ExperienceSince 1987 (39 years)Registration #000239701Postcode0800
CFPDiploma Of Financial PlanningSelf Managed Superannuation FundsMargin Lending And Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000264022Postcode0800
Diploma of Financial PlanningMargin Lending and Geared InvestmentsAccredited Listed Product Adviser (ASX ALPA) ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000242944Postcode0800
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #001005596Postcode0800
Diploma of Financial AdvisingSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000242928Postcode0800
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000437047Postcode0800
Diploma of Financial PlanningCertified Financial PlannerSMSF Specialist Adviser (SSA) AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000242956Postcode0800
Advanced Diploma Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000291631Postcode0800
Professional Diploma in StockbrokingASX Markets Responsible Executive ExamTASA and the TPB Code of Professional ConductGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000404256Postcode0800
Bachelor of Business (Financial Planning)Responsible Executive Markets ExamSMSF Specialist AdviserTASA and TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000311947Postcode0820
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001004998Postcode0800
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001252002Postcode0800
Bachelor of Arts in Economics and SociologyMaster of Science in International Management and Global BusinessAdvanced Diploma of Financial PlanningCertified Financial Planner Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242234Postcode0820
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma in Stockbroking and Financial AdvisingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265561Postcode0800
CFA Level 1Master of AccountingDiploma in Financial PlanningGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318290Postcode0800
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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