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Showing 1369-1380 of 2553 professionals
Financial Adviser
Adam Davenport is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals. With a career spanning over two decades, Adam holds the Certified Financial Planner designation from the Financial Planning Association (2003), along with a Diploma of Financial Planning from the same institution (2003), and specialist knowledge in Self Managed Superannuation Funds (Kaplan, 2003). Adam keeps his knowledge current with Ethics & Professional Standards for Financial Advisers (TAFE NSW, 2020). As a member of the Financial Advice Association of Australia (FAAA), Adam adheres to the highest ethical and professional standards. Adam is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His expertise enables him to create tailored strategies to meet each client's unique needs. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Adam Davenport today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Financial Adviser
Deborah Mcwilliam is an ASIC-registered financial adviser dedicated to helping individuals and families in Noosaville and across Queensland achieve their financial goals. With a Bachelor of Business from the University of Southern Queensland and a Diploma of Financial Planning from FPA Australia, complemented by specialist training in self-managed superannuation and listed products, Deborah brings a wealth of knowledge and experience to her clients. As a Certified Financial Planner (CFP) of the FAAA and a Certified Practising Accountant (CPA) with a specialist designation in Financial Planning from CPA Australia, as well as being a member of the National Tax & Accountants Association (NTAA), Deborah adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Deborah offers tailored financial advice to help you navigate the complexities of wealth creation and protection. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Deborah Mcwilliam today for a consultation and discover how personalised financial advice can make a difference.
Financial Adviser
Helen Postle is an ASIC-registered financial adviser based in Springwood, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2001, Helen has a solid foundation of knowledge and experience to provide expert guidance. As an active member of the SMSF Association, Helen stays up-to-date with the latest industry developments and regulations, ensuring her clients receive the most informed advice possible. She is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, allowing her to create personalized strategies to suit each client's unique needs. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Helen can provide the expert advice and support you need. Contact Helen today to schedule a consultation and take the first step towards securing your financial future.
Financial Adviser
Benjamin Hatcher is an ASIC-registered financial adviser dedicated to helping individuals and families in Milton, NSW, achieve their financial goals. With a strong academic foundation including a Bachelor of Business from UTS, a Graduate Diploma in Applied Finance and Investment from the Securities Institute, a Master of Applied Finance from Macquarie University, and a Graduate Diploma in Financial Planning also from the Securities Institute, Benjamin possesses a comprehensive understanding of the financial landscape. His commitment to ethical practice is underscored by completion of FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional. As a Certified Financial Planner (CFP) with the FPA, a member of the Financial Advice Association of Australia (FAAA), and holding SMSF Specialist Accreditation (SPAA), Benjamin adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities and retirement savings accounts. Benjamin is equipped to provide holistic and tailored financial solutions. • Superannuation advice • Insurance planning and advice • Wealth management strategies • Retirement planning and income streams • Investment advice and portfolio construction Ready to take control of your financial future? Contact Benjamin today to schedule a consultation and discuss your unique needs and aspirations.
Financial Adviser
Bradley Wall is an ASIC-registered financial adviser based in Maroochydore, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Griffith University (1993) and a Diploma of Financial Planning from the Financial Planning Association of Australia (1999), Bradley has built a strong foundation of knowledge and experience. He further enhanced his expertise by becoming a Certified Financial Planner in 2000 and completing specialized training in Self Managed Super Funds, Listed Products, and Geared Investments. Bradley's commitment to professionalism is reflected in his membership with the Financial Advice Association of Australia (FAAA). He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. This broad authorization enables him to create holistic financial plans that address all aspects of a client's financial life. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Bradley can help you navigate the complexities of the financial landscape. Contact Bradley today to schedule a consultation and take the first step toward a secure financial future.
Financial Adviser
Stephen Jaensch is an ASIC-registered financial adviser based in Renmark, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Stephen's extensive qualifications include a Graduate Diploma of Applied Finance & Investment from the Securities Institute|FINSIA (Kaplan Professional), a Diploma of Financial Planning from Kaplan Professional, and specialized training in Self Managed Superannuation Funds. He is also a proud member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), demonstrating his commitment to upholding the highest standards of professional conduct and ethical practice. Stephen is authorized to provide advice on a broad range of financial products, ensuring his clients receive well-rounded guidance in all aspects of their financial lives. His expertise encompasses superannuation, insurance, wealth management, and retirement planning, allowing him to create personalized strategies that align with each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Stephen is committed to building long-term relationships with his clients, providing ongoing support and guidance as their financial needs evolve. Whether you're planning for retirement, seeking to grow your wealth, or require advice on superannuation, Stephen is here to help. Contact Stephen today to schedule a consultation and take the first step towards a more secure financial future.
Financial Adviser
Judy Schmidt is an ASIC-registered financial adviser dedicated to helping individuals and families in Ivanhoe East and across Australia achieve their financial goals. With a career spanning over two decades, Judy brings a wealth of knowledge and experience to her clients, underpinned by a strong academic foundation including a Bachelor of Business from Victoria College, a Diploma of Financial Planning from Kaplan Professional, a Master of Financial Planning from the University of the Sunshine Coast, and a Diploma of Finance and Mortgage Broking Management, also from Kaplan Professional. Judy is committed to upholding the highest ethical standards, as evidenced by her completion of Ethics and Professionalism in Financial Advice through Kaplan Professional. She is a proud member of the Financial Advice Association of Australia (FAAA) and holds the prestigious CFP® designation, demonstrating her commitment to excellence in financial planning. As an authorised financial adviser, Judy provides expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Judy Schmidt today to schedule a consultation and discover how she can help you achieve your financial aspirations.
Financial Adviser
David Blakis is an ASIC-registered financial adviser based in Ivanhoe East, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from La Trobe University (1998), a Graduate Diploma of Applied Finance and Investment from the Securities Institute (2003), and a Diploma of Financial Planning from the FPA (2005), David possesses a strong foundation in financial principles. He has further enhanced his expertise with accreditations in margin lending, aged care, and listed products. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. David is passionate about providing strategic advice tailored to each client's unique circumstances. He can assist with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance or aged care, David can help you navigate the complexities of the financial landscape. Contact David today to arrange a consultation and take control of your financial future.
Financial Adviser
Paul Wright is an ASIC-registered financial adviser based in Fairy Meadow, NSW, dedicated to providing comprehensive financial solutions tailored to your unique needs. With a Bachelor of Commerce in Accountancy from the University of Wollongong (1985), and as a Chartered Accountant (CAANZ, 1986) and Certified Financial Planner (FPA, 2003), Paul brings over three decades of experience and a wealth of knowledge to his clients. His commitment to ongoing professional development is demonstrated through certifications including ASX Securities, Margin Lending, Self Managed Super Funds and Ethics & Professionalism in Financial Advice. Paul's extensive qualifications allow him to provide expert advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Paul is also a member of several leading professional bodies, including CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Governance Institute of Australia and the Tax Institute of Australia (TIA). Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Paul Wright can help you achieve your financial goals. Contact Paul today to schedule a consultation and take the first step towards a secure financial future.
Financial Adviser
Thomas Ryan is an ASIC-registered financial adviser based in Penshurst, NSW, dedicated to providing comprehensive and personalised financial solutions to his clients. With a career underpinned by extensive education and industry qualifications, Thomas holds a Graduate Diploma of Educational Administration from Deakin University (1987), a Diploma of Financial Planning from FPA Australia (1997), a Graduate Diploma of Insurance from Deakin University (2001), and a Master of Applied Finance from Charles Sturt University (2002). Furthering his expertise, Thomas has completed specialist courses including Self Managed Superannuation Funds Course (Tribeca Learning, 2004), ASX Accredited Listed Product Adviser (Kaplan Professional, 2008), Margin Lending and Geared Investments Course (Kaplan Professional, 2011), SMSF Specialist Advisor (SSA) Program (SMSF Professionals Association, 2011), Aged Care Specialist Adviser Program (Aged Care Specialists, 2012), and Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019). As a Certified Financial Planner of FPA Australia, a member of the Financial Advice Association of Australia (FAAA), a Life Risk Specialist of FPA Australia and an SMSF Specialist Advisor of the SMSF Association, Thomas is committed to upholding the highest standards of professionalism and ethical conduct. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Thomas offers expert guidance and support in the following key areas: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Thomas Ryan today to arrange a consultation and discover how he can help you achieve your financial goals.
Financial Adviser
Bradley Mcguirk is an ASIC-registered financial adviser dedicated to helping individuals and families in Narrabeen and across Australia achieve their financial goals. With over two decades of experience in the financial services industry, Bradley combines his extensive knowledge with a client-focused approach to deliver tailored financial solutions. Bradley holds a Bachelor of Economics from Macquarie University and is a Chartered Accountant, demonstrating his strong foundation in financial principles. He further enhanced his expertise by obtaining certifications in Self Managed Super Fund Advice, Certified Financial Planning, and Listed Products Advice. As an authorised financial adviser, Bradley provides advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in assisting clients with building and protecting their wealth through strategic investment and risk management strategies. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice With memberships in Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Bradley adheres to the highest professional and ethical standards. Ready to take control of your financial future? Contact Bradley today for a consultation.
Financial Adviser
Robert Koschel is an ASIC-registered financial adviser based in Hope Island, Queensland, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a career spanning over two decades, Robert holds a Foundation Diploma of Financial Planning from the FPA (2001), a Self Managed Super Fund Course from Tribeca (2004), and qualifications in Margin Lending (Kaplan, 2010) and ASX Securities (Kaplan, 2013). Further enhancing his expertise, he also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) from AAMC (2014). Robert is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Robert is passionate about empowering his clients to make informed decisions and achieve financial security. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Robert today to arrange a consultation and discover how his expertise can benefit you.
