ExperienceSince 1986 (40 years)Registration #001233869Postcode2350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000284196Postcode2350
Diploma of Financial MarketsEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000291013Postcode2350
Bachelor of EconomicsDiploma of Financial ServicesSMSF Specialist AdviserPublic Practice Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001000952Postcode2350
Associate Diploma of Business (Accounting)Diploma of Financial PlanningCertified Financial Planner (CFP®)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000364089Postcode2350
Bachelor of Financial AdministrationCertificate III in Mortgage LendingBachelor of Business (Agricultural Management)Graduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001001854Postcode2350
Diploma of Financial PlanningMargin Lending and Geared InvestmentsLimited Recourse Borrowing Arrangements Training CourseSMSF Core Course
Superannuation
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ExperienceSince 2004 (22 years)Registration #000259300Postcode2350
Accredited Derivatives Adviser Level 2Diploma of Financial PlanningASX/ACH Responsible Executive ExamMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000259623Postcode2350
Accredited Derivatives Adviser Leve 1Diploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2TASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000321200Postcode2350
Bachelor of Agricultural EconomicsDiploma in Financial Services Life InsuranceDiploma of Financial PlanningAustralian and New Zealand Institute of Insurance and Finance (ANZIIF)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #000431152Postcode2350
Economics IResource Economics IGraduate Diploma in Finance ManagementGraduate Diploma (ICAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001002498Postcode2350
Bachelor of Business (Financial Planning)TASA and the TPB Code of Professional Conduct5 Unit CFP CertificationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002831Postcode2350
Master of Business (Applied Finance)Superannuation and Life Insurance SkillsClient Engagement SkillsEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001311214Postcode2350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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