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NORTH BONDI
(NSW), 2026
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(NSW), 2011
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(NSW), 2034
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(NSW), 2028
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(NSW), 2029
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(NSW), 2010
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(NSW), 2021
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(NSW), 2027
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(NSW), 2025
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(NSW), 2031
William Murray
CFP®
Verve Financial Partners
Level 18 Tower 2 Corner Grafton & Grosvenor Streets
Bondi Junction, NSW 2022
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Solomon Forman
CFP®
Forman Financial Services Pty Ltd
405/251 Oxford Street
Bondi Junction, NSW 2022
www.formanfinancialservices.com.au
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Terry Panigiris
CFP®
CBD Advisory
SUITE 1501A, WESTFIELD TOWER 2 LEVEL 15/101 GRAFTON STREET
Bondi Junction, NSW 2022
www.cbdadvisory.com.au
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Daniel Sharp
CFP®
Warrington Scott Pty Ltd
Level 4, 35-45 Spring Street
Bondi Junction, NSW 2022
ws.net.au
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Warrington Scott Pty Ltd
Professional Practice
Level 4, 35-45 Spring Street
Bondi Junction, NSW 2022
ws.net.au
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David O'Callaghan
CFP®
MHW Wealth Management
Suite 806 level 8/35 Spring Street
Bondi Junction, NSW 2022
www.mhw.net.au
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Marc Weininger
CFP®
Triumph Financial Services Pty Ltd
707/251 Oxford Street
Bondi Junction, NSW 2022
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Martin Dobson AFP®
Suite 2105 Level 21 Westfield Tower 1
Bondi Junction, NSW 2022
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Philip Sheridan
CFP®
Viridian Advisory Pty Ltd
Suite 2201 101 Grafton Street
Bondi Junction, NSW 2022
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Jeremy Chiel
CFP®
Stonehouse Financial Partners
Level 3 44 Miller Street
Bondi Junction, NSW 2022
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Alejandro Jimenez Valdivieso AFP®
Suite1302 level 13, Westfield Tower 2, 101 Grafton Street
Bondi Junction, NSW 2022
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Jeremy Green AFP®
Best Interest Financial Planning Pty Ltd
Westfield Tower 2, Level 15 - Suite 1508, 101 Grafton Street
Bondi Junction, NSW 2022
www.bifp.com.au/
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Robert Shears
CFP®
Valor Private Wealth
Suite 2404 Tower 2 101 Grafton Street
Bondi Junction, NSW 2022
www.valorprivatewealth.com
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Martin Morris AFP®
My Financial Mentors
1 Newland Street
Bondi Junction, NSW 2022
www.myfinancialmentors.com.au
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David Isaacs
CFP®
Quadrant Wealth
Suite 1205, 1 Newland Street
Bondi Junction, NSW 2022
www.quadrantwealth.com.au
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James Bucknell
CFP®
Suite 901, 1 Newland Street
Bondi Junction, NSW 2022
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Jonathan Mulconry
CFP®
True Wealth Advisers Pty Ltd
Suite 1403, Level 14 Westfield Tower 2 101 Grafton St
Bondi Junction, NSW 2022
www.truewealthadvisers.com.au
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Anthony Brett AFP®
89 Bronte Rd
Bondi Junction, NSW 2022
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Jackson Brown AFP®
89 Bronte Rd
Bondi Junction, NSW 2022
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Bruce Jennings
Jennings Financial Services
suite 904 level 9/1 Newland St
Bondi Junction, NSW 2022
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Daniel Grusd
Onelife Financial
806/251 Oxford Street
Bondi Junction, NSW 2022
www.onelifefinancial.com.au
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Rodney Rose
Life Plan Financial Advisors
602/79-86 Oxford Street
Bondi Junction, NSW 2022
www.life-plan.com.au
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Brian Gillman
Gillman & Associates Financial Planning
suit 803 level 8/9-13 Bronte Rd
Bondi Junction, NSW 2022
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Nicholas Bregolin
CBD Advisory
Bondi Junction, NSW 2022
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Robert Beutum
CFP®
Suite 1302, Level 13 Westfield Tower 2
Bondi Junction, NSW 1355
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Charles Read
CFP®
P O Box 714
Bondi Junction, NSW 1355
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Andrew Reynolds
CFP®
EFS Advice
Hub Hyde Park, Level 3 223 Liverpool St
Sydney, NSW 2022
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Michael Marino AFP®
Iconic Wealth Advisory Services
suite 8/1 Moncur St
Woollahra, NSW 2025
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Theodore Mallos AFP®
Numeric Wealth Management
Level 1, 99 Queen Street
Woollahra, NSW 2025
www.numeric.com.au
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Gregory Dobrin AFP®
Sureserve
52 Grosvenor Street
Woollahra, NSW 2025
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Catherine Navarro
True Direction
87 Blair St
North Bondi, NSW 2026
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Viviane Parsons
CFP®
Lux Financial Planning
85 Elizabeth Street
Paddington, NSW 2021
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Max Moodley
CFP®
Omega Financial Solutions Pty Ltd
50 B Oxford Street
Paddington, NSW 2021
www.omegafs.com.au
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Dwayne Fernandes
CFP®
Principal Edge Financial Services
Suite 3.4 30-36 Bay Street
Double Bay, NSW 2028
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Grant Goldsworthy AFP®
Principal Edge Financial Services
Bay Street
Double Bay, NSW 2028
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Simone Du Chesne AFP®
Suite 3.02 Level 3, 451 New South Head Road
Double Bay, NSW 2028
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Phillip Hines AFP®
Perpetual Trustee Company Limited
Angel Place 123 Pitt Street
Sydney, NSW 1360
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Greg Woods AFP®
Fiducian Financial Services Pty Ltd
Suite 1 99 Albion Street
Randwick, NSW 2031
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Jacqueline Irwin
CFP®
Virtue Advice
201 Alison Rd
Randwick, NSW 2031
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Cameron McAusland
CFP®
Virtue Advice
Suite 6 201 Alison Rd
Randwick, NSW 2031
www.virtueadvice.com.au
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Justin Pagotto
Jireh Financial
Level 2, 65-71 Belmore Rd
Randwick, NSW 2031
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Amie Baker
Rekab Advice
19 Henry Street
Randwick, NSW 2031
rekabadvice.com.au/
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Luigi Iacullo
CFP®
Bongiorno Group
Ground Floor 179 New South Head Road
Edgecliff, NSW 2027
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Gary Winwood-Smith AFP®
Sydney Financial Planning
Suite 13, Edgecliff Mews 201 New South Head Road
Edgecliff, NSW 2027
www.sydneyfinancialplanning.com.au
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Martin Caramians AFP®
Harbourlight Private Wealth Management
Suite 405 203-233 New South Head Road
Edgecliff, NSW 2027
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James Brescia
CFP®
Ground Floor, 179 New South Head Road
Edgecliff, NSW 2027
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Steven Stolle AFP®
Sydney Financial Planning
13/201 New South Head Rd
Edgecliff, NSW 2027
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William Bracey
Sydney Financial Planning
13/201 New South Head Rd
Edgecliff, NSW 2027
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Michal Bodi
Sydney Financial Planning
suite 13/201 New South Head Rd
Edgecliff, NSW 2027
www.sydneyfinancialplanning.com.au/who-we-are/our-planning-team/michal-bodi
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Brent Daniel Wilson AFP®
179 New South Head Rd
Edgecliff, NSW 2027
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Mark Roger Anderson AFP®
179 New South Head Rd
Edgecliff, NSW 2027
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Anita Louie AFP®
ANZ Private Bank
PO Box 493
Rose Bay, NSW 2029
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Jason Rademan
CFP®
Lipman Burgon and Partners Pty Limited
Unit 12 37-39 Spencer Street
Rose Bay, NSW 2029
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Gregory Bloom
1st Street Financial
Rose Bay, NSW 2029
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Christopher Saunders
Capital Counts Pty Ltd
230 Clovelly Rd
Coogee, NSW 2034
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Michael Ian Sykes
EZI Protect
84 Nicholson Street
Woolloomooloo, NSW 2011
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James Cotis
CFP®
Logical Financial Management Australia Pty Ltd
Suite 21 Level 2
Surry Hills, NSW 2010
www.logicalfinancial.com.au
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Bruce Killingly
CFP®
Getplanning Pty Ltd
37 Wrightson Ave
Bar Beach, NSW 1300
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Paul Hudson
CFP®
Hudson Gore Financial Services P/L
Suite 402, L4, 88Foveaux St
Surry Hills, NSW 2010
www.hudsongore.com.au
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Patricia Gregory
CFP®
Fox and Hare Financial Advice
223 Liverpool St
Darlinghurst, NSW 2010
foxandhare.com.au
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Jason Harrison AFP®
Steadfast Life Pty Ltd
Suite 510/46 Kippax Street
Surry Hills, NSW 2010
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Simon Wulf AFP®
Fox and Hare Financial Advice
Fox and Hare Level 3/223 Liverpool Street
Darlinghurst, NSW 2010
foxandharewealth.com/
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Glen Hare
Fox & Hare Wealth
l3/223 Liverpool St
Darlinghurst, NSW 2010
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Jessica Gerken
39 Phelps St
Surry Hills, NSW 2010
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Darren Conway
Steadfast Life Pty Ltd
Suite 510/46-56 Kippax Street
Surry Hills, NSW 2010
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William Hurst AFP®
336/410 Elizabeth Street
Surry Hills, NSW 2010
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Bruce Kluk
CFP®
The Principal Edge Pty Ltd
Suite 3.4 ,level 3 30-36 Bay Street
Double Bay, NSW 2030
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Amanda Levine
The North City Group Pty Ltd
93 Hopetoun Ave
Vaucluse, NSW 2030
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ALAN KLEIN
XL Planners
PO Box 123, VAUCLUSE NSW 2030
Vaucluse, NSW 2030
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Isaac Ddamba
WealthOne Advice Solutions
303 Cleveland St
Redfern, NSW 2016
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Mark Nagle AFP®
Treysta Wealth
level 10/60 Carrington St
Sydney, NSW 2000
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Winnie Butt
CFP®
Mercury Private Pty Ltd
Level 17/60 Martin Place
Sydney, NSW 2000
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Vivek Krishan AFP®
Unisuper Ltd
17/1 Macquarie Pl
Sydney, NSW 2000
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Zhiyu Steven Wang AFP®
AIA Financial Wellbeing
Level 21 / 1 Market St
Sydney, NSW 2000
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Thomas Serratore AFP®
Level 9,20 Martin Place
Sydney, NSW 2000
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Elizabeth Amy Wise AFP®
Apt Wealth Partners Pty Ltd
28/31 Market St
Sydney, NSW 2000
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John Menezes AFP®
CU FINANCIAL PLANNING
suite 4 level 4/428 George St
Sydney, NSW 2000
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Matthew Langhein
CFP®
Perpetual Trustee Company Limited
123 Pitt Street
Sydney, NSW 2000
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Aaron Phuong AFP®
Nimbus Financial Pty Ltd
3 Spring Street
Sydney, NSW 2000
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Prue Cheeseman-Goodes
CFP®
HLB Mann Judd Wealth Management (NSW)
Level 19, 207 Kent Street
Sydney, NSW 2000
hlb.com.au/
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Timothy Eustace
CFP®
Mercury Private Pty Ltd
Level 13 1 Macquarie Place
Sydney, NSW 2000
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Andrew Keay AFP®
Level 29 225 George Street
Sydney, NSW 2000
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Caroline Brown
CFP®
Fiducian Financial Services Pty Ltd
Level 4 1 York Street
Sydney, NSW 2000
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Peter Richards
CFP®
People & Partners Wealth Management Pty Ltd
Level 10 Aurora Place 88 Phillip St
Sydney, NSW 2000
www.peopleandpartners.com.au
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John Laird
CFP®
Level 8 25 Blight Street
Sydney, NSW 2000
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Dejan Pekic
CFP®
Newealth Pty Ltd
276 Pitt St
Sydney, NSW 2000
www.newealth.com.au
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Andrew Rafty
CFP®
Findex (Aust) Pty Ltd
Level 15 1 O'Connell Street
Sydney, NSW 2000
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James McGregor
CFP®
Apt Wealth Partners Pty Ltd
Level 28 31 Market Street
Sydney, NSW 2000
www.aptwealth.com.au
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Greg Pride
CFP®
Findex (Aust) Pty Ltd
1 O'Connell St
Sydney, NSW 2000
www.centricwealth.com.au
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Jeffrey Wrightson
CFP®
Sovereign Wealth Partners Pty Ltd
Level 26 20 Bond Street
Sydney, NSW 2000
sovereignwp.com
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Bruce Gilbert
CFP®
B A Gilbert & Co P/L
Suite 303, Level 3 65 York Street
Sydney, NSW 2000
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Domenico Sgro
CFP®
Bridges Financial Services Pty Ltd
Level 3, 30 Hickson Road
Millers Point, NSW 2000
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Bronwyn Speed
CFP®
AccountantsIQ Pty Ltd
Suite 21 Level 2 8 Hill Street
Walsh Bay, NSW 2000
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Thomas Ilinkovski
CFP®
PSK Private Wealth
Level 6 44 Market Street
Sydney, NSW 2000
www.psk.com.au
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Mark Pilat
CFP®
Pilat Co
Level 57 MLC Centre 19-29 Martin Place
Sydney, NSW 2000
www.pilatco.com.au
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Paul Crowne
CFP®
Findex Advice Services Pty Ltd
Level 15 1 O'Connell St
Sydney, NSW 2000
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Andrew Badgery
CFP®
Badgery Financial Planning Pty Ltd
157 Liverpool St Sydney NSW 2000
Sydney, NSW 2000
www.solutions2retirement.com.au
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Michelle Summers
CFP®
Summers & Associates Private Wealth Management
1 York Street Level 20
Sydney, NSW 2000
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Gregory Cook
CFP®
Eureka Financial Group Pty Ltd
Level 10 88 Phillip St
Sydney, NSW 2000
www.eurekawhittakermacnaught.com.au
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Donald Nicol
CFP®
Wynyard Park Private Wealth
Level 33 264-278 George Street
Sydney, NSW 2000
www.wynyardpark.com.au/
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Eureka Financial Group Pty Ltd
Professional Practice
Level 10 88 Phillip St
Sydney, NSW 2000
www.eurekawhittakermacnaught.com.au
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James Beresford
CFP®
Beresfords Financial Planning Pty Ltd
7/75 Pitt St
Sydney, NSW 2000
www.beresfords.com.au
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Errol Woodbury
CFP®
Woodbury Financial Services
Level 36, Governor Phillip Tower 1 Farrer Place
Sydney, NSW 2000
www.woodburyfs.com.au
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Jamie Cockerill
CFP®
Perpetual Trustee Company Limited
Level 11 123 Pitt Street
Sydney, NSW 2000
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Stephen Davis
CFP®
Findex Advice Services Pty Ltd
Level 15 1 O'Connell Street
Sydney, NSW 2000
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Paul Aspropotamitis
CFP®
PSK Private Wealth
Level 6 44 Market St
Sydney, NSW 2000
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Andrew Wiefler AFP®
Hub Wealth Management
Level 18 44 Market St
Sydney, NSW 2000
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Bill Stefani
CFP®
PSK Private Wealth
level 12/25 Martin Pl
Sydney, NSW 2000
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Janine Varughese
CFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Level 22 388 George Street
Sydney, NSW 2000
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Karen Crane
CFP®
Matrix Planning Solutions Limited
Level 8, 309 George Street
Sydney, NSW 2000
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Catherine Wong Doo
CFP®
JBWere Ltd
level 10/10 Carrington St
Sydney, NSW 2000
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Themistoklis Karakaidos
CFP®
DJT Wealth Pty Ltd
264 George St
Sydney, NSW 2000
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Timothy Donlea
CFP®
Artemas Wealth Management Pty Ltd
Artemas Wealth Management Level 3, 31 Alfred Street
Sydney, NSW 2000
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Nigel Janson
CFP®
Suite 11 Level 14 327-329 Pitt Street
Sydney, NSW 2000
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Ian Carter AFP®
EC Financial
Level 3, Suite 8, 66 Hunter Street,
Sydney, NSW 2000
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John Ellis
CFP®
EC Financial
suite 8 level 3/66 Hunter St
Sydney, NSW 2000
www.ecfinancial.com.au
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Vincent Dore
CFP®
Identity McIntyre Financial Group (IMFG)
Level 8/171 Clarence St
Sydney, NSW 2000
www.imfg.com.au
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Rodney Dickinson AFP®
Altus Financial Services Pty Ltd
Level 12 10 Spring Street
Sydney, NSW 2000
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Jennifer Porter
CFP®
Bloom Advisory Group Pty Ltd
Level 2 117 Clarence Street
Sydney, NSW 2000
www.bloomadvisory.com.au
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Dean Watson
CFP®
JBWere Ltd
Level 19 255 George Street
Sydney, NSW 2000
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Bill Fotopoulos
CFP®
PSK Private Wealth
Level 12, 25 Martin Place
Sydney, NSW 2000
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Michael Hutton
CFP®
HLB Mann Judd Wealth Management (NSW)
Level 5, 10 Shelley Street
Sydney, NSW 2000
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Louie Ognenovski
CFP®
Ord Minnett Limited
225 George St
The Rocks, NSW 2000
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Michelle Flanagan
CFP®
TWD Australia Pty Ltd
Level 7, 88 Phillip Street
Sydney, NSW 2000
www.twd.com.au
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Noel Ching
CFP®
Level 24, Three International Towers, 300 Barangaroo Avenue
Sydney, NSW 2000
www.majesticadvisors.com.au
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Guy Mahony
CFP®
Legalsuper Pty Ltd
Suite 2, Level 27 Governor Macquarie Tower
Daceyville, NSW 2000
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Virginnia Hottes
CFP®
Viridian Advisory Pty Ltd
level 14/1 Margaret Street
Sydney, NSW 2000
viridianadvisory.com.au
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Joseph Felizzi
CFP®
Aeran Pty Ltd
Level 57 MLC Centre 19 Martin Place Sydney NSW 2000
Sydney, NSW 2000
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Justin Hooper
CFP®
Sentinel Wealth Management Pty Ltd
Level 24, 56 Pitt Street
Sydney, NSW 2000
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Trudi Beresford
CFP®
Beresfords Financial Planning Pty Ltd
7/75 Pitt St
Sydney, NSW 2000
www.beresfords.com.au
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Despina Pavlou
CFP®
Telstra Super Financial Planning Pty Ltd
Suite 2, Level 3 66 Clarence Street
Sydney, NSW 2000
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James Dakin
CFP®
Park Street Group
Sydney, NSW 2000
www.parkstreetgroup.net.au
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Adam McMahon
CFP®
Level 11 66 Clarence Street
Sydney, NSW 2000
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James Lawrie AFP®
Unisuper Ltd
Level 17 , Gateway Building 1-7 Macquarie Place
Sydney, NSW 2000
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Andrew Unterweger
CFP®
Unicorp Partners Pty Ltd
Level 16 175 Pitt Street
Sydney, NSW 2000
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George Caredes
CFP®
Altus Financial Services Pty Ltd
Altus Financial Services Level 12, 10 Spring Street
Sydney, NSW 2000
www.altusfinancial.com.au
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Carmelo Viola
CFP®
Pitcher Partners Sydney Wealth Management Pty Ltd
201 Sussex St Level 16, Tower 2
Sydney, NSW 2000
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Rodney Gardner
CFP®
5 Wealth Management Pty Ltd T/A 5 Financial
Suite 206 Level 2 3 Rider Boulevard
Sydney, NSW 2000
www.5Financial.com.au
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Scott Douglas
CFP®
Identity McIntyre Financial Group (IMFG)
Level 6 17 Castlereagh Street
Sydney, NSW 2000
www.imfg.com.au
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Craig Milroy
CFP®
Much Pty Ltd T/a Much More Than Money
Level 9 87-95 Pitt Street
Sydney, NSW 2000
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Brendan Element
CFP®
FIRSTUNITY Financial Services Pty Ltd
Level 21 25 Bligh St
Sydney, NSW 2000
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Paul McCarthy
CFP®
Perpetual Trustee Company Limited
LEVEL 10 201 Sussex Street
Sydney, NSW 2000
www.perpetual.com.au
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Anthony Richard-Preston AFP®
Killara Wealth
level 36/1 Farrer Place
Sydney, NSW 2000
www.killarawealth.com.au
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Craig Peterson
CFP®
GSB Financial Advice
Level 10 70 Pitt Street
Sydney, NSW 2000
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Paul Heanly AFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
www.hunterwealth.com.au/
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Marcel Parrett
CFP®
Fitzpatricks Private Wealth Pty Ltd
Level 9, 10 Spring Street
Sydney, NSW 2000
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Peter Gialouris
CFP®
CADTRE Consulting
Level 23, 25 Bligh Street
Sydney, NSW 2000
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Timothy Conde
CFP®
Apt Wealth Partners Pty Ltd (Sydney)
Level 28, 31 Market Street
Sydney, NSW 2000
www.aptwealth.com.au
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Michael Coorey
CFP®
Strategic Planning Solutions Pty Limited
Suite 322, 5 Lime Street
Sydney, NSW 2000
www.strategicplanningsolutions.com.au
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Katherine Cramsie
CFP®
Lorica Partners
Level 11, 68 Pitt Street
Sydney, NSW 2000
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Frank Tesoriero AFP®
Findex Advice Services Pty Ltd
1 O'Connell St
Sydney, NSW 2000
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Vincenzo Zappia
CFP®
NGS Super
Level 4, 14 Martin Place
Sydney, NSW 2000
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Scott Everingham
CFP®
Finplan Pty Ltd
Suite 204, L2, 111 Harington Street
Sydney, NSW 2000
www.finplan.net.au
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Richard Carey
CFP®
Unite Advisory Pty Ltd
Level 10 Suite 2
Sydney, NSW 2000
www.unitedadvisory.com.au/
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Craig Naylor
CFP®
Unisuper Ltd
UniSuper Level 17 Gateway Building
Sydney, NSW 2000
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David Laanemaa
CFP®
Back9 Capital Management Pty Limited
Level 12 4-6 Bligh Street
Sydney, NSW 2000
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Warren Skinner
CFP®
Perpetual Trustee Company Limited
Level 11 123 Pitt Street
Sydney, NSW 2000
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Lachlan Baker AFP®
Franc Mark Sterling
3 Spring Street SYDNEY NSW
Sydney, NSW 2000
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Dietmar Birkmann
CFP®
Spinifex Private Wealth
Level 19 1 O'Connell Street
Sydney, NSW 2000
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Esther Lam
CFP®
Assert Financial Planning
Sydney, NSW 2000
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Benjamin Frawley
CFP®
Frawley Financial Planning and Retirement Services Pty Ltd.
Suite 1 Level 17
Sydney, NSW 2000
www.frawleyfinancial.com.au
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William Tomac
CFP®
FIDELIS PRIVATE WEALTH Pty Ltd
Suite 2, Level 24, 1 Market Street
Sydney, NSW 2000
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Richard McGrath
CFP®
Kemosabe Capital Pty Ltd.
125 Bourke Street
Sydney, NSW 2000
www.kemosabe-capital.com
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Randall March
CFP®
JBWere Ltd
Level 10 10 Carrington Street
Sydney, NSW 2000
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Michael Muehlheim
CFP®
Macquarie Bank Limited
Level 7 1 Shelley St
Sydney, NSW 2000
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Hamish McIntosh
CFP®
KWM Financial Consultants
Level 57, MLC Centre 19 - 29 Martin Place
Sydney, NSW 2000
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Horizon Wealth Management Pty Ltd
Professional Practice
Suite 2006/ Level 20 44 Market Street
Sydney, NSW 2000
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Brian May
CFP®
Horizon Wealth Management Pty Ltd
Suite 2006/ Level 20 44 Market Street
Sydney, NSW 2000
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Jamil Elrifai AFP®
ALFA Wealth Management
Level 23 25 Blight St
Sydney, NSW 2000
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Thomas Schipilliti
CFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
www.hunterwealth.com.au
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Robert Hill
CFP®
Family Wealth Advisory
Suite 5 Level 9 66 Hunter Street
Sydney, NSW 2000
www.familywealthadvisory.com.au
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Alison Williamson LRS AEPS
CFP®
Fiducian Financial Services Pty Ltd
Level 22, 227 Elizabeth Street
Sydney, NSW 2000
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Michael Johnson AFP®
BSR Financial Advisers
Level 10 Suite 2
Sydney, NSW 2000
www.sydneyagedcarefinancialadvisers.com.au
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Brendon Hewlett
CFP®
PSK Private Wealth
level 12/25 Martin Pl
Sydney, NSW 2000
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Trevor Thomas
CFP®
Ethinvest Pty Ltd
Level 8 1 York Street
Sydney, NSW 2000
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Rhett Pudney AFP®
Apt Wealth Partners Pty Ltd
Level 28 31 Market Street
Sydney, NSW 2000
www.aptwealth.com.au
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Aziz Meherali
CFP®
Elixir Private Wealth Pvt Ltd
Bligh Chambers Level 26, 25 Bligh Street
Sydney, NSW 2000
elixirprivatewealth.com.au
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Damien Barker
CFP®
The Financial Group
Level 15 115 Pitt Street
Sydney, NSW 2000
www.thefinancialgroup.com.au
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Geoffrey Kaye
CFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Level 22 388 George Street
Sydney, NSW 2000
www.stateplus.com.au/find-a-planner/ssfsgeoffk
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Simeon Levin
CFP®
Simfin Pty Ltd
Level 9 10-14 Spring Street
Sydney, NSW 2000
fitz.com.au/adviser/simeon-levin/
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Matthew Smith
CFP®
Altus Financial Pty Ltd
Level 12 10 Spring Street
Sydney, NSW 2000
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Marcus Nicholls AFP®
L33 Australia Square 264 George Street
Sydney, NSW 2000
www.windmillfp.com.au
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Colin Benvenuto
CFP®
Emerge Financial Pty Limited
Suite 1 Level 8 66 Hunter Street
Sydney, NSW 2000
www.emergefinancial.com.au
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Harry Mantzouratos
CFP®
Much Pty Ltd T/a Much More Than Money
l9/95 Pitt St
Sydney, NSW 2000
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Louise Lakomy
CFP®
Crystal Wealth Partners
Level 6 10 Spring Street
Sydney, NSW 2000
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Roderick de Bie
CFP®
Active Super
28 Margaret Street
Sydney, NSW 2000
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Ricky Soo
CFP®
Aspire Financial Solutions
3 Spring Street
Sydney, NSW 2000
www.aspirefs.net.au
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Carly Tonkinson
CFP®
11/10 Carrington St
Sydney, NSW 2000
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Angus Dockrill
CFP®
IMFG
Level 8 171 Clarence Street
Sydney, NSW 2000
www.imfg.com.au
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Dean O'Neill
CFP®
DJT Wealth Pty Ltd
Level 30 264-278 George Street
Sydney, NSW 2000
www.djtwealth.com,.au
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Jacob Poon AFP®
JP Wealth Assurance
Sydney, NSW 2000
www.jpwealthassurance.com.au
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Kim Murray
CFP®
level 24/1 Market St
Sydney, NSW 2000
www.lifespanfp.com.au
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Salena Nguyen AFP®
Renaissance Wealth Advisors Pty Limited
Suite 3, Level 13, 56 Pitt Street
Sydney, NSW 2000
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Errol Umar
CFP®
Active Super
Level 12 28 Margaret Street
Sydney, NSW 2000
www.lgsuper.com.au
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Ian Smith
CFP®
Private Wealth Partners
Level 6, 87-95 Pitt Street,
Sydney, NSW 2000
www.www.privatewealthpartners.com.au
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Oliver Conick
CFP®
ConickLaird Pty Ltd
Sydney, NSW 2000
www.conicklaird.com.au
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WLM Financial Services Pty Ltd
Professional Practice
level 20/56 Pitt St
Sydney, NSW 2000
www.wlm.com.au
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Dean Fuchs
CFP®
Viridian Advisory Pty Ltd
14/1 Margaret Street
Sydney, NSW 2000
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Sean McGowan
CFP®
WLM Financial Services Pty Ltd
level 20/56 Pitt St
Sydney, NSW 2000
www.wlm.com.au
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Luke Patrick Bailey
CFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Level 22 388 George Street
Sydney, NSW 2000
www.aware.com.au
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Jenny Kam
CFP®
Solomon's Ark Pty Ltd
3 Spring Street Ground Floor
Sydney, NSW 2000
www.solsark.com
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Qi Jin AFP®
Unisuper Ltd
Level 17 1 Macquarie Place
Circular Quay, NSW 2000
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Scott Girdlestone
CFP®
William Buck Wealth Advisors (NSW) Pty Ltd
Level 29 66 Goulburn Street
Sydney, NSW 2000
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Peter Lee
CFP®
Generation Wealth Partners
Level 9 60 Pitt Street
Sydney, NSW 2000
www.generationwp.com.au
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Xuewei Liang AFP®
Unisuper Ltd
level 17/1 Macquarie Pl
Sydney, NSW 2000
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Stephen JAMES
CFP®
Ord Minnett Limited
Level 18, Grosvenor Place 225 George Street
Sydney, NSW 2000
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Nick Fraietta AFP®
PSK Private Wealth
Level 6 44 Market Street
Sydney, NSW 2000
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Huixian (Michelle) Li
CFP®
Level 7, 115 Pitt Street
Sydney, NSW 2000
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Angela Aspinall AFP®
Spencer Private Wealth
Level 26, 44 Market Street
Sydney, NSW 2000
www.spencerprivatewealth.com.au
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Keiran Faulkner AFP®
JBWere Ltd
Governor Phillip Tower Level 42, 1 Farrer Place
Sydney, NSW 2000
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Sulochana Kulendran AFP®
Alteris Financial Group
Level 9 Carrington Street
Sydney, NSW 2000
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Maysee Chang AFP®
Leaders Investment Management Pty Ltd
Level 14, 52 Phillip Street
Sydney, NSW 2000
focuswealthprotection.com.au/
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Christopher Murray AFP®
Crystal Wealth Partners
Level 7 6 O'Connell Street
Sydney, NSW 2000
www.crystalwealth.com.au
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Martin White
CFP®
Jacoby Cameron Financial Services
Level 4 255 Castlereagh Street
Sydney, NSW 2000
www.jaccam.com.au
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Nigel Baker
CFP®
Arch Capital Advisers
level 13/55 Clarence Street
Sydney, NSW 2000
www.archcaptal.com.au
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Jeffrey Watkins
CFP®
NGS Super
Level 4 14 Martin Place
Sydney, NSW 2000
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Matthew Zee AFP®
CareSuper
20/6-10 O'Connell Street
Sydney, NSW 2000
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Matt Pack
CFP®
WSC Group
Level 8 33 York St
Sydney, NSW 2000
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Sandra Labio
CFP®
Lipman Burgon and Partners Pty Limited
Challis House
Sydney, NSW 2000
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Bronwen Batty
CFP®
Alteris Financial Group
Level 9 60 Carrington Street
Sydney, NSW 2000
alteris.com.au
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David Kennedy
CFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
www.hunterwealth.com.au
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Russell Holmes
CFP®
Morgans Financial Limited
Level 21 88 Phillip Street
Sydney, NSW 2000
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Dennis Souksamlane
CFP®
Defined Advice Pty Ltd
Level 26 1 Bligh Street
Sydney, NSW 2000
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Ivan Haramina
CFP®
Active Super
Level 12 28 Margaret Street
Sydney, NSW 2000
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Kathryn Pilat
CFP®
HPAdvisory
Level 57 19-29 Martin Place
Sydney, NSW 2000
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Lisette Walsh
CFP®
IMFG Pty Ltd
Level 8 171 Clarence Street
Sydney, NSW 2000
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Jillian Clarke AFP®
ALTERIS FINANCIAL GROUP PTY LTD
Level 9 60 Carrington Street
Sydney, NSW 2000
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Stefanie Doriguzzi
CFP®
Cardena Private Wealth
MLC Centre Level 23 Suite 2
Sydney, NSW 2000
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Lisa Judge
CFP®
Active Super
L12 / 28 Margaret Street
Sydney, NSW 2000
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Naomi Fraser
CFP®
Canaccord Genuity Financial Limited
25 Martin Place
Sydney, NSW 2000
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Cassandra Hirst
CFP®
Koda Capital Pty Ltd
Level 8, 20 Bond Street
Sydney, NSW 2000
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Lucette Thompson
CFP®
Macquarie Bank Limited
Level 2 1 Shelley St
Sydney, NSW 2000
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Fernanda Havea
CFP®
AustralianSuper Pty Ltd
Level 16 345 George St
Sydney, NSW 2000
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Sandra Whitear AFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
www.hunterwealth.com.au
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Bethan Davis
CFP®
Findex Advice Services Pty Ltd
Level 15 1 O'Connell Street
Sydney, NSW 2000
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Antoinette Galluzzo
CFP®
PSK Private Wealth
level 12/25 Martin Pl
Sydney, NSW 2000
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Boling (Pauline) Song
CFP®
Findex Advice Services Pty Ltd
1 O'Connell St
Sydney, NSW 2000
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Jane Mitchell AFP®
Advise Wise Financial Services
Suite 505 35 Lime Street
Sydney, NSW 2000
www.advisewise.com.au
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Juliet Archer
CFP®
Sentinel Wealth
Level 24 56 Pitt Street
Sydney, NSW 2000
sentinelwealth.com.au
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Susan Buda
CFP®
Brady & Associates Pty Ltd
level 8/17 Castlereagh St
Sydney, NSW 2000
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Christine Atencia
CFP®
Nexia Sydney Financial Solutions Pty Ltd
2 Market St
Sydney, NSW 2000
www.nexia.com.au
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Jules Bernstein AFP®
Millennium Wealth
Level 8, 82 Elizabeth Street
Sydney, NSW 2000
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Elysse Lorenti
CFP®
Perpetual Trustee Company Limited
Level 11, 123 Pitt Street
Sydney, NSW 2000
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Melissa Rethati
CFP®
Altus Financial Pty Ltd
Level 2, 20 Bond Street
Sydney, NSW 2000
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Emily Djekovic
CFP®
Pivot Wealth
Level 8 60 Carrington Street
Sydney, NSW 2000
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Amy Atkinson
CFP®
Alteris Financial Group
Level 9, 60 Carrington Street
Sydney, NSW 2000
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Leanne Olsen AFP®
Infocus Advisory
level 7/50 Pitt St
Sydney, NSW 2000
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Danielle Liddy
CFP®
Unisuper Ltd
Level 17 1 Macquarie Place
Sydney, NSW 2000
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Rachel O'Connor
CFP®
Flourix Wealth Pty Ltd
Level 11 10 Carrington Street
Sydney, NSW 2000
www.flourix.com.au
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David Smith
CFP®
Hub Wealth Management
Level 18 44 Market Street
Sydney, NSW 2000
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George Apostolou AFP®
Fitzpatricks Private Wealth Pty Ltd
Level 9 10 Spring Street
Sydney, NSW 2000
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Anthony Smith
CFP®
Private Wealth Partners
Level 6, 95 Pitt Street
Sydney, NSW 2000
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Ronan Zille
CFP®
Sydney, NSW 2000
www.compoundfp.com
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Alexander Ilievski
CFP®
Sydney Wealth Partners Pty Ltd
Level 8, 210 Clarence Street
Sydney, NSW 2000
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Fotini Mastrogianni
CFP®
Perpetual Trustee Company Limited
Level 18 Angel Place 123 Pitt Street
Sydney, NSW 2000
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Richard Kerkmez AFP®
Level 24, 1 Market Streel
Sydney, NSW 2000
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Stewart French AFP®
Knowledge IQ
Currency House Level 3 23-25 Hunter Street
Sydney, NSW 2000
www.knowledgeiqfp.com.au
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Joseph Portelli
CFP®
Lorica Partners
Level 11, 68 Pitt Street
Sydney, NSW 2000
www.loricapartners.com.au
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Christopher Forrest
CFP®
Sovereign Wealth Partners Pty Ltd
Level 26 20 Bond Street
Sydney, NSW 2000
www.sovereignwp.com
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Michael Loizou
CFP®
Capital Results Pty Ltd
Suite 45, Level 9, 88 Pitt Street
Sydney, NSW 2000
www.capitalresults.com.au
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Marshall Brentnall
CFP®
Evalesco Financial Services
Level 17, 20 Bond Street
Sydney, NSW 2000
www.evalesco.com.au
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Hsu Chiang
CFP®
Hall Chadwick Wealth Advisory Pty Ltd
Level 40 2 Park Street
Sydney, NSW 2000
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Brad Hellestrand
CFP®
Green Point Financial Planning
Level 6 88 Phillip Street
Sydney, NSW 2000
www.greenpointfp.com.au
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Brendan Burrows
CFP®
PSK Private Wealth
level 12/25 Martin Pl
Sydney, NSW 2000
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Andrew Harding
CFP®
ACD Financial
Level 9, 20 Martin Place 20 Martin Place
Sydney, NSW 2000
www.portumwealth.com.au
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Megan Aikman
CFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
www.hunterwealth.com.au
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Dion Guagliardo
CFP®
Fortress Financial Pty Ltd
Level 32 , 200 George Street
Sydney, NSW 2000
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Darren Harris
CFP®
Centrepoint Alliance
Level 8 309 George Street
Sydney, NSW 2000
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Joseph Karam
CFP®
TP Wealth Management Pty Ltd
Level 21 68 Pitt Street
Sydney, NSW 2000
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Andrew Eadie
CFP®
EFS Advice
HUB Hyde Park 223 Liverpool Street
Sydney, NSW 2000
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Peter Foley
CFP®
Thirdview FP Pty Ltd
Level 10, Suite 2, 83 Clarence Street
Sydney, NSW 2000
www.thirdview.com.au
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Sam Stillone
CFP®
Insight Private Wealth
Level 17, Angel Place 123 Pitt Street
Sydney, NSW 2000
www.insightprivatewealth.com.au
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Jeffrey Thurecht
CFP®
Evalesco Financial Services
level 17/20 Bond St
Sydney, NSW 2000
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David Searle
CFP®
PSK Private Wealth
Level 6 44 Market Street
Sydney, NSW 2000
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Matthew Taylor
CFP®
Findex Advice Services Pty Ltd
Level 15, 1 O'Connell Street
Sydney, NSW 2000
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Gavin Fernando AFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
hunterwealth.com.au
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Robert Galey AFP®
Pinnacle Private Wealth Pty Ltd
Governor Phillip Tower
Sydney, NSW 2000
www.pinnacleprivatewealth.com.au
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Gregory Mifsud
CFP®
Altus Financial Services Pty Ltd
Level 6 12 O'Connell St
Sydney, NSW 2000
www.gfs.com.au
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Mike Liu
CFP®
FTF Capital
Level 17, 9 Castlereagh Street
Sydney, NSW 2000
www.ftfcapital.com.au
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Bharath Iyengar
CFP®
Mercer Financial Advice ( Australia ) Pty Ltd
Level 19, Tower One Internatinal Towers Sydney
Sydney, NSW 2000
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Brett Wing
CFP®
Qi Wealth Pty Ltd
Level 7 32 Martin Place
Sydney, NSW 2000
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Jonathan Philpot
CFP®
HLB Mann Judd Wealth Management (NSW)
Level 5, 10 Shelley Street
Sydney, NSW 2000
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Darrin Newport
CFP®
Newport Financial Group
Level 2, Suite 201, 105 Pitt Street
Sydney, NSW 2000
www.newportfinancial.com.au
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Dominic Cogger
CFP®
Woodbury Financial Services
Level 36, Governor Phillip Tower 1 Farrer Place
Sydney, NSW 2000
www.woodburyfs.com.au
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Mark Fitzgerald
CFP®
Viridian Advisory Pty Ltd
Level 14 275 Kent Street
Sydney, NSW 2000
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Janet Tang
CFP®
Aspire Financial Solutions
Suite 407, 49 Queens Road
Sydney, NSW 2000
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Paul Davies
CFP®
Ord Minnett Limited
Level 8 255 George Street
Sydney, NSW 2000
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Gregory Ryan
CFP®
Clocktower Financial Planning
Level 11, 65 York Street
Sydney, NSW 2000
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Wing Lau
CFP®
Earnest InvestSmart
Level 26, 44 Market Street
Sydney, NSW 2000
www.earnestis.au
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Sara Huang
CFP®
Forward Financial Group
Level 5 20 Bond Street
Sydney, NSW 2000
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Ryan Brill
CFP®
Brady & Associates Pty Ltd
level 8/17 Castlereagh St
Sydney, NSW 2000
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Andrew Tatarinoff AFP®
AH Financial Services
Level 5, 20 Bond Street
Sydney, NSW 2000
www.ahfs.com.au
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Cameron Laird
CFP®
JBWere Ltd
Level 10, Brookfield Place 10 Carrington Street
Sydney, NSW 2000
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YanLing Lin
CFP®
Bridges Financial Services Pty Ltd
level 3/30 Hickson Rd
Millers Point, NSW 2000
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Jasmine Theophile
CFP®
Private Wealth Partners
54 Allwood Crescent
Sydney, NSW 2000
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Matthew Price AFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
lvl 22/388 George St
Sydney, NSW 2000
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Tammy Marshman
CFP®
Up Wealth Management Pty Ltd
Suite 6.01, Level 6, 55 Clarence Street
Sydney, NSW 2000
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Peter Zgouras
CFP®
Tactical Advisory Group
Heritage Building, Suite 6, 1-7 Albion Place
Sydney, NSW 2000
tacticaladvisory.com.au/
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James Walker AFP®
Viridian Advisory Pty Ltd
Level 14, 1 Margaret Street
Sydney, NSW 2000
www.viridianadvisory.com.au
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Timothy Reppen
CFP®
FIRSTUNITY Financial Services Pty Ltd
Level 21 25 Bligh Street
Sydney, NSW 2000
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Cindy Excell
CFP®
Australian Unity Personal Financial Services Ltd
Australian Unity Wealth Level 6, 88 Phillip Street
Sydney, NSW 2000
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Gregory Barter
CFP®
Level 12, 14 Martin Place
Sydney, NSW 2000
www.alliedwealth.com.au
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Michael Coupe
CFP®
FIRSTUNITY Financial Services Pty Ltd
25 Bligh St
Sydney, NSW 2000
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Adam Montana
CFP®
Altus Financial Services Pty Ltd
Level 12 10 Spring Street
Sydney, NSW 2000
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John Felton AFP®
Viridian Advisory Pty Ltd
Level 4, Tower 2, 200 Barangaroo Ave
Sydney, NSW 2000
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Siu Man Lily Mo
CFP®
Tribel Advisory Pty Ltd
TRIBEL Advisory, Level 7, 72 Pitt Street
Sydney, NSW 2000
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Justin Pratt
CFP®
Findex (Aust) Pty Ltd
1 O'Connell St
Sydney, NSW 2000
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Vasileios Gartzonis
CFP®
PSK Private Wealth
Level 12/25 Martin Pl
Sydney, NSW 2000
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Lawrence Law
CFP®
Level 62, 25 Martin Place
Sydney, NSW 2000
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Michael Zdrilic AFP®
Level 2 115 Pitt Street
Sydney, NSW 2000
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Craig Stubbs
CFP®
Equity Trustees Wealth Services Limited
Level 4, 7 Macquarie Place
Sydney, NSW 2000
www.eqt.com.au
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Peter Cheadle
CFP®
Trilogy Private Wealth
Level 10 56 Pitt Street
Sydney, NSW 2000
www.trilogyprivatewealth.com
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Damian Campbell AFP®
CareSuper
Level 20, 6 O'Connell St
Sydney, NSW 2000
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Ela-Maria Maganic
CFP®
NGS Super
Level 4, 14 Martin Place
Sydney, NSW 2000
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Jason Kwong AFP®
Your Life Now Pty Ltd
Level 2, 50 Bridge Street
Sydney, NSW 2000
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Sandra Lau
CFP®
Tribel Advisory Pty Ltd
Level 7, 72 Pitt Street
Sydney, NSW 2000
www.tribel.com.au
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Raf Hallak AFP®
Lloyds Private Wealth
Level 25, 300 Barangaroo Ave
Sydney, NSW 2000
www.lloydsprivatewealth.com.au
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Kevin Houghton AFP®
Condor Wealth Solution Pty Ltd
CBP South, L3E 11 Harbour St
Sydney, NSW 2000
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Finlay Lafleur
CFP®
Rounded Wealth Advisory Pty Ltd
Level 29 2 Chifley Square
Sydney, NSW 2000
www.roundedwealth.com.au
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Andrew McFarland AFP®
Macquarie Equities Limited
Level 2 1 Shelley Street
Sydney, NSW 2000
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Michael Rees-Evans
CFP®
William Buck
Level 29 66 Goulburn Street
Sydney, NSW 2000
williambuck.com/
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Ricardo Poletti
CFP®
William Buck Wealth Advisors (NSW) Pty Ltd
Level 29, 66 Goulburn Street
Sydney, NSW 2000
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Daniel Corbett AFP®
Suite 1603, Level 17, 9 Castlereagh St
Sydney, NSW 2000
www.fullfinancialadvice.com.au
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Robert Castro
CFP®
Everest Partners Level 36, Gateway Tower, 1 Macquarie Place,
Sydney, NSW 2000
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Simon Robinson
CFP®
RSM Financial Services Australia Pty Ltd
Level 13 60 Castlereagh Street
Sydney, NSW 2000
www.rsm.global/australia/
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Gareth Colgan
CFP®
Lvl 11 20 Martin Place
Sydney, NSW 2000
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Joshua Cratchley
CFP®
Plenary Wealth
3 Spring Street
Sydney, NSW 2000
www.plenarywealth.com.au
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Mary Hart
CFP®
Valorton Private Wealth
Level 57 19-29 Martin Place
Sydney, NSW 2000
www.valortonprivatewealth.com.au
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Tony Lu
CFP®
Inner Wealth Solutions Pty Ltd
Level 1 60 Martin Place
Sydney, NSW 2000
www.innerwealth.com.au
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Chad Hohnen
CFP®
Wilsons Advisory & Stockbroking Ltd
Governor Macquarie Tower, Level 32, 1 Farrer Place
Sydney, NSW 2000
www.wilsonsadvisory.com.au
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Tony Dimitrovski
CFP®
Bentleys Wealth Advisors
Level 14 60 Margaret Street
Sydney, NSW 2000
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Onias Chilimanzi
CFP®
Brady & Associates Pty Ltd
17 Castlereagh Street
Sydney, NSW 2000
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Ian Ornelas
CFP®
Active Super
L12 / 28 Margaret Street
Sydney, NSW 2000
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Elizabeth Dean AFP®
DeanStone Financial Planning
Level 10, 52 Phillip Street
Sydney, NSW 2000
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James Magor AFP®
Findex Advice Services Pty Ltd
Level 24, 1 O'Connell St.
Sydney, NSW 2000
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Michael Brandt
CFP®
Apt Wealth Partners Pty Ltd
Level 28, 31 Market Street
Sydney, NSW 2000
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Timothy Southerden
CFP®
AustralianSuper Pty Ltd
Level 16 345 George Street
Sydney, NSW 2000
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David Barton AFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
level 22/388 George St
Sydney, NSW 2000
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Eddie Au AFP®
Au Financial Pty Ltd.
Level 5, 115 Pitt Street
Sydney, NSW 2000
www.aufinancial.sydney
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Ross Falconer
CFP®
Zebra Tailored Wealth
Zebra Tailored Wealth Level 19, 1 O'Connell St
Sydney, NSW 2000
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Paul Burgon
CFP®
Lipman Burgon and Partners Pty Limited
Level 9 Challis House 4 Martin Place
Sydney, NSW 2000
www.lipmanburgon.com.au
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Lipman Burgon and Partners Pty Limited
Professional Practice
Level 9 Challis House 4 Martin Place
Sydney, NSW 2000
www.lipmanburgon.com.au
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Pawan Luthra
CFP®
Wealth Creation Advisors
Level 57 MLC Centre Martin Place
Sydney, NSW 2000
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David Scott
CFP®
ICT Wealth
3 Spring Street
Sydney, NSW 2000
www.ictwealth.com.au/about
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Yan (Emily) Sun
CFP®
Infocus Advisory
Level 7, 50 Pitt Street
Sydney, NSW 2000
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Peter Hogg AFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
388 George St
Sydney, NSW 2000
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Brendon Vade
CFP®
Lorica Partners
Level 5, 27-31 Macquarie Place
Sydney, NSW 2000
www.stewartpartners.com.au
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Hilary Anthony-Benson
CFP®
Mercer Financial Advice ( Australia ) Pty Ltd
Level 19, Tower One International Towers Sydney
Sydney, NSW 2000
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Warner Leung
CFP®
Apt Wealth Partners Pty Ltd
Level 28 31 Market Street
Sydney, NSW 2000
aptwealth.com.au/about-us/our-people/warner-leung/
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Daniel Lee AFP®
Viridian Advisory Pty Ltd
Level 14 1 Margaret Street
Sydney, NSW 2000
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Leonard Gennusa AFP®
Fitzpatricks Private Wealth Pty Ltd
Level 9 10 Spring Street
Sydney, NSW 2000
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William Huynh
CFP®
Mercer Financial Advice ( Australia ) Pty Ltd
Level 4, 3 Horwood Place
Sydney, NSW 2000
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Kane Hansen AFP®
True North Lifestyle
level 11/66 Clarence St
Sydney, NSW 2000
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Matthew McGilvray AFP®
AIA Financial Wellbeing
1 Market Street
Sydney, NSW 2000
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Umesh Panta AFP®
AIA Financial Wellbeing
116 Burwood Road
Sydney, NSW 2000
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Mark Jennings AFP®
Heritage Private Wealth Pty Ltd
Level 5, 115 Pitt Street
Sydney, NSW 2000
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Simran Dhillon AFP®
Abundant Advisory Pty Ltd
WorkClub Level 6 201-217 Kent Street
Sydney, NSW 2000
www.abundantadvisory.com.au
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Yi Lian Zhao AFP®
Commonwealth Private Limited
11 Harbour St
Sydney, NSW 2000
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Nithin Thomas AFP®
Cooee Wealth Partners
Level 13 2-26 Park Street
Sydney, NSW 2000
www.cooeewealth.com.au
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Martin Francis AFP®
Fifteen Hundred Financial Strategists
11/66 Clarence St
Sydney, NSW 2000
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Timothy Lee AFP®
Abundant Advisory Pty Ltd
Abundant Advisory Level 6 201 Kent Street
Sydney, NSW 2000
www.abundantadvisory.com.au
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Richard Felice
CFP®
Belay Wealth Pty Ltd
13/333 George Street
Sydney, NSW 2000
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Hugh Christopherson AFP®
PSK Private Wealth
Level 6 44 Market Street
Sydney, NSW 2000
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Vitaliy Tsitalovskiy AFP®
AustralianSuper Pty Ltd
Level 16, 345 George Street
Sydney, NSW 2000
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Stephen Boyd
CFP®
Telstra Super Financial Planning Pty Ltd
Level 3 64 Clarence Street
Sydney, NSW 2000
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Adam Drinkwater AFP®
Treysta Wealth
Level 10 60 Carrington Street
Sydney, NSW 2000
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Thomas McDonald
CFP®
Cardena Private Wealth
suite 2 level 23/25 Martin Pl
Sydney, NSW 2000
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Gregory Joseph Elias
CFP®
Unisuper Ltd
Level 17 1 Macquarie Place
Sydney, NSW 2000
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Colin Attard AFP®
Brady & Associates Pty Ltd
Level 8, 17 Castlereagh Street
Sydney, NSW 2000
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Hugh Lovibond AFP®
Millennium Wealth
82 Elizabeth St
Sydney, NSW 2000
[email protected]
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Kelly Kennedy
CFP®
BDO Private Wealth Advisers Pty Ltd
Level 11 1 Margaret Street
Sydney, NSW 2000
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Qian Zhang
CFP®
Nan-syd Pty Ltd
Level 45 680 George Street
Sydney, NSW 2000
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Praveena Rajanayagam
CFP®
Pitcher Partners Sydney Wealth Management Pty Ltd
28 B Chesterfield Road
Sydney, NSW 2000
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Nathan Franks AFP®
Enhance Financial Partners Pty Ltd
Level 10 83 Clarence Street
Sydney, NSW 2000
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David Hancock AFP®
Montara Wealth Pty Ltd
Suite 1, Level 6, 309 George Street
Sydney, NSW 2000
www.montarawealth.com.au
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Christian Dignan
CFP®
King Financial Group
Suite 202, Level 2 68 York St
Sydney, NSW 2000
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Alex O'Brien
CFP®
ALTERIS FINANCIAL GROUP PTY LTD
Level 9 60 Carrington Street
Sydney, NSW 2000
www.alteris.com.au
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Justin Reedy AFP®
Reedy Advisory Pty Ltd
Level 26, 1 Bligh Street
Sydney, NSW 2000
www.reedyadvisory.com.au
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Paul Peng Yang
CFP®
AIA Financial Wellbeing
Level 21 1 Market St
Sydney, NSW 2000
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Jordan Ryan
CFP®
Koda Capital Pty Ltd
Level 9 20 Bond Street
Sydney, NSW 2000
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Peter White AFP®
Perpetual Trustee Company Limited
22/388 George Street
Sydney, NSW 2000
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Vikramjit Singh Anand
CFP®
Telstra Super Financial Planning Pty Ltd
3/64 Clarence Street
Sydney, NSW 2000
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Michael Bova AFP®
Family Wealth Advisory
Suite 5 Level 9 66 Hunter Street
Sydney, NSW 2000
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David Yardley
CFP®
PSK Private Wealth
Level 6 44 Market Street Sydney 2000
Sydney, NSW 2000
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Robert Greig AFP®
Apt Wealth Partners Pty Ltd
Lvl 28/ 31 Market St
Sydney, NSW 2000
www.aptwealth.com.au
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Mathew Gault AFP®
Perpetual Trustee Company Limited
Level 12 Angel Place 123 Pitt Street
Sydney, NSW 2000
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Nicholas Patterson
CFP®
Perpetual Trustee Company Limited
60 Margaret Street
Sydney, NSW 2000
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Christopher Burge
CFP®
Merit Planning East
Level 21, 133 Castlereagh Street
Sydney, NSW 2000
www.meriteast.com.au
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Darren Chinnappa
CFP®
Nexia Sydney Financial Solutions Pty Ltd
Level 16, 1 Market Stre
Sydney, NSW 2000
nexia.com.au/
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Roger Perrett AFP®
Viridian Advisory Pty Ltd
Level 14 1 Margaret Street
Sydney, NSW 2000
www.linkedin.com/in/rogerperrett/
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Xiren Wan
CFP®
Master Financial Solutions Pty Ltd
Suite 668, Level 17, Angel Place, 123 Pitt Street
Sydney, NSW 2000
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Tamim Marial
CFP®
Findex (Aust) Pty Ltd
Level 15, 1 O'Connell Street
Sydney, NSW 2000
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Wei Pan AFP®
AIA Financial Wellbeing
1 Market St
Sydney, NSW 2000
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Nathan Ide AFP®
Private Capital Management Pty Ltd
Level 26, 1 Bligh Street
Sydney, NSW 2000
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Chao Li AFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Level 22/388 George St
Sydney, NSW 2000
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Matthew Werakso
CFP®
Unisuper Ltd
Level 17, 1 Macquarie Place Gateway Building
Sydney, NSW 2000
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Robert Lattanzi AFP®
Level 2, 115 Pitt Street
Sydney, NSW 2000
www.hayesknight.com.au
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Samson Rutton
CFP®
Aeran Pty Ltd
Level 57 MLC Centre
Sydney, NSW 2000
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Alastair Kennedy AFP®
Ferncourt Advice
Level 29 Grosvenor Place
Sydney, NSW 2000
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Ronald Tyler AFP®
Alteris Financial Group
Level 11 60 Carrington Street
Sydeny, NSW 2000
www.alteris.com.au
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Richard McClelland
CFP®
Perpetual Trustee Company Limited
Level 11, 123 Pitt Street
Sydney, NSW 2000
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Harmit Singh AFP®
Rest Super
321 Kent St
Sydney, NSW 2000
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Kristine Pham
CFP®
Lipman Burgon and Partners Pty Limited
Challis House - L9, 4 Martin Place
Sydney, NSW 2000
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Ian Bacon
CFP®
Findex Advice Services Pty Ltd
level 24/1 O'Connell St
Sydney, NSW 2000
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Adrian Fodera AFP®
Unisuper Ltd
Level 17, 1 Macquarie Place
Sydney, NSW 2000
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Mark Malone AFP®
Birling Private Wealth Pty Ltd
Clarence Street
Sydney, NSW 2000
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Matthew Vickers
CFP®
Snowgum Financial Services Pty Ltd
Level 8 99 Elizabeth St
Sydney, NSW 2000
www.snowgumfs.com
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Li Jun Zhang AFP®
Viridian Advisory Pty Ltd
Level 13, 1 Margaret St
Sydney, NSW 2000
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Alicia Sun
CFP®
PSK Private Wealth
Level 6, 44 Market Street
Sydney, NSW 2000
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Sarah Gonzales AFP®
Apt Wealth Partners Pty Ltd
Level 28 31 Market Street
Sydney, NSW 2000
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Jovan Potkonjak AFP®
10 Spring St
Sydney, NSW 2000
www.fitz.com.au
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Mark Cracknell
CFP®
Pharus Wealth Advisory
Level 2, 66 Clarence St,
Sydney, NSW 2000
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Paul Hanley AFP®
Buxton Private Wealth
level 2/33 York Street
Sydney, NSW 2000
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Timothy Wedd AFP®
Crystal Wealth Partners
Level 7, 6 O'Connell Street Sydney
Sydney, NSW 2000
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Lachlan Latham
CFP®
Macquarie Bank Limited
1 Shelley Street
Sydney, NSW 2000
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Alka Kalasabail
CFP®
Genesis Financial Partners Pty Ltd
7/72 Pitt St
Sydney, NSW 2000
www.genesisfp.com.au
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Cardy Man
CFP®
Level 20, 15 Castlereagh Street
Sydney, NSW 2000
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Michael de Bomford
CFP®
Up Wealth Management Pty Ltd
level 6/55 Clarence St
Sydney, NSW 2000
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Genesis Financial Partners Pty Ltd
Professional Practice
7/72 Pitt St
Sydney, NSW 2000
www.genesisfp.com.au
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Faisal Rahman AFP®
My Plan Financial
Sydney, NSW 2000
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Graham Southgate
CFP®
Prosperity Wealth Advisers
Level 11 309 Kent Street
Sydney, NSW 2000
www.prosperityadvisers.com.au/people/graham-southgate
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Matthew Dragovic AFP®
LDM Private Wealth
Tower 3 Level 24, 300 Barangaroo Avenue
Barangaroo, NSW 2000
www.ldmwealth.com.au
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Edis Koch AFP®
Commonwealth Private Limited
11 Harbour St
Sydney, NSW 2000
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Paul Selikman
CFP®
Lipman Burgon and Partners Pty Limited
Level 9, Challis House 4 Martin Place
Sydney, NSW 2000
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Jacob Knaus AFP®
H.E.S.T Australia Ltd
level 12/44 Market St
Sydney, NSW 2000
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Andrew Darroch
CFP®
Level 12, 14 Martin Place
Sydney, NSW 2000
www.iwadvice.com.au/
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Matthew Fenning AFP®
Advise Wise Financial Services
Suite 505, 35 Lime Street
Sydney, NSW 2000
www.advisewise.com.au
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Marsel Popov
CFP®
Telstra Super Financial Planning Pty Ltd
Level 3 64 Clarence Street
Sydney, NSW 2000
telstrasuper.com.au
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Tess Uncle AFP®
Wybenga Financial Pty Ltd
Level 9, 37 York Street
Sydney, NSW 2000
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Anthony Davison
CFP®
People & Partners Wealth Management Pty Ltd
Level 10 88 Phillip Street
Sydney, NSW 2000
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Branislav Vlacic AFP®
AIA Financial Wellbeing
Sydney, NSW 2000
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Martin Hegarty AFP®
H.E.S.T Australia Ltd
Level 12 44 Market Street
Sydney, NSW 2000
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James Randle AFP®
Randle Advisory Pty Ltd
225 George St
The Rocks, NSW 2000
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Ashley Tilston AFP®
Spectrum Wealth Partners
Level 11/65 York St
Sydney, NSW 2000
www.spectrumwealthpartners.com.au
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Adam Spilsted AFP®
Apt Wealth Partners Pty Ltd
Level 28, 31 Market Street
Sydney, NSW 2000
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Qian Wang AFP®
Libertas Wealth Consulting Pty Ltd
1 Market Street
Sydney, NSW 2000
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Wilton Wong AFP®
Genesis Financial Partners Pty Ltd
7/72 Pitt Street
Sydney, NSW 2000
www.genesisfp.com.au
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Christopher Lau
CFP®
Lifespan Financial Planning Pty Ltd
suite 2 level 24/1 Market St
Sydney, NSW 2000
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Bishal Shrestha AFP®
309 Kent St
Sydney, NSW 2000
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Phillip Reid AFP®
BSR Financial Advisers
Suite2, Level 10 83 Clarence Street
Sydney, NSW 2000
www.bsrfinancialadvisers.com.au
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Andrew Wilson AFP®
Pitcher Partners Sydney Wealth Management Pty Ltd
201 Sussex St
Sydney, NSW 2000
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Elias Agripanidis AFP®
AIA Financial Wellbeing
1 Market St
Sydney, NSW 2000
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Mohammed Javed Wasef
CFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
AWARE Super Level 22 388 George Street
Sydney, NSW 2000
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Vanessa Nhan AFP®
Hunter Wealth
Level 10 20 Hunter Street
Sydney, NSW 2000
www.hunterwealth.com.au
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Karen Truman
CFP®
Insight Investment Partners
10/60 York St
Sydney, NSW 2000
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Victor Idoko AFP®
CFV Services
Level 45, 680 George Street
Sydney, NSW 2000
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Ruby Haase
CFP®
Perpetual Trustee Company Limited
Level 11, 123 Pitt Street
Sydney, NSW 2000
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Matthew Rose
CFP®
WILSONS ADVISORY AND STOCKBROKING LIMITED
Level 32 1 Farrer Place
Sydney, NSW 2000
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Douglas Scriven AFP®
Certe Wealth Protection
Level 7, 72 Pitt Street
Sydney, NSW 2000
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Katrina Vanstone AFP®
Wynyard Park Private Wealth
Level 33 Australia Square
Sydney, NSW 2000
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Joshua Logan
CFP®
Findex Advice Services Pty Ltd
Level 24, 1 O'Connell Street
Sydney, NSW 2000
www.findex.com.au/adviser/joshua-logan
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Myles Thornton
CFP®
Thornton & Lee Pty Ltd
Level 6 7 Macquarie Place
Sydney, NSW 2000
thorntonlee.com.au/
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Nobel Pullan
CFP®
Credit Suisse Private Bank
1 Macquarie Place
Sydney, NSW 2000
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William Johnston
CFP®
Perpetual Trustee Company Limited
11/123 Pitt Street (Angle Place)
Sydney, NSW 2000
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Charlene Raineri AFP®
Millennium Wealth
Level 8 82 Elizabeth St
Sydney, NSW 2000
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Benjamin Forrester AFP®
Macquarie Bank Limited
1 Shelley Street
Sydney, NSW 2000
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Thomas Moloney
CFP®
Australian Unity Personal Financial Services Ltd
Level 6 88 Phillip Street
Sydney, NSW 2000
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Pang Woo
CFP®
The Wealth Factor Pty Ltd
326/303 Castlereagh Street
Haymarket, NSW 2000
www.thewealthfactor.com.au/
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Matthew Congiusta
CFP®
Financial Keys Pty Ltd
Suite 10.01, Level 10, 14 Martin Place
Sydney, NSW 2000
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Greg Armstrong AFP®
Macquarie Bank Limited
1 Shelley St
Sydney, NSW 2000
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Jonathan Winfield
CFP®
Equity Trustees Wealth Services Limited
Level 19 56 Pitt Street
Sydney, NSW 2000
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Grant Azzopardi
CFP®
Macquarie Bank Limited
Level 2 1 Shelley Street
Sydney, NSW 2000
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Gareth Tomlinson
CFP®
Catalyst Advice Pty Ltd
Level 4 2 Bligh Street
Sydney, NSW 2000
www.catalyst.com.au
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Matthew Hoang AFP®
Active Super
Level 12 28 Margaret Street
Sydney, NSW 2000
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Blake Wendt
CFP®
level 5/20 Bond St
Sydney, NSW 2000
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Lucas Clayton
CFP®
Morgan Stanley Wealth Management
Lv 26 Chifley Tower 2 Chifley Square
Sydney, NSW 2000
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Jessica Brizuela
CFP®
Suite 6, Level 12, 14 Martin Place
Sydney, NSW 2000
www.alliedwealth.com.au
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Alexander Allenby AFP®
Perpetual Trustee Company Limited
Level 15 , 60 Margaret Street
Sydney, NSW 2000
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John Tsiokaras
CFP®
Viridian Advisory Pty Ltd
Level 14 1 Margaret Street
Sydney, NSW 2000
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Warren Dunne AFP®
Sentinel Wealth Management Pty Ltd
Level 24 56 Pitt Street
Sydney, NSW 2000
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Amy Early
CFP®
William Buck Wealth Advisors (NSW) Pty Ltd
Level 29 66 Goulburn Street
Sydney, NSW 2000
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Nicholas Gordon
CFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
level 22/388 George St
Sydney, NSW 2000
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Edward Shilland
CFP®
Genesis Financial Partners Pty Ltd
7/72 Pitt St
Sydney, NSW 2000
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Henry Mortlock
CFP®
Playfair Tan
L1 135 Macquarie Street
Sydney, NSW 2000
playfairtan.com
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Evan Cormack AFP®
Elixir Private Wealth Pvt Ltd
Bligh Chambers, Level 26, 25 Bligh Street
Sydney, NSW 2000
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Nilar Alom Ispahany
CFP®
Sentinel Wealth Management Pty Ltd
level 24/56 Pitt Street
Sydney, NSW 2000
www.sentinelwealth.com.au
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Suzanne Johnston
CFP®
Sentinel Wealth Management Pty Ltd
Level 24, 56 Pitt Street
Sydney, NSW 2000
sentinelwealth.com.au/
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Andrei Chorokhov
CFP®
Identity McIntyre Financial Group (IMFG)
level 8, 171 Clarence street
Sydney, NSW 2000
www.imfg.com.au
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Robert Tayoun
CFP®
Evans and Partners Pty Ltd
level 32/1 O'Connell St
Sydney, NSW 2000
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Brandon Elliott
CFP®
ARK Total Wealth
Level 9 123 Pitt Street
Sydney, NSW 2000
www.arktotalwealth.com.au
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Barton Lynch
CFP®
Shaw and Partners Financial Planning
Level 7, Chifley Tower 2 Chifley Square
Sydney, NSW 2000
www.shawandpartners.com.au/home
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Louisa Sporn AFP®
WLM Financial Services Pty Ltd
56 Pitt St
Sydney, NSW 2000
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Ljupco Ivanov
CFP®
PSK Private Wealth
Level 5 33 Alfred Street
Sydney, NSW 2000
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Amy Reed
CFP®
FIRSTUNITY Financial Services Pty Ltd
Level 21, 25 Bligh Street
Sydney, NSW 2000
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Ashleigh Steeles AFP®
Evalesco Financial Services
Suite 17.03 Level 17 20 Bond Street
Sydney, NSW 2000
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Gregory Hyslop AFP®
Level 3 / 14 Martin Place
Sydney, NSW 2000
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Steven Hastie
CFP®
Level 5 20 Bond Street
Sydney, NSW 2000
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Samuel Kunrath AFP®
Lifespan Financial Planning Pty Ltd
level 24/1 Market St
Sydney, NSW 2000
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Nigel Campbell AFP®
Level 17 Angel Place, 123 Pitt Street
Sydney, NSW 2000
www.campbellprivatewealth.com.au
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Bishal Chhetri
CFP®
Fiducian Financial Services Pty Ltd
Level 14, 1 York Street
Sydney, NSW 2000
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Joel Fricker
CFP®
ANZ Private Bank
242 Pitt St
Sydney, NSW 2000
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Brett Saurine
CFP®
Unisuper Ltd
Level 17 1 Macquarie Place
Sydney, NSW 2000
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Marcus Stadhouder
CFP®
Bridges Financial Services Pty Ltd
'30 The Bond' Level 3, 30 Hickson Road
Millers Point, NSW 2000
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Gary Marsh
CFP®
People & Partners Wealth Management Pty Ltd
88 Phillip St
Sydney, NSW 2000
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Anjan Das
CFP®
CU FINANCIAL PLANNING
Suite 4B Level 4 (Dymocks Building) 428 George Street
Sydney, NSW 2000
www.cufinancial.com.au
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Sylvia Liang
CFP®
Nexia Sydney Financial Solutions Pty Ltd
level 22/2 Market St
Sydney, NSW 2000
www.nexia.com.au
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Christopher Youssef
CFP®
Perpetual Trustee Company Limited
Level 11, 123 Pitt Street
Sydney, NSW 2000
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Grace Bacon
CFP®
RSM Financial Services Australia Pty Ltd
level 13/60 Castlereagh St
Sydney, NSW 2000
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Jason Nicholson
CFP®
Macquarie Bank Limited
Level 2 1 Shelley Street
Sydney, NSW 2000
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Stephen Buhlman
CFP®
WLM Financial Services Pty Ltd
Level 20 56 Pitt Street
Sydney, NSW 2000
wlm.com.au
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Jonathan Kilborn
CFP®
Cardena Private Wealth
25 Martin Pl
Sydney, NSW 2000
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Ivon Fellowes AFP®
Au Financial Pty Ltd.
Level 5, 115 Pitt St
Sydney, NSW 2000
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Charles Pillay
CFP®
Catalyst Wealth Solutions Pty Ltd.
Level 4 Suite 405 147 KING ST
Sydney, NSW 2000
www.catalystwealth.com.au
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Gary Dean
CFP®
Prosperity Wealth Advisers
Level 11 309 Kent Street
Sydney, NSW 2000
www.prosperityadvisers.com.au
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Michael English AFP®
Unisuper Ltd
Level 17 1 Macquarie Place
Sydney, NSW 2000
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Judy Lu
CFP®
Unisuper Ltd
Level 17 1 Macquarie Place
Sydney, NSW 2000
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Gerard O'Connor
CFP®
JBWere Ltd
Level 10, 10 Carrington Street
Sydney, NSW 2000
www.jbwere.com.au
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Robert Ross
CFP®
Lifespan Financial Planning Pty Ltd
Level 24, 1 Market Street
Sydney, NSW 2000
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Jane Campbell
CFP®
Aeran Pty Ltd
Level 57 MLC Centre 19 Martin Place
Sydney, NSW 2000
www.aeran.com
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Andrew Crews
CFP®
TP Capital Management Pty Ltd
Level 21 68 Pitt Street
Sydney, NSW 2000
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Paul Trosti
CFP®
TaylorTrosti Pty Ltd
Level 4 167 Phillip Street
Sydney, NSW 2000
www.taylortrosti.com.au
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Bill Savellis AFP®
3 Spring Street
Sydney, NSW 2000
www.olivegrovefinancial.com.au
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Stephen Thaxter AFP®
Sovereign Wealth Partners Pty Ltd
Level 26, 20 Bond Street
Sydney, NSW 2000
www.sovereignwp.com
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Francisco Da Luz
CFP®
Enrinzen Financial Group
88 Phillip St
Sydney, NSW 2000
www.enrizen.com.au
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Philip Sharp
CFP®
Morgan Stanley Wealth Management
Level 26, Chifley Tower 2 Chifley Square
Sydney, NSW 2000
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Roxanne Gorman
CFP®
Perpetual Trustee Company Limited
Level 18, 123 Pitt Street
Sydney, NSW 2000
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Josef Stadler
CFP®
Bell Partners Wealth Creation and Financial Advisory
40 Lime Street
Sydney, NSW 2000
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Joanne Kenderes
CFP®
Oreana Private Pty Ltd
Level 3, 31 Alfred Street
Sydney, NSW 2000
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Carla Allen
CFP®
Diamond Blue Financial Services
Level 13 23 Hunter Street
Sydney, NSW 2000
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Michael Crompton
CFP®
Certe Private Client Pty Ltd
Level 7, 72 Pitt St
Sydney, NSW 2000
www.certepc.com.au
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Preston Foster
CFP®
Apt Wealth Partners Pty Ltd
Level 28 31 Market Street
Sydney, NSW 2000
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Sandy Lui
CFP®
ALTERIS FINANCIAL GROUP PTY LTD
Level 11 60 Carrington St
Sydney, NSW 2000
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Anthony Oppedisano
CFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
level 22/388 George St
Sydney, NSW 2000
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Paul Larkin
CFP®
Bluegum Wealth
3 Spring St
Sydney, NSW 2000
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Min Wu
CFP®
MW Advisory Pty Ltd
level 1/309 Pitt Street
Sydney, NSW 2000
maslowwealth.com.au
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Rick Walker
CFP®
Lorica Partners
level 11/68 Pitt St
Sydney, NSW 2000
www.loricapartners.com.au
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Karoline Besser
CFP®
Findex Advice Services Pty Ltd
Level 24, 1 O'Connell Street
Sydney, NSW 2000
www.findex.com.au
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James Paterson
CFP®
Chifley Tower 2 Chifley Square
Sydney, NSW 2000
www.morganstanley.com; www.morganstanley.com.au
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Mankit Tsang
CFP®
Tandem Finantial
Suite 5, Level 8, 99 York Street
Sydney, NSW 2000
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Heath Ueckermann
CFP®
Lipman Burgon and Partners Pty Limited
Challis House Level 9, 4 Martin Place
Sydney, NSW 2000
lipmanburgon.com.au/
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David Cuff
CFP®
Fitzpatricks Private Wealth Pty Ltd
Level 9 10-14 Spring Street
Sydney, NSW 2000
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Robert Gilmour AFP®
Wealth Simplicity
Suite 1001 Level 10 23-25 Hunter Street
Sydney, NSW 2000
www.wealthsimplicity.com
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Azure Chai
CFP®
Bridges Financial Services Pty Ltd
22 - 44 Market Street
Sydney, NSW 2000
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Luke Mansell AFP®
Altus Financial Services Pty Ltd
2/20 Bond St
Sydney, NSW 2000
www.altusfinancial.com.au/
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Andrew Jones AFP®
Eureka Financial Group Pty Ltd
Level 10 88 Phillip Street
Sydney, NSW 2000
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John Nelligan
CFP®
Agility Wealth Partners
Level 28, 161 Castlereagh Street
Sydney, NSW 2000
www.agilitywealth.com.au
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Matthew Oake AFP®
Level 6 87-95 Pitt Street
Sydney, NSW 2000
www.privatewealthpartners.com.au
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Daniel Fochesato
CFP®
Integral Private Wealth Group
Level 10 83 Clarence Street
Sydney, NSW 2000
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Kane Duong
CFP®
Premiere Advisory
Suite 37 88 Pitt Street
Sydney, NSW 2000
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George Pereira
CFP®
Futurum Financial Planning Pty Ltd
Level 24, Tower 3 300 Barangaroo Avenue
Sydney, NSW 2000
www.futurumfp.com.au
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Rebecca Lloyd AFP®
AIA Financial Wellbeing
10-12 Market Street
Sydney, NSW 2000
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Renee Souster
CFP®
Playfair Tan
Suite 101, BMA House 135 Macquarie Street
Sydney, NSW 2000
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Mark Copsey AFP®
Allworths Wealth Mangement
St Martins Tower Level 18 31 Market Street
Sydney, NSW 2000
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Michael Pavani
CFP®
PSK Financial Services Group Pty Ltd
12/25 Martin Place
Sydney, NSW 2000
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John Walker
CFP®
Optimal Wealth Solutions P/L
Level 24, Three International Towers 300 Barangaroo Avenue
Sydney, NSW 2000
www.optimalwealth.com.au
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David Wong AFP®
FTF Capital
FTF Capital Level 17, 9 Castlereagh Street
Sydney, NSW 2000
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Yogen Lal AFP®
Findex Advice Services Pty Ltd
Level 24/1 O'Connell St
Sydney, NSW 2000
au.linkedin.com/in/yogen-lal-288a6578
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Matthew Cummins
CFP®
Millennium Wealth
82 Elizabeth Street
Sydney, NSW 2000
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David Lipari
CFP®
ANZ Private Bank
242 Pitt Street
Sydney, NSW 2000
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Samuel Fenning
CFP®
Advise Wise Financial Services
Suite 505 35 Lime Street
Sydney, NSW 2000
www.advisewise.com.au
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Adam Stefanovski AFP®
Navigate Private Wealth
Level 21 207 Kent Street
Sydney, NSW 2000
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John Kuo
CFP®
Capstone Financial Planning Pty Ltd
Suite 4, Level 11 6 O'Connell Street
Sydney, NSW 2000
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Scott Relf
CFP®
Wilsons Advisory
1 Farrer Place
Sydney, NSW 2000
www.wilsonsadvisory.com.au/
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SYLVIA TIMSO AFP®
Wilsons Advisory & Stockbroking Ltd
L32, Governor Macquarie Tower 1 Farrer Place
Sydney, NSW 2000
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Xiao Yong Chen
CFP®
Mercer Financial Advice ( Australia ) Pty Ltd
Level 19, Tower One International Towers Sydney, 100 Barangarro Avenue
Sydney, NSW 2000
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Jacob O'Sullivan
CFP®
Diamond Blue Financial Services
l13/23 Hunter St
Sydney, NSW 2000
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Deborah Harbrow AFP®
Lipman Burgon and Partners Pty Limited
Level 9 Challis House 4 Martin Place
Sydney, NSW 2000
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Nicholas Donlon
CFP®
Kemosabe Capital Pty Ltd.
Kemosabe Capital St James Centre, Level 12 111 Elizabeth Street
Sydney, NSW 2000
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James Poka AFP®
H.E.S.T Australia Ltd
Level 12 44 Market Street
Sydney, NSW 2000
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Lindzi Caputo AFP®
HLB Mann Judd
level 5/10 Shelley St
Sydney, NSW 2000
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Ashish Poudel AFP®
PSK Private Wealth
Level 12, 25 Martin Place
Sydney, NSW 2000
www.psk.com.au/advisers/ashish-poudel
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Andrew Tate AFP®
Switzer Financial Group Pty Ltd
Level 4 10 Spring Street
Sydney, NSW 2000
switzeradvisory.com.au/
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George Wong
CFP®
Kauri Asset Management
601/23 Hunter St
Sydney, NSW 2000
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Adam Roberts AFP®
Wybenga Financial Pty Ltd
Level 9 37 York Street
Sydney, NSW 2000
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Vivian Rudra AFP®
Viridian Advisory Pty Ltd
Level 14, 1 Margaret Street
Sydney, NSW 2000
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Jackie Kewalram
CFP®
PSK Private Wealth
Level 12, 25 Martin Place
Sydney, NSW 2000
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Patrick Abrams
CFP®
Perpetual Trustee Company Limited
Level 15, 60 Margaret Street
Sydney, NSW 2000
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Jeffrey Chien AFP®
Viridian Advisory Pty Ltd
Level 14 1 Margaret Street
Sydney, NSW 2000
viridianadvisory.com.au/portfolio/jeffrey-chien/
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Matthew Doyle AFP®
Perpetual Trustee Company Limited
Unit 1 355 President Avenue
Sydney, NSW 2000
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Curtis Smith AFP®
Wilsons Advisory & Stockbroking Ltd
Level 32, Governor Macquarie Tower 1 Farrer Place
Sydney, NSW 2000
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Renee Condylis AFP®
Perpetual Trustee Company Limited
123 Pitt St
Sydney, NSW 2000
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TU ANH DUONG AFP®
Lipman Burgon and Partners Pty Limited
Level 9 Challis House 4 Martin Place
Sydney, NSW 2000
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Stephen Katzenellenbogen AFP®
Lipman Burgon and Partners Pty Limited
4 Martin Pl
Sydney, NSW 2000
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Meera Rayarel AFP®
BDO Private Wealth Advisers Pty Ltd
1 Margaret St
Sydney, NSW 2000
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Amanda Halse AFP®
Treysta Wealth
10 60 Carrington St
Sydney, NSW 2000
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Adam Jordan Prentice AFP®
Prosperity Wealth Advisers
Level 11/309 Kent Street
Sydney, NSW 2000
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Shuxia Wang
FP Consulting
level 5/20 Bond St
Sydney, NSW 2000
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Dominic De Minaur
Evalesco Financial Services Pty Ltd
level 17/20 Bond St
Sydney, NSW 2000
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Stella Norberti
Absolute Wealth Advisors
level 26/44 Market St
Sydney, NSW 2000
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Daniel Blatch
IMFG
Level 8/171 Clarence St
Sydney, NSW 2000
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Anthony Poole
Poole Advisory Pty Ltd
Westpac Building
Sydney, NSW 2000
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Hoa Nunez Tran
CreationWealth
Level 12, 37 York Street
Sydney, NSW 2000
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Troy Mahoney
264 George St
Sydney, NSW 2000
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Timothy Bradley
B Fensom Holdings Pty Ltd
88 Phillip St
Sydney, NSW 2000
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Daniel Werner
Keystone Wealth Pty Ltd
Castlereagh Street
Sydney, NSW 2000
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Edwin Bae
L8 309 George Street Sydney NSW 2000
Sydney, NSW 2000
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George Kambouroglou
G K Advice Pty Ltd
Level 8 82 Elizabeth St
Sydney, NSW 2000
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Bradley Berman
Experien Insurance Services
11/151 Castlereagh St
Sydney, NSW 2000
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Mark Williams
DWL Financial Services.
Sydney, NSW 2000
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Michael McAlary
Wealthmaker Financial Services
level 7/88 Pitt St
Sydney, NSW 2000
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Marko Savic
William Buck
level 29/66 Goulburn St
Sydney, NSW 2000
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Andrew Debono
Peak Wealth Management
level 8/99 Elizabeth St
Sydney, NSW 2000
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Karamdeep Satwant Singh
180 George St
Sydney, NSW 2000
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Christopher Walker
RetireInvest Circular Quay
6/2 Bulletin Pl
Sydney, NSW 2000
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Davone Saycocie
Smats Wealth Pty Ltd
suite 12 level 3/7 Bridge St
Sydney, NSW 2000
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Greg Suefong
Financial Spectrum Pty Ltd
447 Kent St
Sydney, NSW 2000
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Gavin Glozier
Your Wealth Hub
level 33/264 George St
Sydney, NSW 2000
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Danny Ellis
Risk Insurance Services
suit 204 111 Harrington Street
Sydney, NSW 2000
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Daniel Sobraty
International Tower 3, Level 17/300 Barangaroo Avenue
Barangaroo, NSW 2000
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Bradley Figures AFP®
TP Insurance Services Pty Ltd
level 21/68 Pitt St
Sydney, NSW 2000
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Visnja Raznjevic
Freedom Finance
201 Kent St
Sydney, NSW 2000
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Paul Mann
True Direction
Pitt Street
Sydney, NSW 2000
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Mia Trott
Evalesco Financial Services
20 Bond St
Sydney, NSW 2000
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Jonathan Chong
Finsteps Pty Ltd
level 5/20 Bond St
Sydney, NSW 2000
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Sam Ghoreyshi
Moneyclip Private Wealth
Sydney, NSW 2000
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Heath Hebenton
Finextra Wealth Pty Ltd
Clarence St
Sydney, NSW 2000
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Edward Revis
Financial Decisions
Sydney, NSW 2000
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Nicolas Fanto
Orbital Advisory Life Insurance & Lending
Market Street
Sydney, NSW 2000
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Melody Edwards
Evalesco Financial Services
Level 17, 20 Bond St
Sydney, NSW 2000
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John Stamatakis
HERMES FINANCIAL GROUP PTY LTD
Sydney, NSW 2000
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Mike Sikar
Delta Financial Group
l11/22 Market St
Sydney, NSW 2000
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Ben Donald
Suite 15.02, 56 Pitt St
Sydney, NSW 2000
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Bas Jammal
Convergence Wealth Management Pty Ltd
Sydney, NSW 2000
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Hippocrates Kalaitzoglou
Hall Chadwick Wealth Advisory Pty Ltd
level 40/2 Park St
Sydney, NSW 2000
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Shane Ackley
Stewardship Private Wealth Pty Ltd
1102/109 Pitt St
Sydney, NSW 2000
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Scott Dawkins
Griffin Financial Services
24-26 Kent St
Millers Point, NSW 2000
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Lyndon Arthurson
level 11/179 Elizabeth St
Sydney, NSW 2000
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Julio Rios
DELEGATES FINANCIAL SERVICES PTY LTD
88 Phillip St
Sydney, NSW 2000
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Phil Campbell
Campbell Financial Group
suite 404/25 Lime St
Sydney, NSW 2000
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Andrew Moore
Crown Wealth Group pty Ltd
level 1/58 Pitt St
Sydney, NSW 2000
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Louisa Jammal
Convergence Wealth Management Pty Ltd
320 Pitt Street
Sydney, NSW 2000
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Luke Kelly
PKF Wealth Sydney Pty Ltd
8/1 O'Connell St
Sydney, NSW 2000
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Sacha Burchgart
Burcheart
suite 1101 lvl 11/250 Pitt St
Sydney, NSW 2000
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Brenton Tong
Financial Spectrum Pty Ltd
Level 13, 447 Kent Street
Sydney, NSW 2000
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David Rodgers
Treysta Wealth
level 10/60 Carrington Street
Sydney, NSW 2000
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Benjamin Nash
Pivot Wealth
level m/388 George St
Sydney, NSW 2000
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Berin Delforce
Stickman Wealth Management Pty Ltd
478 George St
Sydney, NSW 2000
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Bruce Grieve
CFP®
Bentleys Wealth Advisors
60 Margaret St
Sydney, NSW 2000
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Mark Williams AFP®
DWL Financial Services.
level 16/115 Pitt St
Sydney, NSW 2000
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Michael Zaia AFP®
Viridian Advisory Pty Ltd
level 14/1 Margaret St
Sydney, NSW 2000
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David Sellers AFP®
Alteris Lifestyle and Care
Level 11/60 Carrington St
Sydney, NSW 2000
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Snigdhadeb Basak AFP®
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Level 22/388 George St
Sydney, NSW 2000
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Joshua Ellison AFP®
Griffin Financial Services
24-26 Kent St
Millers Point, NSW 2000
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Alexander Naylor AFP®
SFG Advice, Level 2, 263 Clarence Street
Sydney, NSW 2000
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Sunny Wilkinson AFP®
Viridian Advisory Pty Ltd
Level 14, 1 Margaret St
Sydney, NSW 2000
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Michael Paraskevopoulos AFP®
William Buck Wealth Advisors (NSW) Pty Ltd
level 29/66 Goulburn St
Sydney, NSW 2000
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Leah Cameron AFP®
Multiforte Financial Services
Registered Office: Level 6, 352 Kent Street
Sydney, NSW 2000
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Sarah Emily King AFP®
Stockspot Pty Ltd
International Tower 3, Level 17, 300 Barangaroo Ave
Sydney, NSW 2000
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Emma Marie Norton Selzer AFP®
Level 10, 20 Martin Place,
Sydney, NSW 2000
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Zaheer Lalani AFP®
Sovereign Advisors At Nexia Australia
suite 1 level 36/1 Macquarie Pl
Sydney, NSW 2000
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martin speiser
CFP®
Masu Financial Management Pty Ltd
GPO Box 4192
Sydney, NSW 2001
www.masu.com.au
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Gary Spencer
CFP®
Spencer Private Wealth
PO Box A816
Sydney South, NSW 1235
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Brandon Darr
CFP®
Frank Clune & Son
GPO Box 5488
Sydney, NSW 2001
www.fclune.com.au
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Darren Frawley
CFP®
EWL Financial Planning
Suite 3.01 247 Coward Street
Mascot, NSW 2020
www.ewl.com.au
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James Hunter
CFP®
Ord Minnett Limited
GPO BOX 2613
Sydney, NSW 2001
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Marie-Louise Muscat
CFP®
Fiducian Financial Services Pty Ltd
GPO Box 3392
Sydney, NSW 2001
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Judy Chew AFP®
GPO Box 3288
Sydney, NSW 2001
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Peter Estcourt
CFP®
Level 9 Suite 48 88 Pitt Street
Sydney, NSW 2001
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Benjamin Graham
CFP®
Alteris Financial Group
GPO Box 7118
Sydney, NSW 2001
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Tim Casey AFP®
Provident Super Strategies Pty Ltd
Suite 603, 247 Coward Street
Mascot, NSW 2020
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William Panagis
CFP®
Commonwealth Private Limited
PO Box 5229
Sydney, NSW 2001
www.commbank.com.au/commonwealthprivate
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Daniel Morrison AFP®
Unisuper Ltd
Level 4, 460 Church Street
Circular Quay, NSW 2001
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Andrew Hudson AFP®
Morgan Stanley Wealth Management
L26, Chifley Tower 2 Chifley Square
Sydney, NSW 2001
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Daniel Collins AFP®
Lipman Burgon and Partners Pty Limited
Sydney, NSW 2001
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Matthew Byrne AFP®
Pure Advice
GPO Box 3605
Sydney, NSW 2001
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Nick Arkoudis
Your Life Umbrella
g03/247 Coward St
Mascot, NSW 2020
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Evan Hill
CFP®
47 Middle St
Kingsford, NSW 2032
www.hillprivatewealth.com.au
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Simon Wu
CFP®
SWU Financial Planning Pty Ltd
Suite 38-39 Level 2 330 Wattle Street
Ultimo, NSW 2007
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Jonathan Wu AFP®
SWU Financial Planning Pty Ltd
Suite 38 330 Wattle Street
Ultimo, NSW 2007
www.simonwu.com.au
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Lauren Shen AFP®
Fiducian Financial Services
suite 23 level 2/89-97 Jones St
Ultimo, NSW 2007
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Jessica Pramana
CFP®
Commonwealth Private Limited
Level 5, The Foundry 1 Locomotive Street
Eveleigh, NSW 2015
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Tristan Scifo AFP®
Purpose Advisory
B1/13-21 Mandible St
Alexandria, NSW 2015
www.purposeadvisory.com.au
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Kate Blake
CFP®
Commonwealth Private Limited
1 Locomotive St
Eveleigh, NSW 2015
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Anthony Moustacas AFP®
Commonwealth Private Limited
The Foundry, Level 5, 1 Locomotive Street
South Eveleigh, NSW 2015
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Hongyi He AFP®
Commonwealth Private Limited
Level 5 The Foundry 1 Locomotive Street
South Eveleigh, NSW 2015
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