ExperienceSince 1988 (38 years)Registration #000267648Postcode2077
Cert IV in Financial PlanningPolicy Statement 146 Knowledge Assessment
SuperannuationLife InsuranceLife Investment
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ExperienceSince 1991 (35 years)Registration #000238656Postcode2077
Bachelor of BusinessCertified Practising AccountantDiploma of Financial Services (Financial Planning) FNS50804SuperConcepts Specialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000231616Postcode2077
Bachelor of BusinessChartered AccountantDiploma of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000380321Postcode2077
Diploma of Financial PlanningSMSF SpecialisationMaster of Business and CommerceGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000394635Postcode2077
Diploma of Financial Services (Financial Planning)Principles in Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningPrinciples of Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000282197Postcode2077
Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000290401Postcode2077
MBADiploma Financial Services (Financial Planning)Diploma of Financial Services (Finance / Mortgage Broking Management)MFAA Reverse Mortgage
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000289063Postcode2077
Advanced Diploma in Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000304081Postcode2077
Bachelor of Science in Economics8 unit Diploma of Financial PlanningCertified Financial PlannerMaster of Business Administration (Executive)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000398067Postcode2077
Bachelor of Arts (Financial Economics)Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000332985Postcode2077
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000332985Postcode2077
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000391254Postcode2077
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001003500Postcode2077
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000452419Postcode2077
Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramAdvanced Diploma of Financial PlanningSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #001004686Postcode2077
Bachelor of CommerceGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001003460Postcode2077
Diploma of Financial PlanningGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001004916Postcode2077
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsBachelor of Economics (Banking and Finance)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #000463436Postcode2077
Masters of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235664Postcode2077
Bachelor of Design and TechnologyDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001241328Postcode2077
Bachelor of Business and Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001238776Postcode2077
Advanced Diploma Accounting & FinanceDiploma Financial PlanningGraduate Diploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001242814Postcode2077
Bachelor of Business & Commerce (Applied Finance)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001241545Postcode2077
Bachelor of Business (Property Economics)Advanced Diploma Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001264923Postcode2077
Bachelor of CommerceChartered AccountantAccountants Self Managed Superannuation Funds PackageFASEA Exam
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001264922Postcode2077
Bachelor of Arts majoring in AccountancyChartered AccountantAccountants Self Managed Superannuation Funds PackageFASEA Exam
Self-Managed Super (SMSF)
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ExperienceSince 2024 (2 years)Registration #001308074Postcode2077
FPE020 SMSF Regulations and TaxationGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001308074Postcode2077
FPE020 SMSF Regulations and TaxationGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001314828Postcode2077
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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