47 verified financial advisers

Financial Advisers in Mornington, VIC

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

Showing 47 results

John Daniel Buckley

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1990 (36 years)
Registration #
000273630
Postcode
3931
Entry Level CompetenciesRisk ManagementSuperannuation and Retirement PlanningInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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David Streader

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000234915
Postcode
3931
Bachelor of ScienceGraduate Diploma of Applied Finance & InvestmentDiploma of Finanacial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jesse Nihill

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000308496
Postcode
3931
Bachelor of Business (Financial Planning)Certified Financial PlannerSMSF Specialist AdvisorCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Harry Raines

PENINSULA WEALTH & FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000431863
Postcode
3931
Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCFP Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Constantine Drougas

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
001001474
Postcode
3931
ASX Broker ExamPS146 Compliance ProgramMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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John Michael Moran

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000287568
Postcode
3931
Bachelor of Commerce (Accounting)Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Steven Mitsioulis

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
001001866
Postcode
3931
SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 1RMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Davin John West

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
001001964
Postcode
3931
Financial PlanningSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 2RMIT / SDIA Superannuation Module
SuperannuationSecuritiesDerivativesGovernment Debentures
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Jason Spears

PENINSULA WEALTH & FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000259600
Postcode
3931
Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Dirk Werner

MPFS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000245308
Postcode
3931
Certified Financial PlannerMasters of Financial PlanningSMSF Specialist AdvisorEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shane Albert Casey

ECLIPSE LICENSEE PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000343051
Postcode
3931
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Benjamin Buchanan

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001006894
Postcode
3931
Bachelor of BusinessGraduate Diploma in Applied Finance and Investment8 unit Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mary-Louise Mccarthy

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
001005430
Postcode
3931
Advanced Diploma of Financial Planning FNB60402Certified Financial Planner (CFP)FNSASICR503A Provide advice in Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Letch

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000234869
Postcode
3931
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael James King

CLOVER FINANCIAL SERVICES PTY. LTD.
Registered
Experience
Since 2006 (20 years)
Registration #
000303796
Postcode
3931
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander John Screen

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000469530
Postcode
3931
Bachelor of Applied Science Biochemistry/ChemistryDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jodie Eastough

ECLIPSE LICENSEE PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000319004
Postcode
3931
Advance Diploma of Financial Services ( Financial Planning )Diploma of Financial services ( Financial Planning )Applied Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Deborah-Ann Batson

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000307525
Postcode
3931
Bachelor of CommerceSelf Managed Superannuation Funds CourseBachelor of Business (Financial Planning)Estate Planning Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marni Alana Simpson

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000323960
Postcode
3938
Bachelor of CommunicationBachelor of TourismDiploma of Financial Services (Financial Planning)SuperConcepts & ICFS Specialist SMSF course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sari Louise Goosey

INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Registered
Experience
Since 2008 (18 years)
Registration #
000322410
Postcode
3931
Bachelor of Business (Accounting)Certified Practising AccountantCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catriona Graham

BRIDGES FINANCIAL SERVICES PTY LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
001001531
Postcode
3931
Diploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Norman Dennis

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000336352
Postcode
3931
Diploma Financial Services (Financial Planning) FNS50804RG146 Provide Advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alan Mcgregor Maddick

VIVID FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000337839
Postcode
3931
Graduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (FP)Diploma in Financial MarketsSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Alexander James Richard Holt

PENINSULA WEALTH & FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001002565
Postcode
3931
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Matthew James Mcmahon

MPFS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000382916
Postcode
3931
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Witt

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000425502
Postcode
3931
Bachelor of Commerce (Finance and Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James David Marsh

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001008841
Postcode
3931
Diploma of Financial ServicesAdvanced Diploma Financial ServicesFellow Chartered Financial PractitionerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Luke James Dean

ADVICE LOOP PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000421781
Postcode
3931
Bachelor of Business and CommerceCourse in Self Managed Superannuation FundsDiploma of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Simon Dundas-Smith

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000437902
Postcode
3931
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramBachelor of Business (Financial Planning)(FChFP) Fellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Serena Robyn Palmer

PENINSULA WEALTH & FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000422609
Postcode
3931
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bjorn Kutschera

ECLIPSE LICENSEE PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000461687
Postcode
3931
International Management (Finance, Controlling, Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Gareth Groenewald

ECLIPSE LICENSEE PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000456965
Postcode
3931
Advanced Diploma Financial Planning928 Margin LendingSelf Managed Superannuation FundsBachelor of Business (Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Peach

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001234934
Postcode
3931
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shannon Smit

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001240209
Postcode
3931
Bachelor of Business (Accounting)Chartered Accountant (CA)Diploma of Financial PlanningSelf-Managed Super Funds (SMSF) and Margin Lending (ML)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steve Tourtsakis

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001239179
Postcode
3931
Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 1Superannuation Accreditation ProgramGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Lisa Monique Werner

MPFS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272511
Postcode
3931
Bachelor of Business AdministrationDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Veronica Maxine D'Silva

AKAMBO PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270727
Postcode
3931
Bachelor of Business SystemsCPAPublic Practice CertificateDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Suzannah Gilardi

FINANCE LIVING PTY LTD
Registered
Experience
Since 2021 (5 years)
Registration #
001288553
Postcode
3931
Bachelor of ArtsGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Bianca Jade Carroll

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2022 (4 years)
Registration #
001297280
Postcode
3931
Diploma of Applied Science (Animal Technology)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Tarrant

MPFS PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001293302
Postcode
3931
Bachelor of Business (Major in Economics and Finance)Graduate Diploma Financial PlanningMasters of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jolyon Peters

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001297634
Postcode
3931
Bachelor of Commerce with DistinctionBachelor of Laws (Honours)FPC001B Economic and Legal Context for Financial PlanningTax and Commercial Law for Financial Planning FPC006
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marc Jukes

BELL POTTER SECURITIES LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001310197
Postcode
3931
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Marcus David Eric Nyholm

FUTURO FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
000247738
Postcode
3931
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Arabella Lee

CONSULTUM FINANCIAL ADVISERS PTY LTD
Not Registered
Registration #
000384380
Postcode
3931
Diploma of Financial PlanningDiploma of Business AdministrationsBachelor of Commerce
SuperannuationLife InsuranceLife Investment
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Chloe De Haas

MPFS PRIVATE WEALTH PTY LTD
Not Registered
Registration #
001319659
Postcode
3931
Bachlor of Property & real EstateEthics for Financial Services (Intensive)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Peter Ballos

CAPSTONE FINANCIAL PLANNING PTY LTD
Not Registered
Registration #
001318463
Postcode
3931
Business LawTaxation 1Bachelor of Business (Financial Planning)Bachelor of Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Nicholson

BELL POTTER SECURITIES LIMITED
Not Registered
Registration #
001319438
Postcode
3931
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.