43 verified financial advisers

Financial Advisers in Surrey Hills, VIC

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

Showing 43 results

Dilip Dutt

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1985 (41 years)
Registration #
000239387
Postcode
3127
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Allan Harold Meates

MKS WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1988 (38 years)
Registration #
000240632
Postcode
3127
Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Constantine Gianna

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
001003720
Postcode
3127
Diploma of Financial AdvisingDiploma of Financial PlanningGraduate Diploma of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lisa Fitzgerald

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1995 (31 years)
Registration #
000318035
Postcode
3127
Bachelor of ArtsDiploma 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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Matthew Scholten

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000241940
Postcode
3127
DiplomaCertified Financial PlannerDiploma of Financial PlanningSMSF Association Specialist Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian Morrison

STRATEGIC FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
001006857
Postcode
3127
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Harris

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000231631
Postcode
3127
Bachelor of BusinessCertified Practicing Accountants (CPA) Australia ProgramMargin Lending and Geared InvestmentsRegulatory Guide 146 Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Arthur Stewart

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000246161
Postcode
3127
Bachelor of CommerceCPA ProgramCFPCPA Australia (CPA)
Superannuation
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David Leslie Kollmorgen

MKS WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000240637
Postcode
3127
Bachelor of Business (Accounting)Chartered Accountant (CA)CFP Certification 1-4 Program (Historic Financial Planning Association of Australia Limited)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Anthony Mcfall

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000263321
Postcode
3127
Diploma of Financial PlanningMaster of Commerce (Financial Planning)Certified Financial Planner Certification ProgramSelf Managed Superannuation Fund Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Kevin Cronin

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000249676
Postcode
3127
Certificate of Superannuation ManagementDiploma of Financial PlanningMargin Lending Advice ATASMSF Advice ATA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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John Nantes

GODFREY PEMBROKE GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000465899
Postcode
3127
Bachelor of Arts & Bachelor of CommerceDiploma of Financial Planning (DFP 1-8)RG146 928S Margin Lending (928SML)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Matthew Joseph Ross

ROSKOW INDEPENDENT ADVISORY PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000303261
Postcode
3127
Bachelor of Commerce (Accounting)Diploma of Financial PlanningCertified Financial PlannerFinancial Planning Certificate (UK)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Todd Jeffrey

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000247955
Postcode
3127
Certificate IV in Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsMaster of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dale Eriksen

ROSKOW INDEPENDENT ADVISORY PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
001002209
Postcode
3127
Certified Financial PlannerAdvanced Diploma of Financial PlanningSMSF Specialist AdviserMasters of financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trent Matthew Collins

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000241820
Postcode
3127
Bachelor DegreeGraduate DiplomaDiplomaEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley John Williams

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000228900
Postcode
3127
Bachelor of Science (Hons)Diploma of Financial PlanningCFP Education ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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David Mccrorie

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001003092
Postcode
3127
Certicate in Financial MarketsGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wayne Geoffrey Gutteridge

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001237586
Postcode
3127
Bachelor of ScienceGraduate Diploma in Industrial Relations and Human Resource ManagementDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David John Kelsey

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000249555
Postcode
3127
Diploma of Superannuation Management8 Unit Diploma of Financial PlanningSMSF Specialist Advisor (SAA)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emanouel Hatzimanolis

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001002854
Postcode
3127
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Smith

MKS WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000301211
Postcode
3127
Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA/Finsia)Graduate Diploma of Financial Planning (Historical SIA/Finsia)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Wong

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000306708
Postcode
3127
Bachelor of Commerce major in Financial Planning (v1)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christopher Fagan

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000340853
Postcode
3127
Bachelor DegreeDiplomaAdvanced DiplomaCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Paganin

FOUNDATION ADVISORY PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001256999
Postcode
3127
Bachelor of Business (Accountancy)CPA Public Practice ProgramMasters of Applied FinanceRG 146
Self-Managed Super (SMSF)
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Tom Barlow

ROSKOW INDEPENDENT ADVISORY PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000466832
Postcode
3127
Bachelor of Commerce (Fin, FinPlan, Acc)Self Managed Superannuation FundsSuperannuation & Retirement PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Houlihan

STRATEGIC FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
001006855
Postcode
3127
Certificate of Superannuation ManagementCertificate of Business AdministrationSpecialist SMSF AdviserFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christos Galanis

NEW HORIZONS FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000427879
Postcode
3127
Bachelor of BusinessAssociate Diploma of Business (Accounting)Graduate Diploma Applied FinanceSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Adriano Donato

ROSKOW INDEPENDENT ADVISORY PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000445236
Postcode
3127
Bachelor of Business (Accountancy)Diploma of Financial Services (Financial Planning)Post Graduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Anthony Spiller

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000406989
Postcode
3127
Bachelor DegreeDiplomaAdvanced DiplomaCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Tamsin Jane Wood

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001006263
Postcode
3127
Bachelor of CommerceAdvanced Diploma in Financial PlanningEthics and Professionalism in Financial AdviceMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Catherine Elizabeth Jenkins

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2015 (11 years)
Registration #
001236397
Postcode
3127
Bachelor of Commerce (Finance and Accounting)Certified Practising Accountant (CPA)Margin LendingAdvising in SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ramon-Paolo Bautista

BERYLLIUM ADVISERS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001249229
Postcode
3127
Bachelor of Applied Science (Computer Science)Graduate Diploma of Financial PlanningMAI769Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kevin James Mottau

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001254878
Postcode
3127
Bachelor of Business and CommerceChartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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Andrew Chessum

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001270386
Postcode
3127
Bachelor of CommerceInvestment Planning 1Risk ManagementSuperannuation and Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jessica Cohen

FOUNDATION ADVISORY PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267896
Postcode
3127
Bachelor of CommerceBachelor of FinanceGrad Dip Chartered AccountantRG146 Superannuation & SMSF
Self-Managed Super (SMSF)
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Leah Newman

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001268720
Postcode
3127
Diploma of Financial PlanningAccredited Aged Care ProfessionalAdvance Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nicholas George Horsley

ROSKOW INDEPENDENT ADVISORY PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273059
Postcode
3127
Advanced Diploma in Financial PlanningDiploma of Financial PlanningGraduate Diploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Anthony Pizzichetta

MONT WEALTH ADVISORS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267301
Postcode
3127
Bachelor of BusinessMaster of Financial Planning
SuperannuationSecurities
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Chen Hua

STRATEGIC FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2020 (6 years)
Registration #
001284187
Postcode
3127
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Emily Jessica Macdonald

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001270120
Postcode
3127
Bachelor of Commerce (Major in Finance)Master of Accounting and International FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mitchell John Fidas

ELECT WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001270121
Postcode
3127
Bachelor of Business(major in Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James John Connellan

COUNT FINANCIAL LIMITED
Not Registered
Registration #
001316909
Postcode
3127
Bachelor of Commerce (Financial Planning)Introduction to SMSFs
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.