ExperienceSince 1994 (32 years)Registration #001000201Postcode2450
BEcCertified Financial PlannerDip FPDiploma Finance Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001004062Postcode2450
Foundation Diploma of Financial PlanningCommercial LawTax for Financial advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000295566Postcode2450
Certificate IV in Financial PlanningBachelor of Business (majoring in Accounting)FNS60410 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000248249Postcode2450
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000254486Postcode2450
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000404033Postcode2450
Diploma of Financial Services (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000297240Postcode2450
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Listed Product Adviser (ASX ALPA) ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000312402Postcode2450
Bachelor of CommerceBachelor of LawDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000311098Postcode2450
Graduate Diploma in Applied Finance & InvestmentGraduate Diploma of Financial PlanningCertified Financial Planner ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #001002451Postcode2450
Bachelor of BusinessDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319452Postcode2450
Bachelor of BusinessDiploma of Financial Planning (Financial Services)Taxation Planning (ADFS 1)Bachelor of Laws
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001006076Postcode2450
Diploma Of Financial Services (Financial Planning)Graduate Certificate in Commerce (Financial Planning)Accredited Aged Care ProfessionalMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001243126Postcode2450
Bachelor of International BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf-Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000423727Postcode2450
Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000471299Postcode2450
Bachelor of Business (Accounting)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001009438Postcode2450
Bachelor of Business ManagementBachelor of EconomicsDiploma of Financial PlanningChartered Financial Analyst
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001237223Postcode2450
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250533Postcode2450
Bachelor of Financial AdministrationCPA ProgramCertified Practising AccountantPublic Practice Licence
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243678Postcode2450
Diploma of Financial PlanningGraduate Diploma of Financial PlanningEthics ad Professionalism in Financial AdviceCommercial Law
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269955Postcode2450
Bachelor of Business (Accounting/Finance)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268202Postcode2450
Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295198Postcode2450
Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)Responsible Investment Association Australasia
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001301060Postcode2450
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307446Postcode2450
Bachelor of Commerce (Financial Planning)Introduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001315835Postcode2450
Bachelor of Applied Financial AdviceSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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