationSecuritiesRSA Products
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Joshua Thomas Jones★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2011 (15 years)
Registration #
000345984
Postcode
3000
📞 (07) 3334 4888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2011 (15 years)
Registration #
000407560
Postcode
3000
📞 (03) 9328 3900
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2011 (15 years)
Registration #
001005452
Postcode
3000
📞 1800 062 134🌐 Website
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
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Loren Renee Brandle

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001000869
Postcode
3000
📞 (02) 9178 0700🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001003394
Postcode
3000
📞 13 22 65🌐 Website
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★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001004639
Postcode
3000
📞 (03) 9824 8555🌐 Website
Bachelor of CommerceMargin Lending and Geared InvestmentsCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Wojtas★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001002057
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Business in Banking and FinanceGraduate Certificate in Finanical PlanningGraduate Diploma in Applied Finance (Financial Planning)Certified Financial Planner
Superannuation
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Mark Wyld★★★★★ 5 (78 reviews)

MW GROUPING PTY LTD
RegisteredTax Advice ✓
📍 Level 4/459 Church St, Richmond VIC 3121
Experience
Since 2011 (15 years)
Registration #
000385196
Postcode
3000
📞 1300 159 866🌐 Website
Bachelor of Commerce (Majors in Finance & Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Mathew Honey★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2011 (15 years)
Registration #
000407169
Postcode
3000
📞 1300 974 947🌐 Website
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Hosking★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001003047
Postcode
3000
📞 13 22 65🌐 Website
DiplomaAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Matthew Owen★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001008104
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001008104
Postcode
3000
📞 (02) 8232 3333🌐 Website
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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Michael Fingereth

LIFESTYLE INVESTMENT PLANNING PTY LTD
Registered
📍 Suite 301/434 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2011 (15 years)
Registration #
000403564
Postcode
3004
📞 1300 842 568🌐 Website
Bachelor of Business (Management)Bachelor of CommerceCPA ProgramPublic Practice Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Brian Thomas★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000398397
Postcode
3000
📞 (03) 9909 5800🌐 Website
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
RegisteredTax Advice ✓
📍 8/4A Meridian Pl, Bella Vista NSW 2153
Experience
Since 2011 (15 years)
Registration #
000404456
Postcode
3004
📞 (02) 8607 1417🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Hunt★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001009306
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Financial Planning)Master of Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment Debentures
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Peter Jacob

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000412462
Postcode
3002
📞 (02) 7238 4192🌐 Website
Graduate Diploma of Applied Finance and InvestmentProvide Advice in DerivativesSelf Managed Superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter King★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001272533
Postcode
3000
📞 (03) 9242 4000🌐 Website
Securities & Derivatives Industry Association Accreditation Program (SDIA)Accredited Derivatives Adviser 1Accredited Derivatives Adviser 2Relevant Provider Exam
SecuritiesDerivativesGovernment Debentures
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Renato Dicandido★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2011 (15 years)
Registration #
001006952
Postcode
3004
📞 (03) 8508 7800🌐 Website
Advanced Diploma of Business (Marketing)Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rohan Talwar★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004592
Postcode
3000
📞 (02) 8114 2222🌐 Website
Bachelor of Business (Accounting)Bachelor of Computing (Information Systems)Certified Practicing AccountantStockbrokers Association of Australia Professional Diploma in Stockbroking
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Scott Sanders★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2011 (15 years)
Registration #
001003504
Postcode
3000
📞 (07) 3212 1333🌐 Website
Bachelor of BusinessGraduate Certificate of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Gearing Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sheryl Paras Agustin★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001004874
Postcode
3000
📞 1300 650 873🌐 Website
Bachelor of Arts (Economics)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simone Murray

FYG PLANNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/41 Mount St, Burnie TAS 7320
Experience
Since 2011 (15 years)
Registration #
000267394
Postcode
3000
📞 (03) 6440 3555🌐 Website
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
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Stephanie Patrick★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000414199
Postcode
3000
📞 (02) 8651 3400🌐 Website
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
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Stephen Alexander Godfrey★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000407622
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business ManagementBachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMasters of Applied Finance
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Tania Ziogas★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2011 (15 years)
Registration #
001000825
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of Business (Accounting)Diploma of Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Tanya Vanderpoel★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001004214
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningProfessionalism & Ethics in Financial Advice
SuperannuationLife InsuranceSecurities
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Timothy Dawe★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
000410551
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of CommerceCertified Financial Planner CertificationEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Rennie★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Yanish Geerdharry★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2011 (15 years)
Registration #
001002360
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of Commerce (Accounting and Finance)Postgraduate Diploma in Commerce (Taxation)Advanced Diploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Adam Ezerins★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000452746
Postcode
3000
📞 (03) 9909 5800🌐 Website
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
RegisteredTax Advice ✓
📍 Level, 1/530 Little Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000418763
Postcode
3000
📞 (03) 9909 7702🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial ServicesMaster of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alistair Mcdill★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001005318
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000423603
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of CommerceEthics and Professional Standards for Financial AdvisersGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Streader★★★★★ 5 (2 reviews)

D F S ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 179 Queen St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002112
Postcode
3000
📞 (03) 9658 6700🌐 Website
Bachelor of Business (Accounting)GraduateDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan William John Smith★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000452759
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Business (Financial Management)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Craven★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001146
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Commerce (Corp. Fin)Accredited Derivatives Adviser Level 1 & 2SAA Professional Diploma in StockbrokingMargin Lending / Superannuation Accreditation Programs
SuperannuationSecuritiesDerivativesGovernment Debentures
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Charles Holst★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001006296
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Registered
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
001235932
Postcode
3004
📞 1800 376 376🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
001003059
Postcode
3000
📞 (03) 9328 3900
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★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004064
Postcode
3004
📞 1800 333 613🌐 Website
Bachelor of BusinessDiploma of Financial ServicesClient Engagement SkillsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Christopher Robert Rancie★★★★★ 4.8 (12 reviews)

WPP LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Commerce, House Suite 6/26/28 Commerce Dr, Robina QLD 4226
Experience
Since 2012 (14 years)
Registration #
000429157
Postcode
3000
📞 (07) 5593 0005🌐 Website
Bachelor of Business (Financial Planning)Tax for Financial AdvisingEthics & Professionalism in Financial AdviceInsurance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Wollermann★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001301224
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Management)Chartered Financial Analyst (CFA)
SuperannuationSecuritiesDerivatives
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Daniel Rosenthal★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004577
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce (Finance, Financial Planning & Economics)ADA Level 1RG 146 Margin Lending AccreditationRG 146 Superannuation Accreditation
SuperannuationSecuritiesDerivativesGovernment Debentures
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Daniel William Callaghan★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000442741
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Business (Finance & Economics)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics & Professionalism in Financial Advice
Superannuation
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David Keith Smith★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000426313
Postcode
3008
📞 (02) 9248 0422🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001683
Postcode
3000
📞 1300 275 813🌐 Website
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★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001429
Postcode
3000
🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000452753
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2012 (14 years)
Registration #
001007632
Postcode
3000
📞 (03) 9587 9747🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001004912
Postcode
3000
📞 1300 275 813🌐 Website
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
RegisteredTax Advice ✓
📍 390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
000427928
Postcode
3004
📞 (03) 9975 7201🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000297183
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★ 2 (1 reviews)

ASSETPLAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 7/488 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000422924
Postcode
3000
📞 (03) 9670 8338🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jaya Hingorani★★★ 2.8 (12 reviews)

TEAM SUPER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 168 Parry St, Newcastle NSW 2302
Experience
Since 2012 (14 years)
Registration #
001006501
Postcode
3000
📞 13 64 63🌐 Website
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
RegisteredTax Advice ✓
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001003392
Postcode
3000
📞 13 22 65🌐 Website
Bachelor Degree (Hons)AFMAGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Joseph Mark Lanteri★★★★★ 4.7 (47 reviews)

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Ground Floor/1 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001289
Postcode
3000
📞 (03) 9650 3722🌐 Website
Bachelor of Commerce FinanceMaster of Professional AccountingRG146 CompliantCertified Practising Accountant
SuperannuationGovernment Debentures
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Joshua Samuel Davis★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002814
Postcode
3000
📞 (03) 9605 9500🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001004850
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial ServicesDiploma of Financial PlanningAccredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Kelly Mayberry★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000423680
Postcode
3000
📞 1300 134 187🌐 Website
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★★★★ 3.7 (3 reviews)

WATTLE PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000461247
Postcode
3000
📞 (03) 8414 2901🌐 Website
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
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001003096
Postcode
3004
📞 (02) 8036 6490🌐 Website
Bachelor of CommerceCertified Practicing Accountant (CPA)Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa-Anne Han★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000423160
Postcode
3000
📞 (02) 8262 4000🌐 Website
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★★★★★ 5 (1 reviews)

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 11/379 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001257174
Postcode
3000
📞 (03) 9621 1000🌐 Website
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★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
001003483
Postcode
3004
📞 (03) 9863 3111🌐 Website
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★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000329441
Postcode
3000
📞 1300 138 138🌐 Website
Master of Financial ManagementMaster of AccountingGraduate Diploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Marc Raymond Whitworth★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000433748
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000433748
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000427611
Postcode
3000
📞 (02) 9904 2792🌐 Website
Diploma of Financial PlanningSMSFFPC008Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Anthony Firman★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001236022
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000422098
Postcode
3000
📞 1300 275 813🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001003073
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002226
Postcode
3000
🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning)CFPSMSF Core Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Parrella★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002226
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001003871
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Commerce (Economics and Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Oren★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
001001782
Postcode
3004
📞 (03) 9014 7740🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001003412
Postcode
3000
📞 (03) 9242 4000🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nash David Catchlove★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2012 (14 years)
Registration #
001003412
Postcode
3000
📞 (07) 3212 1333🌐 Website
Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Noelia Custodio Pinto

WALKER LANE PTY LTD
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000418519
Postcode
3000
📞 (02) 9135 2935🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/54 Jephson St, Toowong QLD 4066
Experience
Since 2012 (14 years)
Registration #
000431109
Postcode
3000
📞 1800 262 258🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001005498
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Robert Hand★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
000392545
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rohan Benstead★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001001580
Postcode
3000
📞 1300 306 900🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Applied FinanceMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott James Fleming★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000430900
Postcode
3000
📞 1800 445 767🌐 Website
Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sean Lyons★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2012 (14 years)
Registration #
001005732
Postcode
3000
📞 (07) 3212 1333🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Stephen James Fulton★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001006342
Postcode
3000
📞 (02) 8216 6300🌐 Website
SUPERANNUATION ACCREDITATION PROGRAMMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKINGGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Steven Craigie★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001002068
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of business (banking and finance)Diploma of Financial PlanningCertified Financial PlannerEthics and professionalism in financial advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vince Panagiotidis

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000420434
Postcode
3000
📞 (03) 9209 9777🌐 Website
Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William James Ezzy★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
000450458
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of CommerceGraduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Wilson★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2012 (14 years)
Registration #
000440593
Postcode
3000
📞 13 26 87🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMargin Lending
SuperannuationLife Insurance
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Adam Spicer★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000468650
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Accounting)Bachelor of Business (Banking and Finance)Margin Lending -Knowledge OnlyGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Adrian Pelligra★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000447866
Postcode
3000
📞 (03) 9602 3233🌐 Website
Bachelor of Finance (Major in Financial Planning)LST1BSL Business LawLST1BSL Business LawAccredited Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Adrian Pelligra★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000447866
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Finance (Major in Financial Planning)LST1BSL Business LawLST1BSL Business LawAccredited Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alan Myatt★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001003649
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000454052
Postcode
3000
📞 1300 847 434🌐 Website
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.
RegisteredTax Advice ✓
📍 6/90 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000442906
Postcode
3000
📞 (03) 9663 3344🌐 Website
Bachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Casey Rock★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001003748
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Arts, Political Science and International RelationsBachelor of Business, Banking and FinanceDiploma of Financial MarketsGraduate Diploma of Financial Planning
DerivativesForeign Exchange
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Christian Zimmer★ 1 (1 reviews)

GARNAUT PRIVATE CLIENTS PTY LTD
RegisteredTax Advice ✓
📍 Level 15/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2013 (13 years)
Registration #
001001771
Postcode
3004
📞 (03) 9856 4500🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001006265
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceProfessional Diploma in StockbrokingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Clifford Samson★★★★★ 5 (50 reviews)

WEALTH 23 DEALER GROUP SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41 Wood St, Mackay QLD 4740
Experience
Since 2013 (13 years)
Registration #
000465553
Postcode
3000
📞 (07) 4957 5822🌐 Website
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★★★★★ 5 (48 reviews)

CRUZ FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 11/76 Township Dr, Burleigh Heads QLD 4220
Experience
Since 2013 (13 years)
Registration #
000448301
Postcode
3000
📞 (07) 3132 8977🌐 Website
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★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2013 (13 years)
Registration #
000437213
Postcode
3004
📞 (03) 9014 7740🌐 Website
Certificate IV in Financial ServicesDiploma of Financial servicesCase Studies in Financial Planning (Capstone Subject)Bachelor of Finance
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Daniel Rohan Gumley★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000447971
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of Commerce (Economics/Finance)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Deon Cavarra★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001260575
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Elizabeth Mary Watson★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001003725
Postcode
3000
📞 (02) 8651 3400🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerClient Engagement SkillsEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eujoon Lim

WALKER LANE PTY LTD
RegisteredTax Advice ✓
📍 1 Margaret St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000459634
Postcode
3000
📞 (02) 9135 2935🌐 Website
Bachelor of Business (Financial Risk Management)Masters of Applied EconometricsDiploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Florin Clopovschi★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000445832
Postcode
3000
📞 (02) 8216 6300🌐 Website
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
RegisteredTax Advice ✓
📍 Lev 9/360 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001001881
Postcode
3000
📞 (03) 9649 7611🌐 Website
Introductory Personal FinanceBachelor of CommerceMargin Lending and Geared InvestmentsSuperConcepts Specialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gajan Sundaram★★★★★ 4.8 (45 reviews)

BONGIORNO FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2013 (13 years)
Registration #
000439004
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of Commerce (Finance)Bachelor of EconomicsDiploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Ngo

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001001377
Postcode
3004
📞 (02) 9904 2792🌐 Website
Bachelor of CommerceBachelor of LawsMargin Lending and Geared InvestmentsMaster of Wealth Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Michael Stewart★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000442739
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of BusinessFNS60410 Advanced Diploma of Financial PlanningMasters of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jared Noel Hoddinott★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001005711
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of FinanceAccredited Derivatives Adviser Level 2 ExamMaster of Business AdministrationEthics and Professionalism in Financial Advice
SecuritiesDerivativesGovernment Debentures
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Jared Peter Painter★★★★★ 4.7 (3 reviews)

VIVID FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 466 Cheltenham Rd, Keysborough VIC 3173
Experience
Since 2013 (13 years)
Registration #
000439077
Postcode
3000
📞 (03) 9772 2998🌐 Website
Bachelor of Business (B.Bus)Diploma Financial PlanningDiploma of Mortgage BrokingSelf- Managed Superfunds
SuperannuationLife InsuranceLife InvestmentRSA Products
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Jeremy Michael Tyzack★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
RegisteredTax Advice ✓
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001001953
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Commerce (Finance / Financial Planning)Graduate Diploma of International FinanceMargin Lending Accreditation ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Jonathan Kujawa★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000438042
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of businessDiploma of Financial PlanningAdvanced diploma of financial planningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee Hutchison★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001004928
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of Business and CommerceAdvanced Diploma of Financial PlanningFPC007B Client Engagement SkillsFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Luke Alan Window★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
Registered
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2013 (13 years)
Registration #
000432316
Postcode
3004
📞 (03) 9014 7740🌐 Website
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
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Manu Bhalla★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000342293
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of CommercePost Graduation in Applied Science (Web and Computing)Advanced Diploma in Financial planningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marc Mario Siciliano★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001001037
Postcode
3000
📞 (03) 9824 8555🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000438455
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of FinanceDiploma of Financial PlanningCertified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Leslie Goss★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000441105
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)TFAv1 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pablo Vilela★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001006454
Postcode
3000
📞 (03) 9909 5800🌐 Website
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
RegisteredTax Advice ✓
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Experience
Since 2013 (13 years)
Registration #
000441560
Postcode
3000
📞 1300 853 764🌐 Website
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
RegisteredTax Advice ✓
📍 Level 38/71 Eagle St, Brisbane City QLD 4000
Experience
Since 2013 (13 years)
Registration #
000441560
Postcode
3000
📞 1300 853 764🌐 Website
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★★★★★ 4.9 (134 reviews)

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Shop 2/635 Pacific Hwy, Belmont NSW 2280
Experience
Since 2013 (13 years)
Registration #
000440850
Postcode
3000
📞 (02) 4945 4700🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001003572
Postcode
3000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000435130
Postcode
3000
📞 (02) 8074 8599🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2013 (13 years)
Registration #
000435801
Postcode
3000
📞 (03) 9328 3900
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001005512
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001002497
Postcode
3000
📞 1800 005 166🌐 Website
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★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000438153
Postcode
3000
📞 (03) 9670 3434🌐 Website
Advanced Diploma of Financial PlanningBachelor of BusinessBasic Income TaxCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stefan Marchesani★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Steven Bird★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001004317
Postcode
3000
📞 (03) 9242 4000🌐 Website
Finance and International Business MajorRisk ManagementSuperannuation Managed InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stevie-Jade Phillipa Turner★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000433749
Postcode
3000
🌐 Website
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★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000440273
Postcode
3000
📞 (03) 9629 1100🌐 Website
Diploma of Financial ServicesBachelor of CommerceAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Xiao Jie Wang★★★★★ 5 (2 reviews)

FIRST SAMUEL LIMITED
RegisteredTax Advice ✓
📍 16/500 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001004744
Postcode
3000
📞 (03) 8610 9222🌐 Website
Advanced Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yan Sun★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001234896
Postcode
3000
📞 1300 847 434🌐 Website
Bachelor of Management and ArtsAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingTier 1 Margin Lending Personal Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Yingyi Chen

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000444767
Postcode
3000
📞 (03) 9209 9777🌐 Website
Bachelor of CommerceBachelor of CommerceDiploma of Financial Services (Financial Planning)Master of Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zoe Ghribeh★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2013 (13 years)
Registration #
000441095
Postcode
3000
📞 13 26 87🌐 Website
Diploma of Financial PlanningSelf Managed Super Fund CourseEthics and ProfessionalismGraduate Diploma of Financial Planning
SuperannuationLife Insurance
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Adrian Chan★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2014 (12 years)
Registration #
001003414
Postcode
3000
📞 13 26 87🌐 Website
Bachelor of CommerceGraduate Diploma in Professional AccountingDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife Insurance
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Alexander Baroukh★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000456163
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of CommerceBachelor of EconomicsGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Andrew Bullard★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005322
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeDiplomaGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Anisha Natalie Urudra★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003539
Postcode
3000
📞 1300 650 873🌐 Website
732103 Principles of Business LawBLAW30002 Taxation LawBachelor of CommerceDiploma of Financial Planning
Superannuation
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Ann Le★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Benjamin Dunlop★★★★ 4.5 (65 reviews)

LEGAL SUPER PTY LTD
Registered
📍 Level 8/55 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001002007
Postcode
3000
📞 1800 060 312🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001005341
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of Commerce (Economics and Finance)Foreign Exchange AccreditationGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment Debentures
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Carl Alexander Steinfort★ 1 (1 reviews)

BOMBORA ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000452539
Postcode
3004
📞 1300 653 097🌐 Website
Bachelor of Commerce (Accounting/Finance)Certified Tax AdviserAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Charles John Randles★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003749
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Christoffel Van Den Berg★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001008835
Postcode
3000
📞 (03) 9292 0101🌐 Website
Master of Applied FinanceClient Engagement SkillsEconomic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cindi June Argent★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002381
Postcode
3000
📞 1300 650 873🌐 Website
LEGL101 Introduction to LawLEGL300 Taxation LawBachelor of Business (Accounting)Diploma of Financial Planning
Superannuation
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Claudio Anthony Donato★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001241941
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★ 1 (1 reviews)

BR ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000455635
Postcode
3000
📞 1300 653 097🌐 Website
Bachelor of Commerce (major in Finance and Financial Planning)Master of Financial Planning (Qualification)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Graham Jones★★★★★ 5 (6 reviews)

TOWNSEND COBAIN PTY LTD
RegisteredTax Advice ✓
📍 Level 16/390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2014 (12 years)
Registration #
001004344
Postcode
3004
📞 (03) 9975 7208🌐 Website
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★★★★★ 5 (1 reviews)

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 SE 12.02/L12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2014 (12 years)
Registration #
001006514
Postcode
3004
📞 (03) 9867 2511🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003386
Postcode
3000
📞 13 22 65🌐 Website
DiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Danny John Bridgland★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003577
Postcode
3000
📞 1300 138 848🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Super FundsGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Bul Bior★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003387
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceDiplomaGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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David Camilo Perez Estupinan★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001006271
Postcode
3000
📞 (03) 7037 1709🌐 Website
Master of International FinanceMaster of Professional AccountingMaster of Professional AccountingMasters of International Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Patterson★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
Not RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001006181
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor Commerce (Accounting, Banking and Finance)Graduate Diploma of Applied Finance: Major in Financial MarketsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Thang★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001001626
Postcode
3000
📞 (02) 8114 2222🌐 Website
Bachelor of Business (Financial Planning)RG 146SAFAA Accredited Derivatives Adviser Level 1 (ADA1) AccreditationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecurities
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Emily Chiara Lanciana★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000467972
Postcode
3000
📞 (02) 8262 4000🌐 Website
Bachelor of CommerceCertificate IV in Finance & Mortgage BrokingAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ge Sang★★★★★ 5 (3 reviews)

APEX MACRO FINANCIAL GROUP PTY. LTD.
RegisteredTax Advice ✓
📍 772A Station St, Box Hill North VIC 3129
Experience
Since 2014 (12 years)
Registration #
001002717
Postcode
3004
📞 1300 003 888🌐 Website
Master of Professional Accounting/CommerceAdvanced Diploma of Financial PlanningMargin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Hakan Ozyon★★★★ 4.5 (384 reviews)

HEJAZ FINANCIAL ADVISERS PTY LTD
Registered
📍 Level 11/2 Queen St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000461990
Postcode
3000
📞 1300 043 529🌐 Website
Diploma of Financial Planning FNS40107Bachelor of Business (Economics and Finance)Self Managed Super FundsMaster of Professional Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Harriet Gibb★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003060
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Commerce5 unit CFP Certification ProgramSelf Managed Superannuaion FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Alexander Kendall Fletcher★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001006336
Postcode
3000
📞 1300 309 618🌐 Website
AAF3150Bachelor of Commerce (Accounting and Finance)FPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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James Lindberg★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000454673
Postcode
3000
📞 1300 309 618🌐 Website
BLO1105Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Jarryd Callen Freeman★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003390
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Jason Michael Calleja★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000436848
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeffrey Khoury

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003585
Postcode
3000
📞 1300 275 813🌐 Website
TaxationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Accounting
SuperannuationLife Insurance
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Jeremy Max Sojka★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001004400
Postcode
3000
📞 1300 309 618🌐 Website
BTF1010BTF3931Bachelor of Commerce (Accounting, Banking and Finance, Economics)Advanced Diploma of Financial Planning
SecuritiesDerivativesGovernment Debentures
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Jing Xu★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002560
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)Diploma of Financial PlanningCFP1 FPA Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Steven Versace★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
000425361
Postcode
3000
📞 (02) 8262 4000🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Services (Insurance)Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Anthony Scipione★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001004308
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of CommerceMLC101 Business LawDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Juliana Rajkovic★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000448401
Postcode
3000
📞 (03) 8651 2600🌐 Website
Professional Diploma in StockbrokingAccredited Derivatives AdvisorDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Kristian Tribuiani★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001003272
Postcode
3000
📞 1300 847 434🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Laura Elizabeth Dix★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001004917
Postcode
3000
📞 1800 813 327🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Business Administration (Finance)Ethics & Professionalism in Financial Advice
Superannuation
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Laura Jillian Baker★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002943
Postcode
3004
📞 1800 333 613🌐 Website
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
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Leigh Fernando★ 1 (1 reviews)

BR ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000454076
Postcode
3000
📞 1300 653 097🌐 Website
Bachelor of BusinessGraduate Certificate in Applied FinanceGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mahmut Anil Resuloglu★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005868
Postcode
3000
📞 1800 005 166🌐 Website
Bachelor of FinanceMaster of International BusinessGraduate Diploma of Financial Planning
Superannuation
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Marigold Juli Botton★★★★★ 5 (15 reviews)

AVANA FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000467016
Postcode
3004
📞 (03) 8639 1600🌐 Website
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Irvine★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002968
Postcode
3000
📞 1300 650 873🌐 Website
LST2BSL Business LawBachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
Superannuation
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Matthew Angelo Tsimos★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001257274
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Angelo Tsimos★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001257274
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Business (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Jacobson

NATIONAL PLANNING PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 28/20 Commercial Rd, Melbourne VIC 3004
Experience
Since 2014 (12 years)
Registration #
000455757
Postcode
3004
📞 1300 002 375🌐 Website
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Dunbar★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003424
Postcode
3000
📞 (02) 8262 4000🌐 Website
Bachelor of Commerce (Financial Planning, Accounting and Finance)Margin LendingAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rebecca De Simoni

MCALLISTER WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2014 (12 years)
Registration #
001002721
Postcode
3004
📞 (03) 9975 7201🌐 Website
Diploma of Financial Services (Financial Planning)Diploma of ManagementAdvanced Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rut Jan Van Henten★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001002882
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Samantha Durdin★ 1 (1 reviews)

BR ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000466447
Postcode
3000
📞 1300 653 097🌐 Website
Graduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane David Fisher★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000457055
Postcode
3000
📞 1300 847 434🌐 Website
Diploma of Financial PlanningBachelor of BusinessDebt StrategiesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon James Lynch★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2014 (12 years)
Registration #
001233834
Postcode
3000
📞 (07) 3212 1333🌐 Website
Bachelor of BusinessMaster of Applied FinanceMargin LendingSecurities and Managed Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Thomas Collinson★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001277022
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce and Bachelor of ArtsAccredited Derivatives Adviser 1 and 2Ethics and Professionalism in Financial AdviceTier 1 Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Thomas Joseph

ADVOCATE ADVISORY PTY. LTD.
RegisteredTax Advice ✓
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
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Thomas Michael Preski★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002922
Postcode
3004
📞 1800 333 613🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Thomas Rogers★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2014 (12 years)
Registration #
000469824
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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Tinashe Rusinga★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001002358
Postcode
3000
📞 (02) 9248 0422🌐 Website
Bachelor of Economics & FinanceDiploma of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Edward Richardson★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001004398
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC007B Client Engagement Skills
SecuritiesDerivativesGovernment Debentures
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Yiren Fu★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001002838
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Economics and FinanceMaster Of AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Russell★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001238940
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of Commerce (Property and Finance)Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Accredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment Debentures
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Alexander Lee★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000450456
Postcode
3000
📞 1300 732 266🌐 Website
Bachelor of Commerce (Financial Planning)Accredited Aged Care Professional ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amanda Kitanovski★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233913
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor Of EconomicsRG146 Accreditation (Securities & Managed Investments)Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Antoni Josef Stolarek★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
Registered
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Antony Santomartino★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2015 (11 years)
Registration #
001006939
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce and EconomicsDiploma of Financial PlanningMaster of Applied FinanceEthics and Profesional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Costigan

EIKON FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 Level 22/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008316
Postcode
3000
📞 (03) 7035 1380🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSMSF Specialist Advisor Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Ross★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001237283
Postcode
3000
📞 1800 501 204🌐 Website
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★★★ 3 (1 reviews)

WH CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 14 Simpson St, East Melbourne VIC 3002
Experience
Since 2015 (11 years)
Registration #
000473671
Postcode
3000
📞 (03) 8393 6533🌐 Website
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★★★★★ 5 (1 reviews)

ROYSTON CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 22/459 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001007811
Postcode
3000
📞 (03) 8648 3186🌐 Website
Bachelor of CommerceCertified Financial PlannerCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Caroline Ngoi

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
000334708
Postcode
3000
📞 1300 275 813🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008739
Postcode
3000
📞 (03) 9242 4000🌐 Website
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
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001007861
Postcode
3000
📞 (03) 8621 8400🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dale Stephen Cooper

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001007861
Postcode
3000
📞 (03) 8621 8400🌐 Website
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Achille Aiello

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2015 (11 years)
Registration #
001008949
Postcode
3004
📞 1800 062 134🌐 Website
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★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
Registered
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237445
Postcode
3000
📞 (03) 9655 5000🌐 Website
Bachelor of Commerce/Bachelor of Engineering (Honours)Master of Business AdministrationSuperannuationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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David King★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001007848
Postcode
3004
📞 (03) 9014 7740🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237622
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001236120
Postcode
3000
📞 (02) 8262 4000🌐 Website
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★★★★★ 5 (1 reviews)

COBALT ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 Level 3/54 Jephson St, Toowong QLD 4066
Experience
Since 2015 (11 years)
Registration #
001233060
Postcode
3000
📞 1800 262 258🌐 Website
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
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Ellen Lynch

ACORN FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 157 Spring St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237757
Postcode
3000
📞 (03) 9650 4577🌐 Website
Advanced Diploma in Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Endre Lloyd-Johnsen★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008073
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hisako Toguchi

WREN ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 365 Little Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001001972
Postcode
3000
📞 (03) 9663 6602🌐 Website
MADip FPFPC002B Ethics and Professionalism in Financial AdviceCFP Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Hoai Ninh

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001263022
Postcode
3000
📞 (03) 9328 3900
Bachelor of FinanceMaster of Professional AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hock Jeen Liaw★★★★★ 5 (232 reviews)

CERTUS FSL PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237656
Postcode
3000
🌐 Website
Bachelor of CommerceBachelor of CommerceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jackson Geoffrey Howe★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001268444
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessForeign Exchange RG146.149Relevant Provider ExamGraduate Diploma of Financial Planning
Securities
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Jayalatha Chidambara Bharathi★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237252
Postcode
3000
📞 1300 138 138🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008857
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Business (Financial Planning)Accredited Listed Product Adivser Program (ALPA)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
Superannuation
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John Richard Shaw

BOAG ASSET MANAGEMENT PTY LTD
Registered
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233398
Postcode
3000
📞 (03) 9959 9872🌐 Website
Bachelor of BusinessRG146 Accreditation (Securities & Managed Investments)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Jonathon Hoang Nguyen

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001238277
Postcode
3000
📞 1300 663 334🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001235346
Postcode
3000
📞 1300 650 873🌐 Website
MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (majoring in Accounting, Finance & Financial Planning)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kymberlee Louise Condron★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233004
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial PlanningAFMA
Foreign Exchange
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Linan Zhong★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001238293
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Accounting)Master of Financial AnalysisFNS50615 Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Mark Valentine Debeljak★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237007
Postcode
3000
📞 (03) 9602 3233🌐 Website
Bachelor of EconomicsChartered Accountant ProgramAccreditation in Margin Lending & SMSFAdvance Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Matthew Geoffrey King★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001235591
Postcode
3000
📞 1300 309 618🌐 Website
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★★★★★ 5 (1 reviews)

AAG FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 6/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001007411
Postcode
3000
📞 (03) 8866 0000🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending SpecialistFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mia Yan★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001236158
Postcode
3000
📞 13 22 65🌐 Website
Master of Commerce (Advanced)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
Foreign Exchange
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Michael Vincent Lirosi★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001236503
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of Commerce (Accounting & Management)Margin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Watt★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001238039
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce and Bachelor of EngineeringCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mitchell Mark Mckeown★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
000473270
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor of Business (Accounting, Marketing)Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningMaster of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nadine Florenini★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001236200
Postcode
3000
📞 1300 309 618🌐 Website
DFP5v1 Tax for Financial AdvisingFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsMaster of Financial Planning
SecuritiesDerivativesGovernment Debentures
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Nicholas Johnston★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001001568
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Economics & Finance)Margin Lending Accreditation ProgramProfessional Diploma in StockbrokingGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Nick Katiforis★★ 2 (4 reviews)

SEQUOIA WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 7/1 Castlereagh St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
000270538
Postcode
3000
📞 (02) 8114 2222🌐 Website
Graduate Diploma in Applied Finance and InvestmentRG146 Securities and MIDerivatives Accreditation ADA2
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Nicole Looi★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001235624
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial MarketsGraduate Diploma of Financial Planning
Foreign Exchange
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Olivia Grant

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001008036
Postcode
3004
📞 (02) 9904 2792🌐 Website
Diploma of Financial Planning (FNS50610)Margin LendingBTF1010Bachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pei Lin Amanda Lee★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Peter Campbell★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233303
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Commerce (Sport Management major)Advanced Diploma of Financial PlanningDiploma of Financial PlanningMaster of International Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pierston Hawkins★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001238065
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of BusinessGraduate Diploma (ICAA)Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesDerivativesRSA Products
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Rebecca Pritchard★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2015 (11 years)
Registration #
000471843
Postcode
3004
📞 (02) 9328 0876🌐 Website
Bachelor of Commerce (Finance)Diploma of Financial PlanningMargin LendingFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Rohan Mcclure★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001235713
Postcode
3000
📞 (03) 9242 4000🌐 Website
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
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Ryan Wadsworth

SYNCHRON ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001233468
Postcode
3004
📞 (03) 9328 3900
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Saeed Shamaee

BONA FIDE ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Suite 409/1 Queens Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001007556
Postcode
3004
📞 (03) 9848 2101🌐 Website
Bachelor of EconomicsMaster of EconomicsGraduate Diploma in Applied FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Blake Jewell★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Experience
Since 2015 (11 years)
Registration #
001236582
Postcode
3004
📞 (02) 9328 0876🌐 Website
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Shaun Ganguly★★★★★ 5 (15 reviews)

PRIME YEARS PTY LTD
RegisteredTax Advice ✓
📍 430 Little Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001238238
Postcode
3000
📞 1300 568 932🌐 Website
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Thwaites★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Registered
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001235943
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of ArtsGraduate Diploma of Banking and FinanceGraduate Diploma of Applied Finance and InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Francis Coulthard★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237008
Postcode
3000
📞 (03) 9602 3233🌐 Website
Bachelor of BusinessChartered Accountant ProgramAccreditation in Margin lending & SMSFDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Stuart Wilkinson

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2015 (11 years)
Registration #
001253008
Postcode
3000
📞 0414 971 806🌐 Website
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
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Tao Qu★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233678
Postcode
3000
📞 1800 331 685🌐 Website
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
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Tarek Mazloum

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001233565
Postcode
3000
📞 (03) 8621 8400🌐 Website
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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Theodoros Karoumbalis

IADVICE TECHNOLOGY PTY LTD
RegisteredTax Advice ✓
📍 Level 31/120 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237098
Postcode
3000
📞 0457 664 688🌐 Website
Bachelor of Laws & CommerceBachelor of LawsDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thilini Ishara Ratnayake★★★★ 4.1 (9 reviews)

NEXIA MELBOURNE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 16/600 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
000472305
Postcode
3000
📞 (03) 8613 8888🌐 Website
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
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Thomas Benjamin Daykin

NATIONAL PLANNING PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 28/20 Commercial Rd, Melbourne VIC 3004
Experience
Since 2015 (11 years)
Registration #
001274809
Postcode
3004
📞 1300 002 375🌐 Website
DIPLOMA OF FINANCIAL PLANNINGADVANCED DIPLOMA FINANCIAL PLANNINGGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas John Napier★★★★★ 5 (4 reviews)

HARLEN FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 12/456 Lonsdale St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001235900
Postcode
3000
📞 (03) 9081 0110🌐 Website
Graduate Diploma in Financial PlanningCFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tristan William Bowman★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237446
Postcode
3000
📞 (03) 9655 5000🌐 Website
Bachelor of Commerce/Bachelor of LawsRG146 Gap Training Program for CFA Charterholders and CandidatesSuperannuationChartered Financial Analyst (CFA)
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Victoria Schepisi★★★★★ 5 (15 reviews)

SENECA FINANCIAL SOLUTIONS PTY LTD
Registered
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001007072
Postcode
3000
📞 (03) 8639 1600🌐 Website
Bachelor of Arts (International Studies)Margin Lending Accreditation ProgramProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level 2 ADA 2
SuperannuationSecuritiesDerivativesGovernment Debentures
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Will Hauser★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001237570
Postcode
3000
📞 (03) 8651 2600🌐 Website
Bachelor of CommerceProfessional Diploma in StockbrokingMargin Lending Accreditation ProgramDiploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Adrian Dalzotto★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240320
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of Financial AdvisingEthics & Professionalism in Financial AdviceCertified Financial Planner
SuperannuationLife InsuranceSecuritiesRSA Products
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Aidan Darmody★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2016 (10 years)
Registration #
001244944
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of Accounting/ Bachelor of FinanceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Alexander James Kelsey

THE ADVICE EXCHANGE PTY LTD
RegisteredTax Advice ✓
📍 Level 2/177 Toorak Rd West, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001246543
Postcode
3000
📞 (03) 9823 1345🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexandria Maria Foran★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249848
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of AgribusinessDiploma of Financial MarketsGraduate Diploma of Financial PlanningAustralian Financial Markets Association
Foreign Exchange
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Alison Christine O'Grady★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001242051
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of Business (marketing)Graduate diploma in Applied FinanceProfessional Diploma in StockbrokingFPC002B Ethics and Professionalism in Financial Advice
SecuritiesDerivativesGovernment Debentures
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Amela Halilovic★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249476
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Commerce (Finance, Financial Planning)Client Engagement SkillsEthics and Professionalism in Financial Planning
Foreign Exchange
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Amelia Chiaw Hui Chia★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240908
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of commerce (Accounting and finance)Diploma of Financial PlanningCertified Financial PlannerEthics and professionalism in financial advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Amy Kathleen Gill★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240762
Postcode
3000
📞 (03) 9824 8555🌐 Website
Diploma of Financial PlanningBachelor of CommerceFPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Andrew Scott Arnold★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
000462907
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of commerce (accounting)Advanced diploma of financial planningEthics and professionalism in financial adviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Angus Carson Dowling★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2016 (10 years)
Registration #
001245665
Postcode
3000
📞 (08) 9267 3444
Bachelor of Commerce (Finance)Diploma of Financial PlanningDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Annalise Curran★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001255380
Postcode
3000
📞 (03) 9824 8555🌐 Website
Bachelor of CommerceCertified Practicing AccountantDiploma of Financial PlanningFPC001B
SuperannuationRSA Products
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Anthony Demetriou★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240654
Postcode
3000
🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)SMSF Core CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Demetriou★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240654
Postcode
3000
📞 (03) 9292 0101🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)SMSF Core CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Azim Pir

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001241301
Postcode
3000
📞 (03) 9209 9777🌐 Website
Diploma of Financial ServicesSelf Managed Superannuation FundsSuperannuation and Retirement PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Belinda Barr★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246998
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Finance (Finance)Graduate Certificate in Applied Finance and InvestmentGraduate Diploma of Applied FinanceInvestments (General Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Belinda Barr★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246998
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Finance (Finance)Graduate Certificate in Applied Finance and InvestmentGraduate Diploma of Applied FinanceInvestments (General Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Scotta★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001248483
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of AccountingBachelor of FinanceDiploma of Financial Planning5 unit CFP Certification Program
Foreign Exchange
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Boris Rikalo★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001249398
Postcode
3000
📞 (03) 8508 7800🌐 Website
Bachelor of Business5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Peacock★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2016 (10 years)
Registration #
001239207
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Broderick Foxwell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001246577
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 Safe Deposit Building, L5/90 Queen St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243659
Postcode
3000
📞 (03) 9975 7070🌐 Website
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★★★★★ 5 (70 reviews)

NEW HORIZONS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 47 Wishart Cres, Baringa QLD 4551
Experience
Since 2016 (10 years)
Registration #
001240942
Postcode
3000
📞 1300 133 597🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001242405
Postcode
3000
📞 (07) 0000 0036🌐 Website
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★★★★★ 5 (6 reviews)

CARNBREA & CO. LTD.
RegisteredTax Advice ✓
📍 Level 20/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240512
Postcode
3000
📞 (03) 9111 0888🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249794
Postcode
3004
📞 1800 062 134🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001238447
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of CommerceMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingMaster of Applied Finance
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Daniel Testa★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240809
Postcode
3000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240809
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246156
Postcode
3000
📞 (02) 8232 3333🌐 Website
Bachelor of Laws Honours Class IIBSecurities and Managed InvestmentsSuperannuation and Retirement PlanningDiploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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David Davies★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001246156
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001242062
Postcode
3000
📞 (02) 8651 3400🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001243350
Postcode
3000
📞 (02) 7238 4192🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243083
Postcode
3000
🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243083
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001268738
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of BusinessMaster of CommerceForeign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Elisa Evelyn Simpson★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001250897
Postcode
3004
📞 (03) 8508 7800🌐 Website
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★★★★★ 5 (23 reviews)

AWFP GROUP PTY LTD
RegisteredTax Advice ✓
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001245703
Postcode
3004
📞 (03) 8672 8476🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2016 (10 years)
Registration #
001239484
Postcode
3004
📞 (07) 3334 4888🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001241272
Postcode
3000
📞 1300 309 618🌐 Website
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★★★★★ 5 (48 reviews)

CRUZ FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 11/76 Township Dr, Burleigh Heads QLD 4220
Experience
Since 2016 (10 years)
Registration #
001249656
Postcode
3000
📞 (07) 3132 8977🌐 Website
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001245412
Postcode
3000
📞 (03) 9909 5800🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)BLW14BLW32
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Anderson★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001248087
Postcode
3000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2016 (10 years)
Registration #
001243197
Postcode
3000
📞 0450 737 737🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243759
Postcode
3000
📞 1300 309 618🌐 Website
BTC1110BTC3150Bachelor of CommerceChartered Accountant Program
SuperannuationSecuritiesGovernment Debentures
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Kris James★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001241150
Postcode
3000
📞 (03) 8651 2600🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001247985
Postcode
3000
📞 (02) 9238 1238🌐 Website
ADA2Accredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Professional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesRSA Products
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Lakshan Udara Weerasinghe★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001242195
Postcode
3000
📞 1300 847 434🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249689
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce/Bachelor of EconomicsDiploma of Financial PlanningFPC001BFPC006
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Liam Michael Williams★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240499
Postcode
3000
📞 13 22 65🌐 Website
Advanced Diploma of BusinessBachelor of BusinessGraduate Diploma of Financial PlanningAFMA Accredited Individual (Advising)
Foreign Exchange
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Mark Anthony Nuccio★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001244462
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of EngineeringRG146
Securities
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Matthew Hartley Homewood★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001250708
Postcode
3004
📞 (03) 9863 3111🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001241135
Postcode
3000
📞 (03) 9328 3900
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240879
Postcode
3000
📞 1800 813 327🌐 Website
Diploma of Financial ServicesFinancial PlanningGraduate Diploma of Financial PlanningAssociation of Superannuation Funds Australia (ASFA)
Superannuation
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Michael Jones★★★★ 4.4 (7 reviews)

FORVIS MAZARS WEALTH MANAGEMENT PTY LTD
Registered
📍 Level 12/90 Arthur St, North Sydney NSW 2060
Experience
Since 2016 (10 years)
Registration #
001244105
Postcode
3000
📞 (02) 9922 1166🌐 Website
Bachelor of ArtsBachelor of EconomicsMaster in Tax LawCA Program
Self-Managed Super (SMSF)
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Nicole Gullone★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243344
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Accounting / Bachelor of FinanceCertified Financial Planner (CFP)FPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Niyoosha Reinehr★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001241234
Postcode
3004
📞 1800 333 613🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Commerce(Finance)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Patrick O'Keefe★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001239441
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Business (Banking & Finance)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Alexander Theodore★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001250459
Postcode
3000
📞 1300 650 873🌐 Website
MLC101 Business LawDiploma of CommerceBachelor of CommerceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Asselman★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001247417
Postcode
3000
📞 1800 005 166🌐 Website
Diploma of Financial PlanningBachelor of Commerce (Majors: Financial Planning / International trade & economic policy)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
Superannuation
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Paul Zielke★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001249739
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of Business (Accounting)CPA ProgramDiploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesRSA Products
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Pooja Chadha★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001247779
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of MathematicsMaster of AccountingDiploma of Financial planningAdvanced Diploma of Financial Planning
Superannuation
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Ravinder Taneja★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001245200
Postcode
3004
📞 1800 333 613🌐 Website
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★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001244998
Postcode
3000
📞 (03) 9824 8555🌐 Website
Bachelor of CommerceChartered AccountantSMSF Specialist CourseDiploma of Financial Planning
SuperannuationRSA Products
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Rivee Dylan Tai Tao★★★★★ 5 (6 reviews)

CARNBREA & CO. LTD.
RegisteredTax Advice ✓
📍 Level 20/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001242510
Postcode
3000
📞 (03) 9111 0888🌐 Website
Bachelor of Business (Accounting)Tier 1 Adviser ComplianceAccredited Derivatives Adviser Level 1FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Robert Marsden Wood★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001238762
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001242065
Postcode
3000
📞 (02) 9248 0422🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249231
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
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Salvatore Pizzuto★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001241200
Postcode
3000
📞 1800 501 204🌐 Website
Master of Accounting & Financial ManagementMaster of Financial Analysis (Investment)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Thomas Lees★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240329
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Commercial Law, Finance and Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Sarah Elizabeth Blake★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243684
Postcode
3000
📞 (03) 9824 8555🌐 Website
Bachelor of CommerceGraduate Diploma of Chartered AccountingSMSF Association SMSF Specialist AdvisorDiploma of Financial Planning
SuperannuationRSA Products
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Shaun Robert Albert★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001266446
Postcode
3000
📞 (03) 9909 5800🌐 Website
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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Stefanie Falleti★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001243351
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001241178
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001250742
Postcode
3000
🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tristan Walker★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001250742
Postcode
3000
📞 (03) 9292 0101🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tyler Scarce

MBS ADVICE LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2016 (10 years)
Registration #
001248687
Postcode
3000
📞 1300 100 722🌐 Website
Bachelor of Business-Major in Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning
SuperannuationLife Insurance
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Aamir Shaik★★★★★ 5 (50 reviews)

WEALTH 23 DEALER GROUP SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41 Wood St, Mackay QLD 4740
Experience
Since 2017 (9 years)
Registration #
001258067
Postcode
3004
📞 (07) 4957 5822🌐 Website
Bachelor of AccountingBachelor of FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Joseph Davies★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001251309
Postcode
3000
📞 1300 138 848🌐 Website
Master of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adriano Pizzingrilli★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254364
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of FinanceAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2Diploma of Financial Services
SecuritiesDerivativesGovernment Debentures
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Alex Gmelig★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001256487
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of ArtsBachelor of BusinessClient Engagement SkillsEconomic and Legal Context for Financial Planning
SecuritiesGovernment Debentures
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Allen Ozdil★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2017 (9 years)
Registration #
001263377
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of FinanceCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew James Mathis★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001260823
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Applied FinanceEthics and Professionalism in Financial AdviceMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Arundeepan Ganesan★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001253820
Postcode
3004
📞 1800 333 613🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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Ayshe Agaoglu★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001257911
Postcode
3000
📞 1300 650 873🌐 Website
DL034 Business Law 1BL202 Taxation 1Bachelor of Business (Accountancy)Diploma of Financial Planning
Superannuation
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Bobby Ho★★★★★ 4.7 (47 reviews)

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Ground Floor/1 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001260219
Postcode
3000
📞 (03) 9650 3722🌐 Website
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
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001253957
Postcode
3000
📞 (02) 8074 8599🌐 Website
Bachelor of Education (Secondary)Master of Enterprise InnovationAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cameron Grant Bishop

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2017 (9 years)
Registration #
001252396
Postcode
3000
📞 0414 971 806🌐 Website
Bachelor of Business (Financial Planning)Certified Financial Planner (CFP) Education ProgramEthics and Professionalism in Financial AdviceAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darren Shane Gulasekharam★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001255195
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of Commerce (Accounting, Finance & Financial Planning)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Jamieson★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2017 (9 years)
Registration #
001257349
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Economics & FinanceMaster of Commerce & Professional AccountingDiploma of Financial PlanningSelf-managed super funds (Statement of Attainment)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Devan Bishop★★★★★ 5 (21 reviews)

MGI DOBBYN CARAFA PTY LTD
RegisteredTax Advice ✓
📍 Level 15/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2017 (9 years)
Registration #
001269812
Postcode
3004
📞 (03) 9069 7700🌐 Website
Bachelor of CommerceGraduate Diploma of Chartered AccountingTier 1 RG146Financial Adviser Exam
Superannuation
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Erik Solum★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001261897
Postcode
3000
📞 (03) 9824 8555🌐 Website
Diploma of Financial PlanningGraduate Certificate of Professional AccountingMaster of Financial PlanningFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Francis Kwan★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254693
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Business (Accounting)RG 146 SuperannuationDiploma of Financial PlanningGraduate diploma of financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001258054
Postcode
3000
📞 (02) 8232 3333🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Economics and Finance).Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Gorman★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001256076
Postcode
3000
📞 13 22 65🌐 Website
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
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252629
Postcode
3000
📞 (02) 8074 8599🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254531
Postcode
3000
📞 (07) 0000 0036🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001257738
Postcode
3000
📞 1300 309 618🌐 Website
JUST1016Master of Applied Finance (Financial Planning Major)Chartered Alternative Investment Analyst (Level 1)RG146
SecuritiesGovernment DebenturesForeign Exchange
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Jonathan James Holroyd★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254142
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of CommerceEthics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Julie Diana Pearsons★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260079
Postcode
3000
📞 (02) 8365 8300🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254495
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001254537
Postcode
3000
📞 1300 309 618🌐 Website
MLL111 + MLL213MLL406Bachelor of Commerce (Finance)Diploma of Financial Planning
SecuritiesGovernment Debentures
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Krishnee Ramkissoon★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001251273
Postcode
3000
📞 1800 813 327🌐 Website
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★★★★★ 5 (23 reviews)

AWFP GROUP PTY LTD
RegisteredTax Advice ✓
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2017 (9 years)
Registration #
001254151
Postcode
3004
📞 (03) 8672 8476🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001251786
Postcode
3000
📞 1300 309 618🌐 Website
LAW2471LAW2480Master of Professional AccountingMaster of Professional Accounting
SuperannuationSecuritiesGovernment Debentures
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Matthew Campbell★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2017 (9 years)
Registration #
001252361
Postcode
3008
📞 (03) 8610 5000🌐 Website
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★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254549
Postcode
3004
📞 1800 333 613🌐 Website
Bachelor of Commerce (Accounting)CPADiploma of Financial PlanningMaster of Commerce
SuperannuationLife InsuranceLife InvestmentRSA Products
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Michael Anthony Charles Lex Lindley★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001255743
Postcode
3000
📞 1800 331 685🌐 Website
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★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001255996
Postcode
3000
📞 1300 309 618🌐 Website
BTF1010Bachelor of Business (Banking and Finance)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Muzzammil Maqsood Dhedhy★★★★ 4.5 (384 reviews)

HEJAZ FINANCIAL ADVISERS PTY LTD
Registered
📍 Level 11/2 Queen St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001253151
Postcode
3000
📞 1300 043 529🌐 Website
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★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260114
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nga To Thi Nguyen★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260067
Postcode
3000
📞 (02) 8365 8300🌐 Website
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★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001254376
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of ScienceBachelor of CommerceDiploma of Financial MarketsDiploma of Financial Planning
SecuritiesDerivativesGovernment Debentures
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Peter Nicholas Jorgensen★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2017 (9 years)
Registration #
001257548
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of BusinessCPA Certified Practicing AccountantDiploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Pierre Sowerby★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001242777
Postcode
3000
📞 (03) 9209 9777🌐 Website
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★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001257908
Postcode
3004
📞 1800 333 613🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial PlanningEthics for Financial Services
SuperannuationLife InsuranceLife InvestmentRSA Products
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Sangram Rana★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2017 (9 years)
Registration #
001251526
Postcode
3000
📞 (02) 9252 2000🌐 Website
Master of BusinessMaster of Professional AccountingDiploma Financial Planning FNS50615Self Managed Superannuation funds assets
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Nanfro★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001255832
Postcode
3000
📞 1300 138 138🌐 Website
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★★★ 3.1 (50 reviews)

WESTPAC BANKING CORPORATION
Registered
📍 44 Market St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260155
Postcode
3000
📞 (02) 9263 6666🌐 Website
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★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001252655
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.7 (47 reviews)

LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Registered
📍 Ground Floor/1 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001249236
Postcode
3000
📞 (03) 9650 3722🌐 Website
Diploma of Financial PlanningFASEA Adviser ExamEthics and Professional AdviceClient Engagement Skills
SuperannuationGovernment Debentures
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Thaveesh Ranjeeva Palapathwala★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2017 (9 years)
Registration #
001260572
Postcode
3000
📞 (02) 9252 2000🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001251097
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Trent Ashley Bell

WATERSHED DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 2017 (9 years)
Registration #
001258051
Postcode
3000
📞 (03) 9614 8899🌐 Website
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★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2017 (9 years)
Registration #
001253021
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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William John Mcconnell★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001251154
Postcode
3000
📞 13 22 65🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271432
Postcode
3000
📞 (03) 9670 3434🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268509
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of BusinessRG146 Securities and Managed InvestmentsSMSFA Education AccreditationGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment Debentures
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Alice Jane Edwards★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269229
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of ArtsGraduate DiplomaCertified Financial AnalystDiploma of Financial Planning
SuperannuationSecurities
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Alicia Stephanie Vengust

GPS WEALTH LTD
RegisteredTax Advice ✓
📍 Level 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269821
Postcode
3000
📞 (02) 8074 8599🌐 Website
Bachelor of EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Allan Phu★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269333
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of EngineeringDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alyssa Grace Hatzi★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273088
Postcode
3000
📞 (03) 9670 3434🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aman Jot Singh★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269060
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Commerce (Accounting)Bachelor of International BusinessDiploma of Financial Planning FNS50615Graduate Diploma of Financial Planning
Superannuation
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Andrew Dixon★★★★★ 5 (1 reviews)

PPN WEALTH PTY LTD
Registered
📍 570 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001266055
Postcode
3000
📞 (03) 8679 4155🌐 Website
BTX1010Bachelor of Business (Banking & Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Durakovic★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273196
Postcode
3000
📞 (02) 9775 2600🌐 Website
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
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001262599
Postcode
3000
📞 1300 275 813🌐 Website
Bachelor of Commerce (Accounting and Finance)Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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Andrew Sporle★★★★ 4.5 (65 reviews)

LEGAL SUPER PTY LTD
Registered
📍 Level 8/55 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273691
Postcode
3000
📞 1800 060 312🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial Planning
Superannuation
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Andrew West★★★★ 3.6 (5 reviews)

TOWERS WATSON AUSTRALIA PTY LTD
Registered
📍 Level 32/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270429
Postcode
3000
📞 (03) 8681 9800🌐 Website
Fellow of the Institute of Actuaries of AustraliaInstitute of Actuaries of Australia
SuperannuationLife InsuranceSecuritiesDerivatives
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Angelo Anthony Baronessa★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2018 (8 years)
Registration #
001270561
Postcode
3000
📞 (02) 9252 2000🌐 Website
Diploma of Financial ServicesBachelor of EconomicsAdvanced Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anh Ta★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269393
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Finance)Master of Applied Finance (Finance)Ethics and Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Anjali Das★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2018 (8 years)
Registration #
001267170
Postcode
3000
📞 1800 455 118🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Annabelle Wilson

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2018 (8 years)
Registration #
001272817
Postcode
3000
📞 (02) 6249 1555
Bachelor of LawsDiploma Financial Planning FNS50615RG146 Tier 1 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Anthony Batsanis

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272189
Postcode
3000
📞 1300 275 813🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony William Windress★ 1 (1 reviews)

GARNAUT PRIVATE CLIENTS PTY LTD
RegisteredTax Advice ✓
📍 Level 15/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001261544
Postcode
3004
📞 (03) 9856 4500🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271146
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272796
Postcode
3000
📞 (07) 3334 4888🌐 Website
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270676
Postcode
3000
📞 (08) 9261 9100🌐 Website
Bachelor of Science (Mathematics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Lethborg★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2018 (8 years)
Registration #
001270852
Postcode
3008
📞 (03) 8610 5000🌐 Website
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★★★★★ 5 (2 reviews)

FIRST SAMUEL LIMITED
RegisteredTax Advice ✓
📍 16/500 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273389
Postcode
3000
📞 (03) 8610 9222🌐 Website
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
📍 6/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001008581
Postcode
3000
📞 (03) 9663 3344🌐 Website
RG146 Compliance SolutionGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan William Hill★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268696
Postcode
3000
📞 (02) 8365 8300🌐 Website
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
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Brent Leigh Chiuchiarelli★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272681
Postcode
3000
📞 (02) 8216 6300🌐 Website
Diploma of Business (Banking & Finance)BACHELOR OF BUSINESSDiploma of Financial Servicesafa 1 ada 2
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Brittney Hildebrand★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269694
Postcode
3000
📞 (03) 9292 0101🌐 Website
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★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268544
Postcode
3000
📞 1300 134 187🌐 Website
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★★★★★ 5 (4 reviews)

HARLEN FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 12/456 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271921
Postcode
3000
📞 (03) 9081 0110🌐 Website
Bachelor of BusinessMasters of Professional AccountingGraduate Diploma of Chartered AccountingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Campbell Richard Wallace★★★★★ 5 (74 reviews)

PROSOLUTION GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 8/31 Queen St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001261692
Postcode
3000
📞 (03) 8624 4600🌐 Website
Bachelor of Business (Management)Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carolina Orejuela Ortiz

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED
RegisteredTax Advice ✓
📍 459 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270119
Postcode
3000
📞 (03) 8621 8400🌐 Website
Diploma of Financial Services (Financial Planning)Financial Adviser ExamGraduate Diploma of Financial PlanningWork & training Professional Year
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Cohen★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272485
Postcode
3000
📞 (07) 3334 4888🌐 Website
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
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Chamil Shirendra Peiris★★★★★ 4.9 (208 reviews)

RASK LICENSING PTY LTD
RegisteredTax Advice ✓
📍 Suite 4, Level 4/50 Queen St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269591
Postcode
3000
🌐 Website
Bachelor of Commerce (Finance, Marketing, Management)Diploma of Financial ServicesAccredited Aged Care Professional ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cheng-Yung Yu★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001265632
Postcode
3000
📞 13 22 65🌐 Website
Master of Business AdministrationGraduate Diploma of Financial PlanningAustralian Financial Markets AssociationChartered Financial Analyst Institute (CFA Institute)
Foreign Exchange
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Christopher Goutziotis★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273034
Postcode
3000
📞 1300 650 873🌐 Website
FIN1010 Commercial LawBachelor of Business (International Trade)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher John Bailey

FYG PLANNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/41 Mount St, Burnie TAS 7320
Experience
Since 2018 (8 years)
Registration #
001270618
Postcode
3004
📞 (03) 6440 3555🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Joseph Hyde★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272846
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Majoring in Financial Planning)KaplanSelf Managed Superannuation Funds
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Christopher Peter Gubbins★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273018
Postcode
3000
📞 (02) 8216 6300🌐 Website
RG 146Bachelor of Commerce
SecuritiesGovernment Debentures
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Christopher Watt★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269895
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Commerce (Accounting / Finance)Accredited Derivatives Adviser Level 12021-2 CFPCMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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Chun Hao Tseng★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272226
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of businessDiploma of Financial PlanningAdvanced diploma of financial planningEthics and professionalism in financial advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Constance Gaidatzis★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
000448402
Postcode
3000
📞 (03) 8651 2600🌐 Website
Diploma of Financial PlanningGraduate Diploma in Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Dale Weeks★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265844
Postcode
3000
📞 (02) 8216 6300🌐 Website
PS146ADA 1MARGIN LENDINGGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Daniel Anevski★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
000451498
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of Commerce (Finance and Marketing)Bachelor of Engineering (HonoursDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darcey Den Ouden★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270869
Postcode
3000
📞 1300 309 618🌐 Website
BLAW20001 Corporate LawBLAW30002 Taxation LawBachelor of CommerceEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Darcy Kiernan★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271508
Postcode
3000
📞 1300 309 618🌐 Website
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001265661
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of ArtsAdvanced Diploma FPCFPEthics & Professionalism in Financial Advice
Securities
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Darren Peter Hose★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270351
Postcode
3000
📞 (03) 9292 0101🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Bomford★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270064
Postcode
3000
📞 (03) 9909 5800🌐 Website
Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Self-Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Christopher Murphy★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271715
Postcode
3000
📞 1300 650 873🌐 Website
LST2BSL Introduction to Business LawACC3TAX TaxationBachelor of Accounting/ Bachelor of FinanceFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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David Livshiz★★★★★ 5 (23 reviews)

AWFP GROUP PTY LTD
RegisteredTax Advice ✓
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001262468
Postcode
3004
📞 (03) 8672 8476🌐 Website
Bachelor of ScienceGraduate Certificate in Financial PlanningSpecialist SMSF CourseEthics & Professionalism in FP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Declan Mcdonald★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271769
Postcode
3000
📞 1300 138 138🌐 Website
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
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2018 (8 years)
Registration #
001270632
Postcode
3004
📞 1800 906 456🌐 Website
Bachelor of BusinessCPA ProgramEthics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice
Superannuation
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Donald Malcolm Campbell★★★★★ 5 (1 reviews)

THE HERON PARTNERSHIP PTY LIMITED
Registered
📍 Level 9/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001272679
Postcode
3004
📞 (03) 9254 4900🌐 Website
IAAust 4A SuperannuationIAAust 4B SuperannuationIAAust Commercial Actuarial PracticeIAAust Investments
SuperannuationLife InsuranceLife InvestmentRSA Products
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Dylan Andrew Erskine Viney★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270997
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271239
Postcode
3000
📞 (03) 8651 2600🌐 Website
Bachelor of BusinessDiploma of Financial PlanningAccredited Derivatives Adviser Level 1FPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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Ellie Bartlett★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268071
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Commerce (Economics and Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Superannuation
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Evta Krina★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271362
Postcode
3000
📞 1800 005 166🌐 Website
Sarjana EkonomiMaster of Business Administration (MBA)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
Superannuation
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Farai Arthur Mutsinze★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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
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Frances Li★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271369
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Markets Certificate
Foreign Exchange
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Francis Hegerty★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270987
Postcode
3000
📞 (02) 8216 6300🌐 Website
Master of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA ProductsForeign Exchange
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Ga Yee Chan★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001265633
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of Business (Financial Management & Financial Planning)Tier 1Certified Financial PlannerFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Gargi Thakkar★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271077
Postcode
3000
📞 1300 650 873🌐 Website
BL914 Commercial LawBULAW 5916 Taxation Law and PracticeMaster of Commerce (Professional Accounting)Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Gemma Hulbert★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270817
Postcode
3000
📞 1300 650 873🌐 Website
Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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Geoffrey Ross Worrell★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268423
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Accounting)Diploma of Financial ServicesMaster of Business AdministrationManaged Investments
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Glen Pearce★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270879
Postcode
3000
📞 1300 309 618🌐 Website
HBL111NBachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
SecuritiesGovernment Debentures
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Hadas Nehama Danziger★★★★ 3.6 (5 reviews)

TOWERS WATSON AUSTRALIA PTY LTD
Registered
📍 Level 32/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269994
Postcode
3000
📞 (03) 8681 9800🌐 Website
Fellow of the Institute of Actuaries of AustraliaInstitute of Actuaries of Australia
Superannuation
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Henry Hall★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269789
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Commerce (Accounting)Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramSuperannuation Accreditation Program
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Hong Wei★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001261638
Postcode
3000
📞 (02) 8216 6300🌐 Website
BACHELOR OF COMMERCEDIPLOMA OF FINANCIAL PLANNINGADA 1 & 2Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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Hsing-Lung Paul Ho

MERIT WEALTH PTY LTD
RegisteredTax Advice ✓
📍 2/115 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271950
Postcode
3000
📞 1300 785 611🌐 Website
Bachelor of Business (Accounting)Master of Business (Finance)Certified Practicing Accountant (CPA)Self-Managed Superannuation Funds
Superannuation
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Ivy Lew★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268360
Postcode
3000
📞 (03) 9602 3233🌐 Website
Bachelor of Business (Accounting) / Bachelor of Information SystemsBachelor of Business (Accounting) / Bachelor of Information SystemsHBC331 taxation Issues and PlanningHBL111 Law in Global Business
Superannuation
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Jacob Bierhuizen★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269296
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceBachelor of LawsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Jacob Tomas Cheverly★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272876
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Commerce (Accounting & Financial Planning)Master of Banking and FinanceEthics and Professionalism in Financial Advice
Foreign Exchange
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Jahanne Jessica Nagle★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001268258
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Finance)Master of FinanceEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Peter Colin Brown★★★★★ 5 (74 reviews)

PROSOLUTION GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 8/31 Queen St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001263865
Postcode
3000
📞 (03) 8624 4600🌐 Website
Bachelor of Commerce (Financial Planning & International Business)FPC002B Ethics and Professionalism in Financial
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Phillip Aris★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001263822
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of CommerceADVANCED DIPLOMA OF FINANCIAL PLANNINGEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Ronald Evans★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001261872
Postcode
3000
📞 1300 309 618🌐 Website
MLC101FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC007B Client Engagement Skills
SecuritiesGovernment Debentures
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Jason Anthony Kenna★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001262676
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Business (Accountancy)Diploma of Financial Planning FNS506155 unit CFP Certification ProgramAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jayden-Lee Appelgren★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271017
Postcode
VIC
📞 1300 650 873🌐 Website
MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of CommerceDiploma of Financial Planning
Superannuation
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Jesse Aron Jacobson

NATIONAL PLANNING PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 28/20 Commercial Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001263078
Postcode
3004
📞 1300 002 375🌐 Website
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jesse David Catherall★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2018 (8 years)
Registration #
001268502
Postcode
3004
📞 (07) 5574 0244
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
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Jessica Marie Bell★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272925
Postcode
3000
🌐 Website
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
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Jessica Marie Bell★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272925
Postcode
3000
📞 (03) 9292 0101🌐 Website
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
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Joseph George Smith★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269505
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
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Joseph George Smith★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
Registered
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269505
Postcode
3000
📞 (02) 8232 3333🌐 Website
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
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Joulyette Farah★★★★★ 5 (21 reviews)

MGI DOBBYN CARAFA PTY LTD
RegisteredTax Advice ✓
📍 Level 15/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001270530
Postcode
3004
📞 (03) 9069 7700🌐 Website
Advanced Diploma of Business (Accountancy)Bachelor of Business (Accountancy)Graduate Diploma of Chartered AccountingTier 1 RG146
Superannuation
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Justin Mark Hooper

INFOCUS SECURITIES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 2/37 Primary School Ct, Maroochydore QLD 4558
Experience
Since 2018 (8 years)
Registration #
001265564
Postcode
3004
📞 (07) 5406 5000🌐 Website
Tier 1 Margin Lending Personal AdviceBachelor of Finance (Finance)SMSF Association Specialist Accreditation ProgramAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kale Wren★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270553
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Economics and Finance)Foreign Exchange SAFAA Accredited CourseGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Karen Anne Mcevey★★★★★ 5 (11 reviews)

JFP ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 76 Ernest St, South Brisbane QLD 4101
Experience
Since 2018 (8 years)
Registration #
001266255
Postcode
3000
📞 (07) 3012 0100🌐 Website
Bachelor of Business (Accounting)Cavendish & ICFS Specialist SMSF CourseDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Karen Gauci★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269642
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of ArtsBachelor of ScienceDiploma of Business (Banking and Finance)Diploma of Financial Services
DerivativesForeign Exchange
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Karlo Klasan★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271144
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of CommerceCFP1CFP2Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kathryn Therese Zachariah★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001272070
Postcode
3004
📞 (07) 3334 4888🌐 Website
Diploma in Financial PlanningAdvanced Diploma in Financial PlanningEthics and Professional RelationshipsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kazim Akdag★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271996
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of Business (Financial Planning major)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kieran James Light★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001265507
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Business (Economics)Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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Kirsty Elizabeth Rispin★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001261011
Postcode
3004
📞 1300 306 900🌐 Website
AAF210 Business LawAAF3150Bachelor of CommercePersonal Financial Planning and Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kristie Notte★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
000335843
Postcode
3004
📞 (03) 9014 7740🌐 Website
Tier 1Graduate Diploma of Financial PlanningAccedited Aged Care ProfessionalSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Krystle Stephenie Siomos★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273090
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kurt Stephen Tonzing★★★★★ 5 (6 reviews)

TOWNSEND COBAIN PTY LTD
RegisteredTax Advice ✓
📍 Level 16/390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001271768
Postcode
3004
📞 (03) 9975 7208🌐 Website
Bachelor of AccountingBachelor of FinanceFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kyle Gary Ross Richmond★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001271808
Postcode
3000
📞 (03) 8508 7800🌐 Website
Bachelor of Business (Banking & Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kylie Cilia★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268072
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of business (Economics and Finance) (Applied)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kylie Edwards★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270467
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Commerce & AdministrationDiploma of Financial Markets (Debt Markets)Diploma of Financial Markets (Foreign Exchange)Graduate Diploma of Financial Planning
DerivativesForeign Exchange
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Kynan Leon West★★★★★ 5 (4 reviews)

HARLEN FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 12/456 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270222
Postcode
3000
📞 (03) 9081 0110🌐 Website
Master of Professional AccountingChartered Accountants ProgramDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Laura Ann Kelly★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267103
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Lauren Power★★★★★ 5 (20 reviews)

TRUWEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 Level 13/200 Queen St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269686
Postcode
3000
📞 (03) 8648 6534🌐 Website
Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lauren Radcliffe★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Experience
Since 2018 (8 years)
Registration #
001261016
Postcode
3008
📞 (03) 8610 5000🌐 Website
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
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Laurie Scholes-Robertson★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273073
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Business (Accounting)Graduate Diploma in FinanceMaster of Commerce (Finance)Graduate Diploma of Financial Planning
DerivativesForeign Exchange
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Lavanya Aravinthan★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270126
Postcode
3000
📞 1800 813 327🌐 Website
RG146Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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Leanne Nicole Fewster

SARTO ADVISORY PTY LTD
Registered
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001262755
Postcode
3000
📞 (02) 9386 4559🌐 Website
Bachelor of CommerceDiploma of Financial PlanningFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee James Wapling★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
Registered
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268543
Postcode
3000
📞 1300 134 187🌐 Website
Graduate Diploma of Financial PlanningMargin Lending & Geared InvestmentsEthics & Professional Standards for Financial AdvisersFINSIA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leigh Harink★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271387
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of BusinessMaster of Professional AccountingMaster of CommerceDiploma of Financial Markets
DerivativesForeign Exchange
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Lincoln Edward Rego★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263454
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Economics and Management)Master of Business AdministrationAdvanced Diploma of Financial Planning FNS60415Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Louisa Joy Ellul★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273089
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of AccountingBachelor of FinanceFPC002B Ethics & Professionalism in Financial AdviceInsurance and Risk Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lucy Atkinson★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001264107
Postcode
3000
🌐 Website
Diploma of Financial PlanningGraduate Certificate in FinanceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lyneve Almario★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268076
Postcode
3000
📞 1800 331 685🌐 Website
Diploma of Financial PlanningGraduate diploma in financial planningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Madeleine Joan Marshall★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270410
Postcode
3000
📞 (03) 9824 8555🌐 Website
Diploma of Financial PlanningProvide advice in margin lendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Maria Lui★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272924
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of EconomicsBachelor of LawsCPA Program Professional LevelMaster of Laws
SuperannuationRSA Products
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Mark Allan Gunn

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270147
Postcode
3000
📞 1800 738 473🌐 Website
Bachelor of Commerce and Bachelor of EconomicsAccredited Listed Product Adviser ProgramSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Marsha Renee Downward

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273162
Postcode
3000
📞 (02) 9178 0700🌐 Website
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
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Matthew David Smith

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001264586
Postcode
3000
📞 1800 738 473🌐 Website
Bachelor of Commerce (Applied Economics and Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Matthew David Starling★ 1 (1 reviews)

GARNAUT PRIVATE CLIENTS PTY LTD
RegisteredTax Advice ✓
📍 Level 15/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001261988
Postcode
3004
📞 (03) 9856 4500🌐 Website
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Donato Del Giudice

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269141
Postcode
3000
📞 1800 062 134🌐 Website
Bachelor of Business (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Grant Pattison★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001263228
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Agricultural ScienceProfessional Diploma in StockbrokingGraduate Certificate of FinancePortfolio Management and Valuation
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Matthew Keith Harris★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272097
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma Of Financial PlanningEthics & Professionalism
SuperannuationLife InsuranceLife Investment
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Matthew Richard Jones

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001261227
Postcode
3004
📞 (02) 7238 4192🌐 Website
Bachelor of Financial Planning/Bachelor of AccountingFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melanie Pearce★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270960
Postcode
3000
📞 1300 309 618🌐 Website
MLC101Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceMLC301
SecuritiesGovernment Debentures
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Melissa Jane Stephens

MBS ADVICE LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2018 (8 years)
Registration #
001262079
Postcode
3000
📞 1300 100 722🌐 Website
Diploma of Financial Services (Financial Planning)BLW22 Bachelorof Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife Insurance
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Michael Nott★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001267437
Postcode
3000
📞 1800 331 685🌐 Website
Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michele Leigh Kennedy★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270779
Postcode
3000
📞 (03) 9242 4000🌐 Website
Diploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell Burger★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269167
Postcode
3000
📞 1300 847 434🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272770
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceCertificate 4 Mortgage BrokingDiploma of Financial Services (Financial Planning)FPC001B
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Natasha Sibarani★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272181
Postcode
3000
📞 (03) 9906 5000🌐 Website
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
RegisteredTax Advice ✓
📍 53 A'Beckett St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268489
Postcode
3000
📞 (03) 9663 9595🌐 Website
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
RegisteredTax Advice ✓
📍 415-416 Beach Rd, Beaumaris VIC 3193
Experience
Since 2018 (8 years)
Registration #
001266731
Postcode
3000
📞 (03) 9589 0090
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272353
Postcode
3000
📞 1300 650 873🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001269825
Postcode
3000
📞 (03) 9328 3900
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★★★★★ 5 (3 reviews)

INTRALINK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 33/360 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271825
Postcode
3000
📞 (03) 9629 1100🌐 Website
Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas John Miller★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001263611
Postcode
3000
📞 (07) 0000 0036🌐 Website
Diploma of Financial PlanningSelf Managed Superannuation FundsBachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Nicholas Winstanley Bird★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266349
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Business (Economics & Finance)Securities & Managed Investments AccreditationAccredited Derivatives AdviserSuperannuation Accreditation
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Nickolas Reissis★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270668
Postcode
3000
📞 (03) 9602 3233🌐 Website
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
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Nicolas Faustin★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2018 (8 years)
Registration #
001263922
Postcode
3004
📞 (03) 9587 9747🌐 Website
Master of Business AdministrationDiploma of Financial PlanningDebt StrategiesSuperConcepts & ICFS Specialist SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicolas James Jamieson★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001273058
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Commerce and ArtsRG 146Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Nicolette Mia De Sanctis★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273069
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Commerce (Finance Major)Diploma of Financial MarketsGraduate Diploma of Financial Planning
Foreign Exchange
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Noreen Gwena★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001263794
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Commerce (Professional Accounting)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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Pajand Roghanchi★★★★★ 4.9 (41 reviews)

SPARK ADVISORS AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 243 Bay St, Brighton VIC 3186
Experience
Since 2018 (8 years)
Registration #
001263043
Postcode
3004
📞 1300 974 947🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)FNS50310 Diploma of Finance and Mortgate Broking ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Parth Sanghavi

PREMIUM CLIENT SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor/61 Camberwell Rd, Hawthorn East VIC 3123
Experience
Since 2018 (8 years)
Registration #
001273011
Postcode
3004
📞 (03) 9097 8777🌐 Website
Bachelor of CommerceCertified Practising Accountant (CPA)Diploma of Financial PlanningCommercial Law for Tax Agents Skill Set
SuperannuationLife Insurance
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Patrick Malone★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271737
Postcode
3000
📞 (07) 0000 0036🌐 Website
Advanced Diploma of Financial PlanningGraduate Certificate in Financial Planning922 Derivatives & SkillsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Paul Anthony Cupic★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001262484
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of CommerceSpecialist SMSF courseEthics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Payalben Parikh

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000420857
Postcode
3000
📞 (02) 9178 0700🌐 Website
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
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Peter Edward Folk★★★★ 3.8 (4 reviews)

JBS FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001264658
Postcode
3000
📞 (03) 8677 0688🌐 Website
Bachelor of BusinessSMSF AccreditationASX Direct Equities AccreditationAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Phuoc Truong

WATERSHED DEALER SERVICES PTY LTD
Not Registered
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 2018 (8 years)
Registration #
001270605
Postcode
3000
📞 (03) 9614 8899🌐 Website
Bachelor of ArtsBachelor of CommerceDFP1-4Master of Business Administration
SecuritiesGovernment Debentures
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Pierce Hanlen★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001265758
Postcode
3004
📞 (03) 8548 4800🌐 Website
Bachelor of Commerce (Accounting and Financial Planning)CFPCertification ProgramSMSF Specialist Advisor (SSA) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Prasanth Radhakrishnan★★★★★ 5 (92 reviews)

KP WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Suite 932/1 Queens Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001270965
Postcode
3004
📞 (03) 9863 8855🌐 Website
Bachelor of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Preethi Jagadish Mittur

BESPOKE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 677 Victoria St, Abbotsford VIC 3067
Experience
Since 2018 (8 years)
Registration #
001272649
Postcode
3000
📞 (03) 9654 9150🌐 Website
BACHELOR OF COMMERCEBACHELOR OF ECONOMICSGRADUATE DIPLOMA FINANCIAL PLANNINGSuperConcepts Specialist SMSF Online Learning Modules
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Preeti Keskar★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001265265
Postcode
3000
📞 1300 138 848🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rebecca Poynton★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001265663
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Anthony Zappulla

PREMIUM ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 1/55 Phillip St, Parramatta NSW 2150
Experience
Since 2018 (8 years)
Registration #
001263723
Postcode
3000
📞 (02) 9633 4488🌐 Website
Bachelor of Business (Applied Economics)Graduate Diploma of Finance and InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Loveday★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001266625
Postcode
3000
📞 1800 501 204🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268069
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of Business (Financial Planning Major, Sport Managment)Ethics and Professionalism in financial adviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sammy Gitonga★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Samuel Geurens★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272965
Postcode
3000
📞 1800 331 685🌐 Website
Bachelor of Business (Financial Planning)Ethics and Professionalism in Fianncial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Mario Minaudo★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269657
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Business (Accounting and Finance)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceDiploma of Financial Markets
Foreign Exchange
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Sean James Hurren

MCALLISTER WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001269487
Postcode
3004
📞 (03) 9975 7201🌐 Website
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Senney Wang★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267725
Postcode
3000
📞 1300 732 266🌐 Website
Bachelor of CommerceMaster of FinanceDiploma of Financial PlanningDFP5v4 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shaun Robards

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001264823
Postcode
3000
📞 (02) 9178 0700🌐 Website
Diploma of Financial Planning FNS50611RG146 SuperannuationBachelor of CommerceRG146 Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Simone Elizabeth Brown★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001268706
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SecuritiesGovernment Debentures
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Siobhan Tara Ashby★★★★★ 5 (2 reviews)

FIRST SAMUEL LIMITED
RegisteredTax Advice ✓
📍 16/500 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001262560
Postcode
3000
📞 (03) 8610 9222🌐 Website
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
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Sonal Brar★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001270785
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of CommerceAdvanced Diploma of Financial PlanningClient Engagement SkillsEthics & Professionalism in Finance
SuperannuationLife InsuranceLife Investment
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Sophie Elizabeth Mcrae★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267114
Postcode
3000
📞 1300 650 873🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephanie Bennett★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001267810
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Finance)RG146Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Stuart Douglas Maunder★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001273169
Postcode
3004
📞 (03) 9014 7740🌐 Website
Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Surath Anthony Fernando★★★★ 3.6 (5 reviews)

TOWERS WATSON AUSTRALIA PTY LTD
Registered
📍 Level 32/385 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001271370
Postcode
3000
📞 (03) 8681 9800🌐 Website
Fellow of Institute of Actuaries of AustraliaAssociation of Superannuation Funds Australia (ASFA)Institute of Actuaries of Australia
SuperannuationLife InsuranceSecuritiesDerivatives
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Thivanka Abeygunawardene★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001272429
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Accounting, Finance, Financial Planning)Graduate Certificate in CommerceMaster of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Thomas Kenny★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001260943
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce/ArtsTier 1 SecuritiesDiploma of Financial PlanningFinancial Adviser Exam
SuperannuationSecuritiesGovernment Debentures
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Thomas Michael Will★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001272492
Postcode
3004
📞 (03) 9863 3111🌐 Website
Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Thuong Hoang★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001263923
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of EconomicsAccredited Derivatives Level 1 & 2Foreign Exchange Accreditation ProgramTax for Financial Advising
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Timea Barczi★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2018 (8 years)
Registration #
001260999
Postcode
3000
📞 (03) 9587 9747🌐 Website
Graduate Diploma of Financial PlanningTax and Commercial Law for Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Edmund Charles Waters★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273075
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceAFMA Dealer Accreditation ProgramGraduate Diploma of Financial PlanningAustralian Financial Markts Asscociation
DerivativesForeign Exchange
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Tobias Deylen★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270153
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Commerce (Accounting, Finance)Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending AccreditationProfessional Diploma in Stockbroking
SecuritiesGovernment Debentures
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Toby Robert Simpson★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001261052
Postcode
3000
📞 (02) 8262 4000🌐 Website
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
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Tom Clancey★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001262321
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tom Richardson★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001261113
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of CommerceProfessional Diploma in StockbrokingFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
SecuritiesGovernment Debentures
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Tracee Huey Xin Pang★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001270646
Postcode
3000
📞 1300 306 900🌐 Website
Bachelor of Business (Economics & Finance) (Applied)Income Tax Law (HBC616)Graduate Diploma of Professional AccountingMaster of Professional Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Travis Schindler★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001261884
Postcode
3004
📞 (03) 8548 4800🌐 Website
Bachelor of Business (Banking & Finance)Master of Financial PlanningCertified Financial PlannerSMSF Specialist Advisor (SSA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Treanna Marlene Michlik

FORTNUM ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267177
Postcode
3004
📞 (02) 9904 2792🌐 Website
Diploma of Financial Planning FNS50615Graduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Wayne Ernest Brown★★★★★ 5 (5 reviews)

CASHEL FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 14/1 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001266803
Postcode
3000
📞 (03) 9209 9000🌐 Website
BComm (Accounting/Economics Honours)Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wesley Gervais Folkard★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2018 (8 years)
Registration #
000400614
Postcode
3004
📞 (03) 9587 9747🌐 Website
Bachelor Business (Financial Risk Management)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William David Coggins★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001272503
Postcode
3004
📞 (03) 9014 7740🌐 Website
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Tunbridge★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001264657
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Xiaoli Wang

SMSF ADVISERS NETWORK PTY LTD
RegisteredTax Advice ✓
📍 29-33 Palmerston Cres, South Melbourne VIC 3205
Experience
Since 2018 (8 years)
Registration #
001272513
Postcode
3000
📞 1800 906 456🌐 Website
Bachelor of Commerce (With Honours)Bachelor of CommerceMaster of AccountingChartered Accountants Program
Superannuation
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Yazhuo Wang★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001270332
Postcode
3000
📞 1300 650 873🌐 Website
732103 Principles of Business LawBLAW30002 Taxation LawBachelor of CommerceDiploma of Financial Planning
Superannuation
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Ying He★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001265938
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Business (Financial Risk Management)Master of Applied Finance (Finance)Master of AnalyticsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Yiren Wu★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2018 (8 years)
Registration #
001270216
Postcode
3004
📞 (02) 9252 2000🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zain Imam Rizvi★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269049
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Accounting/FinanceFNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Zhaohui Raf Yang

MCALLISTER WEALTH GROUP PTY LTD
RegisteredTax Advice ✓
📍 390 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2018 (8 years)
Registration #
001269485
Postcode
3004
📞 (03) 9975 7201🌐 Website
Diploma of Business (Business)Bachelor of BusinessMaster of Applied FinanceCPA Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bilal Khalid★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001286738
Postcode
3000
📞 (03) 9292 0101🌐 Website
Bachelor of AccountingGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Danial Nadeem★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2021 (5 years)
Registration #
001286739
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Business (Finance)Diploma Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darcy Catherine Krenn★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2021 (5 years)
Registration #
001288212
Postcode
3000
📞 (03) 9587 9747🌐 Website
Bachelor of Business (Economics & Finance)Financial Advisory PracticeRisk, Insurance and Social SecurityEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Matthew Jackson★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001292875
Postcode
3000
📞 (03) 9909 5800🌐 Website
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
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Dean Shaun Hole★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
Experience
Since 2021 (5 years)
Registration #
001281457
Postcode
3000
Bachelor of Accounting (Financial Planning major)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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Harman Singh Dhillon★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001289075
Postcode
3000
📞 (03) 9292 0101🌐 Website
Grad Dip Financial PlanningMasters Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathon Bruce Ritzau★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2021 (5 years)
Registration #
001289218
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Samuel Hugh Kenrick★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001281486
Postcode
3000
📞 1800 813 327🌐 Website
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)Ethics and Profesionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Superannuation
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Scott Cromb★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001291763
Postcode
3000
📞 1800 005 166🌐 Website
Bachelor of Commerce with Distinction majoring in Finance and Financial PlanningMaster of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
Superannuation
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Aaron James Walshe★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001295354
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Commerce (Majoring in Finance)Bachelor of LawsMLL221 Corporate LawMLL406 Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Dickinson

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001298768
Postcode
3000
📞 (02) 7238 4192🌐 Website
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★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001293631
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of Business and AccountingCPAGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Matthew Lucarelli★★★★★ 5 (3 reviews)

BRIDGEWOOD PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 6/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2022 (4 years)
Registration #
001300514
Postcode
3004
📞 (03) 9856 4999🌐 Website
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★★★★★ 5 (1 reviews)

MINCHIN MOORE PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Building, 26 Best Ave, Mosman NSW 2088
Experience
Since 2022 (4 years)
Registration #
001293177
Postcode
3000
📞 (02) 8978 9500🌐 Website
Bachelor of Commerce (major in Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Caitlin Marie Telford★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001291642
Postcode
3000
📞 1300 650 873🌐 Website
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★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2022 (4 years)
Registration #
001299952
Postcode
3004
📞 (03) 8548 4800🌐 Website
Bachelor of Commerce (Financial Planning)MASTER OF FINANCIAL PLANNINGSMSF Specialist Advisor (SSA) ProgramCertfied Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Carol Keller★★ 2.1 (30 reviews)

MUFG RETIRE360 PTY LIMITED
RegisteredTax Advice ✓
📍 Level 41/161 Castlereagh St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001294561
Postcode
3000
📞 (02) 8280 5000🌐 Website
Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningTASACLv2 Commercial LawAssociation of Superannuation Funds Australia (ASFA)
Superannuation
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Christopher Colman★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2022 (4 years)
Registration #
001297035
Postcode
3004
📞 (03) 8548 4800🌐 Website
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
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001295505
Postcode
3000
📞 (02) 7238 4192🌐 Website
Bachelor of CommerceCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dean Peter Mazaris★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2022 (4 years)
Registration #
001286431
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Financial Planning & Finance)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hayley Alana Dodd★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001294651
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Jeremy Zehnwirth★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001293870
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Finance)924 Superannuation & SkillsMaster of Business AdministrationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Josephine Everrie Peters★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001295658
Postcode
3000
📞 1300 650 873🌐 Website
Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial Planning
Superannuation
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Joshua Mcgrath★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001293833
Postcode
3000
🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kathleen Dillane★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001299561
Postcode
3000
📞 1300 309 618🌐 Website
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
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Leandro Nogueira Dos Santos Bonin★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2022 (4 years)
Registration #
001296409
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of Business AdministrationDiploma of Financial PlanningMaster of Business AdministrationAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee Yuin Chew★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001294547
Postcode
3000
🌐 Website
Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lee Yuin Chew★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001294547
Postcode
3000
📞 (03) 9292 0101🌐 Website
Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Shi Chuen Goy★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001294652
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Commerce (Financial Planning)Diploma of Financial MarketsAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Mitchell Elias Belichovski★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2022 (4 years)
Registration #
001294732
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of BusinessMaster of FinanceGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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Ryan James

ALLIANCE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 9 Park St, Coorparoo QLD 4151
Experience
Since 2022 (4 years)
Registration #
001294629
Postcode
3000
📞 0414 971 806🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds Course (FPE016)Margin Lending Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Edward Dartnell★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001295036
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceForeign Exchange Accredited CourseGraduate Diploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Tyrone James Cammaroto★★★★★ 5 (6 reviews)

OPEN BOOK WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Unit 102/14 Simla St, Mitcham VIC 3132
Experience
Since 2022 (4 years)
Registration #
001296983
Postcode
3004
📞 0401 670 283🌐 Website
Bachelor of Business (Financial Planning)Certificate IV in Finance and Mortgage BrokingSMSF Regulations and TaxationSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tyson Ray Darley★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2022 (4 years)
Registration #
001296804
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aakash Harshad Mehta★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298264
Postcode
3000
📞 1300 134 187🌐 Website
Master of Business Administration (International)/Master of International FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Akiva Kennard★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301683
Postcode
3000
📞 (07) 0000 0036🌐 Website
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew Taylor Hall★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2023 (3 years)
Registration #
001297710
Postcode
3000
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Anthony Maher★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001300015
Postcode
3000
📞 1300 650 873🌐 Website
FPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial PlanningAccredited Aged Care Professional
Superannuation
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Bernadine Williamson★ 1 (1 reviews)

BR ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001296278
Postcode
3000
📞 1300 653 097🌐 Website
Bachelor of CommerceDiploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brandon Ryan Foster★★★★★ 5 (482 reviews)

KYCU FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001302039
Postcode
3000
🌐 Website
Bachelor of Commerce Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Caillin Darcy Clyne★★★★★ 5 (50 reviews)

WEALTH 23 DEALER GROUP SERVICES PTY LTD
RegisteredTax Advice ✓
📍 41 Wood St, Mackay QLD 4740
Experience
Since 2023 (3 years)
Registration #
001298361
Postcode
3004
📞 (07) 4957 5822🌐 Website
Bachelor of Commerce Majoring in Financial Planning and FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carmellina Josephine Pisani

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301680
Postcode
3000
📞 1800 738 473🌐 Website
Bachelor of Commerce (Financial Planning)Accredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Charles Faulkner★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001294920
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Charles Lill★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001302694
Postcode
3000
📞 (03) 8682 1111🌐 Website
FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC006Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Christopher Goh★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001303173
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of Commerce (Accounting and Finance)FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Chuan Liu★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001302517
Postcode
3000
📞 (03) 9605 9500🌐 Website
Graduate DiplomaMaster of Financial AnalysisEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Daniel Frank Santopietro★★★★ 3.8 (4 reviews)

JBS FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001300870
Postcode
3000
📞 (03) 8677 0688🌐 Website
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
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Daniel John-Nicholas Kalisperis★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301196
Postcode
3000
📞 (02) 8262 4000🌐 Website
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
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Danielle Strauss★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
RegisteredTax Advice ✓
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2023 (3 years)
Registration #
001297636
Postcode
3000
📞 (07) 3212 1333🌐 Website
Graduate Certificate in Applied FinanceAdvanced Diploma of Financial PlanningTax and Commercial Law for Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Fiona Burton★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301686
Postcode
3000
📞 (07) 0000 0036🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Georgina Baum

BOAG ASSET MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001299963
Postcode
3000
📞 (03) 9959 9872🌐 Website
Bachelor of ScienceGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Gleb Sheptun★★★★★ 5 (3 reviews)

LIFESPAN FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
Experience
Since 2023 (3 years)
Registration #
001304068
Postcode
3000
📞 (02) 9252 2000🌐 Website
Bachelor of Commerce Majoring in Financial Planning and Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Helen Mcmillan★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2023 (3 years)
Registration #
001302628
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hibah Jamal★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001300892
Postcode
3000
📞 1300 309 618🌐 Website
FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC006Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Jakob Anthony Ayres★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001301157
Postcode
3000
📞 (02) 8262 4000🌐 Website
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
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James Leon Mitchell Taylor★★ 2 (1 reviews)

ASSETPLAN FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 7/488 Bourke St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001294431
Postcode
3000
📞 (03) 9670 8338🌐 Website
Bachelor of BusinessBusiness LawIntroduction to Australian Tax Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joel Cusack★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001294959
Postcode
3000
📞 (02) 9238 1238🌐 Website
Diploma of Financial PlanningBachelor of Business (Financial Planning)Accredited Derivatives Adviser Level 2 (ADA2) Accreditation Program
SuperannuationSecuritiesDerivativesRSA Products
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Jonathan Stewart Henderson★★★★★ 4.9 (43 reviews)

AKAMBO PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298623
Postcode
3000
📞 (03) 9602 3233🌐 Website
Accredited Derivatives Adviser Level 1Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC001B
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jonathan Stewart Henderson★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298623
Postcode
3000
📞 (03) 9909 5800🌐 Website
Accredited Derivatives Adviser Level 1Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC001B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua Barker★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001299196
Postcode
3000
📞 1300 309 618🌐 Website
FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Kaitlyn Joy Haris★ 1 (1 reviews)

BR ADVICE PTY LTD
RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001301276
Postcode
3000
📞 1300 653 097🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lachlan Roarke Edward Knight★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2023 (3 years)
Registration #
001297816
Postcode
3004
📞 (03) 8508 7800🌐 Website
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
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Linhui Zhao★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001299088
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of CommerceMaster of AccountingGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Brendish★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298254
Postcode
3000
📞 1300 847 434🌐 Website
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Ivan Benic★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001296376
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of CommerceMLC101 Business LawMLC301 Principles of Income Tax LawEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Joseph Howley★★★ 3 (1 reviews)

WH CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 14 Simpson St, East Melbourne VIC 3002
Experience
Since 2023 (3 years)
Registration #
001299598
Postcode
3000
📞 (03) 8393 6533🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningEthics for Professional AdvisersFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Paul Panzarino★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001300154
Postcode
3000
📞 1800 501 204🌐 Website
Bachelor of Business (Accounting)FNS50615 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Nathaniel Johnston★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298432
Postcode
3000
📞 (03) 9909 5800🌐 Website
FPC001BFPC006Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Vlavianos★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298061
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of CommerceCPA ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceRSA Products
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Pasqualino Salzano★★★★★ 4.8 (5 reviews)

LGT WEALTH MANAGEMENT LIMITED
RegisteredTax Advice ✓
📍 L32/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001299012
Postcode
3000
📞 (02) 8422 5500🌐 Website
Bachelor of CommerceMLC101 Law for CommerceMLC301 Principles of Income Tax Law
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Polly Edwards★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001302534
Postcode
3000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Tama Lawrence Ohia★★★★ 3.8 (8 reviews)

PSK ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 12/25 Martin Pl, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001299353
Postcode
3000
📞 (02) 8365 8300🌐 Website
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningAMP Work and Training Professional Year
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tianna Elizabeth Rose★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001296197
Postcode
3000
🌐 Website
Bachelor of Arts/Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ty Peter Jackson★★★★★ 5 (1 reviews)

AAG FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 6/412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2023 (3 years)
Registration #
001305556
Postcode
3000
📞 (03) 8866 0000🌐 Website
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
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Alan Robert O'Reilly

CLIME ADVICE PTY LTD
RegisteredTax Advice ✓
📍 Level 31, Suite 2, Angel Place, 123 Pitt St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001307763
Postcode
3000
📞 1300 788 568🌐 Website
Bachelor of Business (foreign degree)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Le Maistre★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001305991
Postcode
3000
📞 1300 309 618🌐 Website
FPC002B Ethics and Professionalism in Financial AdviceFPC006FPC001B Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Anthony George Dalakouras★★★★★ 5 (1 reviews)

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
RegisteredTax Advice ✓
📍 SE 12.02/L12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2024 (2 years)
Registration #
001304651
Postcode
3004
📞 (03) 9867 2511🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecurities
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Anthony Yu Sadrinajafi★★ 1.7 (76 reviews)

AIA FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/1 Market St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306071
Postcode
3004
📞 1800 333 613🌐 Website
Bachelor of Business Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Arunabh Banerjee★★★★★ 4.9 (101 reviews)

FMD ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 31/367 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001303827
Postcode
3000
📞 1300 134 187🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brad Kenneth Colwell★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2024 (2 years)
Registration #
001305907
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Business: Finance, & Entrepreneurship & InnovationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Cedric Simba Benza★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2024 (2 years)
Registration #
001307277
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)FPE020Margin Lending Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Elliot Underwood Felton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001307492
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Daniel Aaron Mclean

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001303042
Postcode
3000
📞 1800 738 473🌐 Website
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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David John Cumming★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306116
Postcode
3000
📞 (02) 9775 2600🌐 Website
Bachelor of Commerce (Finance and Management)Master of FinanceCore 1 Securities and Managed Investments Accreditation ProgramMargin Lending Accreditation Program
SecuritiesGovernment Debentures
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Duc Loc Nguyen

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306622
Postcode
3000
📞 1300 275 813🌐 Website
Bachelor of Commerce (Accounting and Finance)Master of Business (Accounting)Master of Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife Insurance
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Edward James Hoyle★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001299019
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of BusinessMargin Lending AccreditationAccredited Derivatives Adviser Level 1 (ADA1) Accreditation ProgramGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment Debentures
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Elizabeth Eva Blackley★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001302642
Postcode
3000
📞 1300 650 873🌐 Website
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
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Florence Grace Mcdonald★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001308666
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Griffith Edel★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304662
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesRSA Products
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Hayley Ann Morris★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2024 (2 years)
Registration #
001307783
Postcode
3000
📞 13 26 87🌐 Website
Bachelor of CommerceEthics and ProfessionalismGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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Jack Prendeville

BOAG ASSET MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 6/360 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306044
Postcode
3000
📞 (03) 9959 9872🌐 Website
Bachelor of Commerce and LawGraduate Diploma of Financial Planning
SecuritiesDerivativesGovernment DebenturesForeign Exchange
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Jack Trewin Tossol★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2024 (2 years)
Registration #
001303357
Postcode
3004
📞 (03) 8508 7800🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001309291
Postcode
3000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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James Francis Marazita★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001309253
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of Business (Economics & Finance)Master of FinanceDiploma of Financial MarketsGraduate Diploma of Financial Planning
Foreign Exchange
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James Matthew Phelan★★★★★ 4.9 (208 reviews)

RASK LICENSING PTY LTD
RegisteredTax Advice ✓
📍 Suite 4, Level 4/50 Queen St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001307965
Postcode
3000
🌐 Website
Accredited Listed Product Adviser ProgramBachelor of Business (Financial Planning)Margin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Rochford Cummings★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304794
Postcode
3000
📞 (03) 9655 5000🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001308268
Postcode
3000
📞 (02) 8216 6300🌐 Website
Bachelor of Arts and CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Jessica Santiago★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001304364
Postcode
3000
📞 (02) 8262 4000🌐 Website
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★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304076
Postcode
3000
📞 (03) 8651 2600🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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Joshua Nicholas Parrott

RI ADVICE GROUP PTY LTD
RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310287
Postcode
3000
📞 1800 738 473🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310281
Postcode
3000
📞 1300 650 873🌐 Website
LST2BSL Introduction to Business Law and EthicsACC3TAX TaxationBachelor of Commerce (Accounting major)Master of Financial Planning
Superannuation
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Kaitlin Sarah Mifsud★★★★ 3.8 (4 reviews)

JBS FINANCIAL STRATEGISTS PTY LTD
RegisteredTax Advice ✓
📍 Level 27/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306245
Postcode
3000
📞 (03) 8677 0688🌐 Website
Business (Accounting)Business (Financial Planning)Accredited Listed Product Adviser ProgramCert IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Karli Tsemetzis★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2024 (2 years)
Registration #
001307315
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of CommerceGrad Dip Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Kenneth James Thomson

ASENA FAMILY OFFICE PTY LTD
RegisteredTax Advice ✓
📍 250 Royal Palm Way Suite 305C, Palm Beach, FL 33480, USA
Experience
Since 2024 (2 years)
Registration #
001293310
Postcode
3000
📞 (818) 385-2833🌐 Website
BACHELOR OF COMMERCE MAJORING IN FINANCIAL PLANNINGEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kiera Jayde Devrnja★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304128
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001302516
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of Business (Financial Planning)Core 1
SuperannuationLife InsuranceSecuritiesRSA Products
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Nick Zvezdakoski

OREANA FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001309561
Postcode
3000
📞 (02) 7238 4192🌐 Website
Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Noah Langerak★★★★ 3.7 (3 reviews)

WATTLE PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/125 Flinders Ln, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001310541
Postcode
3000
📞 (03) 8414 2901🌐 Website
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Richard Trusler★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001302194
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of Commerce (Finance)Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Qian Zhou★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306155
Postcode
3000
📞 (02) 8232 3333🌐 Website
Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Qian Zhou★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306155
Postcode
3000
📞 (02) 8232 3333🌐 Website
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★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
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★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304922
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Business (Entrepreneurship)Bachelor of Business (Financial Planning)LAW2450 Company LawLAW2453 Taxation 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Seamus Flagg★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001309071
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)
SuperannuationSecuritiesGovernment Debentures
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Simone Megan Vasnaik★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306557
Postcode
3000
🌐 Website
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sosha Mullasseril Jay★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306507
Postcode
3000
🌐 Website
Bachelor of Commerce (Finance & Marketing)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sosha Mullasseril Jay★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306507
Postcode
3000
📞 (03) 9292 0101🌐 Website
Bachelor of Commerce (Finance & Marketing)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tahli Rose Jade Cavagnino★★★★★ 4.9 (208 reviews)

RASK LICENSING PTY LTD
RegisteredTax Advice ✓
📍 Suite 4, Level 4/50 Queen St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001306012
Postcode
3000
🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningIntroduction to SMSFsMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tess Mcintosh★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2024 (2 years)
Registration #
001307335
Postcode
3004
📞 (03) 8548 4800🌐 Website
Certified Financial Planner (CFP)Master of Financial PlanningSMSF Specialist Advisor (SSA) ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Thomas Neville Smith★★★★★ 5 (2 reviews)

PRINCIPAL PARTNERS (VIC) PTY LTD
RegisteredTax Advice ✓
📍 Lvl 22/500 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304885
Postcode
3000
📞 (03) 8320 4646🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001309163
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceFinancial Adviser Exam
SecuritiesGovernment Debentures
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Trent Schliefert★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001307362
Postcode
3000
📞 1300 847 434🌐 Website
Graduate Diploma of Financial PlanningDebt StrategiesSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Weijia Yan★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001299879
Postcode
3000
📞 1300 847 434🌐 Website
Bachelor of CommerceMaster of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yi Mon Min★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2024 (2 years)
Registration #
001305519
Postcode
3000
📞 13 26 87🌐 Website
Bachelor of CommerceEthics and Professionalism
SuperannuationLife Insurance
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Abigail Maria Cowley★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001309750
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Financial Planning)
SecuritiesGovernment Debentures
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Andy Nguyen★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001314654
Postcode
3000
📞 (03) 9605 9500🌐 Website
Graduate Diploma of Financial Planning
Securities
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Ankush Gupta

WATERSHED DEALER SERVICES PTY LTD
RegisteredTax Advice ✓
📍 144 Collins St, West Hobart TAS 7000
Experience
Since 2025 (1 years)
Registration #
001312167
Postcode
3000
📞 (03) 9614 8899🌐 Website
Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Antonia Babanis★★★ 3 (2 reviews)

UNITED SUPER PTY LTD
RegisteredTax Advice ✓
📍 130 Lonsdale St, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001310609
Postcode
3000
Masters of Financial Planning
SuperannuationLife Insurance
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Anuhak Souvannavong★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001306597
Postcode
3000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (majoring in Accounting and Finance)Graduate Diploma of Financial PlanningADA1 Level 1
SuperannuationSecuritiesRSA Products
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Bernard Tan★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001311559
Postcode
3000
📞 1300 847 434🌐 Website
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningDebt StrategiesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brigitta Nadya★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001311276
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of CommerceFinancial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Campbell Robert Alder★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001311144
Postcode
3000
📞 (03) 9242 4000🌐 Website
Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Campbell Robert Alder★★★★★ 5 (1 reviews)

WILSONS ADVISORY AND STOCKBROKING LIMITED
Registered
📍 Level 53/111 Eagle St, Brisbane City QLD 4000
Experience
Since 2025 (1 years)
Registration #
001311144
Postcode
3000
📞 (07) 3212 1333🌐 Website
Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carlos Andres Martinez★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2025 (1 years)
Registration #
001313265
Postcode
3004
📞 1800 455 118🌐 Website
Bachelor of CommerceMAA769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chein Lee

MBS ADVICE LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2025 (1 years)
Registration #
001307719
Postcode
3000
📞 1300 100 722🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife Insurance
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Cynthia Hsu★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001312836
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Daniel Arthur Mcmaster★★★★★ 4.9 (79 reviews)

MIPLAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 701/24 Montgomery St, Kogarah NSW 2217
Experience
Since 2025 (1 years)
Registration #
001316734
Postcode
3000
📞 (02) 8007 5552🌐 Website
Bachelor of Account (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Declan Meier★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001306937
Postcode
3000
📞 1300 650 873🌐 Website
MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (Accounting and Financial Planning majors)FPC002B Ethics and Professionalism in Financial Advice
Superannuation
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Digby Christopher Wheeley Hall★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001311519
Postcode
3000
📞 (03) 9256 8700🌐 Website
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
RegisteredTax Advice ✓
📍 13/520 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001310455
Postcode
3000
📞 (03) 9629 6611🌐 Website
Graduate Diploma in Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Henry Campbell Phelps Dick★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001308046
Postcode
3000
📞 1300 732 266🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Isabele Renae Maxwell-Gould★ 1 (1 reviews)

GARNAUT PRIVATE CLIENTS PTY LTD
RegisteredTax Advice ✓
📍 Level 15/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001313294
Postcode
3004
📞 (03) 9856 4500🌐 Website
Bachelor of ArtsMaster of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Morley★★★★ 4 (2 reviews)

ESCALA WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 19/90 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001293936
Postcode
3000
📞 (03) 8651 2600🌐 Website
Bachelor of Commerce (Financial Planning)
SuperannuationSecuritiesGovernment Debentures
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Jacob Eliopoulos★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001311336
Postcode
3000
📞 (08) 9267 3444
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacob Eliopoulos★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001311336
Postcode
3000
📞 (08) 9267 3444
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Brynley Rowland★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001309264
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Economics and Finance) (Applied)Bachelor of Business (Financial Planning)
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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James Grixti★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001298430
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of CommerceMLC101 Business LawMLC301 Principals of income tax lawEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Kingsford Paul★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2025 (1 years)
Registration #
001305864
Postcode
3004
📞 (03) 9587 9747🌐 Website
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Kristofer Svedic★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310590
Postcode
3000
📞 1300 650 873🌐 Website
MLC101 Law for CommerceBLW32 Introduction to Australian Tax LawBachelor of Business (Financial Planning)
Superannuation
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Jason Paul Tong★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001313069
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)RG146, Core 1Master of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Jessica Genovas★★★★★ 5 (1 reviews)

AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 5, North Building, 333 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001314096
Postcode
3000
📞 1300 769 304🌐 Website
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★★★★★ 5 (6 reviews)

WEALTH TODAY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/95 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001315964
Postcode
3000
📞 (02) 9248 0422🌐 Website
Graduate Diploma of Financial PlanningSMSF Specialist AdvisorInstitute of Public Accountants (IPA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kane William Bennett★★★★★ 5 (2 reviews)

MUTUAL TRUST PTY LTD
Registered
📍 32/360 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001307298
Postcode
3000
📞 (03) 9605 9500🌐 Website
Bachelor of Business (International Business)Master of Financial Planning
Securities
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Kinjal Sureshbhai Patel★★★★★ 5 (1 reviews)

INTEGRITAS FIDUCIARY PTY LTD
Registered
📍 Level 1/75 Moreland St, Footscray VIC 3011
Experience
Since 2025 (1 years)
Registration #
001309246
Postcode
3000
📞 1300 829 825🌐 Website
Bachelor of Business AdministrationFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Konstantinos-Alexander Melahridis★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001313434
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Commerce (Accounting Major)Graduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Krisztian Pilisko★★★★★ 4.8 (18 reviews)

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
RegisteredTax Advice ✓
📍 13/227 Elizabeth St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311250
Postcode
3004
📞 1300 737 526🌐 Website
Graduate Diploma Financial PlanningDiploma of Finance and Mortgage Broking ManagementMortgage and Finance Association of Australia (MFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kyle Roberts★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001312119
Postcode
3004
📞 1800 376 376🌐 Website
Masters of Financial Planning
SuperannuationLife InsuranceLife Investment
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Lachlan Sandor

CAPITAL HAUS FINANCIAL SERVICES PTY LTD
Registered
📍 Level 6/22 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001310489
Postcode
3000
📞 1800 320 766🌐 Website
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★★★★★ 4.7 (12 reviews)

CAPSTONE FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 1/607 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001307275
Postcode
3000
📞 1300 306 900🌐 Website
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★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001311921
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Luca Ryan Biviano★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001309162
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Adviser Exam
SecuritiesDerivativesGovernment Debentures
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Lucas Daniel Hader★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2025 (1 years)
Registration #
001314806
Postcode
3000
📞 13 26 87🌐 Website
Bachelor of Business (Financial Planning)Tax for Financial Advising
SuperannuationLife Insurance
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Luke Eid★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001310491
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311367
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 4.9 (59 reviews)

INDEPENDENT WEALTH SERVICES PTY LTD
RegisteredTax Advice ✓
📍 16/530 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001310765
Postcode
3000
📞 (03) 8393 9371🌐 Website
Bachelor of BusinessFinancial PlanningFinancial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Muhriz★★★★★ 5 (23 reviews)

AWFP GROUP PTY LTD
Not Registered
📍 12/484 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001316158
Postcode
3004
📞 (03) 8672 8476🌐 Website
Dbl Bachelors Accounting & Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Mcgrath Nolan★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001314643
Postcode
3000
📞 (03) 9655 5000🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001311076
Postcode
3000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Nicholas John Hartrick★★★★★ 5 (2 reviews)

YX BALL FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 901/420 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001309495
Postcode
3004
📞 (03) 9975 8000🌐 Website
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★★★ 3 (1 reviews)

WH CAPITAL PTY LTD
RegisteredTax Advice ✓
📍 14 Simpson St, East Melbourne VIC 3002
Experience
Since 2025 (1 years)
Registration #
001313339
Postcode
3000
📞 (03) 8393 6533🌐 Website
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Mckay★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001311654
Postcode
3000
📞 1800 813 327🌐 Website
Masters of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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Rebecca Maree Dougherty★★ 2.3 (40 reviews)

ZURICH ASSURE AUSTRALIA PTY LIMITED
RegisteredTax Advice ✓
📍 118 Mount St, North Sydney NSW 2060
Experience
Since 2025 (1 years)
Registration #
001313530
Postcode
3000
📞 13 26 87🌐 Website
Bachelor of Business
SuperannuationLife Insurance
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Ross Andrew Phlorides

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001313507
Postcode
3000
📞 (03) 9209 9777🌐 Website
LAW2442 Commercial LawLAW2453 Taxation 1Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Kalmus★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
RegisteredTax Advice ✓
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001313302
Postcode
3004
📞 (03) 8548 4800🌐 Website
Certified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sonya O'Mahony★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313421
Postcode
3000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001310162
Postcode
3000
🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Taylah Din★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001314876
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceBachelor of FinanceGraduate Diploma of Financial Planning
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Thomas Richard Bryans

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2025 (1 years)
Registration #
001308681
Postcode
3004
📞 1800 062 134🌐 Website
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentRSA Products
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Yisroel Rosenbaum★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001310543
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Business
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Bryan Xu★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001314851
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Cameron Santomartino★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001312492
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★ 3.8 (12 reviews)

ASVW FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/27 Grange Rd, Cheltenham VIC 3192
Experience
Since 2026 (0 years)
Registration #
001317489
Postcode
3000
📞 (03) 9587 9747🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darcy O'Connor★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001317025
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Dorje Tshering Gurung★★★★★ 5 (86 reviews)

DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 412 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2026 (0 years)
Registration #
001309236
Postcode
3004
📞 1800 376 376🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ivan Christopher Lee★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2026 (0 years)
Registration #
001316865
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Lewis Mitchell★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2026 (0 years)
Registration #
001317269
Postcode
3000
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceFPE020 SMSF Regulation and TaxationSMSF Specialist Advisor (SSA)FPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Jackson Powderly★★★★★ 5 (232 reviews)

VERSE WEALTH LICENSEE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Hub Southern Cross, Level 2, 696 Bourke St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001316585
Postcode
3000
🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tal Meretz★★★★★ 5 (1 reviews)

EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 1/11 Queens Rd, Melbourne VIC 3004
Experience
Since 2026 (0 years)
Registration #
001317338
Postcode
3004
📞 (03) 9820 8666🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Toby Adam Brown★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Experience
Since 2026 (0 years)
Registration #
001316866
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Banking and Finance (Major: Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Charles Fisher★★★★★ 5 (1 reviews)

CAMERON HARRISON PRIVATE PTY LTD
RegisteredTax Advice ✓
📍 North Tower, Level 17/80 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001316116
Postcode
3000
📞 (03) 9655 5000🌐 Website
Bachelor of CommerceEconomic and Legal Context for Financial PlanningTaxation for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Yanyu Zhao★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001307769
Postcode
3000
📞 (03) 9909 5800🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001313614
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Commerce (Economics & Finance)Foreign Exchange Accredited CourseGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Adam Drakos★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
Not Registered
📍 Level 13/664 Collins St, Docklands VIC 3008
Registration #
001316714
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
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Alen Zulic★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
Not RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Registration #
001316503
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Alex Peter Christodoulias★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Registration #
001311241
Postcode
3000
📞 (03) 9242 4000🌐 Website
Bachelor of FinanceGraduate Diploma of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander John Grieb Devonshire★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
Not RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Registration #
001317855
Postcode
3004
📞 (02) 9328 0876🌐 Website
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Green★ 1 (1 reviews)

BR ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 2/406 Collins St, Melbourne VIC 3000
Registration #
001314814
Postcode
3000
📞 1300 653 097🌐 Website
Bachelor of Business (Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew John Aylward★★★★★ 5 (23 reviews)

KEEP WEALTH PARTNERS PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 1310/530 Little Collins St, Melbourne VIC 3000
Registration #
001319112
Postcode
3000
📞 (03) 8610 6396🌐 Website
Graduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Aurora Walker★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
Not RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Registration #
001318917
Postcode
3000
📞 1800 501 204🌐 Website
Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationSMSF Specialist Advisor
SuperannuationLife InsuranceLife Investment
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Beau Borg★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Not RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Registration #
001317708
Postcode
3000
📞 (07) 0000 0036🌐 Website
Graduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Blake Adrian Henderson★★★★★ 5 (1 reviews)

AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
Not Registered
📍 11/379 Collins St, Melbourne VIC 3000
Registration #
001317741
Postcode
3000
📞 (03) 9621 1000🌐 Website
CommerceFinancial Advice Association of Australia (FAAA)
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Brenton Roy Ebinger★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Registration #
001318477
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Business (Management)Bachelor of Business (Financial Planning)LAW2442 Commercial LawLAW2453 Taxation 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carla Ornsby★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001314701
Postcode
3000
📞 (03) 9906 5000🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Catherine Bronts★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Not Registered
📍 330 Collins St, Melbourne VIC 3000
Registration #
001318955
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Cathleen Mary Armstrong★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Registration #
001318296
Postcode
3004
📞 (03) 8508 7800🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001318270
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Banking & Finance)Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Colin Fernandes★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Registration #
001316179
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Connor James Lavery

WISDOM WEALTH PTY LTD
Not RegisteredTax Advice ✓
📍 Level1/385 Bourke St, Melbourne VIC 3000
Registration #
001316990
Postcode
3000
📞 1800 024 864
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Connor James Lavery

WISDOM WEALTH PTY LTD
Not Registered
📍 Level1/385 Bourke St, Melbourne VIC 3000
Registration #
001316990
Postcode
3000
📞 1800 024 864
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Cefala★★★★★ 5 (482 reviews)

KYCU FINANCIAL PLANNING PTY LTD
Not RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Registration #
001320392
Postcode
3000
🌐 Website
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darcy Jasper Cleeve★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Registration #
001313481
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Douglas Picken★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001315773
Postcode
3000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
Not RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Registration #
001314815
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of CommerceMaster of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Gareth Bedlington Rowland★★★★ 3.7 (6 reviews)

JBWERE LTD
Not RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Registration #
001312374
Postcode
3000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Financial Planning)Taxation for Financial Planning (standalone subject)
SuperannuationSecuritiesGovernment Debentures
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George Parsons★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
Not RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Registration #
001318794
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Grant Williams★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
Not RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Registration #
001316507
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor Degree Banking and Finance SpecialisationBachelor Degree Business Major & HR MinorGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Hamish Hill★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
Not RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Registration #
001313500
Postcode
3000
📞 1300 309 618🌐 Website
LAW2442Bachelor of Business (Financial Planning)TFA Tax for Financial Advising
SecuritiesGovernment Debentures
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Harrison Lewis★★★★★ 5 (11 reviews)

GUIDEWAY FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 91 William St, Melbourne VIC 3000
Registration #
001316178
Postcode
3000
📞 1300 138 138🌐 Website
Bachelor of Banking and FinanceGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack Broadbent★★★★ 4.3 (72 reviews)

BLUE ROCK INVESTMENTS (MELB) PTY LTD
Not RegisteredTax Advice ✓
📍 Podium East, Level 2/525 Collins St, Melbourne VIC 3000
Registration #
001309169
Postcode
3000
📞 (03) 8682 1111🌐 Website
Bachelor of Commerce (Accounting) & Bachelor of FinanceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Jack James Peacock★★★★★ 5 (482 reviews)

KYCU FINANCIAL PLANNING PTY LTD
Not RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Registration #
001318733
Postcode
3000
🌐 Website
Bachelor of Commerce (majoring in Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jarred Boniek

OREANA FINANCIAL SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 Level 3/31 Alfred St, Sydney NSW 2000
Registration #
001316718
Postcode
3000
📞 (02) 7238 4192🌐 Website
Bachelor of BusinessMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jeremiah Fawkner★★★★★ 5 (3 reviews)

BYRON CAPITAL PTY LTD
Not Registered
📍 Level 3/516 Ruthven St, Toowoomba City QLD 4350
Registration #
001318995
Postcode
3000
📞 (07) 4631 9600🌐 Website
Bachelor of Business (Financial Planning)Master of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Mollica★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #
001316411
Postcode
3000
📞 1300 732 266🌐 Website
Bachelor of Business (Financial Planning and Accountancy)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jiaqi Zhong★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
Not RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Registration #
001308076
Postcode
3000
📞 1300 138 848🌐 Website
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★★★★★ 4.7 (14 reviews)

APT WEALTH PARTNERS PTY LTD
Not RegisteredTax Advice ✓
📍 Level 12/8 Spring St, Sydney NSW 2000
Registration #
001319663
Postcode
3000
📞 (02) 8262 4000🌐 Website
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
Check ASIC Register ↗
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Joseph Daniel Galati★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Not Registered
📍 330 Collins St, Melbourne VIC 3000
Registration #
001318513
Postcode
3000
📞 13 22 65🌐 Website
Graduate Diploma of Financial Planning
Foreign Exchange
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Ka Ching Cheung★★★★★ 4.8 (45 reviews)

BONGIORNO WEALTH MANAGEMENT PTY LTD
Not RegisteredTax Advice ✓
📍 Level 2/431 St Kilda Rd, Melbourne VIC 3004
Registration #
001316078
Postcode
3004
📞 (03) 9863 3111🌐 Website
Bachelor Of Commerce (Accounting And Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Check ASIC Register ↗
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Kelly Jackman★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Not Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Registration #
001318856
Postcode
3000
📞 (03) 9256 8700🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Lachlan Connor England

NATIONAL PLANNING PARTNERS PTY LTD
Not RegisteredTax Advice ✓
📍 28/20 Commercial Rd, Melbourne VIC 3004
Registration #
001318416
Postcode
3004
📞 1300 002 375🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lachlan Peter Longmire★★★ 2.6 (105 reviews)

CARESUPER ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 Level 6/447 Collins St, Melbourne VIC 3000
Registration #
001313635
Postcode
3000
📞 1800 005 166🌐 Website
Advanced Diploma of Paraplanning FNS60920Graduate Diploma of Financial Planning
Superannuation
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Lachlan Stewart Purdy Tom★★★★★ 5 (482 reviews)

KYCU FINANCIAL PLANNING PTY LTD
Not RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Registration #
001320390
Postcode
3000
🌐 Website
Bachelor of Commerce (Banking and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Liana Rumberg★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Not Registered
📍 330 Collins St, Melbourne VIC 3000
Registration #
001318952
Postcode
3000
📞 13 22 65🌐 Website
Bachelor of CommerceBachelor of FinanceChartered AccountantGraduate Diploma of Financial Planning
Foreign Exchange
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Marcus William Boadle★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED
Not RegisteredTax Advice ✓
📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
Registration #
001317602
Postcode
3004
📞 (02) 9328 0876🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marleine Attallah★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Registration #
001317753
Postcode
3000
📞 (03) 9292 0101🌐 Website
Bachelor of AccountingGraduate Diploma Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew John Zecchin★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Registration #
001318333
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
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Matthew O'Brien★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
Not RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Registration #
001316224
Postcode
3000
📞 1300 847 434🌐 Website
Graduate Diploma of Financial PlanningSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Milli Reo Russell★★★★★ 4.9 (208 reviews)

RASK LICENSING PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 4, Level 4/50 Queen St, Melbourne VIC 3000
Registration #
001319121
Postcode
3000
🌐 Website
Bachelor of Commerce- Major: Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell Peter Calleja★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Registration #
001319612
Postcode
3000
📞 (03) 9909 5800🌐 Website
Bachelor of Business (Financial Planning)Law2442 Commercial LawLaw2453 Taxation 1Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Natarsha Scott★★★★★ 5 (6 reviews)

ENDEAVOR ASSET MANAGEMENT PTY. LTD.
Not RegisteredTax Advice ✓
📍 Level 7/5 Queens Rd, Melbourne VIC 3004
Registration #
001316766
Postcode
3004
📞 (03) 9014 7740🌐 Website
Bachelor of Commerce (Financial Planning, Finance, Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Check ASIC Register ↗
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Nicholas Edward Stanley★★★★★ 5 (3 reviews)

KODA CAPITAL PTY LTD
Not RegisteredTax Advice ✓
📍 Level 8/20 Bond St, Sydney NSW 2000
Registration #
001306352
Postcode
3000
📞 (02) 8651 3400🌐 Website
Bachelor of CommerceGRADUATE DIPLOMA OF FINANCIAL PLANNING
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Nicholas Harrison★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
Not RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Registration #
001317492
Postcode
3000
📞 1300 309 618🌐 Website
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
Check ASIC Register ↗
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Nicholas Peter Minniti★★★★★ 5 (1 reviews)

LIFEWEALTH PTY LTD
Not RegisteredTax Advice ✓
📍 Level 13/8 Exhibition St, Melbourne VIC 3000
Registration #
001318018
Postcode
3000
📞 (03) 9670 3434🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
Check ASIC Register ↗
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Oliver Liam Bowley★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Not Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #
001318840
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
Check ASIC Register ↗
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Oliver Terry

RI ADVICE GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 suite 803 8/309 Kent St, Sydney NSW 2000
Registration #
001319839
Postcode
3000
📞 1800 738 473🌐 Website
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentRSA Products
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Oliver Zalakos★★★★★ 5 (482 reviews)

KYCU FINANCIAL PLANNING PTY LTD
Not RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Registration #
001320391
Postcode
3000
🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Owen Raszkiewicz★★★★★ 4.9 (208 reviews)

RASK LICENSING PTY LTD
Not RegisteredTax Advice ✓
📍 Suite 4, Level 4/50 Queen St, Melbourne VIC 3000
Registration #
001280931
Postcode
3000
🌐 Website
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
Verify ABN ↗ Check ASIC Register ↗
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Patrick Deltiglio★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Registration #
001315947
Postcode
3000
📞 (03) 9909 5800🌐 Website
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
Check ASIC Register ↗
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Peter Robert Zamora★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Registration #
001319976
Postcode
3000
📞 (03) 7037 1709🌐 Website
Bachelor of Business (Professional) Major in Accounting and Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Pierce Walker★★★★★ 5 (127 reviews)

HEWISON & ASSOCIATES PTY. LTD.
Not Registered
📍 Level 8/417 St Kilda Rd, Melbourne VIC 3004
Registration #
001320126
Postcode
3004
📞 (03) 8548 4800🌐 Website
Bacherlor of Business (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Check ASIC Register ↗
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Qihui Huang★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Not Registered
📍 Level 18/225 George St, Sydney NSW 2000
Registration #
001312362
Postcode
3000
📞 (02) 8216 6300🌐 Website
Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
Check ASIC Register ↗
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Riley James Ghent★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Not Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #
001312485
Postcode
3000
📞 (07) 3334 4888🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
Check ASIC Register ↗
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Rose Duddy★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Not Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Registration #
001310450
Postcode
3000
📞 (02) 9775 2600🌐 Website
Graduate Diploma of Financial Planning
Check ASIC Register ↗
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Ryan Copeland★★★★ 4.5 (2 reviews)

AHR PRIVATE WEALTH PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/470 Collins St, Melbourne VIC 3000
Registration #
001314926
Postcode
3000
📞 (03) 7037 1709🌐 Website
Ethics and Professionalism in Financial AdviceM300 Bachelor of Commerce
Check ASIC Register ↗
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Ryan Jay Mclean★★★★ 3.7 (7 reviews)

FIRST FINANCIAL PTY LTD
Not RegisteredTax Advice ✓
📍 level 9/90 Collins St, Melbourne VIC 3000
Registration #
001317470
Postcode
3000
📞 (03) 9909 5800🌐 Website
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
Check ASIC Register ↗
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Sabrina Siew Siew Teo★★★★★ 5 (50 reviews)

WEALTH 23 DEALER GROUP SERVICES PTY LTD
Not RegisteredTax Advice ✓
📍 41 Wood St, Mackay QLD 4740
Registration #
001314740
Postcode
3004
📞 (07) 4957 5822🌐 Website
Bachelor of Business (Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Savita Kaur★★★ 2.7 (7 reviews)

WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Not RegisteredTax Advice ✓
📍 20/181 William St, Melbourne VIC 3000
Registration #
001315508
Postcode
3000
📞 (03) 9824 8555🌐 Website
Bachelor of CommerceFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Sebastian Darcy Davies★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Not Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Registration #
001317814
Postcode
3000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce
SecuritiesGovernment Debentures
Check ASIC Register ↗
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Sebastian Patamisi★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
Not RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Registration #
001319781
Postcode
3000
📞 (02) 8232 3333🌐 Website
BP313 Bachelor of Business (Financial Planning) / Bachelor of Business (Accountancy)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Shivang Jaymal Bodaji★★★★★ 5 (5 reviews)

3P WEALTH PTY. LTD.
Not RegisteredTax Advice ✓
📍 Level 1/390 St Kilda Rd, Melbourne VIC 3004
Registration #
001313214
Postcode
3004
📞 (03) 9988 2801🌐 Website
Bachelor of Management Studies (Finance)Master of Banking and FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Check ASIC Register ↗
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Stephen Hearn★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Registration #
001317477
Postcode
3004
📞 (03) 8508 7800🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
Check ASIC Register ↗
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Thomas Hatt★★★★ 4.2 (5 reviews)

EVANS AND PARTNERS PTY. LTD.
Not RegisteredTax Advice ✓
📍 171 Collins St, Melbourne VIC 3000
Registration #
001314817
Postcode
3000
📞 1300 309 618🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
Check ASIC Register ↗
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Timothy David Kollmorgen★★★★ 3.5 (17 reviews)

PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
Not RegisteredTax Advice ✓
📍 Level 13/664 Collins St, Docklands VIC 3008
Registration #
001318761
Postcode
3008
📞 (03) 8610 5000🌐 Website
Bachelor of Business (Financial Planning)Bachelor of Business (accountancy)Financial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
Check ASIC Register ↗
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Tom Harris★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Not Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Registration #
001319722
Postcode
3000
📞 (03) 9256 8700🌐 Website
Graduate Diploman of Financial Planning
SecuritiesGovernment Debentures
Check ASIC Register ↗
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Whitnie Jeeves★★★★ 4.2 (5 reviews)

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Not Registered
📍 Level 26/2 Chifley Square, Sydney NSW 2000
Registration #
001310561
Postcode
3000
📞 (02) 9775 2600🌐 Website
Graduate Diploma of Financial Planning
Check ASIC Register ↗
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Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Melbourne, Victoria appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.

What's the difference between a financial adviser and a financial planner?

In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.

Are initial consultations with financial advisers free?

Most financial advisers in Melbourne, Victoria offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.

What should I bring to a first meeting with a financial adviser?

Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.

Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.
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