17 verified financial advisers

Financial Advisers in Balcatta, WA

Compare registered financial advisers in Balcatta, Western Australia. All listings sourced from the ASIC Financial Advisers Register.

Showing 17 results

Darren Smith

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1989 (37 years)
Registration #
000432243
Postcode
6021
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsKaplan Higher Education Pty Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brendan James Lynch

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1996 (30 years)
Registration #
000297312
Postcode
6021
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Shear

SENTRY ADVICE PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000248684
Postcode
6021
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPE016 Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gregory Reece Meyers

O&I WEALTH PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000284218
Postcode
6021
Bachelor of Business (Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lawrence Nathan Tambyrajah

ADVISERCHOICE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000276042
Postcode
6021
Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Finance)Certified Financial StrategistFASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Smith

WEALTH PARTNERS WA PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000269276
Postcode
6021
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care ProfessionalFellow Chartered Financial Practioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Gordon Berriman

PRIVEST LICENSEE SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
001304616
Postcode
6021
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nigel Ivor Owen

PRIVEST LICENSEE SERVICES PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000236520
Postcode
6021
Bachelor of CommerceHonors in Accounting ScienceChartered AccountantDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Luke Stewart Martin

PERSONAL FINANCIAL SERVICES LTD
Registered
Experience
Since 2004 (22 years)
Registration #
001242408
Postcode
6021
Bachelor of Commerce (Economics & Marketing)Foundation DFPRG146 Core Diploma SkillsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Julie Windebank

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000277920
Postcode
6021
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Paul Vukman

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000287319
Postcode
6021
Margin Lending & Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Keith Dearn Brown

OREANA FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000323903
Postcode
6021
Bsc (Hons) in Business studies specializing in Economics and MarketingInvestment Management CertificateDiploma of Financial ServicesSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Scott Jarrod Smith

WEALTH PARTNERS WA PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000300875
Postcode
6021
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Pietro Carlino

FOUNDATION MANAGEMENT (WA) PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000363324
Postcode
6021
Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Christopher Duckett

COUNT FINANCIAL LIMITED
Registered
Experience
Since 2013 (13 years)
Registration #
001004922
Postcode
6021
The Securities and Derivatives Industry Association (SDIA) Accreditation ProgramDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charlene Byne

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269063
Postcode
6021
Diploma of Financial Planning FNS50615Advanced Diploma of Financial Planning FNS60415FPC002B Ethics and Professionalism in Financial Advice.Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Frank John Miles

FOUNDATION MANAGEMENT (WA) PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001262280
Postcode
6021
Bach. of Marketing and Public RelationsDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
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.