Finance & Investment · Melbourne, Australia

Finance & Investment Experts in Melbourne, Australia

Browse 47 verified Finance & Investment professionals based in Melbourne, Australia on Prezlo.

Finance & Investment📍 Melbourne, Australia
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If you're looking for a Finance & Investment expert in Melbourne, Australia, these verified professionals are a strong starting point. Their specialties include Financial Planning for Engineers, Investment Strategies for Tech Professionals, Investment Strategy Development and Portfolio Management. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
DJ Hunt, CFP®

DJ Hunt, CFP®

Financial Planning For Engineers | Investment Strategies For Tech Professionals | Melbourne

Finance & Investment 📍 Melbourne, Australia
Financial Planning for EngineersInvestment Strategies for Tech ProfessionalsRetirement Planning for Scientists
Emma Wyndham-Smith

Emma Wyndham-Smith

Finance & Investment focused on Investment Strategy Development and Portfolio Management

Finance & Investment 📍 Melbourne, Australia
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
Andrew Anthony Clarke

Andrew Anthony Clarke

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Melbourne, Australia
Wealth ManagementInvestment StrategyRetirement Planning
Marc Wong

Marc Wong

Global Equity Research, Superannuation Investment Strategies, and Risk Management In Investments

Finance & Investment 📍 Melbourne, Australia
Global Equity ResearchSuperannuation Investment StrategiesRisk Management in Investments
Andrew White

Andrew White

Retirement Planning, Investment Strategy Development, and Tax Optimization

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Robert Anthony

Robert Anthony

Finance & Investment | Wealth Management

Finance & Investment 📍 Melbourne, Australia
Wealth ManagementRetirement PlanningInvestment Portfolio Diversification
Kevin So

Kevin So

Retirement Planning and Investment Strategy Development expert

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
John Hintum

John Hintum

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningWealth ManagementInvestment Strategies
Ashish Siddam

Ashish Siddam

Melbourne-based Investment Strategy Development specialist

Finance & Investment 📍 Melbourne, Australia
Investment Strategy DevelopmentRetirement PlanningRisk Management
Rob Atherton

Rob Atherton

Research in International Wealth Management and Financial Planning For Expats

Finance & Investment 📍 Melbourne, Australia
International Wealth ManagementFinancial Planning for ExpatsInvestment Strategy Development
Andrew Hewitt

Andrew Hewitt

Corporate Financial Advisory | Risk Management Consulting

Finance & Investment 📍 Melbourne, Australia
Corporate Financial AdvisoryRisk Management ConsultingMergers and Acquisitions
James Mirams

James Mirams

Investment Advisory | Retirement Planning | Tax Optimization

Finance & Investment 📍 Melbourne, Australia
Investment AdvisoryRetirement PlanningTax Optimization
Michelle Lee

Michelle Lee

Research in High Net Worth Individuals and Investment Strategy Development

Finance & Investment 📍 Melbourne, Australia
High Net Worth IndividualsInvestment Strategy DevelopmentRetirement Planning
Ryan Gillespie

Ryan Gillespie

Portfolio Management practitioner | Risk Assessment

Finance & Investment 📍 Melbourne, Australia
Portfolio ManagementRisk AssessmentFinancial Advisory
William Morgan

William Morgan

Melbourne-based Investment Portfolio Structuring specialist

Finance & Investment 📍 Melbourne, Australia
Investment Portfolio StructuringRisk Management StrategiesClient Financial Education
Jamie B. Ostrander

Jamie B. Ostrander

Finance specializing in Retirement Planning and Investment Strategy

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningInvestment StrategyTax Optimization
Matthew Morrison

Matthew Morrison

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningInvestment ManagementTax Optimization
Ryan Osborne, CFP®, EA

Ryan Osborne, CFP®, EA

Retirement Planning practitioner | Tax Optimization

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningTax OptimizationInvestment Management
Lynsey Brennan

Lynsey Brennan

Finance & Investment | Investment Advisory

Finance & Investment 📍 Melbourne, Australia
Investment AdvisoryRetirement PlanningTax Optimization
Paul Ashworth

Paul Ashworth

Finance & Investment leader in Portfolio Management and Risk Assessment

Finance & Investment 📍 Melbourne, Australia
Portfolio ManagementRisk AssessmentWealth Advisory
Marko Bagaric

Marko Bagaric

Wealth Management with expertise in Portfolio Diversification

Finance & Investment 📍 Melbourne, Australia
Wealth ManagementPortfolio DiversificationRisk Assessment
Andrew Ames

Andrew Ames

Finance & Investment | Retirement Planning

Finance & Investment 📍 Melbourne, Australia
Retirement PlanningInvestment StrategyTax Optimization
Lisa Palmer

Lisa Palmer

Research in Wealth Management and Retirement Planning

Finance & Investment 📍 Melbourne, Australia
Wealth ManagementRetirement PlanningInvestment Strategy
Kate Soumilas

Kate Soumilas

Investment Strategy | Wealth Preservation | Tax Optimization

Finance & Investment 📍 Melbourne, Australia
Investment StrategyWealth PreservationTax Optimization
Eli Nossbaum

Eli Nossbaum

Investment Strategy and Retirement Planning expert

Finance & Investment 📍 Melbourne, Australia
Investment StrategyRetirement PlanningTax Optimization
Katrina Ho

Katrina Ho

Finance & Investment leader in Investment Strategy Development and Portfolio Management

Finance & Investment 📍 Melbourne, Australia
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
Harris Wang

Harris Wang

Finance & Investment specializing in Family Wealth Management

Finance & Investment 📍 Melbourne, Australia
Family Wealth ManagementInvestment Strategy DevelopmentTax Optimization
Wendy Chong

Wendy Chong

Private Wealth Management | Cross-Border Investment Strategies

Finance & Investment 📍 Melbourne, Australia
Private Wealth ManagementCross-Border Investment StrategiesUK/Europe Real Estate Advisory
Andrew Vogt

Andrew Vogt

Personal Financial Planning: Investment Strategy Development

Finance & Investment 📍 Melbourne, Australia
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Drew Griffin

Drew Griffin

Research in Wealth Management and Tax Advisory

Finance & Investment 📍 Melbourne, Australia
Wealth ManagementTax AdvisoryInvestment Strategies
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