ExperienceSince 1994 (32 years)Registration #000269546Postcode2090
Bachelor of EconomicsCertified Financial PlannerChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000240647Postcode2090
BComm.BSci.Graduate Diploma in Applied Finance and InvestmentCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001002915Postcode2090
Advanced Diploma of Financial ServicesAdvanced Diploma of Financial ServicesCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001274635Postcode2090
SMSF Association Specialist Accreditation ProgramDiploma Financial PlanningCertified Financial Planner ProgramEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000262096Postcode2090
Graduate Diploma of Financial PlanningCFPEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001007282Postcode2090
Diploma of Financial PlanningCert IV Finance & Mortgage BrokingBachelor of Business
Life InsuranceLife Investment
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ExperienceSince 2004 (22 years)Registration #000307269Postcode2090
Bachelor in Arts (Mathematics)Bachelor in Arts Engineering (BAI)Masters of Science in Business Administration (MBA)Chartered Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000392549Postcode2090
Bachelor of Commerce (Land Economy)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001006838Postcode2090
Diploma of BusinessBachelor of CommerceDiploma of Financial ServicesCert IV Finance and Mortgage Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001005900Postcode2090
Bachelor of BusinessDiploma of Financial Planning (DFP1-3)Estate Planning Course (DFP6)Securities and Managed Investments Program (DFP4)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001304145Postcode2090
Bachelor of Applied Finance (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)Accredited Listed Product Adviser ProgramSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Registration #001314558Postcode2090
Bachelor of Commerce (Corporate Finance)Graduate Diploma of Financial planningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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