ExperienceSince 2005 (21 years)Registration #001002830Postcode2230
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #001003875Postcode2230
Bachelor of Commerce (Economics and Financial Planning)Master of Applied FinanceDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000376214Postcode2230
Margin LendingSelf-Managed Superannuation FundsGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004689Postcode2230
Margin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningRG146 Self-Managed Super FundsRG146 Securities & Direct, International Equities and Listed Income Securities (SFP) 2012
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001000099Postcode2230
Professional Diploma in StockbrokingBachelor of Business (Finance/Economics)Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001310398Postcode2230
Bachelor of Commerce Financial PlanningEthics and Professionalism in Financial AdviceFinancial adviser examIntroduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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