ExperienceSince 2004 (22 years)Registration #001002796Postcode4220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningIntroduction to SMSFsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000286769Postcode4220
Certified Practicing Accountant (CPA)Graduate Diploma of Financial PlanningTASA and the TPB Code of Professional ConductFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000383578Postcode4220
Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)Master of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240727Postcode4220
Bachelor of Business (Accountancy)Bachelor of LawsChartered Accountant (CA)Certified Practising Accountant (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262256Postcode4220
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292889Postcode4220
Diploma of CommerceBachelor of Commerce (Accounting)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001315661Postcode4220
Bachelor of Commerce (Financial Planning and Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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