ExperienceSince 2003 (23 years)Registration #000273574Postcode2293
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Planning (DFP1-8)Certified Financial Planner (CFP)Bachelor of Economics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001007281Postcode2293
Associate Diploma in Business (Accounting)Bachelor of Commerce (Accounting)Diploma of Financial PlanningCFP Education Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #001007275Postcode2293
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending & Geared Investments Statement of AttainmentSelf Managed Superannuation Funds Statement of Attainment
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2011 (15 years)Registration #000392658Postcode2293
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #001004359Postcode2293
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001250378Postcode2293
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2015 (11 years)Registration #001008696Postcode2293
Diploma of Financial PlanningSMSF Specialist Advisor CourseAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237462Postcode2293
Graduate Diploma of Applied Finance and InvestmentDiploma of Financial PlanningSelf Managed Super FundsEthics and Professionalism in Financial Advice (FPC002B)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2018 (8 years)Registration #001272656Postcode2293
Bachelor of Commerce (Financial Accounting)Self Managed Superannuation Fund Adviser (Personal Advice)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice (FPC002B)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2024 (2 years)Registration #001309211Postcode2293
Bachelor of Business/CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2024 (2 years)Registration #001309214Postcode2293
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2024 (2 years)Registration #001309213Postcode2293
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2025 (1 years)Registration #001315736Postcode2293
Bachelor of Engineering (Electrical & Electronics Engineering)Master of Business AdministrationMaster of Applied FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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