ExperienceSince 1982 (44 years)Registration #000282343Postcode2067
Diploma Financial Planning (DFP)Certified Financial Planner (CFP)Accredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1982 (44 years)Registration #001272986Postcode2067
SMSF Specialist AdviserSMSF Specialist AdvisorTrust and Estate PractitionerMaster of Financial Planning (Dean's Merit List)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1987 (39 years)Registration #001257401Postcode2067
Diploma of Financial PlanningGeneral Securities Representative (Series 7) ExaminationCavendish & ICFS Specialist SMSF CourseAdvanced Self Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1987 (39 years)Registration #000253057Postcode2067
Bachelor of ScienceCertified Financial PlannerDiploma of Financial PlanningSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1987 (39 years)Registration #000247942Postcode2067
Diploma Financial Services ( Financial Planning )Financial Adviser ExamAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1988 (38 years)Registration #000357979Postcode2067
Bachelor of CommerceMasters of Business AdministrationEthics and Professional RelationshipsAustralian Institute of Company Directors (AICD)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000253063Postcode2067
Bachelor Of ArtsDiploma Of Financial PlanningSMSF Specialist AdviserMargin Lending and Geared investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1991 (35 years)Registration #000235766Postcode2067
Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123)Risk ManagementChartered AccountantSuperannuation and Retirement Planning
SuperannuationLife InsuranceGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000231054Postcode2067
Estate Planning & Professional ResponsibilitiesInvestment Planning 2Margin Lending and Geared InvestmentsTaxation Fundamentals
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001005775Postcode2067
Bachelor of EconomicsMaster of Business in FinanceSDIA Accreditation Program AssessmentMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001002105Postcode2067
Bachelor of EconomicsCPACertified Financial PlannerSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000239411Postcode2067
Bachelor of Commerce (Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #001264503Postcode2067
Bachelor of CommerceCertificate in Financial MarketsLevel 2 Accredited Derivatives AdviserMargin Lending & Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000243603Postcode2067
Certified Financail PlanningMasters Degree Business and Administratiton (EMBA)SMSF Specialist AdviserFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000242803Postcode2067
Bachelor of EconomicsCertified Practising AccountantCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000260389Postcode2067
Bachelor of EconomicsProfessional Year of StudyCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000293330Postcode2067
Diploma of Financial PlanningDPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000239412Postcode2067
Bachelor of BusinessMargin Lending and Geared InvestmentsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000235888Postcode2067
Bachelor of Engineering (Hons)Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000419040Postcode2067
Master of Financial PlanningFinancial Advice Association of Australia (FAAA)National Tax and Accountants Association
Superannuation
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ExperienceSince 2001 (25 years)Registration #001003621Postcode2067
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingCertified Financial Planner (CFP)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000230018Postcode2067
Diploma of Financial PlanningCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000311734Postcode2067
Bachelor of Business (Finance & Accounting)Diploma of Financial Services (Financial Planning)ASX Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001005864Postcode2067
Bachelor of EconomicsFellow of the Institute of Actuaries of AustraliaFellow of the Financial Services Institute of AustraliaGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000242750Postcode2067
Bachelor of Engineering (Civil)Advanced Diploma Of Financial PlanningCFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000255787Postcode2067
Bachelor of BusinessGraduate Diploma of Financial PlanningCPACertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000324386Postcode2067
CommerceDiploma of Financial ServicesMargin Lending and Geared InvestmentsFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001273409Postcode2067
Bachelor of Commerce in Banking & FinanceGraduate Diploma in Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000305645Postcode2067
Diploma of Financial Services (Financial Planning)Certified Financial Planner Education ProgramMargin Lending Course (928S)Certified Financial Planner of the Financial Planning Association of Australia
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2003 (23 years)Registration #000242255Postcode2067
Master of Business AdministrationDiploma of Financial PlanningAdvanced Strategies for Self Managed SuperannuationDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000255933Postcode2067
Bachelor of Commerce Bachelor of LawsChartered AccountantMaster of LawsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001255786Postcode2067
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Services Institute of Australasia
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #001005434Postcode2067
Bachelor of Business (Marketing)Graduate Diploma of Applied Finance and InvestmentDiploma of Financial Planning FNS50804RG146 Margin Lending
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2005 (21 years)Registration #000255100Postcode2067
Bachelor of BusinessChartered Accountant ProgramDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Services)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000283999Postcode2067
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001002318Postcode2067
Bachelor of BusinessDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2005 (21 years)Registration #001002969Postcode2067
Bachelor of Science (Mathematics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001003849Postcode2067
Bachelor of ManagementCertified Financial PlannerGraduate Diploma of Financial PlanningSMSF Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000291576Postcode2067
Bachelor of Economics (Hons)Chartered AccountantMaster of Business AdministrationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000300780Postcode2067
Bachelor DegreePost GraduateDiplomaPost Graduate
SuperannuationRSA Products
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ExperienceSince 2006 (20 years)Registration #001004662Postcode2067
Advanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000401926Postcode2067
Diploma of Financial PlanningMargin Lending and Geared Inv.ASX Acredited Listed Products Adviser (ALPA) ProgramCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314010Postcode2067
Bachelor of Commerce (Marketing & Economics)Diploma in Financial MarketsEthics and Professional RelationshipsAccredited Derivatives Adviser Level 1
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317206Postcode2067
Bachelor of CommerceBachelor of Science (Information Systems)Certified Practicing Accountant (CPA)Master of Business Administration (Executive)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317735Postcode2067
Bachelor of Science (Mathematics, Computer Science & Complementary Studies)Master of Business Leadership (MBL)Master of Business LeadershipAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312697Postcode2067
Bachelor of CommerceMasters of LawMargin Lending and Geared InvestmentsFNS50804 Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002627Postcode2067
BACHELOR OF COMMERCEPOST GRADUATE DIPLOMA IN COMMERCEAdvanced Diploma Financial Services (Financial Planning) FNS60404DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000325357Postcode2067
Bachelor of CommerceSelf Managed Super FundsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000325059Postcode2067
Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000324387Postcode2067
Bachelor of Commerce (Accounting and Finance)Diplona of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000327275Postcode2067
Diploma of Financial Services (Financial Planning FNS50804)Advanced Diploma of Financial Planning (FNS60410)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000338490Postcode2067
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334198Postcode2067
Bachelor of Business (Finance & Accounting)Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345381Postcode2067
Certificate in ManagementDiploma of AccountingAccredited Aged Care ProfessionalAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001005861Postcode2067
Bachelor of EconomicsMaster of EconomicsFellow of the Institute of Actuaries of AustraliaApplied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001005862Postcode2067
Bachelor of EconomicsFellow of the Financial Services Institute of AustraliaFellow of the Institute of Actuaries of AustraliaGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001259811Postcode2067
Bachelor of BusinessChartered Financial AnalystEthics and Professionalism in Financial AdviceSpecialist Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000441895Postcode2067
Bachelor of Financial AdvisingCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000457824Postcode2067
Bachelor of Commerce (Accounting & Finance)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #000439710Postcode2067
Bachelor of Business AdministrationDiploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001009381Postcode2057
Bachelor Commerce (Accounting)Diploma Financial Planning FNS50611Advanced Diploma of Financial Planning FNS60415Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001005627Postcode2067
Bachelor of Commerce in Accounting and FinanceMaster of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000469035Postcode2067
Business Law and EthicsMaster of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000432312Postcode2067
Bechelor of Commerce (Accounting & information systems)Masters of Commerce (Finance)Diploma of Financial PlanningManaged Investment & Sercurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236815Postcode2067
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235971Postcode2067
Diploma of Financial PlanningDiploma of Financial PlanningDiploma of Financial PlanningTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001237924Postcode2067
Bachelor of Business Administration with Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000329439Postcode2067
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001008860Postcode2067
Diploma of Financial Services (Financial Planning)Advanced Dipolma of Financial Services (Financial Planning)Bachelor of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000471971Postcode2067
Bachelor of Commerce (Finance and Marketing)8 unit Diploma of Financial PlanningDiploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001255874Postcode2067
Bachelor of Business & CommerceDiploma of Financial PlanningEthics and Professional Standards for Financial AdvisersFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #000467018Postcode2067
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEstate and Succession Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244536Postcode2067
Bachelor of ScienceDiploma of eBusiness SupportCertified Practicing Accountants (CPA) Australia ProgramMaster of Accounting
Superannuation
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ExperienceSince 2017 (9 years)Registration #001257090Postcode2067
Advanced Diploma of AccountingBachelor of Commerce (Accounting)Master of Business in Accounting and FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259546Postcode2067
Bachelor of CommerceDiploma of Financial PlanningSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256419Postcode2067
Bachelor of Commerce in AccountingMaster of Commerce in International FinanceDiploma of Financial PlanningFinancial Planning Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254736Postcode2067
Master of CommerceMaster of International BusinessDiploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256993Postcode2067
Bachelor of Commerce (Economics and Finance)Bachelor of Engineering (Civil Engineering) Honours Class IFellow of the Institute of Actuaries of AustraliaDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255481Postcode2067
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269017Postcode2067
Bachelor of Actuarial StudiesBachelor of Commerce (Finance)Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266991Postcode2067
Diploma of Financial Services (FNS50804)Advanced Diploma of Financial Services (FNS60404)FPC002BFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269908Postcode2067
Bachelor of Commerce (Accounting)Chartered Accountant (CA)Self-Managed Superannuation FundsFPC002B Ethics & Professionalism in Financial Advice
Superannuation
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ExperienceSince 2018 (8 years)Registration #001272751Postcode2067
Diploma of Financial PlanningTASACLv2 Commercial LawBehavioural Finance and Wealth MgtEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272099Postcode2067
Bachelor of Commerce (Accounting)Family SMSF Advisor RG146Economic and Legal Context for Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272344Postcode2067
Bachelor of Commerce (Finance & Information Systems)FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial PlanningFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272854Postcode2067
Bachelor of Business and Commerce (Applied Finance)Diploma of Financial Planning 1-4Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272107Postcode2067
Bachelor of ArtsDiploma of Financial PlanningCert IV Risk & ComplianceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2020 (6 years)Registration #001284308Postcode2067
Bachelor of BusinessCPAMaster of Business AdministrationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2022 (4 years)Registration #001294277Postcode2067
Bachelor of Commerce (Economics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001300916Postcode2067
Stockbrokers and Financial Advisers Professional ProgramBachelor of Business (Finance)Ethics and Professionalism in Financial AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2024 (2 years)Registration #001294980Postcode2067
Margin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningLAW545Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001312103Postcode2067
Bachelor of Commerce (Finance and Information Systems)Bachelor of EconomicsMaster of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313392Postcode2067
Bachelor of Actuarial StudiesGraduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingInstitute of Actuaries of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001315451Postcode2067
EconomicsFellow of the Institute of Actuaries of AustraliaGraduate Diploma of Financial PlanningInstitute of Actuaries of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317685Postcode2067
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318374Postcode2067
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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