ExperienceSince 1993 (33 years)Registration #000270324Postcode2121
Bachelor of Business (Finance & Economics)Diploma of Financial PlanningCertified Financial PlannerFoundation DFP
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1994 (32 years)Registration #000253576Postcode2121
Bachelor of ScienceGraduate Diploma in Applied EconomicsDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003237Postcode2121
Bachelor of ScienceMaster of Business Administration928S Margin LendingSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000295179Postcode2121
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000306668Postcode2121
Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002BCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000392576Postcode2121
Bachelor of International BusinessBachelor of SpainishMaster of International Business AdministrationDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #000447932Postcode2121
Bachelor of CommerceFinancial Services (Financial Planning)Margin LendingEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001250293Postcode2121
Master of Business in Banking and FinanceMaster of Commerce (Accounting)FNS50611 Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269929Postcode2121
Bachelor of EconomicsProfessional YearStatement of Attainment Superannuation and Self Managed Superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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