ExperienceSince 1982 (44 years)Registration #000223859Postcode2095
Certificate of Superannuation ManagementDiploma Financial PlanningDiploma of Financial PlanningASX Broker Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1982 (44 years)Registration #000223859Postcode2095
Certificate of Superannuation ManagementDiploma Financial PlanningDiploma of Financial PlanningASX Broker Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1990 (36 years)Registration #000239509Postcode2095
Master of Applied FinanceBachelor of Business (Financial Planning with Distinction)Doctor of Business AdministrationEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000247880Postcode2095
Diploma of Financial PlanningProfessional Diploma in StockbrokingFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000298320Postcode2095
Bachelor of Applied ScienceSuperannuation & Personal planning & Principles of Investment PlanningASX Derivates Levels 1 & 2DFP 7 Advanced Investment Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000298322Postcode2095
Bachelor of Economics (Business Law)Dip Financial PlanningASX Derivatives level 1FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000310876Postcode2095
Bachelor of Economics (Economics & Government)Graduate Diploma of Finance and InvestmentsMargin Lending & Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000282885Postcode2095
Certified Financial Planner (CFP)Diploma of Financial PlanningBachelor of Business StudiesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000454845Postcode2095
Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentCertified Financial PlannerGovernance in the Not For Profit Sector
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000354972Postcode2095
Bachelor of Business (Major In Accounting and Finance)Margin Lending and Geared InvestmentsMargin Lending and Geared InvestmentsRegulatory Guide 146 Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000298321Postcode2095
Bachelor of CommerceDFP 1-4Margin Lending & Geared InvestmentsFPC002 Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000294930Postcode2095
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001002988Postcode2095
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000247614Postcode2095
Certificate of Superannuation ManagementBachelor of Commerce (Finance and Marketing)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000231026Postcode2095
Advanced Dip FPMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302817Postcode2095
DFP 1-4Margin Lending & Geared InvestmentsFPC002 Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000311939Postcode2095
Bachelor of Commerce (Accounting)Chartered AccountantGraduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001004192Postcode2095
Bachelor of CommerceInternational Certificate in Wealth ManagementInternational Introduction to InvestmentMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000335442Postcode2095
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000398182Postcode2095
Bachelor of BusinessCPA ProgramGraduate Diploma of ManagementDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000401080Postcode2095
Certificate IV in Financial Services (Finance / Mortgage Broking)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsThe Finance Brokers Association of Australia Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004065Postcode2095
Diploma of Financial PlanningAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentDerivativesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000459051Postcode2095
Bachelor of CommerceDiploma of Financial PlanningMaster of Financial PlanningSMSF SSA Acreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001004297Postcode2095
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000469963Postcode2095
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial Adviser ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001006261Postcode2095
Bachelor of Commerce (Finance and Financial Planning)Margin LendingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000446322Postcode2095
Bachelor of Commerce with Bachelor of LawsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238101Postcode2095
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001245575Postcode2095
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258353Postcode2095
Bachelor of Applied FinanceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251325Postcode2095
DFP5 Tax for Financial AdvisingAdvanced Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262912Postcode2095
Bachelor of Commerce (Economics and Finance)Tier 1 Margin LendingADA Level 1Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001298507Postcode2095
EconomicsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001300980Postcode2095
Bachelor of Business and Commerce (Management)Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312034Postcode2095
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310800Postcode2095
FPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial PlanningFPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309727Postcode2095
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001316827Postcode2095
Bachelor of Business (Marketing)Graduate Diploma of Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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