ExperienceSince 1999 (27 years)Registration #000229647Postcode2074
Bachelor of CommerceGradute Diploma in Financial PlanningCertified Financial PlannerASX Accredited Listed Products Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000321298Postcode2074
Bachelor of Economics (Actuarial Studies & Finance)Graduate Diploma in Financial PlanningCertificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000316376Postcode2074
Bachelor DegreeAdvanced DiplomaCFPCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000439914Postcode2074
Master of Commerce (Finance)Master of Commerce (Finance)Master of Taxation LawMaster of Taxation Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254273Postcode2074
Diploma in Financial PlanningAdvanced Diploma in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318769Postcode2074
Diploma of Leadership and ManagementGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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