ExperienceSince 1983 (43 years)Registration #000268734Postcode2120
Taxation LawTax Agent RegistrationAccountants Practice Certificate & FellowDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000231503Postcode2120
Bachelor of CommerceMargin Lending & Geared InvestmentsChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000307186Postcode2120
Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementBachelor of AccountingIntroduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298560Postcode2120
Bachelor of Commerce (Accounting and Finance)FPC009 Complex Financial PlanningFPE011 Debt StrategiesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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