ExperienceSince 1994 (32 years)Registration #000446718Postcode2088
Bachelor of EconomicsMaster of CommerceSMSF Specialist Advisor ProgramGraduate Diploma in Taxation and Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001000206Postcode2090
Bachelor of EconomicsMargin Lending and Geared InvestmentsAccredited Listed Product Adviser ProgramSMSF Knowledge
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000253338Postcode2088
Diploma of Financial ServicesAdvanced Investment PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000319644Postcode2088
Certificate in Financial MarketsDiploma in Financial MarketsDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000319642Postcode2088
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000242792Postcode2088
Diploma of Financial PlanningCertified Financial PlannerLife Risk SpecialistM640 Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001005626Postcode2088
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000243593Postcode2088
Bachelor of EconomicsDiploma of Financial PlanningDFP5v3 Tax for Financial AdvisingDiploma of Financial Planning
SuperannuationLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #001007963Postcode2088
BAProfessional yearFellowFA Exam
SuperannuationLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000365019Postcode2088
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma in Financial Planning (Historical SIA/FINSIA)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000258236Postcode2088
Master of Business AdministrationGraduate Diploma in Personal Financial PlanningSelf Managed Superannuation FundsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001006179Postcode2088
Bachelor of Economics (Economics and Finance and Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000408771Postcode2088
Bachelor of Commerce Major in Accounting and FinanceDiploma of Financial PlanningSelf Managed Superannuation FundSDIA Derivatives Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001009370Postcode2088
Bachelor of Management (Marketing)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236391Postcode2088
Bachelor of Science/Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237037Postcode2088
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007833Postcode2088
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001271991Postcode2088
Bachelor of Commerce (major accounting and finance)Graduate Diploma in Applied Finance and InvestmentGraduate Diploma in Financial Planning (Historical SIA / FINSIA)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272132Postcode2088
Bachelor of Tourism ManagementAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264606Postcode2088
Bachelor of Business (Accounting)Chartered AccountantCA SMSF SpecialistMaster of Taxation (In Taxation and Financial Planning)
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001261749Postcode2088
Professional YearMaster of TaxationRG146Financial Planning Certification
Self-Managed Super (SMSF)
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ExperienceSince 2022 (4 years)Registration #001296809Postcode2088
Bachelor of Commerce (Majoring in Accounting and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302095Postcode2088
Bachelor of Commerce with the Degree of Bachelor of ScienceMargin Lending KnowledgeSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313977Postcode2088
Graduate Diploma in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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