47 verified financial advisers

Financial Advisers in South Yarra, VIC

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

Showing 47 results

Cameron Grant Smith

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1989 (37 years)
Registration #
000258246
Postcode
3141
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Neil Austin Sutcliffe

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1989 (37 years)
Registration #
000259354
Postcode
3141
Bachelor of Arts in Combined Studies In Social SciencesAdvanced Financial Planning CertificateGraduate Diploma in Applied Finance and InvestmentSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brendan John Milburn

SOUTH YARRA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000246070
Postcode
3141
Diploma of Financial PlanningGraduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Talbot

EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000267235
Postcode
3141
Certified Financial Planner Education ProgramFinancial Planning Association MembershipFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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Paul Darryl Greenwood

WEALTHSPAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1992 (34 years)
Registration #
000381104
Postcode
3141
Diploma of Financial PlanningGraduate Certificate of Finance and BankingMaster of Business (Banking & Finance)Ethics For Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Patrick Keady

AUSTRALIAN PRIVATE WEALTH PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000298759
Postcode
3141
Bachelor of CommerceDFPCFPSMSF Specialist Advisor (SSA) Accreditation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Jeff Sinclair Wain

AUSTRALIAN PRIVATE WEALTH PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000241228
Postcode
3141
Bachelor of EconomicsGraduate Diploma TaxationGraduate Diploma Advanced Financial PlanningCFP
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Milton Wigdorowitz

GMP FINANCIAL PTY LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000464364
Postcode
3141
Certified Financial PlannerGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alistair Lindsey Bett

AUSTRALIAN PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000264934
Postcode
3141
Bachelor of BusinessDFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Amanda Thompson

BOSTON REED PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001006084
Postcode
3141
The Count Introductory Training CourseDiploma of Financial AdvisingSMSFAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Alexander James Jamieson

AJ FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000244428
Postcode
3141
Bachelor of BusinessFellow Chartered Financial PractitionerEthics and Professionalism in Financial AdviceExam Standard Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brian Trevor Sellick

IWM ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000240626
Postcode
3141
Bachelor of Business (Financial Planning)Certified Financial PlannerGraduate Diploma of Professional AccountingCertified Practising Accountant Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kenneth Robert Tuder

CRABB TUDER FINANCIAL SERVICES PTY. LTD.
Registered
Experience
Since 2003 (23 years)
Registration #
000245270
Postcode
3141
Bachelor of Business (Accounting)Certified Financial Planner ProgrammeCPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Simon Byrne

IWM ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000240634
Postcode
3141
Bachelor of Business (Financial Planning)Graduate Diploma of Applied Finance & InvestmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Constandinos Stamatelos

PROFESSIONAL INVESTMENT SOLUTIONS PTY. LTD.
Registered
Experience
Since 2005 (21 years)
Registration #
000290702
Postcode
3141
Bachelor of Business (Accounting & Marketing)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nick Athanasiadis

PROFESSIONAL INVESTMENT SOLUTIONS PTY. LTD.
Registered
Experience
Since 2005 (21 years)
Registration #
000285354
Postcode
3141
Bachelor of BusinessSelf Managed Super Fund CourseASX Securities ExemptionAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Warren Olivier

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
001006171
Postcode
3141
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Anita Fasciani

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2008 (18 years)
Registration #
000323742
Postcode
3141
Certificate IV in Financial ServicesDiploma of Financial ServicesFinancial Services Tier 1 Compliance ProgramSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marc Rummel

CHOICE FINANCIAL ADVISORS PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000330956
Postcode
3141
RG146Certificate IV Mortgage BrokeringDiploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF online course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Kim Duc

AUSTRALIAN PRIVATE WEALTH PTY LTD
Not Registered
Experience
Since 2010 (16 years)
Registration #
001008030
Postcode
3141
DIPLOMA IN FINANCIAL SERVICESADVANCED DIPLOMA OF FINANCIAL PLANNINGAccredited Behavioural Finance ProfessionalChartered Retirement Planning Counsellor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Frank Peh

IWM ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000358677
Postcode
3141
Bachelor of AccountancyMaster of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Gerard Doquile

THE ADVICE EXCHANGE PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000405947
Postcode
3141
Bachelor of CommerceAdvanced Diploma of Financial PlanningResponsible Managers CourseEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kristina Zi-Wei Lin

NEXTPLAN FINANCIAL PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000421606
Postcode
3141
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Principles in Self Managed SuperannuationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Yin Chin Choo

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000404962
Postcode
3141
Bachelor of Business (Accounting)Bachelor of ComputingDiploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Annie Michelle Sutcliffe

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000415630
Postcode
3141
Foundations of Financial PlanningInvestment Planning 1
SecuritiesGovernment Debentures
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Donna Lee Carkeek

EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000267416
Postcode
3141
Bachelor of EconomicsDiploma of Financial Planning4 unit certified financial planning programCertified Financial Planner Education Program
SuperannuationLife InsuranceLife Investment
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Serge Stanislavski

IWM ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000443987
Postcode
3141
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathon Dennis Kelly

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000459855
Postcode
3141
Certificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf-Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Calvin Say Ming Nee

AUSTRALIAN PRIVATE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001238048
Postcode
3141
Bachelor of BusinessGraduate Diploma of Applied FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Katherine Louise Murphy

WEALTHSPAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001236885
Postcode
3161
Bachelor of Business (Accounting)Certificate IV Financial Services (Finance and Mortgage Broking)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Thomas Seeger

AKAMBO PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001243815
Postcode
3141
Bachelor of BusinessDiploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew John Mahon

CBP FINANCE PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001240244
Postcode
3141
Bachelor of CommerceCertified Practicing Accountants Australia ProgramMasters of Business AdministrationRegistered Tax Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Meredith Jane Overbury

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001259444
Postcode
3141
Bachelor of BusinessProfessional Year ProgrammeGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan John Lee Jnr Milburn

SOUTH YARRA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270776
Postcode
3141
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher John Appla

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001271202
Postcode
3141
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Alexander Trayanovski

AUSTRALIAN PRIVATE WEALTH PTY LTD
Not Registered
Experience
Since 2018 (8 years)
Registration #
001269736
Postcode
3141
Bachelor of FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Eden Beau Smith

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001268807
Postcode
3141
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Robinson

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268524
Postcode
3141
Bachelor of Business (Accounting)Graduate Certificate of Financial PlanningAccredited Listed Product Adviser ProgramSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Renato Romani Manias

AUSTRALIAN PRIVATE WEALTH PTY LTD
Not Registered
Experience
Since 2018 (8 years)
Registration #
001266025
Postcode
3141
Bachelor of Commerce & EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Cameron Ward

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273044
Postcode
3141
Bachelor of Business (Accountancy)Certified Practicing AccountantGraduate Diploma in Applied Finance and InvestmentsAccountants Self Managed Superannuation Fund Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wesley Steer

HEJAZ FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270368
Postcode
3141
Bachelor of AccountingBachelor of FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ahmet Hassan

PROFESSIONAL INVESTMENT SOLUTIONS PTY. LTD.
Registered
Experience
Since 2021 (5 years)
Registration #
001285288
Postcode
3141
Bachelor of accounting/major in financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Ellis Czerkaski

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2023 (3 years)
Registration #
001299520
Postcode
3141
Graduate Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kelsey Mae Hale

WEALTHSPAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001313738
Postcode
3141
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Alexander Peart

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001312134
Postcode
3141
Master of FinanceGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Phillip Wong

IWM ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001310063
Postcode
3141
Bachelor of EconomicsMaster of Professional AccountingBachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas Patane

IWM ADVISORS AUSTRALIA PTY LTD
Not Registered
Registration #
001318863
Postcode
3141
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment 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.