ExperienceSince 1977 (49 years)Registration #000239971Postcode2232
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner (FChFP)Ethics and Professional Standards for Financial AdvisersCommercial Law
SuperannuationLife InsuranceLife Investment
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ExperienceSince 1988 (38 years)Registration #000265149Postcode2232
Bachelor of Commerce (Accounting, Finance & Systems)Bachelor of CommerceCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1993 (33 years)Registration #000274383Postcode2232
Advance Diploma of AccountingTaxation PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1995 (31 years)Registration #000260947Postcode2232
Exemption DFP 1 Introduction to Financial PlanningDFP 2Exemption DFP 4 Retirement PlanningExemption DFP 3 Investment Planning 1
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #000343024Postcode2232
Diploma in Financial Markets8 unit Diploma of Financial PlanningMargin LendingGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001006460Postcode2232
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000248092Postcode2232
Diploma of Financial PlanningSMSF AccreditationFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1998 (28 years)Registration #000243310Postcode2232
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentRSA Products
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ExperienceSince 1998 (28 years)Registration #000301762Postcode2232
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000451868Postcode2232
Diploma of Financial PlanningMargin Lending ProgramPrinciples in Self Managed Superannuation Funds CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000248617Postcode2232
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Finance and Mortgage Broking ManagementFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000283399Postcode2232
Bachelor of CommerceCertified Practising AccountantSpecialist in Financial PlanningAustralian Society of Certified Practicing Accountants (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000250980Postcode2232
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Master of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000249227Postcode2232
Advanced Diploma of AccountingAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000246603Postcode2232
Bachelor of BusinessAccredited Listed Product Adviser (ASX ALPA) ProgramMargin Lending and Geared InvestmentsSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000247995Postcode2232
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000263557Postcode2232
Diploma of Financial Services (Financial PlanningAdvanced Diploma of Financial Services (Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000234899Postcode2232
Bachelor of BusinessICAA Professional YearDiploma of Superannuation ManagementSkills Assessment/Diploma of Financial Planning (DFP8)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000294467Postcode2232
Bachelor of CommerceChartered Accountant ProgramGraduate Certificate of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000298448Postcode2232
Bachelor of Business (Banking & Finance)DFP 1DFP 3DFP 2
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000320839Postcode2232
Bachelor of Business (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000349955Postcode2232
Bachelor of CommerceCertified Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000420152Postcode2232
Bachelor of EconomicsCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #001002243Postcode2232
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000398567Postcode2232
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Applied Finance and InvestmentSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001006320Postcode2232
Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000458494Postcode2232
Advanced Diploma of Financial PlanningDiploma Financial PlanningPrinciples in Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001239852Postcode2232
Bachelor of Commerce (Financial Planning)Bachelor of LawsGraduate Diploma of Legal Practice5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001271713Postcode2232
Bachelor of Commerce (Finance and Financial Planning)TASA and the TPB Code of Professional Conduct CourseMargin Lending Specialist CourseEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293668Postcode2232
Bachelor of CommerceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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