ExperienceSince 1985 (41 years)Registration #000278369Postcode4010
Life InsuranceFinancial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000379644Postcode4010
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Graduate Diploma Applied Finance (Financial Planning)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000227020Postcode4010
Advanced Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Super FundsSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000353194Postcode4010
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001006413Postcode4010
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPA Financial Planning Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004649Postcode4010
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000419312Postcode4010
Diploma of Financial Planning FNS50611RG146 SecuritiesAdvanced Diploma of Financial PlanningRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000470609Postcode4010
Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #000465061Postcode4010
Bachelor of Business (Accounting)CPA ProgramAccountant's SMSF PackageFoundations of Financial Planning Part B: Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #000449972Postcode4010
Bachelor of CommerceGraudate Diploma of Applied Finance and InvestmentTASA and the TPB Code of Professional ConductTier 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270373Postcode4010
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001289593Postcode4010
Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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