Our Advice Practices

Madison

Name Madison
Address Level 7, 220 George Street SYDNEY NSW 2000
Mailing Address PO Box R1776 Royal Exchange NSW 1225
Phone 1300 789 575
Fax 02 9954 4599
Company Name Independent of CAR

Contact Person – John Booth Chaloner

Name John Booth Chaloner
Address Suite 3, DMA Professional Offices,
55-57 Lathlain Street
Mailing Address PO Box 3027 BELCONNEN ACT 2617
Phone 02 6251 5544
Fax 02 6251 4477
Company Name Madison
Shield Wealth Pty Ltd
ASIC 436730
Name Shield Wealth Pty Ltd
Address Level 1, 113 Canberra Ave GRIFFITH ACT 2603
Mailing Address GPO Box 554 CANBERRA ACT 2601
Phone (02) 6274 0400
Fax (02) 6247 4100
www.tribegroup.com.au

Contact Person – Suzanne McIntosh

Name Suzanne McIntosh
Address Level 1
113 Canberra Ave
Mailing Address GPO Box 552 CANBERRA ACT 2601
Phone (02) 6274 0400
Fax (02) 6247 4100
Company Name Shield Wealth Pty Ltd

NSW

Aged Care Planners
ASIC 1009261
Name Aged Care Directions Pty Ltd
Address Level 7, 220 George Street SYDNEY NSW 2000
Mailing Address Level 7, 220 George Street SYDNEY NSW 2000
Phone 1300 079 563

Contact Person – Andrew Keay

Name Andrew Keay
Address Level 7, 220 George Street Sydney NSW 2000
Mailing Address Level 7, 220 George street SYDNEY NSW 2000
Phone 1300 079 563
Company Name Aged Care Planners
Arrowstone Wealth Planning Pty Ltd
ASIC 415538
Name Arrowstone Wealth Planning Pty Ltd
Address Level 6, 65 Berry Street NORTH SYDNEY NSW 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone (02) 8920 8933

Contact Person – Brian Christopher Lomas

Name Brian Christopher Lomas
Address Level 6, 65 Berry Street, North Sydney 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone (02) 8920 8933
Company Name Arrowstone Wealth Planning Pty Ltd

Contact Person – Kylie Woods

Name Kylie Woods
Address Level 6, 65 Berry Street, North Sydney 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone (02) 8920 8933
Company Name Arrowstone Wealth Planning Pty Ltd
c2advice Pty Ltd
ASIC 469668
Name c2advice Pty Ltd
Address Shop 3, 38 – 42 Bay Street Rockdale NSW 2216
Mailing Address PO Box 994 Rockdale NSW 2216
Phone 02 9597 1498

Contact Person – Chris Charalambous

Name Chris Charalambous
Address Shop 3, 38 – 42 Bay Street, Rockdale NSW 2216
Mailing Address PO Box 994 Rockdale NSW 2216
Phone 02 9597 1498
Canopy Private Pty Ltd
ASIC 462611
Name Canopy Private Pty Ltd
Address Level 7, 220 George Street SYDNEY NSW 2000
Mailing Address PO Box R1776 ROYAL EXCHANGE NSW 1225

Contact Person – Christopher Bates

Name Christopher Bates
Address Level 13, 333 George Street Sydney 2000
Mailing Address PO Box R1776 ROYAL EXCHANGE NSW 1225
Phone 1800 226 679
Conscious Money Pty Ltd

Contact Person – Karam Singh

Name Karam Singh
Address Level 7, 220 George Street, Sydney 2000
Mailing Address PO Box R1776 ROYAL EXCHANGE NSW 1225
Phone 1300 193 136
Cornerstone Financial Solutions
ASIC 1251797
Name Cornerstone Financial Solutions
Address 9 Waterloo Road, North Epping, NSW,2121
Phone 0491 026 713

Contact Person – Jonathan Wilkes

Name Jonathan Wilkes
Address 9 Waterloo Road, North Epping, NSW, 2121
 Phone 0491 026 713
Company Name Cornerstone Financial Solutions
Cornerstone Wealth Advisers
ASIC 322834
Name Cornerstone Wealth Advisers
Address Unit 2, Level 1, 42-44 Urunga Parade
Mailing Address PO Box 444, MIRANDA  NSW  2228
Phone 1300 521 411

Contact Person – Darren Harrow

Name Darren Harrow
Address Unit 2, Level 1, 42-44 Urunga Parade, MIRANDA NSW 2228
Mailing Address PO Box 444, MIRANDA NSW 2228
Phone 1300 521 411
Ferncourt Advisers
ASIC 1243902
Name Ferncourt Advisers Pty Ltd
Address Level 7, 220 George Street, Sydney NSW 2000
Mailing Address PO Box R1776 Royal Exchange Sydney NSW 2000
Phone (02) 8270 9060

Contact Person – Alastair Kennedy

Name Alastair Kennedy
Address Level 7, 220 George Street Sydney NSW 2000
Mailing Address PO Box R1776 Royal Exchange SYDNEY NSW 2000
Phone (02) 8270 9060
Genesis Financial Partners
ASIC 257632
Name Genesis Financial Partners
Address Suite 3.02, Level 3,55 Clarence Street SYDNEY NSW 2000
Mailing Address GPO Box 445 SYDNEY NSW 2001
Phone 02 9925 7222
Fax 02 9922 3399
www.genesisfp.com.au

Contact Person – Michelle Flanagan

Name Michelle Ingrid Flanagan
Address Suite 3.02, Level 3, 55 Clarence Street Sydney 2000
Mailing Address GPO Box 445 SYDNEY NSW 2001
Phone 02 9925 7222
Fax 02 9922 3399

Contact Person – Phil Robbins

Name Phil Robbins
Address Suite 3.02, Level 3, 55 Clarence Street Sydney 2000
Mailing Address GPO Box 445 SYDNEY NSW 2001
Phone 02 9925 7222
Fax 02 9922 3399

Contact Person – Wilton Wong

Name Wilton Wong
Address Suite 3.02, Level 3, 55 Clarence Street, Sydney, 2000
Mailing Address GPO Box 445 SYDNEY NSW 2001
Phone 02 9925 7222
Fax 02 9922 3399
Halcyon Wealth Advisers
ASIC 316738
Name Halcyon Wealth Advisers
Address Level 6, 65 Berry Street NORTH SYDNEY NSW 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580

Contact Person – Phil Clinton

Name Phil Lorimer Clinton
Address Level 6, 65 Berry Street, North Sydney, 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580

Contact Person – Andrew Armitage

Name Andrew Armitage
Address Level 6, 65 Berry Street, Sydney, 2000
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580

Contact Person – Peter Mullens

Name Peter John Mullens
Address Level 6, 65 Berry Street, North Sydney 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580

Contact Person – John Francis

Name John Robert Francis
Address Level 6, 65 Berry Street, North Sydney, 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580

Contact Person – Vivienne James

Name Vivienne James
Address Level 6, 65 Berry Street, Sydney, 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580

Contact Person – Ralph Taylor

Name Ralph Taylor
Address Level 6, 65 Berry Street, Sydney, 2060
Mailing Address PO Box 1835 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9922 1580
Ironbark Wealth Advisers Pty Ltd
ASIC 315227
Name Ironbark Wealth Advisers Pty Ltd
Address 35 Church Street DUBBO NSW 2830
Mailing Address PO Box 351 DUBBO NSW 2830
Phone 02 6884 4680
Fax 02 6884 2353

Contact Person – Phillip Henderson

 Name Phillip Henderson
Address 35 Church Street DUBBO NSW 2830
Mailing Address PO Box 351 DUBBO NSW 2830
Phone  02 6884 4680
Fax  02 6884 2353

Contact Person – Katherine Piddington

Name Katherine Piddington
Address 35 Church Street, DUBBO NSW 2830
Mailing Address PO Box 351 DUBBO NSW 2830
Phone 02 6884 4680
Fax 02 6884 2353

Contact Person – David Chapman

Name David Chapman
Address  27 Church Street DUBBO NSW 2830
Mailing Address  PO Box 351 DUBBO NSW 2830
Phone  02 6882 3633

Contact Person – David Rich

Name David Rich
Address  27 Church Street DUBBO NSW 2830
Mailing Address  PO Box 351 DUBBO NSW 2830
Phone  02 6882 3633

Contact Person – Jeremy Dickson

 

Name Jeremy Dickson
Address  27 Church Street DUBBO NSW 2830
Mailing Address  PO Box 351 DUBBO NSW 2830
Phone  02 6882 9532
Kelly + Partners Wealth Management
ASIC 1248211
Name Kelly Partners Wealth Management
Address Level 8, 32 Walker Street, North Sydney, NSW, 2060
Phone 02 9923 0836

Contact Person – Trent Doughty

 Name Trent Doughty
Address Level 8, 32 Walker Street, North Sydney, NSW, 2060
Phone 02 9923 0836
Madison
Name Madison
Address Level 7, 220 George Street SYDNEY NSW 2000
Mailing Address PO Box R1776 ROYAL EXCHANGE NSW 1225
Phone 1300 789 575
Fax 02 9954 4599
Company Name Independent of CAR

Contact Person – Cass Boyle

Name Cassandra Boyle
Address Level 7, 220 George Street Sydney 2000
Mailing Address PO Box R1776, ROYAL EXCHANGE, NSW 1225
Phone 1300 789 575
Fax (02) 9954 4599

Contact Person – Warren Jeffries

Name Warren Paul Jeffries
Address  38-40 Church Street MAITLAND NSW 2320
Mailing Address  PO Box 79 MAITLAND NSW 2320
Phone  (02) 4933 4444
Fax  (02) 4933 7781

Contact Person – James Purvis

Name James Purvis
Address Level 7, 220 George Street, Sydney 2000
Mailing Address PO BOX R1776, Royal Exchange, NSW 1225
Phone 1300 789 575
Majenda Financial Pty Ltd
Name Majenda Financial Pty Ltd
Address Suite 1002, Lvl 10, South Tower 1-5 Railway Street Chatswood NSW 2067
Mailing Address PO Box 5549 West Chatswood NSW 1515
Phone (02) 9904 6933
Fax (02) 8572 6031

Contact Person – Geoff Taylor

Name Geoff Taylor
Address Suite 1002, Lvl 10, South Tower, 1-5 Railway Street Chatswood, NSW, 2067
Mailing Address PO Box 5549 West Chatswood NSW 1515
Phone (02) 9904 6933
Fax (02) 8572 6031
Mooneys Life Insurance Advisors Pty Ltd
ASIC 340915
Name Mooneys Life Insurance Advisors Pty Ltd
Address Level 6, 65 Berry Street NORTH SYDNEY NSW 2060
Mailing Address PO Box 1948 NORTH SYDNEY NSW 2059
Phone 02 8920 8933
Fax 02 9956 6600

Contact Person – Michael Mooney

Name Michael Mooney
Address Level 6, 65 Berry Street, North Sydney 2060
Mailing Address PO Box 1948 NORTH SYDNEY NSW 2059
Phone (02) 8920 8933
Fax (02) 9956 6600
Principle Advisers Pty Ltd
ASIC 454227
Name Principle Advisers Pty Ltd
Address 23/5-7 Inglewood Place
Baulkham, NSW, 2153
Mailing Address PO Box 7961 Baulkham Hills Business Centre NSW 2153
Phone 0406 476 023

Contact Person – Malcolm Greentree Bella Vista NSW 2153

Name Malcolm Greentree
Address 23/5-7 Inglewood Place
Baulkham Hills, NSW, 2153
Mailing Address PO Box 7961 Baulkham Hills Business Centre NSW 2153
Phone 0406 476 023
Company Name Principle Advisers Pty Ltd

Contact Person – Sandra Blake Bella Vista NSW 2153

Name Sandra Blake
Address 23/5-7 Inglewood Place
Baulkham Hills, NSW, 2153
Mailing Address PO Box 7961 Baulkham Hills Business Centre NSW 2153
Phone 0406 476 023
Company Name Principle Advisers Pty Ltd

Randle Advisory
ASIC 326906
Name Randle Advisory
Address Level 7, 220 George Street SYDNEY NSW 2000
Mailing Address GPO Box 4239 SYDNEY NSW 2001
Phone 02 8270 9000
Fax 02 9299 0266

Contact Person – James Richard McLellan Randle SYDNEY NSW 2001

Name James Richard McLellan Randle
Address Level 7
220 George Street
Mailing Address GPO Box 4239 SYDNEY NSW 2001
Phone 02 8270 9000
Fax 02 9299 0266
Company Name Randle Advisory

Contact Person – John Albert Randle SYDNEY NSW 2001

Name John Albert Randle
Address Level 7
220 George Street
Mailing Address GPO Box 4239 SYDNEY NSW 2001
Phone 02 8270 9000
Fax 02 9299 0266
Company Name Randle Advisory

Sherlock Geldens Financial Consulting
ASIC 423724
Name Sherlock Geldens Financial Consulting
Address Suite 17,924 Pacific Highway Gordon NSW 2072
Mailing Address Suite 17,924 Pacific Highway Gordon NSW 2072
Phone (02) 9431 7045
Fax (02) 9431 7001

 Contact Person – Mark Geldens Gordon NSW 2072 Gordon NSW 2072

Name Mark Geldens
Address Suite 17,
924 Pacific Highway
Mailing Address Suite 17,
924 Pacific Highway
Phone (02) 9431 7045
Fax (02) 9431 7001
Company Name Sherlock Geldens Financial Consulting

Sherlock McGrath Financial Services Pty Limited
ASIC 408894
Name Sherlock McGrath Financial Services Pty Limited
Address Suite 17, Level 3924 Pacific Highway GORDON NSW 2072
Mailing Address Suite 17, Level 3924 Pacific Highway GORDON NSW 2072
Phone (02) 9431 7000
Fax (02) 9431 7001

Contact Person – Sean McGrath GORDON NSW 2072 0

Name Sean McGrath
Address Suite 17 Level 3
924 Pacific Highway
Phone (02) 9431 7056
Fax (02) 9431 7001
Company Name Sherlock McGrath Financial Services Pty Limited

Sherlock Partners Pty Ltd
ASIC 1235857
Name Sherlock Partners Pty Ltd
Address Level 3924 Pacific Highway Gordon NSW 2072
Mailing Address Level 3924 Pacific Highway Gordon NSW 2072
Phone 02 9431 7070
Fax

Contact Person – James Totojian GORDON NSW 2072

Name James Totojian
Address Level 3, 924 Pacific Highway
Gordon NSW 2072
Mailing Address PO Box 1835 Gordon NSW 2072
Phone (02) 9431 7070
Company Name Sherlock Partners Pty Ltd

Sydney Wealth Partners Pty Ltd
ASIC 438380
Name Sydney Wealth Partners Pty Ltd
Address Level 8210 Clarence Street Sydney NSW 2000
Mailing Address PO Box 563 Pyrmont NSW 2009
Phone (02) 8007 5018
Fax

Contact Person – Alexander Ilievski Sydney NSW 2000

Name Alexander Ilievski
Address Level 8
210 Clarence Street
Mailing Address PO Box 563 Pyrmont NSW 2009
Phone (02) 8007 5018
Company Name Sydney Wealth Partners Pty Ltd

The Sherlock Group
ASIC 235436
Name The Sherlock Group
Address Suite 17924 Pacific Highway GORDON NSW 2072
Mailing Address PO Box 223 GORDON NSW 2072
Phone (02) 9431 7000
Fax (02) 9431 7001

www.sherlockgroup.com.au Company Name The Sherlock Group Pty Ltd

Contact Person – Jonathan Bruce Sherlock GORDON NSW 2072

Name Jonathan Bruce Sherlock
Address Suite 17
924 Pacific Highway
Mailing Address PO Box 223 GORDON NSW 2072
Phone 02 9431 7000
Fax 02 9431 7001
Company Name The Sherlock Group

Travlos Professional Group Pty Ltd
ASIC 442358
Name Travlos Professional Group Pty Ltd
Address 518 King Georges Road BEVERLY HILLS NSW 2209
Mailing Address PO Box 820 Marrickville NSW 1475
Phone (02) 9579 1762
Fax (02) 9585 0096

Contact Person – Theodoros Travlos

Name Theodoros Travlos
Address 518 King Georges Street BEVERLY HILLS NSW 2209
Mailing Address PO Box 820 Marrickville NSW 1475
Phone (02) 9579 1762
Fax (02) 9585 0096

Company Name Travlos Professional Group Pty Ltd

Vogue Financial Planning Pty Ltd
ASIC 434892
Name Vogue Financial Planning Pty Ltd
Address Level 1, Suite 10255 Norton Street Leichhardt NSW 2040
Mailing Address PO Box 1104 Leichhardt NSW 2040
Phone 1300 186 483
Fax 1300 186 484

www.voguefinancial.com.au Company Name Vogue Financial Planning Pty Ltd

Contact Person – Allana Elliott Leichhardt NSW 2040

ASIC 312437
Name Allana Elliott
Address Level 1, Suite 102
55 Norton Street
Mailing Address PO Box 1104 Leichhardt NSW 2040
Phone 1300 186 483
Fax 1300 186 484
Company Name Vogue Financial Planning Pty Ltd

Contact Person – Paul Giordano Leichhardt NSW 2040

Name Paul Giordano
Address Level 1, Suite 102
55 Norton Street
Mailing Address PO Box 1104 Leichhardt NSW 2040
Phone 1300 186 483
Fax 1300 186 484
Company Name Vogue Financial Planning Pty Ltd

WealthSpring Financial
ASIC 1239476
Name WealthSpring Financial
Address Suite 3.02, Level 355 Clarence Street SYDNEY NSW 2000
Mailing Address GPO Box 445 SYDNEY NSW 2001
Phone 0456 023 444
Fax 02 9591 9419

Contact Person – Elizabeth Caroline Hughes SYDNEY NSW 2000

Name Elizabeth Caroline Hughes
Address Suite 3.02, Level 3
55 Clarence Street
Mailing Address GPO Box 445 SYDNEY NSW 2001
Phone 0456 023 444
Company Name WealthSpring Financial

QLD

Alan Giumelli Financial Services
ASIC 253158
Name Alan Giumelli Financial Services
Address Suite 2, 36 Finchley Street MILTON QLD 4064
Mailing Address PO Box 1752 MILTON QLD 4064
Phone 07 3876 5122
Fax 07 3876 5133

 Contact Person – Alan Giumelli MILTON QLD 4064

Name Alan Giumelli
Address Suite 2,
36 Finchley Street
Mailing Address PO Box 1752 MILTON QLD 4064
Phone 07 3876 5122
Fax 07 3876 5133
Company Name Alan Giumelli Financial Services

Contact Person – Nicola Ramsay MILTON QLD 4064

Name Nicola Ramsay
Address Suite 2,
36 Finchley Street
Mailing Address Suite 5 MILTON QLD 4064
Phone 07 3876 5122
Fax 07 3876 5133
Company Name Alan Giumelli Financial Services

Anxin Wealth Management
ASIC 381338
Name Anxin Wealth Management
Address Suite 207, Sunnybank Times Square250 McCullough Street SUNNYBANK QLD 4109
Mailing Address Suite 207, Sunnyvank Times Square250 McCullough Street SUNNYBANK QLD 4109
Phone 07 3727 8802
Fax 07 3727 8899

Contact Person – Guan Un SUNNYBANK QLD 4109

Name Guan Un
Address Suite 207, Sunnybank Times Square
250 McCullough Street
Mailing Address Suite 207, Sunnybank Times Square SUNNYBANK QLD 4109
Phone 07 3727 8802
Fax 07 3727 8899
Company Name Anxin Wealth Management

Austcover
ASIC 267794
Name Austcover
Address 99 Melbourne street SOUTH BRISBANE QLD 4004
Mailing Address GPO Box 2780 BRISBANE QLD 4001
Phone 07 3237 8666
Fax 07 3237 8699
www.austcover.com.au

 Contact Person – Joseph Patrick Burke

Name Joseph Patrick Burke
Address 99 Melbourne Street SOUTH BRISBANE QLD 4001
Mailing Address GPO Box 2780 BRISBANE QLD 4001
Phone 07 3237 8666
Fax 07 3237 8699
Company Name Austcover

Aventree Wealth Pty Ltd AFT Family Wealth Trust
ASIC 422646
Name Aventree Wealth Pty Ltd AFT Family Wealth Trust
Address Level 5, 135 Wickham Terrace Brisbane QLD 4000
Mailing Address PO Box 5237 WEST END QLD 4101
Phone 1300 792 561
Fax 1300 792 562
emma@aventree.com

Contact Person – Emma Cunningham Brisbane QLD 4000

Name Emma Cunningham
Address Level 5,
135 Wickham Terrace
Mailing Address PO Box 5237 WEST END QLD 4101
Phone 1300 792 561
Fax 1300 792 562
Company Name Aventree Wealth Pty Ltd AFT Family Wealth Trust

Bellevue Financial Planning Pty Ltd
ASIC 235429
Name Bellevue Financial Planning Pty Ltd
Address Level 1, 160 Edward Street, Brisbane, QLD, 4000
Mailing Address PO Box 447 Paddington QLD 4064
Phone 07 3221 8533
Fax 07 3378 4356
Name John Lowey
Address Level 1
160 Edward Street Brisbane QLD 4000
Mailing Address PO Box 447 Paddington QLD 4064
Phone 07 3221 8533
Fax 07 3378 4356
Company Name Bellevue Financial Planning Pty Ltd
Beau Life Group
ASIC 240664
Name Beau Life Group
Address Level 1,160 Edward Street BRISBANE QLD 4000
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3011 1000

Contact Person – Matthew Beauchamp BRISBANE QLD 4000

Name Matthew Beauchamp
Address Level 1
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3011 1000
Company Name Beau Life Group

Contact Person – Tim McKendry BRISBANE QLD 4000

Name Timothy McKendry
Address Level 1,
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3011 1000
Company Name Beau Life Group

Contact Person – Mark Beauchamp BRISBANE QLD 4000

Name Mark Beauchamp
Address Level 1
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3011 1000
Company Name Beau Life Group

Contact Person – Paul Joseph Beauchamp BRISBANE QLD 4000

Name Paul Joseph Beauchamp
Address Level 1,
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3011 1000
Company Name Beau Life Group

Contact Person – Garry Kevin Moore BRISBANE QLD 4000

Name Garry Kevin Moore
Address Level 1, 160 Edward Street
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3011 1000
Company Name Beau Life Group

Certified Planning & Insurances Services Pty Ltd
ASIC 287599
Name Certified Planning & Insurances Services Pty Ltd
Address Level 2, Suite 1, 825 Zillmere Road, ASPLEY QLD 4034
Phone (07) 3867 2600
Fax (07) 3867 2699

Contact Person – Douglas Sims Aspley QLD 4034

Name Douglas Sims
Address Level 2, Suite 1,
825 Zillmere Road, ASPLEY QLD 4034
Phone (07) 3867 2600
Fax (07) 3867 2699

CFL Financial Planning
ASIC 246679
Name CFL Financial Planning
Address Level 9,360 Queen Street BRISBANE QLD 4000
Mailing Address GPO Box 2468 Brisbane QLD 4001
Phone 07 3328 8988
Fax 07 3328 8999

 Contact Person – Craig Buntain BRISBANE QLD 4000

Name Craig Buntain
Address Level 9,
360 Queen Street
Mailing Address PO Box 2468 Brisbane QLD 4001
Phone 07 3328 8988
Fax 07 3328 8999
Company Name CFL Financial Planning

Contact Person – Stephen King BRISBANE QLD 4000

Name Stephen King
Address Level 9,
360 Queen Street
Mailing Address PO Box 2468 Brisbane QLD 4001
Phone 07 3328 8988
Fax 07 3328 8999
Company Name CFL Financial Planning

CKG Partners

Upper Mt Gravatt QLD 4122

Name CKG Partners
Address Ground Floor, Tower D, Garden Square
Cnr Macgregor St & Kessels Rd. 643 Kessels Rd
Mailing Address PO BOX 6992 Upper Mount Gravatt QLD, 4122
Phone  07 3171 4800
Company Name CKG Partners Pty Ltd

Contact Person – Clarissa Chiang Upper Mount Gravatt QLD, 4122

Name Clarissa Chiang
Address Ground Floor, Tower D, Garden Square
Cnr Macgregor St & Kessels Rd. 643 Kessles Rd
Mailing Address PO Box 6992 Upper Mount Gravatt QLD, 4122
Phone 07 3171 4800
Company Name CKG Partners Pty Ltd

Contact Person – Janette King Upper Mount Gravatt QLD, 4122

Name Janette King
Address Ground Floor, Tower D, Garden Square
Cnr Macgregor St & Kessels Rd. 643 Kessles Rd
Mailing Address PO Box 6992 Upper Mount Gravatt QLD, 4122
Phone 07 3171 4800
Company Name CKG Partners Pty Ltd

Contact Person – Kaylene Vohland Upper Mount Gravatt QLD, 4122

Name Kaylene Vohland
Address Ground Floor, Tower D, Garden Square
Cnr Macgregor St & Kessels Rd. 643 Kessles Rd
Mailing Address PO Box 6992 Upper Mount Gravatt QLD, 4122
Phone 07 3171 4800
Company Name CKG Partners Pty Ltd

Contact Person – Michelle Parkyn Upper Mount Gravatt QLD, 4122

Name Michelle Parkyn
Address Ground Floor, Tower D, Garden Square
Cnr Macgregor St & Kessels Rd. 643 Kessles Rd
Mailing Address PO Box 6992 Upper Mount Gravatt QLD, 4122
Phone 07 3171 4800
Company Name CKG Partners Pty Ltd

Consolidated Insurances WPFT Pty Ltd
Name Consolidated Insurances WPFT Pty Ltd
Address 7 Napier Street Murarrie QLD 4171
Mailing Address PO BOX 775 Bulimba QLD 4171
Phone 07 3292 1101
Fax 07 3292 1110

Contact Person – William Paull Murarrie QLD 4171

Name William Paull
Address 7 Napier Street
Murarrie  QLD  4171
Mailing Address PO Box 775 Bulimba QLD 4171
Phone 07 3292 1101
Fax 07 3292 1110
Company Name Consolidated Insurances WPFT Pty Ltd

Envision Wealth & Financial Planning Pty Ltd

Robina QLD 4226

Name Envision Wealth & Financial Planning Pty Ltd
Address 13 Cranbourne Court
Robina QLD 4226
Mailing Address
Phone 0416048743
Company Name Envision Wealth & Financial Planning Pty Ltd

Contact Person – Phil Mckee Robina QLD 4226

Name Envision Wealth & Financial Planning Pty Ltd
Address 13 Cranbourne Court
Robina QLD 4226
Mailing Address
Phone 0416048743
Company Name Envision Wealth & Financial Planning Pty Ltd

Greg Walker Financial Planning Pty Ltd
ASIC 469436
Name Greg Walker Financial Planning Pty Ltd
Address 10 Monash Street Tugan QLD 4224
Mailing Address PO Box 245 Tugan QLD 4224
Phone 07 5525 7000
Fax
gregwalkerfp@gmail.com

 Contact Person – Greg Walker

Name Greg Walker
Address 10 Monash Street Tugun QLD 4224
Mailing Address PO Box 245 Tugun QLD 4224
Phone 07 5525 7000
Company Name Greg Walker Financial Planning Pty Ltd

InvestWise Financial Planning Pty Ltd
ASIC 310201
Name InvestWise Financial Planning Pty Ltd
Address Aspley Homemaker Centre, Suite 1/ Level 2, 825 Zillmere Road ASPLEY QLD 4034
Mailing Address PO BOX 54 ASPLEY QLD 4034
Phone 3867 2600
Fax 3867 2699
admin@investwisefp.com.au

Contact Person – Larry Ellis ASPLEY QLD 4034

Name Larry Ellis
Address Aspley Homemaker Centre, Suite 1/ Level 2
825 Zillmere Road
Mailing Address PO Box 54 ASPLEY QLD 4034
Phone 07 3867 2600
Fax 07 3867 2699
Company Name InvestWise Financial Planning Pty Ltd

Mackiehans Life Advisors Pty Ltd
ASIC 240662
Name Mackiehans Life Advisors Pty Ltd
Address Level 1,160 Edward Street BRISBANE QLD 4000
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3221 8277

 Contact Person – Louise Maree Mackiehan BRISBANE QLD 4000

Name Louise Maree Mackiehan
Address Level 1,
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3221 8277
Company Name Mackiehans Life Advisors Pty Ltd

Contact Person – Diarmid George Mackiehan BRISBANE QLD 4000

Name Diarmid George Mackiehan
Address Level 1,
160 Edward Street
Mailing Address GPO Box 2285 BRISBANE QLD 4001
Phone 07 3221 8533
Fax 07 3221 8277
Company Name Mackiehans Life Advisors Pty Ltd

MBA Wealth Management Pty Ltd
ASIC 454502
Name MBA Wealth Management Pty Ltd
Address Shop D209 Given Terrace Paddington QLD 4064
Mailing Address Shop D209 Given Terrace Paddington QLD 4064
Phone (07) 3368 1949
Fax (07) 3368 2482

Contact Person – Shane Arnold Paddington QLD 4064

Name Shane Arnold
Address Shop D
209 Given Terrace
Mailing Address Shop D Paddington QLD 4064
Phone (07) 3368 1949
Fax (07) 3368 2482
Company Name MBA Wealth Management Pty Ltd

Contact Person – Ashley Harrison Paddington QLD 4064 Paddington QLD 4064

ASIC 463781
Name Ashley Harrison
Address Shop D
209 Given Terrace
Mailing Address Shop D
209 Given Terrace
Phone (07) 3368 1949
Fax (07) 3368 2482
Company Name MBA Wealth Management Pty Ltd

 

Contact Person – Atenai Poa Paddington QLD 4064 Paddington QLD 4064

Name Atenai Poa
Address Shop D
209 Given Terrace
Mailing Address Shop D
209 Given Terrace
Phone (07) 3368 1949
Fax (07) 3368 2482
Company Name MBA Wealth Management Pty Ltd

Nexus Private Wealth Management Pty Ltd
ASIC 425962
Name Nexus Private Wealth Management Pty Ltd
Address Level 6145 Eagle Street BRISBANE QLD 4000
Mailing Address GPO Box 2838 BRISBANE QLD 4001
Phone 1300 473 347
Fax
svick@nexusprivate.com

Contact Person – Adrian McPhee BRISBANE QLD 4000

Name Adrian McPhee
Address Level 6,
145 Eagle Street
Mailing Address GPO Box 2838 BRISBANE QLD 4001
Phone 1300 473 347

Contact Person – Stephen Vick BRISBANE QLD 4000

Name Stephen Vick
Address Level 6,
145 Eagle Street
Mailing Address GPO Box 2838 BRISBANE QLD 4001
Phone 1300 473 347

Pro Tec Financial Services Pty Ltd
SIC 345717
Name Pro Tec Financial Services Pty Ltd
Address Suite 4/8 Sunshine Beach Road Noosa Heads QLD 4567
Mailing Address PO Box 2465 Noosa Heads QLD 4567
Phone (07) 5474 8801
Fax

Contact Person – Ken Thompson Noosa Heads QLD 4567

Name Ken Thompson
Address Suite 4
8 Sunshine Beach Road
Mailing Address PO Box 2465 Noosa Heads QLD 4567
Phone (07) 5474 8801
Company Name Pro Tec Financial Services Pty Ltd

Sinclair Financial Group
ASIC 1238866
Name Sinclair Financial Group
Address 47 Warner Street Fortitude Valley QLD 4006
Mailing Address PO Box 650 Fortitude Valley QLD 4006
Phone 07 3117 0607
Fax 07 3011 1000

Contact Person – Norm Sinclair

Name Norm Sinclair
Address 47 Warner Street Fortitude Valley QLD 4006
Mailing Address PO Box 650 Fortitude Valley QLD 4006
Phone 07 3117 0607
Fax 07 3011 1000

Name Colin Yi
Address 47 Warner Street Fortitude Valley QLD 4006
Mailing Address PO Box 650 Fortitude Valley QLD 4006
Phone 07 3117 0607
Fax 07 3011 1000
Your Financial Design Pty Ltd

Contact Person – Wally Djachenko Birkdale QLD 4159

Name Wally Djachenko
Address 1 Creek Road
Birkdale QLD 4159
Phone 07 3822 7201
Fax 07 3041 6990
Company Name Your Financial Design Pty Ltd

Contact Person – Ian Chester-Master Birkdale QLD 4159

Name Ian Chester-Master
Address 1 Creek Road
Birkdale QLD 4159
Phone 07 3822 7201
Fax 07 3041 6990
Company Name Your Financial Design Pty Ltd

SA

Adonai Enterprises Pty Ltd
ASIC 242449
Name Adonai Enterprises Pty Ltd
Address 8 Peenar Grove Dernancourt SA 5075
Mailing Address PO Box 67 Dernancourt SA 5075
Phone (08) 8261 8275
Fax

Contact Person – Ken Ashby

 Name Ken Ashby
Address 8 Peenar Grove Dernancourt SA 5075
Mailing Address PO Box 67 Dernancourt SA 5075
Phone (08) 8261 8275
Company Name Adonai Enterprises Pty Ltd

Advisory Solutions Pty Ltd
ASIC 1248074
Name Advisory Solutions Pty Ltd
Address 239 Magill Road MAYLANDS SA 5056
Mailing Address 239 Magill Road MAYLANDS SA 5056
Phone 1300 552 308

Seagrims - Your Financial Planners
ASIC 473160
Name Seagrims – Your Financial Planners
Address 12 Marryatt Street Port Augusta SA 5700
Mailing Address 12 Marryatt Street Port Augusta SA 5700
Phone 08 8642 6888
Fax 08 8642 6167

Contact Person – Anne-Marie Seagrim

Name Anne-Marie Seagrim
Address 12 Marryatt Street Port Augusta SA 5700
Mailing Address 12 Marryatt Street Port Augusta SA 5700
Phone 08 8642 6888
Fax 08 8642 6167

Contact Person – Kristen Marie Scharenberg

 Name Kristen Marie Scharenberg
Address  12 Marryatt Street Port Augusta SA 5700
Mailing Address  12 Marryatt Street Port Augusta SA 5700
Phone  08 8642 6888
Fax  08 8642 6167

 VIC

CG Wealth
ASIC 471625
Name CG Wealth
Address 44 Gray Street HAMILTON VIC 3300
Mailing Address PO Box 689 HAMILTON VIC 3300
Phone 03 5571 0111
Fax 03 5571 0100

Contact Person – Lawrence Raymond Cogger

 Name Lawrence Raymond Cogger
Address 44 Gray Street HAMILTON VIC 3300
Mailing Address PO Box 689 HAMILTON VIC 3300
Phone 03 5571 0111
Fax 03 5571 0100

Contact Person – Vicki Kearney

 Name Vicki Kearney
Address 44 Gray Street HAMILTON VIC 3300
Mailing Address PO Box 689 HAMILTON VIC 3300
Phone 03 5571 0111
Fax 03 5571 0100

Contact Person – Alan Oakley

 ASIC 469612
Name Alan Oakley
Address 44 Gray Street HAMILTON VIC 3300
Mailing Address PO Box 689 HAMILTON VIC 3300
Phone 03 5571 0111
Fax 03 5571 0100

Hendrie Financial Strategies
ASIC 232693
Name Hendrie Financial Strategies
Address 1/23 Lacey Street CROYDON VIC 3136
Mailing Address PO Box 489 CROYDON VIC 3136
Phone 03 9725 2533
Fax 03 9725 7003

Contact Person – Michael James Crowe

Name Michael James Crowe
Address 1/23 Lacey Street CROYDON VIC 3136
Mailing Address PO Box 489 CROYDOB VIC 3136
Phone 03 9725 2533
Fax 03 9725 7003

Contact Person – Caren Lynnette Hendrie

 Name Caren Lynnette Hendrie
Address 1/23 Lacey Street CROYDON VIC 3136
Mailing Address PO Box 489 CROYDON VIC 3136
Phone 03 9725 2533
Fax 03 9725 7003

Contact Person – John James Hendrie

 Name John James Hendrie
Address 1/23 Lacey Street CROYDON VIC 3136
Mailing Address PO Box 489 CROYDON VIC 3136
Phone 03 9725 2533
Fax 03 9725 7003

Jeffrey Thomas Securities
ASIC 232683
Name Jeffrey Thomas Securities
Address Suite 2, 2A Cambridge Street BOX HILL VIC 3128
Mailing Address Suite 22A Cambridge Street BOX HILL VIC 3128
Phone 03 9899 0005
Fax 03 9877 0198

Contact Person – Reece Evans BOX HILL VIC 3128

Name Reece Evans
Address Suite 2,
2A Cambridge Street
Mailing Address Suite 2 BOX HILL VIC 3128
Phone 03 9899 0005
Fax 03 9899 0198

Red Door Wealth Management Pty Ltd

Contact Person – Joseph Mattar

Name Red Door Wealth Management Pty Ltd
Address 53 Justin CircuitHampton Park Victoria MELBOURNE VIC 3976
Mailing Address 53 Justin CircuitHampton Park Victoria MELBOURNE VIC 3976
Phone (03) 8456 6797
Fax (03) 8456 6790
www.reddoorconveyancing.com.au

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