ExperienceSince 1994 (32 years)Registration #000246391Postcode2302
Diploma of Financial PlanningCertified Financial PlannerMaster of Commerce (Financial Planning)SMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000239484Postcode2302
FNS50611 Diploma of Financial ServicesSelf Managed Superannuation FundsCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001000181Postcode2302
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseRG 146 Licensing Compliance: Margin Lending CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000245906Postcode2302
Bachelor of CommercePS146 Knowledge AssessmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000267593Postcode2302
Bachelor of CommerceCertified Financial PlannerCA Financial Planning SpecialistSMSF Specialist Adviser (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001267091Postcode2302
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2002 (24 years)Registration #001003127Postcode2302
Diploma of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000311391Postcode2302
Bachelor of EconomicsBachelor of BusinessAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000299490Postcode2302
ACFI 3170 Taxation in AustraliaBachelor of FinanceLS251 Introduction to Business LawDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000259803Postcode2302
Advanced Diploma Financial PlanningGraduate Certificate of Applied FinanceGraduate Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000298043Postcode2302
L1LCC Law of Commercial ContractBachelor of FinanceDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001002476Postcode2302
LAW1010 Foundations of LawACFI3170 Taxation in AustraliaBachelor of CommerceBachelor of Economics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001270846Postcode2302
Bachelor of CommerceAdvanced Diploma of Financial PlanningDFP5v5 Tax for Financial AdvisingTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000305752Postcode2302
Bachelor of CommerceChartered Accountant ProgramGraduate Certificate in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000305644Postcode2302
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Bachelor of Economics (Econometrics)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001007279Postcode2302
Diploma of Financial PlanningMargin Lending and Geared Investments Statement of AttainmentSelf Managed Superannuation Funds Statement of AttainmentLife Insurance & Skills Statement of Attainment
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000310701Postcode2302
Bachelor of CommerceChartered Accountant ProgramGraduate Diploma of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #001006286Postcode2302
BACHELOR OF ECONOMICSBACHELOR OF FINANCEDiploma of Financial Services (Financial Planning)ACCREDITED DERIVATIVES ADVISER LEVEL 1
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000321627Postcode2302
Bachelor of CommerceFNS50611 Diploma of Financial ServicesSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003190Postcode2302
Bachelor of FinanceProfessional Diploma of StockbrokingGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000360167Postcode2302
Diploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001008801Postcode2302
LEGL 1001 Foundations of LawACFI 3170 Taxation in AustraliaBachelor of FinanceDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001007278Postcode2302
Bachelor of FinanceSuperannuation & Retirement Planning SUB-514899Estate Planning SUB-514901Investment Planning 2 SUB-514902
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000345691Postcode2302
Bachelor of CommerceChartered Accountant ProgramSuperannuation & Retirement Planning SUB--514899Investment Planning 1 SUB--514898
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000366512Postcode2302
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Certified Financial PlannerAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000404350Postcode2302
Bachelor of Commerce (Finance)Justice of the Peace NSWAdvanced Diploma of Financial PlanningMargin Lending & Geared Investments Accreditation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000446183Postcode2302
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsFNS60410 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234678Postcode2302
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC001B Economic and Legal context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236697Postcode2302
Diploma of Financial PlanningSecurities and Managed Investments Program (DFP4)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #000324474Postcode2302
Bachelor of Commerce8 Unit Diploma of Financial PlanningSMSF Specialist AdvisorCertified Practicing Accountant (CPA)
Superannuation
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ExperienceSince 2016 (10 years)Registration #001246093Postcode2302
Bachelor of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001250284Postcode2302
Bachelor of Commerce (Financial Accounting & Finance)Chartered Accountant ProgramAccountants SMSF Package SUB-514994Certificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001239053Postcode2302
Bachelor of BusinessFNS50611 Diploma of Financial PlanningSecurities and Managed InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256906Postcode2302
Bachelor of CommerceChartered Accountant ProgramAccountants SMSF Package SUB-514994Insurance & Risk Protection SUB-515024
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001256904Postcode2302
Bachelor of CommerceCertified Practicing Accountants ProgramAccountants SMSF Package SUB--514994Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001259455Postcode2302
Bachelor of CommerceChartered Accountant ProgramAccountants SMSF Package SUB--514994Certificate IV Finance & Mortgage Broking
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001257324Postcode2302
Financial Accounting 2 ACG27Global Issues for Accounting ACG33Introduction to Financial Planning FNP11Bachelor of Commerce (Financial Accounting)
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001269083Postcode2302
Master of Professional AccountingFNS50611 Diploma of Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265550Postcode2302
Bachelor of Business (Management, Industrial Relations, and Human Resources Management)Bachelor of Commerce (Finance)Chartered Accountant ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001262847Postcode2302
Bachelor of CommerceChartered Accountant ProgramAccountants Financial Planning SUB--546116Accountants Life Insurance SUB--528238
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2022 (4 years)Registration #001290445Postcode2302
Bachelor of CommerceChartered AccountantFPC002B Ethics and Professionalism in Financial AdviceFNS60620 Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307804Postcode2302
Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001316389Postcode2302
Bachelor of CommerceFNS60620 Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309565Postcode2302
Bachelor of BusinessFPC002B Ethics and Professionalism in Financial AdviceFNS60620 Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313877Postcode2302
Graduate Certificate in Applied FinanceGraduate Diploma of Financial PlanningSMSF Specialist AdvisorFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2026 (0 years)Registration #001316390Postcode2302
Bachelor of CommerceFNS60620 Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001315101Postcode2302
Bachelor of Commerce with DistinctionGraduate Diploma of Financial PlanningTax for Financial AdvisingCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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