9 verified financial advisers

Financial Advisers in Swan Hill, VIC

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

Showing 9 results

Kerry Mcdonald

WEALTH ADVICE SERVICES PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000263204
Postcode
3585
Bachelor of Business (Accounting)Financial Planning CertificateCertified Financial PlannerSelf Managed Superannuation Fund accreditation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Brendan Stuart Mckenzie

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000243177
Postcode
3585
Diploma of Financial PlanningSMSF Specialist Advisor ProgramDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

James Gerrard Sherlock

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000416826
Postcode
3585
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation fundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kylie Ann George

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000424874
Postcode
3585
Margin LendingAdvanced Diploma of Financial PlanningSMSF Specialist AdvisorFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Erica Joan Cummins

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000437117
Postcode
3585
Bachelor of Business (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Varun Tushar Sarup

WEALTH ADVICE SERVICES PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001233895
Postcode
3585
Bachelor of Commerce (Applied Economics & Finance)Diploma Margin LendingDiploma of Financial PlanningTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Daniel Tuan Yu Tiet

WEALTH ADVICE SERVICES PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000457177
Postcode
3585
Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Melissa Robertson

WEALTH ADVICE SERVICES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255889
Postcode
3585
Bachelor of Business (Accounting)SMSF Specialist AdvisorDiploma of Financial PlanningTier 1 Margin Lending- Personal Advice
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

David Stephen Dodgshun

WEALTH ADVICE SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001272610
Postcode
3585
Bachelor of Business (Information Systems)Bachelor of BusinessGraduate Diploma of Chartered Accounting (GradDipCA)Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →
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.