ExperienceSince 1989 (37 years)Registration #000250525Postcode2220
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001000497Postcode2220
BA Business and EconomicsDiploma of Financial PlanningDiploma Applied FinanceADA1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000249513Postcode2220
Diploma of Financial MarketsDiploma of Financial PlanningSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001000495Postcode2220
Bachelor Applied ScDiploma Financial PlanningGraduate Diploma Applied FinanceASX Accredited Derivatives Adviser
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000286582Postcode2220
Bachelor of Commerce (Accountancy)8 Unit Diploma of Financial Planning5 Unit CFP Certification ProgramSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000296128Postcode2220
Bachelor of Commerce in Accountancy and ManagementGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249640Postcode2220
Diploma of Financial PlanningCertified Financial PlannerPrinciples in Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001001017Postcode2220
Bachelor of Commerce and ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #001004088Postcode2220
Bachelor of Business (Accounting and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000417511Postcode2220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTASACL Commerial LawAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004964Postcode2220
Bachelor of Commerce (Finance and Marketing)928 Margin LendingSelf-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001232710Postcode2220
Bachelor of Business (Accounting)Masters in Applied FinanceDiploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001265897Postcode2220
Bachelor of CommerceDiploma of Financial PlanningDiploma of Financial PlanningEthics and Professionalism in Financial Advice
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001267172Postcode2220
Bachelor of CommerceBachelor of CommerceDiploma Of Financial PlanningDiploma Of Financial Planning
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001271966Postcode2220
Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial PlanningEthics and Professionalism in Financial Advice
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001271967Postcode2220
Bachelor of AccountingTax agentDiploma of Financial PlanningDiploma of Financial Planning
Self-Managed Super (SMSF)
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ExperienceSince 2024 (2 years)Registration #001310205Postcode2220
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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