Financial Advisers in West Perth, WA

Gerard Victor Doney

WEALTH IQ GROUP PTY LTD

Registered

Experience

Since 1980 (46 years)

Registration #

000242672

Postcode

6005

Advanced Diploma of Financial PlanningDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Anthony Sullivan

INSPIRED FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1983 (43 years)

Registration #

000293647

Postcode

6005

Industry Standard EducationFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter Darren Russell

R M CAPITAL PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

000452509

Postcode

6005

Diploma in StockbrokingMargin Lending and Geared Investments

SuperannuationSecurities

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Pierre Schinazi

JUST FINANCIAL PTY LTD

Registered

Experience

Since 1987 (39 years)

Registration #

001006079

Postcode

6005

Bachelor of BusinessDiploma of Financial PlanningAustralian Certified Investment PlannerCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew James O'Neil

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000286899

Postcode

6005

Bachelor of Business (Accounting and Finance)Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Glen Fraser Mumme

LES MUMME PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000254942

Postcode

6005

Bachelor of BusinessCertificate of Finance BrokingCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Peter Derrick Fisher

FISHER GT FINANCIAL GROUP PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000238101

Postcode

6005

Bachelor of ScienceBachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Trevor Leslie Mumme

LES MUMME PTY LTD

Registered

Experience

Since 1988 (38 years)

Registration #

000254944

Postcode

6005

MLC Proper Authority Training ProgramFinancial Planning CourseCertified Financial PlannerDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Adam Campbell Smith

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

001000190

Postcode

6005

DipFPFChFPChLPEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife Investment

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Anthony Alps

SENTRY FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1990 (36 years)

Registration #

000240762

Postcode

6005

Bachelor of Commerceraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Guy Touzeau Le Page

R M CAPITAL PTY LTD

Registered

Experience

Since 1992 (34 years)

Registration #

000223170

Postcode

6005

Bachelor of Science (Geology)Bachelor of Applied Science (hons)Masters of Business AdministrationGraduate Diploma of Applied Finance & Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Denise Anne Locantro

AUSTASIA FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 1993 (33 years)

Registration #

001006408

Postcode

6005

Bachelor of EconomicsPS146 Compliance Program (Securities)Superannuation Advice and Regulation/Financial Planning and Wealth CreationMargin Lending

SuperannuationSecuritiesGovernment Debentures

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Brendon Charles Cox

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000242139

Postcode

6005

Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul David Begley

KODA CAPITAL PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

000229838

Postcode

6005

Bachelor of Commerce in Accounting & Business LawAssociate Chartered AccountantGraduate Diploma in Financial PlanningSMSF Specialist Advisor

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Peter John Dowling

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1994 (32 years)

Registration #

001002325

Postcode

6005

Bachelor of EconomicsCertificate of Superannuation ManagementGraduate Diploma in Applied Finance and InvestmentCFP - Certified Financial Planner (FPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bradley Reuben Mumme

LES MUMME PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000254943

Postcode

6005

Bachelor of ArtsGraduate Diploma of Applied Finance & InvestmentsDiploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Paul John Peos

JUST FINANCIAL PTY LTD

Registered

Experience

Since 1995 (31 years)

Registration #

000417715

Postcode

6005

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentCertificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Paul Devenish

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

001003028

Postcode

6005

Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentCFP Certification ProgramDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Patrick Carden

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

001003026

Postcode

6005

Bachelor of Engineering (Hons)Diploma of Fianncial PlanningCertified Financial Planner (CFP)Graduate Diploma in Applied Finance & Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sheree Gay Hart

PRIORITY WEALTH ADVISERS PTY LTD

Registered

Experience

Since 1996 (30 years)

Registration #

000312503

Postcode

6005

Bachelor of BusinessDiploma of Financial PlanningSMSF Adviser Education ProgramMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Stephen Mcallister

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 1996 (30 years)

Registration #

000260003

Postcode

6005

SDIA Accreditation ProgramProfessional Diploma in StockbrokingStockbrokers and Investment Advisers Association (SIAA)

SuperannuationSecuritiesGovernment Debentures

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Carolyn Roper

JUST FINANCIAL PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000436944

Postcode

6005

Diploma of Financial PlanningGraduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dale Maurice Raynes

R M CAPITAL PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

001006195

Postcode

6005

Bachelor of CommerceFinancial Advising EssentialsMargin Lending Accreditation ProgramFASEA Exam

SuperannuationSecuritiesGovernment Debentures

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Lesley French

PROVENANCE FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 1998 (28 years)

Registration #

000294090

Postcode

6005

Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Malcolm John Davis

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 1998 (28 years)

Registration #

000241948

Postcode

6005

Master of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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David Lloyd Andrew

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000230552

Postcode

6005

Bachelor of Physical EducationGraduate Diploma of Financial PlanningGraduate Diploma of Applied FinanceAccredited Investment Fiduciary

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Timothy James Flavell

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 1999 (27 years)

Registration #

000326407

Postcode

6005

Bachelor of Business (Economics and Banking and Finance)Advanced Diploma of Financial Planning (1-8)CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bevan Ashley Smith

KODA CAPITAL PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

001005295

Postcode

6005

Bachelor of ScienceGraduate Diploma of Business in FinanceTier 1 Financial PlanningAustralian Institute of Company Directors (AICD)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Frank Sciarrone

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000327517

Postcode

6005

Bachelor of Business (Economics & Finance)Graduate Diploma of Financial Planning (Historical SIA/FINSIA)Margin Lending and Geared InvestmentFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mathew Stinton

KODA CAPITAL PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000242231

Postcode

6005

Bachelor of BusinessAdvanced DiplomaCFP

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Russell Andrew French

PROVENANCE FINANCIAL SOLUTIONS PTY LTD

Registered

Experience

Since 2000 (26 years)

Registration #

000324100

Postcode

6005

DFP 1-4Specialist SMSF Adviser AccreditationFinancial Advice Association of Australia (FAAA)SMSF Association

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gary Robert Thorniley

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000259216

Postcode

6005

Bachelor of Science (Agriculture)Graduate Diploma of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Brindal

LEEUWIN WEALTH PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000260051

Postcode

6005

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simon James Everett

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2001 (25 years)

Registration #

000470004

Postcode

6005

Bachelor of Business (Accounting)Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Troy Blyth Macmillan

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2001 (25 years)

Registration #

000250575

Postcode

6005

Bachelor of BusinessDiploma of Financial AdvisingMargin Lending Accreditation ProgramSMSF Specialist Advisor (SAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony De Nicola

R M CAPITAL PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

001000116

Postcode

6005

Bachelor of EngineeringASX ADA Renewal 2006Margin Lending & Geared InvestmentsDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Bruce Alexander Broadbent

KEY FINANCIAL PARTNERS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000283977

Postcode

6005

Bachelor of ScienceMBARisk ManagementSuperannuation and Retirement Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Morcombe

O&I WEALTH PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000311943

Postcode

6005

Bachelor of Science (Agriculture)Diploma of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Marijana Ravlich

LIFE FINANCIAL PLANNERS PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000281102

Postcode

6005

Bachelor of Business (Management)Graduate Diploma of Financial PlanningSMSF Specialist Accreditation ProgramFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shane James Mitchell

INSPIRED FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2002 (24 years)

Registration #

000275038

Postcode

6005

Bachelor of Business (Accounting & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Lennon

POLITIS INVESTMENT STRATEGIES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000231625

Postcode

6005

Bachelor of Business (double major in Accounting Finance)Professional Year ProgrammeSuperannuation & SMSF's Certificate of CompletionDiploma in Financial Planning

SuperannuationLife InsuranceLife Investment

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Keith William Sheppard

SENTRY ADVICE PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000249532

Postcode

6005

Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lena Hilton

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000231333

Postcode

6005

Bachelor of BusinessCertified Practising AccountantASX Listed Products Accreditation Course (LPAC)Margin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Vincent Milton Mccarney

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000326408

Postcode

6005

Bachelor of Commerce (Industrial Relations and Management Studies)Graduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Robert Watts

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2003 (23 years)

Registration #

001000832

Postcode

6005

Diploma of Financial PlanningMargin Lending and Geared InvestmentsTax for Financial Advising

SecuritiesGovernment Debentures

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Simon James Sydney Chesson

AUSTASIA FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000236517

Postcode

6005

Certified Financial PlannerCertified Practising Accountant with specialisation in Financial PlanningMargin Lending Accreditation ProgramSMSF Specialist Adviser Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Stefano Zagami

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2003 (23 years)

Registration #

000246221

Postcode

6005

Diploma of Financial ServicesSMSF Specialist AdvisorProfessional Certificate in Self-Managed Superannuation Funds (PCertSMSF)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Anthony Trovato

JUST FINANCIAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001006085

Postcode

6005

Bachelor of Business (Financial Management and Economics)Certified Financial PlannerASX Accredited Listed Products Adviser ProgramSelf Managed Superannuation Fund Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher Leigh Speijers

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000245221

Postcode

6005

Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsFinancial Planning Association of AustraliaAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Sharpe

GLOBE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000237326

Postcode

6005

Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dieter Erich Tode

SCOPE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000280514

Postcode

6005

Bachelor of Applied EconomicsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Julian Norris

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2004 (22 years)

Registration #

001000547

Postcode

6005

SDIA Accreditation ProgramBachelor of Business (Banking and International Business)Margin Lending and Geared InvestmentsTax for Financial Advising

SecuritiesGovernment Debentures

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Nicholas Dempster

R M CAPITAL PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001001673

Postcode

6005

Bachelor of EconomicsASX Accredited Derivatives Adviser Level OneASX Accredited Derivatives Adviser Level TwoGraduate Certificate in Applied Finance and Investment

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Rakesh Shah

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

000280128

Postcode

6005

Bachelor of Commerce (Economics & Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Slade Alexander Burnet

MONT PARTNERS PTY LTD

Registered

Experience

Since 2004 (22 years)

Registration #

001008405

Postcode

6005

Bachelor of CommerceDFS(FP)3 Investment PlanningDFS(FP)4 SuperannuationCFP- Certified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Alexander Aubrey Hurst

MONT PARTNERS PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

001237816

Postcode

6005

Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andre James Parker

ABBOTTS WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000294952

Postcode

6005

Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner CourseSPAA Specialist Member Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andrew Brett Moody

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000293261

Postcode

6005

Advanced Diploma Financial Services (Financial Planning) FNS60404Gearing into Investments AccreditationGearing into Investments Part 1 AccreditationGearing into Investments Part 2 Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Brendan Robert King

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000294681

Postcode

6005

Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Paul Featherby

LEEUWIN WEALTH PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000283735

Postcode

6005

Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial PlannerEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ryne Gerald Charsley

SYMMETRY GROUP PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000291895

Postcode

6005

Bachelor of Business (Major in Finance and Accounting)Diploma of Financial Services (Financial Planning)CFPAdvanced Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Simone Marie Lewis

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000293533

Postcode

6005

Bachelor of CommerceGraduate Diploma of Financial PlanningASX Accredited Listed Product Adviser (ALPA)Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven James Hendry

KODA CAPITAL PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000290614

Postcode

6005

Bachelor of Commerce (Corporate, Investment & Quantitative Finance Majors)Master of Financial Planning (Distinction)SMSF Specialist AdvisorChartered Tax Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Travis Thomas Martin

SCOPE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2005 (21 years)

Registration #

000286760

Postcode

6005

Bachelor of CommerceBachelor of LawsAdvanced Diploma of Financial Services Financial PlanningSMSF

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Gehan Coelho

MONT PARTNERS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000472147

Postcode

6005

Bachelor DegreeGraduate DiplomaCFPFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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James Heath Mcleod

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000306057

Postcode

6005

Bachelor of Commerce / EconomicsAdvanced Diploma of Financial ServicesCertified Financial PlannerGraduate Diploma in Applied Tax Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kieron Alexander Lawlor

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000308189

Postcode

6005

Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner CertificationDirect Equities Accreditation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Matthew Gary Robertson

SFS LICENCE PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000298827

Postcode

6005

Bachelor of Business (Financial Planning)Certified Financial PlannerMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rebecca Viola Newton

CORE FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000306150

Postcode

6005

Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending & Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Sean Andrew Zemunik

SENECO FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000300335

Postcode

6005

Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingBachelor of Commerce (Accounting and Financial Planning)

SuperannuationLife InsuranceLife Investment

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Vanessa Claire Maitland

MONT PARTNERS PTY LTD

Registered

Experience

Since 2006 (20 years)

Registration #

000322388

Postcode

6005

Diploma Of Financial AdvisingCertified Financial PlannerMaster of CommerceFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Amanda Jane Doyle

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000312480

Postcode

6005

Master of FinanceSelf Managed Superannuation FundsMargin Lending & Geared InvestmentsAccredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andre Quincy Matambanadzo

MONT PARTNERS PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

001007628

Postcode

6005

Advanced DiplomaGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ben Kirou

SFS LICENCE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000348048

Postcode

6005

Bachelor Of Commerce (Finance and Accounting)Chartered Financial Analyst Institute (CFA Institute)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carl Maiorana

PARTNERS WEALTH GROUP FINANCIAL ADVICE PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000421790

Postcode

6005

Bachelor of CommerceDiploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Tax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark William Triggs

CHESTERFIELDS WEALTH PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000320576

Postcode

6005

FNS60404 Advanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF CourseFNS40811 Certificate IV in Finance and Mortgage BrokingMargin Lending

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Steven Gregory Boyce

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000433262

Postcode

6005

Bachelor of CommerceGraduate Diploma of Applied FinanceAccredited Investment FiduciaryCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Vincenzo Vallelonga

R M CAPITAL PTY LTD

Registered

Experience

Since 2007 (19 years)

Registration #

000314192

Postcode

6005

Bachelor of BusinessMargin Lending & Geared InvestmentsGraduate Diploma of Financial PlanningMasters of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Arman Namdarian

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000322396

Postcode

6005

Diploma of Financial ServicesAdvanced Diploma of Financial ServicesDirect Shares AccreditationMargin Lending and Geared Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Duncan Mitchell

ABBOTTS WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

001005214

Postcode

6005

Bachelor of ScienceDiploma of Financial PlanningSelf Managed Superannuation FundsEconomic and Legal Context for FInancial Planners

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kasey Pass

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2008 (18 years)

Registration #

000394513

Postcode

6005

Bachelor of Commerce (Economics & Financial Planning)RG146 Gap AssessmentRG146 Margin LendingCertified Financial Planner (CFP)

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Kim Schap

AIA FINANCIAL SERVICES PTY LIMITED

Registered

Experience

Since 2008 (18 years)

Registration #

001232815

Postcode

6005

Bachelor of Commerce (Finance & Electronic Commerce)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentRSA Products

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Michael Oliver Hayward

CAPITAL PARTNERS CONSULTING PTY LTD

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Experience

Since 2008 (18 years)

Registration #

001005109

Postcode

6005

Bachelor of EconomicsAdvanced Diploma of Financial ServicesCertified Finanical PlannerSelf-Managed Super Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Christopher John Brown

COUNT FINANCIAL LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000334049

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Louise Catherine Davies

INFOCUS SECURITIES AUSTRALIA PTY LTD

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Experience

Since 2009 (17 years)

Registration #

000335923

Postcode

6005

Bachelor of Commerce (Accounting and Financial Planning Double Major)Commercial LawFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert John Matthews

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2009 (17 years)

Registration #

000471739

Postcode

6005

Masters of Applied Finance

SuperannuationSecuritiesGovernment Debentures

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Yves Frans Paul Schoof

SYNCHRON ADVICE PTY LTD

Registered

Experience

Since 2009 (17 years)

Registration #

000383153

Postcode

6005

Graduate Diploma in Financial Planning (Historical SIA / FINSIA).FPC002B Ethics and Professionalism in Financial Advice.Tier 1 Margin LendingFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Timothy Hatton

TWD LICENSEE SERVICES PTY LTD

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Experience

Since 2010 (16 years)

Registration #

001003454

Postcode

6005

Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dawn Davamoni Thomas

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

001001284

Postcode

6005

Diploma of Financial Services (Financial Planning FNS50804)Graduate Certificate in Applied FinanceGraduate Diploma of Financial PlanningMaster of Applied Finance

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Adam Teh

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000388087

Postcode

6005

Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ALPA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kelsea Danae Pipe

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000390135

Postcode

6005

Bachelor of Commerce (Accounting and Business Law)Advanced Diploma of Financial ServicesSelf Managed Superannuation FundsASX Listed Products Accreditation Course

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Alexander Rigby

WEALTH TODAY PTY LTD

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Experience

Since 2010 (16 years)

Registration #

000283134

Postcode

6005

Diploma of Financial Services (Financial Planning)

SuperannuationLife InsuranceLife InvestmentRSA Products

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Stephen John Kostarelas

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2010 (16 years)

Registration #

000385779

Postcode

6005

Bachelor of Commerce Accounting and FinanceChartered Accountant ProgramDiploma of Financial Services (Financial Planning)Margin Lending Accreditation Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tracy Yirong Wan

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2010 (16 years)

Registration #

000344694

Postcode

6005

Bachelor of EconomicsGraduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning major)Accredited Listed Product Adviser (ASX ALPA) Program

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Andras Zsolt Hernadi

WESTERN ADVISORY PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001000233

Postcode

6005

BACHELOR OF COMMERCECPADIPLOMA FINANCIAL SERVICESSPECIALIST MARGIN LENDING

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cornelius Justinus Brink

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2011 (15 years)

Registration #

001286056

Postcode

6005

Bachelor of CommercePostgraduate Diploma in Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife Insurance

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Aaron John Duncombe

GLOBE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000425095

Postcode

6005

Bachelor of Commerce (Economics and Finance)Diploma of Financial Services (Financial Planning FNS 50804)Advanced Diploma of Financial Planning (FNS60410)Master of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Damon Paul Sugden

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

001005112

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren Russell Nash

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000419937

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Adrian Hegney

LIFESPAN FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2012 (14 years)

Registration #

000427060

Postcode

6005

Diploma of Financial Services(Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super FundsAdvanced Diploma of Financial Services(Financial Planning)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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David Mark Rossbach

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001270296

Postcode

6005

Bachelor of Economics and CommerceEthics and Professionalism in Financial AdviceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Paul Bartle

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2013 (13 years)

Registration #

000447346

Postcode

6005

Bachelor of Business (Accounting & Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Murray John Frean

FINANCIAL MENTORS AFSL PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000437420

Postcode

6005

Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningInstitute of Public Accountants (IPA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Paul Catalini

SENECO FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

000432601

Postcode

6005

Master of FinanceAdvanced Diploma Of Financial Services (Financial Planning)Self Managed Superannuation FundsEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul David Gerard Ambrose

MBS ADVICE LICENCE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001002924

Postcode

6005

Bachelor of CommerceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife Insurance

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Scott Reid

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2013 (13 years)

Registration #

001001281

Postcode

6005

Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCommercial Law

SuperannuationLife InsuranceLife Investment

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Ashley John Walz

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003541

Postcode

6005

Bachelor of Business (Banking and Finance)Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial PlanningAdvanced Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cara Elizabeth Graham

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000453847

Postcode

6005

Diploma of Financial PlanningBachelor of CommerceAccredited Listed Product Adviser programSMSF Specialist Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products

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Cindy Chiuman

KODA CAPITAL PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001257722

Postcode

6005

Bachelor of CommerceMaster of Financial PlanningAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Daniel Skinner

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001003969

Postcode

6005

Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Leslie Ryan

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005110

Postcode

6005

Bachelor of EconomicsGraduate Diploma of Chartered AccountingClient Engagement SkillsEthics & Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kathryn Creasy

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

001005111

Postcode

6005

Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Applied FinanceCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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William Chin

AKAMBO PTY LTD

Registered

Experience

Since 2014 (12 years)

Registration #

000468068

Postcode

6005

Bachelor of Commerce (Accounting & Finance)CPAAccreditation in Margin Lending & SMSFAdvance Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Ciara Lorraine Brennan

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001004441

Postcode

6005

Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments ProgramAdvanced Diploma of Financial PlanningGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dinesh Aggarwal

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001267478

Postcode

6005

Bachelor of CommerceChartered Accountant (CA)Graduate Diploma of Chartered AccountingDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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John Bruce Parkinson

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000331347

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Michael Cornelius Diepeveen

SENECO FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000330485

Postcode

6005

Financial Planning Certificate CourseInsurance Planning: Principles and ApplicationsSuperannuation and Retirement PlanningInvestment Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mili Aggarwal

INFOCUS SECURITIES AUSTRALIA PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

000440608

Postcode

6005

Bachelor of Commerce (Honours Course)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nicolette Ellen Du Toit

WEALTH TODAY PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001233989

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rhys James Rolls Reilly

CONEXUS GROUP PTY LTD

Registered

Experience

Since 2015 (11 years)

Registration #

001008175

Postcode

6005

Diploma of Financial PlanningRG146 Tier 1 Insurance Broking ComplianceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aaron Charles Young

LEEUWIN WEALTH PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001240125

Postcode

6005

Bachelor of Commerce and EconomicsMargin Lending Plus SkillsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Briony Knott

ABBOTTS WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246304

Postcode

6005

Bachelor of CommerceMasters in Financial PlanningCertified Financial Planning CourseSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Briony Knott

ABBOTTS WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001246304

Postcode

6005

Bachelor of CommerceMasters in Financial PlanningCertified Financial Planning CourseSelf Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Carlo Anselmo Borrelli

WEALTH TODAY PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243480

Postcode

6005

Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningFNS04 Financial Services Training PackageMargin Lending Specialist

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Isabella Olivia Grace Sepede

KODA CAPITAL PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001243581

Postcode

6005

Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsCFP Certification Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jason Robert Barbetti

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001244309

Postcode

6005

Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills

Superannuation

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Jonathan O'Sullivan

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001248480

Postcode

6005

Bachelor of Arts (Economics and Geography)Diploma of Financial PlanningHigher Diploma in Accounting and Corporate FinanceSecurities and Managed Investments

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Towers

BOMBORA ADVICE PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001007035

Postcode

6005

Bachelor of CommerceBsc of CommerceGraduate Diploma of Financial PlanningMaster of Financial Planning

SuperannuationLife InsuranceLife Investment

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Nathan Torre

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2016 (10 years)

Registration #

001241087

Postcode

6005

Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramTax for Financial Advising

SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives

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Robin Sandover

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2016 (10 years)

Registration #

001239448

Postcode

6005

Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Raymond Brennan

KODA CAPITAL PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001257481

Postcode

6005

Bachelor of Commerce (Banking & Finance)Master of Financial PlanningSuperConcepts & ICFS Specialist SMSF CourseEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dana Gibbs

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251156

Postcode

6005

Diploma of Financial PlanningManaged Investment Adviser (Personal Advice)Superannuation Adviser (Personal Advice)Accredited Listed Product Adviser Program

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Darren Newton

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001253023

Postcode

6005

Bachelor of BusinessCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)

Superannuation

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Marissa Ann Bennett

POLITIS INVESTMENT STRATEGIES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001253038

Postcode

6005

Bachelor of Business (double major in Accounting Finance)Masters of TaxationAdvanced Diploma of Financial PlanningSuperannuation & SMSF Statement of Attainment

SuperannuationLife InsuranceLife Investment

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Michael Degtyar

SCOPE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001251796

Postcode

6005

Diploma Of Financial PlanningSecurities and Managed InvestmentsGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Milena Konig

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001259951

Postcode

6005

Bachelor of Engineering & CommerceMaster of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shiva Khabbaz-Saberi

INTERPRAC FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001258108

Postcode

6005

Bachelor of Business Major in FinanceDiploma of Financial Planning7269AFE Ethics and ProfessionalismCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Zhongxiang Xie

SMSF ADVISERS NETWORK PTY LTD

Registered

Experience

Since 2017 (9 years)

Registration #

001254613

Postcode

6005

Master of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills

Superannuation

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Andrew Stuart Colvin

SFS LICENCE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001262275

Postcode

6005

Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Ben Matthew Osborne

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001260944

Postcode

6005

Bachelors of CommerceCFAClient Engagement SkillsEconomic and Legal Context for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Bernard Mark Simlesa

GODFREY PEMBROKE GROUP PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266911

Postcode

6005

Bachelor of Business (International Business)FNS50615 Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentRSA Products

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Conor Samuel Garry Ryman

SFS LICENCE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001271845

Postcode

6005

Bachelor of CommerceEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Courtney Michael Charles Moores

CAPSTONE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001263262

Postcode

6005

Diploma of Financial PlanningSecurities and Managed InvestmentsEconomic and Legal Context for Financial PlanningTax and Commercial Law for Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Dillon John Hellmrich

SFS LICENCE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267374

Postcode

6005

Bachelor of CommerceGraduate Certificate in FinanceDiploma of Financial PlanningAccredited Aged Care Professional

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Emma Zwaan

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270295

Postcode

6005

Bachelor of AccountingEthics and Professionalism in Financial AdviceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joscelin Paige Pishos

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270995

Postcode

6005

Bachelor of EconomicsDiploma of Financial Services (Superannuation)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Kieran Ian Brogle

KODA CAPITAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001265754

Postcode

6005

Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Lyndsay Rushforth

SCOPE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001268804

Postcode

6005

LAW1100 Legal Framework ILAW2410 Income Tax Framework IIBachelor of BusinessDiploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mark Andrew Spagnolo

CHESTERFIELDS WEALTH PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001267727

Postcode

6005

Bachelor of Commerce (Accounting)Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Mitchell Douglas Mackenzie

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2018 (8 years)

Registration #

001269663

Postcode

6005

Bachelor of Commerce (Economics)Diploma of Financial PlanningFPC007B Client Engagement SkillsGraduate Certificate in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nhat Anh Hoang

R M CAPITAL PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266729

Postcode

6005

Bachelor of Actuarial StudiesBachelor of FinanceDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nhat Anh Hoang

TEMPLAR WEALTH MANAGEMENT PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001266729

Postcode

6005

Bachelor of Actuarial StudiesBachelor of FinanceDiploma of Financial PlanningEthics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Paul Clyde Nevin

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001261220

Postcode

6005

QFA Diploma in Financial AdviceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rachelle Anne Beech

SFS LICENCE PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001264909

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Alan Mccaw

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001270297

Postcode

6005

Ethics and Professionalism in Financial AdviceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Robert Tawil

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2018 (8 years)

Registration #

001272082

Postcode

6005

Bachelor of EconomicsFNS50611 Diploma of Financial PlanningCFP Certification ProgramCommercial Law

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Wesley Tadeu De Oliveira

ALLIANCE WEALTH PTY LTD

Registered

Experience

Since 2021 (5 years)

Registration #

001285442

Postcode

6005

Bachelor of Business AdministrationCertificate in Business Administration Concentration in Finance and ControllershipAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Aden Wilkins

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001296873

Postcode

6005

Bachelor of CommerceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Callum Alexander Mcpherson

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001293810

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rowan Michael Stephens

SCOPE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2022 (4 years)

Registration #

001292028

Postcode

6005

BLAW1004 Business LawBachelor of CommerceFPC006 Tax and Commercial Law for Financial PlanningFPE016 Self Managed Superannuation Funds

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Paul Sumner

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298935

Postcode

6005

Bachelor of Commerce (Finance & Marketing)(GDF19) Graduate Diploma of Financial PlanningCFP Certification ProgramMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jessica Dean

GLOBE FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001298151

Postcode

6005

Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)Masters of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Pirozzi

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001297364

Postcode

6005

Bachelor of Commerce (Accounting & Finance Double Major)Graduate Diploma of Financial PlanningCFP Certification ProgramMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nancy Puilan Chan-Le

HILLROSS FINANCIAL SERVICES LIMITED

Registered

Experience

Since 2023 (3 years)

Registration #

001300957

Postcode

6005

Graduate Diploma of Financial PlanningAccredited Aged Care ProfessionalFPE020 SMSF Regulation and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Seigo Fukuyama

SCOPE LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001303835

Postcode

6005

Bachelor of CommerceTax and commercial law for financial planningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Troy Francis Culloton

SFS LICENCE PTY LTD

Registered

Experience

Since 2023 (3 years)

Registration #

001295887

Postcode

6005

Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial PlannerMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Blair David Jamieson

DIRIGERE ADVISORY PTY LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001307622

Postcode

6005

Ethics and Professional Standards for Financial AdvisersGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife Investment

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Damon Clay Tuthill

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2024 (2 years)

Registration #

001306336

Postcode

6005

Bachelor of Commerce (Finance & Economics)Graduate Diploma in Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jakeb Shine

LEEUWIN WEALTH PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001307340

Postcode

6005

Bachelor of Commerce (Finance and Management)Financial Adviser ExamGraduate Diploma Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Olga Malysheva

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306339

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Riley Somers

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001303362

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Samuel Arthur Bolwell

VWM FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001305913

Postcode

6005

Finance & Financial Planning Douple Major (BCom)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Shaun Mulder

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001304992

Postcode

6005

Bachelor of CommerceGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Taymar Iman Gordon

KODA CAPITAL PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306501

Postcode

6005

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Tyler Adam Woodhouse

KODA CAPITAL PTY LTD

Registered

Experience

Since 2024 (2 years)

Registration #

001306500

Postcode

6005

Bachelor of Commerce

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adam Lyall Cleland

SENECO FINANCIAL SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312926

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Adi Miriam Mckellar

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312375

Postcode

6005

Bachelor of ArtsGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Andrew Gordon Pope

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001313910

Postcode

6005

Bachelor of CommerceFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Benjamin Scott Tindall

SFS LICENCE PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001316859

Postcode

6005

Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Cameron Lloyd Williams

MORGANS FINANCIAL LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001283444

Postcode

6005

Bachelor of CommerceGraduate Diploma of Applied FinanceGraduate Diploma of Financial Planning

SuperannuationSecuritiesGovernment Debentures

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Danielle Ablett

AUSTASIA FINANCIAL PLANNING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001277851

Postcode

6005

Accounting and Financial Planning Double Major (BCom)Certified Financial Planner (Non Practicing)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products

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Dylan Adams

LES MUMME PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309175

Postcode

6005

Bacheler of Commerce (Double major in Economics)FPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Gregory Charles Clark

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312986

Postcode

6005

Bachelor of CommerceMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Harry James Sinclair

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001315199

Postcode

6005

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Hayden Andrew Pomery

FISHER GT FINANCIAL GROUP PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310702

Postcode

6005

Bachelor of Commerce (Finance and Financial Planning)Financial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Jaime Andres Bedoya Sanchez

CHARTER FINANCIAL PLANNING LIMITED

Registered

Experience

Since 2025 (1 years)

Registration #

001313142

Postcode

6005

Certificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial PlanningFPE011 Debt StrategiesFPE020 SMSF Regulation and Taxation

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Andrew Chapman

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309301

Postcode

6005

Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningAccredited Listed Product AdviserMaster of Financial Planning

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Joshua Rendell

TWD LICENSEE SERVICES PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001310449

Postcode

6005

Graduate Diploma of Financial PlanningAccredited Listed Product Adviser

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Nick Campbell Menegola

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001309115

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Weiwen Weng

CAPITAL PARTNERS CONSULTING PTY LTD

Registered

Experience

Since 2025 (1 years)

Registration #

001312509

Postcode

6005

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products

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Abby Rose Maloney

JUST FINANCIAL PTY LTD

Not Registered

Registration #

001316207

Postcode

6005

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

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Luke Mitchell Symonds

CAPITAL PARTNERS CONSULTING PTY LTD

Not Registered

Registration #

001318274

Postcode

6005

Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)

SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures

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Rebekah Hope Williams

ABBOTTS WEALTH MANAGEMENT PTY LTD

Not Registered

Registration #

001313035

Postcode

6005

Graduate Diploma of Financial PlanningSMSF Regulations & Taxation

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Timothy Daniel Bousfield

ALLIANCE WEALTH PTY LTD

Not Registered

Registration #

001314032

Postcode

6005

Bachelor of Business (Accounting)Graduate Diploma of Financial Planning

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