ExperienceSince 1996 (30 years)Registration #000239497Postcode2137
Bachelor of Business StudiesMargin Lending & Geared InvestmentsGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001002592Postcode2137
Bachelor of CommerceDiploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000295565Postcode2137
Bachelor of CommerceSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003243Postcode2137
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340584Postcode2137
Diploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingAdvanced Diploma Financial Planning FNS60415Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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