ExperienceSince 2001 (25 years)Registration #001004892Postcode4036
Diploma Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #001005022Postcode4036
Bachelor of Business (Accountancy)Graduate Diploma of Applied Finance and Investment8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #001004900Postcode4036
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Graduate Certificate of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001302557Postcode4036
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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