2 Financial Advisers in Monash, ACT

Monash has 2 registered financial advisers across 1 firm. All advisers are authorised to provide tax financial advice services (TFAS). Experience ranges from 1 to 29 years.

2 Financial Advisers in Monash

Jodie Elizabeth Lane

No disciplinary history on record with ASIC

Rise Financial

Tax advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

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ASIC ADV 001313145 Is this you? Claim listing

Phillip Clayton Thompson

No disciplinary history on record with ASIC

Rise Financial

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

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ASIC ADV 001005120 Is this you? Claim listing

Frequently Asked Questions

How many financial advisers are there in Monash?

There are 2 registered financial advisers in Monash, Australian Capital Territory, across 1 firm. All are registered with ASIC.

How do I find a financial planner in Monash?

You can find a registered financial planner in Monash using this directory. All 2 financial planners and advisers listed are registered with ASIC and sourced from the Financial Advisers Register.

Which financial advisers in Monash can provide tax financial advice?

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

Who are the most experienced financial advisers in Monash?

The most experienced financial advisers in Monash include Jodie Elizabeth Lane ( years), Phillip Clayton Thompson ( years).

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

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

Nearby Financial Advisers

Gowrie, ACT 2km Greenway, ACT 2km Calwell, ACT 3km Farrer, ACT 5km Torrens, ACT 5km