8 verified financial advisers

Financial Advisers in Mount Pleasant, WA

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

Showing 8 results

James Hodder

HELM CAPITAL PTY LTD
Registered
Experience
Since 1984 (42 years)
Registration #
001001931
Postcode
6153
Bachelor of EngineeringMasters of Business AdminGrad DiplomaEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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John Hevron

ASVW FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000235691
Postcode
6153
Diploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma Financial PlanningASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Chan

TERRY S. LEE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000304377
Postcode
6153
Self Managed Super FundsMargin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningAdvanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Leslie Paul Hayward

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000338139
Postcode
6153
Bachelor of Arts in PoliticsGraduate Diploma in Business Administration (Executive Business Operations)Diploma of Financial Services Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Callum Webster

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000440503
Postcode
6153
Bachelor of Commerce (Banking and Finance)Diploma of Financial Services (Financial Planning)MAA769 Ethics for Financial ServicesMLI714 Financial Advice Regulation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nicholas Kenneth Jolly

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001258068
Postcode
6153
Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Elliott James Hodder

HELM CAPITAL PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001262543
Postcode
6153
Bachelor of CommerceCFP 2Economic and Legal Context for Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig Anthony Dawson

AKUMIN FINANCIAL PLANNING PTY LIMITED
Registered
Experience
Since 2025 (1 years)
Registration #
001313202
Postcode
6153
Bachelor of Business (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.