23 verified financial advisers

Financial Advisers in Wodonga, VIC

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

Showing 23 results

Paul Thomas Shay

CHINSHA PTY LTD
Registered
Experience
Since 1991 (35 years)
Registration #
000239914
Postcode
3690
Certificate of Business StudiesDiploma of Financial PlanningCertified Financial PlannerEthics for Professional Advisers bridging unit
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen John Mamouney

BMG FINANCIAL GROUP PTY LTD
Registered
Experience
Since 1993 (33 years)
Registration #
000263199
Postcode
3690
Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joseph Christopher Pricsina

FIRST MUTUAL AUSTRALIA PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000275056
Postcode
3690
Certified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Megan Maree Mcgrath

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000232672
Postcode
3690
Certified Financial PlannerDiploma of Financial Planning ( DFP 1-8)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Dianna Carol Jacobsen

CLIMB WEALTH PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000336407
Postcode
3690
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glen Charles Jarvis

BMG FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000279277
Postcode
3690
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Clark

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001003011
Postcode
3690
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jody Louise Fleming

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000266783
Postcode
3690
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Mark Byron

CHINSHA PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000286222
Postcode
3690
Bachelor of Business (Enterprise Development)Advanced Diploma of Financial Services (Financial Planning)Ethics for Professional Advisers bridging unitFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Neil Robert Tolsher

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000285273
Postcode
3690
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarah Michelle Crothers

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000338445
Postcode
3690
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning) (Qualification)ASX Listed Products Accreditation (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Leslie Coulston

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000288523
Postcode
3690
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Trent Leslie Crothers

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000299063
Postcode
3690
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP)ASX Listed Products Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Matthews

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
001003318
Postcode
3690
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Patrick Nicholas Mccarron

IAP FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000319972
Postcode
3690
Bachelor of Behavioural ScienceGraduate Certificate of Business in ManagementCertificate III in Business (Accounting)Advanced Diploma Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Trevor Cutler

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000317400
Postcode
3690
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kelly Marree Mitchell

IAP FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000415534
Postcode
3690
Diploma of Financial Services (Superannuation)Certificate IV in Financial Services (Superannuation)Diploma of Financial Services (Financial Planning)LAW110 Business Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rochelle Green

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2014 (12 years)
Registration #
001004014
Postcode
3690
Bachelor of Business (Management)Taxation Law (Principles)Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stuart Lloyd Geyer

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2014 (12 years)
Registration #
000465250
Postcode
3690
Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial PlanningAccredited Listed Product Adviser ProgramTASA and the TPB Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Blair Curtis

BMG FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001235364
Postcode
3690
Bachelor of Accounting / FinanceAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brogan Jean Beryl Broadway

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2017 (9 years)
Registration #
001257241
Postcode
3690
Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Melinda Jayne Harmer

RI ADVICE GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
000282563
Postcode
3690
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Adam Milligan

IAP FINANCIAL SERVICES PTY LTD
Not Registered
Registration #
001316383
Postcode
3690
Bachelor of Arts in International StudiesBachelor of Commerce (Financial Planning major)Graduate Diploma of Financial PlanningFPC002B 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.