Financial Advisers in Perth, WA

Michael Frank Manford

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1979 (47 years)

Registration #

000260115

Postcode

6000

GrandfatheredMargin LendingProfessional Diploma in StockbrokingTASA and the TPB Code of Professional Conduct

SecuritiesGovernment Debentures

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Dennis Edward Barton

JAPHENER PTY LTD

Registered

Experience

Since 1982 (44 years)

Registration #

000275519

Postcode

6000

Bachelor of ScienceFellowshipSenior FellowshipBachelor of Economics

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ian Michael Paterson Parker

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1983 (43 years)

Registration #

001004553

Postcode

6000

Bachelor of ArtsAccredited Derivatives Adviser Level 1Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Francesco Starvaggi

AUSTGROUP FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1984 (42 years)

Registration #

000271493

Postcode

6000

Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)National Insurance Brokers Association (NIBA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Andrew Fisher

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001001482

Postcode

6000

PS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

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Randall Julian Harding

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1986 (40 years)

Registration #

001006036

Postcode

6000

Bachelor of EconomicsSDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Andrew Stewart Macnaughtan

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001004569

Postcode

6000

Bachelor of BusinessGraduate Diploma of Asian Business

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Bradley William Gordon

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

000225643

Postcode

6000

Diploma of Financial PlanningSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ian Richard Fausset Clarke

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001005991

Postcode

6000

Bachelor of CommerceParaplanning CourseRetirement Planning CourseMargin Lending and Geared Investments

SecuritiesGovernment Debentures

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Michael Alexander Grant

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1987 (39 years)

Registration #

001001496

Postcode

6000

SDIA Accreditation Program AssessmentRMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Antonio Monterosso

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001002635

Postcode

6000

Certified Financial PlannerDiploma of Financial Planning (DFP 1-8)FNSASICR503A Provide Advice in Margin LendingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gavin Bradley Lehmann

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001005691

Postcode

6000

Diploma of Financial AdvisingFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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George Phillipos

ROXBURGH SECURITIES PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000254385

Postcode

6000

Bachelor of CommercePS146 KnowledgeASX Listed ProductsChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glen William Colgan

ARGONAUT SECURITIES PTY LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

000260059

Postcode

6000

Bachelor of Business (Financial Management & Economics)Graduate Diploma of Applied Finance and InvestmentPS146 Financial Planning & Wealth CreationASX Responsible Executive

SecuritiesDerivatives

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Peter Saunders

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1988 (38 years)

Registration #

001006204

Postcode

6000

Bachelor of Business (Major in Accounting)Graduate Diploma in Applied Finance and InvestmentSDIA Accreditation Program AssessmentSuperannuation Module

SecuritiesGovernment Debentures

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Terri Anne Phillips

SENTINEL FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

001266841

Postcode

6000

Diploma of Financial AdvisingFinancial PlanningStockbrokers and Investment Advisers Association (SIAA)

Securities

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Brent Joseph Evitt

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

000260078

Postcode

6000

Bachelor of BusinessPS146 Compliance Program (Securities and Managed Investments)Margin LendingSuperannuation

Securities

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Michael Dennis Lee

FLINDERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001003033

Postcode

6000

Certificate in Financial MarketsCertified Financial PlannerSMSF Specialist AdvisorFASEA Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Richard Randall Roberts Maggi

WESTMOUNT SECURITIES PTY LTD

Registered

Experience

Since 1989 (37 years)

Registration #

001001713

Postcode

6000

Certificate in Financial MarketsCertified Financial PlannerDiploma of Financial PlanningCertificate IV (Finance Broking)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Derek Christian Steinepreis

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001002482

Postcode

6000

Batchelor of BusinessGraduate Diploma of Finance & InvestmentsMargin Lending and Geared Investments

SuperannuationSecurities

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Garry Giblett

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

001005464

Postcode

6000

Advanced DiplomaAccredited Derivatives Adviser Level TwoDiploma of Financial Services (Financial Planning)Margin Lending Accreditation Program

SuperannuationDerivatives

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Peter John Speechley

PARAGEM PTY LIMITED

Registered

Experience

Since 1990 (36 years)

Registration #

000246156

Postcode

6000

Graduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsCA SMSF Specialist Accreditation CourseASX Accredited Listed Products Adviser (ALPA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew David Mclean

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1991 (35 years)

Registration #

001005208

Postcode

6000

Bachelor of Arts (Business Studies)Investment Planning 1Retirement Planning and PrinciplesTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Peter Rowland Hawdon

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 1991 (35 years)

Registration #

000237717

Postcode

6000

Foundation DFPAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Domenic Macri

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1992 (34 years)

Registration #

001002483

Postcode

6000

Bachelor of Business Major in Accounting and FinanceGraduate Diploma of Applied Finance and InvestmentEthics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationSecuritiesRSA Products

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Karl Bartlett Laufmann

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001005907

Postcode

6000

Bachelor of EconomicsAccredited Derivatives Adviser Level TwoMargin Lending Accreditation ProgramDiploma of Financial Planning

SuperannuationSecuritiesDerivativesRSA Products

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Shane Paul Lehmann

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1993 (33 years)

Registration #

001004562

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 1 and 2Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Carey Stuart Mcdowell

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000260120

Postcode

6000

ASIC PS146 Compliance (Securities and Managed Investments)Responsible Executive ExamMargin LendingProfessional Diploma in Stockbroking

SecuritiesGovernment Debentures

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David Kenneth Wallace Michael

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001004564

Postcode

6000

Bachelor of BusinessGraduate Diploma of Applied Finance and Investment

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Jonathan Alister Young

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000260177

Postcode

6000

Bachelor of CommerceChartered AccountantGraduate Diploma in Applied Finance and InvestmentMargin Lending

SecuritiesGovernment Debentures

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Robert Chester

WEST END LICENSEE GROUP PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001002239

Postcode

6000

Bachelor of Commerce (Accounting & Law)Advanced Certificate in AccountingAssociate Diploma of Business (Accounting)Self Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rodney Wade Edwards

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001001109

Postcode

6000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerMargin Lending and Geared Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Winter

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000446961

Postcode

6000

Bachelor of Business Major in Finance & EconomicsSupperannuationAccredited Derivatives Adviser Level Two

SuperannuationDerivatives

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Stuart Hunter Beattie

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

001005945

Postcode

6000

Graduate Diploma of Applied Finance and InvestmentSuperannuationAccredited Derivatives Adviser Level 1 ExamMargin Lending Accreditation Program

SecuritiesDerivatives

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Timothy David Beattie

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1994 (32 years)

Registration #

000259630

Postcode

6000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Adrian James Brant

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005685

Postcode

6000

Bachelor of BusinessAccredited Derivatives Adviser Level 1

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew James Farr

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

000260080

Postcode

6000

ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in StockbrokingRelevant Provider Exam

SecuritiesGovernment Debentures

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Bradley John Shallard

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001001896

Postcode

6000

Diploma of Financial PlanningGraduate Diploma in Applied Finance & InvestmentsLevel 2 Accredited Derivatives AdviserMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Charles Bartell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001000746

Postcode

6000

CPAPS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser

SuperannuationSecuritiesDerivativesGovernment Debentures

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Dirk Joel Van Der Struyf

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001005693

Postcode

6000

Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Robert Mervyn Jackson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

000260098

Postcode

6000

Certified Financial PlannerDiploma of Financial PlanningMargin LendingEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Russell Kane

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1995 (31 years)

Registration #

001006619

Postcode

6000

Bachelor of BusinessDiploma of Financial Markets

SecuritiesGovernment DebenturesRSA Products

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Ashok Desai

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000300854

Postcode

6000

MBAGraduate Diploma of Applied Finance and InvestmentAccredited FInancial Planning SpecialistMargin Lending and Geared Investments

SuperannuationSecurities

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Bernard Schortinghuis

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000241992

Postcode

6000

Bachelor of Business (Financial Management and Economics)Certified Financial PlannerDiploma of Financial PlanningRG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Bradley Kenneth Booth

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001004555

Postcode

6000

Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 1 and 2Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Clint Jeremy Beeck

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001004369

Postcode

6000

Bachelor of Commerce (Economics & Finance)Certified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Craig Andrew Billing

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000286069

Postcode

6000

Certified Financial PlannerSelf Managed Superannuation FundsAged Care Gurus Accredited AdviserAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Danny Keith Stent

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001002481

Postcode

6000

Master of Business Administration (Finance and Economics)Stock Market & ProductsAccredited Derivatives Adviser Level 1Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David Martin Watson

BELLWETHER FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000239514

Postcode

6000

Diploma in Financial MarketsDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Farrow

JBWERE LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001005533

Postcode

6000

Bachelor DegreeChartered Accountant (CA)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Jason William Gould Peterson

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001003780

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied FInance and InvestmentAccredited Derivatives Adviser Level 2Margin Lending and Geared Investments

SecuritiesDerivatives

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Kyle Haynes

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001003775

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentAccredited Derivatives AdviserRG 146

SecuritiesDerivatives

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Nicholas Simon Draper

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001005690

Postcode

6000

Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Owen Clare

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001006410

Postcode

6000

Bachelor of Commerce

Securities

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Timothy Carvolth

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000259631

Postcode

6000

Financial ServciesMargin Lending Accreditation Program

SuperannuationSecuritiesDerivativesGovernment Debentures

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Travis Hansen

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001006335

Postcode

6000

Bachelor of CommerceMargin Lending Accrediation ProgramProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesRSA Products

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Andrew Christopher Fry

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000225642

Postcode

6000

Bachelor of CommerceGrad Dip in Applied Finance and InvestmentAccredited Derivatives Adviser Level 2FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Calum Laing

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000427447

Postcode

6000

Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Donald Sutherland

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000260154

Postcode

6000

Bachelor of ArtsADA1Margin LendingProfessional Diploma in Stockbroking

SecuritiesDerivativesGovernment Debentures

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David Kimberley Venn

MACQUARIE BANK LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001236150

Postcode

6000

Bachelor of EconomicsAccredited Derivatives AdviserMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Kimberley Venn

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001236150

Postcode

6000

Bachelor of EconomicsAccredited Derivatives AdviserMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Michael Cross

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005696

Postcode

6000

Bachelor of SciencePS 146Accredited Derivatives Adviser Level 1Stockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David William John Jones

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001005832

Postcode

6000

Bachelor of CommerceASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking

SecuritiesGovernment Debentures

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Ian Andrew Harrison

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001002713

Postcode

6000

Bachelor of EconomicsGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marcus Ramsey Mcguren

LWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000310351

Postcode

6000

Bachelor of Business (Finance)Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Jurleka

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

000259339

Postcode

6000

Bachelor of Business (Finance)Graduate Diploma in Applied Finance and InvestmentStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Michael Saunders

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001004720

Postcode

6000

Bachelor of EconomicsCertified Financial PlannerSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Norman Robinson

SENTINEL FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

001005419

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentAccredited Derivatives Adviser Level 2

SecuritiesDerivatives

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Peter L Mcdonald

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000249477

Postcode

6000

Bachelor of Business (Accounting)Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert John Prince

SENTRY ADVICE PTY LTD

Registered

Experience

Since 1997 (29 years)

Registration #

000454781

Postcode

6000

Bachelor of BusinessBachelor of CommerceInvestment Planning 1Retirement Planning and Principles Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Anthony Growden

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 1997 (29 years)

Registration #

001003031

Postcode

6000

Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentCertified Financial Planner (CFP)Associate of Securities Institute of Australia (FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Foster

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006024

Postcode

6000

Graduate Diploma of Business (Professional Accounting)Professional Year Program (Accounting)Advanced Diploma in Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Brian Bates

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001001740

Postcode

6000

Bachelor of CommerceInvestment Planning 1Retirement Planning & Principles courseFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Brian Collins

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001235812

Postcode

6000

Bachelor of CommerceCertified Practicing AccountantRG146FASEA Exam

Securities

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Christopher Gee

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000247722

Postcode

6000

Bachelor of CommerceGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Christopher Perman

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001003601

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Conlie Sid Salvemini

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001005704

Postcode

6000

466 Bachelor of BusinessMargin LendingSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Philip Walker

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006260

Postcode

6000

Bachelor of LawsMargin LendingProfessional Diploma in StockbrokingRelevant Provider Exam

SecuritiesGovernment Debentures

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Duncan Graham Mackintosh

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000458414

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentChartered Financial AnalystFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Frederick Stout

JBWERE LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001003713

Postcode

6000

Bachelor of CommerceGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Certified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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John Richard Goodlad

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001004570

Postcode

6000

Bachelor of ArtsBachelor of LawsMaster of International LawAustralian Insitute of International Affairs

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Leanne Rowley

PARAGEM PTY LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000223142

Postcode

6000

8 Unit Diploma of Financial PlanningCertificate IV in Financial Services (Finance/Mortgage Broking)5 Unit CFP Certification ProgramMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Palmer

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001006245

Postcode

6000

Bachelor of CommerceSuperannuation ModuleMargin Lending Accreditation Program

SuperannuationSecuritiesDerivatives

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Michael Joseph Marano

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001002492

Postcode

6000

Bachelor of CommerceBatchelor of CommerceAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments

SuperannuationDerivatives

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Michael Rosenbaum

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001000429

Postcode

6000

Bachelor of business banking and financeBachelor of business – banking and financeMBADiploma of Financial Planning

SecuritiesDerivativesGovernment Debentures

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Nathan James Bray

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

001004551

Postcode

6000

Bachelor of EconomicsAccredited Derivatives Adviser Level 1 and 2Graduate Diploma of Finance

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Andrew David Wieman

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000287129

Postcode

6000

Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Owen Prentice

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000259119

Postcode

6000

Bachelor of Commerce (Accounting & Finance)Graduate Diploma of MarketingDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christian Byron Allen Golding

SENTRY ADVICE PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000248906

Postcode

6000

Bachelor of EconomicsDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Driscoll

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000260072

Postcode

6000

Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMargin LendingCommercial Law

SuperannuationSecuritiesGovernment Debentures

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Leslie Christopher Conceicao

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000296710

Postcode

6000

Bachelor of Arts (Economics & Industrial Relations)Master of Industrial RelationsMaster of Business AdministrationGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Lambrecht

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

000298511

Postcode

6000

Bachelor of Business Major in FinanceGraduate Diploma in Applied Finance and InvestmentsASX Accredited Derivatives Adviser Leven TwoMargin Lending and Geared Investments

Derivatives

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Peter Mervyn Screaigh

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001005818

Postcode

6000

Diploma of Financial AdvisingADA1Margin LendingSuperannuation

SuperannuationSecuritiesDerivativesGovernment Debentures

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Scott Hubert Gladman

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 1999 (27 years)

Registration #

001273071

Postcode

6000

Bachelor DegreeBachelor of Business (Agribusiness)Registered Wheat Futures Brokers CourseDiploma of Financial Markets

DerivativesForeign Exchange

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Stephen Mark Padbury

AUSTRALIAN FSL PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

001005231

Postcode

6000

Graduate Diploma in Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew John Gribble

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004565

Postcode

6000

Bachelor of BusinessChartered AccountantGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Anthony Piers Goyder

MACQUARIE BANK LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001002701

Postcode

6000

Bachelor of Commerce Management and MarketingGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPC002B Ethics and Professionalism in Financial Advice.

SuperannuationSecuritiesGovernment Debentures

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Anthony Piers Goyder

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001002701

Postcode

6000

Bachelor of Commerce Management and MarketingGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPC002B Ethics and Professionalism in Financial Advice.

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Christopher Michael Munro

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005699

Postcode

6000

Bachelor of Commerce-Accredited Derivatives Adviser Level 1 and 2

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Claudio Lopresti

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005729

Postcode

6000

Certificate of Superannuation ManagementDiploma of Financial PlanningMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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David Aaron Pitt

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000427448

Postcode

6000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsASX Accredited Listed Products AdviserSMSF Specialist Advisor Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Andrew Smyth

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001004552

Postcode

6000

Bachelor of BusinessAccredited Derivatives Adviser Level 2Graduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David Curnow

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001006732

Postcode

6000

Bachelor of CommerceGraduate Diploma in Applied Finance & InvestmentChartered Accountants Australia and New Zealand (CA ANZ)

SecuritiesGovernment Debentures

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David Rose

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001003037

Postcode

6000

8 unit Diploma of Financial Planning5 unit CFP Certification ProgramASX Accredited Listed Products (ALPA) ProgramGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dwight Clark

ORD MINNETT LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005459

Postcode

6000

Bachelor of Business (Finance)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Justin Stuart Gilmour

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000250768

Postcode

6000

Bachelor of Business (Marketing)Diploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)SSA – SMSF Specialist Accreditation (SPAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Alexander Chambers

PARTNERSHIP HOLDINGS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005082

Postcode

6000

Associate Diploma of Business (Accounting)Bachelor of Business in ManagementGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Andrew Munro

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005697

Postcode

6000

Bachelor of CommerceChartered AccountantGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Michael Bowden

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001001663

Postcode

6000

RG146 Investment PlanningGraduate Diploma of Financial PlanningRelevant Provider Exam

SuperannuationSecuritiesGovernment Debentures

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Michael Bowden

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001001663

Postcode

6000

RG146 Investment PlanningGraduate Diploma of Financial PlanningRelevant Provider Exam

SuperannuationSecuritiesGovernment Debentures

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Nada Maticevic

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000242659

Postcode

6000

8 unit Diploma of Financial PlanningCertified Financial PlannerBachelor of Business (Economics and Finance)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rory Jo Thomson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

000260161

Postcode

6000

ADA2Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

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Sandra Mirco

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2000 (26 years)

Registration #

001005694

Postcode

6000

Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Robert Willoughby

ARGONAUT SECURITIES PTY LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000260174

Postcode

6000

Securities, Futures & Managed Investments AccreditationLevel 1 Accredited DerivativesMargin Lending AccreditationGraduate Diploma in Stockbroking and Financial Advising

SecuritiesDerivatives

Is this you? Claim this listing →

Clinton Mcnally

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001004782

Postcode

6000

Bachelor of CommerceGraduate Diploma in Financial Planning (Historical SIA/FINSIA)Certified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Craig Ellis

ORD MINNETT LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006073

Postcode

6000

Superannuation ModuleManaged InvestmentsMargin Lending Accreditation ProgramStatement of Attainment: Generic Knowledge, Securities & Skills

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Faye Carol Longmuir

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001005186

Postcode

6000

Bachelor of Business (Finance)Diploma of Financial PlanningTax for Financial AdvisingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Mackie

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001001678

Postcode

6000

Graduate Diploma in Applied Finance & InvestmentDiploma of Financial MarketsASX Accredited Derivatives AdviserFPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment DebenturesRSA Products

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Laine Simon Brandis

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000276446

Postcode

6000

Bachelor of Commerce (Economics & Finance)

SuperannuationSecuritiesGovernment Debentures

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Mark Andrew Macleod

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000260113

Postcode

6000

Graduate Diploma in Applied Finance and InvestmentASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking

SecuritiesGovernment Debentures

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Michael John Foster

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000259336

Postcode

6000

Bachelor of Commerce (Marketing)Graduate Diploma in Applied Finance and InvestmentStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Minh Tong Huynh

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000410549

Postcode

6000

Bachelor of CommerceCertified Practicing Accountants Australia ProgramCertified Financial PlannerSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Pilkington

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001003654

Postcode

6000

Bachelor of Business (Finance/Management)Accredited Derivatives Adviser Level OneMargin Lending and Geared Investments

SuperannuationSecuritiesRSA Products

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Michelle Irene Taylor

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005019

Postcode

6000

Diploma of Financial Services (Financial Planning)Adavanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds CourseGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Muriel Oliver

ALARIE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000246094

Postcode

6000

CPA Public Practice ProgramMaster of Business AdministrationDiploma of Financial ServicesMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ryan Shepherd

JBWERE LTD

Registered

Experience

Since 2001 (25 years)

Registration #

001005510

Postcode

6000

Bachelor of Business (Economics and Finance)Diploma of Business ProgrammingCertificate III in Property Services8 unit Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Simon Clark Montgomery

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000458415

Postcode

6000

Graduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsSelf Managed Superannuation FundDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sonya Renee Soudure

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001005703

Postcode

6000

Bachelor of PsychologyMaster of ManagementGraduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Timothy Maschler

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

001006225

Postcode

6000

Associate Diploma of Business (International Trade)Diploma of Financial Markets (Equity Markets Stream)Bachelor of Business & Commerce (Economics)SDIA Accreditation Program Assessment

Securities

Is this you? Claim this listing →

Brent Becroft

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005335

Postcode

6000

Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesRSA Products

Is this you? Claim this listing →

Christian Carter

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005961

Postcode

6000

Diploma of Financial MarketsSDIA Accreditation Program AssessmentSuperannuationMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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James Henry Moullin

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005707

Postcode

6000

Associate Diploma of Business ManagementBachelor of CommerceGraduate Diploma of Applied Finance and Investment-Accredited Derivatives Adviser Level 1 and 2

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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John Motteram

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000263986

Postcode

6000

Bachelor of BusinessGraduate Diploma in Financial Planning (Historical SIA / FINSIASelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Motteram

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000263986

Postcode

6000

Bachelor of BusinessGraduate Diploma in Financial Planning (Historical SIA / FINSIASelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

John Motteram

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000263986

Postcode

6000

Bachelor of BusinessGraduate Diploma in Financial Planning (Historical SIA / FINSIASelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Norman John Lloyd Burnett

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000259361

Postcode

6000

Bachelor of Commerce (Management & Marketing)Graduate Diploma of Applied Finance & InvestmentStockbrokers and Investment Advisers Association (SIAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Roberto Gerald Catena

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000312533

Postcode

6000

Bachelor of Economics (Honours)RG146 Tier 1FASEA ExamGraduate Diploma of Financial Planning

Securities

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Samuel Faulkner Clark

MACQUARIE BANK LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000250322

Postcode

6000

Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Faulkner Clark

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

000250322

Postcode

6000

Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Simon Yeo

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001001741

Postcode

6000

Bachelor of CommerceDiploma of Financial AdvisingPS146 Generic & Securities

SecuritiesGovernment DebenturesRSA Products

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Stephen John Brereton

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2002 (24 years)

Registration #

000264402

Postcode

6000

Certificate of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerCertificate of Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sven Christopher Burrell

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2002 (24 years)

Registration #

001005683

Postcode

6000

Diploma of Financial AdvisingAccredited Derivatives Adviser Level 1FPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alexander Anthony Davis

NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000232277

Postcode

6000

Bachelor of BusinessCertified Practicing AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Belinda Von Knoll

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001003041

Postcode

6000

Graduate Diploma of Financial PlanningSMSF Specialist AdviserDPML Margin LendingASX Accredited Listed Products Adviser (ALPA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Allan Twite

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000237784

Postcode

6000

Bachelor of BusinessBachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Paul

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000236925

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial Planning (Historical SIA/FINSIA)Self Managed Superannuation Fund Adviser Education ProgramCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Darren Steven Marshall

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001003034

Postcode

6000

Bachelor of Commerce Finance and ManagementGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Duncan Collie

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001239328

Postcode

6000

Foundation DFPAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan Eric Frederick Matsen

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001005195

Postcode

6000

PS146 Superannuation ModuleSDIA AccreditationASX Accredited Derivatives Adviser ProgramAccredited Derivatives Adviser: Level 1

SecuritiesDerivativesGovernment Debentures

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Karl Hombergen

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000231356

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Murray William Broun

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000224470

Postcode

6000

Bachelor of CommerceRG 146Accredited Derivateives Adviser- Level 2Foreign Exchange

SecuritiesDerivatives

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Steven Victor Loxley

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001005706

Postcode

6000

PS 146

SecuritiesGovernment DebenturesRSA Products

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Andrew Keith Pidgeon

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003036

Postcode

6000

Bachelor of EconomicsGraduate Diploma in Financial PlanningCertified Financial Planner (CFP)SMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Andrew Yoong

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000247723

Postcode

6000

Bachelor of Commerce (Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ben Statham

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001705

Postcode

6000

Bachelor of Economics. International Business Economics MajorRG146FPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment DebenturesRSA Products

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Benjamin James Fleay

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001005686

Postcode

6000

Accredited Derivatives Adviser Level 2Graduate Diploma of Applied Finance and InvestmentMaster of Business AdministrationFPC002B Ethics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment DebenturesRSA Products

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Bradley James Knight

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000465642

Postcode

6000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Certificate in Applied FinanceGSZ458.1 Ethics and Professional Relationships

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Murray

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001836

Postcode

6000

Bachelor of Commerce Accounting and FinanceGraduate Diploma in Applied Finance & InvestmentFPC002B Ethics and Professionalism in Financial AdviceFinancial Adviser Exam

SecuritiesGovernment Debentures

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Cameron Murray

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001836

Postcode

6000

Bachelor of Commerce Accounting and FinanceGraduate Diploma in Applied Finance & InvestmentFPC002B Ethics and Professionalism in Financial AdviceFinancial Adviser Exam

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Christian Zerovich

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001837

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningAdvanced Diploma of Financial Planning

SecuritiesGovernment Debentures

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Christopher John Webster

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001255844

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied FinanceProfessional Diploma in StockbrokingFPC001B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Claire Elizabeth Turton

FLINDERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000282458

Postcode

6000

RBS Morgans Limited via Kaplan ProfessionalDiploma of Financial ServicesGraduate Diploma of Financial PlanningFASEA Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Craig William Beck

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000281051

Postcode

6000

Diploma of Financial AdvisingSelf Managed Superannuation FundsASX Listed Products Accreditation Course (LPAC)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren Ernest Potter

WEALTH PLUS SOLUTIONS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001004242

Postcode

6000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial AdviceSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

David Anthony Parry

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001004719

Postcode

6000

Bachelor of BusinessAdvanced Diploma of Financial Services ( Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David George Francis

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2004 (22 years)

Registration #

000255826

Postcode

6000

Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

Superannuation

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Giles Mccaw

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001838

Postcode

6000

ASIC PS146 Generic & Specialist covering Securities, Futures and Managed InvestmentsFPC003 Superannuation and Retirement AdviceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Justin Hunter Mcmillan

FORTNUM PRIVATE WEALTH LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000238972

Postcode

6000

Bachelor of EconomicsDiploma of Financial PlanningALPAAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael John Harwood

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005149

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Murray Ken Payne

FINANCIAL PATHFINDERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000274971

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner Program (1-4)Margin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Paul Francis Hodder

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001001555

Postcode

6000

Bachelor of CommerceSDIA Accreditation Program AssessmentLevel 1 Accredited Derivatives AdviserASX Accredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Philip Glen Davison

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001003027

Postcode

6000

Bachelor of Commerce (B.Com)Graduate Diploma of Financial PlanningMaster of AccountingCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Phillip James George

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000458416

Postcode

6000

Bachelor of ScienceGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rowan Jones

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000274791

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy Francis Bennett

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002502

Postcode

6000

Batchelor of BusinessSecurities & Managed Investment AccreditationCertified Practising AccountantMargin Lending Accreditation Program

SuperannuationSecurities

Is this you? Claim this listing →

Toby Peter Jefferis

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001002503

Postcode

6000

Margin Lending and Geared InvestmentsAccredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning

SuperannuationDerivatives

Is this you? Claim this listing →

Trent Walter Savage

AUSTRALIAN FSL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001005274

Postcode

6000

Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Wayne Allard

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

000279149

Postcode

6000

Bachelor of Commerce Economics and Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Andrew Martin Mckay

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001004367

Postcode

6000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Robert Hamburg

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000284380

Postcode

6000

Bachelor of Business AdministrationDiploma of Financial MarketsDiploma of Financial Services (Financial Planning)

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brett Stapleton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001001840

Postcode

6000

ASX Accredited Derivatives AdviserBachelor of BusinessDiploma of Financial PlanningFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Brett Stapleton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001001840

Postcode

6000

ASX Accredited Derivatives AdviserBachelor of BusinessDiploma of Financial PlanningFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Pettit

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000300640

Postcode

6000

Bachelor DegreeDiploma of Financial Services ( Financial Planning )Advanced Diploma of Financial Services ( Financial Planning )

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Dean Salvatore Sampson

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000295700

Postcode

6000

Advanced Diploma Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Glenn Pirrit

JBWERE LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005467

Postcode

6000

Bachelor of Business (Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Graydon Alexander Hanly

MACQUARIE BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001002711

Postcode

6000

Bachelor of Commerce (Money and Banking Finance)Securities & Derivatives Industry Association (SDIA) Accreditation ProgramAccredited Derivatives Adviser Level 2924 Superannuation & Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Graydon Alexander Hanly

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001002711

Postcode

6000

Bachelor of Commerce (Money and Banking Finance)Securities & Derivatives Industry Association (SDIA) Accreditation ProgramAccredited Derivatives Adviser Level 2924 Superannuation & Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Kylie Watterson-Stocker

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001004042

Postcode

6000

Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark John Lindsay

JBWERE LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001005885

Postcode

6000

Accredited Derivatives Adviser Level 2Advanced Diploma of Financial PlanningGraduate Diploma of Applied FinanceEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Matthew Joel Norton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

000296167

Postcode

6000

Bachelor of BusinessMargin LendingProfessional Diploma in StockbrokingDiploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Maxwell Reinhardt

FINCHLEY & KENT PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000301999

Postcode

6000

Bachelor of Economics (Honours)Diploma of Financial ServicesCertificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Richard Hinch

LOYALTY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000344036

Postcode

6000

Bachelor of Arts (Honours)Self-Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Provide Advice in Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sean Daniel Keady

MACQUARIE BANK LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005176

Postcode

6000

Diploma of Leadership and ManagementDiploma of Financial Services (Financial Planning)Small Superannuation Funds AccreditationEstate Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Sean Daniel Keady

MACQUARIE EQUITIES LIMITED

Registered

Experience

Since 2005 (21 years)

Registration #

001005176

Postcode

6000

Diploma of Leadership and ManagementDiploma of Financial Services (Financial Planning)Small Superannuation Funds AccreditationEstate Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Scott Berger

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001004767

Postcode

6000

Graduate Diploma of Applied Finance924 SuperannuationProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Christopher John Jas

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001001105

Postcode

6000

Bachelor of Commerce (Accounting and Finance)Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Donelle Anne Parkin

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001251886

Postcode

6000

Diploma Financial Services (Financial Planning) FNS50804FNS60415 Advanced Diploma Financial PlanningGraduate Certificate in Financial PlaninngGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Gareth Anthony Healy

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003109

Postcode

6000

Bachelor of Business double major in Finance and Electronic CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning) FNS60404Ethics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Tran

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000241827

Postcode

6000

Bachelor of CommerceGraduate Diploma in Financial PlanningSMSF Specialist AccreditationFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jenny Rachmat

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000299064

Postcode

6000

Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Kenneth Gregory Tomczak

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001004768

Postcode

6000

Margin LendingSuperannuationEthics and Professionalism in Financial AdviceClient Engagement Skills

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Michael Stanley Carter

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001003772

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsFASEA Exam

Securities

Is this you? Claim this listing →

Paul Gregory Blake

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000327528

Postcode

6000

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsIncome Tax Law7269AFE/7815AFE Ethics and Professionalism

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Pitchaporn Curry

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2006 (20 years)

Registration #

001004676

Postcode

6000

Bachelor of business and electronic commerceMaster of commerce (international business)Advanced diploma of financial services (financial planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Renato Andre Pedretti

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001006183

Postcode

6000

Bachelor of Business (Major in Finance and International Business)Diploma of Financial Services (Financial Planning) (FNS50804)CFP Certification ProgramAccredited Derivatives Adviser (Level 2 Exam)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Ryan Newman Marriott

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

001001614

Postcode

6000

Graduate Diploma in Applied Finance & InvestmentLevel 1 Accredited Derivatives AdviserLevel 2 Accredited Derivatives AdviserFinancial Services Tier 1 Compliance Program

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Serena West

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000308940

Postcode

6000

Bachelor of EconomicsAdvanced Diploma of Financial ServicesLife Risk SpecialistEthics and Professionalism in Financial Advice

SuperannuationLife Insurance

Is this you? Claim this listing →

Simone Elizabeth Kerr

FLINDERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000305135

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningFASEA ExamFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Stephen Catania

MATRIX PLANNING SOLUTIONS LIMITED

Registered

Experience

Since 2006 (20 years)

Registration #

000304481

Postcode

6000

Bachelor of Commerce (Economics and Financial Planning)Bachelor of Commerce (Economics and Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Valentina Georgiadis

SENTINEL FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

001250003

Postcode

6000

Bachelor CommerceDiploma of Financial Planning

SecuritiesDerivatives

Is this you? Claim this listing →

Andrew Terence Hough

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001562

Postcode

6000

Bachelor of Business (Economics & Management)SDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1Margin Lending and Geared Investments

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Bianca Jane Hogan

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001257130

Postcode

6000

Bachelor of Commerce (Marketing)Diploma of Financial PlanningCertified Financial PlannerMargin Lending Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Craig Douglas Whitehead

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000303170

Postcode

6000

Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMargin LendingProfessional Diploma in Stockbroking

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Farrall

SENTINEL FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001006737

Postcode

6000

Stockbrokers AccreditationAccredited Derivatives Adviser Level 2

SecuritiesDerivatives

Is this you? Claim this listing →

Grant Philip Treen

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000414779

Postcode

6004

Bachelor of Business (Information Systems)Graduate Certificate in Applied Finance and InvestmentDiploma of Financial ServicesAdvanced Diploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Carl Ramsay

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001772

Postcode

6000

RMIT/SDIA Superannuation ModuleSDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Matthew Gavin Battye

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

000321927

Postcode

6000

Bachelor of Commerce and EconomicsMargin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Naomi Francesca Mee-Martino

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000338544

Postcode

6000

Bachelor of Arts (Economics)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Nera Jareb

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001003111

Postcode

6000

Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning) FNS60404Certified Financial Planner (CFP)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rachael Green

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001006035

Postcode

6000

Bachelor of BusinessCertified Financial Planner CertificationSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Robert Geoffrey Perks-Hewitt

FIFTH AVENUE FINANCE GROUP (WA) PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001274551

Postcode

6000

Diploma Financial Planning LIFE INSURANCEDiploma Financial PlanningDiploma Financial Planning GENERAL INSURANCEDiploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Ryan Stewart

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2007 (19 years)

Registration #

001001841

Postcode

6000

ASX Accredited Derivative AdviserFPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Angela Nicole Dignam

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000315019

Postcode

6000

Kaplan Education Pty LtdAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAssociation of Financial Advisers (AFA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Angela Nicole Dignam

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000315019

Postcode

6000

Kaplan Education Pty LtdAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAssociation of Financial Advisers (AFA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Angela Nicole Dignam

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000315019

Postcode

6000

Kaplan Education Pty LtdAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAssociation of Financial Advisers (AFA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Anna Brady

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001006503

Postcode

6000

Margin Lending And Geared InvestmentsSMSF AccreditationEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Bradley Paul Wira

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001003042

Postcode

6000

Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Cameron John Aldus

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000329725

Postcode

6000

Diploma of Business (Banking and Finance)SMSF Specialist AdviserBachelor of Commerce (Financial Planning)FPC002B-Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charles Hamish Gow

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000312703

Postcode

6000

Bachelor of Business (Accounting)Chartered AccountantGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charles Hamish Gow

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000312703

Postcode

6000

Bachelor of Business (Accounting)Chartered AccountantGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Charles Hamish Gow

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000312703

Postcode

6000

Bachelor of Business (Accounting)Chartered AccountantGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Damien Warner

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005783

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation ProgramFinancial Services Institute of Australasia (FINSIA)

Securities

Is this you? Claim this listing →

David Wallace

JBWERE LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005363

Postcode

6000

Bachelor DegreeGraduate Diploma

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Edward Peter Trembath

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001001950

Postcode

6000

Diploma of Financial MarketsSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsFinancial Adviser Exam

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Glen Philip Sumner

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001004842

Postcode

6000

Diploma of Financial PlanningMargin Lending and Geared InvestmentsBachelor of Business (Financial Planning)Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Grant Matthew Teakle

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000325467

Postcode

6000

Bachelor of CommerceDiploma of Financial Services ( Financial Planning )SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julia Schortinghuis

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000325927

Postcode

6000

Bachelor of CommerceDiploma Financial Services (Financial Planning) (GK & FP)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Marissa Yasmin Bernadette Bechta

COOPER PARTNERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001000438

Postcode

6000

Bachelor of CommerceGraduate Diploma of Chartered AccountingSMSF Specialist Advisor CourseEthics and Professionalism in Financial Advice

Superannuation

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Melissa Maria Davidowitz

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001001895

Postcode

6000

SDIA Accreditation Program AssessmentMargin Lending and Geared Investments

SuperannuationSecuritiesGovernment Debentures

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Michelle Cherie Saunders

COOPER PARTNERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001000435

Postcode

6000

Bachelor of CommerceGraduate Diploma of Chartered AccountingSMSF Specialist Advisor CourseEthics and Professionalism in Financial Advice

Superannuation

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Paul Christopher Ferrante

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2008 (18 years)

Registration #

001235559

Postcode

6000

Bachelor of commerce, marketing and public relationsDiploma of financial services (financial planning)Self Managed Superannuation FundsCFP Ceritfied Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rebecca Kirkham

INDUSTRY FUND SERVICES LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005980

Postcode

6000

Certificate of Financial Advisers (CeFA)Advanced Diploma of Financial Advisers (Adv DipFA)Diploma of Financial PlanningTier 1 Margin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Scott Charles Fraser

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001254347

Postcode

6000

Bachelor of ScienceGraduate Diploma of Applied FinanceMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking

SuperannuationSecuritiesDerivativesGovernment Debentures

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Shaun Siew Ian Au

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005965

Postcode

6000

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsMaster of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sonny Rahim

PRIVATE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001002361

Postcode

6000

Bachelor Commerce Accounting & FinanceGraduate Diploma Chartered AccountantDiploma of Financial ServicesMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Perry

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001005682

Postcode

6005

BACHELOR OF MANAGEMENTGRADUATE DIPLOMA OF FINANCIAL PLANNINGMARGIN LENDING ACCREDITATION PROGRAMEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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Thanh Diem Ly

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001232960

Postcode

6000

Diploma of ManagementBachelor of Commerce (Financial Planning)Margin Lending & Geared InvestmentsFPC002B

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Kendall

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001004762

Postcode

6000

Bachelor of CommerceMargin LendingDiploma of Financial PlanningRelevant Provider Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Paul Neesham

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001003778

Postcode

6000

Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsFASEA Exam

Securities

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Timothy Reginald Gerald Avery

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001004879

Postcode

6000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Travis Edwards

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001002597

Postcode

6000

Bachelor of ScienceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)RG146 ICFS specialist Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Chris Reedman

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003750

Postcode

6000

AFMAAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Craig Edward Butler

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001003107

Postcode

6000

Bachelor of ArtsDiploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dau Anh Pham

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000326026

Postcode

6000

Bachelor of ScienceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nairoli Anne Roberts

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001233791

Postcode

6000

Bachelor of Business (Marketing)8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Stephen William Donald

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001004919

Postcode

6000

Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin LendingFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Douglas Cottee

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

001005684

Postcode

6000

Bachelor of CommerceAccredited Derivatives Adviser Level 1Graduate Certificate of Applied Finance and Investment

SecuritiesDerivativesGovernment DebenturesRSA Products

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Abdul Qader Mohamed Juma Al-Jabri

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000383914

Postcode

6000

Diploma of Financial Services (Financial Planning) FNS50804Bachelor of Commerce (Finance)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alisha Bonomi

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000383699

Postcode

6000

Bachelor of Commerce (Accounting and Financial Planning)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceSuperConcepts Specialist SMSF Online Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Vernon Bosman

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001000756

Postcode

6000

Diploma of Financial Services (Financial Planning)ASX Accredited Derivatives Adviser Level 1Margin Lending and Geared InvestmentsASX Accredited Derivatives Adviser Level 2

SuperannuationSecuritiesDerivativesGovernment Debentures

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Avinash Subhas

MACQUARIE BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001008111

Postcode

6000

Bachelor of Commerce in Banking and FinanceMaster of Business Administration (Executive)Margin Lending and Geared InvestmentsTier 1 Adviser Compliance Solution

SuperannuationSecuritiesGovernment Debentures

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Brenton Scott Reynolds

WESTAR CAPITAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001005688

Postcode

6000

Bachelor of EconomicsAccredited Derivatives Adviser Level 1Diploma of Financial Services

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Chester Denholm Selby Tulloch

MACQUARIE BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001008382

Postcode

6000

Bachelor of CommerceCore 1 Securities & Managed Investments Accreditation ProgramGraduate Certificate in Applied FinanceMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel John Gallacher

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001002330

Postcode

6000

Certificate of Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Gerard Dominic Pereira

ALETHIA PARTNERS PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000344255

Postcode

6000

Bachelor of Commerce (Business Law)Graduate Diploma of Financial PlanningGraduate Certificate in Australian Migration Law and PracticeMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Garth Karl Hopkinson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001006403

Postcode

6000

Bachelor of Business (Major in Finance)Margin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Gavin Davis

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001008471

Postcode

6000

Bachelor of Business (Accounting & Finance)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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George Colin Smith

ORD MINNETT LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000382652

Postcode

6000

Bachelor of Arts (Honours)Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramSpecialist Knowledge : Superannuation

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Giuliano Robert Sala Tenna

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001001917

Postcode

6000

Bachelor of Commerce (Economics & Finance)Graduate Diploma in Financial PlanningAccredited Derivatives Adviser Level 1Margin Lending and Geared Investments

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Ian Michael Mcrae

TOGETHR FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000277138

Postcode

6000

Bachelor of CommerceGraduate Diploma in Banking and FinanceDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jemma Claire Sanderson

COOPER PARTNERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001000382

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

Superannuation

Is this you? Claim this listing →

John Paul Rowbottam

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001003038

Postcode

6000

Bachelor of CommerceFNS60404 Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramLRS

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jonathan David Cross

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001003755

Postcode

6000

Bachelor DegreeAFMAAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Ka Ming Kwok

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000361149

Postcode

6000

Bachelor of Commerce (Economics & Finance)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsMaster of Business Administration

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kent Michael Dixon

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000344038

Postcode

6000

Bachelor of CommerceCertified Financial PlannerTASA and the TPB Code of Professional ConductEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mark Lester Cabusi

JBWERE LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001241947

Postcode

6000

Bachelor of Business (Finance and Accounting)Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Michael Bartley

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001001662

Postcode

6000

Diploma of Financial Services (Financial Planning)TAXA3004 Special Topics in Australian Tax LawBachelor of Commerce (Accounting and Sports Management)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Paul Partridge

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000344175

Postcode

6000

Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Accounting and Financial Planning)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Paul Cooper

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

001001661

Postcode

6000

RG146 Tier 1 Generic & SecuritiesNational DTR Accreditation Program (Cash Equities)FPC002B Ethics and Professionalism in Financial Advice

SecuritiesDerivativesGovernment DebenturesRSA Products

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Siufan Lee

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000345732

Postcode

6000

Bachelor of Commerce (Economics)Master of FinanceDiploma of Financial Services (Financial Planning)Master of Accounting

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Adam Mcredmond

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000386598

Postcode

6000

Bachelor of Commerce (Commercial Law, Finance and Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Alan Chung

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001003422

Postcode

6000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

Is this you? Claim this listing →

Andrea Louise Morgan

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000404960

Postcode

6000

Tier 1 Adviser Compliance Solution

SuperannuationSecuritiesGovernment Debentures

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Andrew Peter George

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2011 (15 years)

Registration #

001003440

Postcode

6000

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

Superannuation

Is this you? Claim this listing →

Andrew Scott Green

ORD MINNETT LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000409539

Postcode

6000

Bachelor of Civil EngineeringGraduate Certificate in Oil & Gas EngineeringMargin Lending AccreditationDiploma of Financial Planning

SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures

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Carol Ann O'Brien

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002897

Postcode

6000

BSc FinanceDiploma of Financial Services(Financial Markets)Graduate Diploma of Financial PlanningAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Charles Douglas Aplin

FLINDERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000398502

Postcode

6000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

James Dempsey

JBWERE LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001005473

Postcode

6000

Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

James John Gatti

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001004549

Postcode

6000

Bachelor of CommerceAccredited Derivatives Adviser Level 1 and 2Commercial LawMargin Lending Specialist

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

Is this you? Claim this listing →

Leanne Martinez

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001003829

Postcode

6000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew William Luckley

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001002874

Postcode

6000

AFMAAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Michael Steven Vrankovich

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

000410181

Postcode

6000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Richard Gardner

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2011 (15 years)

Registration #

001001842

Postcode

6000

Bachelor of CommerceRG146 Securities & Managed InvestmentsFPC002B Ethics and Professionalism in Financial Advice

SecuritiesGovernment DebenturesRSA Products

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Robert James Zammit

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001001103

Postcode

6000

Bachelor of Commerce (Economics and Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen John Manassah

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001004691

Postcode

6000

Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningMaster of Applied FinanceGraduate Diploma in Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Timothy Patrick Sullivan

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

000410914

Postcode

6000

Bachelor DegreeApplied FinanceDiplomaCFP- Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Mark Moiler

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000426353

Postcode

6000

Bachelor of Engineering (Mechanical Engineering)Graduate Certificate of Chartered Accounting FoundationsMargin Lending and Geared InvestmentsCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexandra Rose Clarke

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001005990

Postcode

6000

Bachelor of CommerceCore 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Bruce Andrew Stuart Cooper

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000422558

Postcode

6000

Bachelor of Accounting ScienceDiploma in Financial PlanningAdvanced Diploma in Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Clint Groenmeyer

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001234886

Postcode

6000

MLC 101 Business LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

David Lee White

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003108

Postcode

6000

Diploma of Financial Services (Financial Planning)928S Margin LendingSelf-Managed Superannuation FundsAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Hugh Hagen

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001006019

Postcode

6000

SDIA Accreditation Program AssessmentMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level 2 Exam

SecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Jamie Ronald Gibson

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

000418028

Postcode

6000

Bachelor of CommerceCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Joleene Maurreen Stockwell

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2012 (14 years)

Registration #

001000698

Postcode

6000

Bachelor of Arts (Major Languages & Applied Linguistics)Master of Education (TESOL)Advanced Diploma of Financial PlanningGraduate diploma in financial planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Kelvin Shortte

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001006366

Postcode

6000

FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kim To Nga Nguyen

FINANCIAL INDEX AUSTRALIA PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000418026

Postcode

6000

Bachelor of Commerce (Banking & Finance)Diploma of Financial PlanningCertified Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Kim To Nga Nguyen

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000418026

Postcode

6000

Bachelor of Commerce (Banking & Finance)Diploma of Financial PlanningCertified Financial PlanningEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lawrence Peter Bartell

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001000747

Postcode

6000

Diploma of Financial Services 2Margin Lending Accreditation ProgramAccredited Derivatives AdvserAccredited Derivatives Adviser Level 2

SecuritiesDerivativesGovernment Debentures

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Paul Williams

JBWERE LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001005495

Postcode

6000

Bachelor DegreeDiploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation Program

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

Is this you? Claim this listing →

Robert Gordon Kenny

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003032

Postcode

6000

Bachelor of Commerce (Financial Planning)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Ryan Scherini

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000415255

Postcode

6000

Bachelor of Commerce major in Financial Planning v2Certificate IV Finance (Mortgage Broking)Certified Financial PlannerSuperConcepts & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sonali Shah

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001005972

Postcode

6000

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Trevor O'Callaghan

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000415902

Postcode

6000

Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wai Yee Tang

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2012 (14 years)

Registration #

001003355

Postcode

6000

Bachelor of Commerce (Banking and Finance)Master of Commerce (Economics and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Buters

SYMMETRY GROUP PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000432949

Postcode

6000

Bachelor of Commerce (Economics & Financial Planning)Masters of AccountingFPC002B Ethics and Professionalism in Financial AdviceTax Practitioners Board

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brenton James Newnham

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001006259

Postcode

6000

Master of AccountingAdvanced Diploma of Financial PlanningTASA and the TPB Code of Professional ConductEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

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David Gee

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2013 (13 years)

Registration #

000441661

Postcode

6000

Bachelor of commerce (finance, economics, money and banking)Diploma of Financial PlanningAdvanced diploma of financial services (financial planning)Certified FInancial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Ryan Counsel

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000448152

Postcode

6000

(FNS60404) Advanced Diploma of Financial Services (Financial Planning)Bachelor of CommerceBachelor of EconomicsCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Franchesca Nkiruka Hurst

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002729

Postcode

6000

Bachelor of Commerce (Economics and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial AdviceTax for Financial Advising

SuperannuationSecuritiesGovernment Debentures

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Garth Jeffery

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

001005417

Postcode

6000

Bachelor of CommerceMargin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesRSA Products

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Hien Le

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001003343

Postcode

6000

Bachelor of Commerce (Accounting and Financial Planning)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jade Elizabeth Burford

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000439055

Postcode

6000

DiplomaAdvanced Diploma Of Financial PlanningDFP5v3 Tax for Financial AdvisingTASACLv1Commercial Law

SuperannuationLife Insurance

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Jodi Deborah Escudier

FINDEX ADVICE SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001235164

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF REgulations & Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kathryn Claire Mcdonald

NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000444059

Postcode

6000

Advanced Diploma of Financial PlanningBachelor of BusinessCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Masautso Mukokweza

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000462796

Postcode

6000

Bachelor of Commerce (Major in Finance & Economics) )FNS50610 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Mccracken

JBWERE LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001005555

Postcode

6000

Bachelor DegreeGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Warwick Thomas Bird

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002789

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Abdallah Bilal

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001003113

Postcode

6000

Bachelor Degree in Law and ShariaMargin Lending and Geared InvestmentsFNS60415 Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andreas Aldrian-Moyle

FINANCIAL PATHFINDERS PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000462210

Postcode

6000

Bachelor of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Bree Emily Loxley

FLINDERS FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000452911

Postcode

6000

Bachelor of ScienceDiploma of Financial Services (Financial Planning)SMSF Specialist AdvisorFASEA

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Michael Warren

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001264715

Postcode

6000

Bachelor of CommerceMaster of Applied FinanceMaster of Applied FinanceMargin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Donald Benjaman Bell

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001002778

Postcode

6000

Business LawBachelor of Business (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramFPE020 SMSF Regulation and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Gemma Spinks

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001246901

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hosna Jamal

H.E.S.T. AUSTRALIA LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

000442786

Postcode

6000

Advanced Diploma of Financial PlanningEconomic and Legal Context for Financial PlanningClient Engagement SkillsEthics and Professionalism in Financial Advice

Superannuation

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Jackson Dongray

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000457838

Postcode

6000

Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Matthew Anthony Reece

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

000468452

Postcode

6000

Bachelor of Commerce (Economics and Financial Planning)Masters of AccountingSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Jack Devereux

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000454717

Postcode

6000

Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Certificate in Financial PlanningMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew James Parker

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001005705

Postcode

6000

Bachelor of LawsGraduate Diploma of Financial Planning

SecuritiesGovernment DebenturesRSA Products

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Rudy Leong

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2014 (12 years)

Registration #

001008125

Postcode

6000

Bachelor of commerceDiploma of Financial PlanningAdvanced diploma of financial services (financial planning)Certified financial planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sandra Jeanne Kent

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001001287

Postcode

6000

Bachelor of Social Science (Economics, Industrial and Organizational Psychology)Bachelor of Social Science (Honours in Economics)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Shane Richard Reay

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000462949

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife Insurance

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Tawera Maitai Waru

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000454654

Postcode

6000

Bachelor of Business (Finance)Accredited Listed Product Adviser ProgramCertificate IV in Finance and Mortgage BrokingDiploma of Financial Planning (DFP1-3)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy Lyons

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2014 (12 years)

Registration #

001001252

Postcode

6000

Bachelor of CommerceDiploma of Financial Markets

SecuritiesGovernment DebenturesRSA Products

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Timothy Monteleone

JBWERE LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005524

Postcode

6000

Bachelor of CommerceBachelor of EconomicsAccredited Derivatives Adviser Level 1 & Level 2Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange

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Aaron George Wain

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001234038

Postcode

6000

Bachelor of Commerce (Marketing Management, Minor in Policy Economics)Master of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

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Andrew Charles Oakley

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001232729

Postcode

6000

University of Western AustraliaDiploma of Financial PlanningEthics and Professionalism in Financial AdviceSuperannuation & Retirement Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley David Bond

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001238232

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFChFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Peter Jones

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001235502

Postcode

6000

Diploma Financial Planning (FNS50611)Advanced Diploma Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Elizabeth Anne Rae

JAPHENER PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000472166

Postcode

6000

Bachelor of CommerceBachelor of CommerceBachelor of ScienceDiploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason D'Costa

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001008985

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife Investment

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Mark Charles Paterson

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001249086

Postcode

6000

Margin Lending & Geared InvestmentsCore 1 Securities & Managed Investments Accreditation Program

SecuritiesGovernment Debentures

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Mitchell James Munro

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001000384

Postcode

6000

Bachelor of ScienceDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Mu Chen Sun

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001002127

Postcode

6000

Bachelor of Commerce (Accounting)Diploma of Financial PlanningSelf Managed Super FundsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Rebecca Mary Elizabeth Watson

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001004860

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTASACLv2 Commercial LawGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon Richard Gow

GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001235708

Postcode

6000

Bachelor of Business, Double Major in Accounting and FinanceGraduate Diploma of Chartered AccountingDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

Self-Managed Super (SMSF)

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Stefani Wijaya

UNISUPER MANAGEMENT PTY. LTD.

Registered

Experience

Since 2015 (11 years)

Registration #

001002151

Postcode

6000

Bachelor of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)Graduate Diploma of financial planningEthics and Professionalism in financial advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Davies

BELLWETHER FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000292455

Postcode

6000

Diploma in Technical AnalysisAdvanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Applied Finance and Investment (SIA/FINSIA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Steven Roberts

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001234320

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Zachary Alexander Stent

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2015 (11 years)

Registration #

001233894

Postcode

6000

Bachelor of Commerce / Finance & EconomicsEconomic and Legal Context for Financial PlanningClient Engagement SkillsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

Is this you? Claim this listing →

Benjamin Mcpherson

JBWERE LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240346

Postcode

6000

Bachelor of CommerceBachelor of EconomicsAdvanced Diploma of Financial PlanningForeign Exchange Accreditation Program

SuperannuationSecuritiesGovernment DebenturesForeign Exchange

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Blair Spaulding

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249745

Postcode

6000

Graduate Diploma of Applied FinanceGraduate Diploma of Financial Planning

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Justin Chong

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246053

Postcode

6000

Bachelor of Commerce (Economics & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lauren Ashleigh Walker

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001245413

Postcode

6000

Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMasters of Financial PlanningCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Louisa Jane Merry

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001249764

Postcode

6000

Bachelor of Commerce (Major in Financial Planning)Margin LendingForeign ExchangeAdvanced Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Mason King

CPS CAPITAL GROUP PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001256505

Postcode

6000

Bachelor of CommerceRG 146FASEA ExamGraduate Diploma of Financial Planning

Securities

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Mason Paul Brown

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001245167

Postcode

6000

Bachelor of Commerce (Finance and Accounting)Margin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment Debentures

Is this you? Claim this listing →

Nathan Stuart

WEALTH PLUS SOLUTIONS PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245160

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Nicholas Louis Tyndall

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001247598

Postcode

6000

Bachelor of Commerce (Accounting)Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Philip Peter Lemon

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001240126

Postcode

6000

Bachelor of FinanceDiploma of Financial PlanningMargin Lending and SkillsEthics and Professionalism in Financial Advice

SuperannuationSecuritiesDerivativesGovernment Debentures

Is this you? Claim this listing →

Radhika Janumpally

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001250197

Postcode

6000

Master of FinanceDiploma of Financial Services (Financial Planning)Tax for Financial AdvisingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Scott James Mcalees

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001241709

Postcode

6000

Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Snigdhadeb Basak

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001247599

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Susan O'Connor

SUSAN O'CONNOR

Registered

Experience

Since 2016 (10 years)

Registration #

001257226

Postcode

6000

Bachelor of Business (Accounting and Business Law)CPAFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)

Self-Managed Super (SMSF)

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William Riley

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001250575

Postcode

6000

Bachelor of Commerce (Financial Planning)5 unit CFP Certification ProgramSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Zongqi Xie

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001245920

Postcode

6000

Bachelor of Commerce (Accounting)Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningDiploma of Financial Services

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Abhishek Sheth

BRIDGES FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001255020

Postcode

6000

Master of Business Administration AdvancedCore 1 Securities & Managed Investments Accreditation ProgramMargin Lending and Geared InvestmentsFNS50611 Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Daniello Russo

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001259808

Postcode

6000

Bachelor of CommerceChartered AccountantEthics and Professionalism in Financial AdviceSuperannuation and Retirement Advice

SuperannuationSecurities

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Bryce Alan Wild

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256168

Postcode

6000

Bachelor of CommerceBachelor of Commerce with Honours in ManagementGraduate Diploma in Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cesare Daniel Scalise

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001259713

Postcode

6000

Bachelor of Commerce (Accounting and Taxation)Tier 1 Margin LendingTier 1 Securities and Managed InvestmentsEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

Is this you? Claim this listing →

Daniel Koong Seng Chiew

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001259534

Postcode

6000

Bachelor of CommerceBachelor of Commerce with Second Class Honours in FinanceFPC006FPC001B

SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products

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Declan Thomas

AUSTRALIAN FSL PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001256866

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningAdvance Diploma Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Garry William Symonds

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001260159

Postcode

6000

Master of Business Administration928 Margin LendingDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Giuliano Vinci

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001245425

Postcode

6000

Bachelor of CommerceRG146Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jessica Anne Nesbitt

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001258979

Postcode

6000

Bachelor of CommerceFNS50611 Diploma of Financial Planning5 unit CFP Certification ProgramAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Matthew Carr-Jones

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252120

Postcode

6000

Bachelor of Laws / Bachelor of CommerceCore 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Michael Peter Willett

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252118

Postcode

6000

Bachelor of ArtsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Nancy Vos

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001257513

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Neket Shah

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001253524

Postcode

6000

Bachelor of Commerce (Banking and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Rohan John Dalziell

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001260518

Postcode

6000

Bachelor of CommerceBachelor of EconomicsCertified Practicing Accountants ProgramMargin Lending Accreditation Program

SuperannuationSecurities

Is this you? Claim this listing →

Sarah Kate Illarietti

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001260161

Postcode

6000

Bachelor of Commerce (Accounting and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Shahrul Azmir Hj Shahriman

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001251196

Postcode

6000

Bachelor of Accounting (Hons.)Master of Business Administration (International Business)Financial Planning Policy Compliance 146 (PS/RG 146)Diploma of Financial Services (Financial Markets)

Foreign Exchange

Is this you? Claim this listing →

Tyler Sebastian Hurley

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001254302

Postcode

6000

Bachelor of Business (Financial Planning)Certificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial AdviceSuperConcepts & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vanessa Susan Scott

ORD MINNETT LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001253393

Postcode

6000

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Wade Paul Robinson

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001252184

Postcode

6000

Bachelor of Commerce (Economics and Finance)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zachary Michael Paul

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2017 (9 years)

Registration #

001252119

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Alia Marie Ashe

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263461

Postcode

6000

Diploma of Financial PlanningBachelor of Business (Accounting)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ben Growden

SHARTRU WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271837

Postcode

6000

Bachelor of Accounting (Commerce)CADiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brandon Oosthuizen

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269801

Postcode

6000

Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningRelevant Provider Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Brendan Ross Bate

PARAGEM PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272327

Postcode

6000

Bachelor of Accounting ScienceHonours Bachelor of Accounting ScienceChartered Accountant (CA)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel John Sutherland

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270551

Postcode

6000

Bachelor of Commerce (Finance and Marketing)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Michael Ash-Wentworth

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270692

Postcode

6000

Bachelor of Art (Business Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCommercial Law and Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darrell Ivan Payne

FINANCIAL PATHFINDERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265615

Postcode

6000

Diploma of Financial ServicesGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Dawn Phillipper Partridge

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267105

Postcode

6000

Bachelor of Business (Finance)Diploma of Financial PlanningDFP5v3 Tax for Financial AdvisingMaster of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Edward Anthony Eyles

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269660

Postcode

6000

FNS50611 Diploma of Financial PlanningBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Heath John Durrant Ryan

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263867

Postcode

6000

Bachelor of CommerceCPA Program Professional LevelCertified AccountantFPC002B Ethics and Professionalism in Financial Advice

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Hugo Mcchesney

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001267268

Postcode

6000

Graduate Diploma of Financial Planning

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Jack Alexander Prendiville

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271102

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products

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Jacob Hovitch Goddard

AUSTRALIAN FSL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268589

Postcode

6000

Bachelor of Commerce (Finance and Accounting)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jake Michael Solomon

ARGONAUT SECURITIES PTY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001272123

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningCPAFPC002B

SuperannuationSecurities

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James Paul Zhe Xiang Liew

FITZPATRICKS PRIVATE WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272388

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningTFAv1 Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Philip Maxwell Mcclements

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271101

Postcode

6000

Bachelor of CommerceDesignated Trade RepresentativeGraduate Diploma of Financial Planning

SecuritiesGovernment DebenturesRSA Products

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Jessica Fei-Keng Chen

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

000253895

Postcode

6000

Bachelor of Commerce (Marketing & Commercial Law)FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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John Paul Vailes

BDHSTERLING AFSL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270695

Postcode

6000

CII Level 6 Advanced Diploma in Financial PlanningChartered Financial PlannerDiploma of Financial PlanningChartered Financial Analyst

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Katrina Ryan

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270426

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningMaster of CommerceFPC006 Tax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Keenan Paul Maes

CONSULTUM FINANCIAL ADVISERS PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272989

Postcode

6000

Diploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Laura Simone Bosman

PERPETUAL TRUSTEE COMPANY LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271006

Postcode

6000

Bachelor of CommerceChartered Accountants Program / Graduate Diploma (CA)Diploma of Financial PlanningSMSF Specialist Advisor

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Laura Smillie

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001265917

Postcode

6000

Bachelor of Arts in FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Laurence Grescos

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269802

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending Specialist

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Lucas Jordan Ntoumenopoulos

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001270868

Postcode

6000

Bachelor of ScienceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Brian Evans

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272162

Postcode

6000

Bachelor of BusinessTier 1 Managed InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Natasha Soedhardji

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269367

Postcode

6000

Bachelor of Commerce Major in Economics and Financial Planning.Master of FinanceGraduate Diploma in Professional AccountingCavendish & ICFS Specialist SMSF Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nathan Huang Sugianto

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269866

Postcode

6000

Bachelor of Commerce (Corporate Finance)Core 1 Securities & Managed Investments Accreditation ProgramGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Pang Yu Chan

MACQUARIE BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269352

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningInvestment Products 1Certificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Clinton Foley

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001273074

Postcode

6000

Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial AdviceAustralian Financial Markets Association (AFMA)

DerivativesForeign Exchange

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Sam James Hughes

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270747

Postcode

6000

Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningMargin Lending SpecialistGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samual Lowrie

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001263846

Postcode

6000

Bachelor of CommerceFASEA ExamGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment DebenturesRSA Products

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Scott Allison

JBWERE LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268815

Postcode

6000

Bachelor Of Commerce (Finance and Economics)Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Thomas Rutter

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271604

Postcode

6000

Bachelor of ArtsDiploma of Financial Planning (FNS50615)FPC008Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Thomas William Shackles

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001271363

Postcode

6000

Bachelor Of CommerceTaxation unitADA Levels 1 & 2Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Xi Ryan Li

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269366

Postcode

6000

Bachelor of Commerce (Accounting)Master of Science (Actuarial and Financial Science)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Owen Faulkner

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2019 (7 years)

Registration #

001277949

Postcode

6000

Bachelor of Commerce (Economics and Financial Planning)Ethics and Professionalism in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jackson Patrick Mclachlan

WEALTH PLUS SOLUTIONS PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001288610

Postcode

6000

Bachelor of ManagementFPC002B Ethics and Professionalism in Financial AdviceAssociation of Independently Owned Financial Professionals (AIOFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Matthew Stephen George

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2021 (5 years)

Registration #

001284028

Postcode

6000

Bachelor of Business (Accountancy, Financial Planning)Diploma of Financial MarketsEthics and Professionalism in Financial AdviceAustralian Financial Markets Association (AFMA)

Foreign Exchange

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Diarmuid Gleeson

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001293073

Postcode

6000

ADA Level 1ADA Level 2Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationSecuritiesDerivatives

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Zachary Marcus Vinten

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2022 (4 years)

Registration #

001292367

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Avril Claire Liljekvist

NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001302645

Postcode

6000

Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bryn David Evans

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298001

Postcode

6000

Commerce, triple major in Investment Finance, Corporate Finance and Money and BankingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Berich

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001296092

Postcode

6000

Bachelor of Commerce (Applied Finance and Commercial Law)Graduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Dinith Gaveshana Basnayake

PICTURE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001301227

Postcode

6000

MLC301 Principles of Income Tax LawBachelor of CommerceDiploma of Financial PlanningMLC707 Business Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Jaarod Allen Daaron Holmes

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001299281

Postcode

6000

Bachelor of CommerceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Goran Kwan

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299279

Postcode

6000

Bachelor of Commerce (Economics and Finance)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

Is this you? Claim this listing →

Lachlan Alexander Booth

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001299280

Postcode

6000

Bachelor of Commerce (Economics (single major), Marketing)Graduate Diploma of Financial PlanningTax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lei Fu

ARGONAUT SECURITIES PTY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001299766

Postcode

6000

Graduate Diploma of Financial Planning

Securities

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Murteza Behrami

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298237

Postcode

6000

Bachelor of Commerce (Finance)FOC002B Ethics and Professionalism in Financial AdviceM669 Graduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Seth Edward Caelan Dobson

ARGONAUT SECURITIES PTY LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001306021

Postcode

6000

Graduate Diploma of Financial Planning

Securities

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Taylor Chircop

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001297434

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Xue Meng Sherman Chua

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001298848

Postcode

6000

Graduate Diploma of Financial Planning

Securities

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Andrea Leigh Stockdale

NATIONAL AUSTRALIA BANK LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304009

Postcode

6000

Bachelor of BusinessGraduate Diploma of Financial Planning

Foreign Exchange

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Jacob Coulson

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304519

Postcode

6000

Financial Adviser ExamGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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James Eason

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304488

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Jye Bolton

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001298766

Postcode

6000

Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kwang Loong Wee

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001304444

Postcode

6000

Bachelor of Commerce (Finance and Management)Master of AccountingGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Philip William Benson

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001310069

Postcode

6000

Bachelor of ScienceGraduate Diploma of Financial PlanningIntroduction to SMSFs

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Piers George Egerton-Warburton

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307566

Postcode

6000

Bachelor of Commerce / Bachelor of Communications and MediaFinancial Adviser ExamGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Riley Jay Brighouse

PRIVATE WEALTH ADVISORY PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304320

Postcode

6000

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Gibbs

SHAW AND PARTNERS LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001306267

Postcode

6000

Bachelor of CommerceMaster of Business AdministrationMaster of Science (Mineral and Energy Economics)Graduate Diploma of Financial Planning

SuperannuationSecuritiesRSA Products

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Susan (Su) Cheng

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001308251

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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William Lloyd Kohlen

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307565

Postcode

6000

Bachelor of CommerceFinancial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brandon Gary Schafer

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001307497

Postcode

6000

Bachelor of Commerce (Double Major in Accounting & Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Georgia Horton

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001314419

Postcode

6000

Bachelor of Commerce (Business Law, Accounting)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Harrison Marchant

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001317381

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Ian Lobb

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312048

Postcode

6000

Financial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Jessica Jane Lacey

SHADFORTH FINANCIAL GROUP LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313267

Postcode

6000

Bachelor of Business Major in ManagementAccredited Aged Care Professional ProgramGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Jessica Langer

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001314809

Postcode

6000

Bachelor of Business Management (Marketing)Graduate Certificate of Corporate FinanceGraduate Diploma of Financial PlanningNational DTR Accreditation Program (Cash Equities)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kyle Terence Sermon

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313374

Postcode

6000

Bachelor of Commerce (Accounting and Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lachlan Mckay Carroll

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001305314

Postcode

6000

Bachelor of Arts, Bachelor of CommerceEthics and Professionalism in Financial Advice

SecuritiesGovernment Debentures

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Lewis James Laurence Kannemeyer

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313373

Postcode

6000

Bachelor of Commerce (Finance and Accounting)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Urban Pereira

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001302752

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial PlanningStockbrokers and Investment Advisers Association (SIAA)

SecuritiesGovernment Debentures

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Matthew Damien Ntoumenopoulos

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312347

Postcode

6000

Bachelor of CommerceFinancial Adviser ExamGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Michael Boyatzis

EUROZ HARTLEYS LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001305921

Postcode

6000

Bachelor of Commerce (Economics and Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Miles Robin Jacob

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001304070

Postcode

6000

Bachelor Of CommerceChartered accountants programSMSF Specialist AdvisorGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Neil David Funnekotter

JBWERE LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001307713

Postcode

6000

Bachelor of Paramedical ScienceBachelor of Banking & FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Sandrine Marie Estelle Captieux

CANACCORD GENUITY FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001306757

Postcode

6000

Financial Adviser ExamGraduate Diploma of Financial Planning

SecuritiesGovernment Debentures

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Sarah O'Sullivan

PERSONAL FINANCIAL SERVICES LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309220

Postcode

6000

Graduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Taylor Joseph Roger Sharpe

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313480

Postcode

6000

Bachelor of Commerce (Finance and Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Victoria Anderson

MACQUARIE BANK LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001312214

Postcode

6000

Diploma of Financial Services (Financial Planning)Cert IV in Financial Services (Financial Planning Support)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super Funds (ANZ Workshop)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zhuowen Lin

BELL POTTER SECURITIES LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001305313

Postcode

6000

Master of Applied Finance with DistinctionAccredited Derivatives Adviser Level 1 (ADA1) Accreditation ProgramGraduate Diploma of Financial PlanningMargin Lending Accreditation Program

SecuritiesDerivativesGovernment Debentures

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David Truong

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001310508

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jackson Kenneth Riley

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001313371

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jameson Johnston

INTEGRO HOLDINGS (WA) PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001315981

Postcode

6000

Bachelor of Commerce (Finance and Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jeremy Hood

VIRIDIAN ADVISORY PTY LTD

Registered

Experience

Since 2026 (0 years)

Registration #

001316477

Postcode

6000

Diploma of Financial PlanningBachelor of Commerce (Financial Planning)Debt StrategiesFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sarah Clare

PERPETUAL TRUSTEE COMPANY LIMITED

Not Registered

Experience

Since 2026 (0 years)

Registration #

001314161

Postcode

6000

Master of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures

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Adam John Malcolm Uren

CANACCORD GENUITY FINANCIAL LIMITED

Not Registered

Registration #

001317969

Postcode

6000

Tier 1 Margin LendingNational DTR AccreditationCertificate in Governance PracticeFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brody Elliott

BDHSTERLING AFSL PTY LTD

Not Registered

Registration #

001302969

Postcode

6000

FNS50611 Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Conor Edward Bartlett

ARGONAUT SECURITIES PTY LIMITED

Not Registered

Registration #

001317731

Postcode

6000

Bachelor of Commerce (Economics, Finance)Graduate Diploma of Financial Planning

Securities

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Darcie Frances Ercegovich

PICTURE WEALTH ADVISORY PTY LTD

Not Registered

Registration #

001319547

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jack Albert Hogan

GODFREY PEMBROKE GROUP PTY LTD

Not Registered

Registration #

001315420

Postcode

6000

Bachelor of Commerce (Finance and Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Joel Mcsweeney

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Not Registered

Registration #

001318848

Postcode

6000

Graduate Diploma of Financial Planning

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Jordyn Shepherd

EUROZ HARTLEYS LIMITED

Not Registered

Registration #

001317020

Postcode

6000

Bachelor of Commerce (finance and financial planning double major)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julie Boyer

EUROZ HARTLEYS LIMITED

Not Registered

Registration #

001319664

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kirandeep Kaur

PICTURE WEALTH ADVISORY PTY LTD

Not Registered

Registration #

001311979

Postcode

6000

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Leila Juliet Craig

PICTURE WEALTH ADVISORY PTY LTD

Not Registered

Registration #

001317142

Postcode

6000

Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Evan Lewis

PERSONAL FINANCIAL SERVICES LTD

Not Registered

Registration #

001318051

Postcode

6000

Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Mitchell Yeo

EUROZ HARTLEYS LIMITED

Not Registered

Registration #

001317469

Postcode

6000

Bachelor of Biomedical Science / Bachelor of Commerce (Major: Finance)Accredited Designated Trading RepresentativeGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Narmatha Asogan

COUNT FINANCIAL LIMITED

Not Registered

Registration #

001319733

Postcode

6000

Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicholas Denny

EUROZ HARTLEYS LIMITED

Not Registered

Registration #

001315171

Postcode

6000

Bachelor of Commerce (Finance and Management)Graduate Diploma of Financial PlanningNational DTR Accreditation Program (Cash Equities)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sebastian Earl Manning

CANACCORD GENUITY FINANCIAL LIMITED

Not Registered

Registration #

001317968

Postcode

6000

Bachelor of CommerceFinancial Adviser Exam

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sienna Barnes

EUROZ HARTLEYS LIMITED

Not Registered

Registration #

001318560

Postcode

6000

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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