498 verified financial advisers

Financial Advisers in Perth, WA

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

Verifying registration and authorisations

Every financial adviser shown for Perth, Western Australia is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.

Showing 498 results

Michael Frank Manford★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1979 (47 years)
Registration #
000260115
Postcode
6000
📞 (03) 9242 4000🌐 Website
GrandfatheredMargin LendingProfessional Diploma in StockbrokingTASA and the TPB Code of Professional Conduct
SecuritiesGovernment Debentures
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Dennis Edward Barton

JAPHENER PTY LTD
RegisteredTax Advice ✓
📍 251 Adelaide Terrace, Perth WA 6000
Experience
Since 1982 (44 years)
Registration #
000275519
Postcode
6000
📞 (08) 9225 5899
Bachelor of ScienceFellowshipSenior FellowshipBachelor of Economics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ian Michael Paterson Parker★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1983 (43 years)
Registration #
001004553
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of ArtsAccredited Derivatives Adviser Level 1Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Francesco Starvaggi★★★★★ 5 (4 reviews)

AUSTGROUP FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 286 Fitzgerald St, Perth WA 6000
Experience
Since 1984 (42 years)
Registration #
000271493
Postcode
6000
📞 (08) 9227 9473🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001001482
Postcode
6000
📞 (03) 9256 8700🌐 Website
PS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives AdviserMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Randall Julian Harding★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1986 (40 years)
Registration #
001006036
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of EconomicsSDIA Accreditation Program AssessmentSuperannuation ModuleMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Andrew Stewart Macnaughtan★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1987 (39 years)
Registration #
001004569
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of BusinessGraduate Diploma of Asian Business
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Bradley William Gordon★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1987 (39 years)
Registration #
000225643
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001005991
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceParaplanning CourseRetirement Planning CourseMargin Lending and Geared Investments
SecuritiesGovernment Debentures
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Michael Alexander Grant★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1987 (39 years)
Registration #
001001496
Postcode
6000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 1988 (38 years)
Registration #
001002635
Postcode
6000
📞 (02) 9178 0700🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1988 (38 years)
Registration #
001005691
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 5 (2 reviews)

ARGONAUT SECURITIES PTY LIMITED
Registered
📍 Level 16/9 The Esplanade, Perth WA 6000
Experience
Since 1988 (38 years)
Registration #
000260059
Postcode
6000
📞 (08) 9224 6888🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1988 (38 years)
Registration #
001006204
Postcode
6000
📞 (03) 9242 4000🌐 Website
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★★★★★ 4.8 (8 reviews)

SENTINEL FINANCIAL GROUP PTY LTD
Registered
📍 Forrest Centre, Level 21/221 St Georges Terrace, Perth WA 6000
Experience
Since 1988 (38 years)
Registration #
001266841
Postcode
6000
📞 (08) 9225 0000🌐 Website
Diploma of Financial AdvisingFinancial PlanningStockbrokers and Investment Advisers Association (SIAA)
Securities
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Brent Joseph Evitt

CPS CAPITAL GROUP PTY LTD
Registered
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 1989 (37 years)
Registration #
000260078
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of BusinessPS146 Compliance Program (Securities and Managed Investments)Margin LendingSuperannuation
Securities
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Michael Dennis Lee★★★★★ 5 (2 reviews)

FLINDERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/179 St Georges Terrace, Perth WA 6000
Experience
Since 1989 (37 years)
Registration #
001003033
Postcode
6000
📞 (08) 9483 0755🌐 Website
Certificate in Financial MarketsCertified Financial PlannerSMSF Specialist AdvisorFASEA Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Randall Roberts Maggi★★★★★ 5 (13 reviews)

WESTMOUNT SECURITIES PTY LTD
RegisteredTax Advice ✓
📍 Level 25/108 St Georges Terrace, Perth WA 6000
Experience
Since 1989 (37 years)
Registration #
001001713
Postcode
6000
📞 (08) 9382 8885🌐 Website
Certificate in Financial MarketsCertified Financial PlannerDiploma of Financial PlanningCertificate IV (Finance Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Derek Christian Steinepreis★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001002482
Postcode
6000
📞 (02) 9238 1238🌐 Website
Batchelor of BusinessGraduate Diploma of Finance & InvestmentsMargin Lending and Geared Investments
SuperannuationSecurities
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Garry Giblett★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
001005464
Postcode
6000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1990 (36 years)
Registration #
000246156
Postcode
6000
📞 (02) 8036 6490🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1991 (35 years)
Registration #
001005208
Postcode
6000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 1991 (35 years)
Registration #
000237717
Postcode
6000
📞 (03) 9328 3900
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1992 (34 years)
Registration #
001002483
Postcode
6000
📞 (02) 9238 1238🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001005907
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of EconomicsAccredited Derivatives Adviser Level TwoMargin Lending Accreditation ProgramDiploma of Financial Planning
SuperannuationSecuritiesDerivativesRSA Products
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Shane Paul Lehmann★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1993 (33 years)
Registration #
001004562
Postcode
6000
📞 (02) 9238 1238🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
000260120
Postcode
6000
📞 (03) 9242 4000🌐 Website
ASIC PS146 Compliance (Securities and Managed Investments)Responsible Executive ExamMargin LendingProfessional Diploma in Stockbroking
SecuritiesGovernment Debentures
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David Kenneth Wallace Michael★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1994 (32 years)
Registration #
001004564
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of BusinessGraduate Diploma of Applied Finance and Investment
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Jonathan Alister Young★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1994 (32 years)
Registration #
000260177
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceChartered AccountantGraduate Diploma in Applied Finance and InvestmentMargin Lending
SecuritiesGovernment Debentures
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Robert Chester★★★★★ 5 (1 reviews)

WEST END LICENSEE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17 Foley St, Balcatta WA 6021
Experience
Since 1994 (32 years)
Registration #
001002239
Postcode
6000
📞 (08) 9321 1111🌐 Website
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 1994 (32 years)
Registration #
001001109
Postcode
6000
📞 (08) 9261 9100🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
000446961
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of Business Major in Finance & EconomicsSupperannuationAccredited Derivatives Adviser Level Two
SuperannuationDerivatives
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Stuart Hunter Beattie★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1994 (32 years)
Registration #
001005945
Postcode
6000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied Finance and InvestmentSuperannuationAccredited Derivatives Adviser Level 1 ExamMargin Lending Accreditation Program
SecuritiesDerivatives
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Timothy David Beattie★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1994 (32 years)
Registration #
000259630
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Adrian James Brant★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1995 (31 years)
Registration #
001005685
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of BusinessAccredited Derivatives Adviser Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrew James Farr★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
000260080
Postcode
6000
📞 (03) 9242 4000🌐 Website
ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in StockbrokingRelevant Provider Exam
SecuritiesGovernment Debentures
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Bradley John Shallard★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001001896
Postcode
6000
📞 (03) 9256 8700🌐 Website
Diploma of Financial PlanningGraduate Diploma in Applied Finance & InvestmentsLevel 2 Accredited Derivatives AdviserMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Charles Bartell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
001000746
Postcode
6000
📞 (03) 9256 8700🌐 Website
CPAPS146 Compliance ProgramSDIA Accreditation Program AssessmentLevel 2 Accredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment Debentures
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Dirk Joel Van Der Struyf★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1995 (31 years)
Registration #
001005693
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1995 (31 years)
Registration #
000260098
Postcode
6000
📞 (03) 9242 4000🌐 Website
Certified Financial PlannerDiploma of Financial PlanningMargin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Russell Kane★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1995 (31 years)
Registration #
001006619
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of BusinessDiploma of Financial Markets
SecuritiesGovernment DebenturesRSA Products
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Ashok Desai

CPS CAPITAL GROUP PTY LTD
Registered
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 1996 (30 years)
Registration #
000300854
Postcode
6000
📞 (08) 9223 2222🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 1996 (30 years)
Registration #
000241992
Postcode
6000
📞 (02) 6249 1555
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1996 (30 years)
Registration #
001004555
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001004369
Postcode
6000
📞 1800 501 204🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 1996 (30 years)
Registration #
000286069
Postcode
6000
📞 1800 062 134🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001002481
Postcode
6000
📞 (02) 9238 1238🌐 Website
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★★★★★ 4.8 (21 reviews)

BELLWETHER FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Exchange Tower, Level 20/2 The Esplanade, Perth WA 6000
Experience
Since 1996 (30 years)
Registration #
000239514
Postcode
6000
📞 (08) 9225 4462🌐 Website
Diploma in Financial MarketsDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason Farrow★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1996 (30 years)
Registration #
001005533
Postcode
6000
📞 (03) 9906 5000🌐 Website
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
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 1996 (30 years)
Registration #
001003780
Postcode
6000
📞 (08) 9223 2222🌐 Website
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
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 1996 (30 years)
Registration #
001003775
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentAccredited Derivatives AdviserRG 146
SecuritiesDerivatives
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Nicholas Simon Draper★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1996 (30 years)
Registration #
001005690
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Owen Clare★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001006410
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce
Securities
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Timothy Carvolth★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1996 (30 years)
Registration #
000259631
Postcode
6000
📞 (07) 3334 4888🌐 Website
Financial ServciesMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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Travis Hansen★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1996 (30 years)
Registration #
001006335
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceMargin Lending Accrediation ProgramProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesRSA Products
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Andrew Christopher Fry★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1997 (29 years)
Registration #
000225642
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000427447
Postcode
6000
📞 1300 847 434🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
000260154
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of ArtsADA1Margin LendingProfessional Diploma in Stockbroking
SecuritiesDerivativesGovernment Debentures
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David Kimberley Venn★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001236150
Postcode
6000
📞 (02) 8232 3333🌐 Website
Bachelor of EconomicsAccredited Derivatives AdviserMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Kimberley Venn★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001236150
Postcode
6000
📞 (02) 8232 3333🌐 Website
Bachelor of EconomicsAccredited Derivatives AdviserMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Michael Cross★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1997 (29 years)
Registration #
001005696
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of SciencePS 146Accredited Derivatives Adviser Level 1Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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David William John Jones★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001005832
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking
SecuritiesGovernment Debentures
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Ian Andrew Harrison★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1997 (29 years)
Registration #
001002713
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
RegisteredTax Advice ✓
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1997 (29 years)
Registration #
000259339
Postcode
6000
📞 (07) 3334 4888🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1997 (29 years)
Registration #
001004720
Postcode
6000
📞 1300 847 434🌐 Website
Bachelor of EconomicsCertified Financial PlannerSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Norman Robinson★★★★★ 4.8 (8 reviews)

SENTINEL FINANCIAL GROUP PTY LTD
Registered
📍 Forrest Centre, Level 21/221 St Georges Terrace, Perth WA 6000
Experience
Since 1997 (29 years)
Registration #
001005419
Postcode
6000
📞 (08) 9225 0000🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentAccredited Derivatives Adviser Level 2
SecuritiesDerivatives
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Peter L Mcdonald★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 1997 (29 years)
Registration #
000249477
Postcode
6000
📞 1300 471 314🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 1997 (29 years)
Registration #
000454781
Postcode
6000
📞 (08) 9267 3444
Bachelor of BusinessBachelor of CommerceInvestment Planning 1Retirement Planning and Principles Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Anthony Growden★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 1997 (29 years)
Registration #
001003031
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001006024
Postcode
6000
📞 (02) 9238 1238🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1998 (28 years)
Registration #
001001740
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 1998 (28 years)
Registration #
001235812
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of CommerceCertified Practicing AccountantRG146FASEA Exam
Securities
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Christopher Gee★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000247722
Postcode
6000
📞 1800 445 767🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001003601
Postcode
6000
📞 1300 847 434🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001005704
Postcode
6000
📞 (02) 9248 8000🌐 Website
466 Bachelor of BusinessMargin LendingSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Philip Walker★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001006260
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of LawsMargin LendingProfessional Diploma in StockbrokingRelevant Provider Exam
SecuritiesGovernment Debentures
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Duncan Graham Mackintosh★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1998 (28 years)
Registration #
000458414
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001003713
Postcode
6000
📞 (03) 9906 5000🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1998 (28 years)
Registration #
001004570
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of ArtsBachelor of LawsMaster of International LawAustralian Insitute of International Affairs
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Leanne Rowley

PARAGEM PTY LIMITED
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
000223142
Postcode
6000
📞 (02) 8036 6490🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001006245
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceSuperannuation ModuleMargin Lending Accreditation Program
SuperannuationSecuritiesDerivatives
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Michael Joseph Marano★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1998 (28 years)
Registration #
001002492
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceBatchelor of CommerceAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments
SuperannuationDerivatives
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Michael Rosenbaum★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 1998 (28 years)
Registration #
001000429
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of business banking and financeBachelor of business – banking and financeMBADiploma of Financial Planning
SecuritiesDerivativesGovernment Debentures
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Nathan James Bray★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 1998 (28 years)
Registration #
001004551
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of EconomicsAccredited Derivatives Adviser Level 1 and 2Graduate Diploma of Finance
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Andrew David Wieman★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 1999 (27 years)
Registration #
000287129
Postcode
6000
📞 (03) 8508 7800🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000259119
Postcode
6000
📞 (07) 3334 4888🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 1999 (27 years)
Registration #
000248906
Postcode
6000
📞 (08) 9267 3444
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000260072
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMargin LendingCommercial Law
SuperannuationSecuritiesGovernment Debentures
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Leslie Christopher Conceicao★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 1999 (27 years)
Registration #
000296710
Postcode
6000
📞 (07) 3334 4888🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 1999 (27 years)
Registration #
000298511
Postcode
6000
📞 (02) 9238 1238🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001005818
Postcode
6000
📞 (03) 9242 4000🌐 Website
Diploma of Financial AdvisingADA1Margin LendingSuperannuation
SuperannuationSecuritiesDerivativesGovernment Debentures
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Scott Hubert Gladman★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 1999 (27 years)
Registration #
001273071
Postcode
6000
📞 13 22 65🌐 Website
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
RegisteredTax Advice ✓
📍 1st Floor/2 Victoria St, Midland WA 6056
Experience
Since 1999 (27 years)
Registration #
001005231
Postcode
6000
📞 0417 021 101🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
001004565
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001002701
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001002701
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
001005699
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Commerce-Accredited Derivatives Adviser Level 1 and 2
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Claudio Lopresti★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005729
Postcode
6000
📞 (02) 9238 1238🌐 Website
Certificate of Superannuation ManagementDiploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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David Aaron Pitt★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000427448
Postcode
6000
📞 1300 847 434🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
001004552
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001006732
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of CommerceGraduate Diploma in Applied Finance & InvestmentChartered Accountants Australia and New Zealand (CA ANZ)
SecuritiesGovernment Debentures
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David Rose★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001003037
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2000 (26 years)
Registration #
001005459
Postcode
6000
📞 (02) 8216 6300🌐 Website
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★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
000250768
Postcode
6000
📞 (08) 9388 8099🌐 Website
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★★★★★ 5 (2 reviews)

PARTNERSHIP HOLDINGS PTY LTD
RegisteredTax Advice ✓
📍 Level 20/1 Spring St, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
001005082
Postcode
6000
📞 (08) 6214 0265🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
001005697
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001663
Postcode
6000
📞 (03) 9242 4000🌐 Website
RG146 Investment PlanningGraduate Diploma of Financial PlanningRelevant Provider Exam
SuperannuationSecuritiesGovernment Debentures
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Michael Bowden★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
001001663
Postcode
6000
📞 (03) 9242 4000🌐 Website
RG146 Investment PlanningGraduate Diploma of Financial PlanningRelevant Provider Exam
SuperannuationSecuritiesGovernment Debentures
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Nada Maticevic★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
000242659
Postcode
6000
📞 (08) 9388 8099🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2000 (26 years)
Registration #
000260161
Postcode
6000
📞 (03) 9242 4000🌐 Website
ADA2Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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Sandra Mirco★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2000 (26 years)
Registration #
001005694
Postcode
6000
📞 (08) 9268 2888🌐 Website
Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Benjamin Robert Willoughby★★★★★ 5 (2 reviews)

ARGONAUT SECURITIES PTY LIMITED
Registered
📍 Level 16/9 The Esplanade, Perth WA 6000
Experience
Since 2001 (25 years)
Registration #
000260174
Postcode
6000
📞 (08) 9224 6888🌐 Website
Securities, Futures & Managed Investments AccreditationLevel 1 Accredited DerivativesMargin Lending AccreditationGraduate Diploma in Stockbroking and Financial Advising
SecuritiesDerivatives
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Clinton Mcnally★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001004782
Postcode
6000
📞 1300 847 434🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001006073
Postcode
6000
📞 (02) 8216 6300🌐 Website
Superannuation ModuleManaged InvestmentsMargin Lending Accreditation ProgramStatement of Attainment: Generic Knowledge, Securities & Skills
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Faye Carol Longmuir★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005186
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of Business (Finance)Diploma of Financial PlanningTax for Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Mackie★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2001 (25 years)
Registration #
001001678
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2001 (25 years)
Registration #
000276446
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Economics & Finance)
SuperannuationSecuritiesGovernment Debentures
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Mark Andrew Macleod★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000260113
Postcode
6000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2001 (25 years)
Registration #
000259336
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Marketing)Graduate Diploma in Applied Finance and InvestmentStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesGovernment Debentures
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Michael Minh Tong Huynh★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
000410549
Postcode
6000
📞 1300 847 434🌐 Website
Bachelor of CommerceCertified Practicing Accountants Australia ProgramCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Michael Pilkington★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001003654
Postcode
6000
📞 (02) 9238 1238🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2001 (25 years)
Registration #
001005019
Postcode
6000
📞 (02) 6249 1555
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★★★★★ 5 (14 reviews)

ALARIE PTY LTD
RegisteredTax Advice ✓
📍 3/150 Stirling St, Perth WA 6000
Experience
Since 2001 (25 years)
Registration #
000246094
Postcode
6000
📞 (08) 6313 1500🌐 Website
CPA Public Practice ProgramMaster of Business AdministrationDiploma of Financial ServicesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Shepherd★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2001 (25 years)
Registration #
001005510
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Economics and Finance)Diploma of Business ProgrammingCertificate III in Property Services8 unit Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Simon Clark Montgomery★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2001 (25 years)
Registration #
000458415
Postcode
6000
📞 (08) 9267 3444
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2001 (25 years)
Registration #
001005703
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of PsychologyMaster of ManagementGraduate Diploma of Applied Finance and InvestmentAccredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Timothy Maschler★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2001 (25 years)
Registration #
001006225
Postcode
6000
📞 (02) 9238 1238🌐 Website
Associate Diploma of Business (International Trade)Diploma of Financial Markets (Equity Markets Stream)Bachelor of Business & Commerce (Economics)SDIA Accreditation Program Assessment
Securities
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Brent Becroft★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
001005335
Postcode
6000
📞 (02) 9238 1238🌐 Website
Accredited Derivatives Adviser Level OneAccredited Derivatives Adviser Level TwoGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesRSA Products
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Christian Carter★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
001005961
Postcode
6000
📞 (03) 9256 8700🌐 Website
Diploma of Financial MarketsSDIA Accreditation Program AssessmentSuperannuationMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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James Henry Moullin★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
001005707
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
000263986
Postcode
6000
📞 (08) 9267 3444
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
000263986
Postcode
6000
📞 (08) 9267 3444
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★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
000263986
Postcode
6000
📞 (08) 9267 3444
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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Norman John Lloyd Burnett★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2002 (24 years)
Registration #
000259361
Postcode
6000
📞 (07) 3334 4888🌐 Website
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
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
000312533
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of Economics (Honours)RG146 Tier 1FASEA ExamGraduate Diploma of Financial Planning
Securities
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Samuel Faulkner Clark★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000250322
Postcode
6000
📞 (02) 8232 3333🌐 Website
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Samuel Faulkner Clark★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2002 (24 years)
Registration #
000250322
Postcode
6000
📞 (02) 8232 3333🌐 Website
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Simon Yeo★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
001001741
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceDiploma of Financial AdvisingPS146 Generic & Securities
SecuritiesGovernment DebenturesRSA Products
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Stephen John Brereton★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2002 (24 years)
Registration #
000264402
Postcode
6000
📞 1800 331 685🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2002 (24 years)
Registration #
001005683
Postcode
6000
📞 (08) 9268 2888🌐 Website
Diploma of Financial AdvisingAccredited Derivatives Adviser Level 1FPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Alexander Anthony Davis★★★★ 4.5 (12 reviews)

NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/88 William St, Perth WA 6000
Experience
Since 2003 (23 years)
Registration #
000232277
Postcode
6000
📞 (08) 9463 2463🌐 Website
Bachelor of BusinessCertified Practicing AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Belinda Von Knoll★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001003041
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2003 (23 years)
Registration #
000237784
Postcode
6000
📞 0450 737 737🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
000236925
Postcode
6000
📞 1300 847 434🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2003 (23 years)
Registration #
001003034
Postcode
6000
📞 1800 501 204🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001239328
Postcode
6000
📞 1300 138 848🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2003 (23 years)
Registration #
001005195
Postcode
6000
📞 (03) 9256 8700🌐 Website
PS146 Superannuation ModuleSDIA AccreditationASX Accredited Derivatives Adviser ProgramAccredited Derivatives Adviser: Level 1
SecuritiesDerivativesGovernment Debentures
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Karl Hombergen★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2003 (23 years)
Registration #
000231356
Postcode
6000
📞 (08) 9267 3444
Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Murray William Broun

CPS CAPITAL GROUP PTY LTD
Registered
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 2003 (23 years)
Registration #
000224470
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of CommerceRG 146Accredited Derivateives Adviser- Level 2Foreign Exchange
SecuritiesDerivatives
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Steven Victor Loxley★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2003 (23 years)
Registration #
001005706
Postcode
6000
📞 (08) 9268 2888🌐 Website
PS 146
SecuritiesGovernment DebenturesRSA Products
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Andrew Keith Pidgeon★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001003036
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of EconomicsGraduate Diploma in Financial PlanningCertified Financial Planner (CFP)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Andrew Yoong★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000247723
Postcode
6000
📞 1800 445 767🌐 Website
Bachelor of Commerce (Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ben Statham★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001001705
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Economics. International Business Economics MajorRG146FPC002B Ethics and Professionalism in Financial Advice
SecuritiesGovernment DebenturesRSA Products
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Benjamin James Fleay★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001005686
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2004 (22 years)
Registration #
000465642
Postcode
6000
📞 (07) 3334 4888🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001836
Postcode
6000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001836
Postcode
6000
📞 (03) 9242 4000🌐 Website
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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Christian Zerovich★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001837
Postcode
6000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001255844
Postcode
6000
📞 (03) 9242 4000🌐 Website
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★★★★★ 5 (2 reviews)

FLINDERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/179 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
000282458
Postcode
6000
📞 (08) 9483 0755🌐 Website
RBS Morgans Limited via Kaplan ProfessionalDiploma of Financial ServicesGraduate Diploma of Financial PlanningFASEA Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Craig William Beck

CONSULTUM FINANCIAL ADVISERS PTY LTD
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2004 (22 years)
Registration #
000281051
Postcode
6000
📞 1800 062 134🌐 Website
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
RegisteredTax Advice ✓
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
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David Anthony Parry★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001004719
Postcode
6000
📞 1300 471 314🌐 Website
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★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
000255826
Postcode
6000
📞 1800 813 327🌐 Website
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
Superannuation
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Giles Mccaw★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
001001838
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
RegisteredTax Advice ✓
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000238972
Postcode
6000
📞 (02) 9904 2792🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2004 (22 years)
Registration #
001005149
Postcode
6000
📞 (03) 9328 3900
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
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Murray Ken Payne★★★★★ 5 (3 reviews)

FINANCIAL PATHFINDERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/55 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
000274971
Postcode
6000
📞 (08) 9213 9699🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2004 (22 years)
Registration #
001001555
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of CommerceSDIA Accreditation Program AssessmentLevel 1 Accredited Derivatives AdviserASX Accredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment Debentures
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Philip Glen Davison★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001003027
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of Commerce (B.Com)Graduate Diploma of Financial PlanningMaster of AccountingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Phillip James George★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
000458416
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of ScienceGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rowan Jones★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2004 (22 years)
Registration #
000274791
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceGraduate Diploma of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Francis Bennett★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001002502
Postcode
6000
📞 (02) 9238 1238🌐 Website
Batchelor of BusinessSecurities & Managed Investment AccreditationCertified Practising AccountantMargin Lending Accreditation Program
SuperannuationSecurities
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Toby Peter Jefferis★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
001002503
Postcode
6000
📞 (02) 9238 1238🌐 Website
Margin Lending and Geared InvestmentsAccredited Derivatives Adviser Level 2Graduate Diploma of Financial Planning
SuperannuationDerivatives
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Trent Walter Savage

AUSTRALIAN FSL PTY LTD
RegisteredTax Advice ✓
📍 1st Floor/2 Victoria St, Midland WA 6056
Experience
Since 2004 (22 years)
Registration #
001005274
Postcode
6000
📞 0417 021 101🌐 Website
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Wayne Allard★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2004 (22 years)
Registration #
000279149
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce Economics and Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Andrew Martin Mckay★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001004367
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Robert Hamburg★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2005 (21 years)
Registration #
000284380
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of Business AdministrationDiploma of Financial MarketsDiploma of Financial Services (Financial Planning)
SuperannuationSecuritiesGovernment Debentures
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Brett Stapleton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001001840
Postcode
6000
📞 (03) 9242 4000🌐 Website
ASX Accredited Derivatives AdviserBachelor of BusinessDiploma of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brett Stapleton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001001840
Postcode
6000
📞 (03) 9242 4000🌐 Website
ASX Accredited Derivatives AdviserBachelor of BusinessDiploma of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Pettit★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2005 (21 years)
Registration #
000300640
Postcode
6000
📞 1300 471 314🌐 Website
Bachelor DegreeDiploma of Financial Services ( Financial Planning )Advanced Diploma of Financial Services ( Financial Planning )
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Dean Salvatore Sampson★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2005 (21 years)
Registration #
000295700
Postcode
6000
📞 (08) 9388 8099🌐 Website
Advanced Diploma Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Glenn Pirrit★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005467
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Graydon Alexander Hanly★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001002711
Postcode
6000
📞 (02) 8232 3333🌐 Website
Bachelor of Commerce (Money and Banking Finance)Securities & Derivatives Industry Association (SDIA) Accreditation ProgramAccredited Derivatives Adviser Level 2924 Superannuation & Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Graydon Alexander Hanly★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001002711
Postcode
6000
📞 (02) 8232 3333🌐 Website
Bachelor of Commerce (Money and Banking Finance)Securities & Derivatives Industry Association (SDIA) Accreditation ProgramAccredited Derivatives Adviser Level 2924 Superannuation & Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Kylie Watterson-Stocker★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2005 (21 years)
Registration #
001004042
Postcode
6000
📞 (08) 6180 2555🌐 Website
Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark John Lindsay★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
001005885
Postcode
6000
📞 (03) 9906 5000🌐 Website
Accredited Derivatives Adviser Level 2Advanced Diploma of Financial PlanningGraduate Diploma of Applied FinanceEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Matthew Joel Norton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2005 (21 years)
Registration #
000296167
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of BusinessMargin LendingProfessional Diploma in StockbrokingDiploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Maxwell Reinhardt★★★★★ 5 (2 reviews)

FINCHLEY & KENT PTY LTD
RegisteredTax Advice ✓
📍 Level 8/207 Kent St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
000301999
Postcode
6000
🌐 Website
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
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Richard Hinch

LOYALTY FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 level 24/300 Barangaroo Ave, Barangaroo NSW 2000
Experience
Since 2005 (21 years)
Registration #
000344036
Postcode
6000
📞 1300 160 136🌐 Website
Bachelor of Arts (Honours)Self-Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Daniel Keady★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005176
Postcode
6000
📞 (02) 8232 3333🌐 Website
Diploma of Leadership and ManagementDiploma of Financial Services (Financial Planning)Small Superannuation Funds AccreditationEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Sean Daniel Keady★★★ 3.1 (193 reviews)

MACQUARIE EQUITIES LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2005 (21 years)
Registration #
001005176
Postcode
6000
📞 (02) 8232 3333🌐 Website
Diploma of Leadership and ManagementDiploma of Financial Services (Financial Planning)Small Superannuation Funds AccreditationEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Scott Berger★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001004767
Postcode
6000
📞 (03) 9242 4000🌐 Website
Graduate Diploma of Applied Finance924 SuperannuationProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Christopher John Jas★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
001001105
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Accounting and Finance)Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Donelle Anne Parkin

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2006 (20 years)
Registration #
001251886
Postcode
6000
📞 (02) 6249 1555
Diploma Financial Services (Financial Planning) FNS50804FNS60415 Advanced Diploma Financial PlanningGraduate Certificate in Financial PlaninngGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Gareth Anthony Healy★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
001003109
Postcode
6000
📞 1300 471 314🌐 Website
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
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James Tran★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2006 (20 years)
Registration #
000241827
Postcode
6000
📞 (03) 8508 7800🌐 Website
Bachelor of CommerceGraduate Diploma in Financial PlanningSMSF Specialist AccreditationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jenny Rachmat★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000299064
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Kenneth Gregory Tomczak★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001004768
Postcode
6000
📞 (03) 9242 4000🌐 Website
Margin LendingSuperannuationEthics and Professionalism in Financial AdviceClient Engagement Skills
SuperannuationSecuritiesGovernment Debentures
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Michael Stanley Carter

CPS CAPITAL GROUP PTY LTD
Registered
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
001003772
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsFASEA Exam
Securities
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Paul Gregory Blake★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2006 (20 years)
Registration #
000327528
Postcode
6000
📞 1800 455 118🌐 Website
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsIncome Tax Law7269AFE/7815AFE Ethics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Pitchaporn Curry★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001004676
Postcode
6000
📞 1800 331 685🌐 Website
Bachelor of business and electronic commerceMaster of commerce (international business)Advanced diploma of financial services (financial planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Renato Andre Pedretti★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
001006183
Postcode
6000
📞 (02) 9238 1238🌐 Website
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
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Ryan Newman Marriott★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2006 (20 years)
Registration #
001001614
Postcode
6000
📞 (03) 9256 8700🌐 Website
Graduate Diploma in Applied Finance & InvestmentLevel 1 Accredited Derivatives AdviserLevel 2 Accredited Derivatives AdviserFinancial Services Tier 1 Compliance Program
SecuritiesDerivativesGovernment Debentures
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Serena West

MBS ADVICE LICENCE PTY LTD
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2006 (20 years)
Registration #
000308940
Postcode
6000
📞 1300 100 722🌐 Website
Bachelor of EconomicsAdvanced Diploma of Financial ServicesLife Risk SpecialistEthics and Professionalism in Financial Advice
SuperannuationLife Insurance
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Simone Elizabeth Kerr★★★★★ 5 (2 reviews)

FLINDERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/179 St Georges Terrace, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
000305135
Postcode
6000
📞 (08) 9483 0755🌐 Website
Bachelor of CommerceDiploma of Financial PlanningFASEA ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Stephen Catania

MATRIX PLANNING SOLUTIONS LIMITED
RegisteredTax Advice ✓
📍 level 8/309/315 George St, Sydney NSW 2000
Experience
Since 2006 (20 years)
Registration #
000304481
Postcode
6000
📞 1300 663 334🌐 Website
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
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Valentina Georgiadis★★★★★ 4.8 (8 reviews)

SENTINEL FINANCIAL GROUP PTY LTD
Registered
📍 Forrest Centre, Level 21/221 St Georges Terrace, Perth WA 6000
Experience
Since 2006 (20 years)
Registration #
001250003
Postcode
6000
📞 (08) 9225 0000🌐 Website
Bachelor CommerceDiploma of Financial Planning
SecuritiesDerivatives
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Andrew Terence Hough★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001562
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of Business (Economics & Management)SDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 1Margin Lending and Geared Investments
SecuritiesDerivativesGovernment Debentures
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Bianca Jane Hogan★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001257130
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Marketing)Diploma of Financial PlanningCertified Financial PlannerMargin Lending Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Craig Douglas Whitehead★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000303170
Postcode
6000
📞 (03) 9242 4000🌐 Website
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMargin LendingProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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Daniel Farrall★★★★★ 4.8 (8 reviews)

SENTINEL FINANCIAL GROUP PTY LTD
Registered
📍 Forrest Centre, Level 21/221 St Georges Terrace, Perth WA 6000
Experience
Since 2007 (19 years)
Registration #
001006737
Postcode
6000
📞 (08) 9225 0000🌐 Website
Stockbrokers AccreditationAccredited Derivatives Adviser Level 2
SecuritiesDerivatives
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Grant Philip Treen★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2007 (19 years)
Registration #
000414779
Postcode
6004
📞 0450 737 737🌐 Website
Bachelor of Business (Information Systems)Graduate Certificate in Applied Finance and InvestmentDiploma of Financial ServicesAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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James Carl Ramsay★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
001001772
Postcode
6000
📞 (03) 9256 8700🌐 Website
RMIT/SDIA Superannuation ModuleSDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 1Accredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment Debentures
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Matthew Gavin Battye★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2007 (19 years)
Registration #
000321927
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce and EconomicsMargin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Naomi Francesca Mee-Martino

GODFREY PEMBROKE GROUP PTY LTD
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2007 (19 years)
Registration #
000338544
Postcode
6000
📞 (02) 6249 1555
Bachelor of Arts (Economics)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Nera Jareb★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001003111
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning) FNS60404Certified Financial Planner (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rachael Green★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2007 (19 years)
Registration #
001006035
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of BusinessCertified Financial Planner CertificationSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Robert Geoffrey Perks-Hewitt★★★★★ 5 (3 reviews)

FIFTH AVENUE FINANCE GROUP (WA) PTY LTD
Registered
📍 Level 11/125 St Georges Terrace, Perth WA 6000
Experience
Since 2007 (19 years)
Registration #
001274551
Postcode
6000
📞 (08) 9388 8868
Diploma Financial Planning LIFE INSURANCEDiploma Financial PlanningDiploma Financial Planning GENERAL INSURANCEDiploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Ryan Stewart★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2007 (19 years)
Registration #
001001841
Postcode
6000
📞 (08) 9268 2888🌐 Website
ASX Accredited Derivative AdviserFPC002B Ethics and Professionalism in Financial Advice
SecuritiesGovernment DebenturesRSA Products
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Angela Nicole Dignam★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000315019
Postcode
6000
📞 (08) 9267 3444
Kaplan Education Pty LtdAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAssociation of Financial Advisers (AFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Angela Nicole Dignam★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000315019
Postcode
6000
📞 (08) 9267 3444
Kaplan Education Pty LtdAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAssociation of Financial Advisers (AFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Angela Nicole Dignam★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000315019
Postcode
6000
📞 (08) 9267 3444
Kaplan Education Pty LtdAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAssociation of Financial Advisers (AFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Anna Brady★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001006503
Postcode
6000
📞 1300 138 848🌐 Website
Margin Lending And Geared InvestmentsSMSF AccreditationEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bradley Paul Wira★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001003042
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Cameron John Aldus★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2008 (18 years)
Registration #
000329725
Postcode
6000
📞 0450 737 737🌐 Website
Diploma of Business (Banking and Finance)SMSF Specialist AdviserBachelor of Commerce (Financial Planning)FPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Hamish Gow★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000312703
Postcode
6000
📞 (08) 9267 3444
Bachelor of Business (Accounting)Chartered AccountantGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Hamish Gow★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000312703
Postcode
6000
📞 (08) 9267 3444
Bachelor of Business (Accounting)Chartered AccountantGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Charles Hamish Gow★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000312703
Postcode
6000
📞 (08) 9267 3444
Bachelor of Business (Accounting)Chartered AccountantGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Damien Warner★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001005783
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation ProgramFinancial Services Institute of Australasia (FINSIA)
Securities
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David Wallace★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005363
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate Diploma
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Edward Peter Trembath★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001001950
Postcode
6000
📞 (03) 9242 4000🌐 Website
Diploma of Financial MarketsSDIA Accreditation Program AssessmentMargin Lending and Geared InvestmentsFinancial Adviser Exam
SecuritiesGovernment Debentures
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Glen Philip Sumner

FITZPATRICKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001004842
Postcode
6000
📞 (02) 9248 8000🌐 Website
Diploma of Financial PlanningMargin Lending and Geared InvestmentsBachelor of Business (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Grant Matthew Teakle★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
000325467
Postcode
6000
📞 1300 471 314🌐 Website
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
RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Experience
Since 2008 (18 years)
Registration #
000325927
Postcode
6000
📞 (02) 6249 1555
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★★★★ 3.7 (3 reviews)

COOPER PARTNERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/216 St Georges Terrace, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
001000438
Postcode
6000
📞 (08) 6311 6900🌐 Website
Bachelor of CommerceGraduate Diploma of Chartered AccountingSMSF Specialist Advisor CourseEthics and Professionalism in Financial Advice
Superannuation
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Melissa Maria Davidowitz★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001001895
Postcode
6000
📞 (03) 9242 4000🌐 Website
SDIA Accreditation Program AssessmentMargin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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Michelle Cherie Saunders★★★★ 3.7 (3 reviews)

COOPER PARTNERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/216 St Georges Terrace, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
001000435
Postcode
6000
📞 (08) 6311 6900🌐 Website
Bachelor of CommerceGraduate Diploma of Chartered AccountingSMSF Specialist Advisor CourseEthics and Professionalism in Financial Advice
Superannuation
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Paul Christopher Ferrante★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001235559
Postcode
6000
📞 1800 331 685🌐 Website
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★★★ 3 (4 reviews)

INDUSTRY FUND SERVICES LIMITED
RegisteredTax Advice ✓
📍 l27/360 Elizabeth St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005980
Postcode
6000
📞 1300 138 848🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
001254347
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of ScienceGraduate Diploma of Applied FinanceMargin Lending Accreditation ProgramProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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Shaun Siew Ian Au★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001005965
Postcode
6000
📞 1300 847 434🌐 Website
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★★★★★ 5 (30 reviews)

PRIVATE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Ground Floor/22 Delhi St, West Perth WA 6005
Experience
Since 2008 (18 years)
Registration #
001002361
Postcode
6000
📞 (08) 6163 6100🌐 Website
Bachelor Commerce Accounting & FinanceGraduate Diploma Chartered AccountantDiploma of Financial ServicesMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Perry★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
Registered
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2008 (18 years)
Registration #
001005682
Postcode
6005
📞 (07) 3334 4888🌐 Website
BACHELOR OF MANAGEMENTGRADUATE DIPLOMA OF FINANCIAL PLANNINGMARGIN LENDING ACCREDITATION PROGRAMEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Thanh Diem Ly★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2008 (18 years)
Registration #
001232960
Postcode
6000
📞 1800 501 204🌐 Website
Diploma of ManagementBachelor of Commerce (Financial Planning)Margin Lending & Geared InvestmentsFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Kendall★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2008 (18 years)
Registration #
001004762
Postcode
6000
📞 (03) 9242 4000🌐 Website
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
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
001003778
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsFASEA Exam
Securities
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Timothy Reginald Gerald Avery★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2008 (18 years)
Registration #
001002597
Postcode
6000
📞 (08) 9388 8099🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2009 (17 years)
Registration #
001003750
Postcode
6000
📞 13 22 65🌐 Website
AFMAAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Craig Edward Butler★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001003107
Postcode
6000
📞 1800 501 204🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2009 (17 years)
Registration #
000326026
Postcode
6000
📞 (03) 9328 3900
Bachelor of ScienceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Nairoli Anne Roberts★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2009 (17 years)
Registration #
001233791
Postcode
6000
📞 1800 501 204🌐 Website
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★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
Is this you? Claim this listing →

Timothy Douglas Cottee★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2009 (17 years)
Registration #
001005684
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000383914
Postcode
6000
📞 (02) 9178 0700🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000383699
Postcode
6000
📞 (02) 9248 8000🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001000756
Postcode
6000
📞 (03) 9256 8700🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001008111
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★★ 4 (4 reviews)

WESTAR CAPITAL LIMITED
Registered
📍 216 St Georges Terrace, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
001005688
Postcode
6000
📞 (08) 6268 2688🌐 Website
Bachelor of EconomicsAccredited Derivatives Adviser Level 1Diploma of Financial Services
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Chester Denholm Selby Tulloch★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001008382
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
001002330
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 4.7 (16 reviews)

ALETHIA PARTNERS PTY LTD
RegisteredTax Advice ✓
📍 Level 1/55 Salvado Rd, Subiaco WA 6008
Experience
Since 2010 (16 years)
Registration #
000344255
Postcode
6000
📞 (08) 9387 5637🌐 Website
Bachelor of Commerce (Business Law)Graduate Diploma of Financial PlanningGraduate Certificate in Australian Migration Law and PracticeMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Garth Karl Hopkinson★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001006403
Postcode
6000
📞 (03) 9242 4000🌐 Website
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★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2010 (16 years)
Registration #
001008471
Postcode
6000
📞 1800 455 118🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000382652
Postcode
6000
📞 (02) 8216 6300🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001001917
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of Commerce (Economics & Finance)Graduate Diploma in Financial PlanningAccredited Derivatives Adviser Level 1Margin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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Ian Michael Mcrae

TOGETHR FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 Level 12/330 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000277138
Postcode
6000
📞 1300 275 813🌐 Website
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★★★★ 3.7 (3 reviews)

COOPER PARTNERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 15/216 St Georges Terrace, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
001000382
Postcode
6000
📞 (08) 6311 6900🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
Superannuation
Is this you? Claim this listing →

John Paul Rowbottam★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
001003038
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of CommerceFNS60404 Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramLRS
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jonathan David Cross★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001003755
Postcode
6000
📞 13 22 65🌐 Website
Bachelor DegreeAFMAAustralian Financial Markets Association (AFMA)
Foreign Exchange
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Ka Ming Kwok

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000361149
Postcode
6000
📞 (03) 9209 9777🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
000344038
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceCertified Financial PlannerTASA and the TPB Code of Professional ConductEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Mark Lester Cabusi★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2010 (16 years)
Registration #
001241947
Postcode
6000
📞 (03) 9906 5000🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
001001662
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2010 (16 years)
Registration #
000344175
Postcode
6000
📞 (03) 9328 3900
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2010 (16 years)
Registration #
001001661
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2010 (16 years)
Registration #
000345732
Postcode
6000
📞 (07) 0000 0036🌐 Website
Bachelor of Commerce (Economics)Master of FinanceDiploma of Financial Services (Financial Planning)Master of Accounting
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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Adam Mcredmond★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
000386598
Postcode
6000
📞 (08) 9388 8099🌐 Website
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
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Alan Chung★ 1 (1 reviews)

HILLROSS FINANCIAL SERVICES LIMITED
RegisteredTax Advice ✓
📍 Court 4/33 Alfred St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
001003422
Postcode
6000
📞 1800 445 767🌐 Website
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Andrea Louise Morgan★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2011 (15 years)
Registration #
000404960
Postcode
6000
📞 (07) 3334 4888🌐 Website
Tier 1 Adviser Compliance Solution
SuperannuationSecuritiesGovernment Debentures
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Andrew Peter George★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001003440
Postcode
6000
📞 1800 813 327🌐 Website
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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Andrew Scott Green★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
RegisteredTax Advice ✓
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2011 (15 years)
Registration #
000409539
Postcode
6000
📞 (02) 8216 6300🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001002897
Postcode
6000
📞 13 22 65🌐 Website
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★★★★★ 5 (2 reviews)

FLINDERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/179 St Georges Terrace, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
000398502
Postcode
6000
📞 (08) 9483 0755🌐 Website
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
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James Dempsey★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001005473
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeAccredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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James John Gatti★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
001004549
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceAccredited Derivatives Adviser Level 1 and 2Commercial LawMargin Lending Specialist
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Leanne Martinez★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
001003829
Postcode
6000
📞 (08) 9267 3444
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew William Luckley★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001002874
Postcode
6000
📞 13 22 65🌐 Website
AFMAAustralian Financial Markets Association (AFMA)
DerivativesForeign Exchange
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Michael Steven Vrankovich★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
000410181
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Richard Gardner★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
001001842
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceRG146 Securities & Managed InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SecuritiesGovernment DebenturesRSA Products
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Robert James Zammit★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
001001103
Postcode
6000
📞 (08) 9261 9100🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2011 (15 years)
Registration #
001004691
Postcode
6000
📞 1300 847 434🌐 Website
Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningMaster of Applied FinanceGraduate Diploma in Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Timothy Patrick Sullivan★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2011 (15 years)
Registration #
000410914
Postcode
6000
📞 (08) 9388 8099🌐 Website
Bachelor DegreeApplied FinanceDiplomaCFP- Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Adam Mark Moiler★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000426353
Postcode
6000
📞 1300 732 266🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001005990
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceCore 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation ProgramEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Bruce Andrew Stuart Cooper★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2012 (14 years)
Registration #
000422558
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Accounting ScienceDiploma in Financial PlanningAdvanced Diploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Clint Groenmeyer★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2012 (14 years)
Registration #
001234886
Postcode
6000
📞 1300 471 314🌐 Website
MLC 101 Business LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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David Lee White★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001003108
Postcode
6000
📞 1300 732 266🌐 Website
Diploma of Financial Services (Financial Planning)928S Margin LendingSelf-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hugh Hagen★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001006019
Postcode
6000
📞 (03) 9242 4000🌐 Website
SDIA Accreditation Program AssessmentMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingAccredited Derivatives Adviser Level 2 Exam
SecuritiesDerivativesGovernment Debentures
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Jamie Ronald Gibson★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
000418028
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001000698
Postcode
6000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001006366
Postcode
6000
📞 (02) 9178 0700🌐 Website
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
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Kim To Nga Nguyen★★★★★ 5 (482 reviews)

FINANCIAL INDEX AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level-14/333 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000418026
Postcode
6000
🌐 Website
Bachelor of Commerce (Banking & Finance)Diploma of Financial PlanningCertified Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Kim To Nga Nguyen★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000418026
Postcode
6000
📞 (03) 9292 0101🌐 Website
Bachelor of Commerce (Banking & Finance)Diploma of Financial PlanningCertified Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lawrence Peter Bartell★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001000747
Postcode
6000
📞 (03) 9256 8700🌐 Website
Diploma of Financial Services 2Margin Lending Accreditation ProgramAccredited Derivatives AdvserAccredited Derivatives Adviser Level 2
SecuritiesDerivativesGovernment Debentures
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Paul Williams★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
001005495
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeDiploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 1 & 2Foreign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Robert Gordon Kenny★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001003032
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Financial Planning)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Ryan Scherini★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2012 (14 years)
Registration #
000415255
Postcode
6000
📞 1300 847 434🌐 Website
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★★ 2 (21 reviews)

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
RegisteredTax Advice ✓
📍 Level 22/388 George St, Sydney NSW 2000
Experience
Since 2012 (14 years)
Registration #
001005972
Postcode
6000
📞 1300 650 873🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/71 Queens Rd, Melbourne VIC 3004
Experience
Since 2012 (14 years)
Registration #
000415902
Postcode
6000
📞 (03) 9328 3900
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★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2012 (14 years)
Registration #
001003355
Postcode
6000
📞 1800 455 118🌐 Website
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
RegisteredTax Advice ✓
📍 309 Hay St, Subiaco WA 6008
Experience
Since 2013 (13 years)
Registration #
000432949
Postcode
6000
📞 (08) 6380 1400🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001006259
Postcode
6000
📞 (03) 9242 4000🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
000441661
Postcode
6000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
000448152
Postcode
6000
📞 (02) 9248 8000🌐 Website
(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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001002729
Postcode
6000
📞 (03) 9906 5000🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001005417
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceMargin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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Hien Le★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2013 (13 years)
Registration #
001003343
Postcode
6000
📞 1300 471 314🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2013 (13 years)
Registration #
000439055
Postcode
6000
📞 1300 100 722🌐 Website
DiplomaAdvanced Diploma Of Financial PlanningDFP5v3 Tax for Financial AdvisingTASACLv1Commercial Law
SuperannuationLife Insurance
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Jodi Deborah Escudier★★★★ 4.1 (18 reviews)

FINDEX ADVICE SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 42/600 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001235164
Postcode
6000
📞 (03) 9292 0101🌐 Website
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★★★★ 4.5 (12 reviews)

NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/88 William St, Perth WA 6000
Experience
Since 2013 (13 years)
Registration #
000444059
Postcode
6000
📞 (08) 9463 2463🌐 Website
Advanced Diploma of Financial PlanningBachelor of BusinessCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Masautso Mukokweza★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2013 (13 years)
Registration #
000462796
Postcode
6000
📞 1300 471 314🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2013 (13 years)
Registration #
001005555
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor DegreeGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Warwick Thomas Bird

FITZPATRICKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2013 (13 years)
Registration #
001002789
Postcode
6000
📞 (02) 9248 8000🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Abdallah Bilal★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001003113
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★★ 5 (3 reviews)

FINANCIAL PATHFINDERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/55 St Georges Terrace, Perth WA 6000
Experience
Since 2014 (12 years)
Registration #
000462210
Postcode
6000
📞 (08) 9213 9699🌐 Website
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★★★★★ 5 (2 reviews)

FLINDERS FINANCIAL SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Level 2/179 St Georges Terrace, Perth WA 6000
Experience
Since 2014 (12 years)
Registration #
000452911
Postcode
6000
📞 (08) 9483 0755🌐 Website
Bachelor of ScienceDiploma of Financial Services (Financial Planning)SMSF Specialist AdvisorFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Michael Warren★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001264715
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceMaster of Applied FinanceMaster of Applied FinanceMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Donald Benjaman Bell★★★★★ 5 (108 reviews)

CHARTER FINANCIAL PLANNING LIMITED
RegisteredTax Advice ✓
📍 Suite 11/409 New South Head Rd, Double Bay NSW 2028
Experience
Since 2014 (12 years)
Registration #
001002778
Postcode
6000
📞 1800 455 118🌐 Website
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★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2014 (12 years)
Registration #
001246901
Postcode
6000
📞 (08) 6180 2555🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Hosna Jamal★★★ 3.1 (544 reviews)

H.E.S.T. AUSTRALIA LTD.
RegisteredTax Advice ✓
📍 2 Lonsdale St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000442786
Postcode
6000
📞 1800 813 327🌐 Website
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★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2014 (12 years)
Registration #
000457838
Postcode
6000
📞 0450 737 737🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2014 (12 years)
Registration #
000468452
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
000454717
Postcode
6000
📞 1300 847 434🌐 Website
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Certificate in Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew James Parker★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2014 (12 years)
Registration #
001005705
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of LawsGraduate Diploma of Financial Planning
SecuritiesGovernment DebenturesRSA Products
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Rudy Leong★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001008125
Postcode
6000
📞 1800 331 685🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2014 (12 years)
Registration #
001001287
Postcode
6000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 Level 6/107 Mount St, North Sydney NSW 2060
Experience
Since 2014 (12 years)
Registration #
000462949
Postcode
6000
📞 1300 100 722🌐 Website
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★ 1 (1 reviews)

PROFESSIONAL INVESTMENT SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Cnr Bundall Road & Slatyer Avenue, Level 14,Corporate Centre One, Bundall QLD 4217
Experience
Since 2014 (12 years)
Registration #
000454654
Postcode
6000
📞 (07) 5574 0244
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2014 (12 years)
Registration #
001001252
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceDiploma of Financial Markets
SecuritiesGovernment DebenturesRSA Products
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Timothy Monteleone★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2014 (12 years)
Registration #
001005524
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceBachelor of EconomicsAccredited Derivatives Adviser Level 1 & Level 2Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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Aaron George Wain★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001234038
Postcode
6000
📞 1800 331 685🌐 Website
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★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2015 (11 years)
Registration #
001232729
Postcode
6000
📞 (08) 6180 2555🌐 Website
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★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2015 (11 years)
Registration #
001238232
Postcode
6000
📞 1300 471 314🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFChFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Daniel Peter Jones★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001235502
Postcode
6000
📞 1800 331 685🌐 Website
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
RegisteredTax Advice ✓
📍 251 Adelaide Terrace, Perth WA 6000
Experience
Since 2015 (11 years)
Registration #
000472166
Postcode
6000
📞 (08) 9225 5899
Bachelor of CommerceBachelor of CommerceBachelor of ScienceDiploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jason D'Costa★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001008985
Postcode
6000
📞 1800 331 685🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001249086
Postcode
6000
📞 (03) 9256 8700🌐 Website
Margin Lending & Geared InvestmentsCore 1 Securities & Managed Investments Accreditation Program
SecuritiesGovernment Debentures
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Mitchell James Munro★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001000384
Postcode
6000
📞 1800 331 685🌐 Website
Bachelor of ScienceDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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Mu Chen Sun★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001002127
Postcode
6000
📞 1800 331 685🌐 Website
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★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2015 (11 years)
Registration #
001004860
Postcode
6000
📞 (08) 6180 2555🌐 Website
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★★★ 2.6 (21 reviews)

GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
RegisteredTax Advice ✓
📍 Collins Square, Tower 5, 22/727 Collins St, Docklands VIC 3008
Experience
Since 2015 (11 years)
Registration #
001235708
Postcode
6000
📞 (03) 8320 2222🌐 Website
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★★★★ 4.2 (91 reviews)

UNISUPER MANAGEMENT PTY. LTD.
RegisteredTax Advice ✓
📍 1/385 Bourke St, Melbourne VIC 3000
Experience
Since 2015 (11 years)
Registration #
001002151
Postcode
6000
📞 1800 331 685🌐 Website
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★★★★★ 4.8 (21 reviews)

BELLWETHER FINANCIAL GROUP PTY LTD
RegisteredTax Advice ✓
📍 Exchange Tower, Level 20/2 The Esplanade, Perth WA 6000
Experience
Since 2015 (11 years)
Registration #
000292455
Postcode
6000
📞 (08) 9225 4462🌐 Website
Diploma in Technical AnalysisAdvanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Applied Finance and Investment (SIA/FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Steven Roberts★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2015 (11 years)
Registration #
001234320
Postcode
6000
📞 0450 737 737🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2015 (11 years)
Registration #
001233894
Postcode
6000
📞 (02) 9238 1238🌐 Website
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★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240346
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor of CommerceBachelor of EconomicsAdvanced Diploma of Financial PlanningForeign Exchange Accreditation Program
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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Blair Spaulding★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001249745
Postcode
6000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Applied FinanceGraduate Diploma of Financial Planning
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Justin Chong★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2016 (10 years)
Registration #
001246053
Postcode
6000
📞 (03) 8508 7800🌐 Website
Bachelor of Commerce (Economics & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lauren Ashleigh Walker★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001245413
Postcode
6000
📞 (03) 9242 4000🌐 Website
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMasters of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Louisa Jane Merry★★★ 3.1 (60 reviews)

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
RegisteredTax Advice ✓
📍 833 Collins St, Docklands VIC 3008
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
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Mason King

CPS CAPITAL GROUP PTY LTD
Registered
📍 Level 41/108 St Georges Terrace, Perth WA 6000
Experience
Since 2016 (10 years)
Registration #
001256505
Postcode
6000
📞 (08) 9223 2222🌐 Website
Bachelor of CommerceRG 146FASEA ExamGraduate Diploma of Financial Planning
Securities
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Mason Paul Brown★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001245167
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Finance and Accounting)Margin LendingAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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Nathan Stuart

WEALTH PLUS SOLUTIONS PTY LTD
RegisteredTax Advice ✓
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2016 (10 years)
Registration #
001247598
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Accounting)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Philip Peter Lemon★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001240126
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of FinanceDiploma of Financial PlanningMargin Lending and SkillsEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
Is this you? Claim this listing →

Radhika Janumpally★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2016 (10 years)
Registration #
001250197
Postcode
6000
📞 1300 471 314🌐 Website
Master of FinanceDiploma of Financial Services (Financial Planning)Tax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Scott James Mcalees★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2016 (10 years)
Registration #
001241709
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Snigdhadeb Basak★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2016 (10 years)
Registration #
001247599
Postcode
6000
📞 1300 471 314🌐 Website
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Susan O'Connor

SUSAN O'CONNOR
RegisteredTax Advice ✓
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2016 (10 years)
Registration #
001250575
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Financial Planning)5 unit CFP Certification ProgramSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Zongqi Xie

INTERPRAC FINANCIAL PLANNING PTY LTD
RegisteredTax Advice ✓
📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
Experience
Since 2016 (10 years)
Registration #
001245920
Postcode
6000
📞 (03) 9209 9777🌐 Website
Bachelor of Commerce (Accounting)Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Abhishek Sheth

BRIDGES FINANCIAL SERVICES PTY LIMITED
RegisteredTax Advice ✓
📍 Level 21/252 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001255020
Postcode
6000
📞 (02) 9178 0700🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001259808
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceChartered AccountantEthics and Professionalism in Financial AdviceSuperannuation and Retirement Advice
SuperannuationSecurities
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Bryce Alan Wild★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2017 (9 years)
Registration #
001256168
Postcode
6000
📞 (08) 9388 8099🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001259713
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Accounting and Taxation)Tier 1 Margin LendingTier 1 Securities and Managed InvestmentsEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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Daniel Koong Seng Chiew★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001259534
Postcode
6000
📞 (07) 0000 0036🌐 Website
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
RegisteredTax Advice ✓
📍 1st Floor/2 Victoria St, Midland WA 6056
Experience
Since 2017 (9 years)
Registration #
001256866
Postcode
6000
📞 0417 021 101🌐 Website
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
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260159
Postcode
6000
📞 (02) 9248 8000🌐 Website
Master of Business Administration928 Margin LendingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Giuliano Vinci★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2017 (9 years)
Registration #
001245425
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001258979
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of CommerceFNS50611 Diploma of Financial Planning5 unit CFP Certification ProgramAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Carr-Jones★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001252120
Postcode
6000
📞 (03) 9256 8700🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001252118
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of ArtsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Nancy Vos★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2017 (9 years)
Registration #
001257513
Postcode
6000
📞 1300 471 314🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Neket Shah★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2017 (9 years)
Registration #
001253524
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of Commerce (Banking and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Rohan John Dalziell★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
Registered
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260518
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceBachelor of EconomicsCertified Practicing Accountants ProgramMargin Lending Accreditation Program
SuperannuationSecurities
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Sarah Kate Illarietti★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001260161
Postcode
6000
📞 1300 732 266🌐 Website
Bachelor of Commerce (Accounting and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Shahrul Azmir Hj Shahriman★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001251196
Postcode
6000
📞 13 22 65🌐 Website
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
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Tyler Sebastian Hurley★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2017 (9 years)
Registration #
001254302
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★★ 4.8 (56 reviews)

ORD MINNETT LIMITED
Registered
📍 Level 18/225 George St, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001253393
Postcode
6000
📞 (02) 8216 6300🌐 Website
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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Wade Paul Robinson★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2017 (9 years)
Registration #
001252184
Postcode
6000
📞 1300 847 434🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2017 (9 years)
Registration #
001252119
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Alia Marie Ashe★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001263461
Postcode
6000
📞 1300 471 314🌐 Website
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★★★★ 4.3 (8 reviews)

SHARTRU WEALTH MANAGEMENT PTY LTD
RegisteredTax Advice ✓
📍 Unit 2/14 Macquarie St, Belmont NSW 2280
Experience
Since 2018 (8 years)
Registration #
001271837
Postcode
6000
📞 1300 478 424🌐 Website
Bachelor of Accounting (Commerce)CADiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Brandon Oosthuizen★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269801
Postcode
6000
📞 (03) 9242 4000🌐 Website
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
RegisteredTax Advice ✓
📍 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272327
Postcode
6000
📞 (02) 8036 6490🌐 Website
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★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2018 (8 years)
Registration #
001270551
Postcode
6000
📞 (07) 3334 4888🌐 Website
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★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270692
Postcode
6000
📞 (08) 6180 2555🌐 Website
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★★★★★ 5 (3 reviews)

FINANCIAL PATHFINDERS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/55 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001265615
Postcode
6000
📞 (08) 9213 9699🌐 Website
Diploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Dawn Phillipper Partridge★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001267105
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor of Business (Finance)Diploma of Financial PlanningDFP5v3 Tax for Financial AdvisingMaster of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Edward Anthony Eyles★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269660
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001263867
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceCPA Program Professional LevelCertified AccountantFPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Hugo Mcchesney★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001267268
Postcode
6000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Financial Planning
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Jack Alexander Prendiville★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001271102
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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Jacob Hovitch Goddard

AUSTRALIAN FSL PTY LTD
RegisteredTax Advice ✓
📍 1st Floor/2 Victoria St, Midland WA 6056
Experience
Since 2018 (8 years)
Registration #
001268589
Postcode
6000
📞 0417 021 101🌐 Website
Bachelor of Commerce (Finance and Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jake Michael Solomon★★★★★ 5 (2 reviews)

ARGONAUT SECURITIES PTY LIMITED
Registered
📍 Level 16/9 The Esplanade, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001272123
Postcode
6000
📞 (08) 9224 6888🌐 Website
Bachelor of CommerceDiploma of Financial PlanningCPAFPC002B
SuperannuationSecurities
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James Paul Zhe Xiang Liew

FITZPATRICKS PRIVATE WEALTH PTY LTD
RegisteredTax Advice ✓
📍 Level 9/10 Spring St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272388
Postcode
6000
📞 (02) 9248 8000🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001271101
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceDesignated Trade RepresentativeGraduate Diploma of Financial Planning
SecuritiesGovernment DebenturesRSA Products
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Jessica Fei-Keng Chen★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
Registered
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
000253895
Postcode
6000
📞 1800 501 204🌐 Website
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★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270695
Postcode
6000
📞 (08) 6180 2555🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270426
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
RegisteredTax Advice ✓
📍 3/30 Hickson Rd, Millers Point NSW 2000
Experience
Since 2018 (8 years)
Registration #
001272989
Postcode
6000
📞 1800 062 134🌐 Website
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★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001271006
Postcode
6000
📞 (07) 0000 0036🌐 Website
Bachelor of CommerceChartered Accountants Program / Graduate Diploma (CA)Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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Laura Smillie★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001265917
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001269802
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Lucas Jordan Ntoumenopoulos★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270868
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of ScienceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Matthew Brian Evans★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001272162
Postcode
6000
📞 1300 471 314🌐 Website
Bachelor of BusinessTier 1 Managed InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Natasha Soedhardji★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269367
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001269866
Postcode
6000
📞 (03) 9256 8700🌐 Website
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★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2018 (8 years)
Registration #
001269352
Postcode
6000
📞 (02) 8232 3333🌐 Website
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001273074
Postcode
6000
📞 13 22 65🌐 Website
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001270747
Postcode
6000
📞 (08) 9261 9100🌐 Website
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★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001263846
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceFASEA ExamGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Scott Allison★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2018 (8 years)
Registration #
001268815
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor Of Commerce (Finance and Economics)Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Thomas Rutter★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2018 (8 years)
Registration #
001271604
Postcode
6000
📞 0450 737 737🌐 Website
Bachelor of ArtsDiploma of Financial Planning (FNS50615)FPC008Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Thomas William Shackles★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001271363
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor Of CommerceTaxation unitADA Levels 1 & 2Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Xi Ryan Li★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2018 (8 years)
Registration #
001269366
Postcode
6000
📞 (08) 9268 2888🌐 Website
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★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2019 (7 years)
Registration #
001277949
Postcode
6000
📞 (08) 9261 9100🌐 Website
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
RegisteredTax Advice ✓
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★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2021 (5 years)
Registration #
001284028
Postcode
6000
📞 13 22 65🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2022 (4 years)
Registration #
001293073
Postcode
6000
📞 (02) 9238 1238🌐 Website
ADA Level 1ADA Level 2Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationSecuritiesDerivatives
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Zachary Marcus Vinten★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2022 (4 years)
Registration #
001292367
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Avril Claire Liljekvist★★★★ 4.5 (12 reviews)

NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD
RegisteredTax Advice ✓
📍 Level 4/88 William St, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001302645
Postcode
6000
📞 (08) 9463 2463🌐 Website
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Bryn David Evans★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001298001
Postcode
6000
📞 (08) 9388 8099🌐 Website
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★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001296092
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of Commerce (Applied Finance and Commercial Law)Graduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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Dinith Gaveshana Basnayake★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001301227
Postcode
6000
📞 1300 471 314🌐 Website
MLC301 Principles of Income Tax LawBachelor of CommerceDiploma of Financial PlanningMLC707 Business Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Jaarod Allen Daaron Holmes★★★★ 4.5 (8 reviews)

MORGANS FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Experience
Since 2023 (3 years)
Registration #
001299281
Postcode
6000
📞 (07) 3334 4888🌐 Website
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Joshua Goran Kwan★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001299279
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Economics and Finance)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Lachlan Alexander Booth★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001299280
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Economics (single major), Marketing)Graduate Diploma of Financial PlanningTax and Commercial Law for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Lei Fu★★★★★ 5 (2 reviews)

ARGONAUT SECURITIES PTY LIMITED
Registered
📍 Level 16/9 The Esplanade, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001299766
Postcode
6000
📞 (08) 9224 6888🌐 Website
Graduate Diploma of Financial Planning
Securities
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Murteza Behrami★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2023 (3 years)
Registration #
001298237
Postcode
6000
📞 1300 847 434🌐 Website
Bachelor of Commerce (Finance)FOC002B Ethics and Professionalism in Financial AdviceM669 Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Seth Edward Caelan Dobson★★★★★ 5 (2 reviews)

ARGONAUT SECURITIES PTY LIMITED
Registered
📍 Level 16/9 The Esplanade, Perth WA 6000
Experience
Since 2023 (3 years)
Registration #
001306021
Postcode
6000
📞 (08) 9224 6888🌐 Website
Graduate Diploma of Financial Planning
Securities
Is this you? Claim this listing →

Taylor Chircop★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001297434
Postcode
6000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
Is this you? Claim this listing →

Xue Meng Sherman Chua★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2023 (3 years)
Registration #
001298848
Postcode
6000
📞 (02) 9238 1238🌐 Website
Graduate Diploma of Financial Planning
Securities
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Andrea Leigh Stockdale★★★ 2.8 (198 reviews)

NATIONAL AUSTRALIA BANK LIMITED
Registered
📍 330 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304009
Postcode
6000
📞 13 22 65🌐 Website
Bachelor of BusinessGraduate Diploma of Financial Planning
Foreign Exchange
Is this you? Claim this listing →

Jacob Coulson★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Registered
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001304519
Postcode
6000
📞 (03) 9242 4000🌐 Website
Financial Adviser ExamGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
Is this you? Claim this listing →

James Eason★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001304488
Postcode
6000
📞 1800 501 204🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Jye Bolton★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2024 (2 years)
Registration #
001298766
Postcode
6000
📞 (08) 9268 2888🌐 Website
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
Is this you? Claim this listing →

Kwang Loong Wee★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001304444
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of Commerce (Finance and Management)Master of AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Philip William Benson★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001310069
Postcode
6000
📞 1300 732 266🌐 Website
Bachelor of ScienceGraduate Diploma of Financial PlanningIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Piers George Egerton-Warburton★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001307566
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce / Bachelor of Communications and MediaFinancial Adviser ExamGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
Is this you? Claim this listing →

Riley Jay Brighouse★★★★★ 5 (30 reviews)

PRIVATE WEALTH ADVISORY PTY LTD
Registered
📍 Ground Floor/22 Delhi St, West Perth WA 6005
Experience
Since 2024 (2 years)
Registration #
001304320
Postcode
6000
📞 (08) 6163 6100🌐 Website
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Robert Gibbs★★★★ 4.5 (17 reviews)

SHAW AND PARTNERS LIMITED
RegisteredTax Advice ✓
📍 Chifley Tower, Level 7/2 Chifley Square, Sydney NSW 2000
Experience
Since 2024 (2 years)
Registration #
001306267
Postcode
6000
📞 (02) 9238 1238🌐 Website
Bachelor of CommerceMaster of Business AdministrationMaster of Science (Mineral and Energy Economics)Graduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
Is this you? Claim this listing →

Susan (Su) Cheng★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001308251
Postcode
6000
📞 (03) 9242 4000🌐 Website
Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

William Lloyd Kohlen★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2024 (2 years)
Registration #
001307565
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brandon Gary Schafer★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001307497
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of Commerce (Double Major in Accounting & Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Georgia Horton★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001314419
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Commerce (Business Law, Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Harrison Marchant★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001317381
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

James Ian Lobb★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001312048
Postcode
6000
📞 (03) 9242 4000🌐 Website
Financial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jessica Jane Lacey★★★★★ 4.9 (46 reviews)

SHADFORTH FINANCIAL GROUP LIMITED
RegisteredTax Advice ✓
📍 Level 16/252 Pitt St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001313267
Postcode
6000
📞 1800 501 204🌐 Website
Bachelor of Business Major in ManagementAccredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
Is this you? Claim this listing →

Jessica Langer★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001314809
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Business Management (Marketing)Graduate Certificate of Corporate FinanceGraduate Diploma of Financial PlanningNational DTR Accreditation Program (Cash Equities)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kyle Terence Sermon★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001313374
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Accounting and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Lachlan Mckay Carroll★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001305314
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of Arts, Bachelor of CommerceEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
Is this you? Claim this listing →

Lewis James Laurence Kannemeyer★★★★ 4.4 (8 reviews)

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
RegisteredTax Advice ✓
📍 Level 32/2 The Esplanade, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001313373
Postcode
6000
📞 (08) 9261 9100🌐 Website
Bachelor of Commerce (Finance and Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Luke Urban Pereira★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001302752
Postcode
6000
📞 (03) 9256 8700🌐 Website
Bachelor of CommerceGraduate Diploma of Financial PlanningStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
Is this you? Claim this listing →

Matthew Damien Ntoumenopoulos★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001312347
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

Michael Boyatzis★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Experience
Since 2025 (1 years)
Registration #
001305921
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Commerce (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Miles Robin Jacob★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001304070
Postcode
6000
📞 (03) 8508 7800🌐 Website
Bachelor Of CommerceChartered accountants programSMSF Specialist AdvisorGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Neil David Funnekotter★★★★ 3.7 (6 reviews)

JBWERE LTD
RegisteredTax Advice ✓
📍 Level 31/405 Bourke St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001307713
Postcode
6000
📞 (03) 9906 5000🌐 Website
Bachelor of Paramedical ScienceBachelor of Banking & FinanceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sandrine Marie Estelle Captieux★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001306757
Postcode
6000
📞 (03) 9242 4000🌐 Website
Financial Adviser ExamGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
Is this you? Claim this listing →

Sarah O'Sullivan★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Experience
Since 2025 (1 years)
Registration #
001309220
Postcode
6000
📞 0450 737 737🌐 Website
Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Taylor Joseph Roger Sharpe★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Experience
Since 2025 (1 years)
Registration #
001313480
Postcode
6000
📞 (03) 8508 7800🌐 Website
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Victoria Anderson★★★ 3.1 (193 reviews)

MACQUARIE BANK LIMITED
RegisteredTax Advice ✓
📍 1 Elizabeth St, Sydney NSW 2000
Experience
Since 2025 (1 years)
Registration #
001312214
Postcode
6000
📞 (02) 8232 3333🌐 Website
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
Is this you? Claim this listing →

Zhuowen Lin★★★★ 3.7 (11 reviews)

BELL POTTER SECURITIES LIMITED
Registered
📍 Level 29/101 Collins St, Melbourne VIC 3000
Experience
Since 2025 (1 years)
Registration #
001305313
Postcode
6000
📞 (03) 9256 8700🌐 Website
Master of Applied Finance with DistinctionAccredited Derivatives Adviser Level 1 (ADA1) Accreditation ProgramGraduate Diploma of Financial PlanningMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
Is this you? Claim this listing →

David Truong★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001310508
Postcode
6000
📞 1300 847 434🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jackson Kenneth Riley★★★★★ 5 (2 reviews)

SENTRY ADVICE PTY LTD
RegisteredTax Advice ✓
📍 58 Kings Park Rd, Perth WA 6000
Experience
Since 2026 (0 years)
Registration #
001313371
Postcode
6000
📞 (08) 9267 3444
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jameson Johnston★★★★★ 5 (3 reviews)

INTEGRO HOLDINGS (WA) PTY LTD
RegisteredTax Advice ✓
📍 Level 13/1 Spring St, Perth WA 6000
Experience
Since 2026 (0 years)
Registration #
001315981
Postcode
6000
📞 (08) 9388 8099🌐 Website
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jeremy Hood★★★★★ 4.6 (10 reviews)

VIRIDIAN ADVISORY PTY LTD
RegisteredTax Advice ✓
📍 Level 16/55 Collins St, Melbourne VIC 3000
Experience
Since 2026 (0 years)
Registration #
001316477
Postcode
6000
📞 1300 847 434🌐 Website
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)Debt StrategiesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sarah Clare★★ 2 (4 reviews)

PERPETUAL TRUSTEE COMPANY LIMITED
Not RegisteredTax Advice ✓
📍 33 Hunter St, Sydney NSW 2000
Experience
Since 2026 (0 years)
Registration #
001314161
Postcode
6000
📞 (07) 0000 0036🌐 Website
Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
Is this you? Claim this listing →

Adam John Malcolm Uren★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Registration #
001317969
Postcode
6000
📞 (03) 9242 4000🌐 Website
Tier 1 Margin LendingNational DTR AccreditationCertificate in Governance PracticeFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Brody Elliott★★★★★ 5 (105 reviews)

BDHSTERLING AFSL PTY LTD
Not RegisteredTax Advice ✓
📍 28 The Esplanade, Perth WA 6000
Registration #
001302969
Postcode
6000
📞 (08) 6180 2555🌐 Website
FNS50611 Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Conor Edward Bartlett★★★★★ 5 (2 reviews)

ARGONAUT SECURITIES PTY LIMITED
Not Registered
📍 Level 16/9 The Esplanade, Perth WA 6000
Registration #
001317731
Postcode
6000
📞 (08) 9224 6888🌐 Website
Bachelor of Commerce (Economics, Finance)Graduate Diploma of Financial Planning
Securities
Is this you? Claim this listing →

Darcie Frances Ercegovich★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
Not RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Registration #
001319547
Postcode
6000
📞 1300 471 314🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Jack Albert Hogan

GODFREY PEMBROKE GROUP PTY LTD
Not RegisteredTax Advice ✓
📍 17-21 University Ave, Canberra ACT 2601
Registration #
001315420
Postcode
6000
📞 (02) 6249 1555
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Joel Mcsweeney★★★★★ 4.9 (243 reviews)

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD
Not RegisteredTax Advice ✓
📍 13/636 St Kilda Rd, Melbourne VIC 3004
Registration #
001318848
Postcode
6000
📞 (03) 8508 7800🌐 Website
Graduate Diploma of Financial Planning
Is this you? Claim this listing →

Jordyn Shepherd★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Not Registered
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Registration #
001317020
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Commerce (finance and financial planning double major)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Julie Boyer★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Not RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Registration #
001319664
Postcode
6000
📞 (08) 9268 2888🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Kirandeep Kaur★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
Not RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Registration #
001311979
Postcode
6000
📞 1300 471 314🌐 Website
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Leila Juliet Craig★★★★★ 4.7 (61 reviews)

PICTURE WEALTH ADVISORY PTY LTD
Not RegisteredTax Advice ✓
📍 Level 5/432 Murray St, Perth WA 6000
Registration #
001317142
Postcode
6000
📞 1300 471 314🌐 Website
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Matthew Evan Lewis★★★★ 4.3 (6 reviews)

PERSONAL FINANCIAL SERVICES LTD
Not RegisteredTax Advice ✓
📍 Office: Suite 17, Level 2/27 Hunter St, Parramatta NSW 2150
Registration #
001318051
Postcode
6000
📞 0450 737 737🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
Is this you? Claim this listing →

Mitchell Yeo★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Not RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Registration #
001317469
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Biomedical Science / Bachelor of Commerce (Major: Finance)Accredited Designated Trading RepresentativeGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Narmatha Asogan★★★★ 4 (1 reviews)

COUNT FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 L 11/45 Clarence St, Sydney NSW 2000
Registration #
001319733
Postcode
6000
📞 1300 732 266🌐 Website
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Nicholas Denny★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Not RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Registration #
001315171
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of Commerce (Finance and Management)Graduate Diploma of Financial PlanningNational DTR Accreditation Program (Cash Equities)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sebastian Earl Manning★★★★ 4.3 (4 reviews)

CANACCORD GENUITY FINANCIAL LIMITED
Not RegisteredTax Advice ✓
📍 Level 42/101 Collins St, Melbourne VIC 3000
Registration #
001317968
Postcode
6000
📞 (03) 9242 4000🌐 Website
Bachelor of CommerceFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

Sienna Barnes★★★★ 4 (4 reviews)

EUROZ HARTLEYS LIMITED
Not RegisteredTax Advice ✓
📍 QV1, Level 37/250 St Georges Terrace, Perth WA 6000
Registration #
001318560
Postcode
6000
📞 (08) 9268 2888🌐 Website
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
Is this you? Claim this listing →

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Nearby Financial Advisers

East Perth, WA 28 listings · 2km West Perth, WA 194 listings · 2km North Perth, WA 10 listings · 3km South Perth, WA 69 listings · 3km Leederville, WA 15 listings · 3km West Leederville, WA 53 listings · 3km

Frequently asked questions

How do I verify a financial adviser is registered?

All registered financial advisers in Perth, Western Australia appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.

What's the difference between a financial adviser and a financial planner?

In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.

Are initial consultations with financial advisers free?

Most financial advisers in Perth, Western Australia offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.

What should I bring to a first meeting with a financial adviser?

Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.

Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional. Always verify registration status directly with the relevant authority before engaging services. Data is updated periodically and may not reflect the most current information.