ExperienceSince 1987 (39 years)Registration #000244550Postcode2113
Bachelor of Business Majoring in AccountingPersonal Financial Planning and SuperannuationCertified Practicing Accountants ProgramFellow of Certified Practicing Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000406160Postcode2113
Bachelor of Education (Secondary) (Mathematics)Diploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000244552Postcode2113
Diploma of Financial PlanningCertified Financial PlannerJustice of the PeaceCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000309389Postcode2113
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000244554Postcode2113
Diploma of Financial PlanningPersonal Financial Planning and SuperannuationMasters of AccountingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278771Postcode2113
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Listed Products Accreditation CourseMaster of Business Adminstration (Executive)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001004944Postcode2113
Bachelor of Commerce8 unit Diploma of Financial Planning5 unit CFP Certification ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #001001335Postcode2113
Bachelor of ArtsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000380129Postcode2113
Diploma of Financial PlanningAdvanced Diploma Of Financial PlanningSelf Managed Superannuation FundTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001003493Postcode2113
Bachelor of Business (Applied Finance)Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001270423Postcode2113
BA of CommerceAdvanced Diploma of Financial ServicesMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2021 (5 years)Registration #001286308Postcode2113
Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001298735Postcode2113
Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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