4 verified financial advisers

Financial Advisers in Kalamunda, WA

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

Showing 4 results

Greg Roberts

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 1998 (28 years)
Registration #
000252866
Postcode
6076
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseMargin Lending and Geared Investments CourseCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rebecca Howarth

HILLS FINANCIAL PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000244928
Postcode
6076
Diploma of Financial PlanningMargin Lending & Geared InvestmentsCertificate IV in Finance & Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Roberts

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
000333542
Postcode
6076
Self Managed Superannuation FundsFNS60404Accredited Aged Care ProfessionalMaster of Taxation in Taxation and Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lance Roylan Staer

INTEGRATED FINANCIAL ADVICE PTY LTD
Registered
Experience
Since 2013 (13 years)
Registration #
000300205
Postcode
6076
Bachelor of Business (Accounting and Business Law)Chartered AccountantDiploma of Financial Services (Financial Planning)Master of Applied Taxation (Superannuation)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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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.