ExperienceSince 2002 (24 years)Registration #000239513Postcode2292
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000224527Postcode2292
Bachelor of EconomicsBachelor of CommerceDiploma of Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288826Postcode2292
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)SMSF Strategies Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000293773Postcode2292
Diploma of Financial Services (Financial Planning)Tier 2 Compliance SolutionGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004222Postcode2292
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner (CFP)ASX Accredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323781Postcode2292
Graduate Diploma of Applied Finance and InvestmentsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329022Postcode2292
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000316841Postcode2292
FNS60404Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertified Financial Planner (CFP) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000398225Postcode2292
Bachelor of CommerceMargin Lending and Geared Investments ProgramSelf Managed Superannuation Funds ProgramCertified Financial Planner Education Program (5 units)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001260500Postcode2292
Advanced Diploma of Financial PlanningEthics and ProfessionalismGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268837Postcode2292
Bachelor Commerce (Finance & Financial Planning)Accredited Aged Care Professional ProgramCertified Financial Planner (CFP) Education ProgramEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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