ExperienceSince 1990 (36 years)Registration #000309384Postcode2073
Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000260960Postcode2073
Bachelor of EconomicsMaster of Business (Applied Finance)CFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000309385Postcode2073
Master of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFASEA ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001003100Postcode2073
Bachelor of Business (Human Resource Management)Advanced Diploma of Financial Services (Financial Planning) FNB604025 unit CFP Certification ProgramProfessional Diploma in Stockbroking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000322741Postcode2073
Diploma of Financial ServicesEthics and Professionalism in Financial AdviceFASEA ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001007269Postcode2073
Bachelor of BusinessDiploma of Financial Services (Financial Planning)CFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000380001Postcode2073
Bachelor Applied Finance and Commerce-MarketingDip Financial PlanningInstitute of Chartered AccountantsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001232754Postcode2073
Bachelor of Business (Finance)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000464556Postcode2073
Bachelor of BusinessDiploma of Financial ServicesInstitute of Chartered AccountantsTax (Financial) Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001286070Postcode2073
Masters of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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