Financial Planning Firm · Sydney , New South Wales

Climb Wealth Pty Ltd

Climb Wealth Pty Ltd is a financial planning firm based in Sydney, New South Wales. The firm has held an Australian Financial Services licence since 2011. ABN: 36 146 520 390.

About Climb Wealth Pty Ltd

Sydney, NSW, 2000

Licensed since 2011

ABN: 36 146 520 390

AFS Licence: 409424

15 Financial Advisers at Climb Wealth Pty Ltd

Antony Paul Selby No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

10 yrs

Since 2016

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Brenton Scott Tong No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

21 yrs

Since 2005

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Daniel Robert Cox No disciplinary history on record with ASIC

Bayswater, WA

Superannuation Life Insurance Life Insurance Investments Managed Investments

9 yrs

Since 2017

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Dianna Carol Jacobsen No disciplinary history on record with ASIC

Wodonga, VIC

Superannuation Life Insurance Life Insurance Investments Managed Investments

25 yrs

Since 2001

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Greg Suefong No disciplinary history on record with ASIC

Superannuation Life Insurance Life Insurance Investments Managed Investments

23 yrs

Since 2003

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Jessy Wang No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

2 yrs

Since 2024

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Judy Bohlsen No disciplinary history on record with ASIC

Turramurra, NSW

Superannuation Life Insurance Life Insurance Investments Managed Investments

13 yrs

Since 2013

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Lisa Kaye Varker No disciplinary history on record with ASIC

Superannuation Life Insurance Life Insurance Investments Managed Investments

22 yrs

Since 2004

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Mark Rees No disciplinary history on record with ASIC

Superannuation Life Insurance Life Insurance Investments Managed Investments

47 yrs

Since 1979

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Marnie Moana Maloney No disciplinary history on record with ASIC

Allambie Heights, NSW

Tax advice Superannuation Life Insurance Life Insurance Investments

17 yrs

Since 2009

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Matthew Leigh Davidson No disciplinary history on record with ASIC

Broadbeach Waters, QLD

Superannuation Life Insurance Life Insurance Investments Managed Investments

21 yrs

Since 2005

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Parker Silk No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

2 yrs

Since 2024

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Paul Andrew Hanrahan No disciplinary history on record with ASIC

Allambie Heights, NSW

Superannuation Life Insurance Life Insurance Investments Managed Investments

21 yrs

Since 2005

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Philip Barclay Rofe No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

23 yrs

Since 2003

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Steven John Brand No disciplinary history on record with ASIC

Gisborne, VIC

Superannuation Life Insurance Life Insurance Investments Managed Investments

9 yrs

Since 2017

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