ExperienceSince 1999 (27 years)Registration #000237602Postcode2305
Advanced Diploma of Financial PlanningMargin Lending & Geared InvestmentsSMSFCert IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000468947Postcode2305
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000252607Postcode2305
Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services – Financial PlanningDiploma of Financial Services (Financial Planning)Diploma of Financial Services – Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000315675Postcode2305
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMasters of Financial Planning (MFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317127Postcode2305
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000456666Postcode2305
Bachelor of Business (International Business)Bachelor of Commerce (Economics & Finance)Advanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007496Postcode2305
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250035Postcode2305
Bachelor of ArtsBachelor of LawsDiploma of Financial PlanningDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269098Postcode2305
Bachelor of Business (Leadership and Management)Bachelor of Commerce (Finance and Accounting)Diploma of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305918Postcode2305
Bachelor of Commerce (Financial Planning)Margin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312811Postcode2305
Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312233Postcode2305
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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