ExperienceSince 1984 (42 years)Registration #000323828Postcode2533
Graduate Diploma of ManagementDiploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Advanced Taxation Studies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000326328Postcode2533
FNS50804 Diploma of Financial Services (Financial Planning)Family SMSF Advisor RG 146 Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000293819Postcode2533
Diploma of Superannuation ManagementDiploma of Financial Planning (8 units)Margin LendingListed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000280219Postcode2533
Diploma of Financial Advising (10 Units)Certified Finanical Planner (CFP) Education Program (5 units)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP) of FPA Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000432943Postcode2533
Bachelor of BusinessDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000298301Postcode2533
Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningSelf-Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438169Postcode2533
Bachelor of Business (Financial Planning)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237144Postcode2533
Bachelor of Commerce (International Business)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237045Postcode2533
Bachelor of Commerce (Economics)Master of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001263832Postcode2533
Certificate in Rural Estate Planning (Business Succession)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseGraduate Certificate in Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316180Postcode2533
Ethics and Professionalism in Financial Advice Course (FPC002B)Graduate Diploma of Financial Planning
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