ExperienceSince 1999 (27 years)Registration #000238131Postcode2539
Bachelor of Economics, Double major in Economics and Business LawAdvanced Diploma in Financial PlanningSMSF Specialist AdviserEstate Planning Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002840Postcode2539
DFP Competencies (DFP1-7)Economic and Legal Context for Financial Planning Course (FPC001B)Ethics and Professionalism in Financial Advice Course (FPC002B)Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000284461Postcode2539
Bachelor of Commerce (includes Commercial Law)Graduate Diploma of Financial PlanningSpecialist SMSF courseEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001001194Postcode2539
Bachelor of Commerce (Accounting)Advanced Diploma of Financial Services (Financial Planning)Master of Financial Planning (Distinction)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000456468Postcode2539
Diploma of Financial ServicesAdvanced Diploma of Financial Services Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Plannning (includes Commercial Law)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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