94 verified financial advisers

Financial Advisers in Osborne Park, WA

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

Showing 94 results

Walter Michael Fryer

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 1975 (51 years)
Registration #
000244843
Postcode
6017
Diploma of Financial PlanningSelf Managed Super Fund CourseMargin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Bruce Parkinson

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 1983 (43 years)
Registration #
000303235
Postcode
6017
Bachelor of Business (Accounting)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Craig Ross

CORE FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1985 (41 years)
Registration #
000280116
Postcode
6019
Bachelor of Commerce (Finance & Marketing)Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Ian Giles

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 1988 (38 years)
Registration #
000235733
Postcode
6017
Diploma of Financial PlanningGraduate Certificate in Commerce (Financial Planning)Margin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Steven Harry Pugh

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 1988 (38 years)
Registration #
000245154
Postcode
6017
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseASX Accredited Listed Products Adviser ProgramMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Aldis Purins

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000226088
Postcode
6017
Diploma of Financial PlanningCertified Financial PlannerSpecialist Knowledge Area Securities & DerivativesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Lindsay Murray Byrne

ARMADA WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 1989 (37 years)
Registration #
000278410
Postcode
6017
Diploma Financial MarketsGraduate Diploma Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

John Raymond Whiting

JOHN RAYMOND WHITING
Registered
Experience
Since 1993 (33 years)
Registration #
001004826
Postcode
6017
Bachelor of CommerceFaseaChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Richard John Petrusma

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000278638
Postcode
6017
Diploma of Financial PlanningASX Listed Products Accreditation Course (LPAC)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Svetlana Vrzovski

SENTRY ADVICE PTY LTD
Registered
Experience
Since 1994 (32 years)
Registration #
000241957
Postcode
6017
Bachelor of EconomicsGraduate Diploma in EconomicsDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

David John Lakey

COUNT FINANCIAL LIMITED
Registered
Experience
Since 1995 (31 years)
Registration #
000237240
Postcode
6017
8 Unit Diploma of Financial PlanningSMSF AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jamie Edward Martin Luxton

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 1995 (31 years)
Registration #
000235874
Postcode
6017
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial PlannerSMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Geoffrey David Wotzko

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000226084
Postcode
6017
Associateship in AccountingPost Graduate Diploma Business (Law)Diploma of Financial ServicesSelf Managed Superannuation Fund (SMSF) Adviser Accreditation
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Mark Wayne Mcalister

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1996 (30 years)
Registration #
000325052
Postcode
6017
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Craig Nicholas Todd

PSK ADVISORY SERVICES PTY LTD
Registered
Experience
Since 1997 (29 years)
Registration #
000250017
Postcode
6017
Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Christopher Newbert

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 1997 (29 years)
Registration #
000249479
Postcode
6017
Bachelor of Commerce (Finance & Economics)8 unit Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Paul Andrew Mullins

DYNAMI FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 1998 (28 years)
Registration #
000235867
Postcode
6017
Certificate in Superannuation ManagementCertified Financial Planner (CFP)Diploma of Financial PlanningSmall Superannuation funds accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ashley William Nicol

SENTRY ADVICE PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000242779
Postcode
6017
Bachelor Business with HonoursGraduate Diploma in Financial Planning (Historical SIA / FINSIACertified Financial Planner ProgramSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Benjamin Ray Williams

INFOCUS SECURITIES AUSTRALIA PTY LTD
Registered
Experience
Since 1999 (27 years)
Registration #
000249785
Postcode
6017
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

John Elders

PSK ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000301050
Postcode
6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Joseph Yew Tong Hoe

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000267589
Postcode
6017
Bachelor of CommerceMaster of TaxationDiploma of Financial Services (Financial Planning FNS50804)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michael Adair

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000224476
Postcode
6163
Bachelor of Commerce (Economics and Finance)Certificate III in Financial MarketsGraduate Diploma in Applied Finance and Investments (Investment Management)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michael John Berry

ARMADA WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000442019
Postcode
6017
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michael William Ryding

GODFREY PEMBROKE GROUP PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000249549
Postcode
6017
Practice KNowledge Exam (PKE)RG146 DFP 8Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Robert Barkla

EDGE FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
000255334
Postcode
6017
Bachelor of ScienceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGrad Dip FP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Vernon Joseph Charteris

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2000 (26 years)
Registration #
001003415
Postcode
6017
Diploma of Financial Planning5 unit CFP Certification ProgramGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Andrew Gray Mckinlay

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000315061
Postcode
6017
Bachelor of Commerce8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Brett Hammond

EDGE FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000255346
Postcode
6017
Bachelor of BusinessDiploma in Financial Services (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Carol Mcrae-Pitt

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2001 (25 years)
Registration #
000426862
Postcode
6017
Bachelor of Business (Finance)Diploma of Financial Planning (8 units)Self Managed Superannuation Funds ProgramTax for Financial Advising Course (TFAv1)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Steven George Kerbel

BLYTHE GROUP PTY LTD
Registered
Experience
Since 2001 (25 years)
Registration #
000257862
Postcode
6017
Bachelor of Commerce (Economics and Commercial Law)Fellow Chartered Financial Practitioner (FChFP)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Eng K Ooi

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2002 (24 years)
Registration #
000311601
Postcode
6017
Diploma of Financial AdvisingCertified Financial Planner (CFP)Self Managed Superannuation Fund (SMSF) Adviser Education ProgramMargin Lending & Geared Investments Adviser Accreditation
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Damian Cullura

SMSF ADVISERS NETWORK PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000231744
Postcode
6017
Bachelor of Business Double Major in Accounting and FinanceCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
Is this you? Claim this listing →

Geoffrey Alan Carslake

AAA PRIVATE WEALTH ADVISORS PTY LTD
Registered
Experience
Since 2003 (23 years)
Registration #
000226085
Postcode
6017
Bachelor of CommercePostgraduate Diploma in BusinessCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kristy Margaret Highway

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2003 (23 years)
Registration #
000461308
Postcode
6017
Bachelor of Business (Economics and Finance)Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

David Martin Banfield

TIPS POLARIS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000249826
Postcode
6017
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Neil Douglas Hancy

ARMADA WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000273585
Postcode
6017
Bachelor of Business (Economics)Advanced Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Simon Matthew Johnson

TIPS POLARIS PTY LTD
Registered
Experience
Since 2004 (22 years)
Registration #
000296367
Postcode
6017
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Yogesh Amrital Rupshi Shah

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 2004 (22 years)
Registration #
000454949
Postcode
6017
Bachelor of Science in International Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner (FChFP)MAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Michael Nicholas Moursellas

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
001005218
Postcode
6017
Bachelor of Business Double Major in Finance and EconomicsGraduate Diploma in Financial Planning (Historical SIA / FINSIA).Margin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Timothy Wortlehock

INTUITIVE SERVICES PTY LTD
Registered
Experience
Since 2005 (21 years)
Registration #
000293328
Postcode
6017
Advanced Diploma Financial ServicesDiploma Financial ServicesCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anil Kumar Pawar

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2006 (20 years)
Registration #
001002905
Postcode
6017
Bachelor of Science in International Business AdminstrationMaster of International Business AdministrationDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ashley Robert Britton

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000421033
Postcode
6017
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning FNS60404)Diploma of Financial Services (Financial Planning FNS50804)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Gineline Sinlao Abuda

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000424876
Postcode
6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics and professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Kevin James Bradshaw

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000297811
Postcode
6017
Bachelor of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Paul David Rowlands

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2006 (20 years)
Registration #
000230556
Postcode
6017
CFP Certification ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Gregory Paul O'Connell

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2007 (19 years)
Registration #
000428784
Postcode
6017
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Jonathan Antony Van Omme

SYNCHRON ADVICE PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000310742
Postcode
6017
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mark Edwards

INSIGHT INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000311287
Postcode
6017
Bachelor of Commerce (Property and Finance)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Trent Doust

PSK ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2007 (19 years)
Registration #
000445472
Postcode
6017
Graduate Diploma of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brenton Jones

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000224479
Postcode
6107
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Craig Laurence Kelly

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000321226
Postcode
6017
Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Melissa Mary Morris

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000323629
Postcode
6017
Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC003 Superannuation and Retirement AdviceFPC004 Insurance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nathan Bradley Greene

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000331919
Postcode
6017
Bachelor of Business (Economics and Finance)Tier 1 Adviser Compliance SolutionInvestment Planning 1 and Risk Management ModulesMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nathan Bradley Greene

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000331919
Postcode
6017
Bachelor of Business (Economics and Finance)Tier 1 Adviser Compliance SolutionInvestment Planning 1 and Risk Management ModulesMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Paul Darren Turner

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000329632
Postcode
6017
Graduate Certificate of Business (Marketing)Graduate Diploma of Business (Marketing)Advanced Diploma of Financial Services (Financial Planning FNS60404)Graduate Diploma of Financial Planning Pty Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Troy Bilich

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Registered
Experience
Since 2008 (18 years)
Registration #
000453848
Postcode
6017
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Anthony Louis Muller

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000329719
Postcode
6017
Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Economics and Financial Planning)Graduate Diploma of Applied FinanceCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Paul Robert Blomley

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2009 (17 years)
Registration #
000333166
Postcode
6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Shayne Bernard Pye

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2009 (17 years)
Registration #
000320035
Postcode
6017
Bachelor of CommerceSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Janet Maguire

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2010 (16 years)
Registration #
000345250
Postcode
6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)ASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Jonathan William Taylor

AAA PRIVATE WEALTH ADVISORS PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000362881
Postcode
6017
Bachelor of BusinessGraduate Diploma Chartered AccountingDiploma Financial Services Financial PlanningApplied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kellie Jane Dhu

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000392346
Postcode
6017
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Lucinda Gallop

CONSULTUM FINANCIAL ADVISERS PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000227619
Postcode
6017
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
Is this you? Claim this listing →

Philip Grant Shreeve

AAA PRIVATE WEALTH ADVISORS PTY LTD
Registered
Experience
Since 2010 (16 years)
Registration #
000362880
Postcode
6017
Bachelor of CommerceRG146Graduate Diploma of Chartered AccountingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jason David Colling

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2011 (15 years)
Registration #
000412335
Postcode
6916
Bachelor of Commerce (Banking and Economics)Graduate Diploma in Applied Finance and InvestmentCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Wade John Mcevoy

WEALTH COLLECTIVE ADVISER SERVICES PTY LTD
Registered
Experience
Since 2011 (15 years)
Registration #
000396518
Postcode
6017
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ashley James Cornish

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2012 (14 years)
Registration #
000418025
Postcode
6017
Bachelor of Commerce (Management and Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

James Uezzell

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000422552
Postcode
6017
Advanced Diploma of Financial Services (Superannuation)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Matthew Daniells

HILLROSS FINANCIAL SERVICES LIMITED
Registered
Experience
Since 2012 (14 years)
Registration #
000434862
Postcode
6017
Bachelor of Commerce (Economics and Financial Planning)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Katherine Cairns

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2014 (12 years)
Registration #
000460863
Postcode
6017
Diploma of Financial PlanningSecurities and Managed Investments CourseAdvanced Diploma of Financial PlanningAged Care Advice Steps (Accreditation Workshop)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Gavin James Aitkins

WEALTH COLLECTIVE ADVISER SERVICES PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001007856
Postcode
6017
Certificate IV in Business ManagementDiploma of Business ManagementBachelor of Business (Human Resource Management)RG146 Tier 1 GA Life Insurance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jared William John Baker

PSK ADVISORY SERVICES PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001007187
Postcode
6017
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michael Dean Scaffidi

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001236915
Postcode
6017
Bachelor of CommerceBachelor of EconomicsDiploma of Financial Planning (FNS50611)Advanced Diploma of Financial Planning (FNS60410)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Mitchell James Fritz

GODFREY PEMBROKE GROUP PTY LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001233322
Postcode
6917
Bachelor of Commerce (Finance and Business Law)FNS50610 Diploma of Financial PlanningFNSASICT503A Provide Advice in Managed InvestmentsAdvanced Diploma of Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Yogita Patel

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2015 (11 years)
Registration #
001233697
Postcode
6017
Bachelor of Arts (Financial Services)Diploma of Financial Planning (FNS50611)Advanced Diploma of Financial Planning (FNS60410)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Carlo Anselmo Borrelli

SENTRY ADVICE PTY LTD
Registered
Experience
Since 2016 (10 years)
Registration #
001243480
Postcode
6017
Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningFNS04 Financial Services Training PackageMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anand Gupta

INTERPRAC FINANCIAL PLANNING PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001256616
Postcode
6017
Master of Professional AccountingDiploma of Financial PlanningChartered AccountantFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jason Robert Ward

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001258062
Postcode
6017
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Thomas Alexander Robertson

ALLIANCE WEALTH PTY LTD
Registered
Experience
Since 2017 (9 years)
Registration #
001254351
Postcode
6017
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningAccreditied Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Anish Hemant Ambekar

BLYTHE GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001273356
Postcode
6017
Bachelor of FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Antonino Cusmano

MATRIX PLANNING SOLUTIONS LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270967
Postcode
6017
Diploma of Financial PlanningBachelor of Commerce (Accounting and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Carla Louise Douglas

ARMADA WEALTH MANAGEMENT PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
000334735
Postcode
6017
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jamie John Butler

PROFESSIONAL INVESTMENT SERVICES PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001271416
Postcode
6017
Bachelor of Business in Accounting and FinanceDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)SMSF Regulations and Taxation Course (FPE010)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jessica Anne Wild

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001264074
Postcode
6017
Bachelor of Commerce (Industrial Psychology and Human Resources Management)Advanced Diploma of Financial Planning (FNS60415)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Miranda Weston

SECURITAS FINANCIAL GROUP PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001266858
Postcode
6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Niall John Hughes

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001269803
Postcode
6017
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Ryan Leigh Erasmus

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001271277
Postcode
6017
Diploma of Business ManagementGraduate Certificate of Business (Finance)Graduate Diploma of Business (Finance)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Ryan Matthew Sullivan

CHARTER FINANCIAL PLANNING LIMITED
Registered
Experience
Since 2018 (8 years)
Registration #
001270566
Postcode
6017
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
Is this you? Claim this listing →

Vinod Kumar

WEALTH TODAY PTY LTD
Registered
Experience
Since 2018 (8 years)
Registration #
001265391
Postcode
6017
Bachelor of CommerceMaster of CommerceDiploma of Financial PlanningPrinciples of Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Byron Michael Banfield

TIPS POLARIS PTY LTD
Registered
Experience
Since 2023 (3 years)
Registration #
001300948
Postcode
6017
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Matthew Stuart Sladden

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2024 (2 years)
Registration #
001300946
Postcode
6017
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Christopher William Dodsley

FORTNUM PRIVATE WEALTH LTD
Registered
Experience
Since 2025 (1 years)
Registration #
001314373
Postcode
6017
Diploma of Financial Planning (FNS50615)FPC008Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Troy Aaron Wheeler

WEALTH COLLECTIVE ADVISER SERVICES PTY LTD
Registered
Experience
Since 2026 (0 years)
Registration #
000284008
Postcode
6017
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Quinn Scott Mailman

GPS WEALTH LTD
Not Registered
Registration #
001319773
Postcode
6017
Bachelor of Commerce (Finance & Management)FPC009 Complex Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Super Calculator

Check your super projections before your appointment.

Open Calculator →
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.