ExperienceSince 1989 (37 years)Registration #000425472Postcode2795
Bachelor of Business (Accounting)Diploma of Financial PlanningSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1993 (33 years)Registration #000249566Postcode2795
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1993 (33 years)Registration #000250326Postcode2795
FPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #001002591Postcode2795
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #000325932Postcode2795
Bachelor of BusinessChartered AccountantCertified Financial PlannerSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000258313Postcode2795
Bachelor of Commerce (in Marketing)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000264734Postcode2795
Diploma of Financial PlanningCertified Financial PlannerMargin LendingASX Listed Product Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000263910Postcode2795
Diploma of Financial Services (Financial Planning)ASX Responsible Executive ExamAdvanced Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001000516Postcode2795
Bachelor of Business (Accounting/Marketing)Certified Practising AccountantDiploma of Financial PlanningSpecialist in Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000329352Postcode2795
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSFMargin Lending and Geared Inv
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001000517Postcode2795
Bachelor of Business (Finance)Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000319949Postcode2795
Bachelor of Business (Financial Planning)Margin Lending and Geared Inv.SMSFALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001003252Postcode2795
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002928Postcode2795
Bachelor of Business (Finance/Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003684Postcode2795
Bachelor DegreeAdvanced DiplomaCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #001005337Postcode2795
Bachelor of Business StudiesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008866Postcode2795
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271269Postcode2795
Bachelor of AccountingCAInsuranceDiploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001263539Postcode2795
Bachelor of Business (Accounting)SMSF Core CourseAccountants Essential AdviceGraduate Diploma of Financial Planning
Superannuation
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