Financial Consultants in Bakery Hill, Ballarat, VIC

Find accurate info on the best financial consultants in Bakery Hill, Ballarat. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Results from the 'Financial Consultants' category in Bakery Hill, Ballarat

37 Main Road, Ballarat, 3350

(03) 5332 9493
Nathan has worked in the financial services industry since 2009 working in various leadership roles and branch management in the banking sector. After completing his Diploma and Advance Diploma in Financial Planning he moved into a Financial Planning role in 2013. Since moving into this role Nathan has continued to develop his skills and knowledge by undergoing his MBA which he completed in 2017. Nathan is passionate about helping clients to achieve their financial well being through providing his clients with tailored financial advice.

37 Main Road, Ballarat, 3350

0418 638 271
Chris began his career in Risk Advice after securing a Management/Para-planning role with a well-established Risk Advice practice in 2012. He was mentored by the Senior Planner and after a short time was encouraged to gain the relevant qualifications to move into an advisory role.Chris completed a Diploma of Financial Planning, obtained RG146 qualification and began providing Risk Insurance Advice in 2013. He continues to build his knowledge through regular professional development and ongoing training. Chris received recognition by way of a Certificate of Excellence in 2015 for his commitment to providing outstanding advice after achieving the highest Advice Quality Rating possible. He was also nominated for the 2015 Rising Star of the Year Award by his Financial Services Licensee. Chris prides himself on being very thorough in his process and going the extra lengths to achieve appropriate outcomes for all of his clients.

Nearby results from the Financial Consultants category

Closed now

90 Main Rd, Bakery Hill, 3350

(03) 5333 5519
Closed now

53 Victoria St, Ballarat East, 3350

(03) 5331 8600
Financial consultant
Closed now

88 MAIR ST EAST, Ballarat East, 3350

(03) 5333 7088
Financial Planning, Retirement, superannuation funds, Annuity Consultants, Financial Planning Services, Investments, Superannuation, Investment Services, Portfolio Management, Superannuation industry, Superannuation Consultants, Financial planner
Closed now

97 Mair Street East, Ballarat, Ballarat East, 3350

At Finspective, we have a proud history of delivering financial knowledge and support to our clients as we guide them towards achieving their financial and lifestyle goals. Our goal is to help you gain control of your current financial situation and guide you in your wealth management. We do this by growing your knowledge with relatable content, providing support and motivation to achieve your goals, and saving you time by ensuring you make the right financial decisions. We want you to have complete control of your financial situation so you can focus on the things that really matter – like spending time with family and friends, owning your dream home, or having the freedom to retire early… The good stuff!
Closed now

17 Dana St, Ballarat, 3350

0458 130 079
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12 Camp St, Ballarat, 3350

(03) 5338 8877

level 5/119 Sturt St, BALLARAT CENTRAL, 3350

(03) 5332 3344
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303a Main Rd, Ballarat, 3350

(03) 5331 5887
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124 Albert St, Ballarat, 3350

(03) 4344 4111
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41 Lydiard South St, Ballarat, 3350

property, loan, finance company, commercial, financial service, mortgage rates, lend, borrow, agricultural, investment services, financial interest, Mortgage Loans, mortgage loan interest, finance services, Finance, finance loans, Mortgage Lender

LEVEL 1 7 LYDIARD ST S, Lake Wendouree, 3350

(03) 5331 5077
tax planning services, Financial Planning Services, financial advisory, Financial Planning, financial planner, tax planning, cash flow management

5 Chancery La, Ballarat, 3350

(03) 5333 8844
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5 Chancery Lane, Ballarat, 3350

(03) 5333 8844

L 1 7 Lydiard St, Ballarat, 3350

(03) 5331 5077
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20 Lydiard St South, Ballarat, 3350

(03) 5331 3711
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2nd Floor Lydiard House 17 Lydiard St North, Ballarat, 3350

(03) 5331 2343
Our boutique firm situated in the heart of Ballarat was established over 30 years ago and is recognised as a leading financial advisory firm in Ballarat. The stockbroking business of Foley Wilson & Co commenced trading in 1956 with partners Kevin Foley and Jim Cooke providing both stockbroking and public accounting services in Ballarat and surrounding districts. In 1985 the firm acquired the stockbroking business of A C Wilson and has subsequently formed Foley Wilson & Co in 1989. Today, the firm continues to provide services within stockbroking and all aspects of financial planning.
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108 Lydiard Street North, Ballarat Central, 3350

(03) 5331 1063
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General & Life Insurance | Financial Services & Advice...
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Closed now

Suite 4 Level 1/17 Armstrong St S, Ballarat, 3350

(03) 8559 3301