ExperienceSince 1990 (36 years)Registration #000309339Postcode2428
Diploma of Financial PlanningAccredited Aged Care ProfessionalAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000264774Postcode2428
Bachelor of CommerceBachelor of LawsChartered AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000241243Postcode2428
Bachelor of Commerce with major studies in AccountingCADiploma of Financial Services (Financial Planning)Accountants Self Managed Superannuation Funds Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000464224Postcode2428
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Master of Professional AccountingPACC 6006 Taxation Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001003431Postcode2428
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal context for Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000428644Postcode2428
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271973Postcode2428
Bachelor of Business (major financial planning)CFP ProgramEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001291707Postcode2428
Bachelor of Business (Management)Bachelor of Commerce (Economics and Finance)Bachelor of Commerce (Honours)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297670Postcode2428
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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