11 verified financial advisers

Financial Advisers in Wangaratta, VIC

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

Showing 11 results

Francis Xavier Mclaurin

LIFESPAN FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1982 (44 years)
Registration #
000248264
Postcode
3677
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jurgen Hans Schonafinger

FINANCIAL LIFESTYLE PARTNERS (NORTH VIC) PTY. LTD.
Registered
Experience
Since 1990 (36 years)
Registration #
000249849
Postcode
3677
Certified Financial PlannerDFP 1-8Diploma of financial planningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bree Campbell

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000241293
Postcode
3677
Bachelor Business (Financial Planning)Certified Financial Planner (CFP)RG146 928 Margin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Mcdonald

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000242860
Postcode
3677
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin LendingBridging Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Leonard Holmes

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000263576
Postcode
3677
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP1-8)Self Managed Superannuation FundsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brendan Cairns

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000389730
Postcode
3677
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Sara Jane Kalcic

SPARK ADVISORS AUSTRALIA PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000317784
Postcode
3677
Advanced Diploma of Financial Services (Financial Planning)AMP & ICFS Specialist SMSF CourseMaster of Applied FinanceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daryl John Johnstone

FINANCIAL LIFESTYLE PARTNERS (NORTH VIC) PTY. LTD.
Registered
Experience
Since 2011 (15 years)
Registration #
000398190
Postcode
3677
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)ASX Accredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charmaine Hall

ADVICE EVOLUTION PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
001002843
Postcode
3677
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jac Theodore Holmes

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2024 (2 years)
Registration #
001306472
Postcode
3677
Bachelor of Business (Finance/Financial Planning)FPE015 Derivatives in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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William Roderick Woodford

FINANCIAL LIFESTYLE PARTNERS (NORTH VIC) PTY. LTD.
Registered
Experience
Since 2024 (2 years)
Registration #
001308762
Postcode
3677
Bachelor of Commerce (major in Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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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.