ExperienceSince 1991 (35 years)Registration #000309020Postcode2134
Bachelor of Arts (Economics and Geography)Diploma of Financial Planning (8 Units)Ethics and Professionalism in Financial Advice Course (FPC002B)Certified Financial Planner (CFP) of FAAA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001232748Postcode2134
Certificate IV in AccountingAdvanced Diploma of AccountingAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000233577Postcode2134
Diploma of Financial Services (Financial Planning)Self Managed SuperannuationAdvanced Diploma of Financial Services (Financial Planning)Certificate IV in General Insurance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001002765Postcode2134
Entry Level CompetenciesDiploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #000291575Postcode2134
Bachelor of Commerce (Accounting)Master of Financial PlanningProfessional Diploma in StockbrokingCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314578Postcode2134
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000327488Postcode2134
Certified Financial Planner & LRSFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000384740Postcode2134
Diploma of AccountingDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270118Postcode2134
Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272761Postcode2134
Master of Professional AccountingCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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ExperienceSince 2024 (2 years)Registration #001308018Postcode2134
Bachelor of CommerceFPE020 SMSF Regulations and TaxationGraduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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