Finance & Investment · Sydney, Australia

Finance & Investment Experts in Sydney, Australia

Browse 74 verified Finance & Investment professionals based in Sydney, Australia on Prezlo.

Finance & Investment✕📍 Sydney, Australia✕
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If you're looking for a verified and licensed Finance & Investment expert in Sydney, Australia, these trusted professionals are a strong starting point. Their specialties include Retirement Planning, Investment Management, Investment Strategy Development and Risk Assessment & Management. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Sydney Thompson, CFP®

Sydney Thompson, CFP®

Retirement Planning | Investment Management | Tax Optimization

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Nathan McCabe

Nathan McCabe

Brisbane's Trusted Advisor for Tailored Financial Solutions

Finance & Investment 📍 Sydney, Australia
Investment Strategy DevelopmentRisk Assessment & ManagementWealth Management
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Dave Vaughan

Dave Vaughan

Finance & Investment | Retirement Planning

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment Portfolio ManagementTax Optimization
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Andrea SHAO

Andrea SHAO

Emerging Finance Professional with a Focus on International Investments

Finance & Investment 📍 Sydney, Australia
International FinanceInvestment StrategiesMarket Analysis
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Matthew Bruce

Matthew Bruce

Retirement Planning and Investment Management expert

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Andrew Grace

Andrew Grace

Finance & Investment leader in Retirement Planning and Investment Strategy

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment StrategyTax Optimization
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Holly Stiles

Holly Stiles

Mergers & Acquisitions practitioner | Corporate Financial Advisory

Finance & Investment 📍 Sydney, Australia
Mergers & AcquisitionsCorporate Financial AdvisoryInvestment Strategy
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Carlo Borrelli

Carlo Borrelli

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Sydney, Australia
Retirement PlanningWealth ManagementTax Optimization
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Roger Perrett 📈

Roger Perrett 📈

Wealth Management — Retirement Planning

Finance & Investment 📍 Sydney, Australia
Wealth ManagementRetirement PlanningInvestment Strategy
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Regan Isaac

Regan Isaac

Private Wealth Management — Investment Advisory

Finance & Investment 📍 Sydney, Australia
Private Wealth ManagementInvestment AdvisoryRetirement Planning
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Meng An

Meng An

Wealth Management practitioner | Retirement Planning

Finance & Investment 📍 Sydney, Australia
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
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Nicola Beswick

Nicola Beswick

Finance & Investment specializing in Personal Financial Planning

Finance & Investment 📍 Sydney, Australia
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
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Zac S.

Zac S.

Retirement Planning with expertise in Investment Portfolio Management

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment Portfolio ManagementTax Optimization
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James O'Reilly

James O'Reilly

Retirement Planning professional in Sydney

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Michael Brandt

Michael Brandt

Retirement Planning, Investment Management, and Tax Optimization

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Andy Darroch

Andy Darroch

Retirement Planning specialist in Sydney

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment Portfolio ManagementTax Optimization
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Zak Perry

Zak Perry

Finance & Investment professional in Private Equity Advisory

Finance & Investment 📍 Sydney, Australia
Private Equity AdvisoryInvestment Strategy DevelopmentFinancial Planning
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Sydney Faber

Sydney Faber

Finance & Investment professional in Investment Planning

Finance & Investment 📍 Sydney, Australia
Investment PlanningRetirement SolutionsWealth Management
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Darren Ma

Darren Ma

Retirement Planning practitioner | Investment Management

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Daniel Aiello

Daniel Aiello

Retirement Planning, Investment Strategy Development, and Tax Optimization

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
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Ben Nash

Ben Nash

Personal Financial Planning practitioner | Investment Strategy Development

Finance & Investment 📍 Sydney, Australia
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
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Mitchell Burton

Mitchell Burton

Guiding Clients to Financial Freedom Through Tailored Investment Strategies

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Max Song

Max Song

Superannuation Planning | Tax Optimization Strategies | Investment Portfolio Management

Finance & Investment 📍 Sydney, Australia
Superannuation PlanningTax Optimization StrategiesInvestment Portfolio Management
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Tom Davis

Tom Davis

Retirement Planning and Investment Management Finance

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment ManagementTax Optimization
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Jacques Malan CFP®

Jacques Malan CFP®

Retirement Planning | Investment Strategy | Sydney

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment StrategyTax Optimization
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Alan Chung

Alan Chung

Retirement Planning professional in Sydney

Finance & Investment 📍 Sydney, Australia
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
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Christine Dang

Christine Dang

Property Investment Strategies and Retirement Planning For Millennials expert

Finance & Investment 📍 Sydney, Australia
Property Investment StrategiesRetirement Planning for MillennialsBudgeting and Savings Plans
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Andrew Graham

Andrew Graham

Personal Financial Planning professional in Sydney

Finance & Investment 📍 Sydney, Australia
Personal Financial PlanningInvestment ManagementRetirement Planning
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James Weyler CFP®

James Weyler CFP®

Investment Management — Retirement Planning

Finance & Investment 📍 Sydney, Australia
Investment ManagementRetirement PlanningTax Optimization
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Sydney D'Agostino, MBA

Sydney D'Agostino, MBA

Financial Advisory | Investment Strategy | Client Relationship Management

Finance & Investment 📍 Sydney, Australia
Financial AdvisoryInvestment StrategyClient Relationship Management
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