ExperienceSince 2003 (23 years)Registration #001002926Postcode4220
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000238374Postcode4220
Self Managed Super FundsAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000276881Postcode4220
Risk ManagementSuperannuation and Retirement PlanningManaged InvestmentsSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000293821Postcode4220
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000312359Postcode4220
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000341891Postcode4220
Diploma of Financial ServicesAccredited Derivatives Adviser Level 1 and 2Margin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000412893Postcode4220
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds accreditationDFP5v2 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000447834Postcode4220
Certificate III in Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244472Postcode4220
Bachelor of Commerce (Financial Planning Major)Bachelor of Commerce (Major in Financial Planning)Accredited Derivatives Adviser 1 & 2Ethics for Professional Advisers
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270910Postcode4220
Bachelor of Commerce major in Accounting and Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001297583Postcode4220
Graduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001304067Postcode4220
Bachelor of CommerceBachelor of LawsGraduate Diploma in Legal PracticeMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001305760Postcode4220
Bachelor Commerce (FP)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304671Postcode4220
Bachelor of Commerce (Accounting & Finance)Chartered Accountant Program / Graduate Diploma (ICAA)Graduate Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF online course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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