ExperienceSince 1994 (32 years)Registration #000259302Postcode2478
Bachelor of Commerce (Economics & Finance)Graduate Diploma in Applied Finance and InvestmentAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000247506Postcode2478
Diploma of Financial PlanningListed Product Accreditation Course (LPAC)Behavioural Finance and Investment Portfolio ManagementProfessional Ethics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001000943Postcode2478
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000310317Postcode2478
Bachelor of Business (Accounting)Diploma of Financial PlanningGraduate Diploma of Applied Finance and InvestmentCertificate in Aged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #001002896Postcode2478
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentCertified Practising AccountantGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000268331Postcode2478
Bachelor of Business (Accounting)Post Graduate Diploma Financial PlanningDerivatives Level 1 & 2Certified Financial Planner
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000245133Postcode2478
Diploma of Financial PlanningASX Listed Products Accreditation CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001004219Postcode2478
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf-Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000259279Postcode2478
Accredited Derivatives Adviser Level OneBachelor of Business (Financial Planning)Graduate Diploma Applied Finance and InvestmentASX Accredited Derivatives Adviser Level Two
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000286567Postcode2478
Bachelor of BusinessMaster of Financial PlanningCFP Certification ProgramEthics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000305343Postcode2478
Bachelor of BusinessDiploma of Financial ServicesMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000329203Postcode2478
Bachelor of BusinessDiploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS60404Mortgage and Finance Association of Australia (MFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314641Postcode2478
Bachelor of Business (Accounting and Finance)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328244Postcode2478
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramPrinciples of Self Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000330477Postcode2478
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001006634Postcode2478
Bachelor of Business (Majoring in Accounting and Finance)Diploma of Chartered AccountingDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234268Postcode2478
Diploma in Financial Sersvices (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262783Postcode2478
Bachelor of Business (Tourism Management)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2019 (7 years)Registration #001276995Postcode2478
Diploma of Financial AdvisingAssociate Diploma of Superannuation ManagementDiploma of Financial Services (Superannuation)Graduate Certificate in Business Administration
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295253Postcode2478
Bachelor of EducationMaster of Business (Applied Finance)Financial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001310751Postcode2478
Bachelor of BusinessBachelor of CommerceEthics and Professionalism in Financial AdviceAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306252Postcode2478
FPC008Graduate Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308349Postcode2478
Bachelor of Business (Financial Planning (Extended))
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001311804Postcode2478
Bachelor of Commerce (Financial Planning & Accounting)Estate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311911Postcode2478
Accredited Listed Product Adviser ProgramFPE010FPE020Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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