ExperienceSince 1974 (52 years)Registration #000294091Postcode2233
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1986 (40 years)Registration #000249203Postcode2233
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)Financial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1994 (32 years)Registration #000297466Postcode2233
Diploma of Financial Planning (DFP 1-8)Professional Certificate in Self-Managed Superannuation FundsCertified Financial Planner (CFP) of FPA AustraliaFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000333208Postcode2233
Graduate Certificate in FinanceProfessional Diploma in StockbrokingGraduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000231638Postcode2233
Diploma of Financial AdvisingMaster of Financial PlanningAU Inhouse SMSF AssessmentFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319976Postcode2233
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000339890Postcode2233
Bachelor of Business (Finance)Margin Lending and Geared InvestmentsCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000418346Postcode2233
Diploma of Financial Services928S Margin LendingALPAApplied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271809Postcode2233
Diploma of Financial PlanningAU Inhouse SMSF AccreditationGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001310947Postcode2233
ACCY228Bachelor of CommerceLAW101FPC002B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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