ExperienceSince 2000 (26 years)Registration #000244734Postcode2485
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000239448Postcode2485
Diploma of Financial PlanningCertificate in Applied Self Managed Super Fund AdviceASX Listed Product Accreditation CourseReal Estate sales licence
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278025Postcode2485
Bachelor of CommerceGraduate Diploma Financial PlanningASX Listed Products Accreditation CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001004668Postcode2485
Bachelor of BusinessFinancial Services (Financial Planning)Financial Services (Financial Planning)CFP-Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262979Postcode2485
Graduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingSelf Managed Super FundsTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001317714Postcode2485
Bachelor of Commerce (Majoring in Finance)Taxation for Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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