ExperienceSince 1989 (37 years)Registration #000263418Postcode2601
PS 146 Superannuation and Insurance (Core and Life)PS 146 Training Course 1 Managed Investments and SecuritiesPS 146 Training Course 2 Life Insurance and Insurance Broking926 Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000334567Postcode2601
Bachelor of EconomicsDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000247547Postcode2601
Estate Planning and Professional ResponseRisk Management and Insurance PlanningInvestment PlanningSuperannuation and Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #001238889Postcode2601
AFMA Accreditation ExaminationBachelor of Business (EcoNomics)Bachelor of Business (Economics)RG146 Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #001238889Postcode2601
AFMA Accreditation ExaminationBachelor of Business (EcoNomics)Bachelor of Business (Economics)RG146 Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001005563Postcode2601
Financial Planning CertificateLevel 3 Certificate in Financial PlanningFNS50804 Diploma of Financial Services (Financial Planning)Graduate Diploma of Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000241841Postcode2601
Bachelor of EconomicsLaw I+Law IIADFP5 Tax for financial advisingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000253518Postcode2601
Master of Business AdministrationDiploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001005458Postcode2601
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Foreign Exchange AccreditationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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ExperienceSince 1999 (27 years)Registration #001003617Postcode2601
Certified Financial Planner (CFP)RG146 Margin LendingGraduate diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001005239Postcode2601
Bachelor of Agricultural EconomicsSuperannuation ModuleMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
Superannuation
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ExperienceSince 2000 (26 years)Registration #000268816Postcode2601
Bachelor of CommerceMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000338761Postcode2601
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001005493Postcode2601
Bachelor of Commerce (Banking and Finance)8 unit Diploma of Financial PlanningMaster of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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ExperienceSince 2001 (25 years)Registration #001005279Postcode2601
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level TwoMargin Lending and Geared Investments
Securities
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ExperienceSince 2001 (25 years)Registration #000262368Postcode2601
BA Commerce in Management SciencesSMSF Specialist Advisor (SSA) AccreditationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001258666Postcode2601
Bachelor of CommerceBachelor of Commerce in Banking & FinanceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationSecuritiesRSA Products
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ExperienceSince 2002 (24 years)Registration #001256619Postcode2601
Bachelor of CommerceDiploma of Financial ServicesMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesRSA Products
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ExperienceSince 2003 (23 years)Registration #000321823Postcode2600
Graduate Diploma of Financial PlanningGraduate Diploma of Applied FinanceMargin LendingSelf Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001004700Postcode2600
Bachelor of ArtsDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000423847Postcode2600
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001005326Postcode2601
Bachelor DegreeGraduate Diploma of Applied Finance and InvestmentForeign Exchange Accreditation Program
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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ExperienceSince 2004 (22 years)Registration #001004204Postcode2601
Advanced Diploma of Financial PlanningMargin LendingFellow Chartered Financial Practitioner (FChFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001005632Postcode2601
Bachelor of CommerceDiploma of Financial ServicesFinancial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #001005360Postcode2601
Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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ExperienceSince 2004 (22 years)Registration #000254540Postcode2601
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000245803Postcode2601
Adanced Diploma in Financial ServicesDiploma in Financial MarketsCertified Financial PlannerAccredited Aged Care Professional
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #001005356Postcode2601
Bachelor DegreeBachelor Degree (Hons)Graduate Diploma
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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ExperienceSince 2006 (20 years)Registration #001005643Postcode2601
Bachelor of Commerce (Honours Course)FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003176Postcode2601
Bachelor of CommerceDiploma of Financial ServicesADA Level 1 & 2ASX/ACH Responsible Executive
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000320950Postcode2601
(FNS50804) Diploma of Financial Services (Financial Planning)Bachelor of CommerceEstate PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000296660Postcode2601
Bachelor of Applied EconomicsBachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000296660Postcode2601
Bachelor of Applied EconomicsBachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000300763Postcode2601
49774994SDIA – Securities and Derivatives Industry AssociationThe SDIA Accreditation Program
SecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004573Postcode2601
Diploma of Financial MarketsBachelor of Commerce (Banking & Finance)ASX/ACH Responsible ExecutiveADA Level 1 & 2
SecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001006361Postcode2600
Master of Business (Hospitality Management)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000317673Postcode2601
Bachelor of ManagementMargin Lending and Geared InvestmentsTier 1 SuperannuationEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #001006910Postcode2601
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322765Postcode2601
Bachelor of Commerce in Banking and FinanceBachelor of Information TechnologyASX Accredited Derivatives Adviser Level OneMargin Lending and Geared Investments
Superannuation
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ExperienceSince 2008 (18 years)Registration #001004272Postcode2601
Diploma of Financial Advising (90106NSW)CFP Certification ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000343832Postcode2601
Bachelor of Applied EconomicsBachelor of Commerce in Banking and FinanceDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332436Postcode2601
Bachelor of Commerce with HonoursGraduate Diploma of Applied FinanceSMSF Specialist Advisor (SSA) AccreditationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000336377Postcode2601
BUSN1101BUSN3014Bachelor of CommerceGraduate Diploma of Applied Finance
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001005539Postcode2601
Bachelor of CommerceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment DebenturesForeign Exchange
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ExperienceSince 2010 (16 years)Registration #000394174Postcode2601
49776417Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000357170Postcode2601
Bachelor of Applied Economics / Bachelor of Commerce in Banking & FinanceAdvanced Diploma of financial services (financial planning)CFP Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004591Postcode2601
Bachelor of CommerceADA Level 1 & 2Graduate Diploma of Applied Finance & InvestmentsProfessional Diploma of Stockbroking
SuperannuationSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001256618Postcode2601
ASX Accredited Derivatives Adviser Level OneDiploma of Financial Services (Financial Planning)Professional Diploma in Securities & DerivativesMargin Lending Accreditation Program
SuperannuationSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #001003138Postcode2601
Bachelor of Commerce (Finance & Accounting)Margin Lending AccreditationProfessional Diploma of StockbrokingADA Level 1 & 2
SuperannuationLife InsuranceLife InvestmentDerivativesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000406416Postcode2601
Bachelor of EconomicsBachelor of FinanceMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #000424857Postcode2601
FNS50804 Diploma of Financial Services (Financial Planning)FNS60410 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000426829Postcode2601
Bachelor of Applied EconomicsCertificate IV in Finance and Mortgage BrokingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001005656Postcode2601
Graduate Diploma of Applied Finance and InvestmentsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000462938Postcode2601
Bachelor of CommerceDiploma of Financial PlanningMargin Lending Specialist CourseCertified Financial Planner Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001005519Postcode2601
Bachelor DegreeDiplomaSMSF Specialist CourseAdvanced Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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ExperienceSince 2015 (11 years)Registration #001237657Postcode2601
Bachelor of CommerceCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001009194Postcode2601
Bachelor of Finance Major in Corporate Finance and Investment ManagementAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001256617Postcode2601
Bachelor of BusinessEthics and Professionalism in Financial AdviceStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001241431Postcode2601
BUSN1101Bachelor of Commerce (Finance and Introductory Accounting)Diploma of Financial PlanningTFA Tax for Financial Advising
SecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245840Postcode2601
49776417Bachelor of CommerceDiploma of Financial Planning
SecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249238Postcode2601
Bachelor of CommerceBachelor of EconomicsChartered Accountants Program / Graduate DiplomaEthics and Professionalism in Financial Advice
SuperannuationSecuritiesRSA Products
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ExperienceSince 2017 (9 years)Registration #001252175Postcode2601
Bachelor of Arts Major in History & International RelationsBachelor of Commerce Major in FinanceDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254536Postcode2601
Bachelor of Mathematics (Hons)Core 1 Securities and Managed Investments AccreditationDiploma of Financial PlanningGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251938Postcode2601
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254567Postcode2601
Bachelor of commerce (finance)Diploma Financial Planning FNS50611RG146 Margin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257227Postcode2601
Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272175Postcode2601
Bachelor of Commerce (Finance)Foreign Exchange Accreditation ProgramGraduate Diploma of Financial Plannning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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ExperienceSince 2018 (8 years)Registration #001267733Postcode2601
Bachelor of Laws/Bachelor of CommerceForeign Exchange Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesForeign Exchange
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ExperienceSince 2018 (8 years)Registration #001270704Postcode2601
FNS51811 Diploma of Financial ServicesFNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272568Postcode2601
Diploma in Financial PlanningAdvanced Diploma in Financial PlanningGraduate Certificate in Financial planningMaster of Financial Planning
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001270938Postcode2601
Bachelor of Finance (Financial Planning)Certificate IV in Financial Services (Mortgage Broking)Diploma of Finance and Mortgage Broking ManagementEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001283194Postcode2601
Bachelor of CommerceGraduate Diploma of Chartered AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001283193Postcode2601
Bachelor of Commerce (Financial Planning Major)FPC002B Ethics and Professionalism in Financial AdviceTASA and the TPB Code of Professional ConductTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293585Postcode2601
Bachelor of CommerceBachelor of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001296077Postcode2601
Bachelor of CommerceFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001295818Postcode2600
Bachelor of Commerce (Financial Planning major)Financial Statement FundamentalsTier 1 Generic KnowledgeTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307706Postcode2601
Bachelor of Applied Finance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001295819Postcode2600
Bachelor of Commerce (Major in Financial Planning and Applied Economics)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310526Postcode2601
Bachelor of ArtsBachelor of FinanceGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationSecuritiesRSA Products
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ExperienceSince 2026 (0 years)Registration #001310355Postcode2601
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316656Postcode2601
Bachelor of CommerceGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001312510Postcode2601
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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