ExperienceSince 2004 (22 years)Registration #000253065Postcode2580
Certified Financial PlannerSpecialist SMSFFinancial Advice Association of Australia (FAAA)Tax PractionersBoard
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #001000788Postcode2580
Bachelor of Arts in Secretarial Studies (Business Administration)Graduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323381Postcode2580
Bachelor CommerceMasters of Applied Finance (Financial Planning)Certified Financial PlannerEthics and Professional in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000409195Postcode2580
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningRequirements to meet FASEAGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2013 (13 years)Registration #001004776Postcode2580
Advanced Diploma of Financial PlanningDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254928Postcode2580
Accredited Listed Product Adviser ProgramDiploma of Financial PlanningStatement of AttainmentGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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