ExperienceSince 2000 (26 years)Registration #000242802Postcode2528
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000270428Postcode2528
Bachelor of Commerce in AccountingGraduate Diploma in Applied Finance & InvestmentFellow of Financial Services Institute of AustraliaMaster of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338049Postcode2528
Bachelor of Commerce (Finance and Management)Advanced Diploma of Financial Services (Financial Planning)DPML Margin LendingASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004152Postcode2528
5 Unit CFP Certification ProgramBachelor of Commerce (Economics)Graduate Certificate of Financial PlanningGraduate Diploma of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438860Postcode2528
Bachelor of Commerce (Financial Planning & Management)Cavendish & ICFS Specialist SMSF Course928 Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000460742Postcode2528
Bachelor of Commerce (Financial Planning)Tier 1 Margin LendingSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255964Postcode2528
Bachelor of Commerce (Financial Planning)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285026Postcode2528
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsTeir 1 Margin Lending Personal AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295834Postcode2528
Bachelor of Commerce (Finance & Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302528Postcode2528
Bachelor of Commerce (Accountancy & Finance)Graduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308683Postcode2528
Graduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312687Postcode2528
Bechelor of Commerce (Finance & Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313182Postcode2528
Bachelor of Commerce (Finance & Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Reglations and TaxationMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310369Postcode2528
Bachelor of Commerce (Finance & Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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