ExperienceSince 1985 (41 years)Registration #000252892Postcode2604
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFNS50504FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000234835Postcode2604
Bachelor of Arts in Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000428896Postcode2604
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000428896Postcode2604
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000452735Postcode2604
Bachelor of Commerce (Finance & Management)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001006291Postcode2604
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001006291Postcode2604
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002773Postcode2604
Bachelor of AccountancyDiploma in Financial Services (Financial Planning) and Advanced diploma 5FASEA ExamEthics and Professional in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002773Postcode2604
Bachelor of AccountancyDiploma in Financial Services (Financial Planning) and Advanced diploma 5FASEA ExamEthics and Professional in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000464725Postcode2604
BA (Hons) EconomicsCertificate in Financial PlanningCeMap (Mortgage qualification)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000464725Postcode2604
BA (Hons) EconomicsCertificate in Financial PlanningCeMap (Mortgage qualification)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000453789Postcode2604
FNS50504FNS50804Certificate of CompletionCertificate of Completion
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235280Postcode2604
Master of Arts (Social Sciences) with HonoursDiploma of Financial PlanningGraduate Certificate in Finance and Actuarial StudiesAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236868Postcode2604
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236868Postcode2604
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259431Postcode2604
Bachelor of Arts (Honours) in Financial ServicesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259431Postcode2604
Bachelor of Arts (Honours) in Financial ServicesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258914Postcode2604
Bachelor of Business (Management)Bachelor of Commerce (Finance and Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251663Postcode2604
Bachelor of CommerceDiploma of Financial PlanningGraduate Certificate in Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312808Postcode2604
Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)Bachelor of Business (Accountancy)/Bachelor of Business (Financial Planning)Margin Lending SpecialistSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312808Postcode2604
Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)Bachelor of Business (Accountancy)/Bachelor of Business (Financial Planning)Margin Lending SpecialistSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2026 (0 years)Registration #001317352Postcode2604
Bachelor of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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