ExperienceSince 1996 (30 years)Registration #000310057Postcode2612
Bachelor of EconomicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000259415Postcode2612
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000344114Postcode2612
Advanced Diploma of Financial PlanningCFPMargin Lending & Gearing InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000283145Postcode2612
Bachelor of Arts (Banking and Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000310502Postcode2612
Certified Financial Planner (CFP)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000310583Postcode2612
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322847Postcode2612
Advanced Diploma Financial Services (Financial Planning) FNS60404Diploma Financial Services (Financial Planning) FNS50804Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #000424540Postcode2612
Bachelor of Applied Economics and Business AdministrationDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000470562Postcode2612
Bachelor of Acturial StudiesDiploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240933Postcode2612
Bachelor of Business (Financial Planning)CFP Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001239883Postcode2612
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256874Postcode2612
Margin LendingSelf Manages Superannuation FundsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264047Postcode2612
Bachelor of Commerce (Applied Economics)Bachelor of CommerceCertified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001263041Postcode2612
Master of Applied Finance (Financial Planning)Ethics & Professionalism in Financial AdviceProfession of Independent Financial Advisers (PIFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295642Postcode2612
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301544Postcode2612
Graduate Diploma of Financial PlanningCFP Certification ProgramMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304633Postcode2612
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316148Postcode2612
Bachelor of Business and Enterprise
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319918Postcode2612
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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