ExperienceSince 1994 (32 years)Registration #000236537Postcode2601
Entry Level CompetenciesRisk ManagementSuperannuation and Retirement PlanningManaged Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000411211Postcode2601
Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Master of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001001099Postcode2601
Bachelor of Commerce (Accounting and Finance)Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000413819Postcode2601
Bachelor of BusinessDiploma of Financial ServicesMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236313Postcode2601
Bachelor of Commerce (Communication Management)Post Graduate Diploma in Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234805Postcode2601
Bachelor of Financial AdvisingEthics and Professionalism in Financial AdviceTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001317680Postcode2601
Graduate Diploma of Financial PlanningTaxation for Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316035Postcode2601
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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