ExperienceSince 2007 (19 years)Registration #001006464Postcode2010
Diploma of Financial MarketsBachelor of Applied FinanceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004598Postcode2010
ASX Accredited Derivatives Adviser Level 1 (ADA1)ASX Accredited Derivatives Adviser Level 2 (ADA2)The Securities & Derivatives Industry Association (SDIA) Accreditation ProgramMargin Lending and Geared Investments Elective
SecuritiesDerivativesForeign Exchange
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ExperienceSince 2007 (19 years)Registration #000321688Postcode2010
Advanced Diploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2RG146 Specialist KnowledgeGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000458754Postcode2010
Bachelor of Business (Major in Banking & Finance)Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001258973Postcode2010
Diploma of CommerceBachelor of Commerce (Accounting)Margin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273426Postcode2010
Bachelor of CommerceAccredited Derivatives Adviser Level 1Graduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001297412Postcode2010
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311213Postcode2010
Bachelor of Business (Financial Planning and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319958Postcode2010
Bachelor of Business (Marketing)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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