ExperienceSince 1996 (30 years)Registration #000250867Postcode4214
Diploma of Financial PlanningSMSF Specialist Advisor Accreditation ProgramTASACLTFA V1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001234314Postcode4214
Bachelor of Business (Accounting)Graduate Diploma in Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000248524Postcode4214
Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic & Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001003975Postcode4214
Diploma of Financial Services (Financial Planning)Commercial Law CertificationTax for Financial Advising Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000462055Postcode4214
Diploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001244038Postcode4214
Master of Professional AccountingDiploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266986Postcode4214
RG146Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001310542Postcode4214
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001318530Postcode4214
Bachelor of Commerce (Majoring in Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001317278Postcode4214
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001282999Postcode4214
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001320172Postcode4214
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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