ExperienceSince 1998 (28 years)Registration #000244695Postcode2035
Bachelor of Commerce (Accounting, Finance and Systems)Bachelor of Commerce (Accounting, Finance andCPA Program Professional LevelDFP Competencies (DFP1, DFP2, DFP8 and PKE)ASX Accredited Listed Products Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000295660Postcode2035
Bachelor of ScienceCertificate of TechnologyMaster of Business AdministrationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000231832Postcode2035
Bachelor of BusinessDiploma core RG146 Skills: pre 2003Margin Lending & Geared InvestmentsCertificate IV Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239818Postcode2035
Cavendish & ICFS Specialist SMSF CourseSMSF Specialist AdvisorGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000325912Postcode2035
Diploma Financial MarketsDiploma of Financial MarketsGraduate Diploma of Applied Finance and InvestmentMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310589Postcode2035
Bachelor of Business (Economics)Certificate IV in Accounting and BookkeepingGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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