53 verified financial advisers

Financial Advisers in Southbank, VIC

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

Showing 53 results

Brian Paterson

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1981 (45 years)
Registration #
000341883
Postcode
3006
Bachelor of Business (Accounting)Certificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Alcorn

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 1984 (42 years)
Registration #
000240937
Postcode
3006
Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Shaun Michael Frost

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 1987 (39 years)
Registration #
000235994
Postcode
3006
Certified Financial PlannerDiploma of Financial PlanningMargin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Moraro

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1992 (34 years)
Registration #
000277697
Postcode
3006
Bachelor of Commerce (Applied Finance) (Honours)SDIA Accreditation ProgramProfessional Diploma in StockbrokingEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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Peter Alan Gersch

PARAGEM PTY LIMITED
Registered
Experience
Since 1993 (33 years)
Registration #
000247580
Postcode
3006
Diploma of Financial PlanningCertified Financial PlannerTier 1 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hamish John Salmon

CAPITAL CREATION PTY. LTD.
Registered
Experience
Since 1994 (32 years)
Registration #
001001295
Postcode
3006
Bachelor Business AccountingBachelor Business AccountingBachelor Business Retail ManagementCPA Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenn Bernard Considine

CFG ADVICE PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000303245
Postcode
3006
Bachelor's degreeAdvance Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Johnson

PRIMESTOCK SECURITIES LIMITED
Registered
Experience
Since 1996 (30 years)
Registration #
000333681
Postcode
3006
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Mark Johnson

PRIMESTOCK WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000333681
Postcode
3006
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Matthew James Barnaby Reid

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000469052
Postcode
3006
Bachelor of Arts (Honours) (Political Science)Bachelor of Laws (Honours)Certified Financial PlannerDiploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Timothy Carrigg

CFG ADVICE PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000247398
Postcode
3006
Diploma in Business ManagementCFP-Certified Financial PlannerDiploma of Financial PlanningSMSF Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Carrigg

CFG ADVICE PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000247398
Postcode
3006
Diploma in Business ManagementCFP-Certified Financial PlannerDiploma of Financial PlanningSMSF Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Eric Larry Bohl

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000252531
Postcode
3006
Advanced Diploma Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Laurel Joy Moulynox

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 1999 (27 years)
Registration #
001001634
Postcode
3006
Bachelor of Commerce (Accounting)Certified Practicing Accountant (CPA)Financial Planning Specialist (FPS)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Benjamin Paul Cranage

CFG ADVICE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000250345
Postcode
3006
Diploma of Financial PlanningCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Campbell James Walker

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000472438
Postcode
3006
Bachelor of Commerce (Honours)Graduate Diploma of Applied Finance & InvestmentEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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Emma Louise Stoffels

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2003 (23 years)
Registration #
000245234
Postcode
3006
Bachelor of Business (Tourism)Diploma of Financial Planning (Dip FP)Certified Financial Planner (CFP)Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Patrick Cranage

CFG ADVICE PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000250732
Postcode
3006
DFPADFPCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anuj Shangle

CFG ADVICE PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000257666
Postcode
3006
Master of BusinessFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Anthony Knight

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000277561
Postcode
3006
Graduate Diploma (ICAA)Diploma of Financial Services (Financial Planning)Professional Diploma in StockbrokingFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Christopher John Molloy

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2004 (22 years)
Registration #
001001786
Postcode
3006
Bachelor of Business (Management)Diploma of Financial Planning (DFP)Certified Financial Planner (CFP)Graduate Diploma of Applied Finance and Investments (GAppFin)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dylan James Cresswell

PRIMESTOCK SECURITIES LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
000312219
Postcode
3006
Bachelor of Business (Accounting)Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dylan James Cresswell

PRIMESTOCK WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000312219
Postcode
3006
Bachelor of Business (Accounting)Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter John Whelan

COMPLETE LATITUDE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001245909
Postcode
3006
Diploma of Financial PlanningDiploma of Financial PlanningSecurities and Managed InvestmentsSecurities and Managed Investments
Self-Managed Super (SMSF)
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Bradley John Smith

SPARK ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000325421
Postcode
3006
Diploma of Financial Services (Financial Planning)Specialist SMSF CourseAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Marcus John Ainger

PRIMESTOCK WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000327234
Postcode
3006
Bachelor of Business B&FGraduate Diploma in Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Michael Trajcevski

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000329862
Postcode
3006
CPA ProgramDiploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brent Charles Quinn

PRIMESTOCK SECURITIES LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000387038
Postcode
3006
Bachelor of Business Marketing MajorDiploma of Financial PlanningSelf Managed Super FundGraduate Diploma of Financial Planning (GDFP19)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brent Charles Quinn

PRIMESTOCK WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000387038
Postcode
3006
Bachelor of Business Marketing MajorDiploma of Financial PlanningSelf Managed Super FundGraduate Diploma of Financial Planning (GDFP19)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ethan Owen Dennis Allen

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2012 (14 years)
Registration #
000429359
Postcode
3006
Bachelor of Science in NanoscienceMaster of Business in FinanceDiploma of Financial PlanningDiploma in Stockbroking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kyle Lawrence Brumley

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2012 (14 years)
Registration #
001235523
Postcode
3006
Bachelor of Commerce (Financial Planning, Finance & Accounting)Certified Practicing Accountant (CPA)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nazampreet Kaur

CFG ADVICE PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001233071
Postcode
3006
Bachelor of ComerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jaclyn Renee Trounce

COMPLETE LATITUDE PTY LTD
Not Registered
Experience
Since 2016 (10 years)
Registration #
001252694
Postcode
3006
Bachelor of CommerceGraduate Diploma ICAAGraduate Diploma ICAACA SMSF Specialist
Self-Managed Super (SMSF)
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Daniel Antonio Albanes Valenzuela

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001257211
Postcode
3006
Diploma Financial ServicesBachelor of Business (Banking and Finance)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Jeremy Beaumont

CFG ADVICE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001253244
Postcode
3006
Bachelor of CommerceDiploma of Financial PlanningEconomic & Legal Context for FPEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Petru Bradea

CFG ADVICE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001251328
Postcode
3006
Bachelor of Economics & AccountingMasters of Financial ManagementAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Petru Bradea

CFG ADVICE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001251328
Postcode
3006
Bachelor of Economics & AccountingMasters of Financial ManagementAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Dalton Scott Pollnitz

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2018 (8 years)
Registration #
001272844
Postcode
3006
Certificate IV in Banking ServicesDiploma of Financial PlanningBachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jake Aaron Gomer

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001268937
Postcode
3006
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jarrod Kevin Rodda

PRIMESTOCK SECURITIES LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001263612
Postcode
3006
Bachelor of CommerceDiploma of Financial PlanningCFPMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Jarrod Kevin Rodda

PRIMESTOCK WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001263612
Postcode
3006
Bachelor of CommerceDiploma of Financial PlanningCFPMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Ryan Van Vliet

PRIMESTOCK SECURITIES LIMITED
Not Registered
Experience
Since 2018 (8 years)
Registration #
001269055
Postcode
3006
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Ryan Van Vliet

PRIMESTOCK WEALTH MANAGEMENT PTY LTD
Not Registered
Experience
Since 2018 (8 years)
Registration #
001269055
Postcode
3006
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Timothy Brian Wong Fok Lung

AFFINITY ACCOUNTANTS PTY LTD
Not Registered
Experience
Since 2018 (8 years)
Registration #
001272723
Postcode
3006
Bachelor of CommerceRG146 Accountants Essential AdviceSMSF Core CourseChartered Accountants Australia New Zealand (Grad Dip of Chartered Accounting)
Self-Managed Super (SMSF)
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Jonathan Alexander Flint

LIFESTYLE ASSET MANAGEMENT PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001285541
Postcode
3006
Certificate IV in Financial Services (Accounting)Bachelor of BusinessGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Dewmi Pathirana

CFG ADVICE PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001300368
Postcode
3006
Bachelor Commerce Majoring in Commercial Law and Financial PlanningEthics & Professionalism in Financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ne Guo

MORROWS PRIVATE WEALTH PTY. LTD.
Registered
Experience
Since 2024 (2 years)
Registration #
001303180
Postcode
3006
Master of Professional Accounting (Business Management)Chartered AccountantGraduate Diploma of Financial PlanningSMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Fraser Martin Steggall

CFG ADVICE PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001309338
Postcode
3006
BACHELOR OF COMMERCEEthics & Professionalism in Financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Murray Taylor Boyd

CFG ADVICE PTY LTD
Registered
Experience
Since 2026 (0 years)
Registration #
001310482
Postcode
3006
Bachelor Of Commerce (Financial and Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Arsenios Zervides

ASVW FINANCIAL SERVICES PTY LTD
Not Registered
Registration #
001317703
Postcode
3006
Bachelor of Commerce majoring in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Braydon Dobinson

MORROWS PRIVATE WEALTH PTY. LTD.
Not Registered
Registration #
001312976
Postcode
3006
Bachelor of BusinessCore 1: Securities & Managed Investments Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Pantelis Vafeas

LIFESTYLE ASSET MANAGEMENT PTY LTD
Not Registered
Registration #
001285544
Postcode
3006
Bachelor of AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Rex Jelbart

CFG ADVICE PTY LTD
Not Registered
Registration #
001319552
Postcode
3006
Bachelor of Business (Economics & Finance)Ethics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning
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.