32 verified financial advisers

Financial Advisers in Shepparton, VIC

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

Showing 32 results

Laurence Ian Pennell

OZPLAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1987 (39 years)
Registration #
000224788
Postcode
3630
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Walker

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000231440
Postcode
3630
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMaster of AccountancyCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Peter Connick

PINNACLE FP PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000243208
Postcode
3630
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael James Chalmers

CPW ADVISORY PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000384001
Postcode
3630
Bachelor of Business (Financial Planning)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bryce Jonathan Collins

SKYBRIDGE PORTFOLIOS PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000260769
Postcode
3630
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa Maree Mcpherson

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000249172
Postcode
3630
Diploma of Financial PlanningSelf Managed Super FundsMaster of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Vincenzo Gagliardi

OZPLAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000226942
Postcode
3630
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Yagmur Tracey Sofra

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000231036
Postcode
3630
Certified Financial Planner (CFP)CPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Paul Trinick

INSIGHT INVESTMENT PARTNERS PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000312997
Postcode
3630
Graduate Certificate in ManagementMargin Lending & Geared InvestmentsSMSF Specialist AdvisorASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Naomi Margaret Thompson

SKYBRIDGE PORTFOLIOS PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
001003991
Postcode
3630
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Albert Millson

POLITIS INVESTMENT STRATEGIES PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000278009
Postcode
3630
Bachelor of Business (Financial Planning)Certified Financial PlannerSuperConcepts & ICFS Specialist SMSFFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Glenn David Trickey

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000243210
Postcode
3630
Diploma Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Dino Furlanetto

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000277161
Postcode
3630
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Tax Practitioners Board
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Denis James Heenan

SKYBRIDGE PORTFOLIOS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000260768
Postcode
3630
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory David Luscombe

OZPLAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000268360
Postcode
3630
Bachelor of Commerce (Honors)Graduate Certifcate in Financial PlanningCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Horan

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001003691
Postcode
3630
Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gavin John Napier

CPW ADVISORY PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000291888
Postcode
3630
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Myles James Martin

OZPLAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000469825
Postcode
3630
Diploma of Financial PlanningAdvanced Diploma of Financial ServicesAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Neville Macfarlane

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000314032
Postcode
3630
Diploma of Financial AdvisingAccredited Listed Product Adviser ProgramSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Debra Polkinghorne

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001001527
Postcode
3630
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Raymond William Gale

SKYBRIDGE PORTFOLIOS PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001002839
Postcode
3630
Bachelor of CommerceMaster of CommerceSMSF KnowledgeFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew John Molyneaux

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000407414
Postcode
3630
Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Fund Adviser (Personal Advice)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Oliver Ladd

CPW ADVISORY PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
001002568
Postcode
3630
Bachelor of Applied Science (Podiatry)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Chenara Maie Newbegin

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000473460
Postcode
3630
Diploma of Financial PlanningMargin LendingSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bree Kristie Hanslow

OZPLAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001251805
Postcode
3630
Bachelor of Business (Accounting)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jeremy John Hall

PINNACLE FP PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001270940
Postcode
3630
Advanced Diploma of Financial PlanningDiploma of Financial PlanningBachelor of Business (Accounting)Graduate Diploma of Chartered Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Justin Stratton

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268705
Postcode
3630
Graduate Diploma of Financial PlanningAccredited Aged Care ProfessionalAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Darcy Keith Morris

OZPLAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001302433
Postcode
3630
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katherine Lois O'Dwyer

CPW ADVISORY PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001303039
Postcode
3630
Bachelor of Business Human Resource Management / Business Advertising & DesignDiploma of Finance, Mortgage Broking ManagementEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Patrick Marks

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001304820
Postcode
3630
Bachelor of Commerce, Majoring in Finance ManagementMaser of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brandan Hosie

SKYBRIDGE PORTFOLIOS PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001313754
Postcode
3630
Bachelor of Business AccountingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa Ciancio

CPW ADVISORY PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001312250
Postcode
3630
Bachelor of Business (Financial Planning)CFP CertificationMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.