ExperienceSince 1984 (42 years)Registration #000237114Postcode2480
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1991 (35 years)Registration #000293201Postcode2480
Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000229533Postcode2480
Diploma of Financial PlanningCertified Financial Planner ProgramCertificate in Applied Self-Managed Super Fund AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000263988Postcode2480
Diploma of Financial PlanningCertificate in Self Managed Superannuation FundsDPML Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000447283Postcode2480
Diploma of Financial PlanningGraduate Certificate in Applied FinanceMaster of Applied FinanceAccredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000248145Postcode2480
Advanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice.Financial Services Institute of Australia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000253819Postcode2480
Bachelor of BusinessGraduate Diploma in Financial PlanningTax for Financial AdvisingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000304082Postcode2480
Bachelor of Business in TourismAdvanced Diploma of Financial ServicesSpecialist SMSF CourseGraduate Diploma of Financial PLanning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000332442Postcode2480
Diploma of Financial Services (Financial Planning)Advanced Investment PlanningDFP5v1 Tax for Financial AdvisingEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #001000805Postcode2480
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340739Postcode2480
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000433142Postcode2480
Bachelor of BusinessDiploma of Financial PlanningPrinciples In Self Managed Superannuation FundsSpecialist Margin Lending accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000416216Postcode2480
Bachelor of Commerce (Financial Planning and Accounting Major)Margin Lending and Geared InvestmentsPrinciples in Self Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000462920Postcode2480
Bachelor of ArtsFNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267146Postcode2480
Bachelor of BusinessMaster of Applied FinanceDiploma of Financial PlanningFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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