ExperienceSince 1997 (29 years)Registration #000266729Postcode2061
Bachelor of EconomicsDiploma of Financial PlanningResponsible Investments AssociationSMSF Association
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000414356Postcode2061
Bachelor of EconomicsGraduate Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000415637Postcode2061
Bachelor of Commerce (Banking and Finance)Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #001004286Postcode2061
Diploma in Financial MarketsGraduate Diploma in Applied Finance & InvestmentGraduate Diploma in Financial PlanningFINSIA
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001004599Postcode2061
The Securities & Derivatives Industry Association (SDIA) Accreditation ProgramASX Accredited Derivatives Adviser Level 1 (ADA1)RG146 Specialist Knowledge
SecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000409210Postcode2061
Bachelor of Finance and EconomicsTier 2 Compliance SolutionAccredited Derivatives Adviser Level 2 (ADA2)RG146
SecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000414772Postcode2061
Bachelor of Applied FinanceDiploma of Financial Services (Financial Planning)Self Managed Super Fund electiveDiploma of Financial Services (Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269826Postcode2061
ASX Accredited Derivatives Adviser Level 1 (ADA1)ASX Accredited Derivatives Adviser Level 2 (ADA2)BBus (Applied Finance)Cert IV Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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