4 verified financial advisers

Financial Advisers in Dunsborough, WA

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

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Mark John Lockwood

AUSTRALIAN ADVISOR COLLECTIVE PTY LTD

RegisteredTax Advice ✓

📍 3/10 Preston St, Como WA 6152

Experience

Since 1998 (28 years)

Registration #

000245010

Postcode

6281

📞 0419 930 367

Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Scott Barsden★★★★★ 5 (3 reviews)

BPW LICENSEE SERVICES PTY LTD

RegisteredTax Advice ✓

📍 Unit 7/20 Faure Ln, Dunsborough WA 6281

Experience

Since 2005 (21 years)

Registration #

000306835

Postcode

6281

📞 (08) 9468 0342 🌐 Website

Graduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Master of Financial PlanningSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Patrick Menezies★★★★★ 4.9 (38 reviews)

WEALTH COLLECTIVE ADVISER SERVICES PTY LTD

RegisteredTax Advice ✓

📍 6/20 Faure Ln, Dunsborough WA 6281

Experience

Since 2006 (20 years)

Registration #

000314892

Postcode

6281

📞 (08) 9202 6833 🌐 Website

Bachelor of EconomicsDiploma of Financial Services (Financial Planning) FNS50804Margin Lending & Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning) FNS60404

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane Michael Reid★★★★★ 4.9 (195 reviews)

AKUMIN FINANCIAL PLANNING PTY LIMITED

RegisteredTax Advice ✓

📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027

Experience

Since 2009 (17 years)

Registration #

000340230

Postcode

6281

📞 (02) 9328 0876 🌐 Website

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF CourseFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Nearby Financial Advisers

Vasse, WA 2 listings · 3km Busselton, WA 20 listings · 23km Margaret River, WA 2 listings · 38km South Bunbury, WA 7 listings · 57km Bunbury, WA 27 listings · 59km Bridgetown, WA 2 listings · 78km

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.