ExperienceSince 1985 (41 years)Registration #000247639Postcode2600
Bachelor of ArtsDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #001002211Postcode2600
Bachelor of Business (Accounting & Computing)Certified Practicing AccountantGraduate Diploma in Applied Finance & InvestmentDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001005834Postcode2600
Bachelor of CommerceCertified Practising AccountantProfessional Diploma in StockbrokingEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000253514Postcode2600
Bachelor of Commerce in Management SciencesCertified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000342408Postcode2600
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000344637Postcode2600
Diploma Financial ServicesFoFAFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000259343Postcode2600
Bachelor of Commerce in Banking & FinanceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000284378Postcode2600
Graduate Diploma of Financial PlanningSelf Managed Super FundsMargin lending and Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000308627Postcode2600
Bachelor of CommerceChartered AccountantCertified Financial PlannerChartered Tax Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314720Postcode2600
Bachelor of Commerce in AccountingChartered AccountantGraduate Diploma in Company Secretarial PracticeDiploma in Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329333Postcode2600
Bachelor of CommerceSuperannuation, Retirement Planning & Social SecurityMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2008 (18 years)Registration #000323169Postcode2600
ADA2Margin LendingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000443666Postcode2600
Bachelor of Information TechnologyBachelor of CommerceDiploma of Financial Planning (Financial Services)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000390813Postcode2600
Bachelor of Commerce (Accounting)Bachelor of Science (Environmental Management)Adv Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000456572Postcode2600
Bachelor of Economics & CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningDerivatives
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002545Postcode2600
Bachelor of CommerceDiploma of Financial Planning FNS50611FNS60415 Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001005808Postcode2600
Bachelor of Business (Accounting)Graduate Diploma of Financial PlanningEthics and Professionalism in FinancialAdviceChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247297Postcode2600
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2016 (10 years)Registration #001247296Postcode2600
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2016 (10 years)Registration #001245219Postcode2600
Bachelor of Business AccountingChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2018 (8 years)Registration #001263219Postcode2600
Bachelor of Commerce (Accounting, Applied Finance, Professional Accounting)Master of Financial ServicesFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272800Postcode2600
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261850Postcode2600
FNS50610 Diploma of Financial PlanningTASACLv1 Commercial LawDFP5v3 Tax for Financial AdvisingFNS60415 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2021 (5 years)Registration #001284989Postcode2600
Bachelor of FinanceEthics and Professionalism in Financial AdviceCertified Financial Planner (CFP)Chartered Financial Analyst (CFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294459Postcode2600
Bachelor of FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298872Postcode2600
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001307625Postcode2600
Bachelor of Commerce in Banking and FinanceProfessional AccountingMaster of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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