19 verified financial advisers

Financial Advisers in Joondalup, WA

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

Showing 19 results

Howard Anthony Tew

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 1982 (44 years)
Registration #
000263334
Postcode
6027
DFP002:Risk Management and Insurance PlanningDFP003: Investment Planning: FundamentalsDFP004 Taxation PlanningSuperannuation and Retirement Planning
Life InsuranceLife Investment
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Aaron Troy Mccracken

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 1988 (38 years)
Registration #
000246056
Postcode
6027
Bachelor of Business (Major in Accounting and Finance)Diploma of Financial Planning928 Margin LendingDiploma of Financial Planning (FNS50611)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Francois Du Toit

SENTRY ADVICE PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000384873
Postcode
6027
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Martin Milton

SYMMETRY GROUP PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000249802
Postcode
6027
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mathew Hanlon

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
001002612
Postcode
6027
FNS60404 Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Graham Washfold

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000237234
Postcode
6027
Diploma of Financial PlanningCertified Financial PlannerApplied Self-Managed Super Fund AdviceProvide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bruce Peter Stone

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000260433
Postcode
6027
Self Managed Superannuation Funds CourseAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP) Education ProgramASX Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Carol Lobo

SYMMETRY GROUP PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001004715
Postcode
6027
Diploma in Business StudiesBachelor of Commerce (Financial Planning)Certified Financial Planner (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shaun Clements

DIRIGERE ADVISORY PTY LIMITED
Registered
Experience
Since 2005 (21 years)
Registration #
000290099
Postcode
6027
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sarit Shah

ENLIGHTENFS PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000329645
Postcode
6027
Advanced Diploma of Financial Services (Financial Planning)FPC007B Client Engagement SkillsFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Aaron Mark Washfold

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000316877
Postcode
6027
Bachelor of Commerce Economics and FinanceGraduate Diploma of Financial PlanningProvide Advice in Margin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Philippe Bossert

CAPSTONE FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000320029
Postcode
6027
Legal Framework 1 LAW 1100Bachelor of Business (Double Major in Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Taxation (CPA Program)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Peter John Kennedy

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000463101
Postcode
6027
Bachelor of CommerceGraduate Certificate in Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Wayne Hitchens

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000328452
Postcode
6027
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacques Hugo

WEALTH TODAY PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000440599
Postcode
6027
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jacques Malan

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001237980
Postcode
6027
Bachelor of Commerce (Honours)Diploma of Financial Services (Financial Planning)928S Margin Lending CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy James Vander Kraats

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001242416
Postcode
6027
Bachelor of CommerceChartered Accountant ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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William Lyons

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001242252
Postcode
6027
Diploma of Financial PlanningAdvanced Diploma of Financial Planning (FNS60415)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jesse Dean Slater

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001310803
Postcode
6027
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.