ExperienceSince 1996 (30 years)Registration #001006506Postcode2085
Diploma of Financial Services (Financial Planning)Kaplan Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000283176Postcode2085
Bachelor of CommerceCPA ProgramCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000305215Postcode2085
Economics DegreeDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000315027Postcode2085
Bachelor of Commerce & Chemical Engineering (Honours)Diploma of Financial Services (FNB50099)Self Managed Superannuation Fund Adviser Education ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000315381Postcode2085
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of CommerceFPC002B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000291061Postcode2085
Bachelor of Commerce (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000430640Postcode2085
Diploma in Financial AdvisingDiploma in Financial PlanningCertificate in Self-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2015 (11 years)Registration #001003655Postcode2085
Bachelor of Commerce (Accounting & Financial Planning)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314766Postcode2085
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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