ExperienceSince 1993 (33 years)Registration #000263932Postcode2430
Associate Diploma of Business (Accounting)Diploma of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000242862Postcode2430
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Provide advice in Margin LendingSMSF Knowledge
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000292639Postcode2430
Diploma of Financial Services (Financial Planning)Bachelor of BusinessCertificate IV in Financial Services (Mortgage Broking)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000311283Postcode2430
Bachelor of BusinessBachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000423689Postcode2430
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000459181Postcode2430
Bachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)Margin LendingTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252692Postcode2430
Bachelor of EconomicsChartered AccountantDiploma in Financial PlanningSelf Managed Superannuation Funds Statement of Attainment
SuperannuationLife InsuranceLife Investment
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