ExperienceSince 1985 (41 years)Registration #000265015Postcode2230
Bachelor of Business (Accouning)SDIA PS146 Accreditation ProgramFinancial Advising EssentialsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000309465Postcode2230
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseAccredited Listed Products Adviser ProgramMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000292877Postcode2230
Bachelor of Financial AdministrationChartered AccountantGraduate Diploma of Applied Finance and InvestmentMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001001536Postcode2230
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super FundsMaster of Business (Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000224388Postcode2230
Bachelor of CommerceBachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000298260Postcode2230
Bachelor of Commerce (Applied Finance & Financial Planning)Ethics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000383060Postcode2230
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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ExperienceSince 2010 (16 years)Registration #001001794Postcode2230
Bachelor of Business (Economics & Finance)Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000441062Postcode2230
Advanced Diploma of Financial Planning (Qualification)Foundations of Financial PlanningSelf Managed Superannuation Funds928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000418770Postcode2230
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds CourseTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003665Postcode2230
Bachelor Medical ScienceGraduate Diploma in Applied FinanceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000455752Postcode2230
Diploma of Financial Services (Financial Planning)Bachelor of CommerceDiploma of Financial PlanningCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236699Postcode2230
Bachelor of Commerce (Finance and Marketing)Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235908Postcode2230
Bachelor of Commerce (Accounting & Finance)Bachelor of commerceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292593Postcode2230
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2022 (4 years)Registration #001293545Postcode2230
Bachelor of Commerce (Financial Planning)Introduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299057Postcode2230
Bachelor of Economics & FinanceFPCO01B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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