ExperienceSince 1988 (38 years)Registration #000250656Postcode2027
Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1993 (33 years)Registration #000250109Postcode2027
Bachelor of Business (Accounting)CPA ProgramDiploma of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1993 (33 years)Registration #000250111Postcode2027
Bachelor of Business (Accounting)CPA ProgramDiploma of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #000275985Postcode2027
Bachelor of EconomicsCertified Practising Accountant (CPA)Certified Financial Planner (CFP)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1996 (30 years)Registration #000250113Postcode2027
Bachelor of Economics (Accounting)Diploma of Financial PlanningSMSF Specialist Advisor ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000250835Postcode2027
Bachelor of Commerce (Financial Planning and Investments)Certificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000250114Postcode2027
Bachelor of Business (Accounting)Financial Planning Proper Authority CoursePS 146 Compliance ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000292308Postcode2027
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000379430Postcode2027
Bachelor of Business (Credit)Diploma of Financial ServicesCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002650Postcode2027
Advanced Diploma of Financial Service (Financial Planning)Diploma of Financial ServiceMargin Lending and Geared InvestmentsCertified Financial Planner
Foreign Exchange
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ExperienceSince 2008 (18 years)Registration #000333019Postcode2027
Bachelor of Commerce (Accounting, Finance)Certified Practicing Accountants ProgramMaster of Business AdministrationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000376029Postcode2027
Bachelor of Commerce (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000350824Postcode2027
Bachelor of Commerce (Financial Planning)Foundation Tax CourseCFP Certification ProgramAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000408833Postcode2027
Bachelor of Commerce (Accounting and Finance)Bachelor of LawsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001235673Postcode2027
Bachelor of Commerce (Accounting) HonsCertified Practicing Accountants ProgramDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235968Postcode2027
Bachelor of Commerce (Accounting)Chartered Accountant ProgramCertificate IV in Finance & Mortgage BrokingFNS50611 Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001262195Postcode2027
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCommercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272092Postcode2027
BUSL250 Business LawLAW203+LAW204 Torts+ContractsBachelor of Business Administration with Bachelor of LawsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272088Postcode2027
Bachelor of Business (Financial Planning major)Chartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001272087Postcode2027
Bachelor of Business (Finance and Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001272094Postcode2027
Master of Business and CommerceMaster of Professional AccountingChartered Accountant ProgramCertificate IV in Finance and Mortgage Broking
Life InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307248Postcode2027
Master of CommerceAccredited Aged Care ProfessionalSuperConcepts Specialist SMSF CourseCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2024 (2 years)Registration #001309560Postcode2027
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319571Postcode2027
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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