27 verified financial advisers

Financial Advisers in Bunbury, WA

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

Showing 27 results

Sean Adrian Spencer

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1991 (35 years)
Registration #
000344080
Postcode
6231
Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Peter Kingsley Humble

RISE WEALTH GROUP PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
001003626
Postcode
6230
Bachelor DegreeGraduate DiplomaFASEA ExamMasters in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Hannagan

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1996 (30 years)
Registration #
000249497
Postcode
6230
Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David Offer

HORIZON INVESTMENT SOLUTIONS PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000259188
Postcode
6230
Bachelor of Commerce AccountingGraduate Diploma in Applied Finance & InvestmentGraduate Diploma in Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Murray Graham Bassett

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 1999 (27 years)
Registration #
000249661
Postcode
6230
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Certified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Brian Castieau

INTEGRALIFE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000296136
Postcode
6230
Bachelor of ArtsDiploma in EducationDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Graham Harold Oates

HORIZON INVESTMENT SOLUTIONS PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000259230
Postcode
6230
Bachelor of Commerce AccountingEthics and Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Randall Edward Stout

HORIZON INVESTMENT SOLUTIONS PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000245236
Postcode
6230
Bachelor of Commerce (Accounting and Corporate Administration)Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecurities
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Andrew Charles Della-Sale

MAGNETIC NORTH GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000260069
Postcode
6230
Bachelor of BusinessAdvanced Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Hayley Kristen Della-Sale

MAGNETIC NORTH GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000259234
Postcode
6230
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Super FundsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Jonathan Allan Dixon

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000243597
Postcode
6230
Advanced Diploma of Financial PlanningSMSF Specialist AdvisorFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Barbara Libby Franklin

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000286494
Postcode
6230
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Aged care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Paul Gardiner

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000293140
Postcode
6230
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony Malcolm Cordi

AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000307896
Postcode
6230
Diploma of Financial PlanningTaxation Planning (ADFS1)Estate PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Ashley Warren Baum

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
001004368
Postcode
6230
Bachelor of Commerce (Economics & Financial Planning)Margin Lending & Geared InvestmentsCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rick Andrew Houden

INTEGRALIFE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000333029
Postcode
6230
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anton Mann

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000385157
Postcode
6230
Diploma of Financial Services (Financial Planning)SMSF CourseAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Hugh Jerome Heffernan

HEJAZ FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
001002576
Postcode
6230
Diploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jemma Armstrong

INTEGRALIFE PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000430011
Postcode
6230
Diploma of Financial PlanningAdvice in SuperannuationAdvanced Diploma Financial PlanningGraduate Dip Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan James Pitts

MARLSTON FORREST WEALTH PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000446180
Postcode
6230
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan James Pitts

MARLSTON FORREST WEALTH PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000446180
Postcode
6230
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Christa Pawlowski

HORIZON INVESTMENT SOLUTIONS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001247575
Postcode
6230
Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Frederick Cornelius Adlam

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001247350
Postcode
6230
Bachelor of Commerce (Institusionele Investment)Bachelor of Commerce (Quantitative Portfolio Management)Certificate IV in Finance and Mortgage BrokingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Leanne Brown

STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001251571
Postcode
6230
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning928 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony David Scolaro

MARLSTON FORREST WEALTH PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001267642
Postcode
6230
Bachelor of Business (Public Practice)Master of TaxationDiploma of Financial PlanningPrinciples of Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Caue Penteado De Toledo Rodrigues

STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001269613
Postcode
6230
Bachelor of BusinessMaster of Professional AccountingRG146 Margin Lending FacilitiesRG146 Self-managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jack David Manoni

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001304782
Postcode
6230
Bachelor of CommerceGraduate Diploma of Financial PlanningSMSF Specialist Advisor Accreditation ProgramMaster 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.