ExperienceSince 1995 (31 years)Registration #001003798Postcode2291
Certified Financial PlannerDiploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000466165Postcode2291
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000252842Postcode2291
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseTASA and the TPB Code of Professional Conduct CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000234651Postcode2291
Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001000437Postcode2291
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001003933Postcode2291
Bachelor of Commerce8 Unit Diploma of Financial PlanningCFP Certification 1-4 ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239290Postcode2291
Diploma of Financial Services (Financial Planning)Estate PlanningTaxation
Life InsuranceLife Investment
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ExperienceSince 2006 (20 years)Registration #001002266Postcode2291
Bachelor of CommerceDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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ExperienceSince 2007 (19 years)Registration #000314920Postcode2291
Bachelor of EconomicsAdvanced Diploma Financial Services (Financial Planning)5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000335331Postcode2291
Bachelor of CommerceChartered AccountantGraduate Certificate Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001002250Postcode2291
RG146Diploma of Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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ExperienceSince 2009 (17 years)Registration #000342114Postcode2291
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial ServicesGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000341995Postcode2291
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001233264Postcode2291
Bachelor of CommerceCavendish & ICFS Specialist SMSF CourseDiploma of Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2017 (9 years)Registration #001257709Postcode2291
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2017 (9 years)Registration #001255688Postcode2291
Advanced Diploma of Financial Services(Financial Planning)Business Services (Business Sales)Diploma of BusinessDFP5v6 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #000282043Postcode2291
Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001263235Postcode2291
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001268262Postcode2291
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001294173Postcode2291
Graduate Diploma of Financial PlanningSMSF Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001297203Postcode2291
Master of Commerce (Extension)Master of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311533Postcode2291
Bachelor of Business and Enterprise
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001310448Postcode2291
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001314680Postcode2291
Bachelor of Commerce (Finance)Accredited Listed Product Adviser (ALPA)Graduate Diploma of Financial PlanningIntroduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319158Postcode2291
Financial advice Corporation and Commercial LawGraduate Diploma in Financial PlanningProfessionalism and EthicsTaxation Law of Australia
SuperannuationLife InsuranceLife InvestmentRSA Products
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