ExperienceSince 1989 (37 years)Registration #000266905Postcode1590
Diploma in Fiancial Services ( Financial Planning )Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000248430Postcode2065
Diploma of Financial PlanningSelf Managed Superannuation FundsSMSF Specialist Advisor ProgramAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000234833Postcode2065
Diploma of Financial PlanningCertified Financial PlannerMargin Lending & geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000249282Postcode2065
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000249486Postcode2065
Master of Business AdministrationDiploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000278242Postcode2065
Bachelor of Business (Accounting)Graduate Diploma in Applied Finance and Investment8 Unit Diploma of Financial PlanningCFP Certification 1-4 Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000460002Postcode2065
Diploma of Financial MarketsDiploma in Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000294778Postcode2065
Bachelor of BusinessMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertificate IV Finance/Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001005099Postcode2065
Bachelor of CommerceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000307325Postcode2065
Bachelor of Business (Banking & Finance)ASX Accredited Listed Products AdviserAdvanced Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000417492Postcode2065
Diploma of Financial PlanningAccredited CPD AssessorMaster of Commerce (Financial Planning)2010 Certified Investment Management Analysts (CIMA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000337372Postcode2065
Bachelor of Arts (Psychology)The Securities & Derivatives Industry Association (SDIA) Accreditation ProgramDFS Module 4 Wealth Creation & Retirement PlanningGraduate Diploma Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000438695Postcode2065
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000410616Postcode2065
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259499Postcode2065
Bachelor of Commerce (Finance and Financial Planning)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001250206Postcode2065
Bachelor of Art (Hons)Diploma of Financial Service (Financial Planning)Accredited Derivatives Adviser Level 1 & 2Margin Lending Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001262910Postcode2065
Bachelor of CommerceDiploma of Financial Planningthics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001273031Postcode2065
Bachelor of Business Finance (Major), Economics, Specialist Country Studies (sub Majors)Master of Arts in International StudiesBachelor of Science (Honours)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272408Postcode2065
Bachelor of FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001296978Postcode2065
Master of International BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298532Postcode2065
Master of Professional EconomicsGraduate Diploma in Financial PlanningEthics and Professionalism in Financial AdviceSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305405Postcode2065
Graduate Diploma in Financial PlanningSMSF Regulations and TaxationMaster of Financial PlanningMargin Lending Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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