Financial Planner Directory


International Institute of Technology

Phone: 1300 883 346 | 314/1 Queens Road, Melbourne, VIC | Web: http://www.iit.edu.au

The International Institute of Technology (IIT) is one of Australia's leading private education providers. IIT is a Registered Training Organisation (RTO number 21421) with the Victorian Registration and Qualifications Authority (VRQA).

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Perpetual

Phone: (02) 9229 9000 | GPO Box 4171, Sydney NSW 2001, Sydney, NSW | Web: http://www.perpetual.com.auPerpetual

Perpetual is an independent financial services group operating in funds management, financial advisory and trustee services. Our strong track record of performance, has created our reputation as one of the strongest brands in financial services.

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Moneywise Group Australasia

Phone: (02) 4367 3122 | Suite 1, The Moneywise Building, 69 The Central Coast Highway, West Gosford, NSW | Web: http://www.moneywisefs.com.au

Moneywise Group is a one-stop shop financial services group offering business and individual clients financial planning, accounting, insurance, loans & leasing, SMSF, property investment and IT service solutions all under the one roof.

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OBT Accountants

Phone: (07) 5462 2277 | 20 William Street, Gatton, QLD | Web: http://www.obtfinancialgroup.com.au/

Our tax accountants will explore all options for you and we select the best option that meet your unique situation, offering a tailor made tax accounting solution to make sure you receive the best possible tax advice.

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Future Step Financial Services

Phone: (02) 4284 1646 | Unit 601/1 Grand Court, Fairy Meadow, NSW | Web: www.futurestepfinancialservices.com.au

Financial Planning shoud be a service that is available to everybody irrespective of financial status. As an independent advisor I offer advice tailored to your needs at an affordable price Call today for a no obligation first consultation.

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My Wealth Solutions

Phone: (07) 3852 4114 | Level 1/54 Doggett Street, Newstead, Brisbane QLD 4006, Newstead, QLD | Web: http://mywealthsolutions.com.au/

My Wealth Solutions, work closely with our clients to build personalised financial plans designed to create, grow and protect wealth. Regardless of your financial status or life stage, My Wealth Solutions aim is to help you achieve your financial goals.

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Mirador Wealth Management

Phone: (02) 8014 5889 | 11/65 York Street, Sydney, NSW | Web: http://www.miradorwealth.com.au/

Mirador Wealth Management can help you with all aspects of your finances. We can help you achieve your financial goals, whether it be clearing debts, protecting your assets, managing your superannuation or business succession planning.

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Info/Max Accounting

Phone: (02) 9665 0018 | 19 Nathan street, Coogee, NSW | Web: http://www.infomax.com.au

Chartered Accountants, Registered Tax Agents, Licensed Financial Advisors, Certified Xero Advisors. Niche clientele of local, small businesses - medical/dental, building trades, retail & hospitality. Accounting, Tax, company & SMSF, financial advice

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Tax Ideas

Phone: (02) 8318 1545 | Shop 6 / 465 Victoria Av, Chatswood, NSW | Web: http://taxideas.com.au

If you're seeking a Good tax accountant and you've found us, and then there's a Good chance you'll uncover more tax benefits and get Good tailored accounting services.

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A&A Financial Planning Pty Ltd

Phone: (02) 9734 9770 | 5 Hans Place, Casula, NSW | Web: http://www.anafp.com.au

We provide quality Financial Planning services including Wealth accumulation & investment strategies, Personal & Business wealth protection, Superannuation & SMSF, Retirement planning & Centrelink advice, Debt management, Succession & Estate planning, Tax

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CP & A Accountants

Phone: (08) 8243 1949 | 63 Woodville Road, Woodville, SA

We at CP & A Accountants strive to assist our clients with all of their Accounting, Taxation, Financial and Bookkeeping needs.

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Synectic Financial

Phone: 1300 668 050 | 3/18 Haynes Avenue, Richmond, SA

SYNECTIC FINANCIAL SOLUTIONS GROUP PTY.LTD.>>> Finance & Financial Service Providers >>>Finance Brokers,specialising in Commercial & Business Finance & Home Loans, Financial Planning,Accounting,Security Services,Property Services,Cleaning Services

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Teo Partners

Phone: (03) 9763 8989 | 3 Mitta Close, Rowville, VIC | Web: http://teopartners.com.au

CPA Accountants Registered Tax Agent Financial Planner

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Mentor Financial Services

Phone: (08) 9354 6060 | 2/7 Augusta Street, Willetton, WA | Web: http://www.mentorfinancial.com.au

Mentor Financial Services are speacialists in providing tailored Financial Planning advice. Mentor also has a Morgage Broking division which searches for the most competitive finance deals in the market place.

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Accelerate Financial Services

Phone: (02) 9498 8555 | 28/924 Pacific Highway, Gordon, NSW | Web: http://www.acceleratefinancialservices.com.au

We create, execute and administer a tailored plan to achieve your goals for building, protecting, spending and passing on your wealth by advising on investments, superannuation, personal risk insurance and estate planning.

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Bridges Personal Investment Services Nambour

Phone: (07) 5476 0811 | Level 1, 22 Lowe Street, Nambour, QLD | Web: http://www.bridgesweb.com.au

Brendan provides advice in the areas of Retirement, Investment & Insurance Planning. He has particular skill in providing advice to & assisting wealth accumulators, busy professionals, and business owners. He is also a Full Service Stockbroker.

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Aspire Wealth Coaching

Phone: (08) 9200 2244 | Suite 6, 16 Kearns Crst Ardross, Ardross, WA | Web: http://www.iaspire.com.au

Aspire is a locally owned leading edge company that provides financial, business, corporate and lifestyle coaching and training. At Aspire we deliver inspirational and innovative, training, mentoring and wealth management solutions.

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Refund Easy Pty Ltd

Phone: 1300 992 889 | GPO BOX 842, Melbourne, VIC | Web: http://www.refundeasy.com.au

Low/Fixed Fee Financial Planning and NO ADVICE Commission or Fee Refund Service for Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions, Margin Loans. Certified Financial Planner (CFP).

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Apex Partners

Phone: 1300 856 338 | 133 Alexander Street, Crows Nest, NSW | Web: http://www.apexpartners.com.au

Apex Partners provides comprehensive financial advice, investment management, execution and administration services. We understand that everyone is unique. All financial advice is based on your individual objectives, circumstances and preferences. We w

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Clarke McEwan

Phone: (07) 5475 4300 | Level 1, 63 The Esplanade, Maroochydore, QLD | Web: http://www.clarkemcewan.com.au

As a successful Australian owned business we understand the challenges you face, from making effective business decisions to maximising your net worth.

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Medical Financial Group

Phone: (07) 3010 9205 | Level 7, 320 Adelaide St, Brisbane, QLD | Web: http://www.medicalfinancial.com.au

Medical Financial Group offers Financial Planning, Tax and Accounting, and Mortgage Broking services to members of the medical professions. We aim to offer a holistic financial management service for medical professionals.

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Reliance Risk

Phone: (02) 9262 3985 | Level 2, 2 Barrack Street, Sydney, NSW | Web: http://www.reliancerisk.com.au

Reliance Risk, enterprise risk management consultant in Sydney, works with sport, entertainment, venues and events to achieve good returns through the management of risk.

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St George Bank Toowong

Phone: (07) 3117 6100 | 55 Sherwood Road, Toowong, QLD | Web: http://www.stgeorge.com.au

In our business, we provide a wide variety of financial products and services to suit each individual customer's needs. These include fee-free accounts for pensioners, student accounts, special accounts for concession cardholders and a range of specialise

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Bloodstone

Phone: (02) 8831 8328 | Suite 206, 10 Norwest Central, Baulkham Hills, NSW | Web: http://www.bloodstone.net.au

The Bloodstone Group is a business cost management and expense reduction company that specialises in helping organisations reduce overheads and increase profitability. The cost of Freight, Print, Telecommunications, Office Supplies, and the many other e

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Matrix Planning Solutions

Phone: (07) 4639 4666 | 3 Little Street, Toowoomba, QLD | Web: http://www.matrixplan.com.au

Specialising in: - Life and Personal insurances - Superannuation - Self Managed Superannuation Funds - Investment planning - Gearing strategies - Retirement planning - Maximising your Centrelink benefits

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Plan Protect

Phone: (02) 9452 7871 | 205/14 Rodborough Road, Frenchs Forest, NSW | Web: http://www.planprotect.com.au

We are a holistic financial planning practise with over 75 years combined industry experience.There are currently 12 of us in the practise including 4 fully qualified financial planners. We are also qualified mortgage brokers.

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Vino Financial Freedom

Phone: (03) 9863 7900 | Suite 430, 1 Queens Road, Melbourne, VIC | Web: http://www.vinofinancialfreedom.com.au

We offer a personalised financial planning service; assisting you with budgeting skills to superannuation, investments and insurance and tax planning with in house accounting services.

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Gow-Gates Insurance Brokers

Phone: (02) 8267 9999 | Level 5, 85 George St, Parramatta, Sydney, NSW | Web: http://www.gowgates.com.au

The Gow-Gates Group is a leader in Insurance Broking and Financial Services. Established over 40 years ago, Gow-Gates is committed to delivering superior service and products for your business and personal needs. The Australian owned company has a dedicat

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On Time Marketing

Phone: (07) 4632 5522 | 7 Wylie St, Toowoomba City, QLD | Web: http://www.ontimemarketing.com.au

On Time Marketing is a Toowoomba based business providing simple, effective & affordable marketing options using web, print, sign and video media platforms.

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ABN AMRO Morgans Parramatta Division

Phone: (02) 9615 4511 | Level 4 Perth House, 85 George St, Parramatta, NSW | Web: http://www.abnamromorgans.com.au/parramatta

ABN AMRO Morgans Parramatta Division is a financial planning and stockbroking firm. We can manage all your financial needs related to your Business, Superannuation, Insurance, Succession Planning and Wealth Creation including Stockbroking.

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Mobile Money Solutions

Phone: 0418 887 679 | Prahran, VIC | Web: http://www.mobilemoneysolutions.com.au

WE COME TO YOU! Mobile Money Solutions provides a range of financial services to your door including: Bookkeeping, Accounting, Taxation, Home & Personal Loans, Financial Planning, Budgeting & Savings Plans, and Debt Relief Solutions.

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Paula Gust Financial Services

Phone: 0407 976 168 | Naracoorte, SA

Financial Planning, Investments, Income Protection, Life Insurance, Superannuation, Business Insurance, Succession Planning, Financial Advice

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Community Choice

Phone: (08) 9436 7888 | 28/168 Guildford Road, Maylands, WA | Web: http://www.communitychoice.com.au

Community Choice is an independently owned company offering a full range of financial services. Through our dedicated Accounting,Conveyancing, Lending & Financial Planning divisions, we are equipped to assist you with all types of financial requirements.

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Grampians Investment Services

Phone: (03) 5572 5488 | 62 Gray Street, Hamilton, VIC

Financial Planning services, including investment into direct shares, managed funds, term deposits and cash options. Self Managed Superannuation expertise in regards to investment and the completion of accounts and tax return. Personal Insurance.

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Full Circle Financial Group

Phone: 1300 930 554 | Level 2, 71-73 Palmerston Crescent, South Melbourne, VIC | Web: http://www.fcfinancial.com.au

Full Circle Financial Group is a financial services organisation that provides you with effective strategies for wealth creation. We offer a complete solution to your financial requirements including home loans, financial advice and property investments.

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JBWere Wealth Management

Phone: 1300 366 566 | 1 Farrer Place, Sydney, NSW | Web: http://www.jbwere.com.au

JBWere provides financial advice and wealth management services to a diverse range of clients throughout Australia and New Zealand. Our expert team has unparalleled market knowledge and experience, as well as a commitment to excellence.

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F3 Financial Services

Phone: 1300 314 335 | 17 Housewood Court, Samford, QLD

F3 Financial Services is an independent practice that provides financial advice and investment management solutions. Our services include financial planning, superannuation, wealth creation, investments, life insurance & income protection insurance.

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Clear Financial Services Pty Ltd

Phone: (02) 9571 5685 | 148/149-197 Pyrmont Street, Pyrmont, NSW

Clear Financial Services is an independent Financial Planning practice based in Sydney, NSW. Our advisors are leading investment professionals that provide best value and quality advice in Australia. Vist us at http://www.clearfins.com.au

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Elbon Financial Services

Phone: (07) 3376 4100 | 50 Raeside St, Westlake, QLD

Elbon Financial Services provides tailored advice on Insurance, Superannuation, Investments and Retirement Planning. With over 30 years of industry experience we will put our knowledge into your financial plan.

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Massive Financial

Phone: (07) 5592 5669 | Suite 203, Pivotal Point, 50 Marine Parade, Southport, QLD

Massive Financial is your complete financial resource for your everyday financial financial management. Superannuation, Taxation and Wealth Management Massive Financial is a corporate authorised representative of MyAdviser Pty Ltd AFSL 238307

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