ExperienceSince 1994 (32 years)Registration #000264647Postcode2000
master of artsMBAPS 146Certificate IV
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000403083Postcode2000
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001278852Postcode2000
Diploma of Financial PlanningMasters of CommerceMBASelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000259982Postcode2000
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001006105Postcode2000
Bachelor of Business (Accounting and Finance)Policy Statement 146 Knowledge Assessment (subject)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004645Postcode2000
Bachelor of Commerce (Management and Marketing)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #001004787Postcode2000
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000335339Postcode2000
RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000335339Postcode2000
RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000413855Postcode2000
Bachelor of EconomicsApplied Investment and FinanceDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003251Postcode2000
Bachelor of Commerce (Finance and Economics)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000418111Postcode2000
Diploma Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAdvanced Diploma Financial Planning FNS60415Behavioural Finance Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000403525Postcode2000
Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003247Postcode2000
Bachelor of Business and Commerce (Applied Finance)Diploma Of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240015Postcode2000
Master of Professional AccountingDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269920Postcode2000
Bachelor of CommerceChartered Financial Analyst ProgramEthics and Professionalism in financial adviceSuperannuation and Retirement Advice
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295233Postcode2000
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001316037Postcode2000
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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