ExperienceSince 1989 (37 years)Registration #000230822Postcode2282
Graduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1994 (32 years)Registration #001000416Postcode2282
8 unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #000249383Postcode2282
Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000250333Postcode2282
Bachelor of Economics8 unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #001000178Postcode2282
Diploma of Financial Services Financial PlanningDiploma of Financial Services (Financial Planning)Diploma of Financial Services – Financial PlanningAdvanced Diploma of Financial Services Financial Planning
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2005 (21 years)Registration #001006310Postcode2282
Diploma of Financial MarketsDiploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #001004075Postcode2282
Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003271Postcode2282
Bachelor of Commerce major in Financial Planning (v1)Self Managed Superannuation FundCFP Education ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004109Postcode2282
Certificate IV in Business ManagementDiploma of Financial Services (Financial Planning)Bachelor of Business (Finance)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001003925Postcode2282
Bachelor of Applied FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001002771Postcode2282
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningIntroduction to Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000410451Postcode2282
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000359341Postcode2282
Bachelor of FinanceDiploma Financial Service (Financial Planning) FNS50804RG146 Margin LendingAdvanced Diploma Financial Planning FNS60410
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001237142Postcode2282
Diploma of Financial Services (Financial Planning)Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001006950Postcode2282
Diploma of Financial Services (Financial Planning)Statement of Attainment SMSFAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #001004724Postcode2282
Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000432562Postcode2282
Bachelor of CommerceAdvanced Diploma Financial ServicesProfessional Certificate SMSFSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001000308Postcode2282
Advanced Diploma of Financial Financial PlanningSelf Managed Superannuation FundsBachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2013 (13 years)Registration #001007040Postcode2282
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds ProgramAdvanced Diploma of Financial PlanningMargin Lending Course (928 Knwoledge & Skills)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235036Postcode2282
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2015 (11 years)Registration #000470829Postcode2282
Bachelor of Business (Financial Planning)Diploma of Financial PlanningDFP5v1 Tax for Financial AdvisingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2016 (10 years)Registration #001242682Postcode2282
Bachelor of CommerceGraduate Diploma (ICAA)SMSF Specialisation CourseDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241537Postcode2282
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Certificate in Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241803Postcode2282
Master of BusinessCertificate IV in Finance and Mortgage BrokingCommercial LawDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001271826Postcode2282
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningTASACLv2 Commercial Law
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2018 (8 years)Registration #001268353Postcode2282
Bachelor of Commerce (Finance)Diploma of Financial PlanningBachelor of Business (International Business)Introduction to Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271897Postcode2282
Certificate III in Business AdministrationDiploma of SuperannuationCertificate IV in Business AdministrationDiploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2025 (1 years)Registration #001309302Postcode2282
Graduate Diploma of Financial PlanningFPE011 Debt StrategiesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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