ExperienceSince 1991 (35 years)Registration #000247652Postcode2153
Diploma of Financial Planning7269AFE/7815AFE Ethics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000270326Postcode2153
Diploma of Financial PLanningBachelor of BusinessMaster of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000308093Postcode2153
Diploma of Financial Services (Financial Planning)Mariner Equity AccessMariner Equity Access Training ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000263819Postcode2153
Bachelor of Economics8 unit Diploma of Financial PlanningMaster of Commerce (Finance with Banking)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #001004934Postcode2153
Bachelor of Economics (Economics and Finance)8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000314611Postcode2153
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2002 (24 years)Registration #000269293Postcode2153
Bachelor of LawBachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)Masters of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000252859Postcode2153
Bachelor of ScienceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000244641Postcode2153
Self-Managed Superannuation FundsGraduate Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249968Postcode2153
DFP 2Superannuation & Retirement PlanningInvestment Planning 1Taxation Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000296179Postcode2153
Master of CommerceSMSFTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000286813Postcode2153
Bachelor of Business (Applied Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001004908Postcode2153
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #001004814Postcode2153
Bachelor of Commerce (Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000309665Postcode2153
Bachelor of Arts (Economics)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340494Postcode2153
Bachelor of Commerce (E-Business & Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsDFP5v4 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #001006321Postcode2153
Bachelor of Commerce (Economics and Finance)Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #000336496Postcode2153
Bachelor of CommerceChartered AccountantDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000412655Postcode2153
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Listed Products Accreditation Course (LPAC)SuperConcepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #000427814Postcode2153
Bachelor of Business and CommerceDiploma of Financial Services (Financial Planning)Master of Financial PlannningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001244528Postcode2153
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2016 (10 years)Registration #001250305Postcode2153
Bachelor Of BusinessChartered Accountant ProgramDiploma of Financial PlanningClient Engagement Skills
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001268512Postcode2153
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2018 (8 years)Registration #001263791Postcode2153
Bachelor of Business and Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2024 (2 years)Registration #001311281Postcode2153
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2024 (2 years)Registration #001309142Postcode2153
Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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