ExperienceSince 1991 (35 years)Registration #001000860Postcode2099
Diploma Of Financial PlanningCertified Financial PlannerAdvanced Diploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000239790Postcode2099
B. Eng (Elec) HonsMBA (Sub Fin)Graduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000272637Postcode2099
8 unit Diploma of Financial PlanningCertified Financial PlannerAccredited Listed Product Adviser ProgramCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000318615Postcode2099
Associate Diploma of Business (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001001083Postcode2099
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000413205Postcode2099
Bachelor of CommerceGraduate Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000408041Postcode2099
Advanced Diploma of Financial PlanningMargin Lending CourseSelf Managed Superannuation Funds CertificateFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001000849Postcode2099
Diploma of Financial ServicesAdvanced Diploma of Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000432093Postcode2099
Bachelor of Business (Bbus)Diploma of Financial Planning(FNS50610)Graduate Diploma of Financial PlanningALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001248361Postcode2099
Bachelor of Business (Finance/Marketing)Graduate Certificate in ManagementDiploma of Financial PlanningEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271025Postcode2099
ACFI3170 Taxation in AustraliaBachelor Of CommerceLEGL1001 Foundations of lawGraduate Diploma of Chartered Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001270071Postcode2099
Bachelor of EconomicsFinancial Planning CertificateDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001306268Postcode2099
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001317830Postcode2099
Bachelor of Commerce (Major in Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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