ExperienceSince 1986 (40 years)Registration #000250779Postcode2153
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1989 (37 years)Registration #000248879Postcode2153
Graduate Certificate in Financial Planning7159AFE/7823GBS/7823AFE Principles of Business & Corp Law7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt7269AFE/7815AFE Ethics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000255806Postcode2153
Bachelor in Applied ScienceDiploma of Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000248801Postcode2153
Bachelor of BusinessDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000237551Postcode2153
Bachelor of EconomicsDiploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000333639Postcode2153
Bachelor of Agricultural EconomicsGradualte Diploma in Agricultural EconomicsMaster of EconomicsGraduate Diploma in Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000326234Postcode2153
Graduate Certificate in Professional AccountingFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial PlanningFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000229653Postcode2153
Bachelor of EconomicsGraduated Diploma in Applied Finance and InvestmentDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000250386Postcode2153
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #001253446Postcode2153
Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products AdviserMargin Lending & Geared InvestmentsSelf Managed Superannuations Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000248549Postcode2153
Professional Certificate in Self Managed Superannuation Funds7269AFE/7815AFE Ethics and ProfessionalismGraduate Certificate in Financial Planning7159AFE/7823GBS/7823AFE Principles of Business & Corp Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000263624Postcode2153
Bachelor of Business AdministrationhGradudate Diploma of Financial PlanningCertified Financial Planner AccreditationSMSF Specialist Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001003307Postcode2153
Bachelor of EconomicsDiploma of Financial AdvisingSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000232138Postcode2153
Bachelor of Commerce (Accounting)Chartered Accountant (CA)Margin Lending & Geared InvestmentsFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000280882Postcode2153
Diploma of Financial PlanningSMSF Specialist AdvisorASX Listed ProductsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000259605Postcode2153
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2004 (22 years)Registration #001003319Postcode2153
Bachelor of Science in Electrical EngineeringDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #001004865Postcode2153
FPA Foundation DFPMargin Lending and Geared InvestmentsAdvanced Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317303Postcode2153
Graduate Diploma (unrelated)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000346058Postcode2153
Bachelor Of EducationInvestment Banking InstituteGraduate Diploma of Financial PlanningAFCA
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000329126Postcode2153
Master of Business AdministrationDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000315237Postcode2153
Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000310280Postcode2153
Diploma of Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000337879Postcode2153
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001004022Postcode2153
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Listed Product Accreditation Course (LPAC)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000412015Postcode2153
Bachelor of Business (Accounting)Master of Commerce (Financial Planning)Accredited Aged Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000409072Postcode2153
Bachelor of BusinessMargin LendingSelf Managed Super FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000403256Postcode2153
Diploma of Financial Services (Financial Planning)ASX Listed Product Accreditation Course (LPAC)FPC003 Superannuation and Retirement AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000430013Postcode2153
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000453782Postcode2153
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000470533Postcode2153
Diploma of Financial Services (Financial Planning)Advice in Derivatives and Securities Skill SetAdvanced Diploma of Financial Services (Financial Planning)Super Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000454528Postcode2153
Bachelor of Commerce (Accounting)CPA ProgramPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001234618Postcode2153
Master in Business StudiesAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001236816Postcode2153
Diploma in Financial MarketsDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239623Postcode2153
Master of Business (Management)Certified Financial PlannerCavendish & ICFS Specialist SMSF CourseCertificate IV Finance and Mortgage Broking (FNS40811)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243365Postcode2153
Bachelor Business (Financial Planning)SMSF Regulations and TaxationFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250840Postcode2153
Bachelor of BusinessMaster of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001255147Postcode2153
Bachelor of Commerce (Accounting)CPA Program Professional LevelDiploma of Financial Services (Financial Planning)Principles of Self Managed Superannuation Funds Certificate
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2017 (9 years)Registration #001254899Postcode2153
Bachelor of Business and Commerce (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001273211Postcode2153
Bachelor of CommerceDiploma Financial Planning FNS50615Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267893Postcode2153
Bachelor of ArtsDiploma of Financial PlanningMaster of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001008338Postcode2153
Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001299639Postcode2153
Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313673Postcode2153
Master of Professional AccountingCertified Public AccountantGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001320176Postcode2153
Master of Commerce (Extension) in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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