ExperienceSince 1990 (36 years)Registration #000462778Postcode2640
Diploma of Financial Services (Financial Planning)Professionalism & EthicsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001000808Postcode2640
Diploma of Financial PlanningMasters of Financial PlanningMargin Lending and Geared InvestmentsSMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #001000483Postcode2640
Bachelor of BusinessChartered AccountantCertified Financial Planner (CFP)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001000483Postcode2640
Bachelor of BusinessChartered AccountantCertified Financial Planner (CFP)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000239430Postcode2640
Bachelor of EconomicsGraduate Diploma in AgribusinessDiploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP) Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001237531Postcode2640
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Planning (DFP1-DFP8)Certified Financial PlannerAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000263941Postcode2640
Diploma of Financial PlanningCertified Financial Planner (CFP)Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804Certificate in Applied Self-Managed Super Fund Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000266785Postcode2640
Self Managed Superannuatuon FundsMargin Lending and Geared InvestmentsASX Listed Products Accreditation Course (LPAC)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000376287Postcode2640
Bachelor of EconomicsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000291559Postcode2640
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000301059Postcode2640
Bachelor of Business (Finance/Marketing)8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000232988Postcode2640
Bachelor of BusinessDiploma of Financial PlanningEthics and Professionalism in Financial AdviceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000302801Postcode2640
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000280305Postcode2640
Bachelor of Information TechnologyAdvanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000314636Postcode2640
Advanced Diploma of Financial PlanningCertified Financial PlannerEthics & Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000286797Postcode2640
Bachelor of Business (Accounting)Diploma of Financial ServicesCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296051Postcode2640
Bachelor of Commerce (Banking and Finance)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000266793Postcode2640
Bachelor of Business (Accounting)Graduate Diploma in Financial Planning (Historical SIA/FINSIA)Self Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000344042Postcode2640
Advanced Diploma of Business (International business)Diploma of Financial ServicesAdvanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000312702Postcode2640
Bachelor of EconomicsDiploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001000977Postcode2640
Bachelor of Business (Accounting)SAFAA Professional Diploma in StockbrokingEthics & Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000409400Postcode2640
Bachelor of Business (Hospitality Management)Diploma of Financial Planning FNS50804RG146 Margin LendingAdvanced Diploma of Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001001096Postcode2640
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000402402Postcode2640
Diploma in Business StudiesBachelor CommerceGraduate Diploma of Financial PlanningTier 1 RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000409869Postcode2640
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001000941Postcode2640
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2011 (15 years)Registration #001000941Postcode2640
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2012 (14 years)Registration #000423715Postcode2640
Bachelor of CommerceGraduate Diploma in CommerceDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000423058Postcode2640
Bachelor of CommerceBachelor of EconomicsChartered Financial AnalystCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001000499Postcode2640
Bachelor of Business (Accountancy)Chartered Accountants ProgramCA SMSF Specialisation Accreditation CourseAccountants SuperPackage
Superannuation
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ExperienceSince 2014 (12 years)Registration #001000489Postcode2640
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000445556Postcode2640
Diploma of Financial Services (Financial Planning)Bachelor of Business (International Business Management)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000409884Postcode2640
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001254014Postcode2640
Honours Degree of Bachelor of Science Economics in Business EconomicsMasters of Insurance and Risk ManagementRG146 Managed Investments & SecuritiesTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268556Postcode2640
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273244Postcode2640
Bachelor of Business (Marketing)Diploma of Financial Services (FP)Advanced Diploma of Financial PlanningClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264060Postcode2640
Bachelor of Business (Economics and Finance)Applied Finance and InvestmentCertified Investment Management Analyst (CIMA)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267365Postcode2640
Bachelor of CommerceCertified Practising Accountant (CPA)Master of TaxationDiploma Financial Planning FNS50615
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272260Postcode2640
Bachelor of Business (Accounting)RG 146 Accountants Essential AdviceEthics & Professionalism in Financial AdviceEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285327Postcode2640
Business (Marketing/Finance)Business (Financial Planning)Ethics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301584Postcode2640
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309569Postcode2640
Bachelor of Business (Finance/Financial Planning)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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