ExperienceSince 1998 (28 years)Registration #001003904Postcode2170
Financial Planning Principles and PracticeDFP003 Investment Planning 1Superannuation & Retirement PlanningRisk Management
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2001 (25 years)Registration #000464936Postcode2170
Bachelor of Commerce8 unit Diploma of Financial Planning5 unit CFP Certification ProgramMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000329807Postcode2170
Bachelor of Applied Finance and Bachelor of Commerce (Accounting)Certified Financial Planner8 unit Diploma of Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000252864Postcode2170
Bachelor of BusinessAdvanced Diploma of Financial ServicesCPA Financial Planning SpecialistIntroduction to SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332475Postcode2170
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #001003837Postcode2170
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001268025Postcode2170
Bachelor of Economics (International Trade & Finance)Diploma of Financial PlanningCertificate IV of Mortgage BrokingSMSF Personal Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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