Cindy Excell
Financial Adviser in Sydney, New South Wales, Australia
Review Cindy Excell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001008735
- Location
- Sydney NSW 2000
- Licensee
- Primestock Securities Limited (AFSL 239180); Primestock Wealth Management Pty Ltd (AFSL 240277)
- Authorised since
- 15 September 2025
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics (Accounting), Xiamen University (1999); Masters of Applied Finance, Macquarie University (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2008); Graduate Diploma of Financial Planning, FINSIA (2008); Certified Financial Planner, FAAA (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Cindy Excell
On the Financial Advisers Register kept by ASIC, Cindy Excell appears as a current financial adviser in Sydney, New South Wales, adviser number 001008735.
Advice is given under the Australian financial services licence of Primestock Securities Limited, licence number 239180. The register also lists Primestock Wealth Management Pty Ltd (licence 240277). The current authorisation started on 15 September 2025.
The register records 2006 as the year Cindy first provided financial advice. Qualifications and training on file include Bachelor of Economics (Accounting) (Xiamen University, 1999), Masters of Applied Finance (Macquarie University, 2003) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2008). Cindy is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Cindy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Cindy Excell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Cindy Excell a registered financial adviser?
Yes. Cindy Excell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008735.
Which licensee does Cindy Excell work under?
Primestock Securities Limited, Australian financial services licence 239180 and Primestock Wealth Management Pty Ltd, Australian financial services licence 240277.
What can Cindy Excell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.