ExperienceSince 1996 (30 years)Registration #000311229Postcode4870
Diploma in Financial PlanningGraduate Australian Institute Company DirectorsCert IV Finance Mortgage BrokingEthics and Professionalism in financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000283929Postcode4870
Bachelor of ManagmentAdvanced Diploma Financial ServicesDiploma of Financial ServicesASX Accredited Derivitives Adviser-level2
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #001000074Postcode4870
Bachelor of CommerceCA Financial PlanningGraduate Diploma of Financial PlanningAustralian Institute of Chartered Accountants
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001002857Postcode4870
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008279Postcode4870
Bachelor of CommerceEthics and Professional Relationships
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001260319Postcode4870
Bachelor of Business (Accounting)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265572Postcode4870
Bachelor of CommerceChartered Accountant ProgramAccountants Self Managed Superannuation Funds PackageFPC002B Ethics and Professionalism in Financial Advice
Self-Managed Super (SMSF)
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ExperienceSince 2026 (0 years)Registration #001318295Postcode4870
Bachelor of Accounting (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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