ExperienceSince 1980 (46 years)Registration #000247772Postcode2750
Diploma of Financial PlanningSelf-Managed SuperannuationAccredited Listed Product Advisor ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000260427Postcode2750
Bachelor of CommerceBachelor of LawsDiploma of Financial Planning (DFP 1-8)ASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000309371Postcode2750
Certified Financial Planner (CFP)Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser Education ProgramASX Listed Products Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000248078Postcode2751
Diploma of Business (Banking and Finance)Diploma of Financial Planning (8 units)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000306562Postcode2750
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000406161Postcode2750
Certificate in Financial MarketsGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000249623Postcode2750
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000250498Postcode2750
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)MAA728 Financial Behaviour and Decision Making
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001005630Postcode2750
Diploma of Financial Planning200869 Principles of TaxationMaster of Commerce (Financial Planning)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000282583Postcode2750
Diploma of Financial AdvisingMargin Lending and Geared InvestmentsSMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000295857Postcode2750
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000295174Postcode2750
Diploma of Financial Services (Financial Planning)Bachelor of Business (Applied Finance)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288549Postcode2750
Bachelor of Business (Economics and Law)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302493Postcode2750
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001001822Postcode2750
Diploma of Financial PlanningAdvance Diploma of Financial PlanningMaster of Business Administration (MBA)FASEA Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000309373Postcode2750
Advanced Diploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #001002964Postcode2750
Bachelor of FinanceDiploma of Finanical ServicesAdvanced Diploma of Financial ServicesCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000414246Postcode2750
Advanced Diploma of AccountingDiploma of Financial ServicesSMSF Foundation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001006121Postcode2750
200184 Introduction to Business LawBachelor of Business & Commerce (Applied Finance)Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000470238Postcode2750
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Provider Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000450430Postcode2750
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)928 Margin LendingCavedish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236972Postcode2750
Accredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246189Postcode2750
Bachelor of Finance and AdministrationChartered AccountantCA SMSF SPECIALISTDIPLOMA OF FINANCIAL PLANNING
Superannuation
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ExperienceSince 2016 (10 years)Registration #001246953Postcode2750
Master of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001271443Postcode2750
Bachelor of CommerceCHARTERED ACCOUNTANTMaster of CommerceCPA PROGRAM
Superannuation
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ExperienceSince 2018 (8 years)Registration #001270313Postcode2750
Bachelor of Business and Commerce (Applied Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001270302Postcode2750
LAW 101 Law, Business and SocietyACCY228: Taxation for Financial PlannersBachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299292Postcode2750
Diploma of Financial PlanningBachelor of Business (Financial Planning)Accredited Listed Product Adviser ProgramDebt Strategies
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2024 (2 years)Registration #001305132Postcode2750
Graduate Diploma in Financial PlanningAccredited Listed Product Adviser ProgramMargin Lending SpecialistSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304311Postcode2750
Masters of CommerceGraduate Diploma of Financial PlanningSMSF Specialist AdvisorMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317889Postcode2750
Bachelor of Accounting (Financial Planning and Taxation)FPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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Registration #001319935Postcode2750
Bachelor of Business (Human Resource Management)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentRSA Products
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Registration #001318381Postcode2750
Graduate Diploma in financial planningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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