ExperienceSince 1989 (37 years)Registration #000224334Postcode2228
Bachelor of CommerceCertified Practising AccountantCertified Financial PlannerEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000298857Postcode2228
Associate Diploma in BusinessCertified Financial PlannerDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000245799Postcode2228
Diploma of Financial ServicesCert IV Mortgage BrokingAdvanced Dip of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000239334Postcode2228
Diploma of Financial PlanningChartered Financial PractitionerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000261155Postcode2228
Diploma of Financial PlanningMasters of Commerce (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000222887Postcode2228
Graduate Diploma of Financial PlanningMargin Lending & Geared InvestmentsCertificate IV in Finance & Mortgage BrokingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003444Postcode2228
Bachelor of Business8 Unit Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000231029Postcode2228
Associate Diploma in BusinessMaster of Business AdministrationGraduate Diploma Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000282822Postcode2228
Advanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramDPML Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000277974Postcode2228
Advanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001268978Postcode2228
Advanced Diploma of AccountingDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001006471Postcode2228
Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000469829Postcode2228
Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000311392Postcode2228
Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning) with Honours Class 2BSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001001193Postcode2228
Bachelor of Commerce (Finance and Economics)Masters of Commerce (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329726Postcode2228
Bachelor of CommerceApplied Finance and InvestmentGraduate Diploma in Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000326044Postcode2228
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328955Postcode2228
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseMargin Lending Program (Margin Lending and Geared Investments & 928S Margin Lending)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334883Postcode2228
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsFinance Brokers Association of Australia (FBAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000333794Postcode2228
Diploma of Financial Services (Financial Planning)DDFP5v1 Tax for Financial AdvisingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001234535Postcode2228
Advanced Diploma of Financial Planning928 Margin LendingSelf-Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000275929Postcode2228
Diploma of Financial Services (Financial Planning)DPML Margin LendingAdvanced Diploma of Financial Services (Financial Planning)Certified Practicing Accountants (CPA) Australia Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001009422Postcode2228
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008261Postcode2228
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001249085Postcode2228
Bachelor of CommerceChartered Accountants ProgramEthics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2017 (9 years)Registration #001259045Postcode2228
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001286054Postcode2228
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningMargin Lending Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001309073Postcode2228
Bachelor of BusinessGraduate Diploma of FPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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