ExperienceSince 1994 (32 years)Registration #000235686Postcode2280
Margin Lending and Geared Investments CourseAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #001002380Postcode2280
Bachelor of Arts (Economics/Industrial Relations)Master of ManagementAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000410135Postcode2280
Bachelor Of CommerceGraduate Diploma in Applied Finance and InvestmentAssociation of Independently Owned Financial Professionals (AIOFP)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000247136Postcode2280
Bachelor of CommerceDiploma of Financial MarketsAdvanced Diploma Financial Services (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000318631Postcode2280
Diploma of Financial Services (Financial Planning)Margin Lending and Geard InvestmentsEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001000390Postcode2280
Managed InvestmentsRG146Risk ManagementSuperannuation & Retirement
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244428Postcode2281
Bachelor of CommerceDiploma of Financial PlanningPrinciples in Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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