Financial Advisers in Leongatha

8 registered Advisers · 8 with tax advice authorisation

Leongatha has 8 registered financial advisers across 5 firms. All advisers are authorised to provide tax financial advice services (TFAS). Experience ranges from 5 to 32 years.

8 Financial Advisers in Leongatha

Elizabeth Bentick

No disciplinary history on record with ASIC

Viridian Advisory

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

12 yrs experience

Since 2014

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ASIC ADV 001249158 Is this you? Claim listing

Gregory John Welsford

No disciplinary history on record with ASIC

Lifespan Financial Planning

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

32 yrs experience

Since 1994

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ASIC ADV 001236102 Is this you? Claim listing

Luke Robert Jones

No disciplinary history on record with ASIC

Consultum Financial Advisers

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Margin Lending

13 yrs experience

Since 2013

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ASIC ADV 000450154 Is this you? Claim listing

Matthew Edward Hams

No disciplinary history on record with ASIC

Consultum Financial Advisers

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

24 yrs experience

Since 2002

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ASIC ADV 000248043 Is this you? Claim listing

Panu Kuhne

No disciplinary history on record with ASIC

Lifespan Financial Planning

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

12 yrs experience

Since 2014

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ASIC ADV 000457084 Is this you? Claim listing

Peter Glenn Warren

No disciplinary history on record with ASIC

Apex MacRo Financial Group

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Margin Lending

23 yrs experience

Since 2003

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ASIC ADV 001000228 Is this you? Claim listing

Samantha Joy Kiely

No disciplinary history on record with ASIC

Viridian Advisory

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Margin Lending

27 yrs experience

Since 1999

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ASIC ADV 001237440 Is this you? Claim listing

Syd David Jackson

No disciplinary history on record with ASIC

Personal Financial Services

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

5 yrs experience

Since 2021

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ASIC ADV 001282835 Is this you? Claim listing

Frequently Asked Questions

How many financial advisers are there in Leongatha?

There are 8 registered financial advisers in Leongatha, Victoria, across 5 firms. All are registered with ASIC.

How do I find a financial planner in Leongatha?

You can find a registered financial planner in Leongatha using this directory. All 8 financial planners and advisers listed are registered with ASIC and sourced from the Financial Advisers Register.

Which financial advisers in Leongatha can provide tax financial advice?

All of the financial advisers in Leongatha are authorised to provide Tax Financial Advice Services (TFAS) under their ASIC licence.

Who are the most experienced financial advisers in Leongatha?

The most experienced financial advisers in Leongatha include Elizabeth Bentick (12 years), Gregory John Welsford (32 years), Luke Robert Jones (13 years).

How do I verify a financial adviser's registration in Australia?

You can verify any financial adviser's registration on the ASIC Financial Advisers Register at moneysmart.gov.au. All advisers listed on this page are sourced directly from the ASIC register, which is updated weekly.

Nearby Financial Advisers

Korumburra, VIC 12km Loch, VIC 24km Inverloch, VIC 26km Foster, VIC 30km