ExperienceSince 1999 (27 years)Registration #000380287Postcode2113
Bachelor of Business (Accounting major)CPA ProgramCertified Financial PlannerFinancial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000291383Postcode2113
Bachelor of EconomicsDiplomaof Financial PlanningRisk ManagementCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000304855Postcode2113
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000364316Postcode2113
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerGraduate Certificate of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000430287Postcode2113
Bachelor of Economics (Economics and Finance)Graduate Diploma in Applied Finance and Investment (Treasury)Graduate Diploma of Financial PlanningMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246652Postcode2113
Bachelor of Business (Financial Planning majorFPC002B Ethics and Professionalism in Financial Advice.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253420Postcode2113
Bachelor of Commerce (Marketing)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments (DFP4)Self Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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