ExperienceSince 1996 (30 years)Registration #000289304Postcode4572
Bachelor of Economics (Accounting)Graduate Diploma in Applied Finance and InvestmentSDIA Accreditation ProgramMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000259252Postcode4572
Diploma of Financial MarketsProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000246014Postcode4572
Bachelor of CommerceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001242554Postcode4572
Diploma of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation FundsASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279668Postcode4572
Bachelor of EngineeringGraduate Certificate in Financial PlanningGraduate Diploma of Applied Finance & InvestmentEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #001005210Postcode4572
Bachelor of Commerce and AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Advice
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000410251Postcode4572
Bachelor of Commerce (Financial Planning)Margin Lending and Geared InvestmentsCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000439611Postcode4572
Master of Business AdministrationGraduate Certificate in Financial PlanningBachelor of ArtsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008824Postcode4572
Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309119Postcode4572
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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