ExperienceSince 2000 (26 years)Registration #001005855Postcode2500
Bachelor of Commerce (Finance & Economics)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249894Postcode2500
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Bachelor of Business, Financial Planning with DistinctionMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000301493Postcode2500
Bachelor of CommerceGraduate Diploma of Financial PlanningSelf Managed Superannuation FundsFASEA Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #001005585Postcode2500
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329817Postcode2500
Bachelor of Commerce (Accounting & Financial Planning)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000387196Postcode2500
Bachelor of Business (Business Management)Certificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001002553Postcode2500
Bachelor of Applied FinanceDiploma of Financial Planning FNS50804Self Managed Superannuation FundsRG146 DPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000467171Postcode2500
Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningAdvanced Diploma Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260604Postcode2500
Diploma of Financial PlanningALPA Accredited Listed Product AdviserGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270432Postcode2500
Diploma of Financial Services (Financial Planning)FASEABachelor of Commerce (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001317988Postcode2500
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Registration #001317201Postcode2500
Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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