24 verified financial advisers

Financial Advisers in Traralgon, VIC

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

Showing 24 results

Rodney Mark Lavin

FIDUCIAN FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1988 (38 years)
Registration #
000299168
Postcode
3844
Bachelor of EconomicsDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Antonio Salvatore

RGM FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 1990 (36 years)
Registration #
000249191
Postcode
3844
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Terrance Leslie Kays

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1992 (34 years)
Registration #
000226944
Postcode
3844
Associate Diploma of Business (Accounting)Certified Financial PlannerDiploma of Financial PlanningSMSF Specialist Advisor Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Haydn Baulch

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000345068
Postcode
3844
Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Super FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney Malcolm Gilham

ROPAN LICENSEES PTY. LTD.
Registered
Experience
Since 1999 (27 years)
Registration #
000244855
Postcode
3844
Bachelor of Business (Economics/Marketing)Graduate Diploma in Financial PlanningSelf Managed Superannuation Funds (SMSF)ASX Accredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Edward Reidy

RGM FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000230468
Postcode
3844
Bachelor of BusinessCertified Practising AccountantSMSF Specialist AdvisorCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rodney William Rowley

MCMILLAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000279238
Postcode
3844
Bachelor of BusinessDPML Margin LendingCertified Practising AccountantPS 146 Knowledge Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jonathon Kirk

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000316055
Postcode
3844
Bachelor of BusinessDiploma Financial PlanningCFPCertified Financial Planner - FPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Andrew Hanratty

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001003452
Postcode
3844
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Lara Shearman

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
001252932
Postcode
3844
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Certificate in Applied FinanceGraduate Certificate in Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Michael Marmara-Stewart

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000318836
Postcode
3844
Diploma of Financial Services (Financial Planning)Bachelor of Business and CommerceDPML Margin LendingMasters of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adrian Salvatore

RGM FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000434806
Postcode
3844
Bachelor of Commerce (Financial Planning)Diploma of Financial PlanningMaster of Financial PlanningEthics for Financial Services MAI769
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paula Louise Siddle

TOGETHR FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001004863
Postcode
3844
Bachelor of AccountingBachelor of Financial PlanningCL66 Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sam Alan Woodhouse

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
001255703
Postcode
3844
Bachelor of Commerce (Financial Planning)Certificate IV in Finance and Mortgage BrokingSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Kays

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001237391
Postcode
3844
Certificate IV Finance & Mortgage BrokingDiploma of Financial PlanningEconomic and Legal Context for Financial Planning FPC0001BFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Darren Jennings

PHILLIPSONS FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001253146
Postcode
3844
Bachelor of BusinessCA SMSF Specialist Accreditation CourseFNS10Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceRSA Products
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Melissa Murphy

TOGETHR FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001258538
Postcode
3844
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott Henning

ROPAN LICENSEES PTY. LTD.
Registered
Experience
Since 2017 (9 years)
Registration #
001259770
Postcode
3844
Diploma of Financial PlanningBachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Claire Maree Richmond-Miller

MCMILLAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001263665
Postcode
3844
Bachelor of BusinessDiploma of Finaial PllaningTax for Financial AdvisingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Holly Jade Fleming

PHILLIPSONS FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271515
Postcode
3844
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Geoffrey Pollard

MORGANS FINANCIAL LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001269628
Postcode
3844
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Nicholas Cullis

ROPAN LICENSEES PTY. LTD.
Registered
Experience
Since 2023 (3 years)
Registration #
001298777
Postcode
3844
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joanne Lillian Bombardier

RGM FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001307452
Postcode
3844
Bachelor of AccountingEthics and professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Henry Bishop

RGM FINANCIAL PLANNERS PTY LTD
Not Registered
Registration #
001318175
Postcode
3844
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
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.