ExperienceSince 1989 (37 years)Registration #000423862Postcode4218
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMargin LendingAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1991 (35 years)Registration #001235125Postcode4218
DFP 1-5Margin Lending & Geared InvestmentsSelf Managed Superannuation FundsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001005056Postcode4218
Self Managed Superannuation FundsMargin Lending and Geared InvestmentsFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001005056Postcode4218
Self Managed Superannuation FundsMargin Lending and Geared InvestmentsFNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001005687Postcode4218
Bachelor of Commerce (Economics and Marketing)Diploma of Financial PlanningFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000336729Postcode4218
Level One & Two Accredited Derivatives AdviserPS146Fundamentals of Fixed Interest InvestingStock Markets and Products
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000336237Postcode4218
Bachelor of BusinessDiploma in Market ResearchGraduate Diploma of Financial PlanningASX Accredited Derivatives Adviser
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #001000298Postcode4218
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000248496Postcode4218
Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000447510Postcode4218
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)ALPAFPE020
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000245020Postcode4218
Bachelor Of CommerceGraduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramFINSIA
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000245020Postcode4218
Bachelor Of CommerceGraduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramFINSIA
Life Insurance
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ExperienceSince 2004 (22 years)Registration #000275984Postcode4218
Diploma of Financial AdvisingMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000274560Postcode4218
Diploma of Financial MarketsDiploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000267887Postcode4218
RG146 CompliantCore 2 Professional Standards Accreditation ProgramMargin Lending Accreditation ProgramStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000299742Postcode4218
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial Advice FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002911Postcode4218
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001000375Postcode4218
Bachelor Commerce/Business ManagementGraduate DiplomaStatement of Attainment: SecuritiesStatement of Attainment: Super
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314767Postcode4218
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000462342Postcode4218
Bachelor of CommerceDiploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002698Postcode4218
ASX Accredited Derivatives Adviser Level Two ExamBachelor of CommerceMargin Lending and Geared Investments924 Superannuation & Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #001002698Postcode4218
ASX Accredited Derivatives Adviser Level Two ExamBachelor of CommerceMargin Lending and Geared Investments924 Superannuation & Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #001002703Postcode4218
Bachelor of CommerceFoundations of Financial Planning Part B: Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)921 Managed Investments
SecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000288857Postcode4218
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001001500Postcode4218
Graduate Certificate in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001242582Postcode4218
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340338Postcode4218
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)TASA and the TPB Code of Professional ConductEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001005232Postcode4218
Bachelor of Business (Banking and Finance)Bachelor of International FinanceASX Accredited Derivatives Adviser Level Two ExamSecurities & Derivatives Industry Associatio (SDIA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001005232Postcode4218
Bachelor of Business (Banking and Finance)Bachelor of International FinanceASX Accredited Derivatives Adviser Level Two ExamSecurities & Derivatives Industry Associatio (SDIA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001003698Postcode4218
Bachelor of Commerce (Accounting)Graduate Diploma of Chartered AccountingDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000321974Postcode4218
Bachelor of Commerce (Financial Planning)/Bachelor of International BusinessGearing & Margin Lending CertificationSMSF CertificationAccredited Derivatives Adviser Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #001003206Postcode4218
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000432975Postcode4218
Graduate Diploma of Financial PlanningCertified Financial PlannerDFP5v4 Tax for Financial AdvisingTASACLv2 Commercial law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000285835Postcode4218
DiplomaAdvanced DiplomaSelf Managed Superannuation Fund Adviser (Personal Advice)Graduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001002961Postcode4218
Bachelor of Commerce (Management and Marketing)Diploma Financial Planning FNS50611Graduate diploma of financial planningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000465418Postcode4218
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007550Postcode4218
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008231Postcode4218
Bachelor of Business (Information Management)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243148Postcode4218
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Accounting/ Financial Management)Margin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254042Postcode4218
Bachelor of AccountingDiploma of Financial PlanningSMSF AccreditationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252348Postcode4218
Bachelor Of CommerceMaster of Human Resource Management and Industrial RelationsDiploma of Financial PlanninAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270839Postcode4218
Bachelor of CommerceDiploma of Financial PlanningTaxation and Commercial Law for Financial PlanningEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271445Postcode4218
Bachelor of Commerce (Accounting and Financial Planning)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269327Postcode4218
Bachelor of Commerce (Finance)Diploma of AccountingDiploma of Financial PlanningDFP5 Tax for financial advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267894Postcode4218
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningIntroduction to Self Managed Super FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271928Postcode4218
Master of Professional AccountingDiploma of Financial Planning FNS50615Advance Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269521Postcode4218
Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning.Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261444Postcode4218
Master of Business AdministrationMaster of FinanceGraduate Diploma of Financial Planning.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269286Postcode4218
Bachelor of Commerce (Finance)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001304465Postcode4218
Graduate Diploma of Financial PlanningTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302888Postcode4218
Bachelor of Commerce (Accounting and Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302889Postcode4218
Diploma of Financial PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001315455Postcode4218
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001315456Postcode4218
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001315457Postcode4218
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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