ExperienceSince 2001 (25 years)Registration #000252837Postcode2557
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentCertificate IV in Finance and Mortgage
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000328434Postcode2557
Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products AdviserBachelor of Business (Economics & Finance)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000436272Postcode2557
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)ALPASMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240667Postcode2557
Master of CommerceFiploma of Financial Services (Financial Planning)Graduate Diploma of Applied Tax LawSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262344Postcode2557
Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and TaxationAustralian and New Zealand Institute of Insurance and Finance (ANZIIF)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001320288Postcode2557
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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