ExperienceSince 1990 (36 years)Registration #000235697Postcode2323
Advanced Diploma Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)Economic and Legal Context for Financial Planning Course (FPC001B)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #000249834Postcode2323
Bachelor of CommerceDiploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000264465Postcode2323
Bachelor of Business – AccountingBachelor of BusinessProfessional Year ProgramDiploma of Superannuation Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001004903Postcode2323
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #001003453Postcode2323
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000339637Postcode2323
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Principles in Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338220Postcode2323
Diploma of Financial Services (Financial Planning)Bachelor of FinanceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000431881Postcode2323
Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramTax for Financial Advising Course (TFAv1)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001233962Postcode2323
Bachelor of BusinessBachelor of EconomicsBachelor of FinanceCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001243642Postcode2323
Bachelor of CommerceCertified Practising AccountantChartered AccountantDiploma of Financial Planning FNS50615
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269394Postcode2323
Bachelor of BusinessMaster of Applied Finance with Studies in Financial PlanningGSBS6516 Ethics in Financial ServicesAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264846Postcode2323
Bachelor of CommerceAccredited Listed Product Adviser (ASX ALPA) ProgramDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2024 (2 years)Registration #001307203Postcode2323
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307201Postcode2323
Bachelor of Commerce (Finance & Economics)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Registration #001318058Postcode2323
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318025Postcode2323
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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