ExperienceSince 1990 (36 years)Registration #000252755Postcode2444
Diploma of Financial PlanningPS146SMSF Specialist Adviser CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000239724Postcode2444
Diploma Financial PlanningSMSFAOLimited Recourse Borrowing Advice Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #001004887Postcode2444
Bachelor of BusinessGraduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial PlanningTax Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000250347Postcode2444
Bachelor of Agricultural EconomicsCertified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1998 (28 years)Registration #000258195Postcode2444
Diploma of Financial Services (Financial Planning)
Life InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000436330Postcode2444
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000252610Postcode2444
Advanced Certificate in AccountingDiploma of Financial PlanningCertified Financial Planner Education ProgrammeFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000259176Postcode2444
Bachelor of Business (Finance/Marketing Management)Diploma of Financial PlanningCertified Financial Planner Education ProgramSuperannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000279542Postcode2444
Bachelor of EconomicsDiploma of Financial PlanningCertified Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000242509Postcode2444
Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000271551Postcode2444
Certificate iV in Financial PlanningDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000253516Postcode2444
Bachelor of CommerceDiploma of Financial Planning (8 Units)Self Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000444276Postcode2444
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000266758Postcode2444
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000309388Postcode2444
Bachelor of Business (Financial Planning)CERTIFIED FINANCIAL PLANNERFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003697Postcode2444
Bachelor Applied Science (Coastal Management)Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000271460Postcode2444
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Certificate III in Financial ServicesAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000294648Postcode2444
Advanced Diploma of AccountingAdvanced Diploma of Financial Services (Financial Planning)Bachelor of FinanceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307945Postcode2444
Advanced Diploma of Financial Services (Financial Planning)Sharemarket investing for long-term gainASX Listed Products Accreditation CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307725Postcode2444
Bachelor of CommerceSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002173Postcode2444
Bachelor of Business (Accountancy)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #001004774Postcode2444
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002499Postcode2444
Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial PlanningSMSF Specialist AdvisorTax For Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329582Postcode2444
Bachelor of BusinessMasters of International RelationsMasters of Applied Finance (Financial Planning)
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000377444Postcode2444
Master of Business in FinanceAdvanced Diploma of Financial Services (Financial Planning)Diploma Financial Services (Financial Planning) FNS50804Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000431776Postcode2444
Bachelor of Economic and Social SciencesProfessional Diploma in StockbrokingMaster of Applied FinanceDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004223Postcode2444
Diploma of Financial ServicesMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345494Postcode2444
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000365082Postcode2444
Margin Lending and Geared InvestmentsMaster of Commerce (Financial Planning, Economics and Finance)5 Unit CFP Certification ProgramAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000419850Postcode2444
Bachelor of Business (Accounting)Margin Lending Accreditation ProgramMaster of Applied Finance (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000329246Postcode2444
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Aged Care Professional ProgramSelf Managed Superannuation Fund Adviser (Personal Advice) Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004831Postcode2444
Foundations of Law LEGL1001Taxation BLW22Bachelor of Commerce (Finance)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438317Postcode2444
Diploma of Financial PlanningProfessional Diploma in StockbrokingAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002955Postcode2444
ASIC RG 146Diploma of Financial ServicesBachelor of Business (Insurance and Finance)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002547Postcode2444
Bachelor of BusinessMaster of Applied FinanceDiplomaEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244822Postcode2444
Bachelor of Business (Accounting)CPADiploma of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239075Postcode2444
Bachelor of Business (Accounting and Financial Planning)Diploma Of Financial PlanningAdvanced Diploma Of Financial PlanningSelf Managed Super Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258961Postcode2444
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Financial Planning Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251241Postcode2444
Bachelor of ScienceDiploma of Financial PlanningMaster of International Finance/ Master of Professional AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272261Postcode2444
4977 Introduction to Business LawBachelor of International BusinessDiploma of Financial PlanningFPC001B Economic and Legal context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270130Postcode2444
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285939Postcode2444
Bachelor of EconomicsMaster of CommerceGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306691Postcode2444
Bachelor of Business (Financial Management)Business and Corporations LawGraduate Diploma of Financial PlanningTaxation Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317745Postcode2444
Bachelor of AccountingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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Registration #001316079Postcode2444
BACHELOR OF BUSINESS (FINANCIAL PLANNING)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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