ExperienceSince 1986 (40 years)Registration #000235929Postcode2103
Certified Financial PlannerDiploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1996 (30 years)Registration #000255841Postcode2103
Bachelor of BusinessCertified Practising AccountantFinancial Planning SpecialistCPA Australia (CPA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000250913Postcode2103
8 unit Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #001000061Postcode2103
Diploma of Financial PlanningSelf Managed Super FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001000060Postcode2103
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000259299Postcode2103
Diploma in Financial MarketsDiploma in Financial AdvisingDiploma in Financial PlanningGraduate Diploma in Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000263959Postcode2103
Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner Program (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000406152Postcode2103
FNS60404 Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCFP Certification ProgramAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000320791Postcode2103
Bachelor of Arts (French, Spanish and Business Studies)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001237779Postcode2103
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentCertifed Financial PlannerDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001000063Postcode2103
Bachelor of BusinessAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328958Postcode2103
Advanced Diploma of Financial Servies (Financial Planning)Estate PlanningMaster of Commerce (Financial Planning)Fellow, Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338383Postcode2103
ASX Listed Products Accreditation CourseMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000398538Postcode2103
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000340091Postcode2103
Bachelor of Business (Accounting)CPADiploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000384214Postcode2103
Bachelor of Arts with Bachelor of LawsMaster of Business AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #001003205Postcode2103
Bachelor of Business (Finance)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007310Postcode2103
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Life InsuranceLife Investment
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ExperienceSince 2015 (11 years)Registration #000327548Postcode2103
Bachelor of Commerce (Banking and Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245914Postcode2103
Taxation Law ACCG857Business Law ACCG851Financial Risk ManagementCPA Program
Superannuation
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ExperienceSince 2017 (9 years)Registration #001259751Postcode2103
Bachelor of BusinessCPADiploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001265409Postcode2103
Bachelor of Commerce (Finance/ Commercial Law)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001252353Postcode2103
Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264384Postcode2103
Bachelor of BusinessCPA programEthics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267244Postcode2103
Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingTASACLv2 Commercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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