ExperienceSince 2000 (26 years)Registration #000431666Postcode2322
Bachelor of CommerceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #001238505Postcode2322
Certificate in Financial MarketsDiploma Financial ServicesFinancial Adviser ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000305988Postcode2322
Diploma in Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingAged Care Professional Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000322049Postcode2322
Diploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 1Bachelor of Commerce (Finance)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000413846Postcode2322
Diploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramSelf Managed Superannuation Funds ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247555Postcode2322
Bachelor of CommerceGraduate Diploma of Chartered AccountingAccountants SMSF PackageDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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