ExperienceSince 1998 (28 years)Registration #000229240Postcode2066
Bachelor of EconomicsProfessional Year ProgramFinancial Markets and EconomicsSuperannuation & Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001004174Postcode2066
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002603Postcode2066
Diploma of Financial PlanningCFPLicensee AccreditationGraduate Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000324200Postcode2066
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239223Postcode2066
Bachelor of EconomicsCertified Financial Planner (CFP)SMSF Specialist Advisor (SSA)Life Risk Specialist (LRS)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000281118Postcode2066
Certificate in AccountingBachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000283465Postcode2066
Bachelor of EconomicsCertified Investment Management Analyst (CIMA)Certified Financial PlannerFPC002B- Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000326285Postcode2066
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001248650Postcode2066
Chartered Accountants ProgramMaster of TaxationMAI769 ETHICS FOR FINANCIAL SERVICESChartered Accountants Australia and New Zealand (CA ANZ)
Superannuation
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