ExperienceSince 2001 (25 years)Registration #000250611Postcode2590
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000241965Postcode2590
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningCompany Directors Course Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000260784Postcode2590
Bachelor of BusinessChartered Accountants ProgrammeFinancial Planning Proper Authority CourseSDIA Accreditation Programme Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001255354Postcode2590
Bachelor of BusinessCA ProgramTier 1 Compliance SuperannuationEconomic and Legal Context for Financial Planning
SuperannuationSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000260786Postcode2590
Bachelor of Financial AdministrationSIA Proper Authority CourseInsurance (Core & Life)Margin Lending & Geared Investments
Life InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000260785Postcode2590
Bachelor of Business (Accounting)Chartered Accountant ProgrammeFinancial Planning Proper Authority CourseEthics & Professionalism and Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001006504Postcode2590
Bachelor of EconomicsCertificate of Public PracticeFinancial Planning Proper Authority CourseChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #001255353Postcode2590
Bachelor of BusinessCertififcate of Public PracticeCA SMSF SpecialistClient Engagement Skills
SuperannuationSecuritiesRSA Products
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