ExperienceSince 1999 (27 years)Registration #000245052Postcode4670
Graduate Diploma of Financial PlanningMaster of Financial PlanningCommercial Law for Tax (Financial) AdvisersChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001005887Postcode4670
Diploma of Financial Advising (8 units)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001005887Postcode4670
Diploma of Financial Advising (8 units)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000277294Postcode4670
Diploma of Financial Planning (8 units)Master of Financial PlanningMargin Lending and Geared Investments CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000277294Postcode4670
Diploma of Financial Planning (8 units)Master of Financial PlanningMargin Lending and Geared Investments CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000242952Postcode4670
Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000265011Postcode4670
Certificate in Financial MarketsASX Broker ExamRG146Finsia
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000263526Postcode4670
Investment Administration QualificationGraduate Diploma of Financial PlanningBachelor of Business (Economics & Marketing)Institute of Chartered Accountants Australia (ICA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000304440Postcode4670
Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #000378670Postcode4670
Graduate Diploma of Financial PlanningMaster of Financial PlanningCommercial Law for Tax (financial) AdvisersFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002956Postcode4670
Commercial Transactions BFA141Bachelor of Business and Bachelor of ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000429654Postcode4670
51005 Introduction to Law51126 Advanced Taxation LawBachelor of Business (Accounting)CPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246899Postcode4670
Bachelor of AccountingCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2016 (10 years)Registration #001247859Postcode4670
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTASA and the TPB Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001284180Postcode4670
Bachelor of AccountingGraduate Diploma Chartered AccountantGraduate Diploma Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationSecuritiesDerivativesGovernment Debentures
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