ExperienceSince 1996 (30 years)Registration #000244804Postcode2570
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)ALPA Accredited Listed Product AdviserSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001003326Postcode2570
Bachelor of ScienceDiploma of Financial PlanningMargin Lending & Geared InvestmentSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000275432Postcode2570
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000410507Postcode2570
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 2017 (9 years)Registration #001253856Postcode2570
Bachelor Of BusinessMasters of CommerceProfessional EthicsIssues in Commercial and Financial Services Law
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001259232Postcode2570
Bachelor of Commerce (Accounting)Bachelor of LawsMaster of Financial PlanningSSA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267517Postcode2570
Bachelor of Business and Commerce (Applied Finance)Bachelor of LawsDiploma of Financial PlanningCertiifed Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285348Postcode2570
Bachelor of EducationMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307615Postcode2570
Bachelor of Accounting (Financial Planning and Taxation)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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