ExperienceSince 1997 (29 years)Registration #000403728Postcode4006
Bachelor of Commerce (Industrial Relations)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000264435Postcode4006
BA (Hons) Business StudiesCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000235863Postcode4006
Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Applied Finance and InvestmentMargin Lending & Geared InvestmentsSMSF Specialist Advisor Designation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000263500Postcode4006
Bachelor of Commerce (Banking and Finance) (Qualification)Master of Financial PlanningMargin Lending & Geared InvestmentsSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279726Postcode4006
Bachelor of Business (Agribusiness)Diploma of Financial ServicesGraduate Diploma of Applied Finance & InvestmentFinancial Adviser Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000248734Postcode4006
Commercial Law for Tax (Financial) AdvisersDiploma of Financial PlanningGraduate Certificate in Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000343218Postcode4006
Bachelor in Music (Accompanying)Diploma of Financial Services (Superannuation)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000423662Postcode4006
Margin Lending & Geared InvestmentsBachelors of Commerce (Banking, Finance and Financial Planning)Self Managed Superannuation Fund AdviserFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000460773Postcode4006
Diploma of Financial PlanningProvide Advice in Margin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001245533Postcode4006
Bachelor of Commerce (Accounting and Finance)Diploma in Financial PlanningAdvanced Diploma in Financial PlanningFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271949Postcode4006
Bachelor of CommerceBachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001283839Postcode4006
Business & CommerceMargin Lending
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001297407Postcode4006
Bachelor of Commerce (Financial Planning)FASEA Adviser ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299046Postcode4006
Bachelor of Commerce with a Major in FinanceMaster of Financial PlanningFinancial Adviser ExamCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306515Postcode4006
Graduate Certificate in Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001306581Postcode4006
7269AFEBachelor of commerce
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2025 (1 years)Registration #001312259Postcode4006
Bachelor of Business (Finance)Bachelor of Business (Financial Planning)Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentRSA Products
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