ExperienceSince 2002 (24 years)Registration #000222915Postcode2232
Bachelor of Business (Accounting & Finance)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000222915Postcode2232
Bachelor of Business (Accounting & Finance)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000312603Postcode2232
Bachelor of Commerce (Applied Financial Planning)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001006325Postcode2232
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001006325Postcode2232
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000420296Postcode2232
Diploma of Financial Services (Financial Planning)DFP5v3 Tax for Financial AdvisingTASACLv1 Commercial LawGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007829Postcode2232
Certified Financial PlannerGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253593Postcode2232
Bachelor of Commerce (Financial Planning)Accredited Aged Care ProfessionalAccredited Listed Product Adviser ProgramFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253593Postcode2232
Bachelor of Commerce (Financial Planning)Accredited Aged Care ProfessionalAccredited Listed Product Adviser ProgramFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #000448924Postcode2232
Master of Commerce (Financial Planning)Master of Commerce (Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295972Postcode2232
Master of Applied FinanceFPC008 Investment AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295972Postcode2232
Master of Applied FinanceFPC008 Investment AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305916Postcode2232
CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310586Postcode2232
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319050Postcode2232
ACCY228-Taxation for Financial PlannersBachelor of Commerce (Financial Planning/Accountancy)LAW101-Introduction to LawFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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