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Matt Gadd
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Moneytax Financial Planning Pty Ltd |
BANKSTOWN |
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Moneytax Financial Planning provides comprehensive, tailored and appropriate financial advice to all types of clients regardless of their stage in life.
63/3-7 Fetherstone St
BANKSTOWN NSW 2200
Phone: 02 9796 3711
Email: matt.gadd@moneytax.com.au
Website: www.moneytax.com.au
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Justin Pagotto
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Jireh Family Trust |
CHIFLEY |
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Adviser Group: Patron Financial Advice
Justin Pagotto and Jireh Financial specialise in helping clients protect, create and grow their wealth. We are focused on building long term relationships and are passionate advocates of great customer service. We want to help our clients create an income that they can't outspend and provide real investment diversification by investing in asset classes that many financial planners do not.
6a Wells Street
CHIFLEY NSW 2036
Phone: 02 9345 6888
Email: justin@jirehfinancialservices.com
Website: www.financial-advice.com.au
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Tony Nicol
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Investment & Planning Professionals Pty Ltd |
DUBBO |
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Investment, superannuation and insurance advice in regional NSW, specialising in cashflow based planning, debt management, salary packaging and tax planning.
13 Quinn St, Dubbo
DUBBO NSW 2830
Phone: 02 4926 3982
Phone: 02 6884 4033
Email: tonynicol@ippgroup.com.au
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Jane Horn
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Rivet Financial Solutions |
GLEBE |
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Adviser Group: Patron Financial Advice
Jane Horn has had over 10 years experience as a Financial Planner and specializes in all facets of advice from direct equities to risk insurance. At Rivet Financial Solutions we aim to build certainty into your life. Jane charges an hourly rate for investment, structural and strategy advice and focuses on not using commission based products. Jane's clients value her professional and personal approach.
PO Box 61
GLEBE NSW 2037
Mobile: 0400 202 716
Email: jane@rivetfs.com
Website: www.financial-advice.com.au
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Neil Gearside
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NW Advice Pty Limited |
MANLY |
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NW Advice Pty Limited specialises in the following areas of wealth protection and wealth creation. Personal risk planning, retirement planning, estate planning, SMSF advice.
Suite 406 / 39 East Esplanade
MANLY NSW 2095
Phone: 02 9977 6677
Email: neil@nwadvice.com.au
Website: www.nwadvice.com.au
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Phil Burgess
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Stirling Financial Solutions |
MILSONS POINT |
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Adviser Group: Australian Financial Services
We help families and their friends to grow and protect their wealth to achieve their financial and lifestyle aspirations. We do this by providing knowledge, information and financial advice on strategies, structures, products and services. Our standards are high; we recognise that good business is built on client satisfaction and return business.
Suite 9 ??? 61 Lavender Street
MILSONS POINT NSW 2061
Phone: 02 9963 6000
Email: pburgess@stirlingfinancial.com.au
Website: www.stirlingfinancial.com.au
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Mahesh Perera
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Equity Advice Pty Ltd |
MIRANDA |
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Adviser Group: Patron Financial Advice
Mahesh Perera has over 12 years experience as a financial planner I specialise in all facet of advice from direct equities, SMSF , corporate super & all types of risk insurance. My value proposition is based on personal service and lasting relationships with high net worth clients.
1/49 Kiora Road
MIRANDA NSW 2228
Phone: 02 9525 5622
Email: mahesh@equityadvice.com.au
Website: www.financial-advice.com.au
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Alistair Saunders
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Northstar Financial Advisers |
MONA VALE |
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Northstar Financial Advisers offer comprehensive financial advice in all areas of financial planning. The Northstar Group provides all the services necessary to run a SMSF under one roof.
Suite 9, 90 Mona Vale Rd
MONA VALE NSW 2103
Phone: 02 9999 5272
Email: investment@nsg.com.au
Website: www.nsg.com.au
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Cindy Dahiya
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Alpha Advisers Group Pty Ltd |
MOSMAN |
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Adviser Group: Patron Financial Advice
As a financial planner and a corporate superannuation specialist, Cindy Dahiya has the ability to provide strategic and targeted advice to employers of large corporates, as well as guide and advise employees and individuals. She holds accreditation to advise on self managed super funds (Kaplan), insurance (personal and business), structured products and gearing. Cindy instills confidence in her clients to form lasting long-term relationships.
Level 1, 3 Brady Street
MOSMAN NSW 2088
Phone: 02 9904 0725
Email: cdahiya@alphaadvisers.com.au
Website: www.financial-advice.com.au
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Darren Johns
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Align Financial Pty Ltd |
NORTH NARRABEEN |
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We provide personal financial advice and help our clients make smart decisions about their money.
Suite 10 / 12 Rickard Road
NORTH NARRABEEN NSW 2101
Phone: 02 9913 9995
Email: adviser@alignfinancial.com.au
Website: www.alignfinancial.com.au
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Michael Roberts
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Bailey Roberts Group |
NORTH SYDNEY |
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Experts in strategic advice, direct investment asset management and portfolio administration.We give clients control over their financial future by utilising real-time taxation, performance and valuation reports. Specialists in SMSF accounting and compliance. We have a choice of locations to suit you, with offices in Sydney, North Sydney and Wollongong.
Ground Floor, 153 Walker Street
NORTH SYDNEY NSW 2060
128 Church Street
WOLLONGONG NSW 2500
Phone: 02 4220 1600 (Wollongong)
Phone: 02 9929 2982 (Nth Sydney)
Fax: 02 4226 3530
Email: michael@baileyroberts.com.au
Website: www.baileyroberts.com.au
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Michael Chan
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Phillips Financial |
NORTH SYDNEY |
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Phillips Financial specialises in tax effective strategies using Self Managed Super Funds (SMSF) and trust structures. We design investment portfolios around your goals & objectives. We also specialise in wealth creation strategies, retirement planning, estate planning strategies and debt solutions.
Level 6 / 53 Walker Street
NORTH SYDNEY NSW 2060
Phone: 1300 767 218
Fax: 1300 373 863
Email: mike@phillipsfinancial.com.au
Website: www.phillipsfinancial.com.au
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Michael Phillips
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Phillips Financial |
NORTH SYDNEY |
Dip FP, CFP, SSA, JP
Phillips Financial was founded in 1979 and is a leading financial advisory and investment management firm, providing cunstomised financial, investment and long term wealth stratagies to help you manage your financial affairs and investments.
We are fully privately owned and hold our own Australian Financial Services License. This means we are not affiliated with any product institutions, so our loyalty is to you, our client and our services are based on your unique financial needs and plans.
Our clients range from corporations and business clients to busy young paople in the midst of their careers, executives, entrepreneurs, self-funded retirees and multi-generational families looking to transfer their wealth smoothly to their future generations.
We take pride in our outstanding industry reputation. Phillips Financial is a pricipal Member of the Financial Planning Association of Australia, a member of the Self-Managed Super Fund Professionals' Association of Australia and a Full Member of the Mortgage & Finance Association of Australia.
Level 6, 53 Walker Street
NORTH SYDNEY NSW 2060
Phone: 1300 767 218
Fax: 1300 373 863
Email: michael@phillipsfinancial.com.au
Website: www.phillipsfinancial.com.au
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Janet Yeung
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Phillips Financial |
NORTH SYDNEY |
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Phillips Financial specialises in tax effective strategies using Self Managed Super Funds (SMSF) and trust structures. We design investment portfolios around your goals & objectives. We also specialise in wealth creation strategies, retirement planning, estate planning strategies and debt solutions.
Level 6 / 53 Walker Street
NORTH SYDNEY NSW 2060
Phone: 1300 767 218
Fax: 1300 373 863
Email: janet@phillipsfinancial.com.au
Website: www.phillipsfinancial.com.au
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Jon Reilly
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Vivid Financial |
NORTH SYDNEY |
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Adviser Group: Australian Financial Services
Our dedicated financial professionals are committed to helping our clients maintain the life they have created and create the life they have imagined. Our client's take comfort in the high level of control, flexibility and transparency that exists within their portfolio.
Level 7, 146 Arthur Street
NORTH SYDNEY NSW 2060
Phone: 02 8920 3666
Email: info@vidfinancial.com.au
Website: www.vividfinancial.com.au
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David Hasib
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PATRON Financial Advice |
PARRAMATTA |
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Adviser Group: Patron Financial Advice
With over 17 years experience, David offers specialist investment and risk planning strategies for medium to high income clients.
Level 6, 93 George St
PARRAMATTA NSW 2150
Phone: 02 9687 0311
Email: david@patronfa.com.au
Website: www.financial-advice.com.au
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Scott Wakelin
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PATRON Financial Advice |
PARRAMATTA |
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Adviser Group: Patron Financial Advice
Level 6, 93 George St
PARRAMATTA NSW 2150
Phone: 02 9687 0311
Email: scottw@chan-naylor.com.au
Website: www.financial-advice.com.au
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Graeme Yeates
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Sanina |
PARRAMATTA |
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Adviser Group: Patron Financial Advice
Graeme has 30 years experience as a financial adviser and specialises in wealth creation, managed investments, direct investments such as equities, superannuation, retirement planning, and personal risk insurance. Graeme's value proposition is based on personal service and advice and long-term relationships with clients.
Level 6, 93 George St
PARRAMATTA NSW 2150
Phone: 02 9687 0311
Email: graeme@tron.com.au
Website: www.financial-advice.com.au
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Adrian Raftery
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ARW Financial Management |
SYDNEY |
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Adviser Group: Australian Financial Services
ARW specialises in tax and superannuation consulting advice for clients of all ages. We have the adept ability to translate complicated jargon into understandable and workable solutions.
Level 2 / 92 Pitt Street
SYDNEY NSW 2000
Phone: 1800 829 626
Phone: 02 8256 2100
Email: adrian@arw.com.au
Website: www.arw.com.au
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Michael Voss
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Australian Financial Services Ltd |
SYDNEY |
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Specialising in self managed superannuation funds, direct equities and personal insurance.
Level 2 / 92 Pitt Street
SYDNEY NSW 2000
Phone: 02 9231 3755
Email: michael.voss@austfinservices.com.au
Website: www.austfinservices.com.au
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Sam Ghoreyshi
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Moneyclip Pty Ltd |
SYDNEY |
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Adviser Group: Australian Financial Services
Moneyclip is a wealth strategy advisory business, providing holistic advice tailored to suit client's needs in the areas of investment, superannuation, insurance and finance. Moneyclip has offices in Sydney and Melbourne.
Suite 1101, No. 50 Clarence St
SYDNEY NSW 2000
Phone: 02 9299 2292
Email: samg@moneyclip.com.au
Website: www.moneyclip.com.au
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Dejan Pekic
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Newealth Pty Ltd |
SYDNEY |
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Adviser Group: Newealth Pty Ltd
At last. A non institutionally owned firm with expert financial planners, who speak your language, analyse results and advise you regularly.
Level 10 276 Pitt Street
SYDNEY NSW 2000
Phone: 02 9267 2322
Fax: 02 9267 2422
Email: dejan.pekic@newealth.com.au
Website: www.newealth.com.au
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Tony Robertson
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PBD Wealth Management Pty Ltd |
SYDNEY |
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Financial planning business specialising in exchange listed investments blended with direct property investments.
Regus Centre, Level 34, 50 Bridge Street
SYDNEY NSW 2000
Phone: 1300 799 633
Email: tony@pbd.com.au
Website: www.pbd.com.au
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Mark Cupitt
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Pinn Deavin Securities |
TAREN POINT |
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Level 2, 2-4 Northumberland Drive
TAREN POINT NSW 2229
Phone: 02 8525 3700
Email: mark@pinndeavin.com.au
Website: www.pinndeavin.com.au
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Anthony Deavin
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Pinn Deavin Securities |
TAREN POINT |
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Level 2, 2-4 Northumberland Drive
TAREN POINT NSW 2229
Phone: 02 8525 3700
Email: tony@pinndeavin.com.au
Website: www.pinndeavin.com.au
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Adam Passwell
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Hales Douglass Financial Services Pty Ltd |
ULLADULLA |
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Established in 1983, Hales Douglass is now one of the largest chartered accounting and financial planning firms on the southern coast of New South Wales.
41 Deering Street
ULLADULLA NSW 2539
Phone: 02 4455 5333
Email: adam@halesdouglass.com.au
Website: www.halesdouglass.com.au
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Ian Bailey
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Bailey Roberts Group |
WOLLONGONG |
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Experts in strategic advice, direct investment asset management and portfolio administration. We give clients control over their financial future by utilising real-time taxation, performance and valuation reports. Specialists in SMSF accounting and compliance.
128 Church Street
WOLLONGONG NSW 2500
Phone: 02 4220 1600
Fax: 02 4226 3530
Email: ian@baileyroberts.com.au
Website: www.baileyroberts.com.au
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Jon Kilah
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Bailey Roberts Group |
WOLLONGONG |
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Experts in strategic advice, direct investment asset management and portfolio administration. We give clients control over their financial future by utilising real-time taxation, performance and valuation reports. Specialists in SMSF accounting and compliance.
128 Church Street
WOLLONGONG NSW 2500
Phone: 02 4220 1600
Fax: 02 4226 3530
Email: jon@baileyroberts.com.au
Website: www.baileyroberts.com.au
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Leith Thomas
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Bailey Roberts Group |
WOLLONGONG |
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Experts in strategic advice, direct investment asset management and portfolio administration. We give clients control over their financial future by utilising real-time taxation, performance and valuation reports. Specialists in SMSF accounting and compliance.
128 Church Street
WOLLONGONG NSW 2500
Phone: 02 4220 1600
Fax: 02 4226 3530
Email: leith@baileyroberts.com.au
Website: www.baileyroberts.com.au
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