ExperienceSince 2004 (22 years)Registration #000250636Postcode2290
Master of Personal Financial PlanningDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)SMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000292461Postcode2290
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270904Postcode2290
Diploma Financial ServicesAdvanced Diploma of Financial ServicesSelf Managed Superannuation FundsTPB506TA Australian Taxation Law for Tax Agents
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001308171Postcode2290
Self Managed Superannuation FundsGraduate Diploma of Financial PlanningMaster of Financial PlanningAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001312448Postcode2290
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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