ExperienceSince 1988 (38 years)Registration #001001810Postcode2603
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000263424Postcode2603
PS 146 Training Course 1 Managed Investments and SecuritiesPS 146 Training Course 2 Life Insurance and Insurance BrokingPS 146 Training Course 3 SuperannuationPS 146 Training Course 4 Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243352Postcode2603
Bachelor of CommerceDiploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265063Postcode2603
Master of AccountingMaster of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316242Postcode2603
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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