ExperienceSince 1980 (46 years)Registration #000267539Postcode4510
Certified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001005010Postcode4510
8 unit Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000248417Postcode4510
Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000256680Postcode4510
Bachelor of Commerce in Financial Planning & InvestmentMargin Lending & Geared InvestmentsSMSFCert IV in Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004162Postcode4510
Bachelor of Engineering (Environmental Engineering)Bachelor of EducationGraduate Diploma of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253761Postcode4510
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001309581Postcode4510
Bachelor of CommerceMaster of Financial PlanningAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001313291Postcode4510
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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