ExperienceSince 1990 (36 years)Registration #000242754Postcode2250
Accounting Certificate CourseDiploma of Financial PlanningInstitute of Public Accountants (IPA)National Tax Agents Association Ltd
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001005634Postcode2250
Bachelor of Arts Diploma in EducationCertified Financial PlannerDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000285383Postcode2250
Bachelor of Arts (Communication Studies)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000232036Postcode2250
Bachelor of CommerceChartered AccountantMargin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239870Postcode2250
BL101 Commercial Law 1BL202 Taxation 1Bachelor of Business (Economics & Finance)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001002912Postcode2250
Bachelor of ManagementAdvanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001004885Postcode2250
Advanced Diploma of Financial PlanningFPC001B Economic and Legal context for Financial PlanningGraduate Diploma of Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000292304Postcode2250
Diploma of Financial Services (Financial Planning)Tier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000324258Postcode2250
Advanced Diploma of Financial Services (Financial Planning)Margin LendingRG146 Licensing Compliance: Self-Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004442Postcode2250
LEGL1001 Foundations of LawBachelor of BusinessBachelor of EconomicsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001236849Postcode2250
LEGL1001 Foundations of LawDiploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001234988Postcode2250
Bachelor of Commerce (Financial Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001238989Postcode2250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMaster of Business in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270872Postcode2250
Bachelor of Business (Accounting)Chartered Accountanats ProgramDiploma of Financial PlanningTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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