ExperienceSince 1983 (43 years)Registration #000239268Postcode2315
Diploma of Financial Services (Financial Planning)Super Concepts & ICFS Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1991 (35 years)Registration #000246078Postcode2315
Certified Financial PlannerFinancial Advice Association of Australia (FAAA)Mortgage and Finance Association of Australia (MFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000457680Postcode2315
Diploma of Financial PlanningCavendish & ICFS Specialist SMSF CourseMargin LendingAdvanced Aged Care
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000239310Postcode2315
Diploma of Financial Planning (8 units)ASX Accredited Listed Products Adviser ProgramSpecialist SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #000313653Postcode2315
Bachelor of Business (Financial Planning Major)Graduate Diploma of Applied FinanceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000320154Postcode2315
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Statement of Attainment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242811Postcode2315
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001238976Postcode2315
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260908Postcode2315
Bachelor of CommerceAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund accreditationMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001296531Postcode2315
Graduate Diploma of Financial PlanningSelf-Managed Superannuation Funds Course (FPE016)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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