ExperienceSince 1994 (32 years)Registration #000226330Postcode2291
Diploma of Financial PlanningCertified Financial PlannerBachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000241844Postcode2291
Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001004966Postcode2291
8 Unit Diploma of Financial PlanningCertified Financial Planner5 unit CFP Certification ProgramAdvanced Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000459720Postcode2291
Bachelor of Commerce (Finance)Diploma of Financial PlanningCertificate IV in Business SalesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000463001Postcode2291
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008912Postcode2291
Bachelor of BusinessDiploma of Financial PlanningCFPFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255080Postcode2291
Bachelor of CommerceChartered Accountant (CA)CA SMSF SpecialistFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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ExperienceSince 2023 (3 years)Registration #001300898Postcode2291
MASTER OF FINANCIAL PLANNINGFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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