ExperienceSince 1990 (36 years)Registration #000239342Postcode2126
CFPDiploma of Financial PlanningASX Listed Products Accreditation CourseAdvanced Diploma of Financial Services (SMSF specialist)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000234836Postcode2126
Diploma of Financial MarketsGraduate Certificate in Financial Planning with DistinctionAssociation of Independently Owned Financial Professionals (AIOFP)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000246036Postcode2126
Diploma of Financial PlanningBachelor of ArtsGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000283144Postcode2126
Bachelor of CommerceChartered AccountantPhD Governance and BankingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000222888Postcode2126
PS 146Margin Lending and Geared InvestmentsCertificate IV in Finance and Mortgage BrokingAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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