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Financial & Investment Services

Achieve Home Loans

Based in the Victorian regional city of Geelong, Achieve Home Loans believes that every client deserves the best of care and service when purchasing or refinancing the home of their dreams. That’s why the business adheres to a strong one-on-one personal service path. They endeavour to help eve...

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Advance Finance

We Will Help You With Your Financial Needs For All Purposes.

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Alliance Advisers

These 5 words best summarise what we do: Consolidate, Co-ordinate, Comprehensive, Simplify and ....Accountability. We bring together Subject Matter Experts in Tax, Legal , Money Management, Insurance and Financial Planning who peer assess every strategy and then I oversee and coordinate the process&...

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ANZ Business Centre

Our history dates back over 180 years. We are committed to building lasting partnerships with our customers, shareholders and communities in 34 countries in Australia, New Zealand, throughout Asia and the Pacific, and in the Middle East, Europe and America. We provide a range of banking and financia...

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Arcadian Wool Brokers Ltd

Arcadian Wool Brokers Ltd. was established in 1985. Since inception the company has expanded progressively and is currently the largest seller of the renowned wool from Victoria's Western District. Arcadian's success has been achieved by an excellent team of well respected wool technical staff and s...

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Aussie Home Loans Geelong

Open 5 days a week Aussie Geelong caters for first home buyers, investors and new home purchasers. We can also help customers with a quick home loan health check to ensure you´ve still got a great deal on your existing home loan. Our team of 3 fully qualified Aussie Mortgage Brokers can...

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Aussiewide Financial Services

Aussiewide Financial Services is Geelong's local experienced loan specialists. Our free mortgage service provides access to hundreds of financial products from many different lenders including all the major banks so you can be sure of getting a loan tailored to suit your needs. We also offer In Hous...

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Australian Company & Trust Deeds

Australian Company and Trust Deed Services (ACTS) was established in 1990 by Harwood Andrews to offer clients a full range of company and business name servcies, such as instant electronic registrations of companies and business names. ACTS also offers an ordering service for family and unit trust d...

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AWA Alliance Bank

AWA Mutual Limited is an agent of Bendigo and Adelaide Bank Limited (Bendigo Bank) and distributes AWA Alliance Bank products and services which are provided by Bendigo Bank. AWA Mutual Limited is owned by its members each of whom is a shareholder. A Board of Directors is elected from this sharehol...

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Axcess Consulting Group Pty Ltd

Since its creation in the mid 90's ARM Integrated Banking and Financial Product Management Software has provided the solutions necessary to succeed in the rapidly changing financial services business environment. With the advent of Microsoft.Net framework and HTML5, ARMnet provides even further bene...

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Barwon Financial Planning

Barwon Financial Planning is a locally owned and operated financial planning business based in Ryrie Street, Geelong Victoria. Our offices are located in the heritage listed – Friendly Societies Dispensary building established in 1898. We provide financial planning advice around Melbourne and...

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Bell Group Accounting

Bell Group Accounting are specialist Accountants and Advisors to Property Investors, Developers and Building Trades. We wanted to create an accounting firm that really gets what you do without you having to tell us!  Our philosophy is “Vanilla, generic business advice just doesn’t ...

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Bell Potter Securities Limited

Bell Potter is a member of the Bell Financial Group (BFG.ASX) of companies. We are one of Australia's largest full service stockbrokers and a leading financial advisory firm, offering a full range of services to private, corporate and institutional clients.

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Boness Accounting & Tax

We are a small team of experienced and enthusiastic Accountants and Advisors.  We are based in the heart of Geelong and support families and business in the Geelong and West Coast district. We specialise in family operated small to medium size businesses. Our focus is not only on compliance b...

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Brendan Hovey & Associates

Accounting firm now centred on small business management & Income tax advice. Specialising in taxation services, financial management, business planning, small business consultants.

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Bridges Financial Services

At Bridges Geelong Central , we believe financial advice makes a difference. Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. Our advice covers a broad spectrum of financial planning and investment services. No matter your age, the advice of...

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BTW Advisory

Based in Geelong, we service Regional Victoria including Geelong, Bellarine, and the Surfcoast, Colac, Western District, Western Victoria, Ballarat, Warrnambool, Hamilton, Portland and beyond  Rely on us to provide Specialist Insolvency Services and advice. If you need help, look no further. A...

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Capstone Financial Planning

Capstone Financial Planning was established in July 2002 and is now one of Australia’s leading financial services Licensees. An independently owned and operated organisation; we are not owned by a bank, fund manager or financial institution. This distinctive positioning allows the group to of...

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Cash Train

Are you out of pocket? Did something unplanned crop up? An emergency? If you need a little help getting through jump on the Cash Train, the short term lender of choice for thousands of Australians just like you.

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Catholic Super

Catholic Super is an Australian superannuation fund currently managing $6.68 billion (Fund Value as at 28 February 2015) on behalf of over 72,000 members and over 10,000 employers. Established in 1971, we offer superannuation for the employed and the self-employed, including complete financia...

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Commonwealth Bank Geelong

Commonwealth Bank is Australia’s leading provider of financial services including retail and business banking.We offer a full range of financial services to help all Australians and businesses build and manage their finances.

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Cosimfree Homeloans

Fixed rate home loans, variable rate home loans, lines of credit and non-conforming loans - which is right for you?

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Costa Asset Management

Costa Asset Management (CAM) is a Single-Family Office with a large and diverse range of assets. CAM’s activities focus on developing, managing and sustaining capital across a portfolio of Agriculture, Private Equity and Property assets.

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Denice O'Neill-Schlank Chartered Accountant

We are a Chartered Accountant business offering professional, personalised and friendly service to all SME businesses, Self Managed Superannuation Funds and Individuals. Our purpose is to make business and taxation life easier for you. By appointment only

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Diligence Bookkeeping

Our key service is hassle-free and professional financial management help you can trust and afford Bookkeeping, bank reconciliations, clearing transaction backlogs Catching up and tidying your accounts Preparation for End of Financial Year Payroll including preparation of Payment Summaries Ex...

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Elementary Financial

After 26 years of banking, specialising in relationship and financial management l have created a company that has adopted a passage, a right of way, in that Elementary Financial intends to take its clients on a journey that embraces the philosophy that we all find what our idea of financial freedom...

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Fennell West Financial Freedom

Fennell West was established to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom. Unfortunately, there is a mistaken belief that financial advisers only work with your existing wealth, to grow your wealth further and that if...

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Fiducian Financial Services

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services. Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include a...

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Findex Services

Financial Index Wealth Accountants (FIWA) is a pre-eminent provider of retail financial planning, accounting and wealth management services. Our mission is to provide high quality solutions for our clients in order to give them a successful financial journey in an increasingly complex world.Financia...

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First State Super

Investing might seem like a world of smoke and mirrors, but the principles are surprisingly simple.  Choosing how to invest your super is a personal decision that comes down to your specific circumstances and appetite for taking risks. In investment terms, risk is described as the c...

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Florence Patrick Consulting

Florence Patrick Consulting is committed in providing the best quality accounting and business services. At our firm we are passionate about going the extra mile for all clients when offering our professional, personalised and reliable services and solutions.  In an increasingl...

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Fortune 5 Accounting

fortune5 is a dynamic accounting practice with an established reputation for deliveringindividually tailored solutions to its clients in areas of: • Accounting • Taxation • Business Development • Consulting • Financial Services • Superannuation funds It is important to ...

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Geelong Conveyancing Services

Santina Taranto Licensed Conveyancer, Proprietor of Geelong Conveyancing Services. Either myself or my professional staff can arrange your property transfer not only in the Geelong area, but areas of Victoria, from the Bellarine Peninsula, Surfcoast area, Werribee, Hoppers Crossing, Tarneit, Wyndham...

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GL Financial Planning

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Good Money

Good Money community finance stores offer safe, affordable and responsible financial services for people on low incomes who are otherwise excluded from mainstream financial services. We support customers to make responsible and sustainable financial decisions that lead to greater social inclusion an...

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H&R Block

In 1971, H&R Block opened its first four offices in Australia. They were located in Sydney and Melbourne. The next year, it opened offices in all capital cities.  Today, H&R Block Australia prepares approximately six hundred thousand returns annually, making it Australia's leading tax ...

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Hoogwegt Australia Pty Ltd

Hoogwegt Australia supplies quality Australian and New Zealand dairy products and food ingredients to food industry partners around the world. We offer our customers excellence across the board, in terms of product quality, logistic services, market intelligence and risk management solutions. Throu...

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Ian Taylor - Fenwick Financial Services

Tax, Accounting and Business advice

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Income Solutions

Income Solutions is a leading financial planning practice with offices in Geelong, Melbourne and Colac. We hold FREE monthly information evenings on 'Common Sense Investing' in our own auditorium in Geelong, as well as in Melbourne and Colac. For more details about our information evenings and what ...

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Interfi Systems

Interfi Systems provides cutting edge software for the financial services industry. The Capital platform features next-generation technology to provide you a future-proof application for delivering any type of product you can conceive.

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John Tonkin & Sharon Murrell Accountants

Taxation Consultants

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Kelly & Associates

At Kelly & Associates we aim to provide excellent accounting, taxation and business advice to a variety of clients, from individuals to multi-million dollar businesses, across many different industries. We enjoy building relationships with our clients and achieving their goals together. We visit...

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Konnect Financial Services

Konnect Financial Services are professional finance brokers with years of experience delivering clients with some of the best loans in Australia. Our loan specialists have access to hundreds of loan products and use their product knowledge and ability to listen to your needs to determine which loan...

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Lifeline Financial Services

Established in 2004, Lifeline Financial Services focus on you, the client for all your loan information and support that is tailored to your needs.

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Loan Mart Finance Brokers

Loan Mart Finance Brokers is a mortgage broker based in Geelong and Melbourne. We thoroughly research the mortgage market for your individual needs and secure the most economical mortgage package for you. This process is managed from first point of contact to the end. Loan Mart Finance Brokers has ...

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LP Foley & Associate

We realise people face different challenges at different stages of life, that's why financial planning cannot be a "one size fits all solution" it has to be tailored to your situation, needs and goals. We can help you with: Planning your retirement - Maximising your superannuation whether you're a...

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MacMillan Cowan & Co.

MacMillan Cowan & Co is a Geelong based firm of Chartered Accountants that prides itself on providing an exemplary level of service for small to medium sized business clients, particularly in the areas of taxation and superannuation planning. The firm acts for a diverse range of businesses in al...

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McHenry Partners

McHenry Partners is a pro-active accounting, taxation and consulting firm focussed on helping business owners succeed in building profitable and valuable businesses. We also help our clients create wealth through a range of personal investments. Unlike traditional accounting firms, we offer you mor...

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Meritum Financial Group

Meritum Financial Group was founded in Victoria in 2004. Today, Meritum has 110 authorised representatives across Australia.As part of the MLC and NAB networks, our authorised representatives have access to extensive resources, outstanding expertise and the most up to date and high quality advice. M...

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Momentum Financial Group

A team of specialist accountants, wealth managers, financial advisors and investment advisors with an entrepreneurial flair. We offer professional, innovative and values-based expert advice to metropolitan, regional and rural businesses throughout Victoria.

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Morgans

Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.

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Morris Finance Ltd

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Muirfield Financial Services

For over 25 years Muirfield Financial Services has been helping people like yourself gain financial security and certainty over their future.  Our focus is to deliver quality and easy to understand financial advice. In choosing to partner with Muirfield Financial Services you gain access to an...

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NAB

We know that to be Australia and New Zealand’s most respected bank, we need to be good with money. And we need to be just as good with people too. We’re NAB. For more than 160 years, we’ve been helping our customers with their money. Today, we have more than 30,000 people servin...

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Patrick Rowan & Associates

CPA qualified Accountants, Planners & Business Advisors. What's the number one thing you want from your accountant? To be more proactive.

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PK Invest

In 2008 PK INVEST was created to offer a full range of financial products and services to help all Australians build and manage their finances. PK INVEST’S Equity Accelerator Program is designed to reduce non-deductible debt. By consolidate your debt and restructure the way you manage your fin...

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Planwell Financial Group

Planwell Financial Group is one of Victoria's leading financial planning businesses. Our head office in Geelong was established in 1997, and from there we have expanded across Metropolitan Melbourne and throughout regional Victoria. Our slogan "Planwell – for life", our poster ser...

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Primecare Financial Services

PrimeCare Financial Planning was established to provide affordable professional financial planning advice for individuals moving into aged care. We offer a range of aged care specialist services to you including: Aged care financial consultations Specialist Placement Centrelink or DVA lodgemen...

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Prospur Financial

Your financial future is more than money-in-the-bank. It’s a lifestyle. It’s how you want to live your life – now, next year, into retirement. Prospur Financial’s purpose is to make your lifestyle dreams a reality. It isn’t about the money. It’s about what the mo...

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Rodgers Reidy - Insolvency & Reconstruction

The international Chartered Accountant network of Rodgers Reidy is uniquely resourced to specialise exclusively on turnaround and recovery strategies, corporate and personal insolvency, forensic accounting and litigation support services.

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SGA Private Wealth Management

Founded in 1985 by Stephen Gray, SGA Private Wealth Management (then Stephen Gray and Associates) is a financial advisory practice offering clients expert financial planning advice, allowing them to maximise and protect their wealth in an ever-changing financial environment. SGA Private Wealth Manag...

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Shadforth Financial Group

Our business is an award winning organisation with a history dating back to 1924 when Shadforths Limited, a boutique firm in Hobart, was established. Our brand as we know it today - Shadforth Financial Group - was established in April 2008 through the merger of 14 specialist boutique weal...

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Uniq

UNIQ is a specialist provider of high quality properties to the clients of financial and real estate associates. These properties represent exceptional value with long-term prospects and, typically, are not available to the general public. Established in 2003, UNIQ has rapidly acquired a repu...

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VicSuper Geelong Advice Centre

At VicSuper, we think we’re a little different to the rest of the pack. We are a $15 billion strong profit to member superannuation fund. As at September 2015, we have over 240,000 members and 21,000 participating employers. We’re big enough, but not too big that we lose sight of how im...

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Viridian Advisory

At Viridian Advisory we provide a highly personalised suite of financial services for over 10,000 clients nationally.

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Worrells

Worrells is a firm dedicated to solvency management, insolvency administration and financial investigation. Part of our primary task is to make available information about insolvency issues and files effectively and efficiently. Our proprietary technology is unrivalled in our profession. With our tw...

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Your Financial Plan

We provide expert advice in wealth creation, protection and retirement planning The world of finance can be confusing for many Australians. Our financial planning services help our clients through the complexities offering expert advice in many areas such as superannuation, investment and portfolio...

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