ExperienceSince 1999 (27 years)Registration #000242825Postcode2208
Bachelor of ArtsMaster of Commerce (Finance & Marketing)CFP Certification 1-4 ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000267656Postcode2207
Financial Planning CourseDiploma of Financial Planning Services (Financial Planning)Advanced Strategies for Self Managed SuperannuationWealth Creation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000267656Postcode2207
Financial Planning CourseDiploma of Financial Planning Services (Financial Planning)Advanced Strategies for Self Managed SuperannuationWealth Creation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000305537Postcode2208
Advanced Diploma of Financial PlanningCertified Financial Planner (CFP)Foundation Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242700Postcode2208
Bachelor of BusinessFPC002B Ethics and ProfessionalismCFP CertificationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272360Postcode2208
Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001285268Postcode2208
Bachelor of Actuarial StudiesBachelor of CommerceGraduate Diploma of Financial PlanningChartered Financial Analyst Institute (CFA Institute)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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