ExperienceSince 1986 (40 years)Registration #000259270Postcode2290
AccountancyFSR AccreditationChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1986 (40 years)Registration #000259373Postcode2290
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentCertificate Course
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000247582Postcode2290
Industry Standard EducationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000426108Postcode2290
Bachelor of CommerceAICD DiplomaDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000334047Postcode2290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000259197Postcode2290
Bachelor of Commerce (Finance)FSR AccreditationTPB Code of Professional Conduct
SuperannuationLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000257651Postcode2290
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000231765Postcode2290
Bachelor of Commerce (Accounting)Margin Lending & Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000469417Postcode2290
Advanced Diploma Financial Services (Financial Planning) FNB60402Certified Financial Planner (CFP)RG146 Margin LendingDiploma Financial Planning FNS50611
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249449Postcode2290
Diploma in Financial ServicesFAS Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000248703Postcode2290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000278402Postcode2290
Advanced Diploma in AccountingDiploma of Financial PlanningGraduate Certificate, Professional AccountingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000231764Postcode2290
Bachelor of CommerceMargin Lending & Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000264235Postcode2290
Bachelor of CommerceCommerceChartered AccountantChartered Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296302Postcode2290
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000282826Postcode2290
Bachelor of Arts (Science & Technology Studies)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301843Postcode2290
Diploma of Financial PlanningMargin Lending Accreditation ProgramTASA and the TPB Code of Professional Conduct
SecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000307423Postcode2290
Diploma of Business and ComputingDiploma of Financial MarketsTASA and the TPB Code of Professional Conduct
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004643Postcode2290
Bachelor of CommerceCertified Financial PlannerMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000364366Postcode2290
Diploma of Financial Services (financial planning)Matgin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000360168Postcode2290
Bachelor of EngineeringDiploma in Financial Services (Financial Planning)TASA and the TPB Code of Professional ConductMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004188Postcode2290
Bachelor DegreeDiplomaAdvanced DiplomaCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000283217Postcode2290
Bachelor of MathematicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000442736Postcode2290
Certificate III in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235895Postcode2290
Bachelor of CommerceAdvanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001243155Postcode2290
Bachelor Commerce (Finance & Economics)Diploma Financial Services FNS50104Diploma Financial Planning FNS50615Advanced Diploma Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257451Postcode2290
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265868Postcode2290
Diploma of Financial PlanningBachelor of Commerce (Accounting Honours)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261650Postcode2290
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFellow Chartered Financial PractitionerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269452Postcode2290
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270304Postcode2290
Bachelor of BusinessBachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001307202Postcode2290
FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Registration #001314379Postcode2290
Diploma of Financial PlanningEconomic & legal context for financial planningEthics & professionalism in financial adviceTax and commercial law for financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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