ExperienceSince 1998 (28 years)Registration #000259125Postcode2089
Bachelor of EconomicsSecurities Institute DiplomaEthics and Professional RelationshipsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000283596Postcode2089
Bachelor of Economics (Economics and Marketing)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannunation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000309021Postcode2089
Bachelor Of CommerceGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000318407Postcode2089
Diploma of Financial Services (Financial Planning)FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000412674Postcode2089
DiplomaDiplomaAdvanced DiplomaGraduate Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343147Postcode2089
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000343147Postcode2000
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001003721Postcode2089
DiplomaCertificateCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2010 (16 years)Registration #000411020Postcode2089
Master of Business AdministrationRG146 Margin LendingRG146 Self-Managed Superannuation FundTier 1 Derivatives
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #000462420Postcode2089
Bachelor of Business Major in Accounting, Finance & EconomicsMaster of CommerceDiploma of Financial PlanningCertificate lV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001000845Postcode2089
Bachelor of Commerce (Accountancy)Bachelor of Commerce (Accountancy)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001000565Postcode2089
Diploma in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife Insurance
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ExperienceSince 2016 (10 years)Registration #001249056Postcode2089
Bachelor of Business and Commerce (Applied Finance)Bachelor of Business and Commerce (Applied Finance)Diploma of Financial PlanningSelf Managed Super Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241409Postcode2089
Graduate Certificate in Applied FinanceGraduate Diploma of Financial PlanningSMSF AccreditationEthics and Professionalism in Financial Advice FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268049Postcode2089
Bachelor of CommerceDiploma of Financial PlanningEconomic and Legal Context for Financial Planning FPC001BTaxation for Financial Planning FPC006
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001280230Postcode2089
Bachelor of BusinessBachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299550Postcode2089
Bachelor of BusinessGraduate Diploma in Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Registration #001316478Postcode2089
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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