ExperienceSince 1994 (32 years)Registration #000224074Postcode2541
Diploma of Financial Planning (8 units)Ethics and Professionalism in Financial Advice Course (FPC002B)Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000245131Postcode2541
Certified Financial PlannerDiploma of Financial Planning (1-8)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000244766Postcode2541
Diploma in AccountingSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001003945Postcode2541
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000263949Postcode2541
Self Managed Superannuation FundsAdvanced Diploma Financial PlanningAFA 1 Business Strategy for Financial AdvisersAFA 2 Client Experience Strategy
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000274699Postcode2541
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000343430Postcode2541
Bachelor of Business Double Major in Economic and FinanceASX Accredited Derivatives Adviser Level 2Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000321665Postcode2541
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000456297Postcode2541
Bachelor of Commerce (Finance and Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001313359Postcode2541
UO Business Law LAWS 1019UO Companies and Partnership Law COML2020UO Taxation Law 1 ACCT3016Accredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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