Adviser Fp
While the original Adviser fp business was formed in January 1990 (previously known as Avenue Capital Management - Parramatta) the Adviser fp brand was launched in July 2012 by a group of like-minded Certified Financial Planners. Built on a core philosophy of respect, honesty, integrity and professionalism Adviser fp provides quality investment and financial planning advice to a broad range of clients. We are not so big as to be impersonal, and we are not so small as to limit the extent or quality of our services. While respecting all existing relationships, our advisers work closely with other professionals such as Accountants and Solicitors to access specialist accounting, taxation and legal advice as required. Adviser fp Pty Ltd is an Authorised Representative of FP Advice Pty Ltd ABN 30 637 518 533 | AFSL 520310 Adviser fp Pty Ltd is proud to be an approved FPA Professional Practice This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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Verified contacts
9
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- BA
Ben Atkins-Illek
Financial Adviser · Finance & Accounting
EmailPhone - SD
Soraya Demi Bacic
Head of Paraplanning · Finance & Accounting
EmailPhone - JL
Jasmin Loke
Practice Manager · General Business & Management
EmailPhone - MM
Michelle Maguire Fchfp
Senior Financial Planner · Finance & Accounting
EmailPhone - TF
Tony Fox
Certified Financial Planner · Finance & Accounting
EmailPhone - CW
Callum Wares
Financial Adviser Associate · Finance & Accounting
EmailPhone - JA
Jay Azzopardi
Client Services · Customer/Client Service
EmailPhone - MN
Mishaal Nasir
Client Services Officer · Customer/Client Service
EmailPhone - TM
Troy McPhee
Director Owner · General Business & Management
EmailPhone
Showing 9 of 9 verified contacts
Top roles at Adviser Fp
9 distinct titles indexed · top 9 shown.
- 1certified financial planner
- 1client services
- 1client services officer
- 1director owner
- 1financial adviser
- 1financial adviser associate
- 1head of paraplanning
- 1practice manager
- 1senior financial planner
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