ExperienceSince 1982 (44 years)Registration #000231314Postcode2340
Registered Tax AgentGraduate Diploma of Financial ManagementMasters Degree in Business AdministrationBachelor of Laws (Hons)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1988 (38 years)Registration #001006278Postcode2340
Bachelor of Science in AgricultureMaster of Science in AgricultureCertified Financial PlannerFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1989 (37 years)Registration #000254405Postcode2340
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1991 (35 years)Registration #000231685Postcode2340
Bachelor of Financial AdministrationChartered Accountant (CA)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000288825Postcode2340
Certified Financial PlannerDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001005661Postcode2340
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000307492Postcode2340
Bachelor of Arts (Economics), Graduate Diploma in Business StudiesGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001000947Postcode2340
Bachelor of Financial AdministrationDiploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000235060Postcode2340
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239436Postcode2340
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000263537Postcode2340
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000282122Postcode2340
Bachelor of Financial AdministrationCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000277980Postcode2340
Bachelor of Business (Accounting and Finance)Chartered Accountant (CA)Graduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000335525Postcode2340
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning) FNS50804Financial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000302599Postcode2340
BApp ScDiploma of Financial ServicesASX Listed Products Adviser
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000258456Postcode2340
Bachelor of EconomicsGraduate Diploma in Financial PlanningTier 2 Compliance SolutionEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000472252Postcode2340
Bachelor of Financial AdministrationAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2007 (19 years)Registration #001000271Postcode2340
Bachelor of Business ScienceDiploma of Financial Services (Financial Planning)Chartered Financial AnalystMaster of Business Research
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001002437Postcode2340
Diploma of Financial Planning FNS50804Margin LendingAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001006096Postcode2340
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000318369Postcode2340
Bachelor of Business (Finance)Masters of Professional AccountingAdvanced Diploma in Financial Services (Financial Planning)FCB002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000330261Postcode2340
Bachelor of Financial AdministrationChartered AccountantDiploma of Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001002606Postcode2340
Bachelor of AgribusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000401611Postcode2340
Bachelor of Business (Agriculture Commerce)Diploma Financial Services (Financial Planning) FNS50804RG146 Securities & DerivativesAdvanced Diploma of Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000323904Postcode2340
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)Specialist SMSF CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000424962Postcode2340
Bachelor of Business (Finance)Graduate Certificate of Financial PlanningCertified Financial PlannerSMSF Specialist Adviser
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #001004449Postcode2340
Bachelor of Business (Financial Management)Diploma of Financial PlanningFPA Aged Care SpecialistSuperConcepts SMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001234448Postcode2340
Diploma of CommerceGraduate Certificate in Financial ServicesSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000468882Postcode2340
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234408Postcode2340
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237858Postcode2340
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial PlanningSMSF Specialist Advisors
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272719Postcode2340
Bachelor of Business StudiesDiploma of Financial PlanningFPC006 Taxation for Financial PlanningFPC001B Economic and Legal context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297355Postcode2340
Bachelor of CommerceGraduate Diploma of Financial PlanningCertificate of Attainment RG146 Generic KnowledgeRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306461Postcode2340
Diploma of Financial PlanningGraduate Diploma of Financial PlanningSuper Concepts Specialist SMSF CourseMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306100Postcode2340
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314908Postcode2340
Bachelor of Business in ManagementBachelor of Business in Sports ManagementGraduate Diploma of FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001319032Postcode2340
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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