20 verified financial advisers

Financial Advisers in Busselton, WA

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

Showing 20 results

Craig Ronald Gibson

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1986 (40 years)
Registration #
000250967
Postcode
6280
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF CourseAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Dominic Widlake

CANACCORD GENUITY FINANCIAL LIMITED
Registered
Experience
Since 1988 (38 years)
Registration #
001004660
Postcode
6280
Accredited Derivatives Adviser Level 1Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Jonathan Fleming

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
001004745
Postcode
6280
Bachelor of Business (Accounting)Certified Financial PlannerSelf Manages Superannuation FundsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig George Atkinson

CANACCORD GENUITY FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000260041
Postcode
6280
ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Paul Austin Creedon

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000237115
Postcode
6280
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Barr Goyder

CANACCORD GENUITY FINANCIAL LIMITED
Registered
Experience
Since 2000 (26 years)
Registration #
000260088
Postcode
6280
Bachelor of BusinessResponsible Executive ExamSuperannuation Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Richard Taunton Saunders

CANACCORD GENUITY FINANCIAL LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000260145
Postcode
6280
Diploma of Financial Markets (partial completion)Margin LendingCore 1: Securities and Managed Investments Accreditation ProgramRelevant Provider Exam
SecuritiesGovernment Debentures
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Douglas Horsford

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000298706
Postcode
6280
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ross Andrew Colton

CANACCORD GENUITY FINANCIAL LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001004765
Postcode
6280
Bachelor of CommerceMargin LendingResponsible Executive ExamAccredited Aged Care Professional
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Cindell Baker

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000311777
Postcode
6280
Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter Drew Willis

CANACCORD GENUITY FINANCIAL LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000304198
Postcode
6280
Margin LendingDiploma of Financial PlanningProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Stuart Hillier

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000335349
Postcode
6280
PS 146 Compliance ProgrammeAdviser compliance SolutionMargin Lending and Geared InvestmentsPrinciples in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Bryant

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000412101
Postcode
6280
BA Accounting and FinanceDiploma of Financial Services (Financial Planning)RG146 Tier 1 Specialist Margin Lending CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brent William O'Byrne

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2016 (10 years)
Registration #
001239531
Postcode
6280
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Joshua David Fleming

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001255127
Postcode
6280
Advanced Diploma of Financial PlanningDiploma of Financial PlanningBachelor of Science (major in Finance)Accredited Listed Product Advice Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Naomi Kathleen Grey

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001257446
Postcode
6280
Bachelor of Business (Accounting & Public Practice)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Robert Ian Lorrimar

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270935
Postcode
6280
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Connor Shears

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2022 (4 years)
Registration #
001295362
Postcode
6280
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anthony John Serafino

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001313173
Postcode
6280
Bachelor of Commerce (Finance and Financial Planning)Accredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Kristan Matthew Harvey

CHARTER FINANCIAL PLANNING LIMITED
Not Registered
Registration #
001319887
Postcode
6231
Graduate 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.