ExperienceSince 2005 (21 years)Registration #000288361Postcode2040
Bachelor of EconomicsGraduate Diploma of Financial planningCertified Financial AdviserBoutique Financial Planning Principals Association Inc.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004001Postcode2040
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000315677Postcode2040
Bachelor DegreeGraduate DiplomaFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000401576Postcode2040
HSCBachelor of Commerce Majoring in Financial Planning and AccountingAged Care SpecialistFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001264613Postcode2040
Statement of Attainment RG146Pension Payment StrategiesChartered Accountants Australia and New Zealand (CA ANZ)
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001262503Postcode2040
Bachelor of Business & CommerceDiploma in Financial PlanningChartered AccountantRegistered Tax Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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