ExperienceSince 1981 (45 years)Registration #000267018Postcode2800
Graduate Diploma of Financial PlanningMaster of Applied FinanceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1987 (39 years)Registration #000239830Postcode2800
Diploma of Financial Planning (Certified Financial Planner Designation)SMSF Specialist Advisor (SSA) AccreditationGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001004631Postcode2800
Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000433395Postcode2800
Bachelor of Commerce (Accounting)Graduate Diploma of Applied FinanceMargin Lending and Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000295272Postcode2800
Bachelor of Business (Finance/Banking)Graduate Diploma of Applied Finance (Financial Planning)Margin Lending Accreditation ProgramDFP5v1 Tax for Financial Advising
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001237313Postcode2800
Bachelor of Business (Finance/Legal Studies)Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001253135Postcode2800
Bachelor of Commerce/EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000340598Postcode2800
Bachelor of Applied Science (Systems Agriculture)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000306672Postcode2800
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial Planning (Historical SIA / FINSIA)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312143Postcode2800
Bachelor of Business (Accounting)Graduate Certificate of Financial PlanningGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2008 (18 years)Registration #001002278Postcode2800
Bachelor of Business (Finance & Business Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000235061Postcode2800
Bachelor of EconomicsCertified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341896Postcode2800
Bachelor of BusinessGraduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA)Diploma of Financial ServicesFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #001001859Postcode2800
Bachelor of CommerceGraduate Diploma of Financial PlanningASX Accredited Derivatives Adviser Level 1 & 2Financial Services Tier 1 Compliance Program
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340972Postcode2800
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000336814Postcode2800
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds ProgramDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004017Postcode2800
4977 Introduction to Business Law6417 Revenue LawBachelor of EconomicsMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000401068Postcode2800
Diploma of Financial PlanningMargin LendingGraduate Certificate in Commerce (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001004205Postcode2800
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438684Postcode2800
Advanced Diploma of Financial PlanningMargin LendingSelf Managed Super FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000445642Postcode2800
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001252650Postcode2800
Bachelor of Farm ManagementMaster of Commerce (Professional Accounting)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2017 (9 years)Registration #001254718Postcode2800
Diploma of Financial PlanningBachelor of Business Studies5 Unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251930Postcode2800
Diploma of Financial PlanningDFP5v3 Tax for Financial AdvisingTASACLv1 Commerical LawSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272272Postcode2800
Bachelor of ScienceBachelor of Business (Accounting)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303252Postcode2800
Bachelor of Business (Leadership and Management)Bachelor of Commerce (Economics and Finance)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001314621Postcode2800
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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