ExperienceSince 1991 (35 years)Registration #000230642Postcode2154
Bachelor of ArtsDiploma in GeoscienceDiploma of Financial PlanningSMSF Specialist Advisor (SSA) Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000263796Postcode2154
Certified Financial Planner (CFP)Diploma of Financial Planning (1-8)Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000239826Postcode2154
Margin Lending and Geared InvestmentsSpecialist SMSF CourseDiploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #000230144Postcode2154
Bachelor of EconomicsCertified Financial PlannerDiploma of Financial PlanningMaster of Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001005883Postcode2154
Bachelor of Economics (Social Sciences) HonoursDiploma of Financial PlanningMaster of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000231011Postcode2154
Bachelor of Commerce (Accounting Finance and Systems)RG 146 Competencies (DFP1-DFP4, CFPB and Practical Knowledge Exam)Margin Lending and Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000231984Postcode2154
Associate Diploma of Business (Accounting)Bachelor of Financial Administration (Accounting)Margin Lending & Geared InvestmentsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000230645Postcode2154
Diploma of Financial PlanningCertified Financial PlannerAEPS Accredited Estate Planning StrategistSMSF Specialist Advisor (SSA) Accrediation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278214Postcode2154
Bachelor of BusinessSelf Managed Superannuation FundsASX Accredited Listed Products Adviser (ALPA) ProgramAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000283837Postcode2154
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000279425Postcode2154
Bachelor of Mathematics and FinanceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000353075Postcode2154
Bachelor of Applied FinanceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSuperConcepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000439936Postcode2154
Bachelor of Business (Financial Planning)Advanced Diploma of Financial ServicesSelf Managed Super FundMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000462679Postcode2154
Bachelor of CommerceGraduate Diploma of Financial Planning (Historical SIA/FINSIA)928 Margin Lending Knowledge and SkillsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001005805Postcode2154
Bachelor of Business Administration with Bachelor of Commerce-AccountingGraduate Diploma of Chartered AccountingDiploma of Financial PlanningCA Financial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233307Postcode2154
Master of Arts in Marketing with ManagementDiploma of Financial PlanningMargin Lending Accreditation ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249933Postcode2154
Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)Association of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249933Postcode2154
Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)Association of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254968Postcode2154
Bachelor of Commerce (Financial Services)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001253477Postcode2154
Bachelor of EconomicsApplied Diploma Financial PlanningEthics and Professionalism in FInancial AdviceEconomic and Legal COntext for FInancial Planning
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001255827Postcode2154
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDFP5v2 Tax for Financial AdvisingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269368Postcode2154
Diploma of Financial PlanningAdvanced Diploma of Finacial PlanningBachelor of BusinessMaster of Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268842Postcode2154
Bachelor of Commerce (Accountancy and Finance)Master of Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310722Postcode2154
Bachelor of Commerce/Bachelor of Economics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317890Postcode2154
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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