ExperienceSince 2002 (24 years)Registration #000424007Postcode2602
Bachelor of Business (Business Management)Diploma of Financial PlanningCertified Financial Planner (5units)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001001809Postcode2602
Bachelor of Commerce (Banking & Finance)Diploma of Financial Planning (DFP1-8)Self Managed Superannuation FundsCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001001993Postcode2602
Margin Lending & Geared InvestmentsBachelor of Commerce (Banking & Finance)Bachelor of Science (Investment Mathermatics)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253306Postcode2602
DMPL Margin LendingCertified Financial PlannerDiploma of Financial PlanningMaster of Applied Finance (FinPlan)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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