ExperienceSince 2003 (23 years)Registration #000463988Postcode2065
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001257043Postcode2065
Bachelor of Commerce (Economics)Diploma of Financial PlanningMargin LendingSelf-Managed Superannuation Funds (SMSF)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334692Postcode2065
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000439858Postcode2065
Bachelor of ManagementDiploma of Financial PlanningSMSF Core Technical AccreditationAged Care Technical Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000448667Postcode2065
Bachelor of Agricultural Economics (Honours)Diploma of Financial ServicesSMSF Core Technical AccreditationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272022Postcode2065
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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