ExperienceSince 1999 (27 years)Registration #000245118Postcode2036
B. Mathematics & FinanceAdvanced Diploma in Financial PlanningGraduate Diploma of Chartered AccountingSelf Managed Superannuation Fund Auditor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000284176Postcode2036
Graduate Diploma in Financial PlanningASX Listed Products Accreditation courseFinancial Essentials Self-Managed Superannuation FundMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000325631Postcode2036
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Applied Finance)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000449722Postcode2036
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001297348Postcode2036
Bachelor of Business & CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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