📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
ExperienceSince 1985 (41 years)Registration #001263388Postcode2153
Batchelor of CommerceCertified Financial PlannerDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1997 (29 years)Registration #000248135Postcode2153
Bachelor of Business (Accounting)8 unit Diploma of Financial PlanningSMSF Specialist Advisor ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 suite 313/4 Columbia Ct, Baulkham Hills NSW 2153
ExperienceSince 1997 (29 years)Registration #000308380Postcode2153
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)RG146 Provide advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 15/144 Edward St, Brisbane City QLD 4000
ExperienceSince 1998 (28 years)Registration #000243477Postcode2153
Bachelor of CommerceDiploma of Financial PlanningCFP Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1999 (27 years)Registration #000248701Postcode2153
Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 1999 (27 years)Registration #000249285Postcode2153
Diploma of Superannuation ManagementDiploma of Financial PlanningCertified Financial PlannerCertificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 15/3368 Pacific Hwy, Springwood QLD 4217
ExperienceSince 2000 (26 years)Registration #000245145Postcode2153
Bachelor of Commerce (Accounting)PS 146Graduate DiplomaChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #001272044Postcode2153
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2000 (26 years)Registration #000461575Postcode2153
Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2000 (26 years)Registration #000248356Postcode2153
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)FPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 401/29-31 Solent Cct, Norwest NSW 2153
ExperienceSince 2001 (25 years)Registration #000245101Postcode2153
Margin LendingBCom (Finance)Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
ExperienceSince 2002 (24 years)Registration #000265430Postcode2153
Diploma of Financial PlanningCertificate IV in Financial Services (Finance/Mortgage Broking)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 25 Solent Cct, Norwest NSW 2153
ExperienceSince 2002 (24 years)Registration #000238013Postcode2153
Bachelor of BusinessMaster of EconomicsFinancial Planning SpecialistDoctor of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2003 (23 years)Registration #000264000Postcode2153
Bachelor of Commerce (Human Resource Management and Industrial Relations)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 44, 11/13 Brookhollow Ave, Norwest NSW 2155
ExperienceSince 2003 (23 years)Registration #001008453Postcode2153
Graduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 58 Kings Park Rd, Perth WA 6000
ExperienceSince 2004 (22 years)Registration #000263573Postcode2153
Diploma of Financial Services (Financial Planning)Specialist SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Shop 4/319 Condamine St, Manly Vale NSW 2093
ExperienceSince 2004 (22 years)Registration #000263919Postcode2153
Bachelor of Arts (Actuarial Studies)Actuarial StudiesDiploma of Financial Planning FN 50804Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 58 Kings Park Rd, Perth WA 6000
ExperienceSince 2004 (22 years)Registration #000267300Postcode2153
Margin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2004 (22 years)Registration #000283354Postcode2153
Diploma of Financial AdvisingDiploma of Financial PlanningASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending & Geared Investments Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2005 (21 years)Registration #000284424Postcode2153
Bachelor of Business (Applied Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2005 (21 years)Registration #000414267Postcode2153
Foundation Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 6/71 Queens Rd, Melbourne VIC 3004
ExperienceSince 2005 (21 years)Registration #001005035Postcode2153
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma Of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #000437338Postcode2153
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2006 (20 years)Registration #001003300Postcode2153
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Applied FinanceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3/31 Alfred St, Sydney NSW 2000
ExperienceSince 2007 (19 years)Registration #001004709Postcode2153
Bachelor of Hospitality ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 Level 15/144 Edward St, Brisbane City QLD 4000
ExperienceSince 2010 (16 years)Registration #000344702Postcode2153
Advanced Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementSelf Managed Superannuation FundsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #000420231Postcode2153
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2011 (15 years)Registration #000399532Postcode2153
RG146 in Financial Planning Principles, Insurance, SuperannuationFNS50804 Diploma of Financial Services (Financial Planning)Margin LendingDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2011 (15 years)Registration #000314495Postcode2153
Bachelor of Business (Economics and Finance)Diploma of Financial Services (Financial Planning)SuperConcepts Specialist SMSF CourseTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 8/4A Meridian Pl, Bella Vista NSW 2153
ExperienceSince 2011 (15 years)Registration #000413884Postcode2153
Bachelor of CommerceTax LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2011 (15 years)Registration #001002518Postcode2153
Masters DegreeCertified Financial PlannerDiplomaAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 306/10 Century Cct, Norwest NSW 2153
ExperienceSince 2013 (13 years)Registration #000443544Postcode2153
Bachelor of Commerce (Economics and Finance)Diploma of Financial ServicesDiploma of Superannuation ManagementAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 416/2-8 Brookhollow Ave, Norwest NSW 2153
ExperienceSince 2013 (13 years)Registration #000433860Postcode2153
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 13/201 New South Head Rd, Edgecliff NSW 2027
ExperienceSince 2013 (13 years)Registration #001002183Postcode2153
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2013 (13 years)Registration #001004030Postcode2153
Bachelor of CommerceDiploma of Financial Services & Investment ManagementGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2014 (12 years)Registration #000462076Postcode2153
Bachelor of CommercePostgraduate Diploma in Financial PlanningDiploma of Financial PlanningCertified Financial Planner (CFP) Education Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 44, 11/13 Brookhollow Ave, Norwest NSW 2155
ExperienceSince 2014 (12 years)Registration #001006316Postcode2153
Bachelor of Commerce (Accounting)Bachelor of LawsDiploma of Financial Services (Financial Planning)Advanced Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
ExperienceSince 2015 (11 years)Registration #001235255Postcode2153
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
ExperienceSince 2015 (11 years)Registration #000464418Postcode2153
Bachelor of Business and Commerce (Applied Finance)Advanced Diploma of Financial PlanningDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 335 Hillsborough Rd, Warners Bay NSW 2282
ExperienceSince 2016 (10 years)Registration #001242196Postcode2153
Bachelor of ScienceMaster of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 1 level 20/555 Collins St, Melbourne VIC 3000
ExperienceSince 2016 (10 years)Registration #001239228Postcode2153
Bachelor of Business (Accounting/Finance)Certified Practicing AccountantDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Infinity Park Commercial, Unit 5.03 Level 5/7 Maitland Pl, Norwest NSW 2153
ExperienceSince 2017 (9 years)Registration #001264696Postcode2153
Bachelor Degree of Business (Accounting)Graduate Diploma of Chartered AccountingAccountants SMSF PackageAccounting SMSF Package
Self-Managed Super (SMSF)
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📍 L 11/45 Clarence St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001253470Postcode2153
Diploma of Financial Services (Financial Planning)Bachelor of Business (Accounting)Graduate Certificate in Applied FinanceChartered Accountant (CA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Australia, New South Wales, Sydney, Market St, Suite 4, Level 24
ExperienceSince 2017 (9 years)Registration #001256774Postcode2153
Bachelor of Business AccountingSMSF Adviser (Personal Advice)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 401/29-31 Solent Cct, Norwest NSW 2153
ExperienceSince 2018 (8 years)Registration #001271720Postcode2153
Diploma of Financial Services (Financial Planning)Estate PlanningGraduate Diploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 9 Park St, Coorparoo QLD 4151
ExperienceSince 2018 (8 years)Registration #001264818Postcode2153
Bachelor of Commerce (Finance and Human Resource Management)Tax for Financial Advising Course (DFP5v3)Commercial Law Course (TASACLv1)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 57, MLC Centre, 19-29 Martin Pl, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #001271458Postcode2153
FNS50615SMSF (Personal Advice)Tax Financial AdviserGraduate Dilpoma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 416/2-8 Brookhollow Ave, Norwest NSW 2153
ExperienceSince 2018 (8 years)Registration #001270547Postcode2153
Diploma of Financial PlanningTASA and the TPB Code of professional conductBachelor of Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2018 (8 years)Registration #000466246Postcode2153
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 306/10 Century Cct, Norwest NSW 2153
ExperienceSince 2018 (8 years)Registration #001271549Postcode2153
Bachelor of Business Administration with the Degree of Bachelor of LawsDiploma of Financial PlanningGraduate Diploma of Applied Tax LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Suite 3, Level 4, 29/31 Solent Cct, Norwest NSW 2153
ExperienceSince 2018 (8 years)Registration #000255549Postcode2153
Diploma of Financial AdvisingSelf Managed Superannuation FundsCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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📍 Level 35/100 Barangaroo Ave, Barangaroo NSW 2000
ExperienceSince 2022 (4 years)Registration #001295233Postcode2153
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 605/12 Century Cct, Norwest NSW 2153
ExperienceSince 2024 (2 years)Registration #001308022Postcode2153
Bachelor of CommerceGrapduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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