Financial Advisers in Dunsborough

4 registered Advisers · 4 with tax advice authorisation

Dunsborough has 4 registered financial advisers across 4 firms. All advisers are authorised to provide tax financial advice services (TFAS). Experience ranges from 17 to 28 years.

4 Financial Advisers in Dunsborough

James Patrick Menezies

No disciplinary history on record with ASIC

Wealth Collective Adviser Services

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

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ASIC ADV 000314892 Is this you? Claim listing

Mark John Lockwood

No disciplinary history on record with ASIC

Australian Advisor Collective

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

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ASIC ADV 000245010 Is this you? Claim listing

Paul Scott Barsden

No disciplinary history on record with ASIC

Bpw Licensee Services

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

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ASIC ADV 000306835 Is this you? Claim listing

Shane Michael Reid

No disciplinary history on record with ASIC

Akumin Financial Planning

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

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ASIC ADV 000340230 Is this you? Claim listing

Frequently Asked Questions

How many financial advisers are there in Dunsborough?

There are 4 registered financial advisers in Dunsborough, Western Australia, across 4 firms. All are registered with ASIC.

How do I find a financial planner in Dunsborough?

You can find a registered financial planner in Dunsborough using this directory. All 4 financial planners and advisers listed are registered with ASIC and sourced from the Financial Advisers Register.

Which financial advisers in Dunsborough can provide tax financial advice?

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

Who are the most experienced financial advisers in Dunsborough?

The most experienced financial advisers in Dunsborough include James Patrick Menezies ( years), Mark John Lockwood ( years), Paul Scott Barsden ( 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.

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