ExperienceSince 1992 (34 years)Registration #000234868Postcode2065
Higher National Diploma (HND) Business Studies (with Distinction)Diploma of Financial Planning (Dip.FP)Certificate in Financial Markets (Sia Aff.)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #001241369Postcode2065
Diploma of Financial PlanningMaster of Commerce (Financial Planning)ASX Accredited Listed Product Adviser ProgramTASACL
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1994 (32 years)Registration #001002149Postcode2065
B CommChartered AccountantDiplomaFinancial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000253824Postcode2065
Bachelor of Civil EngineeringDiploma of Financial PlanningDiploma of Financial PlanningMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000241991Postcode2065
Bachelor of Commerce in MarketingApplied Finance and InvestmentMargin Lending and Geared InvestmentsProfessional Certificate in Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000242208Postcode2065
Bachelor of Arts in Office ManagementCertificate in Financial Markets8 unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000246041Postcode2065
Bachelor of Economics LawDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000248732Postcode2065
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000275049Postcode2065
Graduate Diploma of Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000260031Postcode2065
Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000285493Postcode2065
Master of Business in FinanceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000267764Postcode2065
LL.BCertificate IV in Financial PlanningDiploma of Financial Services (Financial Planning)Taxation Module of the Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322486Postcode2065
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF CourseASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001004041Postcode2065
Diploma of Financial Services (Financial Planning)Master of Applied FinanceEthics and Professionalism in Financial AdviceFinancial Services Institute of Australia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001000443Postcode2065
Bachelor of Business Studies (Accounting & Finance)Diploma of Financial Services (Financial Markets)Diploma of Financial Services (Financial Planning)ASX Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #000323636Postcode2065
Diploma of Financial Services (Financial Planning)Margin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272026Postcode2065
Bachelor of Commerce (Accounting)Master of Commerce (Finance)Chartered Accountant (CA)Self-Managed Superannuation Funds
Superannuation
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ExperienceSince 2023 (3 years)Registration #001300922Postcode2065
Graduate Diploma of Financial PlanningMaster of Business AdministrationEthics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecurities
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