ExperienceSince 1988 (38 years)Registration #001005751Postcode2303
Bachelor of CommerceRegistered Tax AgentCertified Practising AccountantGraduate Diploma in Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #001005754Postcode2303
Bachelor of Financial AdministrationRegistered Tax AgentCertificate of Public PracticeCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000230817Postcode2303
Bachelor CommerceCA Chartered AccountantDiploma of Financial Planning FNS50615Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #001005753Postcode2303
Bachelor of CommerceCertified Practising AccountantRegistered Tax AgentCertificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000289495Postcode2303
Bachelor of EconomicsGraduate Diploma in AccountingDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000292303Postcode2303
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001001805Postcode2303
Bachelor of Commerce (Accounting)Graduate Certificate in Financial PlanningGrad Diploma of Applied Finance & GDAF Major in Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000253552Postcode2303
Bachelor of CommerceDiploma of Financial Planning (DFP1-8)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001005757Postcode2303
Bachelor of CommercePersonal Financial Planning & SuperannuationCertified Practicising Accountant (CPA Program)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000327217Postcode2303
Diploma of Financial Services (Financial Planning) FNS50804DPML RG146 Margin LendingAdvanced Diploma of Financial PlanningMaster of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000343322Postcode2303
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000464309Postcode2303
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningBachelor of Business (Finance)Accredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001235240Postcode2303
Diploma of Financial PlanningTax for Financial AdvisingAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001242644Postcode2303
Tax for Financial AdvisingAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243801Postcode2303
Bachelor of ScienceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240949Postcode2303
Bachelor of BusinessCertified Practising Accountant ProgramSelf Managed Superannuation FundEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269871Postcode2303
Bachelor of MathematicsMaster of Professional AccountingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001007863Postcode2303
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of BusinessEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272061Postcode2303
Bachelor of CommerceCPA ProgramRG146Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001268593Postcode2303
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298760Postcode2303
Bachelor of MathematicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2024 (2 years)Registration #001307667Postcode2303
Bachelor of BusinessEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001311830Postcode2303
Bachelor of Business (Finance/Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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