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.

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Greg Roberts

MATRIX PLANNING SOLUTIONS LIMITED

RegisteredTax Advice ✓

📍 level 8/309/315 George St, Sydney NSW 2000

Experience

Since 1998 (28 years)

Registration #

000252866

Postcode

6076

📞 1300 663 334 🌐 Website

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

RegisteredTax Advice ✓

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

RegisteredTax Advice ✓

📍 level 8/309/315 George St, Sydney NSW 2000

Experience

Since 2009 (17 years)

Registration #

000333542

Postcode

6076

📞 1300 663 334 🌐 Website

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

RegisteredTax Advice ✓

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.