ExperienceSince 2004 (22 years)Registration #001003964Postcode2428
Diploma of Financial PlanningEthics and Professionalism in Financial AdivceFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #001007589Postcode2428
Diploma of Financial Planning (1-8)Margin Lending and Geared InvestmentsASX Listed Product Accreditation CourseSpecialist Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004084Postcode2428
Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000410254Postcode2428
Bachelor of Business (Applied Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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