ExperienceSince 1987 (39 years)Registration #000260940Postcode2022
Financial Planning Principles and Practice CoursePS146 Compliance ProgramRisk Management and Insurance PlanningASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1988 (38 years)Registration #000266756Postcode2022
DFP1: Introduction to Financial PlanningDFP2: Risk Management and Insurance PlanningDFP3: Investment Planning 1Estate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #001004638Postcode2022
Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000232330Postcode2022
Bachelor of Commerce (Accounting, Finance and Systems)CPA Australia (CPA)SMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000292833Postcode2022
Bachelor of BusinessDiploma of Financial Planning (8 Units)Self Managed Superannuation Funds Concepts Workshops 1 and 2Ethics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000330557Postcode2022
8 Unit Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Diploma of Financial ServicesMaster of Personal Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #001002336Postcode2022
Diploma of Financial PlanningMaster of Commerce (Financial Planning)Advance Diploma of AccountingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000250310Postcode2022
Bachelor of Business (Accounting)Advanced Diploma Financial Services (Financial Planning) FNB60402CPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000238226Postcode2022
DFP1 Introduction to Financial PlanningDFP3 Investment Planning 1DFP4 Retirement PlanningDFP5 Taxation Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000341850Postcode2022
Bachelor of CommerceMaster of CommercePost Graduate Diploma in Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000293869Postcode2022
Bachelor EconomicsDiploma Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000294129Postcode2022
AccountingCertificate Security InstituteFinancial PlanningResponsible Office
SuperannuationLife InsuranceSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #001000891Postcode2022
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)FPC002B Ethics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000433949Postcode2022
Bachelor of CommerceBachelor of Commerce HonoursChartered Financial AnalystDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000263322Postcode2022
Diploma of Financial Services (Financial Planning)
Life Insurance
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ExperienceSince 2004 (22 years)Registration #000260941Postcode2022
Bachelor of CommerceMaster of BusinessFinancial Plannign Principle and Practice Course5 units of the Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000285779Postcode2022
Master of Business Administration (MBA)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302473Postcode2025
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Diploma in LawAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000312778Postcode2022
Bachelor of EconomicsGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Master of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000331668Postcode2022
FNS50804 Diploma of Financial Services (Financial Planning)FNS40811 Certificate IV in Finance and Mortgage BrokingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000321553Postcode2022
Arts/CommerceFinancial ServicesFinancial ServicesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000323959Postcode2022
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003048Postcode2022
Diploma of Business and CommerceBachelor of Business (Accounting and Finance)Certified Practicing Accountants (CPA) Australia ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340403Postcode2022
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma 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 #000473380Postcode2022
Bachelor of Business (Accounting)Graduate Diploma in Applied Finance & InvestmentDiploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000354679Postcode2022
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000302000Postcode2022
Graduate Certificate of Financial PlanningInstitute of Chartered Accountants Australia
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000383102Postcode2022
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf-Managed Super FundsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000409446Postcode2022
Bachelor of CommerceCertified Financial Planner (CFP)Master of Business AdministrationAdvanced Diploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000409589Postcode2022
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000453382Postcode2022
Bachelor of Business (Financial Management & Marketing)Margin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001000120Postcode2022
Diploma of Financial Services (Financial Planning)Bachelor of Financial AdministrationAdvanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262977Postcode2022
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269843Postcode2022
Bachelor of Commerce (Economics & Finance)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2022 (4 years)Registration #001293495Postcode2022
Bachelor of BusinessGraduate Diploma of Chartered AccountingGraduate Diploma of Financial PlanningSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001306309Postcode2022
Bachelor of CommerceMasters of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313385Postcode2022
Bachelor of Commerce (Finance and Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311438Postcode2022
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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