ExperienceSince 1992 (34 years)Registration #000254386Postcode2600
Self Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000259127Postcode2600
Bachelor of Commerce (Banking and Finance)Graduate Diploma in Applied Finance and InvestmentEthics and Professional RelationshipsFASEA (Financial Adviser) Exam
SecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000250362Postcode2600
Diploma of Financial PlanningAdvanced Diploma of Financial ServicesSelf Managed Superannuation Funds Adviser CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001004189Postcode2600
Diploma of Life InsuranceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000259324Postcode2600
Graduate Diploma of Financial ServicesFASEA (Financial Adviser) ExamStockbrokers and Investment Advisers Association (SIAA)
SuperannuationGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000250931Postcode2600
Bachelor of Business (Accounting)Diploma of Financial PlanningSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000237608Postcode2600
Diploma of Financial PlanningCert IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000250916Postcode2600
Bachelor of EconomicsCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000228810Postcode2600
Bachelor of Commerce, majoring in FinanceCert IV in Financial Services (General Insurance)Graduate Diploma of Financial PlanningSelf-managed super funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000246097Postcode2600
Diploma of Financial MarketsDiploma of Financial PlanningMargin Lending & Geared InvestmentsCertificate in Essential Steps for Aged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000228808Postcode2600
Certificate in Financial MarketsCertified Financial PlannerSelf-managed super fundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003245Postcode2600
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser Education ProgramCertified Financial Panner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000466143Postcode2600
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000287133Postcode2600
Advanced Diploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000313023Postcode2600
Bachelor of CommerceDiploma of Financial PlanningEthics and Professional RelationshipsFASEA (Financial Adviser) Exam
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000327630Postcode2600
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Graduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #001001257Postcode2600
Bachelor of CommerceBachelor of Accounting ScienceMargin Lending and Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338219Postcode2600
Bachelor of CommerceDiploma in Financial Services (Financial Planning)FASEA Financial Adviser ExamAged Care Accredited Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000416677Postcode2600
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000326259Postcode2600
Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000414815Postcode2600
Bachelor of ArtsBachelor of CommerceDiploma of Financial Services (Financial Planning)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004054Postcode2600
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Applied FinanceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001006264Postcode2600
Core 1 Securities & Managed Investments Accreditation ProgramMargin LendingProfessional Diploma in StockbrokingDiploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001005641Postcode2600
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerLife Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001251404Postcode2600
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242045Postcode2600
Bachelor of CommerceDiploma of Financial PlanningSecurities and Managed InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245115Postcode2600
Bachelor of BusinessGraduate Diploma in Professional AccountingCertified Practising AccountantCertified Financial Planner
SuperannuationGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255689Postcode2600
Bachelor of Commerce (Accounting and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE016 Self Managed Super FundsFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001254255Postcode2600
Graduate Certificate in Applied FinanceGraduate Diploma of Financial PlanningMaster of Applied FinanceSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261991Postcode2600
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFASEA (Financial Adviser) Exam
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261729Postcode2600
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295706Postcode2605
Bachelor of Business (Finance and Marketing)FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295480Postcode2600
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001298915Postcode2600
Professional EthicsBachelor of Commerce (Financial Planning)Exam Standard Section 921B Corporations Act 2001
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001301813Postcode2600
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307862Postcode2600
Bachelor of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310619Postcode2600
Bachelor of Commerce (Financial Planning)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311972Postcode2600
Bachelor of FinanceFPC002B Ethics and Professionalism in Financial AdviceFPC008 Investment AdviceFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001311671Postcode2600
Bachelor of Commerce (FInancial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316041Postcode2600
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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