ExperienceSince 1983 (43 years)Registration #000250509Postcode2229
Diploma of Life InsuranceDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1986 (40 years)Registration #000242910Postcode2229
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1991 (35 years)Registration #000250453Postcode2229
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1992 (34 years)Registration #000249789Postcode2229
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared InvestmentsKaplan
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000305243Postcode2229
Certified Financial Planner (CFP)DFP 8Diploma of Financial PlanningFinancial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1997 (29 years)Registration #000331062Postcode2229
DFP8 Financial Plan Construction and ReviewDiploma of Financial PlanningAccredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000228980Postcode2229
Bachelor of BusinessDiploma of Financial Planning (DFP1-8)Certified Financial PlannerFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000276304Postcode2229
Graduate Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Specialist AdvisorMargin Lending and Geared InvestmentsMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000250012Postcode2229
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin LendingAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000291447Postcode2229
Certificate IV Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000296515Postcode2229
Bachelor of Commerce (Accounting & Finance)Diploma of Financial AdvisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000317359Postcode2229
Bachelor of BusinessCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000295240Postcode2229
Generic Financial PlanningManaged InvestmentsSuperannuation and Retirement PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000289662Postcode2229
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Financial ServicesMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000344212Postcode2229
Diploma of Financial Services (Financial Planning)Estate PlanningAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000423038Postcode2229
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000325465Postcode2229
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000337640Postcode2229
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60404Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000336837Postcode2229
SMSF CourseDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000413763Postcode2229
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000466724Postcode2229
Bachelor of Commerce (Accounting and Finance)Chartered Accountant (CA)Self-Managed Superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000341539Postcode2229
Diploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000341539Postcode2229
Diploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241684Postcode2229
Master of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001259164Postcode2229
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax AgentsCommercial Law for Tax Agents
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269948Postcode2229
Master of Business Administration (Finance)Graduate Diploma of Applied Finance and InvestmentDiploma of Investor RelationsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262165Postcode2229
Bachelor of Commerce (Financial Planning)Certified Financial PlannerSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001296237Postcode2229
Master of CommerceAdvanced Diploma of Financial ServicesMaster of Financial PlanningAged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001280865Postcode2228
Graduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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